Month End Excel Automation Bootcamp
4.9 (23)
10 Days
·Cohort-based Course
Create Excel-based automation processes using Power Query and Dynamic Arrays to revolutionise your month end.
Month End Excel Automation Bootcamp
4.9 (23)
10 Days
·Cohort-based Course
Create Excel-based automation processes using Power Query and Dynamic Arrays to revolutionise your month end.
Course overview
Are you stuck running soul-destroying, manual month end processes in Excel?
If the answer to that question is "Yes!" then this bootcamp is for you.
I'll introduce you to Power Query, an Excel feature that will change your world.
Then I'll introduce you to Dynamic Arrays, and show you how they can add value to real-world month end challenges.
This is a hands-on course, with plenty of practical experience offered throughout. Your class mates and I will be there every step of the way to support you.
You didn't train all those years as a finance professional to just copy & paste numbers all day. Let me give you your time back, so you can do the real value-adding work you are capable of.
* Please note, you must have an Office 365 subscription or Excel 2021, and be working on a Windows computer (not a Mac) to get the best experience from this bootcamp.
** This bootcamp includes one month of full access to the Full Stack Modeller training platform and community, giving students the opportunity to take advantage of ALL of our additional training content.
Who is this course for
01
Finance professionals involved in the month end process
02
Excel users who manage data on a regular basis
03
Anyone with an interest in Excel-based automation
04
Excel users with little to no experience using Power Query and Dynamic Arrays
What you will learn
The fundamentals of Power Query
- Import data from various sources into the Power Query Editor
- Create clear, effective, auditable queries
- Transform and enrich data
- Best practice principles
The fundamentals of Dynamic Arrays
- The dynamic array functions
- Common uses
- More advanced uses
- Common mistakes
Real-world application of Power Query & Dynamic Arrays
- Import month end Trial Balance data from multiple files
- Transform and enrich your TB data in the PQ Editor
- Load data back into a standard month end variance report
- Create an accruals model with automated monthly journal entry calculations & journal upload outputs
The Developer Mindset
- The difference between an Excel User & Excel Developer
- Scoping & managing projects
- The value of being pedantic
- Tips & tricks to maximise your effectiveness when gathering information
This course includes
6 interactive live sessions
Lifetime access to course materials
In-depth lessons
Direct access to instructor
Projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Month End Excel Automation Bootcamp
Course syllabus
Week 1
Jul
2
Session 1: The Fundamentals of Power Query
Jul
4
Session 2: The Fundamentals of Dynamic Arrays
Jul
5
Optional: Optional Open Session 1
Week 2
Jul
9
Session 3: Trial Balance & Accruals Journals Case Studies
Jul
11
Session 4: The Developer Mindset
Jul
12
Optional: Optional Open Session 2
4.9 (23 ratings)
What students are saying
Meet your instructor
Giles Male
Co-Founder - Full Stack Modeller
Giles is a CIMA qualified, career-long financial modeller. He spent years building complex models on large bid teams before gaining valuable experience as a management accountant (working through month ends).
Giles entered the contracting and freelance markets in his early thirties, where he picked up more unique modelling experience supporting companies of all sizes.
He is now MD and co-founder of Full Stack Modeller, an award-winning training platform and community for finance professionals from all over the world.
He has recently coached finance teams from some of the largest companies in the world through a series of month-end process improvements, leveraging the power of Power Query and Dynamic Arrays. The key learning stages from this real-world experience form the basis of this unique bootcamp.
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Month End Excel Automation Bootcamp
Course schedule
4-6 hours per week
Tuesdays & Thursdays, Optional Fridays
4:00pm - 6:00pm London Time
Four two-hour training sessions, plus two optional one-hour Open Sessions on a Friday
Optional Homework
2 hours per week
Practice workbooks and case studies will be provided for students to work through between sessions, if they choose to
First Session: Tuesday 2nd July
4pm London Time
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners as you work through the course material
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Frequently Asked Questions
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