Creating Effective Excel Budget Spreadsheets | | | | | | | July | | 21 | 1 pm - 2:40 pm ET | | Presenter: David Ringstrom, Owner and Founder of Accounting Advisors, Inc. | | Credits: CPE (Credit Details) | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 6 months, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this webinar, you'll learn how to create resilient and future-proof budget spreadsheets. You'll learn how to separate inputs from calculations, build out a separate calculations spreadsheet, and create both operating and cash flow budgets. You'll also learn about several Excel functions and features that help you create adaptable and easy-to-maintain budget spreadsheets. Upon completion of this course, you'll be able to: - Apply and isolate all user entries to an inputs worksheet
- Protect all calculations and budget schedules on additional worksheets
- Use range names and the Table feature to create resilient and easy-to-maintain spreadsheets
- Calculate borrowings from, and repayments toward, a working capital line of credit
- Avoid the complexity of nested IF statements with Excel's CHOOSE function
- Compare and contrast the IFNA, IFERROR, and ISERROR functions and recognize which versions of Excel support these worksheet functions
- Utilize the ROUNDUP and ROUNDDOWN worksheet functions
- Improve the integrity of spreadsheets with Excel's VLOOKUP function
- Identify a simple design technique that greatly improves the integrity of Excel's SUM function
- Explain how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations
- Describe how to the Table feature can transform filtering tasks
- Preserve key formulas using the Hide and Protect features
- Summarize data based on a single criterion with the SUMIF function
| | | | | | | David H. Ringstrom, CPA, is the owner and founder of Accounting Advisors, Inc., a spreadsheet consulting firm. Mr. Ringstrom provides Microsoft Excel training and consulting services nationwide. He frequently publishes and presents on Microsoft Excel. Mr. Ringstrom is a graduate of Georgia State University. | | | | | | | | | ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 750 on-demand courses | | | | | | |
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