In this webinar, you’ll learn about six different worksheet functions available for summing data in Microsoft Excel: SUM, SUBTOTAL, AGGREGATE, SUMIF, SUMIFS, and SUMPRODUCT. You’ll also learn how to use Excel’s INDIRECT, OFFSET and Subtotal features. Upon completion of this course, you’ll be able to:
- 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
- Compare the AGGREGATE function in Excel 2010 and later to the SUBTOTAL function available in all versions of Excel
- Describe the array of functionality the SUMPRODUCT function offers
- Insert totals into lists with a few mouse clicks by way of Excel’s Subtotal feature
- Identify a simple design technique that greatly improves the integrity of Excel’s SUM function
- Quickly sum disparate sections of a spreadsheet with the SUBTOTAL function
- Explain how to save time when aggregating data from multiple worksheets with Excel’s INDIRECT function
- Use Excel’s OFFSET function to dynamically reference data from one or more accounting periods
- Use the SUMIF function to summarize data based on a single criterion
- Use the SUMIFS function to sum values based on multiple criteria
- Verify sums and totals quickly by simply selecting cells with your mouse
David teaches from the version of Excel in use by the majority of attendees, but he explains any differences in Excel 2007, 2010, 2013, and 2016. His webcasts are fast-paced, and attendees often are surprised at the amount of ground he covers in a session. He welcomes participants’ questions, so come ready to pick his brain. David’s detailed handouts serve as reference tools you can fall back on after participating in one of his webcasts. He also provides an Excel workbook that includes a majority of the examples he uses during each session.
CPE Credit: Participants can earn up to 2 CPE credits in the Computer Software & Applications field of study. Please note that CPE credit is only available for viewing the live program.
100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund. If you are not satisfied with the webinar, we will provide you a full refund. For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.
Level: Beginner
Format: Live webcast
Instructional Method: Group-Internet Based
Prerequisites: None
Advance Preparation: None
National Registry of CPE Sponsors: Clear Law Institute 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 the 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.learningmarket.org.

David Ringstrom
David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on 25 years of consulting and teaching experience. David’s 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.
Accounting Credits
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Clear Law Institute 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.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550.
CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.
Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.
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Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?
In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.
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