Automate Your Month End with Excel

What to expect?

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 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

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This Masterclass will take place on 24 September 2024 as an online-only course. The recording and all supporting files will be sent out to all participants at the end of the class.

Who is this for?

This Masterclass is for professionals concerned about dedicating excessive time to routine, error-prone tasks and would prefer to use AI to automate these processes, rather than facing the risk of AI rendering their roles obsolete.

Additionally, professionals uncertain about how the rise of AI affects their career paths — whether it necessitates evolving into more technical roles or stepping back from the technical aspects of their jobs, considering AI integration as a potentially insurmountable challenge.

This could be those in:

Accountants
Finance professionals
Operations teams
Everyone who uses Excel for data preparation and analysis on a daily basis.

Who is this 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

Who is this for?

If you create Data Models in Excel or Power BI, then this Masterclass is for you.

Business Intelligence or Analytics professionals
Every day Power BI users
Users of other tools looking for advanced techniques and/or inspiration
Managers aiming to improve their current reporting systems

Who is this for?

This Mastercass is for anyone who wants to make the most of their data using next-generation features. Typical job titles who could particularly benefit include:

Data analysts
Financial analysts
Marketing coordinators
Accountants
Controllers
Operations analysts

Who is this for?

This Masterclass is for anyone using Excel 365 who wants to learn more about Office Scrips and Power Automate. By the end of this class, you will be able to build self-running automation processes that run in the background of Excel.

Who should attend this course?

This Masterclass is for people who already know and have worked with Microsoft Excel’s user interface and want to explore more advanced and dashboard functionalities:

Professionals willing to build visually appealing and interactive dashboards in Excel
Every day Excel users who want to learn how to optimise their reporting and data analysis processes
Excel users who want to learn the power of Pivot Tables, Pivot Charts and Slicers to produce a well designed dynamic dashboard

Who should attend this course?

This Masterclass is for people who already know and have worked with Power Query’s user interface (either in Excel or Power BI) and want to explore advanced problem solving using the M Language.

Business Intelligence or Data Analytics professionals
Every day Excel or Power BI users who want to learn an in-demand business skill and build advanced Power Query skills
Professionals willing to experience Power Query in new ways

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

What’s included?

5 hours Masterclass with Microsoft MVP Mark Proctor

5 hours of CPD (Continuing Professional Development) hours / points

Downloadable presentation and working files

Masterclass recording

Certificate of completion

Join from anywhere in the world

Full session details:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

Click on the topics below to see exactly what you get as part of this package:

Full course details:

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What you'll learn?

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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 required 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.

Eric H.

★★★★★

This is gold!!!

Mark S.

Full session details:

Click on the topics below to see exactly what you get as part of this package:

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