Summing Functions

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes

Description:

When you participate in this live presentation, you’ll learn from Excel expert David Ringstrom, CPA, about Excel’s six worksheet functions: SUM, SUBTOTAL, AGGREGATE, SUMIF, SUMIFS, and SUMPRODUCT. David also shares the pros, cons, limitations, and uses for each.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Office 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. 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.

Topics/Areas Typically Covered:

  • Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Using a wildcard character with SUMIF to summarize data based on a partial match.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Discovering the capabilities of the SUMPRODUCT function.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Verifying sums and totals quickly by simply selecting cells with your mouse.
  • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.

Learning Objectives/Why You Should Attend:

  • Apply the INDIRECT and OFFSET functions to create more flexible formulas.
  • Define three different contexts for Excel’s SUMPRODUCT function.
  • Identify how to use SUBTOTAL to streamline summing multiple areas of a spreadsheet.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA is the owner of Accounting Advisors, Inc., an Atlanta-based spreadsheet consulting firm that he started in 1991. Throughout his career David has spoken at conferences on Microsoft Excel, and written dozens of freelance articles about spreadsheets. He offers Excel and Access training and consulting services nationwide.

Pricing and Format Options:

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