Live Online Workshop Series

Practical Excel Data Analytics

Workshops for Accountants & Auditors

Hands-on, scenario-driven sessions designed to strengthen your ability to work with financial data using modern analytical techniques — built around real-world accounting and audit environments.

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These sessions are designed for accountants, auditors, finance officers, analysts, and professionals looking to strengthen their ability to work with financial data using modern analytical techniques and real-world scenarios.

Unlike traditional software training, each workshop is built around a realistic business case using synthetic but industry-style datasets. Participants work through the scenario step-by-step during the live session, learning practical analytical and reporting techniques commonly used in accounting and audit environments.

Participants receive the case scenario and datasets ahead of time to review and attempt independently before the live session.

What Makes These Sessions Different

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Real-Life Scenarios

Accounting and audit scenarios drawn from realistic business situations, not generic software demos.

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Guided Hands-On Exercises

Work through each step live during the session with instructor-led guidance throughout.

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Industry-Style Datasets

Synthetic datasets designed to simulate actual business environments, so you can practise safely with realistic data.

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Business Interpretation

Learn how to read and communicate the results of your analysis — not just how to run the formulas.

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Interactive Q&A

Live discussion and Q&A throughout each session to address your specific questions and contexts.

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Modern Analytical Workflows

Exposure to AI-assisted approaches and modern analytical thinking where applicable to the session topic.

Upcoming Sessions

Intermediate
Now Open

Intermediate Workshop

Designed for professionals already comfortable with basic Excel usage and looking to improve their analytical and reporting skills.

Session Dates — 5:00pm – 7:00pm GMT

Series 1 Wed 24 June 2026
Series 2 Wed 29 July 2026

This series — focus areas:

  • Data cleaning and preparation
  • Lookup functions (VLOOKUP / XLOOKUP)
  • IF and SUMIFS functions
  • Pivot tables
  • Charts and dashboards
  • Financial data analysis techniques

Focus areas are specific to each series and may evolve. Have a topic you'd like to see? Suggest it below.

Register Interest
Advanced
Now Open

Advanced Workshop

Designed for professionals with prior experience using Excel analytical tools who want to explore more advanced analytical thinking and workflow approaches.

Session Dates — 5:00pm – 7:00pm GMT

Series 1 Thu 25 June 2026
Series 2 Thu 30 July 2026

This series — focus areas:

  • Connecting to data sources using Power Query
  • Cleaning and transforming data in Power Query
  • Building a structured data model in Excel
  • Designing interactive dashboards from a data model
  • Practical reporting for finance and audit contexts

Focus areas are specific to each series and may evolve. Have a topic you'd like to see? Suggest it below.

To maintain the pace and quality of the advanced session, participants may be asked to complete a short practical scenario exercise before confirmation of attendance.

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Try a Sample Exercise

Get a feel for how the sessions work. The scenario and dataset below are the same format used in the live workshops. Work through the tasks in Excel and share a screenshot of your result.

Mini Practice Exercise

Expense Review Scenario

You are assisting a finance manager reviewing operational expenses for the month. Management suspects there may be duplicate payments and unusually high expenses that require further review.

Using the sample dataset below, complete the tasks in Excel. Copy the data into a new spreadsheet to get started, or download the pre-formatted file.

Download CSV Dataset 25 rows · CSV
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Share Your Answer

Completed the exercise? Post your observations, a key finding, or a question in the community section below. Interesting contributions get highlighted in future sessions.

Go to Community

No account needed — posts are reviewed before going live

Sample Dataset

Voucher No Vendor Expense Category Amount ($) Payment Date
PV1001ABC SuppliesOffice Supplies45001 Jan 2026
PV1002City TransportTransport12002 Jan 2026
PV1003ABC SuppliesOffice Supplies45002 Jan 2026
PV1004Metro HotelAccommodation1,25003 Jan 2026
PV1005Quick PrintPrinting32004 Jan 2026
PV1006Metro HotelAccommodation4,80005 Jan 2026
PV1007City TransportTransport11005 Jan 2026
PV1008ABC SuppliesOffice Supplies45006 Jan 2026
PV1009Prime TelecomCommunications65006 Jan 2026
PV1010Green EnergyUtilities1,85007 Jan 2026
PV1011Quick PrintPrinting32007 Jan 2026
PV1012Office WorldOffice Supplies78008 Jan 2026
PV1013Metro HotelAccommodation1,25008 Jan 2026
PV1014Prime TelecomCommunications65009 Jan 2026
PV1015City TransportTransport13509 Jan 2026
PV1016Green EnergyUtilities1,92010 Jan 2026
PV1017ABC SuppliesOffice Supplies2,45010 Jan 2026
PV1018Metro HotelAccommodation5,10011 Jan 2026
PV1019Quick PrintPrinting41011 Jan 2026
PV1020City TransportTransport12012 Jan 2026
PV1021Prime TelecomCommunications64512 Jan 2026
PV1022Office WorldOffice Supplies82013 Jan 2026
PV1023Metro HotelAccommodation1,25013 Jan 2026
PV1024Green EnergyUtilities1,87514 Jan 2026
PV1025ABC SuppliesOffice Supplies45014 Jan 2026

Your Tasks

1
Duplicate Review

Identify any possible duplicate transactions.

Hint: Look for repeated vendor names and amounts. Consider whether the same amount paid to the same vendor over a short period may require further review.

2
High-Value Classification

Use an IF statement to classify each transaction:

  • Above $1,000 → "High"
  • $1,000 or below → "Normal"
3
Expense Summary

Use a Pivot Table or SUMIFS to calculate total spending by expense category.

4
Visualisation

Create a simple chart showing spending by expense category.

★
Bonus Challenge
  • Which vendor received the highest total payments?
  • Which expense category represents the largest proportion of total spending?
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Reflection Question

If you were the finance manager or auditor reviewing this report:

  • Which transactions would you investigate further?
  • Are there any vendors that appear unusually frequently?
  • What observations would you raise to management?

This exercise reflects the type of practical, scenario-driven analysis used during the live workshops and introduces participants to the analytical thinking expected in accounting and audit environments.

Community

Ask questions, share observations, or leave a tip related to the workshops or practice exercise. Posts are reviewed before they go live.

Share a Comment or Question

Session Format

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Live Online via Zoom

Attend from anywhere with a stable internet connection.

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Limited Spaces

Intentionally small cohorts to maintain an interactive, personalised learning environment.

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Scenario-Driven

Each session is built around a structured business case rather than isolated exercises.

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What You Need

A laptop with Microsoft Excel installed. Datasets and materials provided ahead of the session.

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Suggest a Topic

Workshop focus areas are reviewed before each new series. If there's a specific Excel, data analytics, or finance topic you'd like to see covered, let us know — popular suggestions help shape what's planned next.

Post a Suggestion

Register Your Interest

Spaces are intentionally limited to keep each session interactive and hands-on. Select the session you'd like to attend and fill in the form below.

  • No payment required at this stage
  • We'll confirm session details and pricing by email
  • You can register for more than one series
Intermediate Series 1

Wed 24 June 2026

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Intermediate Series 2

Wed 29 July 2026

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Advanced Series 1

Thu 25 June 2026

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Advanced Series 2

Thu 30 July 2026

— spaces left

No payment required at this stage. We'll confirm details by email.

About the Series

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