Excel after Catalina

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Level 1

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Excel after Catalina

I am using iMac from 2013 with MoJave and have not yet moved to Catalina because I am heavy user of excel 2011 and I understand that will no longer work after move to Catalina. I would prefer to use Numbers in future to replace what I do with excel but up to this time I have used Numbers only for relatively simple spreadsheets. I like to think that Numbers must be able to do most of what I use in Excel, but I am not certain. For example, I have an excel spreadsheet that uses the "DSUM" command. If I open this spreadsheet in Numbers it does not convert the formulas to any Numbers equivalent. But can anyone from the community tell me if there is a workaround within Numbers to accomplish what the DSUM command does in excel? Or should I just forget about Numbers and get Office 365 to keep using excel? Thanks for your help.

iMac 21.5", macOS 10.14

Posted on Nov 8, 2019 7:16 AM

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Answer 1

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SGIII

Level 8

36,134 points

Nov 8, 2019 2:04 PM in response to hershey06

As you probably know DSUM is a very old function, largely replaced by SUMIFS and its cousins. Both Excel and Numbers support SUMIFS. Since the concept is so similar you should have no problem converting from DSUM to SUMIFS, but if you do, feel free to post.

Here is the description of SUMIFS with examples in Help > Formulas and Functions Help .

I don't see your Excel file but if you are doing a budget I highly recommend having a look at the excellent 'Personal Budget' Template at File > New in your menu. Here (Dropbox download) you can download a slightly expanded version, which uses SUMIFS to show monthly totals. It looks something like this.

SG

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Answer 2

Nov 8, 2019 8:24 AM in response to hershey06

Numbers treats the rows of a table like records where each column is a field. It does not support dsum directly but you can definitely get the same results. if you share a representative sample of your data (omitting private information) we can help you.

if this is for a business I would be careful updating until you have a known reliable solution.

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Answer 3

hershey06 Author

Level 1

10 points

Nov 8, 2019 1:30 PM in response to Wayne Contello

Thanks for your offer to help. I am attaching a small sample excel file titled Sample Home Budget. You will see that in the worksheet titled Monthly Income Statement cells C4:D9 all use the DSUM command. This is basically my do-it-yourself Quicken replacement. I download banking information each month into a separate worksheet. I manually enter a category name for each item. The DSUM command is used to add up the totals for each category by month so that I can track how spending varies month to month by category. For brevity I am only showing data for 3 moths and six categories of spending and all dollar amounts are just random amounts so no private information is here. Also I am not doing this for a business, only for home use. But I do still want to understand if Numbers can be used for this purpose. It seems to me to be a pretty basic use for spreadsheet software. Thanks again for your help.

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Answer 4

hershey06 Author

Level 1

10 points

Nov 9, 2019 6:52 AM in response to SGIII

Wow. This is exactly what I was looking for. Thanks so much!

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Excel after Catalina

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