Excel for Data Preparation & Visualization

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.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. 

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.