Excel Illuminated: Budget Spreadsheets

Course Information

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Title:	Excel Illuminated: Budget Spreadsheets
Category:	Computer Software
Field of Study:	Computer Software and Applications
Course Code:	S020-0708
CPE Credits:	2.0
Price:	19.95

Description

Description:

In this comprehensive presentation, Excel expert David Ringstrom, CPA, demonstrates how many Excel functions and features can be used to create adaptable and easy-to-maintain budget spreadsheets. David explains how to separate inputs from calculations, build out a separate calculations spreadsheet, create both an operating and a cash flow budget, transform filtering tasks, preserve key formulas, and more. David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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 video.

Delivery Method: Online Interactive Self Study

Level: Overview

Prerequisites: None

Advanced Preparation: None

Course Details

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Technical Details: CA, FL: Computer Software and Applications are technical subjects TX: Computer Software and Applications are non-technical subject for TX. NY: Advisory Services includes Computer Software and Application

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Objectives

Objectives:

1. Recognize the purpose of the Use In Formula command. 2. Recognize what SUMIF returns if a match cannot be found. 3. Identify the data integrity improvement that the Table feature adds to VLOOKUP.

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Profession

NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.

Profession Identifiers: CPA