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Surgent's Excel Budgeting Ideas (EXBI)
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Budget methods are the key to allowing department managers to efficiently prepare their budget in Excel. 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. Even if you are not involved in the budgeting process, the underlying features and functions discussed have a wide range of uses.

8/24/2016
When: Wednesday, August 24, 2016
8:00 AM - 10:00 AM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is closed.
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Acronym EXBI
CPE 2 hours
Category
Spec. Knowledge
Level Basic
Vendor Surgent
Who should attend

Accounting professionals using Excel 2007, Excel 2010, or Excel 2013 for Windows

Prerequisite
Basic knowledge of Excel for Windows
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

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.

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

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

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