Microsoft Excel workshop: Clean and combine financial exports automatically

Automate repetitive reporting tasks in Microsoft Excel using Power Query to clean, combine and refresh financial data faster with fewer errors.

Overview

Manually fixing messy accounting reports every single month wastes valuable time and invites costly mistakes. This session introduces you to Excel’s built-in automation engine, designed specifically to take the grunt work out of your monthly close. You will learn how to connect directly to your financial data sources, and clean and combine the data effortlessly without writing a single formula.

Instead of repeating the same tedious data-cleaning steps every month, you will build smart, refreshable processes that update with a single click. We will walk through real-world finance examples, showing you how to stack multiple monthly budget files, handle typical messy data issues, and merge data from other tables automatically.

Looking to build your Microsoft Excel skills further? Join our full 2-day course and access all 4 sessions at a discounted rate: Microsoft Excel Masterclass Bundle

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Further information

We’ll cover:

• Connecting to External Data Sources - Learn how to import data from multiple Excel, CSV, PDF, and other structured files, including automating folder-based reporting.
• Cleaning and Transforming Data - Explore practical steps to reshape data: removing rows, splitting columns, changing data types, unpivoting, and more — all without formulas or VBA.
• Merging and Appending Queries - Combine data from multiple tables, match lists, and stitch together files with ease using the powerful Merge and Append tools.
• Loading to Excel and Beyond - Understand how to send your cleaned data to Excel tables, PivotTables, or the data model for seamless reporting and analysis.

By the end of the session, you’ll be equipped to create refreshable data preparation processes for your financial data and will understand why Power Query is an indispensable part of your Excel workflow.

Alan Murray

Alan Murray is an Excel trainer, founder of Computergaga.com and author of the Advanced Excel Success and Advanced Excel Formulas books. He has been helping people in Excel for over 23 years. He loves training and the joy he gets from knowing he is making peoples working lives easier. Alan’s Computergaga YouTube channel has over 650 videos and over 50 million views. He also runs the monthly London Excel Meetup Group, where people learn, network, and enjoy each other’s company.

The webinar handout material will be available on the webinar platform when you log in to view, 15 minutes before the live webinar start.

If you wish to view or download handout materials, before the day of the webinar, they will also be available through your document library on https://events.accaglobal.com.

Price

Price (excluding VAT) 110 GBP

Location

United Kingdom

Date & time

24 September 2026, 09:30 - 12:30

Enquiries

Email enquiries UKCL@accaglobal.com

Book on ACCA

Microsoft Excel workshop: Clean and combine financial exports automatically

Overview

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