Excel Savvy: Building Practical Budget Spreadsheets
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 30,000 business people in online webinars, public seminars, and on-site training. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and project manager on many successful projects. His topics of expertise include Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.
In this comprehensive webcast, you’ll learn from Excel expert David H. Ringstrom, CPA, how to create dynamic and resilient budget spreadsheets. David shares helpful techniques, including how to separate inputs from calculations, streamline formula writing, preserve key formulas, and create both operating and cash flow budgets. In addition, he discusses the benefits of using a variety of Excel functions and features when building and updating your budget spreadsheets.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws to your attention any differences in Excel 2013, 2010, or 2007 during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
- Avoiding the complexity of nested IF statements with Excel’s CHOOSE function
- Building formulas faster by way of the Use in Formula command
- Building operating budgets quickly based on detailed supporting schedules that provide an audit trail
- Crafting formulas to compute gross margins, projected sales, commissions, and related amounts
- Employing the Name Manager feature to make corrections to range names or store notes about assumptions
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify
- Improving the integrity of budget spreadsheets by isolating all inputs to a single worksheet
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function
- Learning how the Table feature empowers you to improve the integrity of Excel spreadsheets
- Preserving key formulas using hide and protect features
- Protecting sensitive information by hiding formulas within an Excel workbook
- Understanding why it’s worthwhile to build out supporting schedules to break down calculations used in budgets
- 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
Who Should Attend
Practitioners seeking to build budget spreadsheets that can be updated effortlessly and that contain easy-to-follow supporting calculations.