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 - Video

Level: Overview

Prerequisites: None

Advanced Preparation: None

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Author: David Ringstrom

Category: Computer Software

Field of Study: Computer Software and Applications

Passing Score: 70%

Publication Date: 04/13/2020

Technical Details:

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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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NASBA: Yes

QAS: Yes

CPA: Suitable for all CPAs

IRS: No IRS credit for Enrolled Agents.