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Excel Budgeting Ideas (EXBI)

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Live Webinar SELECT STARTING AT $99 (12 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Jeff Lenning

$99

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Clear and concise examples with great explanations. Very good repeat process so I could follow what Jeff was doing. I've talked 6-8 courses from Jeff and he is a star
Lawrence

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Excel Budgeting Ideas (EXBI)

  • Customer Rating
    (48)
  • Field of Study
    Computer Software & Applications
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    CPE

Overview

Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. For example, a budget method may be to spread prior year actuals or match prior year actuals, or match prior year actuals less 10%. In this webinar, we will explore how to allow users to pick a budget method from a drop-down list for each account and then have Excel perform different calculations depending on the budget method selected. We use several features and functions at the same time to pull this off. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.

Major Topics:

  • Set up an in-cell drop-down list of budget methods 
  • Change the calculations in the cells based on the selected budget method 
  • Use names in worksheets

Learning Objectives

  • Be able to set up an in-cell drop down
  • Discover the function that enables us to change formulas depending on the budget method
  • Name cells and ranges

Designed for:

Accounting professionals using Excel for Windows

Prerequisite:

Basic knowledge of Excel for Windows

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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