Loading...

Excel Explained: Building Better Budget Spreadsheets

This presentation teaches you how to create resilient and easy-to-maintain budget spreadsheets. It will contrast assigning names to cells, which simplifies both formula writing and review. It will also cover spreadsheet navigation with the Table features, which offers similar benefits. You’ll learn how the Use In Formula command streamlines formula writing, and how the VLOOKUP, XLOOKUP, and SUMIF functions minimize formula maintenance.

Upcoming
Wednesday, November 20th, 2024
1:30 pm - 3:30 pm
Presented by David Ringstrom
2 CPE Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Computer Skills
  • Information Technology/Security
  • Branch Manager
  • Commercial Lender
  • Community Reinvestment Act Officer
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Controller/Accountant
  • Credit Analyst
  • Human Resources Officer
  • Internal Auditor
  • IT Professional
  • Loan Closer
  • Loan Operations Manager/Specialist
  • Marketing Officer/Business Development
  • Mortgage Lender
  • Privacy Officer/Information Security Professional
  • Risk Manager
  • Small Business Lender
  • Training Manager
  • Trainer
  • Trust Officer
  • Workout Specialist/Collector

Save on annual training costs with our Webinar Subscription Service and share webinars across your entire organization.

Become a subscriber

Learn about upcoming events, webinars and discounts.

Sign Up For Email Notifications

Author and Excel expert David Ringstrom, CPA will demonstrate every technique at least twice. He will first demonstrate techniques on a PowerPoint slide with numbered steps. Then he will demonstrate in the subscription-based Excel for Microsoft 365.

David draws your attention to any differences in Excel 2021, 2019, or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

David is the author of “Exploring Microsoft Excel's Hidden Treasures: Turbocharge Your Excel Proficiency with Expert Tips, Automation Techniques, and Overlooked Features".

What You'll Learn

  • Saving time writing formulas by choosing named ranges with the Use In Formula command
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function
  • Utilizing Excel’s Name Manager feature to review and manage named ranges within a workbook
  • Saving time by using the AutoSum formula to sum multiple columns at once with a mouse click or a keyboard shortcut
  • Navigating directly to inputs by using Excel’s Name Box, and then returning to the previous location in the workbook via the Go To command
  • Building operating budgets quickly based on detailed supporting schedules that provide an audit trail
  • Preserving key formulas using hide and protect features
  • Accessing free downloadable budget templates that can be customized as needed
  • 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
  • Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets

Who Should Attend

Professionals seeking to use Microsoft Excel more effectively.

Field of Study:Computer Software & Applications

Skill level:Basic

Prerequisites:None

Advanced Preparation:None

David Ringstrom

Instructor Bio

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. David's mantra is "Either you work Excel, or it works you", so he focuses on what he sees users don't, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter).

Continuing Education Credit Information

Excel Explained: Building Better Budget Spreadsheets has been approved for 2 CPE credits. Credits are redeemable for Live attendance only.

OnCourse Learning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Students can contact OnCourse Learning via email at support@oncourselearning.com to lodge complaints or issues.

Print this page