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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, and Ideas in Excel. 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 this course is the perfect add-on to FMVA

For those working towards or completing your FMVA, the Fundamentals of Data Analysis in Excel course may be the perfect next step. As you practice model building in Excel, you’ll often come across more extensive data sets that are cumbersome to work with or need some level of manipulation before you can begin. Or perhaps you need to compare the budget to actuals efficiently each month. With the Data Analysis in Excel course, you’ll analyze data with modern excel functionality and transform and visualize data and trends in no time. These skills will introduce you to basic BI and data analysis techniques and show you some basic automation to help you stand apart from other analysts.

Fundamentals of Data Analysis in Excel

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Level 2

Approx 8h to complete

100% online and self-paced

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What you'll learn

Course Conclusion
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.

Business Intelligence & Data Analyst (BIDA)® Certification
Fundamentals of Data Analysis in Excel is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 29 courses.
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist

What our students say

Good understanding
Even though i have a foundation in this course, the course made the concepts much easier and introduced new things to me

Stephen Osei-Manu

A solid foundation for data analysis in Excel
This course has given me the solid foundation I need for my career in data analysis. The instructor explained the lessons well and broke it down to the simplest way to help beginners understand. Thank you CFI.

stephen ogunsola


Joel Odemu

It was a fantastic experience

Peter Wagogo

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Frequently asked questions

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.
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
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