Certified Spreadsheet Intelligence Professional – (CDIP-SP)
The CDIP-FL is a professional certification assessment designed to validate an individual’s foundational competencies in data intelligence and analytics. It confirms proficiency across the full analytics lifecycle — including data extraction, transformation, modeling, visualization, reporting, and governance — using recognized tools and standardized practices.
The CDIP-SP is a professional certification assessment designed to validate an individual’s advanced competencies in spreadsheet-based data intelligence and analytics. It confirms mastery of data extraction, transformation, modeling, visualization, automation, and governance across both Microsoft Excel and Google Sheets, using standardized analytical frameworks and governance-compliant workflows.
This certification ensures that holders can design, execute, and document multi-platform spreadsheet analytics solutions — integrating Excel’s enterprise analytics capabilities and Google Sheets’ cloud-based automation features to produce governed, reproducible, and collaborative data intelligence outcomes.
🧭 Modules, Projects, and Examinations
The Certified Spreadsheet Intelligence Professional – (CDIP-SP) certification consists of six practical modules and a final cross-platform capstone project, each focused on ensuring technical and governance excellence across both spreadsheet environments.
| Component | Purpose | Evaluation Method | Weight |
|---|---|---|---|
| Module Assignments | Apply core spreadsheet intelligence skills across both Excel and Google Sheets. | Submission of completed deliverables from 2 of 4 case study options per module. | 45% |
| Module Examinations | Assess understanding of spreadsheet analytics theory, governance, and workflows. | Timed online examinations with scenario-based questions. | 25% |
| Capstone Project | Demonstrate integrated spreadsheet intelligence workflow and documentation. | Comprehensive dual-platform project submission. | 25% |
| Professional Conduct & Documentation | Assess reproducibility, governance, and ethics compliance. | Review of documentation, process notes, and methodology reports. | 5% |
Passing Requirement: Minimum overall score of 70% across all components.
Reassessment Policy: Candidates may retake individual modules or the capstone within 60 days of result issuance.
🧩 Module Overview
| Module | Focus Area |
|---|---|
| Module 1 | Excel Data Analysis Workflow |
| Module 2 | Google Sheets Analytics |
| Module 3 | Spreadsheet Modeling & KPI Design |
| Module 4 | Data Visualization & Dashboard Automation |
| Module 5 | Advanced Functions & Array Analytics |
| Module 6 | Spreadsheet Governance & Documentation |
| Final Project | Cross-Platform Spreadsheet Intelligence Capstone |
📂 Study Guides
Each module includes an optional Study Guide to support practical learning and project preparation.
Contents Include:
- Verified dataset source links (e.g., AdventureWorks Dataset – Kaggle Verified Source)
- Platform-specific guided examples (Excel and Google Sheets)
- Step-by-step optional walkthroughs for ETL, modeling, and dashboarding
- Practical workflow templates for documentation and reproducibility
Note: Study Guides are optional and designed to assist with project preparation, not module examinations. They help learners replicate professional spreadsheet intelligence workflows across both Excel and Google Sheets.
🧠 Capstone Project Overview
The CDIP-SP Capstone Project evaluates the learner’s ability to integrate both spreadsheet environments into a unified analytics and governance workflow. Candidates must demonstrate end-to-end spreadsheet intelligence proficiency across:
- Data Extraction & Transformation – Using Power Query (Excel) and QUERY/ARRAYFORMULA (Sheets).
- Modeling & KPI Design – Building relational models and defining custom calculations.
- Visualization & Reporting – Designing dynamic dashboards and automated visuals.
- Automation & Workflow Optimization – Implementing data refresh routines or Apps Script automations.
- Governance & Documentation – Recording process lineage, naming conventions, and audit-ready methodology notes.
Approved Dataset Options (Verified):
🏅 Certification Issuance
Upon successful completion of all modules, examinations, and the final cross-platform capstone project, candidates are formally awarded:
🎖️ CDIP-SP Certificate (PDF Format)
🧾 Digital Badge (CDIPS Registry-Verified)
These credentials confirm the holder’s professional ability to deliver data intelligence, visualization, and governance solutions using both Excel and Google Sheets — validated by the Council of Certified Data Intelligence Professionals (CDIPS) and recognized globally for spreadsheet intelligence excellence.
Certification Content
CDIP-SP
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