Excel Data Mastery Smart Calculations, Automation & Reporting for Finance Professionals

Overview:

Turn Financial Data into Actionable Insights - Faster Than Ever

In the world of finance, every second counts. Whether you're reconciling accounts, analyzing banking transactions, or preparing quarterly reports, wouldn't you love to:

• Instantly calculate filtered data without messy workarounds?
• Transform huge datasets into clear subtotals and summaries?
• Automate repetitive tasks like data cleaning and entry?

Join Excel specialist Ray in this power-packed session designed specifically for accounting, banking, and finance professionals. You'll learn how to work smarter with built-in Excel tools that most users never fully leverage.

What You'll Master:

• Smarter Data Analysis
• Calculate filtered data accurately (no more SUM mistakes!)
• Use SUBTOTAL to dynamically analyze large financial datasets
• Add custom summary formulas to each grouped section
• Time-Saving Automation
• Flash Fill magic: Automate data entry and formatting in seconds
• Remove duplicates with confidence (critical for clean financial reports)
• Simplify data input with the Data Form tool (perfect for bookkeepers)
• Professional Reporting
• Create instant charts from subtotaled data (impress stakeholders)
• Consolidate multiple datasets while maintaining source links
• Build self-updating reports that save hours each month

This isn't just another Excel webinar - it's your unfair advantage in financial data management.

Perfect for: Accountants, Financial Analysts, Auditors, Bookkeepers, Banking Professionals, and anyone who works with financial data in Excel.

Why You Should Attend:

• Accountants: Reconcile accounts faster with accurate filtered calculations
• Banking Analysts: Process transaction data more efficiently
• Bookkeepers: Reduce errors in client data entry
• Financial Controllers: Create board-ready reports in minutes

Includes: Live demos using real financial data + downloadable practice files Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.

• Harness the full potential of your software investment
• Time-Efficient Power Learning with Focused Topics
• Practical Hands-On Skill Enhancement with High Retention
• Supporting Resources, Learning Guide and Practice Files
• Improved Productivity, Quality and Error Minimisation
• Up-to-Date Current Knowledge Transfer
• Professional Development Recognised for Career Advancement
• Interactive Experience Through Chat and Live Interaction
• Rapid Return on Investment

Area Covered in Session:

• Calculate Filtered Data in a Table
• SubTotal large data sets
• Add Calculated Summary Formulas per Subtotal Group
• Remove Duplicates in Data
• Flash Fill to Automatically Fill Values
• Chart / Graph Sub-Totalled Data in Seconds
• Consolidate Data and Link to Source
• Data Form to Simplify Data Entry via Modal Dialog Box

Who Will Benefit:

• Anyone using Artificial Intelligence and Microsoft Office from fields Including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc