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Excel Accountant - Dealing with Duplicates

4.4 (8)

David Ringstrom, CPA

Excel Accountant

Friday, June 12, 2020 | 01:00 PM EDT

  • CPA Canada
  • CFEs
  • CIA
  • CMA
  • CPA
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

Upcoming Webinars

Additional Dates

Jun 25, 2021 | 03:30 PM EDT Register

Course Description

Identifying duplicate data and managing it within the spreadsheets has always been a challenge for most of us, especially in spreadsheets which are comparatively complicated in nature. Excel expert David Ringstrom, CPA brings here this presentation educating on how to identify such duplicate data and managing it within the spreadsheets, which will certainly prove beneficial to a huge extent. 

In this presentaion, David has covered a variety of subjects, including identification of duplicate data visually by way of Conditional Formatting feature, using a pivot table to determine how many duplicates are in a list and applying worksheet functions like SUMIF or COUNTIF to sum or count instances of duplicates.

David will demonstrate each technique atleast twice, firstly vide a step-wise Powerpoint presentation and secondly in a subscription-based MS Office 365 version of Excel and also he will draw your attention to differences in the older versions of Excel (i.e. 2019, 2016, 2013, etc)in his presentation and detailed handouts. He also provides an Excel workbook that includes most of the examples he uses during the webcast.

David brings it to your attention on the subscription-based product 'Office 365' which provides new feature updates as often as monthly as against the perpetual licensed versions of Excel such as Excel 2019, Excel 2016, and so on, which does not update and include latest features.

Learning Objectives

  • Duplicating Excel worksheets and Mouse Trick for the same
  • Define how to apply the Advanced Filter feature and the Remove Duplicates feature
  • Recognize the UNIQUE function and other features available only on the Office 365 only
  • Identify how to use a pivot table to quickly ascertain how many times duplicates appear within a list
  • Data validation tricks for preventing duplicate entries and unlocking validation cells

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • CEO
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • HR Professionals
  • Others
  • Outsourced CFO
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Young CPA

Testimonial

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(
    [no_of_record] => 8
    [average] => 4.3750
)
 

4.4

(8)
63%
25%
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13%
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ADV

I really enjoyed the excel classes, which helped me improve my knowledge. Many practical examples shared by David, that allow me to fully understand the logic behind it.

TH

Very useful information! I learned a lot about how to apply the advanced filter features and the remove duplicates feature