Excel smarter, not harder: Speed, streamlining & Power BI dashboards

Are you spending too much time wrestling with spreadsheets instead of letting Excel work for you? In Excel Smarter, Not Harder: Speed, Streamlining & Power BI Dashboards, you'll discover how to dramatically boost your productivity by reviewing powerful Excel techniques as well as the dynamic capabilities of Power BI. This session is designed for professionals who want to get more done in less time without sacrificing accuracy or impact.

Kate will explore time-saving tips for data cleaning, formula optimisation, and automation using tools like Flash Fill, Power Query, and dynamic arrays. Then she will move on to Power BI, showing how to create interactive dashboards that transform static data into visually engaging, decision-driving reports. Whether you're managing reports, analysing trends, or presenting insights to stakeholders, you'll walk away with practical strategies that elevate your data storytelling. Perfect for intermediate Excel users looking to level up, this session will leave you equipped with new learning you can apply immediately.

This session is ideal for management accountants at all levels from entry-level professionals to financial analysts and managers, C-suite and senior finance leaders

Key learning outcomes:

1. Optimise Excel Efficiency: Participants will learn time-saving techniques for data cleaning, formula optimisation, and automation using features like Flash Fill, Power Query, and dynamic arrays.
2. Build Interactive Dashboards: Attendees will gain foundational skills to create visually compelling, interactive Power BI dashboards that enhance data presentation and support decision-making.
3. Enhance Reporting Confidence: Participants will develop strategies to simplify and standardise data imports and reporting processes.

About our speaker:

Kate Watson is a seasoned professional with almost 40 years of experience in the fields of digital skills education, data privacy, and information governance. As principal and founder of CMLW Consulting Ltd and AskMrsWatson.com, she supports organisations ranging from sole traders and SMEs to multinationals and public sector bodies, offering flexible support around UK GDPR compliance, information governance, and digital literacy

Kate designs and delivers learning programmes that empower business professionals to develop digital confidence and proficiency, particularly within challenging regulatory environments. She is mindful of accessibility, aiming to make technology less daunting for all audiences

Her background spans sectors including financial services, legal, property, healthcare (NHS), education, marine, and not-for-profit