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Microsoft Excel Budget Spreadsheet Techniques

Member price:

$59.00

Your price:

$ 99.00

8/12/2020
1:00 PM - 2:00 PM CT

Presenter: David H. Ringstrom, CPA

In this presentation, Excel expert David Ringstrom, CPA, shares techniques you can use to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create an operating budget, and protect the formulas in the spreadsheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the 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. David also provides an Excel workbook that includes most of the examples he uses 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.

Topics Covered:

  • Building formulas faster by way of the Use in Formula command.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Improving the integrity of budget spreadsheets by isolating all inputs to a single worksheet.
  • Using range names to streamline formulas and bookmark key inputs within a workbook.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Employing the Name Manager feature to make corrections to range names or store notes about assumptions.

Learning Objectives:

  • Define how to isolate all user entries to an inputs worksheet, while protecting all calculations and budget schedules on additional worksheets.
  • Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
  • Build in buffers around SUM formulas so that new rows aren’t inadvertently left out of totals.

David Ringstrom 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.

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