| Attend upcoming webinar and earn continuing education credits. | Creating Effective Excel Budget Spreadsheets | | | | | | | | April | | | | 30 | | 1 pm - 2:40 pm ET | | | Presenter: David Ringstrom, an 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 practical webinar, Excel expert, David Ringstrom, CPA, shows you how to create resilient and effective budget spreadsheets. You will learn helpful techniques, such as how to separate inputs from calculations, streamline formula writing, preserve key formulas, create both operating and cash flow budgets, and implement several key Excel functions. You will see each technique demonstrated at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation, as well as in his detailed handouts. You will also receive an Excel workbook that includes most of the examples used during the webcast. Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on. You will learn how to: - Employ the SUMIF function to sum values related to multiple instances of criteria you specify.
- Build operating budgets quickly based on detailed supporting schedules that provide an audit trail.
- Employ the Name Manager feature to make corrections to range names or store notes about assumptions.
- Use range names to streamline formulas and bookmark key inputs within a workbook.
- Improve the integrity of budget spreadsheets by isolating all inputs to a single worksheet.
- Learn how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Craft formulas to compute gross margins, projected sales, commissions, and related amounts.
- Preserve key formulas using hide and protect features.
- Avoid the complexity of nested IF statements with Excel's CHOOSE function.
Upon course completion, you will be able to: - State the purpose of the Use In Formula command.
- Identify the data integrity improvement that the Table feature adds to VLOOKUP.
- Name the direction that VLOOKUP typically returns data from.
| | | | | | | | | | 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 | | | | | | |
