Mastering budget spreadsheets in MS Excel

[Adam Fleming]

Cash flow budgets, preserving key formulae and streamlining formula writing are just some of the varied functions of MS Excel. This wonder program helps the user to carry out a number of functions, all of which help in facilitating business decision-making. These apart; MS Excel offers users the opportunity to explore and carry out a vast range of activities, functions and calculations.

An expert with a quarter of a century of working in the world of Microsoft products will be explaining these and related functions of MS Excel in a clear and easy to understand manner. Why not join David Ringstrom, author and nationally recognized instructor who teaches Microsoft-related topics at scores of webinars each year, for an enlightening webinar session on the multiple uses of MS Excel?

This webinar is being organized by Compliance4All, a leading provider of professional trainings for all the areas of regulatory compliance. All that is needed to register for this highly educative and entertaining session is to visit http://www.compliance4all.com/control/w_product/~product_id=501299L...

Speaker’s rich experience at play

The major advantage that participants to this session will have is that they will learn from the honcho of Microsoft programs. David’s Excel courses are based on over 25 years of consulting and teaching experience. He believes in the mantra, “Either you work Excel, or it works you”. With this thinking in mind, he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower them to use Excel more effectively.

It is this outlook that will be of immense use to professionals such as Accountants, CPA’s, CFO’s, Controllers, Excel users, Income Tax Preparers, Enrolled Agents, Financial Consultants, IT Professionals, Auditors, Human Resource Personnel, Bookkeepers, Marketers and Government Personnel, professionals whom this webinar seeks to benefit.

Ways of creating resilient and practical budget spreadsheets

The core of the learning of this webinar is how to create resilient and practical budget spreadsheets. David will familiarize participants with a wide range of helpful techniques, which include ways of separating inputs from calculations, streamlining formula writing, preserving key formulas, and creating both operating and cash flow budgets. An additional benefit is the explanation he will offer of the uses and benefits of a variety of Excel functions, including CHOOSE IFNA, IFERROR, and ISERROR ROUNDUP and ROUNDDOWN VLOOKUP and SUM and SUMIF.

This session is useful in more ways than one. David will demonstrate every technique at least twice first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. Both during the presentation and in his detailed handouts; David will draw participants’ attention to the many differences in Excel 2013, 2010, and 2007. David will also offer an Excel workbook that includes most of the examples he uses during the webcast.

The core of this learning session is to impart the following learning objectives:

• Learn to create both operating and cash flow budgets
• Learn how to streamline formula writing
• Transform filtering tasks using the Table feature
• Understand the benefits associated with a variety of Excel functions
• Apply and isolate all user entries to an inputs worksheet
• Protect all calculations and budget schedules on worksheets
• 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 will cover the following areas at this webinar:

• Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
• Streamlining formula writing by using the Use in Formula command
• Improving the integrity of spreadsheets with Excel’s VLOOKUP function
• Comparing IFNA, IFERROR, and ISERROR functions and learning which versions of Excel support these worksheet functions
• Going beyond simple rounding with the ROUNDUP and ROUNDDOWN worksheet functions
• Learning a simple design technique that greatly improves the integrity of Excel’s SUM function
• Using the SUMIF function to summarize data based on a single criterion
• Learning how range names can minimize errors, save time in Excel, serve as navigation aids, and store information in hidden locations
• Learning how the Table feature allows you to transform filtering tasks
• Preserving key formulas using Excel’s hide and protect features.