In this empowering presentation, Excel expert David Ringstrom, CPA, demonstrates how to create resilient and easy-to-maintain budget spreadsheets. Among other techniques, 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 preserve key formulas.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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.
Course Publication Date:
March 05, 2019
This course is available with
NO ADDITIONAL FEE if you have an active
self study membership or
all access membership or
webinar membership or can be purchased for
$20.00!
| Author: | David Ringstrom |
| Course No: | ACT-BUDGET-12159 |
| Recommended CPE: | 2.00 |
| Delivery Method: | QAS Self Study |
| Level of Knowledge: | Intermediate |
| Prerequisites: | Previous Experience with Excel Spreadsheets |
| Advanced Preparation: | None |
| Recommended Field of Study: | Accounting
Webinars - On Demand
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Learning Objectives
- State the arguments used within VLOOKUP.
- Identify the first level of Excel’s Order of Operations when calculating formulas.
- Recall the menu in Excel where the Table feature resides.