Automate Your Month End with Excel

Learn how to structure data efficiently, automate repetitive tasks, and streamline every stage of your reporting process so you can spend less time crunching numbers and more time doing what you love.

Excel is the key tool used by accountants every day. Yet, most finance month end processes are using Excel like it is still 2003. As a result, working late and feeling stressed is common during the month end cycle. It doesn’t need to be that way.

Over the last 20 years, Excel features such as Tables, Power Query and Dynamic Arrays have been released. These enable users to automate month end tasks (without writing any code), and reclaim huge amounts of time.

This Masterclass will show you how to leverage these features. So you can spend less time at work, and more time doing what you love.

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What you'll learn?

• Why the traditional month-end processes are inefficient
• The 7 stages of the reporting
and analysis blueprint
• Structuring data for efficient reportingUsing the Refresh, Resize
and Recalc cycle to automate journals, reconciliations,
analysis and reporting
• Best practices in input
management to enable automation
• Using dynamic parameters
to easily repoint to new inputs
• Using Tables, Power Query
and dynamic array formulas
for automating processes
• Reshaping any inputs into
an optimal data structure

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This class will be delivered by Mark Proctor online-only course on 25 & 26 May 2026.

This training is available as a single Masterclass or as part of our Premium Online Global Excel Summit ticket.