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Mastering Excel: 6 Summing Functions
- Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
- Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
- Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
- Explaining the new XLOOKUP worksheet function being rolled out to Office 365 users.
- Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
- Improving the integrity of spreadsheets by using SUMIF to look up values in a more flexible fashion than VLOOKUP.
- Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
- Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
- Returning multiple columns of data with XLOOKUP from a single formula by using Office 365's dynamic array functionality.
- Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.
- Summing results from multiple columns with a single XLOOKUP function nested within a SUM function.
- Unearthing the key step in being able to format subtotaled cells without affecting hidden rows.
Overview of the webinar
Excel expert David Ringstrom, CPA, covers six worksheet functions available for summing data in Excel: SUM, SUBTOTAL, AGGREGATE, SUMIF, SUMIFS, and SUMPRODUCT. You’ll learn the pros, cons, and limitations of each type of worksheet function, along with suggested uses for each. In addition, David 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 Microsoft 365 (formerly 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.
Microsoft 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.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Excel Users
- Marketers
- Government Personnel
Why should you attend?
Practitioners seeking to understand Excel functions that can be used to sum data.
- Apply the INDIRECT and OFFSET functions to create more flexible formulas.
- Define three different contexts for Excel’s SUMPRODUCT function.
- Identify how to use the SUBTOTAL function to streamline summing multiple areas of a spreadsheet.
Faculty - Mr.David H. Ringstrom, CPA
Acclaimed Microsoft Excel expert David H. Ringstrom, CPA, is the president and owner of Accounting Advisors, Inc. based in Atlanta, Georgia. David founded Accounting Advisors in 1991 as a consulting-services business, but in 2009, he began teaching for continuing education providers as well. His mission since then has been to offer quality training on Excel and additional accounting software via live webcasts, on-demand self-study webcasts, and in-house engagements. More than 24 providers, located throughout the country as well as overseas, now look to David for their Excel and accounting software training needs.
David’s Excel courses cover the gamut of the software’s features and functions to provide CPAs as well as accounting and financial professionals the knowledge they need to work more efficiently and effectively in Excel. David is known for saying, “Either you work Excel, or it works you.” Based on this belief, he focuses on teaching users what they don’t know but should know about Excel.
His comprehensive yet easy to understand presentations cover Excel 2019, 2016, 2013, and 2010. David’s webcasts are fast-paced, and he welcomes attendees’ questions. In addition, his detailed handouts and slides serve as handy reference tools students can fall back on after participating in his webcasts or taking his self-study courses.