In this presentation, Excel expert David Ringstrom, CPA, demonstrates how to create effective and resilient budget spreadsheets as well as how to future-proof them once they're built. David shares several design techniques, including separating inputs from calculations, building out separate calculations spreadsheets, and developing both operating and cash flow budgets. Cash flow budgets are beneficial in that they calculate when to borrow against a line of credit, when to pay down the line of credit, and when cash is available to pay dividends.
06/16/2017 10:00 AM06/16/2017 04:00 PMTraining Topic: Building Effective Budget Spreadsheets in ExcelInstructor: David H. Ringstrom
Objectives of the Presentation
Improving the integrity of spreadsheets with Excel's VLOOKUP function
Learning a simple design technique that greatly improves the integrity of Excel's SUM function
Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations
Learning how the Table feature allows you to transform filtering tasks
Preserving key formulas using the Hide and Protect features
Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
Avoiding the complexity of nested IF statements with Excel's CHOOSE function
Comparing and contrasting IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions
Using the SUMIF function to summarize data based on a single criterion
Why Should you Attend
To learn how to build budget spreadsheets that can be updated easily, that contain easy-to-follow supporting calculations, and that are future-proofed to ensure their integrity.
David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants' questions, so come ready to pick his brain. David's detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.
Who will Benefit
Accountants and CPAs
Human Resources Personnel
Excel spreadsheets are invaluable for preparing budgets. They allow information to be inserted, laid out, formatted, and arranged quickly and easily. Using Excel spreadsheets makes it easy to compute budgetary estimates, such as calculating income and expenditures. They also enable future users to follow how budgets were initially calculated.
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