Excel Accountant: Six Ways to Sum

4.5 (4)

David Ringstrom

Excel Accountant

Thursday, April 01, 2021 | 10:00 AM EST

  • CPA Canada
  • CMA
  • CPA
  • Tax Pros
  • SHRM
  • CFE

2 CPE | 2 CPD

$20

Subject Area

Computer Software and Applications

Upcoming Webinars

email extinguisher: simple steps to shrink the inbox

(344)

Dec 31, 2020 | 02:30 PM EST View Details

earn your salt : comprehensive state and local tax

(2)

Jan 26, 2021 | 12:00 PM EST View Details

executive overview of repatriation of foreign earnings (topic 606)

(3)

Feb 01, 2021 | 10:00 AM EST View Details

excel accountant: taming large spreadsheets

Feb 04, 2021 | 10:00 AM EST View Details

kpi’s (key performance indicators): how to implement them and achieve success through them

(5)

Feb 09, 2021 | 10:30 AM EST View Details

dealing with irs collections division (part i)

(207)

Feb 18, 2021 | 01:30 PM EST View Details

introduction to excel pivottables

(11)

Feb 22, 2021 | 10:30 AM EST View Details

tax practitioners ethics - latest

(4124)

Mar 01, 2021 | 12:30 PM EST View Details

excel accountant: speed tips part 1

(6)

Mar 03, 2021 | 09:30 AM EST View Details

qbo: build right chart of accounts - base for accounting and reading financial statement

(160)

Mar 03, 2021 | 09:30 AM EST View Details

12 powerful tax saving strategies for your small business owner clients

(12)

Mar 03, 2021 | 09:30 AM EST View Details

creative collection techniques best practices in accounts receivable collection

Mar 03, 2021 | 09:30 AM EST View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(82)

Mar 03, 2021 | 10:00 AM EST View Details

how to maximize itemized deduction (latest 2021)

(63)

Mar 03, 2021 | 10:00 AM EST View Details

practical guide to fraud 2020: including cash, inventory & general frauds

(35)

Mar 03, 2021 | 10:00 AM EST View Details

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.

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.

Who Should Attend?

  • Finance Pros
  • Bookkeeper
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Accounting Practice Owners
  • Senior Accountant
  • VP Accounts
  • Accounts Director
  • VP Finance
  • Cloud Accountants
  • Entrepreneurial Accountant
  • Bank Managers
  • Accounting Managers
  • Staff of Accounting Firm
  • Personal Financial Specialist
  • Bookkeepers & Accountants & Tax Preparers
  • Qualified Associate Financial Planner

Testimonial

4.5

(4)
75%
0%
25%
0%
0%