Clean & Format Financial Data Like a Pro Excel Text & Date Functions
Date:
Thursday,
September 10, 2026
September 10, 2026
Time:
10:00 AM PDT | 01:00 PM EDT
Duration:
60 Minutes
60 Minutes
Webinar Id:
23887
23887
15 Days Left To Register
Overview:
Transform Chaotic Data into Professional Reports-Effortlessly!
Are inconsistent client names, messy transaction logs, or manual date entries slowing you down? Join Ray, an Excel expert, for this power-packed session designed specifically for finance, accounting, and banking professionals. Discover how a handful of simple yet powerful Excel functions can automate your text formatting, streamline data cleanup, and keep your records audit-ready-without tedious manual work. What You'll Master:
- LOWER, UPPER & PROPER - Instantly standardize client names, invoices, or reports
- LEFT & RIGHT - Extract key details (like account suffixes or transaction IDs) in seconds
- TRIM - Banish irregular spacing from imported data forever
- CONCATENATE - Merge cells flawlessly (even if you’re stuck with legacy Excel)
- TODAY & NOW - Automate date stamps for reconciliations, logs, and deadlines
- No-fluff, just skills - Practical examples from accounting & banking
- Instant time-savers - Cut hours of manual formatting per week
- Live demo + Q&A - Get your specific data challenges solved
- 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
- LOWER - Converts text to lowercase
- PROPER - Capitalizes each word
- UPPER - Converts text to uppercase
- LEFT - Returns characters from the left of text
- RIGHT - Returns characters from right of text
- TRIM - Removes extra spaces
- CONCATENATE - Legacy text join function
- TODAY - Returns current date
- NOW - Returns current date and time
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 blends a professional, easy-going style with a strong grasp of adult learning-demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher-and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content-consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques, tips and shortcuts
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher-and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content-consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques, tips and shortcuts