Exploring Excel: Six Ways to SUM

David H Ringstrom

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In this Excel training program, attendees will learn six worksheet functions available to sum data in Excel. They will discover the pros, cons, limitations, and uses of Excel’s worksheet summing functions and learn how to create more flexible formulas using the INDIRECT and OFFSET functions.

Why Should You Attend:

This webinar will illustrate how to quickly and easily verify sums and totals. Attendees will receive detailed handouts, with numbered steps, that serve as reference tools to fall back on after participating in the webcast. They will also receive an Excel workbook that includes most of the examples the instructor uses during the session.

Learning Objectives:

  • 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 verify sums and totals quickly using your mouse.
  • Apply the SUMIFS function to sum values based on multiple criteria.
  • Apply the SUMIFS function to summarize data based on a single criterion.

Areas Covered in the Webinar:

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

Who Will Benefit:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Excel User
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Government Personnel
Webinar Events
Live -Coming soon!

Training CD-USB

Physical CD-USB of recorded session will be despatched after 72 hrs on completion of payment

Premier pro price: $269 (save 10%)

Recorded video

Recorded video session

Premier pro price: $161 (save 10%)


Speaker: David H Ringstrom, Owner, Accounting Advisors, Inc

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. His 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.


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