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◆ Formulas I · drill · Spreadsheet Formulas & Data track

Roll up the segments

SUMIF reads the labels for you — one formula rolls up an entire segment.
The freight desk sends its revenue as a raw ledger — one line per booking, the segment written out beside each amount — and the deck needs it by segment. A summary block is already framed on the right, its segments listed in its own order with a Total row waiting under them. Roll the ledger up into it, foot the summary, and show each segment as a share of the total.
train this drill → par 64s · optimal 61 keys · keyboard only · free
The shortcuts in this drill
Alt walks: tap Alt, release, then the letters in sequence — each key steps one ribbon menu. On a Mac, tap and use the same letters (KeyTips, Excel 2024+).
Ctrl+D⌘D on macFill down from the cell above
Build the logic once in the top cell, select down, and stamp it — the standard way to fill a schedule.
Ctrl+B⌘B on macBold
Bold marks structure: titles, total rows, anything the reviewer’s eye should land on first.
Alt h b p⌥ h b p on macTop border
Top border above a total row — the accounting ruling that says “this line sums the ones above.”
Ctrl+1⌘1 on macOpen the Format Cells dialog
The master formatting dialog — number formats, alignment, borders in one place when a ribbon walk would take longer.
Ctrl+S⌘S on macSave
functions you'll type: SUMIF() · SUM()
The optimal line
the par-setting sequence, straight through:
E4 =SUMIF($A$4:$A$14,D4,$B$4:$B$14) · select E4:E6 ctrl+d · E7 =SUM(E4:E6) · D7:E7 ctrl+b + alt h b p · F4 =E4/$E$7 · fill F4:F6 ↓ · ctrl+1 p · ctrl+s
More Formulas I drills
Margins across the page
Three ratio columns on one peer page — the margin, the growth rate and the EV/EBITDA multi
Total it both ways
SUM across and down, tie out the corner
Pin the reference
Cycle the reference locks — one pinned formula prices the whole grid
Common-size both statements
Both blocks ÷ their OWN revenue, $-locked so the fill can’t drift
← Point Mode SUMIFS → all 74 drills
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