Automate Your Month End with Excel
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.
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 reporting
- Reshaping any inputs into an optimal data structure
- 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
- Using the Refresh, Resize and Recalc cycle to automate journals, reconciliations, analysis and reporting
This Masterclass will take place on 18 & 19 September 2025 as an online-only course.
Who is it for?
This Masterclass is for any finance professionals who want to stop working late at month end by automating their work. The typical roles/teams that could benefit from this Masterclass are:
- Management Accountants
- Commercial Accountants
- Financial Planning & Analysis
- Financial Control
- Financial Reporting
Download Course Brochure
What's included?
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✔︎ What is “extract, transform, load,”?
✔︎ How data profiling works in Power Query and why it matters
✔︎ First steps for profiling and cleaning the data
✔︎ Avoid memory-draining “Frankentables” and build relational data models and reports right from Excel
✔︎ Power Pivot and DAX for data analysis in Excel
✔︎ What are dynamic array functions?
✔︎ Learn how to build quick, responsive formulas for easy analysis.
✔︎ Boost Excel with generative Ai and Copilot
✔︎ Use natural language propmpts to simplify Python scripting, uncover insights and streamline workflows for even faster and easier analytics
✔︎ What is Python and why has it become the glue that binds today’s data analytics stack.
✔︎ Learn basic Python scripting to build compelling analyses and visualizations that would otherwise be difficult or impossible to do in Excel
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant topics.
Master Excel Power Query essentials
Create your first Power BI report the right way
Building a business case finance model
Transforming your boring Power BI reports to AWESOME
data stories
Data analytics in modern Excel
Impactful data visualisation in Excel for powerful\
communication
Training requirements
To make the most out of this Masterclass, attendees will need to have some familiarity with Excel formulas such SUMIFS, VLOOKUP etc.
Users will require a Windows PC running Excel 2021, or Excel 365.
About the trainer
Mark Proctor
Mark Proctor is a qualified accountant, consultant and blogger who has been applying spreadsheet-based solutions to solve real-world problems for over 20 years. Whilst working in the media, food, retail, and manufacturing sectors, he has built extensive dashboard, reporting, and process automation tools, to achieve greater business insight and efficiency. Mark Proctor is also the owner of Excel Off the Grid, which started in October 2016. The site focuses on teaching intermediate and advanced Excel techniques so workplace warriors can become more efficient in Excel.
What people think of
Mark Proctor
★★★★★
Highly Recommended!
I would highly recommend for everyone to check out. I learned a great deal of time saving and stream lining techniques.
★★★★★
This is gold!!!
Exclusive Masterclass sessions from leading figures stretch beyond the regular ones and dive deeper into Excel’s advanced functionality, covering a range of industry-relevant data visualisation, analytics and Power Query topics.
✔︎ Masterclass with George Mount: Excel Analytics 2.0
✔︎ Masterclass with Ann K. Emery: Designing and Building Interactive Dashboards in Excel
✔︎ Masterclass with Chandeep Chhabra: Advanced Data Cleaning Using M in Power Query
Delve into Excel's advanced features with special in-depth sessions from Microsoft MVPs & experts. Designed to equip you with some of the most sought-after workplace skills.
September 2025
✔︎ 15 & 16 Sep | 18:00-21: 00 BST - Modern Data Analytics in Excel (with George Mount)
✔︎ 16 & 17 Sep | 9:00-12:00 BST - Budget and Forecast Modelling in Excel (with Danielle Stein Fairhurst)
✔︎ 18 & 19 Sep | 9:00-12:00 BST - Automate Your Month End in Excel (with Mark Proctor)
October 2025
✔︎ 9 & 10 Oct | 18:00-21:00 BST - Advanced Charting in Excel (with Ann K. Emery)
✔︎ 14 & 15 Oct | 18:00-21:00 BST - New Ways of Solving Problems in Excel (with Chandoo)
✔︎ 16 & 17 Oct | 09:00-12:00 BST - Power Query in a Day (with Wyn Hopkins)
And don’t worry if you miss one – everything is recorded, so you can catch up any time.
Instantly unlock 35+ hours of premium content from 7 expert-led courses, featured in our 2025 Special Edition May/June Masterclass series.
May 2025
✔︎ Financal Modelling with Dynamic Arrays (with Danielle Stein Fairhurst)
✔︎ Automate Your Month End in Excel (with Mark Proctor)
✔︎ Python in Excel for Enhanced Data Analytics (with George Mount)
✔︎ Building Interactive Data Visualisations (with Carlos Barboza)
✔︎ Automate Excel with Office Scripts and Power Automate (with Mark Proctor)
June 2025
✔︎ Advanced Formulas in Excel Beyond the Basics (with Alan Murray)
✔︎ Building Power BI Reports the Right Way (with Gašper Kamenšek)
The Global Excel Summit has been verified as a CPD-accredited event three years in a row. and so are our in-person and online Masterclasses. This serves as credible proof of its reputation as a premium event.
✔ Gain up to 6 CPD points per Masterclass
✔ Boost your standing in a fiercely competitive job market
✔ Receive a CPD certificate
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