In this presentation, author and Excel expert David H. Ringstrom, CPA, will guide you through the intricacies of creating and managing budget spreadsheets using Microsoft 365 for Windows. Attendees will learn how to create named ranges from worksheet labels to enhance formula clarity, navigate efficiently with the Go To feature, and manage named ranges using the Name Manager. David will also demonstrate how to build and customize Excel tables, utilize SUMIF for matching data across columns, and protect sensitive formulas from editing. Additionally, he will cover advanced techniques such as using XLOOKUP with Excel tables and exploring budget templates to streamline your financial analysis. Join us to elevate your Excel skills and make your budgeting process more efficient!
David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.
Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.