Mobile Edition

Excel Budgeting Ideas (EXBI) (SUEXBI09)

Date:Wednesday, December 13, 2017
Time:10:00AM - 12:00PM
(Registration at 9:30 AM)
Facility:Webcast or Webinar, Online
CPE Credit:2.0 Technical Business
Instructor: Jeff S. Lenning
Vendor:Surgent McCoy
Course Level:Basic
Early Bird Price:$89.00 FICPA Members, $119.00 Non-Members

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.

  • 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

Major 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

Who Should Attend:
Accounting professionals using Excel 2007, Excel 2010, or Excel 2013 for Windows

Basic knowledge of Excel for Windows

Advanced Preparation:


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Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.