You’ll learn from Excel expert David Ringstrom, CPA, how to create effective, resilient, and easy-to-maintain budget spreadsheets in this comprehensive webcast. David shows you how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, and much more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Topics typically covered:
- Saving time writing formulas by choosing named ranges with the Use in Formula command.
- Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut.
- Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
- Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets.
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
- Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Mastering the IFERROR function to display alternate values in lieu of a # sign error.
- Using range names to streamline formulas and bookmark key inputs within a workbook.
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
- Using range names to streamline formulas and bookmark key inputs within a workbook.
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
Learning objectives:
- Define how to isolate all user entries to an input’s worksheet, while protecting all calculations and budget schedules on additional worksheets.
- Apply range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
- Identify how to calculate borrowings from, and repayments toward, a working capital line of credit.
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