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Six Approaches to Summing Excel Data
- Comparing the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel
- Learning the array of functionality that the SUMPRODUCT function offers
- 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
- Summing disparate sections of a spreadsheet quickly with the SUBTOTAL function
- Saving time when aggregating data from multiple worksheets with Excel’s INDIRECT function
- Transforming SUM, MIN, and MAX into multi-criteria array formulas
- 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
- Using the SUMIF function to summarize data based on a single criterion
- Using the SUMIFS function to sum values based on multiple criteria
- Using the SUMPRODUCT function to count the number of # sign errors in a worksheet
- Verifying sums and totals quickly by simply selecting cells with your mouse
Overview of the webinar
In this presentation, Excel expert David Ringstrom, CPA, explains six worksheet functions—SUM, SUBTOTAL, AGGREGATE, SUMIF, SUMIFS, and SUMPRODUCT—that are available for summing data in Excel. David covers the pros, cons, and limitations of each type of worksheet function as well as suggested uses for each.He also shares how to create more flexible formulas using the INDIRECT and OFFSET functions, and how to quickly and easily verify sums and totals.
David will demonstrate techniques from Excel 2016, but his detailed handouts identify differences in Excel 2007, 2010, 2013, and 2016 when needed. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts, with numbered steps, serve as reference material you can utilize going forward. He also provides an Excel workbook that includes most of the examples he uses during the webcast.
Who should attend?
- Accountants
- CPAs
- CFOs
- Controllers
- Excel User
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
Why should you attend?
After attending the webcast, participants will be equipped to:
- Apply the INDIRECT and OFFSET functions to create more flexible formulas
- Define two different contexts for Excel’s SUMPRODUCT function
- Identify how to use SUBTOTAL to streamline summing multiple areas of a spreadsheet
- Recall how to save time when aggregating data
- Apply a wildcard character to summarize data based on a partial match
- Define how to improve the integrity of Excel’s SUM function
- Apply the SUMPRODUCT function to sum values
- Recall how to reference data from one or more accounting periods
- Identify how to verify sums and totals using your mouse
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.