MYCPE ONE

Excel Accountant Member Exclusive: Dealing With Duplicates

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Conference Overview

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.


Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 1 Computer Software and Applications
Accountant/Bookkeeper/Tax Professionals 1 All
CPA in Canada 1 All
CMA 1 All
CWS 1 All
CFIRS 1 All

Sessions

Nov 29th, 2021

Speakers:
Speaker Name
David. Ringstrom.

Partner
Excel Accountant (Do Not Use)

  • 4.6
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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.

Qualifies For

License details Credits Status
Accountant/Bookkeeper/Tax Professionals 1 General Credit Eligible
Chartered Professional Accountant in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

David. Ringstrom.
David. Ringstrom.

Partner
Excel Accountant (Do Not Use)

Nov 29th, 2021

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PS

Patricia Stamps, Owner
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Wished he had gone a little slower or had handouts

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com



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