Dealing with Duplicate Data

Level: Intermediate

Available Durations:

  • 50 minutes
  • 60 minutes
  • 75 minutes
  • 90 minutes
  • 100 minutes
  • 120 minutes


Excel expert David Ringstrom, CPA, teaches you how to identify and manage duplicate data within your spreadsheets in this live presentation. Topics he covers include: identifying 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, such as SUMIF or COUNTIF, to sum or count instances of duplicates. David also explains how to use the MATCH worksheet function to identify differences in two separate lists, how VLOOKUP stops searching for duplicates after an initial match is found, and how to use the Data Validation feature to ensure users can’t enter the same data more than once in a given area of a spreadsheet.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the Microsoft 365 (formerly known as 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.

Topics/Areas Typically Covered:

  • Using the Reapply command to remove items that are no longer duplicated within a list.
  • Using the MATCH worksheet function to identify differences between two separate lists.
  • Employing pivot tables to count the number of times an item appears in a list.
  • Duplicating the formatting of one chart into a second chart.
  • Copying dates within an Excel worksheet in the manner you want.
  • Resolving situations where data appears more than once within a pivot table.
  • Using Excel’s Advanced Filter feature to identify duplicates within a list.
  • Eliminating duplicates from a list with just a few mouse clicks.
  • Duplicating columns, rows, or cells within an Excel worksheet.
  • Removing duplicates from a list with the new UNIQUE function.
  • Unlocking Data Validation cells in anticipation of protecting a workbook.
  • Resolving situations where data appears more than once within a pivot table.
  • Creating a Data Validation rule that prevents users from entering the same data more than once in a list.

Learning Objectives/Why You Should Attend:

  • Define how to visually identify duplicate records with the Conditional Formatting feature.
  • Recall which command allows you to refresh a list as you correct duplicates.
  • Identify the arguments that correspond to the UNIQUE function.

Target Industries:

  • Accounting and Finance
  • Business
  • Excel Users
  • Consulting
  • IT
  • Auditing
  • Human Resources
  • Marketing
  • Sales
  • Government
  • Tax

Target Job Title:

  • Accountants
  • CPAs
  • CFOs
  • Controllers
  • Income Tax Preparers
  • Enrolled Agents
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Excel Users
  • Marketers
  • Government Personnel

About the Instructor:

David H. Ringstrom, CPA, is an author and nationally recognized instructor who teaches scores of webinars each year. His Excel courses are based on over 25 years of consulting and teaching experience. David’s mantra is “Either you work Excel, or it works you,” so he focuses on what he sees users don’t, but should, know about Microsoft Excel. His goal is to empower you to use Excel more effectively. To learn more about David, you can view his LinkedIn profile and follow him on Facebook or Twitter (@excelwriter). 

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