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Surveying Summing Functions in Excel (Video) (Course Id 2636)

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Author:

David Ringstrom, CPA

Course Length:

Pages: 3 ||| Review Questions: 6 ||| Final Exam Questions: 10

CPE Credits:

2.0

IRS Credits:

0

Price:

$29.95

Passing Score:

70%

Course Type:

Video
Surveying Summing Functions in Excel (Video) - CPE course for CPAs

Technical Designation:

NonTechnical

Field Of Study:

Computer Software & Applications

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course covers several worksheet functions that enable summing data in Excel in a variety of ways, including SUBTOTAL, SUMIF, and SUMPRODUCT.

  • Covers maximizing the statistics that appear on Excels Status Bar and using the AutoSum feature.
  • Compares the SUBTOTAL function with the Subtotal feature for summarizing filtered data.
  • Contrasts SUMIF and SUMIFS and demonstrates the SUMPRODUCT function for complex calculations.
  • Worth 2.0 CPE credits in Computer Software and Applications as a self study video course on Excel summing functions, requiring a 10 question final exam preceded by 6 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The Surveying Summing Functions in Excel course identifies how to improve the integrity of SUM based formulas.

This course states what SUMIF returns if a match cannot be found.

This course recalls the maximum number of criteria pairs the SUMIFS function permits.

This Surveying Summing Functions in Excel video course carries 2.0 CPE credits in Computer Software and Applications as a NonTechnical, self study course, requiring a 70% score on a 10 question final exam preceded by 6 review questions (optional). CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

In this presentation author and Excel expert David Ringstrom, CPA shares several worksheet functions with you that will enable you to sum data in a variety of ways. Techniques include maximizing the statistics that appear on Excel's Status Bar, using the AutoSum feature, and future-proofing the SUM function. David will also compare the SUBTOTAL function with the Subtotal feature, contrast SUMIF and SUMIFS, demonstrate SUMPRODUCT, and much more.

David is the author of “Microsoft Excel 365 for Dummies”, “Exploring Microsoft Excel’s Hidden Treasures”, and has written or co-authored six other books. He demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Excel for Microsoft 365. David draws your attention to any differences in Excel 2021, 2019 or 2016 during the presentation and in his detailed handouts. The handouts include an Excel workbook with most of the examples he uses during his demonstrations.

Excel for Microsoft 365 is a subscription-based product that receives periodic feature updates. Conversely, perpetually licensed versions have year numbers in their names and do not receive any feature updates.

Usage Rank:

10000

Release:

2025

Version:

1.0

Prerequisites:

Prior experience with Microsoft Excel is recommended.

Experience Level:

Overview

Additional Contents:

Complete, no additional material needed.

Additional Links:

Advance Preparation:

None.

Delivery Method:

QAS Self Study

Intended Participants:

Anyone needing Continuing Professional Education (CPE).

Revision Date:

21-Aug-2025

NASBA Course Declaration:

Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.

Keywords:

Surveying Summing Functions in Excel (Video) - CPE course for CPAs

Learning Objectives:

Course Learning Objectives

Upon completion of this course, participants will be able to do the following:
  • Identify how to improve the integrity of SUM-based formulas in Excel.
  • State what SUMIF returns if a match cannot be found.
  • Recall the maximum number of criteria pairs that the SUMIFS function permits.

Course Contents:

Chapter 1 - Surveying Summing Functions in Excel

Chapter 1 Review Questions

Key Terms

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