Course info

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 “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. 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 SUM function to drill through multiple worksheets.
• Incorporating comparison operators within SUMIF to sum numbers based on range criteria.
• Exploring how the INDIRECT function can automate pulling values from a group of individual worksheets.
• Improving SUM integrity with a simple design technique.
• Summing sections quickly with the SUBTOTAL function.
• Most features and functions work in Excel for Mac as well but expect differences.
• Removing duplicates from a list with the UNIQUE function in Excel 2021 and later.
• Verifying sums and totals quickly by simply selecting cells with your mouse.
• Using SUMIFS to total values based on multiple conditions.
• Using SUMIF to total values based on a single condition.
• Crafting self-resizing formulas with  the Spilled Range Operator in in Excel 2021 and later.
• Adding totals and filters that automatically adjust based on which rows are visible.