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Date / Time / Location

Thursday, October 24, 2019
10:00 AM - 12:00 PM

Webcast

CPE Credits

  • 2.00 CPE Credits in OT

Pricing

  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

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.

Designed For

Accounting professionals using Excel for Windows.

Benefits

  • 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

Highlights

  • 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

Course Level

Basic

Prerequisites

Basic knowledge of Excel for Windows.

Advance Preparation

None
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Online pre-registration for this event is now closed.

Jeff Lenning

Jeff Lenning

Jeff is in charge of the day-to-day management and operations of the company. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Jeff is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert.

He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

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Pre-Registration Closed

Online pre-registration for this event is now closed.