Data Preparation and Governance

In this intermediate-level specialization, you will validate and transform financial data for accurate analysis. You'll work with Power Query for data preparation, use Copilot to automate validation checks, and establish data governance controls. These skills form the foundation for accurate financial reporting and analysis while ensuring data integrity throughout your analytical workflow. This course is for financial professionals with 1–3 years of experience, including analysts, who have a foundational understanding of financial principles and standard data tools. By the end of this course, you will be able to 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, and build data quality scorecards to monitor financial data completeness and accuracy. This course requires Power BI Desktop, which runs on Windows PCs or Macs with Parallels Desktop. Excel Desktop with Microsoft 365 is required for Power Query and Copilot features.