Pragmatic Excel - Budget Spreadsheets

Who would be interested in this course:

Practitioners seeking to build budget spreadsheets that can be updated effortlessly and contain easy-to-follow supporting calculations.

Topics covered:

 • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.

 • Preserving key formulas using hide and protect features.

 • Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets.

 • Using range names to streamline formulas and bookmark key inputs within a workbook.

 • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.

 • Building formulas faster by way of the Use in Formula command.

 • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.

 • Mastering the IFERROR function to display alternate values in lieu of a # sign error.

 • Understanding the use of the MONTH function to return the month portion of a date or month name.

 • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.

 • Using the SUMIF function to summarize data based on a single criterion.

Learning objectives:

• State which character signifies an absolute reference within a formula.

• State which tab within the Format Cells dialog box contains the Hidden checkbox.

• Identify the data integrity improvement that the Table feature adds to VLOOKUP.

 Level:

Intermediate

Format:

On-demand webcast

Instructional Method:

Self-study

Program Prerequisites:

Previous Experience with Excel Spreadsheets

Advance Preparation:

None