Overview
Recommended Prerequisite
You are expected to have either completed the stated prerequisite course or possess the equivalent knowledge prior to enroling 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 who are responsible for presenting financial information to management and executives at their businesses. Anyone who wants to learn how 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
Additionally, this online course will teach you how to create a dashboard in Excel from scratch. The main dashboard topics covered in this class include:
- 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)
What You'll Learn
Path to Certification
Prerequisite Courses
5 courses from beginner to intermediate level.
01OptionalCore Courses
9 courses from beginner to intermediate level.
02RequiredElective Courses
Take 3 out of 9 courses at an advanced level.
03RequiredGet Certified
Submit your FMVA®️ checklist and order your certificate.
04Required
Join Our Community
Get access to the Global Corporate Finance Society.
05Optional
How the Certification Works
What Our Students Say
This course is nothing short of world standard! Well designed by the instructor. A must-do for any professional who wants to create awe-inspiring and amazing dashboards and data visuals. If you haven't tried CFI you are missing more than a chance to be the best and highly valuable.
Thanks, it was one of my best courses, fun and useful. I highly recommend it.
Thank you
This course provides a very good practical knowledge and goes into details in how to visualize financial data. I thought that only real work experience can teach such experience but after completing all the work with the instructor, I could clearly feel the difference.
Frequently Asked Questions
FMVA® Financial Analyst Certification
Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.
