Excel Explained: Budget Spreadsheets Webinar

In this comprehensive webinar, Excel expert David Ringstrom, CPA, teaches you how many Excel functions and features can be used to create adaptable and easy-to-maintain budget spreadsheets. David explains how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, preserve key formulas, and more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly 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.

Microsoft 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.

Covered Topics

  • Accessing free downloadable budget templates that can be customized as needed.
  • Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail.
  • Crafting formulas to compute gross margins, projected sales, commissions, and related amounts.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Improving the integrity of budget spreadsheets by isolating all inputs to a single worksheet.
  • Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets.
  • Mastering the IFERROR function to display alternate values in lieu of a # sign error.
  • Navigating directly to inputs by using Excel’s Name Box, and then returning to the previous location in the workbook via the Go To commmand.
  • Preserving key formulas using hide and protect features.

Who Should Attend?

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

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Related Topics

Instructor

David Ringstrom
David Ringstrom

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience.... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
Excel Explained: Budget Spreadsheets Webinar.25 Any AnyWebinarCD-ROM Video Recording David Ringstrom$345.00 Register Now
Excel Explained: Budget Spreadsheets Webinar.25 Any AnyWebinarSix Month On-Demand Recording David Ringstrom$295.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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