Financial Modeling in Excel: Conditional Logic Deep Dive (IF, AND, OR, SUBTOTAL, SUMIFS) | Session 2

Session 2 of Career Dreamway's Financial Modeling & Valuation Analysis (FM&A) program** — this is where Excel starts thinking. We move from basic functions into the conditional logic that powers every real financial model: filtering live data, nested IF statements, AND/OR logic, and multi-condition SUM/COUNT formulas. This is a full live class recording — follow along with your own workbook and dataset. 📘 What you'll learn in this session:** • Using AutoFilter on a live employee dataset • SUM vs SUBTOTAL — why SUBTOTAL is the one you actually want with filtered data • Single-condition IF formulas (salary-based tax slabs) • Nested IF (multiple tiered conditions in one formula) • Combining IF with OR (any-of conditions) • Combining IF with AND + OR together (multi-criteria decision formulas) • COUNTIF & COUNTIFS — counting with one or many conditions • SUMIF & SUMIFS — summing with one or many conditions • A real multi-criteria SUMIFS build on a healthcare billing dataset (row + column + extra condition) 🎓 Ready to build real financial models, not just formulas?** This is Session 2 of our complete FM&A program — designed to take you from Excel basics to investment-ready financial models and valuations. To see the full curriculum, upcoming batch dates, and get a free counselling call: 📞 WhatsApp / Call: +91-9217083983 🌐 Website: www.careerdreamway.com 🔔 New session every week — subscribe so you don't miss the next one. 👍 Like & comment "Session 2 done" if you're following along. 🕒 Timestamps 0:00 Setup / recap 1:30 AutoFilter on live data (employee dataset) 10:30 SUM vs SUBTOTAL on filtered data 15:00 Absolute references refresher & Gross salary setup 21:15 Single-condition IF (salary tax slabs) 25:15 Nested IF — multiple tiered conditions 33:00 IF + OR — matching any of several conditions 38:15 IF + AND + OR — combined multi-criteria logic 48:15 COUNTIF & date functions (MONTH, date formats) 55:15 COUNTIFS — counting with multiple conditions 57:30 SUMIF — summing with one condition 1:00:30 Real dataset: healthcare billing, multi-criteria setup 1:03:00 SUMIFS — summing with multiple conditions 1:12:30 Building a full SUMIFS formula step-by-step 1:16:30 Bonus question & wrap-up #ExcelForFinance #FinancialModeling #FMVA #ExcelIFFunction #SUMIFS #CareerDreamway #FinanceCareers