Event Details
Transform general ledger data with Power Query

Transform general ledger data with Power Query

£15.00 + VAT
Available
Virtual
All Locations
Excel
Jul
8
Tue
10:00
-
11:00 BST
Schedule Type Title: 1st of the Month
Schedule Description: Practise in real time with this follow-along webinar looking at streamlining your ledger exports.
Sessions: 1
Session Hours: 1.00
Zoom Link: https://icaew.zoom.us/webinar/register/WN_K7oF4sIjRUm12Ms3jAcTJg
CPD hours: 1 hour
Zoom

Description

Practise in real time with this follow-along webinar looking at streamlining your ledger exports.

Book here
Date and time Location
08/07/2025 10:00 - 11:00 BST Zoom

Event information

Hours can be lost manually cleaning, splitting, and reshaping exported general ledger data in Excel just to make it usable.

In this practical webinar, James Berridge, Director at Saffery LLP, will walk through how to transform general ledger exports into clean, structured, and analysis-ready formats using Power Query in Excel. The techniques covered are easily transferable to a wide range of report types.

The webinar will explore how to tackle common challenges including:

  • techniques to split data in cells using delimiters such as line breaks.
  • resolving inconsistencies in date formats.
  • automating the transformation process to streamline future exports.

With a chance to follow along, this webinar is open to all but assumes basic knowledge of Power Query.

Key benefits

  • Understand how to import and shape exported ledger data using Power Query.
  • Automate the transformation process to streamline future exports.
  • Gain confidence in applying Power Query to real-world accounting data.

About the speaker

James Berridge, Director, Saffery LLP
James is a director at Saffery looking after audit data analytics and technologies. Most of his career defining opportunities have been enabled by smart use of Excel and these days he’s a strong Power Query advocate.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

RateCost
ICAEW MemberNo Charge
Non-Member£15.00 + VAT
Retired MemberNo Charge
Life MemberNo Charge
StudentNo Charge
Excel Community SubscriberNo Charge
Affiliate MembersNo Charge

ICAEW members and non-members are welcome to join. This event is organised by the Excel Community. Please click here to join online.

FAQs

Should you experience any difficulties booking onto the event, please go to our events support page - how to book.

Legal Disclaimer

The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

ICAEW's terms and conditions for events

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