Maximize Excel: Budget Spreadsheets

CPE Credit: 2 hours

Excel expert David Ringstrom, CPA, teaches you how to create resilient and dynamic budget spreadsheets in this valuable course. He shares helpful techniques, such as how to improve the integrity of your spreadsheets, separate inputs from calculations, streamline formula writing, preserve key formulas, and more.
 
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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. 

Topics Covered

• Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
• Employing the Name Manager feature to make corrections to range names or store notes about assumptions.
• Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
• Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
• Copying formulas efficiently down one or more columns at the same time.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
• Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
• Preserving key formulas using hide and protect features.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Understanding the use of the MONTH function to return the month portion of a date or month name.

Learning Objectives:

• Identify the first level of Excel’s Order of Operations when calculating formulas.
• State what the CHOOSE function will return in the context of a specific formula.
• Define the purpose of Excel’s IFERROR worksheet function.

Course Number: 
DR1932
NASBA Field of Study: 
Computer Software and Applications
Level: 
Intermediate
Presenter:
David Ringstrom
Prerequisites: 
Experience with Excel Spreadsheets
Advanced Preparation: 
None