Surgent's Excel Budgeting Ideas

Overview

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.

Delivery Method: Individual webcast
CPE Credit: Computer software & applications
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

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

Prerequisites

Basic knowledge of Excel for Windows

Designed For

Accounting professionals using Excel for Windows

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