Six Ways to Sum in Excel (Completed)

Date: Wednesday, May 24, 2017
Instructor: David H. Ringstrom
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs

You’ll learn the pros, cons, and limitations of each type of worksheet function as well as suggested uses for each.

David also explains how to create more flexible formulas using the INDIRECT and OFFSET functions, as well as how to verify sums and totals quickly and easily.

David typically demonstrates techniques from the version of Excel used by the majority of attendees. This means he uses Excel 2010, 2013, or 2016 to demonstrate techniques, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

Who Should Attend
Practitioners seeking to understand alternatives to the SUM function in Microsoft Excel.

Topics Covered

  • Compare the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel
  • Discover the array of functionality the SUMPRODUCT function offers
  • Insert totals into lists with a few mouse clicks by way of Excel's Subtotal feature
  • Learn a simple design technique that greatly improves the integrity of Excel's SUM function
  • Quickly sum disparate sections of a spreadsheet with the SUBTOTAL function
  • Save time when aggregating data from multiple worksheets with Excel's INDIRECT function
  • Use a wildcard character with SUMIF to summarize data based on a partial match
  • Use Excel's OFFSET function to dynamically reference data from one or more accounting periods
  • Use the SUMIF function to summarize data based on a single criterion
  • Use the SUMIFS function to sum values based on multiple criteria
  • Verify sums and totals quickly by simply selecting cells with your mouse

Learning Objectives

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


Instructional Method
Group: Internet-based

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Previous Experience Working in Excel.

Advance Preparation

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