Home Archives for SUMIF Function
September 20, 2012 Leave a Comment

Instructional Guide “9 Essential Excel 2010 Skills” – Download for Free

Instructional Guide "9 Essential Excel 2010 Skills"

Instructional Guide “9 Essential Excel 2010 Skills”

I want you to discover the scope of the Excel Training that I offer on my new video tutorial, “9 Essential Excel 2010 Skills.” So, I am offering the PDF of the Step-by-Step Instructional Guide that accompanies the video tutorial.

Link to The Company Rocks Free Resources Page

Click on this link to begin the download process for the Instructional Guide.

Instructions for Downloading the Free Instructional Guide

  1. Add this product to your secure shopping cart at my website.
  2. During Checkout, you can choose to either Register or Shop as a Guest
  3. You will need to provide a valid email address in order to receive the actual link to download my Instructional Guide.
  4. Even though you will be downloading this product, I had to set it up as a physical product with “Free Shipping.”
  5. Shortly after you complete the checkout process you will receive an email that contains a hyperlink to the file that you will download.
  6. You will be downloading a “zipped” file. So, once the download is completed, be sure to “unzip” this file!
  7. I created my Instructional Guide using the free Adobe Acrobat Reader.

Read the Instructional Guide and then Purchase my Video!

I am convinced that once you see the scope of the training in Excel 2010 that I offer, you will want to purchase the video tutorial. I offer my video in tow versions:

List of the “9 Essential Excel 2010 Skills”

9 Essential Skills for Excel 2010

9 Essential Skills for Excel 2010 Video Tutorial

These are the 9 Essential Skills that I have identified for my video tutorial:

  1. Entering Data Efficiently in Excel 2010
  2. Selecting Cell Ranges Efficiently in Excel 2010
  3. Creating and Using Named Cell Ranges in Excel 2010
  4. Applying Styles and Formatting to Excel 2010 Worksheets
  5. Working with Structured Data Sets in Excel 2010
  6. Working with Excel 2010 Formulas and Functions
  7. Using Paste Special Options in Excel 2010
  8. Using Data Validation in Excel 2010
  9. Using Excel 2010 “What-if” Analysis Tools

Excel 2010 Practice Files Included

When you purchase my video tutorial, you receive the same Excel 2010 Worksheets that I used while filming each of the 25 video tutorials. Using the same files as you view my videos, you will be able to practice your new skills. And, of course, you also receive the same Instructional Guide that I am offering for free!

I welcome your feedback! Please send me your comments via email – danny@thecompanyrocks.com – or by adding a comment below.

Thank you!

 

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Filed Under: COUNTIF and SUMIF Functions, Data Validation, Everyday Calculations in Excel, Excel Basics, Excel Data Tables and Lists, Excel Formulas, Excel Functions, Excel Training, Format Cells in Excel, Goal Seek in Excel, MS Excel Tips, MS Excel Training, Names for Cells and Ranges, New in Excel 2010, Online Store for The Company Rocks, Subtotals and Outlines in Excel, SUMIF and SUMIFS Functions, Video Training Courses, What-if Analysis Tagged: , , , , , , , , , , , , , , , , ,
September 19, 2011 2 Comments

How to Create a Summary Report from an Excel Table

Functions for Executive Summary

Functions for Executive Summary

I created this Excel Video Tutorial in response to a viewer who, in her company, is not permitted to use a Pivot Table to create a report. Unfortunately, this happens more often than you might think. Nevertheless, I promised to share my tips and advice. I think that many of this tips will help Excel users at all levels.

Tips Covered in this Video Tutorial

  • Use Advanced Filter to Extract a list of unique customer names from a range with @ 4,300 records.
  • Later in the lesson, I show you how to extract this list to a different worksheet – a tip that will save you time when preparing your reports!
  • How and why to convert a normal range of data into a TABLE in Excel 2007 / 2010 or into a LIST in Excel 2003.
  • How to create “Named Ranges” for your key data cells and to use them in your Formulas and Functions.
  • How to use the SUMIF, AVERAGEIF and COUNTIF Functions in your summary report.

Keyboard Shortcuts Used in this Tutorial

  • Ctrl + T to convert to a TABLE in Excel 2007 / Excel 2010
  • Ctrl + L to convert to a LIST in EXCEL 2003
  • Ctrl + A to open up the Function Arguments Dialog Box
  • Ctrl + Shift + F3 to open the Create Names Dialog Box
  • F3 to open the Paste Names Dialog Box

I decided that I will only make this video available on YouTube – I think that you will enjoy the clarity that you get from the High-Definition / Full Screen Mode.

