Dealing with Duplicates

Level: Intermediate

Available Durations:

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

Description:

Excel expert David Ringstrom, CPA, shows you how to find and manage duplicate data within your spreadsheets in this enlightening presentation. Among other topics, David 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 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 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.

Office 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:

  • Learning the mouse trick that lets you quickly make a copy of an existing worksheet.
  • Creating an in-cell list by way of Excel’s Data Validation feature.
  • Identifying duplicates in a list using Conditional Formatting.
  • Seeing how to quickly duplicate a group of two or more worksheets.
  • Using the COUNTIF function to determine the number of times an item appears on a list.
  • Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
  • Understanding why numeric data may appear in a pivot table more than once and how to correct the problem.
  • Using the SUMIFS function to sum values based on multiple criteria.
  • Using the Reapply command to refresh a list as you correct duplicates.
  • Filtering list entries based on colors that you apply manually or with Conditional Formatting.
  • Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
  • Using a wildcard character with SUMIF to summarize data based on a partial match.

Learning Objectives/Why You Should Attend:

  • 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.

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). 

Pricing and Format Options:

Click here to learn about the presentation format and view pricing information.

Click here to view other topics.