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Mastering Excel: What-If Analysis Tools
- Avoiding the need to write repetitive formulas using Excel’s Data Table feature
- Merging scenarios from other workbooks into your present workbook
- Restoring “classic” Print Preview functionality in Excel 2010 and later
- Restoring Full Screen View in Excel 2013 and later as well as enabling a keyboard shortcut for this feature
- Using the Summary Report aspect of the Scenario Manager to compare different scenarios side by side
- Contrasting Excel’s Data Table feature with traditional approaches used in spreadsheets
- Exploring the Forecast Sheet feature in Excel 2016 and later, which can extrapolate trends based on existing data in your spreadsheets
- Exploring Excel’s Goal Seek feature, which can be used to solve for a single missing input
- Enabling Excel’s Solver Add-in for more complex what-if analyses
- Learning the basics of Excel’s Solver feature
Overview of the webinar
You’ll discover how to implement Excel’s powerful What-If Analysis Tools in this webcast presented by Excel expert David Ringstrom, CPA. David outlines how and when to make use of Excel’s Scenario Manager as well as how to use the Data Table feature to compare calculation results based on two or three inputs. You’ll also learn how to implement Excel’s Goal Seek feature to perform basic what-if analysis to solve for a single value.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2019. David draws your attention to any differences in the older versions of Excel (2016, 2013, and earlier) during the presentation as well as in his detailed handouts. You’ll also discover some features only available in Office 365 but not in Excel 2019. David also provides an Excel workbook that includes most of the examples he uses during the webcast.
Office 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.
Who should attend?
Practitioners seeking to understand what-if problem-solving capabilities in Excel.
Why should you attend?
- Describe how to apply Excel’s Solver Add-in for more complex what-if analyses
- Apply the PMT worksheet function to calculate loan payment amounts
- Define how to make one workbook serve multiple purposes by way of Excel’s Scenario Manager
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.