Webinar Details

Accelerate Excel: Dealing with Duplicate Data

Monday, September 18, 2017

12:30 p.m. Mountain time (MT)

Program Description

If you’re frustrated with duplicates showing up frequently in your spreadsheets and don’t know how to identify and manage them, you’ll want to attend this live webcast presented by Excel expert David Ringstrom, CPA. He covers a variety of topics, including 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 like SUMIF or COUNTIF to sum or count instances of duplicates.

In addition, David shares information and tips on how you can:

Identify disparities between two different lists.
Create a data validation rule that ensures users can’t enter the same data more than once in a given area of a spreadsheet.
Make a copy of an existing worksheet by implementing an easy mouse trick.
Use a wildcard character to summarize data based on a partial match.
Refresh a list as you correct instances of duplicates. . . . and much more.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He’ll draw to your attention any differences in Excel 2013, 2010, or 2007 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.

Topics Typically Covered

Creating a data validation rule that prevents users from entering the same data more than once in a list.
Eliminating duplicates from a list with just a few mouse clicks.
Filtering list entries based on colors that you apply manually or with Conditional Formatting.
Identifying duplicates in a list using Conditional Formatting.
Improving the integrity of spreadsheets with Excel’s VLOOKUP function.
Learning how VLOOKUP stops looking after it finds an initial match within a list.
Seeing how to instantly determine the number of duplicates in a list with a pivot table.
Learning the mouse trick that lets you quickly make a copy of an existing worksheet.
Understanding why numeric data may appear in a pivot table more than once, and how to correct the problem.
Using a wildcard character with SUMIF to summarize data based on a partial match.
Using Conditional Formatting to color-code your data, identify duplicates, and apply icons.
Using Excel’s COUNTIF function with Conditional Formatting to highlight the second and beyond instances of entries on a list.
Using the COUNTIF function to determine the number of times an item appears on a list.
Using the MATCH worksheet function to identify differences between two different lists.
Using the Reapply command to refresh a list as you correct duplicate instances.
Using the SUMIF function to summarize data based on a single criterion.

Learning Objectives

After completing this webinar, attendees will be able to:

Apply the Advanced Filter feature and the Remove Duplicates feature
Define how to visually identify duplicate records with the Conditional Formatting feature
Identify how to use a pivot table to quickly ascertain how many times duplicates appear within a list

Who Should Attend

Practitioners seeking to identify and manage duplicate data in Excel

Presenter(s)

David H. Ringstrom, CPA
Mr. 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).

CPE Credit

Program Level: Intermediate	Prerequisites: Previous training or research on subject matter being taught.	Advanced Preparation: Experience Working with Excel Spreadsheets Is Recommended
Delivery Method: Group Internet-Based	CPE Credits: Two (2) Hours	Fields of Study: Computer Software & Applications

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