Webcast: Excel Budgeting Ideas (XSEXBI17)
Tell a Friend About This EventTell a Friend
 

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 t

5/17/2017
When: 05/17/2017
9:00 AM until 11:00 AM
Where: Webcast
Surgent
EXBI-2017-01-WEBNR-137-01
United States
Presenter: Jeff Lenning


Online registration is closed.
« Go to Upcoming Event List  

AcronymXSEXBI17
CPE2 hours
VendorSurgent
Category
Management
LevelBasic
PrerequisiteBasic knowledge of Excel for Windows
Adv PrepNone
Yellow Book?No
Designed forAccounting professionals using Excel 2007, Excel 2010, or Excel 2013 for WindowsAccounting professionals using Excel 2007, Excel 2010, or Excel 2013 for Windows
Registration
Member$89
CPA Non-Member$114

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

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.

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

Topics

  • 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