Pragmatic Excel - Six Ways to Sum

In this comprehensive course, Excel expert David Ringstrom, CPA, explains six worksheet functions that can be used to sum data in Excel: SUM, SUBTOTAL, AGGREGATE, SUMIF, SUMIFS, and SUMPRODUCT. David covers the pros, cons, and limitations of each type of worksheet function suggests uses for ...

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Course Description

Who Would Be Interested in This Course:

Practitioners seeking to understand Excel functions that can be used to sum data.

 

Topics Covered:

 •        Discovering the capabilities of the SUMPRODUCT function.

 •        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.

 •        Verifying sums and totals quickly by simply selecting cells with your mouse.

 •        Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.

 •        Using a wildcard character with SUMIF to summarize data based on a partial match.

 •        Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function.

 •        Using the SUMIFS function to sum values based on multiple criteria.

 •        Using the SUMIF function to summarize data based on a single criterion.

 •        Using Excel’s OFFSET function to dynamically reference data from one or more accounting periods.

  

Learning Objectives:

Identify how to use the SUBTOTAL function to streamline summing multiple areas of a spreadsheet.

Recall how to quickly verify sums and totals using only your mouse.

Define how to use the SUMIFS function to sum values based on multiple criteria.

 

Level:

Intermediate

 

Format:

On-Demand Webcast

 

Instructional Method:

Self-Study

 

Program Prerequisites:

Some Experience with the SUM Function

 

Advance Preparation:

None

 


Course Walkthrough

  • Course: Pragmatic Excel - Six Ways to Sum
  • CPD Quiz - Pragmatic Excel - Six Ways to Sum
  • Slides: Pragmatic Excel - Six Ways to Sum
  • Sample File: Pragmatic Excel - Six Ways to Sum
  • Pragmatic Excel - Six Ways to Sum - Question and Answers
  • Feedback / comments
  • Certificate: Pragmatic Excel - Six Ways to Sum

About the Instructor(s)

Picture of David Ringstrom
David Ringstrom