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 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!
Could have been more interactive
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!
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!
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.
