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Excel Accountant: Dealing with Duplicates 2 Credits

Feb 13, 2025, 12:30 PM ET

Excel Accountant: Dealing with Duplicates 2 Credits

  • Rating

    4.6
  • Reviewed on

    January, 2024
  • Subject Area

    Computer Software and Applications

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Feb 13, 2025, 12:30 PM ET

Learning Objective

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

Course Overview

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

In this Online CPE Excel Course, David has covered a variety of subjects, including the identification of duplicate data visually by way of the 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.

Excel expert David will demonstrate each technique at least twice, firstly via a step-wise PowerPoint presentation and secondly in a subscription-based MS Office 365 version of Excel 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.

Key Topics Covered: 

  • Using Fill Handle to Populate Dates
  • Advanced Filter - Duplicates in Place
  • Using SORT/UNIQUE Together
  • Resolving Pivot Table Duplicate Values
  • Conditional Formatting – Duplicates
  • Data Validation to Prevent Duplicate Entries

David brings to your attention 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 do not update and include the latest features.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for CPA in Canada 2 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more
David Ringstrom , CPA (US)

President, EXCEL Accountant

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

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
  • Institute of Real Estate Managers
  • 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 over 200 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 am the co-author of Idiot's Guide to Introductory Accounting. 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.

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

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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

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Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

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To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

RDC

Rovan Dela Cruz, Staff Accountant
5

Thank you to David and the Moderators. I was able to learn specifics on Duplicates which I need to be refreshed from my class. The webinar catered all the topics but the problem might be with me because I was information overloaded. Regardless I have handouts that would help me when I need to study once again. Thank you.

KE

Karla Eden, CPA (US)
5

The instructor covered a lot in a short period of time. It helped that he went over it first and then actually showed step by step in actual examples.

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