Exploring Excel: Building and Maintaining Dynamic Budget Spreadsheets

Learn how to create a dynamic budget spreadsheets by using various techniques – streamline & preserve formula , how to create both operating and cash flow budget, how to improve integrity of spreadsheet using VLOOKUP, Excel’s CHOOSE, SUMIF, ROUNDUP and ROUNDDOWN worksheet functions.

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.