The CDIP-XP is a specialized professional certification examination designed to validate an individual’s applied competence in Microsoft Excel for advanced analytics and business intelligence. It focuses on mastery of Excel’s modern data tools — including Power Query, Power Pivot, DAX, advanced formulas, automation, and dashboard reporting — to perform governed, end-to-end analytics workflows.
This certification confirms the holder’s ability to design, build, and document complete Excel-based analytical systems using verified datasets, adhering to global standards of reproducibility, governance, and data accuracy.
🧭 Modules, Projects, and Examinations
The Certified Excel Intelligence Professional – (CDIP-XP) certification examination consists of five competency-based modules and a final capstone project. Each module represents a focused performance evaluation of professional Excel analytics practices through real-world business datasets.
Candidates must complete all assignments, examinations, and the final project to qualify for certification issuance.
| Component | Purpose | Evaluation Method | Weight |
|---|---|---|---|
| Module Assignments | Practical application of Excel analytics, modeling, and visualization workflows. | Submission of 2 of 4 case study deliverables per module. | 45% |
| Module Examinations | Evaluate theoretical and applied Excel knowledge, including ETL, formulas, modeling, and reporting. | Timed online examination with scenario-based questions. | 25% |
| Capstone Project | Assess comprehensive Excel workflow proficiency (ETL → Model → Analyze → Automate → Report). | Complete project with process documentation and final dashboard. | 25% |
| Professional Conduct & Documentation | Evaluate governance, reproducibility, and ethical reporting standards. | Review of project methodology and dataset usage. | 5% |
Passing Requirement: Minimum overall score of 70%.
Reassessment Policy: Retake available for modules or capstone within 45 days.
🧩 Module Overview
| Module | Focus Area |
|---|---|
| Module 1 | Excel ETL & Power Query |
| Module 2 | Data Modeling with Power Pivot |
| Module 3 | Advanced Excel Formulas & DAX |
| Module 4 | Dashboard Design & Automation |
| Module 5 | Reporting & Governance |
| Final Project | Excel BI Capstone |
📂 Study Guides
Each module includes an optional Study Guide containing:
- Verified dataset source links (e.g., AdventureWorks Dataset – Kaggle, Financial Sample Dataset – Microsoft)
- Case study outlines and guided task workflows
- Step-by-step exercises to support reproducibility and professional documentation
Note: Study Guides are optional preparation tools, not instructional content. They exist to ensure consistent professional practices, documentation standards, and reproducible analytical results.
🏅 Certification Issuance
Upon successful completion of all modules, examinations, and the capstone project, candidates are awarded:
🎖️ CDIP-XP Certificate (PDF Format)
🧾 Digital Badge (CDIPS Registry-Verified)
This credential confirms professional-level mastery of Excel analytics — including data transformation, modeling, visualization, and automation — under the governance standards of the Council of Certified Data Intelligence Professionals (CDIPS).
Certification Content
CDIP-XP
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