- 63 Videos
- 1 Quiz
- 1 Survey
- 6 Multimedia
- 3 Texts
- 7 Downloads
- 1 Exam
- 6.0 hrs
Course Curriculum
Context
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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
Quiz
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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
FREE PREVIEW
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
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Qualified Assessment
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Course description
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)
Reviews (14)
The most needed course!
by Zahid Sameer
This course was simply amazing!. I walked into the course not even knowing how to create a neat line chart, and walked out of it with knowledge of all other advanced charts that I never knew existed either. It was very easy to grasp and the explanation was more than amazing!. Once again thanks CFI for an amazing course!
Good stuff
by Esosa Ede-Obarogie
Could have been more interactive
Wonderful learning experience!!
by Andriana Ndaihera
From the time I enrolled, I have really enjoyed learning this course. The lecture material is well thought out, the presenter is clear and his teaching method is immaculate. I have learned quite a lot on Dashboards and Data visualization, which will aid me throughout my career. For that, I am appreciative, as I am yet to find a course that offers you the knowledge that not only can you apply immediately (through real-life examples provided for practice) but also knowledge you actually retain. Thank you CFI team!
Favourite core course.
by Kudzi Samushonga CPA, CA MBA
This was my favorite of the core courses and I left it for last!
Excellent guidance on converting complex and intimidating spreadsheet information into beautiful, colorful graphics that are "accessible" to everyone and simple to digest!
Thanks CFI
by KANNY SIBOZA
I love this course, the Dashboards were amazing. I took the exercises on my own to build one dashboard, it was very nice how the doughnut chart and pie chart (I call it a needle now), could just show percentages in an amazing data setting. I got my certificate and now have a good understanding of easy to apply data. Beautiful.
by Delbert Adivnovak
Awesome tricks to customize charts and graphs! I really enjoy these CFI courses.
Heatmap
by Ling-Chun (Paula) Yeung
The course covers a heat map as one of the useful tools for sensitivity analysis. However, it does not teach the steps to create such heat map. Can this content be added so that for those who do not already know how to automatically create a heat map can learn how to do so?
The most needed course!
by Zahid Sameer
This course was simply amazing!. I walked into the course not even knowing how to create a neat line chart, and walked out of it with knowledge of all other advanced charts that I never knew existed either. It was very easy to grasp and the explanation was more than amazing!. Once again thanks CFI for an amazing course!
Good stuff
by Esosa Ede-Obarogie
Could have been more interactive
by Karel Vítek
Wonderful learning experience!!
by Andriana Ndaihera
From the time I enrolled, I have really enjoyed learning this course. The lecture material is well thought out, the presenter is clear and his teaching method is immaculate. I have learned quite a lot on Dashboards and Data visualization, which will aid me throughout my career. For that, I am appreciative, as I am yet to find a course that offers you the knowledge that not only can you apply immediately (through real-life examples provided for practice) but also knowledge you actually retain. Thank you CFI team!
Favourite core course.
by Kudzi Samushonga CPA, CA MBA
This was my favorite of the core courses and I left it for last!
Excellent guidance on converting complex and intimidating spreadsheet information into beautiful, colorful graphics that are "accessible" to everyone and simple to digest!
Thanks CFI
by KANNY SIBOZA
I love this course, the Dashboards were amazing. I took the exercises on my own to build one dashboard, it was very nice how the doughnut chart and pie chart (I call it a needle now), could just show percentages in an amazing data setting. I got my certificate and now have a good understanding of easy to apply data. Beautiful.
by Delbert Adivnovak
Awesome tricks to customize charts and graphs! I really enjoy these CFI courses.
Heatmap
by Ling-Chun (Paula) Yeung
The course covers a heat map as one of the useful tools for sensitivity analysis. However, it does not teach the steps to create such heat map. Can this content be added so that for those who do not already know how to automatically create a heat map can learn how to do so?
Great course and easy to follow
by Yves Seybel
CFI doesn't drop the ball once in their classes. Another great tutorial.
This one, I particularly enjoyed the presentation and communication tips on capturing your audience.
Also, loved the dashboard layout.
CFI is the best.
by Saroj Kumar
Tim is a very good teacher as his explanations are so easy and understandable.
Keep up the great work.
by Todd Lincoln
A lot of good ideas in this course, although I don't necessarily agree with all the chart decisions. For example, other Data Viz courses/manuals I've used call for the use of grey for bars that shouldn't be the focal point (orange and grey instead of orange and blue).
Thank you CFI
by Teka Derick Tikum
Excellent!!! Many skills to discover here that will make your financial analysis, sensitivity, information & communication, and reporting more professional in the finance industry. Thanks, CFI.
Thanks for this amazing course
by Deolindo Matumba
This course is simply amazing. Honestly, it is the best course I have ever seen after 15+ years of experience. Thanks a lot.
by brian millen
