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 explains the pros, cons, and limitations of each type of worksheet function, along with suggested uses for each. In addition, he shows you how to create more flexible formulas using the INDIRECT and OFFSET functions, and how to verify sums and totals quickly and easily.

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:

  • Verifying sums and totals quickly by simply selecting cells with your mouse.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Using the SUM function to drill through two or more worksheets.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Incorporating comparison operators within SUMIF to sum numbers based on range criteria, such as greater than, less than, and so on.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.

Learning Objectives/Why You Should Attend:

  • Define the argument within Excel’s SUBTOTAL function that sums columns or rows.
  • Recall the maximum number of criteria pairs that the SUMIFS function permits.
  • Identify the function that can multiply cells together and provide a sum of the result.

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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