Excel is the most widely used analysis tool in the world and a great starting point for diving into data analysis.
In this course, you’ll apply Excel’s native tools to structure your data into spreadsheets and tables. You’ll then analyze and produce insights from that data using pivot tables. Finally, you’ll visualize those insights by building a dashboard in Excel. You’ll apply these skills using modern functionality like dynamic array formulas, linked data types, Power Query, and Power Pivot. You’ll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales.
Fundamentals of Data Analysis in Excel Learning Objectives
Upon completing this course, you will be able to:
Analyze a dataset using native Excel tools
Apply Excel tools and formulas to transform and structure your data
Create pivot tables to slice and dice your data
Visualize data with pivot charts and Excel Charts
Explore the landscape of data analysis and visualization
Who should take this course?
This data analysis course is perfect for professionals who want to expand their skill set to include data analysis and visualization in Excel. This course is designed to equip anyone who desires to begin a career in financial analysis or business intelligence—or in other roles that work heavily in Excel—with the skills to create dynamic data-viewing experiences.
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Skills LearnedAccounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career PrepFinancial Analyst, Project Evaluator, FP&A Manager and more
I have learned a lot from this course. Thank you, CFI.
Joseph Buoro
Throughly enjoyed this course
Well designed content made me improve my skills in data analysis
Juan C
AWESOME
Just make sure to jote and concentrate.
OSE ANOINTED EHIAGUINA
the course was amazing
it is an add value to those want to improve their Excel skills
Ramy Khedr
Very informative
The course structure was well put together and time well spent. Thank you.
Adedoyin Kalesanwo
Awesome Skill
Made my Excel skill sharper
FA Shadrack Alosa
AMAZING
I wish everyone would have this skill with them.
NYINAWUMUNTU Valentine
Awesome
The best i had attended
Aboobackar Siddique
Excellent Course
Initially it wasn't easy but before ending the course, it was very clear and easy to understand
Adaora Ndenojuo
Excel fundamentals not scary anymore
So clear, concise and high value to learn excel fundamentals. It was not a walk in the park, but challenging and engaging. However, this class worth every minute.
Phanas Heinelt
I have learn a lot from this prestigious institute
I would love advice student to learn more from this institute
Abubakar Tijjani
Fantastic
This course is for any one who wish to upskill in Data Analysis
Edoh Adah
GREAT LEARNING EXPERIENCE
I had a good time learning new things and refreshing my mind with the Excel for Data Analysis Fundamentals. Great and world-class content. Now I feel bold to go on and do some good data analysis work in Excel. Keep up the good work @CFI Team.
Joseph Bewaji
It's a great experience and impactful
The experience and the will be helpful for my personal development in finance.
However, I would like CFI to grant me 2 week extension to enable me complete my BIDA program.
DENNIS IBEH UKPOGWU
you will learn a lot it this course
PIERRE HANSEL MALIHAN
Administration Officer
This course is very important since it helps students to be able to make effective decisions based on data analysis.
Fidele Niyongira
Very interesting
Looking forward t get more practicals
Wahab Abiona
Excellent
Overall, the course "Fundamentals of Data Analysis in Excel" offers practical skills, accessibility, hands-on learning, and increased job prospects, making it a valuable resource for individuals seeking to enhance their data analysis capabilities using Excel.
Syed Zahid Hussain Shah Bukhari (CSCM, M.B.A (Finance)
Best refresher course ever
If you wish to refresh your data skill-set then this would definitely be the course to take.
Berta Kee
drawing the roadmap to start my career in data analysis
the greatest course ever in this major
Kerolos Malak Fawzy
very useful certification adding to knowledge...
CA ABHISHEK SHRIVASTAV
Incredible Course
The Course has really helped me to enhance my skills, try it you won't regret completing this course.
Swaraj Sarang
It was amazing
I will recommend all to do this course.
It is easy to understand and at same time you can apply it.
Way of explaining is also good and simple.
Aniket Padir
Amazing
Valuable to be here.
AFEEZ AJUMOBI
CFI courses are top-notch. I thought to try it at first and later fell in love with everything about the course. It's intuitive, informative, and educative and has everything I sought in self-paced learning.
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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