Dates and location
Hours
Dates and location
Hours
Description
Data preparation is a critical step in any analysis, reporting, or visualization process and Excel remains one of the most widely used tools for the job. In this hands-on course, participants will learn how to clean, structure, and transform data to prepare it for sharing with key stakeholders through dashboards or other visual outputs. Learners will work directly in Excel to manage workbook links, resolve common data issues such as inconsistent formats and broken dates, and apply transformation techniques such as filtering, aggregating, and transposing data. It also highlights recent Excel capabilities that make these tasks more efficient, equipping participants with practical skills to streamline workflows and improve data quality.
Topics Include:
- Workbook Links
- Establishing & Updating Links
- Updating Forecasts
- Watch Windows
- Cleaning Data
- Model & Quantity
- Price & Revenue
- TEXT Functions
- Fixing & Testing Dates
- TEXTSPLIT
- Transforming Data
- UNIQUE Function, SORT & SUMIF
- Descending Sort Order
- Spill Range Operator
- FILTER Function
- Customizing Columns and Sorting by Column
Key Takeaways
Upon 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 Will Benefit
This course is designed for finance, accounting, and business professionals who rely on Excel to prepare, analyze, and visualize data and want to strengthen their data handling skills.
Prerequisite(s)
A basic understanding of Excel is recommended.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Duncan McKeen, CFA, EVP, Financial Modelling at CFI, is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Since 2014, Duncan has been focused on designing courses and teaching financial modeling to employees working in accounting, valuation, investment banking, equity research, and private equity. He also has extensive experience providing consulting services on financial modeling to large corporations and institutions. Prior to transitioning over to teaching, Duncan held senior equity research positions with top banks & brokerages using financial models to form opinions and guide institutional investors with capital allocation. Since 2015, he has also been an Adjunct Faculty member teaching financial modeling courses at the Smith School of Business at Queen’s University.