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SUMIF

Copilot Expense Categorization in Excel

By Jeff Lenning | August 4, 2026 |

Copilot in Excel can save a tremendous amount of time on routine finance tasks. In this tutorial, we walk through three exercises that show how Copilot can assign expense categories from a reference table, generate a formula-based summary, build a PivotTable report, and even write step-by-step documentation for future updates. If your team processes expense…

Count and Sum Negative Numbers

By Jeff Lenning | November 28, 2023 |

Welcome to our tutorial on how to count and sum negative numbers in Excel! We will cover three exercises where we will learn how to utilize COUNTIF, SUMIF, and conditional formatting to count, sum, and identify negative transactions. By the end, you will have multiple techniques to operate on negative numbers in Excel. Let’s jump…

Excel SUMIF Function

By Jeff Lenning | April 18, 2023 |

In this post, we’re going to dive into one of the most useful techniques in Excel … conditional summing. We will discuss the SUMIF function, what it does, what its arguments are, and how it compares to SUMIFS, VLOOKUP, and COUNTIF. Video What the SUMIF Function Does So, what is SUMIF in Excel? SUMIF is…