The Specialization "Data Skills for Excel Professionals" offered by the Corporate Finance Institute equips participants with essential data analysis capabilities within Excel. The courses cover fundamental aspects, including Data Analysis in Excel, Power Query Fundamentals, and Power Pivot Fundamentals. The recommended pre-work for participants is to have a basic familiarity with Excel. The Specialization aims to enhance professionals' proficiency in leveraging Excel for data-driven decision-making and is a valuable resource for individuals seeking to sharpen their data skills in a corporate finance context.
Overview
Syllabus
Course 1: Fundamentals of Data Analysis in Excel
- Offered by Corporate Finance Institute. Excel is the most widely used analysis tool in the world and a great starting point for diving into ... Enroll for free.
Course 2: Power Query Fundamentals
- Offered by Corporate Finance Institute. In this online Power Query Fundamentals course, we’ll explore the world of data transformation and ... Enroll for free.
Course 3: Power Pivot Fundamentals
- Offered by Corporate Finance Institute. This course provides step-by-step instructions for how to set-up a business intelligence dashboard ... Enroll for free.
- Offered by Corporate Finance Institute. Excel is the most widely used analysis tool in the world and a great starting point for diving into ... Enroll for free.
Course 2: Power Query Fundamentals
- Offered by Corporate Finance Institute. In this online Power Query Fundamentals course, we’ll explore the world of data transformation and ... Enroll for free.
Course 3: Power Pivot Fundamentals
- Offered by Corporate Finance Institute. This course provides step-by-step instructions for how to set-up a business intelligence dashboard ... Enroll for free.
Courses
-
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, and Ideas in Excel. You’ll work hands-on with real-world scenarios, using datasets pulled from financial statements and retail sales. By the end of the course, you'll 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 ● describe the landscape of data analysis and visualization
-
In this online Power Query Fundamentals course, we’ll explore the world of data transformation and automation. You’ll learn to extract data from multiple different sources, and transform it into layouts more suited to analysis. We will show you how to automate data connections and transformations, as well as how to extract and consolidate data from multiple files. Finally, we’ll end by looking at how to deal with common errors. Power Query is absolutely essential for any Excel focused analyst, and is a powerful asset to any Business Intelligence analyst. These skills will help you spend less time on data manipulation, and more time on your analysis projects. By the end of this course, you will be able to: ● Identify the characteristics of good and bad data using the principles of data normalization ● Extract data from CSV and Excel files and automate basic transformations such as Pivot and Unpivot ● Extract information from fields that combine two or more values ● Transform datasets by grouping or combining data from different tables, or even multiple files from the same folder ● Avoid, interpret, and fix errors and exceptions that you experience in Power Query ● Load transformed data into Excel for use as automated data feeds
-
This course provides step-by-step instructions for how to set-up a business intelligence dashboard in Excel using the Power Pivot add-on. You’ll learn the key functions and best practices for setting-up a dashboard. As you progress through the course, you’ll apply everything you’ve learned to a hands-on example using data we provide. By the end of this course, you’ll walk away with everything you need to create your own dashboards in Excel—so you can analyze and present data, track KPIs, and make your data easily accessible. Upon completing this course, you will be able to: ● Create a Power Pivot table by drawing data from several different tables ● Develop simple calculated metrics with consistent formatting to be re-used across our dashboard ● Assemble multiple pivot tables, charts, and dimensions into a dashboard ● Apply DAX formatting language to create measures and columns that draw data from other tables ● Manipulate context to calculate more advanced metrics ● Utilize DAX Advanced Time Intelligence to create powerful period comparisons and KPIs
Taught by
Joseph Yeates and Sebastian Taylor
