An overview of the Portfolio Model About Formulas About Functions Quick Fx Guide - detailed info about required functions  

Q- Fx Guide



To use the SUM Function:

    1.    Point and Click the cell in which you want the summed total
    2.    Enter the formula:


a.    Type:       =      

       The equal sign Indicates to Excel that you are entering a function

b.   Type:       SUM  

       This is the name of the function term
     c.   Type:         (          
       Open parenthesis Indicates the start of the argument, (which cells to add)
    d.    Input The Argument - The cells you would like to SUM by either:

        Clicking each individual cell desired (example: A1, A2, A3A15),

        Clicking the 1st cell of the row (or column) and dragging to last cell in row (or column) (example: A1 drag to A15, release),

        Using the keyboard cursors (arrows) arrow to the top/left most cell.    Press and Hold the SHIFT key and arrow down to the bottom/right most cell and release the SHIFT key, OR

        Typing in the named cells If you have already named the cell(s)


e.    Type:           )

                    Close parenthesis Indicates the end of the SUM argument.

    3.   Press  <Enter>
4.   The function will automatically total the cells.

Alternatively, use the Autosum button on the toolbar to replace steps 2 a,b,c, & e