Six Ways to Sum in Excel (Completed)

Date: Monday, September 24, 2018
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

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 Excel 2016. He draws your attention to any differences in Excel 2013, 2010, or 2007 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.

Who Should Attend
Practitioners seeking to understand and apply Excel’s six summing functions.

Topics 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

  • Apply the INDIRECT and OFFSET functions to create more flexible formulas
  • Define the capabilities of the SUMPRODUCT function
  • Identify how to use the SUBTOTAL function to streamline the summing of multiple areas within a spreadsheet

Level
Intermediate

Instructional Method
Group: Internet-based

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

Program Prerequisites
Previous Experience Working in Excel.

Advance Preparation
None

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