A Summary of Ways to Sum in Excel -Video

Price: $29.99

CPE Credits: 2.0

Category: , ,

Course Number: VCXLSUDR

sum Excel

Description:
The title sounds like an Intro course but it really is not. Excel expert David Ringstrom, CPA, turns his focus on a variety of ways to sum data in Microsoft Excel. Go far beyond the SUM function with alternatives like SUBTOTAL and AGGREGATE. Multiply and add simultaneously with SUMPRODUCT, and add values based on criteria with SUMIF and SUMIFS. You’ll learn the pros, cons, and limitations of each type of worksheet function as well as suggested uses for each.
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 Covered:

  • 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.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts

Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David teaches from Excel 2010 in this session, but covers differences in Excel 2007, 2013, and 2016 where applicable.

Prerequisites: None

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: July 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • State which versions of Excel that the AGGREGATE function is available in.
  • Identify the arguments used by the SUMIF function.Name what the SUMIFS function returns if a match cannot be found.
  • Name what the SUMIFS function returns if a match cannot be found.

Description:
The title sounds like an Intro course but it really is not. Excel expert David Ringstrom, CPA, turns his focus on a variety of ways to sum data in Microsoft Excel. Go far beyond the SUM function with alternatives like SUBTOTAL and AGGREGATE. Multiply and add simultaneously with SUMPRODUCT, and add values based on criteria with SUMIF and SUMIFS. You’ll learn the pros, cons, and limitations of each type of worksheet function as well as suggested uses for each.
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 Covered:

  • 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.
  • Inserting totals into lists with a few mouse clicks by way of Excel’s SUBTOTAL function.
  • Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
  • Using the SUMIF function to summarize data based on a single criterion.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts

Delivery Method: Online QAS Self Study.

Level: Intermediate.

Version: David teaches from Excel 2010 in this session, but covers differences in Excel 2007, 2013, and 2016 where applicable.

Prerequisites: None

Advanced Preparation: None

AuthorDavid Ringstrom,CPA

Publication: July 2018

Format:  On-demand webcast ( video of a webinar)
Run-Time: 1 hr; 40 minutes

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • State which versions of Excel that the AGGREGATE function is available in.
  • Identify the arguments used by the SUMIF function.Name what the SUMIFS function returns if a match cannot be found.
  • Name what the SUMIFS function returns if a match cannot be found.
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