This intermediate course, Validate and Summarize Data Effectively with Excel, is for aspiring financial analysts and business professionals who need to move beyond basic spreadsheets and master the essential Excel skills required for robust data-driven decision-making. In today's financial landscape, the ability to trust your numbers is non-negotiable. This course provides a direct path to building that trust, focusing on two critical competencies: data validation and data summarization.

Validate and Summarize Data Effectively with Excel

Validate and Summarize Data Effectively with Excel
This course is part of Financial Data Analysis with Excel Specialization

Instructor: LearningMate
Included with
Recommended experience
What you'll learn
Learners will validate data integrity and create summary reports in Excel using data validation techniques and PivotTables for financial analysis.
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February 2026
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There are 2 modules in this course
In this module, you will lay the critical groundwork for all reliable financial analysis by focusing on data integrity. You will explore the high-stakes consequences of poor data quality through real-world case studies, learn why validation is the most important first step in any analysis workflow, and get hands-on with essential Excel functions to audit datasets for completeness, ensuring your data is trustworthy before you move on to analysis.
What's included
2 videos1 reading2 assignments
In this module, you will learn how to transform clean, raw data into powerful business insights using PivotTables. You will move beyond endless rows of data to build dynamic, interactive reports, focusing on aggregation, cross-tabulation, and evaluation. By the end, you will be able to analyze trends, compare variables, and tell a compelling story with your data.
What's included
2 videos1 reading3 assignments
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Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.
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