Instructor for this course

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 to add up values based on 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 Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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.

  • 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.
  • Exploring how the INDIRECT worksheet function can automate pulling values from a group of individual worksheets.
  • 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.

Learning Objectives

  • Recognize what SUMIFS returns if you link to data in another workbook that is not presently open in Excel.
  • Identify the character that signifies a wildcard look-up within worksheet functions like SUMIF, VLOOKUP, or MATCH.
  • Identify which versions of Excel that the AGGREGATE function is available in.
Last updated/reviewed: June 11, 2018


Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course. Experience with Excel is helpful.

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  7:11Introduction to Excel Efficiency: 6 Ways to Sum
  9:56Smarter SUM Formulas
  10:01INDIRECT Function
  5:57SUM/OFFSET Functions
  7:10SUBTOTAL Function
  7:15Subtotal Feature
  8:08Formatting Subtotals
  5:45SUMIF Function
  5:50Introduction to SUMIF
  7:47SUMIF with Wildcard Criteria
  5:31SUMIF/OFFSET Functions
  9:14Data Validation - List of Months
  5:15SUMIFS Function with One Range Criteria
  5:01Introduction to SUMPRODUCT
  1:40:01Excel Efficiency: 6 Ways to Sum
  PDFSlides: Excel Efficiency: 6 Ways to Sum
  PDFExcel Efficiency: 6 Ways to Sum Glossary/Index
  XLSXWorkbook: Excel Efficiency: 6 Ways to Sum