Excel for Data Preparation & Visualization (On-Demand - CFI)
Overview
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.
Access expires 180 days from purchase date |
Applicable for
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.
Content
Course Content Created: September 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Excel for Data Preparation & Visualization (On-Demand - CFI)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 3
- Credits
Overview
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.
Access expires 180 days from purchase date |
Applicable for
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.
Content
Course Content Created: September 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.