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Excel Explained: Building Better Budget Spreadsheets Webinar

November 20, 2024 1:30 pm - 3:30 pm
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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.