Excel Dexterity: SUM, SUMIF, and More (video)

  • Credits: 2
  • Format: Self-Study Video
  • Field of Study: Computer Software and Apps
  • Author/Speaker: David Ringstrom
Course ID: Advanced Preparation: Experience Level:
DR-608.21 None Overview
Published Date: Program Prerequisites: Other Course Formats:
© June 2020 Basic Understanding of Technology N/A
COURSE DESCRIPTION

Follow along as Excel expert David Ringstrom, CPA explores several ways to sum data beyond the venerable SUM function. Expanding your knowledge of worksheet functions can markedly improve the resilience and integrity of your spreadsheets. Take summing to new levels with the SUBTOTAL and AGGREGATE functions, while you learn how to have SUMIF and SUMIFS add up values based upon up to 127 criteria. David also will discuss the SUMPRODUCT function.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention 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.

Topics include:
  • Using the SUMIF function to summarize data based on a single criterion.
  • Using the SUM function to drill through two or more worksheets.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.
  • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
  • Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
  • Verifying sums and totals quickly by simply selecting cells with your mouse.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.

Learning Objectives:

After reading the course material, you will be able to:

  • State which versions of Excel that the AGGREGATE function is available in.
  • Name what the SUMIFS function returns if a match cannot be found.
  • Recall the keyboard shortcut for the AutoSum feature.

Who Should Attend:
  • All Certified Public Accountants (CPAs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s:
NASBA