Excel Accountant: Dealing with Duplicates

David Ringstrom, CPA

Excel Accountant

  • CPA
  • TAX PROS
  • CMA
  • CPA(Canada)

Before starting this self study program, please go through the instructional document.

Overview

  • Duplicating Excel Worksheets4 mins
  • Mouse Trick to Duplicate Worksheets6 mins
  • Format Painter14 mins
  • Remove Duplicates Feature34 mins
  • Using SORT/UNIQUE Together48 mins
  • COUNTIF/COUNTIFS Introduction65 mins
  • Data Validation - Prevent Duplicate Entries82 mins
  • VLOOKUP Introduction95 mins
  • SUMIFS Introduction101 mins

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

  • 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 the 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

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • CPA (Industry)
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Senior Accountant
  • Entrepreneurial Accountant
  • Staff of Accounting Firm