Friday, July 20, 2018

Creating Effective Excel Budget Spreadsheets

Attend upcoming webinar and earn continuing education credits.
Live Webinars   |   On-Demand   |   All-Access Plan
Manage Preferences    |    View in Browser
Visit Clear Law Institute
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
Learn More
Register Today
Course Description
 
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.
Learn More
Register Today
The Presenter
About The Presenter
 
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.
Learn More
Register Today
All-Access Membership
 
● 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
Learn More
Upcoming Webinars
New Section 199A: Deductions, Limitations, Complexities and Opportunities for Pass-Through Entities
July 30 at 3 pm ET
Learn More
Bitcoin, Cryptocurrencies and the Blockchain
July 31 at 1 pm ET
Learn More
Excel Dashboards (2-part series)
August 1 at 3 pm ET
Learn More
Questions?
Please call us at 703-372-0550

Our Mailing Address:
Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203
Remove me from future emails.

Manage email preferences.

This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.
 

No comments:

Post a Comment