Clean & Format Financial Data Like a Pro Excel Text & Date Functions
Ray Evans
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
Speaker Profile
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also 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 and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging 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