Watch Tutorial in High Definition on YouTube

Follow this link to view this Excel Tutorial in High Definition on my YouTubeChannel – DannyRocksExcels

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I invite you to visit http://shop.thecompanyrocks.com – my new online shopping website.

Watch Video Now

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Filed Under: COUNTIF and SUMIF Functions, Excel Data Tables and Lists, Excel Functions, Excel Training, Keyboard Shortcuts, Names for Cells and Ranges, YouTube Videos by Danny Rocks Tagged: , , , , , , , , , ,
June 8, 2011 Leave a Comment

Refer to an Excel Table Field When Writing Formulas

Refer to Excel Table in Formula

Refer to Excel Table in Formula

While I strongly recommend creating “Named Ranges” that you can refer to in an Excel Formula, there is one drawback. By default, “named ranges” refer to “Absolute” Cells – e.g. $A$1:$A$15

However, what happens when your data set expands? For example, when you add records beyond row 15 in this case.  Now, your formulas do not refer to the additional data in each field. You need to find a way to automatically expand the range of cells that your formula refers to.

Tables in Excel 2007 and Excel 2010

Fortunately, if you are using either Excel 2007 or Excel 2010, you can “format” your data set as an EXCEL TABLE and take advantage of many great options:

  • When you append records (rows) , the definition of your Table automatically expands.
  • You can “name” your table to reflect its contents. For example, in this video I name my Table – DRTable –  and I refer to it in my formulas.

Writing Formulas that Refer to Excel Table Field

In this video tutorial I use the SUMIF Function. Remember that I have “named”my table DRTable. Here is how I begin my formula. =SUMIF(DRTable[Customer]. Notice the use of brackets ([ ]) around the [Customer] Field in the formula. This is the gotcha step in this lesson.

Watch This Video in High Definition on YouTube

I created this video tutorial in High Definition Mode. Click on this link to view it on my YouTube Channel – DannyRocksExcels

Get my best-selling DVD-ROM, “The 50 Best Tips for Excel 2007” – Visit my Online Bookstore for more information.

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Filed Under: Excel Data Tables and Lists, Excel Training, SUMIF and SUMIFS Functions, YouTube Videos by Danny Rocks Tagged: , , , , , ,
April 23, 2011 Leave a Comment

Create an Accounts Payable Summary Report in Excel

Accounts Payable Status Summary

Accounts Payable

Here is another video lesson that I created to answer a question from one of my viewers. In this case, the request is for help in creating an Accounts Payable Summary Report in Excel.

Formula to Create Label for Status

My viewer wants to know how to create one formula that will report the status of an Invoice as “Paid,” “Pay Now,” or “Delay.” To do this I “nested” one IF() formula inside another IF() formula. I used the ISBLANK() function as my first “logical test” in the formula. ISBLANK returns either TRUE or FALSE, so it is a good Function to become familiar with.

One of my “best practices” when learning how to “nest” IF Formulas, is to create each one separately – to test the results – and then copy and paste them into the combined formula.

Use SUMIF() Function to Total Status

Now, that your formula returns a status label for each invoice, you can use the SUMIF Function to search in the Named Range “Status” for the cells that match the criteria (Paid, Pay Now, Delay) and then Sum the Invoice Amounts for each category.

Watch This Video in High Definition on YouTube

Here is the link to my YouTube Channel, DannyRocksExcels, where you can watch this in High Definition.

Download this Excel Workbook

Follow this link to go to my Public SkyDrive to download this workbook to practice with.

Create an Accounts Payable Report in Excel [ 8:15 ] Play Now | Play in Popup | Download (1680)
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Filed Under: Excel Financial Tools, Excel Functions, Excel Training, SUMIF and SUMIFS Functions Tagged: , , , , , , , ,
April 22, 2011 Leave a Comment

How to Use SUMIF in Excel to Total Year-to-Date Sales

One of my viewers asked for my help to use the SUMIF Function in Excel to total Year-to-Date (YTD) Sales. Generally, the SUMIF Function is very easy to set up and use. However, when you need to refer to a “date” in the criteria argument, there is a “Got’cha” step.

How to Write the Formula for Year-to-Date Sales

=SUMIF(Date, “<=”&TODAY(), Sales) Notice how the <= comparison operator is enclosed within ” ” (Quotation Marks) and I use the & (ampersand) to join the TODAY() Function. Be careful when you write this fomula. In my experience, when I try to write THIS formula in the “Functions Argument” Dialog Box, I almost always get an Error Message.

