Fundamentals of Data Analysis in Excel

Learn to use modern functionality in Microsoft Excel to produce quality insights at speed:

Pull and visualize insights from your data using data analysis tools
Apply best practices for data structuring, analysis, and visualizations
Discover modern Excel functionality like dynamic array formulas, linked data types, and more.

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Corporate Finance Institute

Overview

Fundamentals of Data Analysis in Excel Overview

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.

What you'll learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

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.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Business Intelligence & Data Analyst (BIDA®) Certification

Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
Career Prep Business intelligence analyst, data scientist, data visualization specialist

Learn More

Data Analysis in Excel Specialization

Skills Learned Data Modelling & Analysis, Data Transformation, Data Visualization
Career Prep Data Analyst, Business Intelligence Specialist, Data Scientist, Finance Analyst

Learn More

Business Intelligence Analyst Specialization

Skills learned Data Transformation & Automation, Data Visualization, Coding, Data Modeling
Career prep Data Analyst, Business Intelligence Specialist, Finance Analyst, Data Scientist

Learn More

Financial Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

Learn More

What Our Members Say

Excellent course

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.

Ovey Alexander

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

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What are the requirements to take the courses?

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.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

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.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

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.

Fundamentals of Data Analysis in Excel

Fundamentals of Data Analysis in Excel Overview

Fundamentals of Data Analysis in Excel Learning Objectives

Who should take this course?

Fundamentals of Data Analysis in Excel

What you'll learn

Introduction to Data Analysis in Excel

Analyze Data

Transform Data

Excel Tables

Dynamic Arrays

Pivot Tables

Visualize Data

Course Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Business Intelligence & Data Analyst (BIDA®) Certification

Data Analysis in Excel Specialization

Business Intelligence Analyst Specialization

Financial Planning & Analysis (FP&A) Specialization

What Our Members Say

Joseph Buoro

Juan C

OSE ANOINTED EHIAGUINA

Ramy Khedr

Adedoyin Kalesanwo

FA Shadrack Alosa

NYINAWUMUNTU Valentine

Aboobackar Siddique

Adaora Ndenojuo

Phanas Heinelt

Abubakar Tijjani

Edoh Adah

Joseph Bewaji

DENNIS IBEH UKPOGWU

PIERRE HANSEL MALIHAN

Fidele Niyongira

Wahab Abiona

Syed Zahid Hussain Shah Bukhari (CSCM, M.B.A (Finance)

Berta Kee

Kerolos Malak Fawzy

CA ABHISHEK SHRIVASTAV

Swaraj Sarang

Aniket Padir

AFEEZ AJUMOBI

Ovey Alexander

Frequently Asked Questions