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: August 4, 2023
8 Reviews (47 ratings)


Member's Profile
Very helpful references and I liked how David walked through all the formulas in actual excel after he went over the slide, so you get to see everything twice. I do wish he would demo how he shows the formulas in those pop up bars (I cannot figure that out!).

Member's Profile
I am a proficient Exel user but David's class taught me some great new ways to use Excel and become even more proficient! I also really enjoyed David's teaching style.

Member's Profile
Good examples and excellent slides make it easy to understand and to recreate the results with your own data.

Anonymous Author
Good overview of the subject matter taught well by the instructor. Materials are well prepared and useful.

Anonymous Author
Helpful ways to sum. Although I am familiar with summing, this lesson was still helpful. Thanks!

Anonymous Author
Alot of different flavors of sums. Best to focus on just a few and really absorb them.

Anonymous Author
Great course and very informative! Take this if you need a refresher on SUM.

Member's Profile
Excellent excel course that have very useful functions

Course Complexity: Intermediate

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

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: 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 .
Instructor for this course
Course Syllabus
  Introduction to Excel Efficiency: 6 Ways to Sum7:11
  Smarter SUM Formulas9:56
  INDIRECT Function10:01
  SUM/OFFSET Functions5:57
  SUBTOTAL Function7:10
  Subtotal Feature7:15
  Formatting Subtotals8:08
  SUMIF Function5:45
  Introduction to SUMIF5:50
  SUMIF with Wildcard Criteria7:47
  SUMIF/OFFSET Functions5:31
  Data Validation - List of Months9:14
  SUMIFS Function with One Range Criteria5:15
  Introduction to SUMPRODUCT5:01
  Excel Efficiency: 6 Ways to Sum 1:40:01
  Slides: Excel Efficiency: 6 Ways to SumPDF
  Excel Efficiency: 6 Ways to Sum Glossary/IndexPDF
  Workbook: Excel Efficiency: 6 Ways to SumXLSX