If you’re tired of dealing with duplicates in your Excel spreadsheets and you don’t know how to identify or manage them, you won’t want to miss this webcast presented by Excel expert David Ringstrom, CPA. He covers a variety of topics, such as identifying duplicate data visually by way of the Conditional Formatting feature, using a pivot table to determine how many duplicates are in a list, applying such worksheet functions as SUMIF or COUNTIF to sum or count instances of duplicates, and more.
David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in Excel 2016. He draws your attention to 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.
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
Areas Covered in the Session :
- 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.
Who Should Attend:
- Accountants
- CPA’s
- CFO’s
- Controllers
- Excel Users
- Income Tax Preparers
- Enrolled Agents
- Financial Consultants
- IT Professionals
- Auditors
- Human Resource Personnel
- Bookkeepers
- Marketers
- Government Personnel
- Every Practitioner who wish to learn how to create error-free Excel spreadsheets
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