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Skill path · BeginnerNew

Source Data, Cleanup and Reconciliation

Reconcile financial sources, restated years and LTM while keeping unresolved accounts visible.

27 exercises · 4 h · 49 checked cells

6 of 27 exercises free, no account needed.

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Before you start

Know Financial Numeracy and Business Economics and Excel Foundations and Formula Fluency and Accounting for Analysts first. You build: A reconciled historical dataset, restatement bridge and traceable exception handoff.

About 4 h; full access adds 21 exercises.

Exercise 1 of 1Measure a draft-to-final change1 cell checked
Loading the spreadsheet…

The route

  1. 1Choose a source that answers the questionSources, periods and LTM3 exercises · 24 minFree
  2. 2Align periods before comparing numbersSources, periods and LTM3 exercises · 24 minFree
  3. 3Build a trailing twelve-month periodSources, periods and LTM3 exercises · 24 minFull access
  4. 4Normalize units, signs and currencies separatelyNormalization, restatements and cleanup3 exercises · 24 minFull access
  5. 5Keep a restatement bridgeNormalization, restatements and cleanup3 exercises · 24 minFull access
  6. 6Preserve missing values and resolve duplicatesNormalization, restatements and cleanup3 exercises · 24 minFull access
  7. 7Map accounts without hiding exceptionsMapping, reconciliation and the source pack3 exercises · 24 minFull access
  8. 8Reconcile totals and preserve the path backMapping, reconciliation and the source pack3 exercises · 24 minFull access
  9. 9Case: turn the imperfect source pack into a reconciled datasetMapping, reconciliation and the source pack3 exercises · 45 minFull access

What it ends in

A FinX certificate of completion, which anyone can verify by link.

Questions

How long does Source Data, Cleanup and Reconciliation take?
About 4 h: 27 exercises in 9 lessons, with 49 checked cells between them. Times are estimates from writing the lessons.
What can I do for free?
6 of the 27 exercises are free, with no account: Choose a source that answers the question and Align periods before comparing numbers. Full access opens the rest.
Do I need Excel installed?
No. Every exercise runs in a spreadsheet in your browser, and each answer is checked cell by cell, so you see exactly which cell is wrong.
What do I get at the end?
A FinX certificate of completion, which anyone can verify by link.