Overview
Data Visualizations & Dashboards – The Basics Overview
Data Visualization is a powerful can help you transform a meaningless table of numbers into a clear, action-driven message. To deliver our message with absolute clarity we must consider who we are presenting to, what types of charts we use, how we draw attention to key messages, and how we combine charts into dashboards.
Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.
Data Visualizations & Dashboards – The Basics Learning Objectives
By the end of this course, you will learn to:- Define the purpose and audience for your visualization.
- Select the appropriate visual to tell the story or communicate the message.
- Focus attention on the key message using data viz best practices.
- Design professional and accessible visuals and dashboards to build trust.
- Create meaningful dashboards that tell stories and inspire decision-making.
- Identify examples of bad data visualization and dashboarding.
Who should take this course?
Financial Analysts working in Excel who need to regularly present outputs from models. Any analysts with an interest in Business Intelligence, modern data skills, and pursuing skills like Excel, Power BI and Tableau.
Data Visualization & Dashboards - The Basics
Led by
Sebastian Taylor
Level 2
Approx 1.5h to complete
100% online and self-paced
Get StartedWhat you'll learn
Lesson
Multimedia
Exams
Files
Design & Focusing Attention
Design & Focusing Attention
Size & Position
How We Interpret Color
Using Color to Indicate Performance
Using Color to Indicate Association
Color Blindness
Enclosure
Annotations & Context
Titles, Units & Axis
Design & Aesthetics
Assessing the Quality of Your Visuals
What Not to Do
Interactive Exercise 3
Course Summary
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Business Intelligence & Data Analyst (BIDA®) Certification
- Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
- Career Prep Business intelligence analyst, data scientist, data visualization specialist
Financial Planning & Analysis (FP&A) Specialization
- Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
- Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more
What Our Members Say
Great Overview
This was a great overview of Data Visualization. Lots of great tips to level up your ability to communicate findings from your analysis. Jon Augelli, PE, CMA
Great overview and Explanation on Making Visual Dashboards
Very well presented RELEVANT, USEFUL, SUCCINT info and well-presented and explained. Angelica Stewart
Certified in Data Visualization & Dashboards 100 from CFI
This course has equipped me with essential skills to create impactful visualizations and interactive dashboards. Looking forward to applying these skills in my work! Muhammad Zubair
A must to understand how to deliver messages
Excellent explanation on usage of types of graphs to deliver the right message in presentations/dashboards Francisco Garcia Soria
Frequently Asked Questions
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