Create and Use Named Cell Ranges in SUMIF Function

As a best practice, I encourage you to create and use “Named Cell Ranges” in your formulas. This is especially helpful with the SUMIF, SUMIFS, COUNTIF, COUTIFS functions because you are usually looking inside extensive ranges of data.

Another Way to Total Year-to-Date Sales

For many years, I did not realize that there was a SUMIF Function. So, I used to create an extra column and write to formulas to compute the YTD Sales. If you do want to or need to see YTD sales in each cell, I show you how to do this by writing just one formula.

Watch Lesson in High Definition

Follow this link to view this video lesson in High Definition on my YouTube Channel – DannyRocksExcels

Download My Free Video Lessons on Pivot Tables

Click here to learn about my 24 minute video recordings “Introducing Pivot Tables.” I have two versions – One for Excel 2003 and one for Excel 2007. I am offering both of them as a “free of charge” downloadable product!

How to Use the SUMIF Function to Total Year to Date Sales [ 5:09 ] Play Now | Play in Popup | Download (1424)
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Filed Under: Date Functions and Formats in Excel, Excel Training, Podcast Tips & Timesavers, SUMIF and SUMIFS Functions Tagged: , , , , , ,
December 7, 2010 2 Comments

Use the SUMPRODUCT Function to Total Lists Using Multiple Criteria

In Excel 2007 and Excel 2010 you can use the new SUMIFS Function to total a list using multiple criteria. This is a great new feature!

But … what if you are using Excel 2003 or earlier? Or, if you collaborate with colleagues and clients who use older versions of Excel – how can you use multiple criteria to select the records that you want to Sum? You can use the SUMPRODUCT Function as I demonstrate in this video lesson.

The 50 Best Tips

The 50 Best Tips Series

Key Concepts

  • Create – and use – Named Cell References for Ranges / Arrays in your formulas
  • Use the Function Arguments Dialog Box – Use the keyboard shortcut Ctrl + A to bring this up
  • Use the F3 Keyboard Shortcut to bring up the Named Ranges List
  • In this lesson, use () to enclose each Array Argument
  • In this lesson, use * to substitute for the , to separate each Array in the formula (Edit this in the Formula Bar)

There are usually several ways to solve any problem in Excel. This is a good procedure to learn – regardless of the version of Excel that you use.

Click here to view the 1st part of this series on how to use the SUMPRODUCT Function in Excel.

You can view this Excel Video in Hig Definition, Full Screen Mode on my YouTube Channel – DannyRocksExcels by clicking here.

I cover the SUMIF and SUMIFS Functions in greater detail on my DVD, “The 50 Best Tips for Excel 2007.” Click here to start shopping using my secure shopping cart.

Learn how to “Master Excel in Minutes – Not Months!”

Using the SUMPRODUCT Function to Total a List Using Multiple Criteria [ 7:47 ] Play Now | Play in Popup | Download (1121)
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Filed Under: Excel Functions, Excel Training, Podcast Tips & Timesavers, SUMIF and SUMIFS Functions Tagged: , , , , , , , , ,
July 8, 2010 1 Comment

Two Ways to Produce an Executive Summary of an Excel List

On one of the technology blogs that I follow, there is a debate over the best way to produce an Executive Summary of the information in an Excel Data List. Some people like the idea of using Excel’s =SUMIF() Function for this while others recommend creating a Pivot Table as the summary.

You decide – after watching this short video demonstration using both approaches. And, add a comment or drop me an email to let me know your thoughts.

This Excel Video Lesson is available for you to download as a Podcast on iTunes.

Follow this link to go to the “Danny Rocks Tips and Timesavers” podcast.

Learn how to “Master Excel in Minutes – Not Months!”

Summarize Excel Data with SUMIF Function or Create a Pivot Table [ 5:10 ] Play Now | Play in Popup | Download (1088)
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Filed Under: COUNTIF and SUMIF Functions, Excel Training, Pivot Tables, Podcast Tips & Timesavers, Video Training Courses Tagged: , , , , , , , , , ,
February 11, 2010 2 Comments

Video Tour My DVD – The 50 Best Tips for Excel 2007

I invite you to join me on a four minute, seven second video tour of my new instructional DVD, “The 50 Best Tips, Tricks & Techniques for Excel 2007.”

