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Excel Accountant - Dealing with Duplicates

4.4 (8)

David Ringstrom, CPA (US)

Excel Accountant

Thursday, August 26, 2021 | 12:30 PM EDT

  • CPA (Canada)
  • CFEs
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer

2 Credits

$20

Subject Area

Computer Software and Applications

Webinar Qualifies For

2 CPE credit of Computer Software & Applications for all CPAs

2 CPE credit for Certified Management Accountants (CMA)

2 CPE credit for Certified Internal Auditors (CIA)

2 CPD credit (Verifiable) for Canadian CPAs

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CE credit of Computer Technology for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Aug 02, 2021 | 10:00 AM EDT View Details

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Aug 02, 2021 | 10:00 AM EDT View Details

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excel accountant: pivot tables for data analysis

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12 powerful tax saving strategies for your small business owner clients

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Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

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Aug 02, 2021 | 11:00 AM EDT View Details

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Aug 02, 2021 | 11:00 AM EDT View Details

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This Course is Also Available in Self Study (On-Demand)

Click Here

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 online CPE course, David has covered a variety of subjects, including 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.

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 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 the latest features.

Learning Objectives

  • 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
  • Data validation tricks for preventing duplicate entries and unlocking validation cells

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Bookkeeper
  • Bookkeepers & Accountants & Tax Preparers
  • CEO
  • Certified Fraud Examiner
  • Certified Management Accountant
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Practitioners
  • Young CPA

Testimonial

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

4.4

(8)
63%
25%
0%
13%
0%

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