Overview
Recommended Prep Course
These preparatory courses are optional, but we recommend you to complete the stated prep course or possess the equivalent knowledge before enrolling in this course:Excel Dashboards Course Overview
This in-depth dashboards course will teach you how to build a custom Excel dashboard using professional data visualization techniques. By the end of the course, you will have a solid understanding of how to tell a story by combining data, charts, graphs, and other visuals.
Who should take this Excel dashboards course?
This Excel dashboards course should be taken by any type of financial analyst working in corporate finance. This includes financial planning & analysis (FP&A), corporate development, equity research, and investment banking. This data visualization course is designed for professionals responsible for presenting financial information to management and business executives. Anyone who wants to present clean, focused, and impactful information will benefit from this course. This course will cover the basics of data visualization basics then go over the theory and specific concepts that drive data visualization. You will learn how to develop effective storytelling techniques by utilizing the best selection, design, and presentation of charts and graphs. Finally, you’ll learn how to build the perfect chart and graphs to effectively communicate the story behind your data.
What will you learn in this dashboard & data visualization course?
This course will teach you all about the most important data visualization techniques, including:- How to focus attention
- How to use white space effectively
- Storytelling with data
- Narrative techniques
- A variety of visuals
- How to use affordances
- Storyboarding
- Page layout and design
- Line charts
- Area charts
- Column and bar charts
- Gauge charts
- Formatting and design
What’s included in this dashboard & data visualization course?
Purchasing the full dashboards and data visualization course includes:- Step-by-step instruction
- Excel dashboard techniques
- Design and formatting tips
- Excel dashboard templates (downloadable)
Dashboards & Data Visualization
Get Started
Level 2
Approx 6h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
Lesson
Multimedia
Exams
Files
Design Principles
Dashboard #1
Objectives
Downloadable files
Why use dashboards
Executive decision making
Dashboard making process
Interactive exercise 6
Page orientation and print area
Making sections
Two-series line chart
Area chart
Column and marker chart
Gauge charts - data setup
Gauge charts - doughnut
Gauge charts - pie
Creating multiple gauge charts
Dashboard #1 final product
Dashboard #2
Dashboard #2 preview
Downloadable files
Page layout and heading
Stacked column chart
Setting up for actual vs forecast
Combo - stacked column and line chart
Waterfall chart
Stacked area chart
Five-year performance summary table
Sparklines
Conditional formatting for variance analysis
P&L summary and balance sheet summary
Dashboard #2 final product
Conclusion
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.
Financial Modeling & Valuation Analyst (FMVA)® Certification
Dashboards & Data Visualization is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 40 courses.
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
Business Intelligence & Data Analyst (BIDA)® Certification
Dashboards & Data Visualization is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 31 courses.
- Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
- Career Prep Business intelligence analyst, data scientist, data visualization specialist
Business Essentials Certificate
- Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Strategy, Ethics, Sales, Client Management, Consulting & Advisory, Business Analysis, People Management
What our students say
Enjoyable
Loving every course
Loving every course
Zaahid Cariem
n/a
n/a
n/a
Ama Chinbuah
Very Important course to take
This course is essential for those who are looking to visualize their work, for me I loved it.
This course is essential for those who are looking to visualize their work, for me I loved it.
