11/06/2024
11 am pt / 12 pm mt / 1 pm ct / 2 pm et
*approximate length: 45 minutes to 1 hour
presenter: david ringstrom, cpa
in this presentation author and excel expert david ringstrom, cpa shares several worksheet functions with you that will enable you to sum data in a variety of ways. techniques include maximizing the statistics that appear on excel's status bar, using the autosum feature, and future-proofing the sum function. david will also compare the subtotal function with the subtotal feature, contrast sumif and sumifs, demonstrate sumproduct, and much more.
david is the author of “exploring microsoft excel's hidden treasures: turbocharge your excel proficiency with expert tips, automation techniques, and overlooked features”. he demonstrates every technique at least twice: first, on a powerpoint slide with numbered steps, and second, in the subscription-based excel for microsoft 365. david draws your attention to any differences in excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. the handouts include an excel workbook with most of the examples he uses during his demonstrations.
excel for microsoft 365 is a subscription-based product that receives periodic feature updates. conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.
who should attend: professionals seeking to use microsoft excel more effectively.
topics typically covered:
- using the sumproduct function to count the number of # sign errors in a worksheet.
- improving the integrity of spreadsheets by using sumif to look up values in a more flexible fashion than vlookup.
- verifying sums and totals quickly by simply selecting cells with your mouse.
- using the sumifs function to sum values based on multiple criteria.
- summing disparate sections of a spreadsheet quickly with the subtotal function.
- inserting totals into lists with a few mouse clicks by way of excel’s subtotal feature.
- learning a simple design technique that greatly improves the integrity of excel’s sum function.
- 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.
- discovering the capabilities of the sumproduct function for calculating payroll and other amounts.
- using the sum function to drill through two or more worksheets.
learning objectives:
- identify how to improve the integrity of sum-based formulas in excel.
- state what sumif returns if a match cannot be found.
- recall the maximum number of criteria pairs that the sumifs function permits.
level: intermediate
david h. ringstrom, cpa, is an author and nationally recognized instructor who teaches scores of webinars each year. his excel courses are based on 25 years of consulting and teaching experience. david’s mantra is “either you work excel, or it works you,” so he focuses on what he sees users don’t, but should, know about microsoft excel. his goal is to empower you to use excel more effectively.