Dealing with Duplicate Data in Excel (Currently Unavailable)

Author: David H. Ringstrom

CPE Credit:  2 hours for CPAs

See how to locate and manage duplicate data by utilizing the Conditional Formatting feature. The class also addresses summarizing data based on a single criterion and/or a partial match and applying worksheet functions to sum or count duplicates for more streamlined use.

Publication Date: July 2018

Designed For
Practitioners seeking to identify and manage duplicate data in Excel.

Topics Covered

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

Learning Objectives

  • Recognize and 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
  • Identify which keyboard shortcuts to use to work more effectively in duplicating data
  • Recognize which feature enables you to transform numbers stored as text into values
  • Describe the COUNTIF function
  • Recognize the Reapply command
  • Identify the arguments for VLOOKUP function
  • Recognize how to apply formatting to multiple ranges without repeatedly clicking on Format Painter
  • Describe where to locate Excel commands within Excel
  • Differentiate SUMIF's arguments

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
Experience Working with Excel Spreadsheets.

Advance Preparation
None

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