Advanced Excel for Accountants - Automation, Modelling & Dynamic Analysis

Introduction

In today’s fast-paced finance environment, accountants are expected to work with larger datasets, deliver faster insights and reduce manual processes. Traditional Excel techniques - such as copy-paste workflows, static formulas, and repetitive tasks - are no longer sufficient.

This new advanced level live virtual classroom seminar is designed to help accountants transform the way they use Excel. You will learn how to build scalable, automated solutions using modern tools like Power Query, Power Pivot, and dynamic array formulas.

By the end of the session, you will be able to structure data efficiently, create powerful data models, and develop dynamic reports that update automatically - saving time, reducing errors, and improving the quality of your analysis.

What You Will Learn

This live and interactive session will cover the following:

• Why traditional copy-and-paste workflows fail and how to replace them with efficient, repeatable processes
• Importing data using Power Query from Excel files and folders containing multiple files (such as accounting system exports)
• Cleaning and transforming data, including removing unnecessary columns, filtering rows, performing calculations before loading, and correcting data types
• Merging tables and combining multiple sheets or files into a single dataset without relying on legacy lookup formulas
• Loading clean, structured data into Excel tables and managing refreshable data connections
• Adopting a dynamic mindset that eliminates dragging formulas and avoids helper columns
• Understanding the difference between standard PivotTables and data model PivotTables
• Building PivotTables from a data model and working with relationships across multiple tables
• Writing DAX formulas to create measures and calculated fields
• Creating and using a calendar table for time-based analysis
• Enhancing reports with slicers and interactive elements
• Developing flexible, multi-dimensional reports from connected datasets
• Transitioning from traditional formulas to modern dynamic Excel formulas
• Building scalable, single-formula solutions that automatically update
• Using modern functions such as UNIQUE, FILTER, SORT, and GROUPBY
• Working with dynamic arrays to shape, extract and analyse data
• Writing iterative formulas for more advanced calculations
• Creating interactive, user-driven reports using dropdowns, checkboxes, and other controls

Recording of live sessions: Soon after the Learn Live session has taken place you will be able to go back and access the recording - should you wish to revisit the material discussed.