Excel Data Mastery Smart Calculations, Automation & Reporting for Finance Professionals
Date:
Wednesday,
October 22, 2025
October 22, 2025
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
60 Minutes
60 Minutes
Webinar Id:
22748
22748
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
Speaker Profile
Ray Evans professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.