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Excel Accountant - Dealing with Duplicates

  • Accountant
  • CPA (CA)
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CA - ICAEW
  • Maryland Tax Preparer
  • ACCA
  • FPAC
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Identifying duplicate data and managing it within spreadsheets has always been a challenge for most of us, especially in spreadsheets that are comparatively complicated in nature. The speaker brings here this presentation to educate on how to identify such duplicate data and manage it within the spreadsheets, which will undoubtedly prove beneficial to a huge extent. 

In this online CPE Excel course David Ringstrom 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 copies.

Excel expert David will demonstrate each technique at least twice in this online continuing education course, 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 online CPE presentation and detailed handouts. He also provides an Excel workbook that includes most examples he uses during the webcast.

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.

Learning Objectives

  • To discuss 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 study data validation tricks for preventing duplicate entries and unlocking validation cells.

Recommended For

This online Excel webinar is recommended for CPAs, CMAs, CIAs, CFEs, and Other Finance & Tax professionals desiring to upgrade their skills in excel.

Who Should Attend?

  • Accountant
  • Bookkeeper
  • Certified Fraud Examiner
  • Certified Management Accountant (CMA)
  • CFO/Controller
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA