Friday, March 7, 2014

Formula Friday - Sum

Using the sum function in Excel is a convenient and quick way to add small or large data sets.  The function can be used to sum consecutive numbers or non-consecutive numbers.  There are at least 4 ways to insert the formula into your spreadsheet:

1. Type the formula into the cell that you want to show the summed result in:
    • For consecutive numbers
      • =sum(Number1:Number2)
      • Example 1:
        • In this example I want to sum the total units of Sunday through Saturday in cell B9
        • In order to do this, in cell B9 type '=SUM(B2:B8)' and press Enter
        • Once I hit Enter I get the result of 38
        • To see the formula, click back into cell B9 and you will see the formula in the Formula Bar
    • For non-consecutive numbers
      • =sum(Number1,Number2)
      • Example 2
        • In this example I want to sum only the units for Sunday and Saturday in cell B9
        • In order to do this, in cell B9 type '=SUM(B2,B8)' and press Enter
        • Once I hit Enter I get the result of 10
        • To see the formula, click back into cell B9 and you will see the formula in the Formula Bar
    •  For a combination of consecutive and non-consecutive numbers
      • Example 3
        • In this example I want to sum only the units for Friday, Saturday and Sunday in cell B9
        • In order to do this, in cell B9 type '=SUM(B2,B7:B8)' and press Enter
        • NOTE: The difference between the consecutive and non-consecutive numbers is the difference of using either ' : ' or ' , '.  For consecutive numbers, use the ' : ' between the first and last number. For non-consecutive numbers, use a ' , ' between the numbers.
        • Once I hit Enter I get the result of 13
        • To see the formula, click back into cell B9 and you will see the formula in the Formula Bar
        •  

2. The second option is to click on the "Insert Function" icon next to the Formula Bar
    • Once the icon is clicked, the Insert Function window will pop-up
      1. Type in the word "sum" in the "Search for a function:" box
      2. Click the "Go" button
      3. Select "Sum" in the "Select a function:" section
      4. Click the "OK" button
    •  Next, the Function Arguments window will pop up
    • There are 2 options of how to enter the cell data into this window
      1. Type in the cell data
        • Below is an screenshot of what Example 3 from above would look like

      2. Use the cell selector icon to choose the cells you want to sum
        • Click the icon
        • The window will minimize
        • Click on the cell or consecutive cells you want to sum
        • Click on the icon on the right once you have finished
        • Repeat these steps for any additional non-consecutive cell(s) in Number2, Number3, etc.
    • Click OK
The 3rd and 4th options work best for summing consecutive cells. That being said, you can make adjustments to the formula to sum non-consecutive cells or a combination of both.
 
3. The 3rd option is to use the AutoSum function on the Home tab
  • Click on the cell that you want to display the summed result (which is usually best if it is adjacent to the data you want summed)
  • Click on the Home tab
  • Click on the AutoSum function in the Editing section
  • Excel will automatically add in the Sum formula and sum the adjacent cells
  • In this example, I want the summed total in cell C9
  • While in C9, I clicked on the AutoSum function on the Home Menu
  • Excel automatically entered the sum formula in C9 and assumed I wanted to sum the adjacent cells
  • If I am ok with the formula, I click Enter
  • If I want to make changes to the formula, I click into the cell to make changes, then press Enter
4. Finally, the 4th option I have is to use the AutoSum function on the Formulas tab in the Function Library
  •  Follow the same steps as you would in Option 3
 
Excel ya later!
 

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