Clean & Format Financial Data Like a Pro Excel Text & Date Functions

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

Why you should Attend: Why Attend?

• 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

Perfect for: Bookkeepers, Accountants, Financial Analysts, Auditors & Banking Ops Teams.

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

Areas Covered in the Session:

• 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