Practice Management
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| Accelerate Excel: Building Better Budget Spreadsheets (170922N) |
Course CPE: 2 hour(s)
Field(s) of Study: Computer Software & Applications–2 hrs
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: Experience Working with Excel Spreadsheets Is Recommended.
Delivery Method: Self-Study
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Number: 17PPM0922
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 22, 2017
Presenter: David H. Ringstrom, CPA
Program Description:Excel expert David H. Ringstrom, CPA, teaches participants how to create resilient and dynamic budget spreadsheets in this valuable webcast. He explains techniques and Excel features in order for you to improve the integrity of your spreadsheets, transform filtering tasks, and preserve key formulas.
To assist you with creating flexible, easy-to-maintain budget spreadsheets, David discusses the benefits of several Excel functions, including:
- CHOOSE
- IFNA, IFERROR, and ISERROR
- ROUNDUP and ROUNDDOWN
- VLOOKUP
- SUM and SUMIF
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. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Topics Typically Covered:
- Avoiding the complexity of nested IF statements with Excel’s CHOOSE 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.
- Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
- Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
- 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 hide and protect features.
- Streamlining formula writing by using the Use in Formula command.
- Using the SUMIF function to summarize data based on a single criterion.
After completing this course, you will be able to:
Determine and isolate all user entries to an inputs worksheet and protect all calculations and budget schedules on additional worksheets
Determine how to use range names and the Table feature to create resilient and easy-to-maintain spreadsheets
Recognize the Excel command that allows you to streamline formula writing
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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