Excel for Data Preparation & Visualization

Name: Excel for Data Preparation & Visualization
Availability: InStock
Rating: 5.00 (2 reviews)

Unlock the power of Excel to prepare, clean, and transform data with confidence—laying the foundation for effective analysis and visualizations.

Save time by mastering workbook links and automating multi-file data updates
Clean messy data and fix problematic dates with modern Excel tools
Transform and reshape data to support clear, insightful visualizations

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Corporate Finance Institute

Excel for Data Preparation & Visualization

Overview

Excel for Data Preparation & Visualization Course

Data preparation is a critical step in any analysis, reporting, or visualization process. Excel remains one of the most widely used tools for the job. In this hands-on course, you’ll learn how to clean, structure, and transform data to prepare it for sharing with key stakeholders through dashboards or other visual outputs. You’ll work directly in Excel to manage workbook links, resolve common data issues (like inconsistent formats and broken dates), and apply transformation techniques such as filtering, aggregating, and transposing data. The course highlights recent Excel capabilities that make these tasks more efficient. You’ll walk away with

practical skills to streamline your workflow and improve data quality.

Who should take this course?

This course is designed for finance, accounting, and business professionals who rely on Excel to prepare, analyze, and visualize data. It supports individuals aiming to strengthen their data handling skills for roles in financial analysis, reporting, and business intelligence.

Excel for Data Preparation & Visualization Learning Objectives

Upon successful completion of this course, learners will be able to:

Manage workbook links in Excel to consolidate and reference data from multiple files.
Identify and correct common data issues, including redundant spaces and values not recognized as numbers.
Parse, reformat, and troubleshoot date fields to ensure proper recognition and usability in Excel.
Apply transformation techniques such as aggregation, filtering, and transposition to structure data for analysis and visualizations.

Prerequisite Courses

Recommended courses to complete before taking this course.

What You'll Learn

Lesson

Multimedia

Exams

Files

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.

Excel Skills for Professionals

Skills You’ll Gain Excel, Data Preparation, Data Visualization
Great For Ideal for business professionals, analysts, and finance specialists who want to strengthen their Excel skills for modeling, data preparation, and reporting.

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What Our Members Say

Explanation and delivery of the course is amazing and easy to understand

Muhammad Khan

Very Great

I do appreciate the work of the instructor

Guillaume RASTOCLE

Frequently Asked Questions

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

Contact Us

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Excel for Data Preparation & Visualization

Excel for Data Preparation & Visualization Course

Who should take this course?

Excel for Data Preparation & Visualization Learning Objectives

What You'll Learn

Introduction

Workbook Links

Cleaning Data

Transforming Data

Course Summary

This Course is Part of the Following Programs

Excel Skills for Professionals

What Our Members Say

Muhammad Khan

Guillaume RASTOCLE

Frequently Asked Questions