Attend upcoming webinar and earn continuing education credits. Creating Effective Excel Budget Spreadsheets | | | | | | | August | | 9 | 1 pm - 2:40 pm ET | | Presenter: David Ringstrom, author and nationally recognized instructor | | 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 after the live presentation, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this webinar, you'll learn how to build budget spreadsheets that can be updated effortlessly and contain easy-to-follow supporting calculations. You'll learn how to separate inputs from calculations, streamline formula writing, preserve key formulas, and create both operating and cash flow budgets. Upon completion of this course, you'll be able to: - Apply and isolate all user entries to an inputs worksheet and 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
- Apply several Excel functions, including:
- CHOOSE
- IFNA, IFERROR, and ISERROR
- ROUNDUP and ROUNDDOWN
- VLOOKUP
- SUM and SUMIF
David demonstrates every technique at least twice, first on a PowerPoint slide with numbered steps, and second in Excel 2016. He'll draw to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. Topics typically covered: - Learn how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations.
- Learn how the Table feature allows you to transform filtering tasks.
- Streamline formula writing by using the Use in Formula command.
- Learn a simple design technique that greatly improves the integrity of Excel's SUM function.
- Avoid the complexity of nested IF statements with Excel's CHOOSE function.
- Compare the IFNA, IFERROR, and ISERROR functions and learn which versions of Excel support these worksheet functions.
- Use the SUMIF function to summarize data based on a single criterion.
- Preserve key formulas using hide and protect features.
- Improve the integrity of spreadsheets with Excel's VLOOKUP function.
- Go beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions.
| | | | | | | David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David's mantra is "Either you work Excel, or it works you," so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. | | | | | | | | | ● 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 1,500 on-demand courses | | | | | |
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