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
Access provided by University of Warwick
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.
Skills you'll gain
- Financial Data
- Business Analytics
- Data Validation
- Data Analysis
- Statistical Reporting
- Microsoft Excel
- Data Integrity
- Trend Analysis
- Excel Formulas
- Data Quality
- Strategic Decision-Making
- Data-Driven Decision-Making
- Data Synthesis
- Descriptive Statistics
- Exploratory Data Analysis
- Pivot Tables And Charts
- Skills section collapsed. Showing 11 of 16 skills.
Details to know

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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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