Recommended Prep Course
These preparatory courses are optional, but we recommend you to complete the stated prep course or possess the equivalent knowledge prior to 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 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
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)
7 courses from beginner to intermediate level.01Optional
11 courses from beginner to intermediate level.02Required
Take 3 out of 11 courses at an advanced level.03Required
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
I Wayan Subagia
Wonderfully practical course, that has generated some inspiration for future dashboards.
Very useful for any presentation
Muhammad Riad Hossain
Everything explained in here is super-valuable and fitting to the real-world, no matter what the line of work is that you find yourself in right now. These are often-underrated skills. Take the time, it is definitely worth it. Every time I have pitched a model to a group or firm or individual, the design is what made that immediate resonance. Big companies displaying their integrated reports and dashboards online take it extremely seriously too and so should you by deciding to take this course. Each product has unique features, and those features come together in a category, a project, venture, corporate identity (logo), and maybe even a consolidated larger enterprise or group of companies. From picking color palettes to differentiate individual product KPIs and projections to integrating them into more considerable catalogues, range valuations, and enterprise models. All looking and feeling one with the company image, a unity between brand and business identity, on all levels, and brought into data visualization and more sophisticated information systems if you so desire. I would recommend this course, not to anyone, but to everyone. It is well-presented, no-nonsense, and to-the-point.