Detailed Line Item Budget

Introduction and Downloads

This page is intended to provide fellow analysts with instructions and examples on creating a detailed line item budget that safely accommodates adding and removing rows. It also addresses data validation, conditional formatting, the SUMIFS function, and various financial modeling conventions.

 

Step 1: Open the Excel Example

Step 2: Read the White Paper, referring to the Example as a visual

Step 3: Watch the video

Step 4: Explore the functionality in the Example

Step 5: Recreate the Example in a blank workbook

Step 6: Incorporate these techniques anywhere 

 

Detailed Line Item Budget - White Paper

Detailed Line Item Budget - Example

Video, presented by William Leach

Future Topics

Querying data in tables

 

Error handling

 

Adding estimating tools to budgets

 

Adding cost timing to budgets

 

Adding estimate shelf lives to budgets