Six Ways to Sum in Excel Live CPE Webinar

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Excel Accountant: Six Ways to Sum

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Learning Objectives

To identify what SUMIFS returns if you like to have data in another workbook that is not presently open in Excel.
To name the character that signifies a wildcard look-up within worksheet functions like SUMIF, VLOOKUP, or MATCH.
To recognize which versions of Excel that the AGGREGATE function is available in.

Course Description

You'll actually learn much more than six ways to sum in this presentation. Watch as Excel expert David Ringstrom, CPA, goes well beyond the SUM function to help you improve the resilience and integrity of your spreadsheets. You'll take summing to new levels with the SUBTOTAL and AGGREGATE functions, while you master using SUMIF and SUMIFS add up values based upon up to 127 criteria. David also will discuss the SUMPRODUCT function for multiplying and adding values at once.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) 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.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who should attend:

Practitioners seeking to understand Excel functions that can be used to sum data.

Topics covered:

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.
Using the SUMIF function to summarize data based on a single criterion.
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.
Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
Using the SUMIFS function to sum values based on multiple criteria.
Extending the functionality of the SUMIF function by incorporating wildcard characters within a formula.
Employing the SUMIF function to sum values related to multiple instances of criteria you specify.
Creating an in-cell list by way of Excel’s Data Validation feature.
Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.
Discovering the capabilities of the SUMPRODUCT function for calculating payroll and other amounts.

Webinar Qualifies For

2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
2 General Credit for Accountant/Bookkeeper/Tax Professionals
2 CPD Credit for CPA in Canada
2 PDC Credit of Business Acumen for SHRM Professionals (Approval No. 21-ANW9W)
2 CPE Credit for Certified Management Accountants (CMA)
2 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
2 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
2 CE Credit for Certified Wealth Strategist (CWS)
2 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

David. Ringstrom.

Partner, Excel Accountant (Do Not Use)

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

Microsoft Excel
Microsoft Access
Sage 50/Peachtree Accounting
QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

National Association of Certified Valuators and Analysts
Institute of Real Estate Managers
Georgia Society of CPAs
South Carolina Society of CPAs
Georgia Government Finance Officers Association
Atlanta chapter, American Society of Women CPAs
Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

Additional Information

Duration

2 Hours

Course Level

Basic

Instructional Method

Group Internet Based

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Ratings and Review

4.7

Excellent

Very Good

Average

Poor

Terrible

Ken Laraway, CPA (US)

Overall great but it is a lot to absorb, might need to be more time so one can digest the presentation before the subject hits you. It was a lot of material to be absorbed quickly.

Douglas Latham, CPA (US)

I thought the material was covered throughly and the presenter was very knowledgeable and did a great job.

Hsuu Vierling, CPA (US)

The lecture was very detailed and the instructor gave an enjoyable learning experience.

Tracy Penneau, CPA (US)

Great tips for Excel and using sum functions to create better spreadsheets.

Bwizu Siamachila, CFE

Great presentation of the not daily used functions

2 Credits

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Subject Area

Computer Software and Applications

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Verification Code

Excel Accountant: Six Ways to Sum

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

David. Ringstrom.

Other Details

Additional Information

2 Hours

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.7

Ken Laraway, CPA (US)

Douglas Latham, CPA (US)

Hsuu Vierling, CPA (US)

Tracy Penneau, CPA (US)

Bwizu Siamachila, CFE

Subject Area

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