Step by step, Excel expert David Ringstrom, CPA, demonstrates how to create resilient and easy-to-maintain budget spreadsheets in this presentation. Among other techniques, David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an ...

On demand, 2 hour(s)

$99 ($199)

()

Course Description

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:

None

Course Walkthrough

• Course: Pragmatic Excel - Budget Spreadsheets
• CPD Quiz: Pragmatic Excel - Budget Spreadsheets
• Slides: Pragmatic Excel - Budget Spreadsheets
• Sample file: Pragmatic Excel - Budget Spreadsheets
• Cash flow budget: Pragmatic Excel - Budget Spreadsheets
• Pragmatic Excel - Participant Q&A