Exploring Excel: Building and Maintaining Dynamic Budget Spreadsheets

Why Should You Attend:

In this valuable presentation, Excel expert David Ringstrom, CPA, shows you how to create and maintain resilient budget spreadsheets. He shares many helpful techniques, including how to separate inputs from calculations, streamline formula writing, preserve key formulas, create both operating and cash flow budgets, and more. David also explains the uses and benefits of a variety of Excel functions. VLOOKUP, Excel’s CHOOSE, SUMIF, ROUNDUP and ROUNDDOWN worksheet functions.

Learn how to Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets. Recall how to use range names and the Table feature to create resilient and easy-to-maintain spreadsheets. Calculate borrowings from, and repayments toward, a working capital line of credit.

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.

Learning Objectives:

• Apply and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets.
• Recall how to use range names and the Table feature to create resilient and easy-to-maintain spreadsheets.
• Calculate borrowings from, and repayments toward, a working capital line of credit.

Areas Covered in the Webinar:

• Learning how the Table feature allows you to transform filtering tasks.
• Preserving key formulas using hide and protect features.
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
• Using range names to streamline formulas and bookmark key inputs within a workbook.
• Employing the SUMIF function to add up values related to multiple instances of criteria that you specify.
• Using the SUMIF function to summarize data based on a single criterion.
• Avoiding the complexity of nested IF statements with Excel’s CHOOSE function.
• Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions.

Who Will Benefit:

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

• Banking
• Finance
• Insurance
• Education
• Telecom
• IT
• CPAs
• CFOs
• Controllers
• Marketing
• Sales
• Investments
• Pharmaceutical
• Medical Devices
• FDA
• Aviation
• Energy
• Retail
• Human Resource
• Logistics and Supply Chain
• Accountants
• Audit

David H Ringstrom
Owner, Accounting Advisors, Inc

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. His 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.

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