Corporate Finance Institute
Fundamentals of Data Analysis in Excel – Case Study

Overview

Data Analysis in Excel Case Study Overview

Dive into the world of Excel data analysis with this engaging case study, featuring seven unique challenges. Each challenge, growing progressively more complex, offers a practical opportunity to sharpen your Excel skills through real-world problem-solving scenarios. You’ll be provided with different datasets for each challenge, where your task is to manipulate, analyze, or visually represent the data using Excel’s diverse set of tools. These challenges are not just about mastering Excel functions; they’re designed to apply these skills to solve actual problems you might encounter professionally.

Data Analysis in Excel Case Study Learning Objectives

By the end of the practice lab, you should be able to:

  • Transform data with conditional formulas, Lookup functions, and SUMPRODUCT
  • Analyze data to highlight insights with conditional formatting, Excel Tables, and Dynamic Arrays
  • Visualize data effectively by creating and formatting Excel Charts

Who Should Take This Case Study?

This Excel Case Study is perfect for those who want to put their knowledge about Data Analysis in Excel into practice with selected, real-life scenarios. This makes the case study a great follow-up to BIDA’s Fundamentals of Data Analysis in Excel.

Prerequisite

Ideally some basic Excel skills including formulas and basic pivot tables.

Software Requirements

Excel

Fundamentals of Data Analysis in Excel - Case Study

4.9

Level 3

Approx 3h to complete

100% online and self-paced

Get Started

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.

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

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

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

What Our Members Say

Recommended for everyone taking the Fundamentals Course
Topics chosen are of greater importance from practical point of view.

Farooq Anwer

Very good course
Very Good Examples explained in Professional way in simple way.

Alamir Alshafaey

Great course
You'll find something in this course that you didn't know!

Sarah Beri

SUMPRODUCT
It was an enjoyable course

Lydia Angolo Endjala

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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.
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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.
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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.
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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
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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.
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