Surgent’s Excel Budgeting Ideas
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.
Objective
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
Advanced Preparation
None
Required Knowledge
Basic knowledge of Excel for Windows
Who Should Attend
Accounting professionals using Excel for Windows
Credit Types
- CPE – Computer Software & Applications
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRS27826: Registration – Member | Mem | $105 |
| WRS27826: Registration – Non-Member | NM | $230 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.