Excel Accountant Member Exclusive: Dealing With Duplicates

FREE

Total Credits

1 CPE

Available in Self Study

Recorded On: May 4th, 2022

Live Conference

Nov 29th, 2021

Excel Accountant Member Exclusive: Dealing With Duplicates

Excel expert David Ringstrom, CPA, shows you how to find and manage duplicate data within your spreadsheets in this enlightening presentation. He explains how to identify duplicates by way of the Conditional Formatting feature; summarize data based on a single criterion and/or a partial match; and apply worksheet functions, such as SUMIF, COUNTIF, and MATCH, to sum or count the instances of duplicates. 

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 (formerly Office 365) version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don't change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.


Continuing Education Credits

The sessions of the conference qualifies for

  • 1 General Credit for all Accountant
  • 1 CPD Credit for all CPA (CA)
  • 1 CPE Credit for all CMA
  • 1 CPE Credit of Computer Software and Applications for CPA (US)
  • 1 CE Credit for all CFIRS
  • 1 CE Credit for all CWS

David. Ringstrom.

Date

Nov 29th, 2021

Time

01:30 PM – 02:30 PM
1 Credit

Dealing With Duplicates

In this CPE session, you'll see how to identify duplicates by way of the Conditional Formatting feature; summarize data based on a single criterion and/or a partial match; and apply worksheet functions, such as SUMIF, COUNTIF, and MATCH, to sum or count the instances of duplicates. This Excel CPE session will cover the following major topics:

  • Copying dates within an Excel worksheet in the manner you want.
  • Creating a Data Validation rule that prevents users from entering the same data more than once in a list.
  • Duplicating columns, rows, or cells within an Excel worksheet.
  • Duplicating Excel worksheets in two different ways.
  • Eliminating duplicates from a list with just a few mouse clicks.
  • Filtering list entries based on colors you apply manually or with Conditional Formatting.
  • Identifying duplicates in a list using Conditional Formatting.
  • Learning the mouse trick that lets you quickly make a copy of an existing worksheet.
  • Nesting dynamic array functions such as SORT and UNIQUE together.
  • Removing Conditional Formatting when it’s no longer needed within a spreadsheet.
  • Removing duplicates from a list with the new UNIQUE function.
  • Using the COUNTIF function to determine the number of times an item appears in a list.

Learning Objectives

  • Apply the Data Validation feature to create an in-cell list. 
  • Define how to visually identify duplicate records with the Conditional Formatting feature.
  • Identify which function can be used to improve the integrity of spreadsheets.
  • 1 General credit of for all Accountant
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 1 CPE credit of Computer Software and Applications for all CPA (US)
  • 1 CE credit of for all CFIRS
  • 1 CE credit of for all CWS

Subject Area:

Computer Software and Applications

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

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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Ratings and Reviews

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PS

Patricia Stamps, Owner

Dec 1st, 2021

Wished he had gone a little slower or had handouts

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