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Transform general ledger data with Power Query

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Published: 04 Jul 2025

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

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, walks 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 explores 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.

This webinar assumes a basic knowledge of PowerQuery.

First broadcast on 8 July 2025

Webinar resources

Please be aware that this webinar recording has closed captions enabled. In order to enable this feature, please click on the “CC” icon at the bottom of your screen. Please note that the transcript is automatically generated and errors may occur.

CPD

This webinar could contribute to up to 1 hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role. 

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