Pragmatic Excel - Budget Spreadsheets

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)

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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:

Previous Experience with Excel Spreadsheets

 

Advance Preparation:

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
  • Feedback / comments
  • Certificate: Pragmatic Excel - Budget Spreadsheets

About the Instructor(s)

Picture of David Ringstrom
David Ringstrom