This DVD is different. If you want to learn Excel and you are pressed for time (and who isn’t these days?) this is the DVD for you. I give you over 5 1/2 hours of focused video instruction. The average length of each video lesson is 6 1/2 minutes! So you can find the topic that you want, learn it, and put it into practice at home or at work in under 10 minutes!

As a bonus, I include the 50 Excel worksheets that I used to create and film the video lessons. Now you can practice the tips to master your new Excel skills!

Follow this link if  you want to see the complete list of the 50 video lessons on my DVD.

Are you ready to purchase “The 50 Best Tips for Excel 2007?” Follow this link to enter the online bookstore for The Company Rocks. This is a secure shopping site. And, I guarantee that you will be satisfied with your purchase. If you are not satisfied with your purchase, I will refund you money – no questions asked!

Sincerely,

Danny Rocks

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Filed Under: Excel Training, MS Excel 2007 DVD, MS Excel Tips, Online Store for The Company Rocks, Tips and Time Savers, Video Training Courses Tagged: , , , , , , , , , , ,
October 18, 2009 2 Comments

Use the =TODAY() Function to Identify Past Due Invoices

Here is another response to a viewer request. The letter asks for my help in identifying, counting and totaling the amount of “Past Due” invoices. In the viewer’s letter, she wanted me to use the =NOW() Function. This function returns the current date and time (Hour, Minute, Second) from your computer’s system clock. The =TODAY() Function is similar, but it returns only the current date. Both the =NOW() and =TODAY() Functions are “volatile.” This means that the value that they return will automatically update according to your computer’s system clock. This makes them excellent reference points in formulas that identify “Past Due” invoices.

In addition to using the =IF() Function to identify the invoices that are “Past Due,” I also demonstrate two other functions: =COUNTIF() to total the number of “Past Due” invoices and =SUMIF() to give me the total dollar amount that is “Past Due.” I recreate these formulas, this time, using “named cell ranges” in the formulas.

Finally, I show you a great new Filtering Feature in Excel 2007 – the ability to filter by time period e.g. “Next Week!”

Related Videos

Check out my new DVD, “The 50 Best Tips, Tricks, and Techniques for Excel 2007.” It contains over 5 1/2 hours of training for Excel 2007. You can locate the specific tip that you want to learn – and in @ 6 minutes, you will have received all of the information that you need to become more productive in this area.

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Filed Under: COUNTIF and SUMIF Functions, Excel Financial Tools, Excel Training, Video Response to Viewers Tagged: , , , , ,
June 7, 2009 2 Comments

My New DVD – The 50 Best Tips for MS Excel 2007 is now on sale

50 Best Tips fo MS Excel

New! Now available from the online store at www.thecompanyrocks.com

Do you ever have one of those “A-ha” moments? You know – those moments when everything falls into place. When everything becomes crystal clear. When you finally “get it!”

Well, here is your opportunity to experience 50  “A-ha” moments. Here is a great way for you to learn “The 50 Best TIps, Tricks, and Techniques for Microsoft Excel 2007.”

I spent almost three months filming these short Excel training videos. I worked hard to create this DVD in order to make it easy for you to learn how to remain productive at work while learning to use the new Excel 2007 interface.

And, the Excel 2007 interface is really quite different.

So different, that many long-time Excel users just give up on it and return to the tried and true Excel 2003 program.

And that is too bad. Because, Excel 2007 allows you to perform so many business tasks faster and better. But … first, you must get over “the initial learning curve” to understand how to navigate in Excel 2007.

This DVD makes it easy for you to learn how to use Microsoft Excel 2007 – guaranteed!

In selecting the 50 Best Tips for Excel 2007, I wanted to include tricks that all Excel users could put to use – now! I include tips at the Introductory, Intermediate and Advanced levels.

Each lesson is short – five to six minutes on average – and focused on just one topic. Each lesson on the DVD is self-contained – I teach you how to solve one problem per lesson.Overall, the DVD contains 5 1/2 hours of training on Excel 2007!

This DVD is available exclusively from the SkillPath Seminars bookstore. They are offering it for sale at the introductory price of $49.95 Here is a link to the demonstration / order now page.

I am proud of this product. I know that you will gain some new insights into how to get the most out of Excel 2007. I welcome  your feedback. Please drop me a note  – danny@thecompanyrocks.com Or … add your comments below for all readers to share.

Thank you for your support!

Danny Rocks

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Filed Under: Excel Training, MS Excel 2007 DVD, Online Store for The Company Rocks Tagged: , , , , , , , , , , , ,
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