Microsoft

Data Preparation and Governance

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Microsoft

Data Preparation and Governance

 Microsoft

Instructor: Microsoft

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

8 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Automate financial data validation using Copilot-generated Excel formulas.

  • Transform multiple data sources using Power Query.

  • Apply data governance frameworks and controls to ensure data integrity.

  • Build data quality scorecards to monitor financial data completeness and accuracy.

Details to know

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Recently updated!

July 2026

Assessments

16 assignments¹

AI Graded see disclaimer
Taught in English

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Build your subject-matter expertise

This course is part of the GenAI Enhanced Financial Analysis Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 11 modules in this course

Transform manual data checking into automated validation using Copilot. You'll learn to prompt Copilot effectively to generate complex validation formulas that catch common GL data issues.

What's included

2 videos2 readings1 assignment

Use Power Query to systematically clean and combine monthly financial data files. You'll build a repeatable process to handle common data issues and create a single source of truth.

What's included

2 videos2 readings1 assignment

Learn to systematically evaluate validation results, categorize data quality issues, and make decisions about data fitness for analysis. You'll develop judgment for when data requires further investigation.

What's included

2 videos1 reading1 assignment

Bring together all validation and cleansing work to create a trusted, analysis-ready dataset. You'll establish documentation and refresh procedures that ensure ongoing data quality.

What's included

2 videos1 reading3 assignments

Master Power Query joins to combine data from different financial systems. You'll learn to handle common integration challenges, such as mismatched keys and differing granularities.

What's included

2 videos2 readings1 assignment

Develop systematic approaches to verify data relationships and ensure consistency across integrated datasets. You'll learn to identify and resolve alignment issues before they impact analysis.

What's included

2 videos2 readings1 assignment

Go beyond basic transformations to reshape complex financial data using advanced Power Query techniques. You'll build reusable transformation patterns for common financial data challenges.

What's included

3 videos1 reading3 assignments

Build automated reconciliation processes that compare data across systems and flag discrepancies. You'll create reusable templates that reduce manual effort while improving accuracy and compliance.

What's included

2 videos2 readings1 assignment

Develop detective skills to systematically identify data quality issues using governance frameworks. You'll apply control thresholds to surface discrepancies, breaks, and anomalies requiring investigation.

What's included

2 videos1 reading1 assignment

Build comprehensive monitoring solutions that track data quality metrics over time. You'll create scorecards that provide visibility into data health, drive accountability, and support continuous improvement.

What's included

1 video3 readings2 assignments

Build an end-to-end financial data pipeline that transforms messy monthly data into a governed, analysis-ready dataset. You'll implement validation checks, integrate multiple sources, and establish monitoring controls that ensure ongoing data quality. This project simulates the creation of a repeatable monthly close data process.

What's included

1 video2 readings1 assignment

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Instructor

 Microsoft
346 Courses2,654,613 learners

Offered by

Microsoft

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.