Excel Accountant - Dealing with Duplicates

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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

About Presenter

David Ringstrom, CPA

President, Accounting Advisors, Inc

david@acctadv.com

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach around 175 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more. I am the lead author for the Idiot's Guide; Introductory Accounting book.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

Accounting Advisors is an Atlanta-based firm helping businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include technical support, training, accounting automation, and problem solving.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

3.8
(4)
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  • ADV
    Ariel Diane Valencia
    Jun 15th 2020
    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
Tina Hop , CMA, CPA
Very useful information! I learned a lot about how to apply the advanced filter features and the remove duplicates feature

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MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

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Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
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Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
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Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
PPPFA Updates with Latest Guidance from SBA
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
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Friday, August 07, 2020 | 12:00 PM EDT View Details/Register
  • Cost $20
  • CPE Credits 2
  • Subject Area Computer Software and Applications
  • Course Level Intermediate
  • Instructional Method group internet based
  • Prerequisites
  • Advanced Preparation
  • Who should attend? Tax Practitioners Bookkeeper Accountant CFO/Controller Others CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Tax Firm Young CPA CPA in Business Outsourced CFO HR Professionals Tax Accountant (Industry) Accounting Practice Owners Senior Accountant CEO Entrepreneurial Accountant Tax Managers Accounting Managers Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Thursday, August 06, 2020 | 11:00 AM EDT View Details/Register
Excel Tips & Tricks: For every Accountant, CPA, Bookkeeper, Tax Professional, Auditor & Controller
Thursday, August 06, 2020 | 01:00 PM EDT View Details/Register
Data Analysis 101 - Getting to the heart of performance data
Thursday, August 06, 2020 | 01:30 PM EDT View Details/Register
Individual Tax Update 2020
Thursday, August 06, 2020 | 03:00 PM EDT View Details/Register
BASIS CALCULATIONS & DISTRIBUTIONS FOR PASS-THRU ENTITY OWNERS SCHEDULE K-1 ANALYSIS (LATEST)
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Practical QB Training - Year End Closing, Analysis, Being Tax/Audit Ready
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
FASB ASC 606 : TIPS ON ACCOUNTING & AUDITING FOR REVENUE RECOGNITION
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Accountant prepared a return and it is under Criminal Investigation by the IRS, Now What?
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
Estate Planning Fundamentals for IRAs 2020
Friday, August 07, 2020 | 09:00 AM EDT View Details/Register
BEYOND WORKING REMOTELY – Case Studies | Benefits | Challenges for Accounting & Tax Firms.
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, August 07, 2020 | 11:00 AM EDT View Details/Register
Basic Excel Skills for Accountants
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
PPPFA Updates with Latest Guidance from SBA
Friday, August 07, 2020 | 11:30 AM EDT View Details/Register
REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
Friday, August 07, 2020 | 12:00 PM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2020)
Friday, August 07, 2020 | 12:00 PM EDT View Details/Register