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The functions, VBA, and shortcuts a finance operator actually uses — curated, with CFO examples. Prefer them pre-built? Grab a ready-made model.
SUM
AggregationAdd up a range of numbers — the first function anyone learns and still the most-used.
Difficulty
1What is it?
SUM adds all the numbers in one or more ranges. It's the function you reach for before any other, and it's forgiving: text and blank cells in the range are simply skipped, so a stray label at the top of a column won't break the total. You can point it at a single column, a whole block, or several separate ranges at once.
2What it looks like
SUM(number1, [number2], …)- number1
- The first number or range to add (usually a column like B2:B13).
- [number2], …
- Optional more numbers or ranges — up to 255, and they don't have to be next to each other.
3When you use it
- Total a column of amounts — the everyday roll-up.
- Add several non-adjacent ranges at once: =SUM(B2:B10, D2:D10).
- Build a running total with an anchored start: =SUM($B$2:B2) filled down.
4See it in action
Change the inputs — the formula and result update live. Prefer the real thing? Download the Excel file and open it in Excel.
Add up the amounts in B2:B5. Edit any cell and the total follows.
=SUM(B2:B5)$350,000| A | B | C | |
|---|---|---|---|
| 1 | Month | Amount | Result |
| 2 | Jan | $350,000 | |
| 3 | Feb | ||
| 4 | Mar | ||
| 5 | Apr |
The lime cell holds the formula — click it (or any cell) to see its contents in the bar above, just like Excel. Edit the blue cells to watch it recompute.
5Common errors
Total looks lowSome numbers are stored as text (left-aligned, often from a paste or import).Fix: SUM silently skips text — convert with VALUE(), multiply by 1, or use the green-triangle 'Convert to Number' fix.
#VALUE!A cell you reference directly (not as a range) contains an error.Fix: SUM ignores text but passes through error values — trace and fix the upstream #DIV/0!/#N/A.
#REF!A cell inside the SUM was deleted.Fix: Re-point the range at valid cells.
6Better functions & alternatives
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