Dashboards & Data Visualization

Subscribe

Intermediate level

Approx 6.50h to complete

100% online and self-paced

Subscribe to get access to FMVA® and other programs

From $497/year

Learn More

Overview

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:

  1. Excel Crash 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.


Excel Dashboards course screenshot


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.


excel dashboard and Data Visualization templates


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)


Dashboard KPI Course Online screenshot


What You'll Learn

Lesson
Multimedia
Exams
Files

Become a certified Financial Modeling & Valuation Analyst (FMVA)®

Dashboards & Data Visualization is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 30 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development

Path To Certification

Prerequisite Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

11 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 11 courses at an advanced level.

03Required

Get 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

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say


Thanks, it was one of my best courses, fun and useful. I highly recommend it.

Mohammed A Wahig

Dashboard and Presentation
Wonderful Course

Haryanto Po

Abdellatif Ibrahim, CPA, CA
It is outstanding course and presentation, Thank you.

Abdellatif A. E. Ibrahim


Highly highly recommended course for anyone who wants to master data visualization!

Sonal Ahuja

See More

Frequently Asked Questions

How do I enroll in this course?
Are there any additional fees or costs?
What currency are your courses priced in?
Can I download the Excel files and financial modeling templates for the course?
How long do I have to complete the courses?
Are CFI courses officially accredited?
How do I earn my certificates?
Can I email the instructor if I have questions?
Will these courses help me advance my career?
What is included in the subscription?
More Questions?