Excel budget plus#
I’ll mark the cell next to the first month’s spend and write the formula, equal sign, previous month, plus previous month times the percentage increase and press enter to see the result. Under my budget I’ll write, “Advertising monthly increase” and just start out with a percentage, let’s try 5%. Now I want to test some different percentage increases to see what the total cost will be for the year. I’ll mark the year total and click “Autosum”. I want to incrementally increase the advertising with a certain percentage each month. In the next section the first line item is “Advertising”. Using formulas with fixed, “absolute” references (03:54)
All the totals you need are added in a split second. If you have numbers in a data range like this and you want to add totals for both rows and columns, you can save time by marking the entire data range, including the empty cells where you want to have the totals, and clicking “AutoSum”. As you can see the data range to the left is selected and summarized. To use Autosum for the row totals, position the marker in the first row total and click “AutoSum”. To get the totals for the rest of the months, you can copy the Autosum formula by dragging the fill handle to the right. To use Autosum, mark the cell where you want the total on the “HOME” tab, in the “Editing” section click the “AutoSum” icon with the Greek symbol Sigma (S).Īutosum will automatically select all numbers in the adjacent data range. Since adding up numbers is done very frequently in Excel, there is a button for it called “Autosum”. Now I want to add totals for this section. Using “AutoSum” to calculate totals (02:46) Instead of entering the number in the first cell and using autofill, you can mark all the cells where you want the value, write the number, here I will write 250 and press “CTRL + Enter”.Īll the cells are filled at once. This is a fixed cost of 250 dollars each month. Next I want to fill out the “Report subscription” row. Filling multiple cells at once with the same value (02:25) This is a so called relative reference, meaning that the formula is updated to reflect its location in the spreadsheet. If you double-click one of the cells you can see that the formula takes the value above and multiplies it with 1.2. There, that looks fine, so now I’ll grab the fill handle and drag it across all columns to copy the formula. To insert a formula, mark the cell and write an equal sign, this is the way you start all formulas in Excel, then I’ll mark the “Outsourced research” number and multiply it with 1.2 to get the 20 percent increase and press “Enter” to see the result. The next item, the “In-house research” is 20 percent more expensive than the outsourced market research so I’ll create a formula to calculate that number. Using a formula to apply a 20% increase (01:34) Again I can change the autofill options in the drop down if I wanted to. We pay a fixed cost of 500 dollars a month for this so I’ll write 500 in the first cell and then copy the number across all months by dragging the fill handle. Now I’ll add the first budget item which is “Outsourced research”. I am happy with this so I will just move on. A little autofill icon appears where you can choose if you want to copy cells or fill the series.
Excel budget series#
You can use autofill for time series like months, days and quarter, but you can also use it for numbers and other sequences. To continue filling in the rest of the months, position your mouse pointer in the bottom right corner of the cell and drag the fill handle to the right.
To use autofill, start writing the first cell, here I’ll write “Jan”. You can save time by letting Excel automatically fill the cells for you. My template doesn’t have the months so I’ll add them to the third row. Here I have a simple template for a marketing budget for 2015 that I need to fill out. Let me show you: Using “autofill” to automatically fill cells with values (00:31)
Excel budget how to#
You’ll also learn some shortcuts for how to quickly fill your spreadsheet with numbers, how to calculate sums and how to use absolute and relative references. In this video you’ll learn how to use basic calculations to fill out a marketing budget template. You have a wide range of functions and formulas to choose from. Excel is a fantastic tool for calculating numbers.
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