Six Ways to Sum in Excel (Currently Unavailable)

Author: David H. Ringstrom

When you participate in this course, 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 course.

Publication Date: September 2018

Designed For
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

• Recognize and apply the INDIRECT and OFFSET functions to create more flexible formulas
• Describe the capabilities of the SUMPRODUCT function
• Identify how to use the SUBTOTAL function to streamline the summing of multiple areas within a spreadsheet
• Identify mouse actions which allow you to choose statistic
• Recognize how to improve the integrity of SUM formulas in Excel
• Describe OFFSET and SUMIF's arguments
• Identify which Go To Special command allows you to select just the total rows when you've collapsed a subtotaled section of a worksheet
• Recognize SUMIF functions and how they apply to your data
• Identify keyboard shortcuts for the AutoSum feature
• Identify which versions of Excel the AGGREGATE function is available

Level
Intermediate

Instructional Method
Self-Study

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

Program Prerequisites
Previous Experience Working in Excel.

Advance Preparation
None