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


Excel Dashboards & Data Visualization

$97.00 Enroll Now Free Preview

Approx 6.0 hrs to complete


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FMVA Full Immersion
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FMVA Self Study
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Path to Certification

Prerequisite Courses

8 courses from beginner to intermediate level.


Core Courses

11 courses from beginner to intermediate level.


Elective Courses

Take 3 out of 10 courses at an advanced level.


Get Certified

Submit your FMVA®️ checklist and order your certificate.


Join Our Community

Get access to the Global Corporate Finance Society.


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.
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

Dans Jurcāns
Probably one of the most underrated yet most important courses on CFI
As someone who builds charts in Excel on a regular basis, yet has very little designing capabilities, I have to say this course was excellent! Not only does it teach how to make a series of advanced charts, but it also provides a variety of tips that seem obvious in hindsight, but really help to make your charts and dashboards much cleaner, organized and visually appealing. Thanks to Tim and the team!
Michael Nitto
Absolutely Phenomenal
This course is great and I absolutely love the visuals as well as the instructor's presentation, guidance, explanations, and examples. I absolutely feel like a I can add more value to my organization and career with the knowledge on visualization and dashboards. Thank you CFI.
Steven Vrolijk
Very helpfull and informative
I learned some great new ideas, and which are based on the the "complete file" easy to replicate.
Steffen Beil
Dash into the dashboard session
This is a great course. I have always waited for something like this. Perfect. Thank you!!
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Olga Nielsen, MBA
I learned a few very useful charts that I never imagined could be done in Excel.
Hendra Rakhmawan
Great course, the ability to present the numbers and analysis on eye-catching data visualization is critical and very important... this course covers that.
Moustafa Mohamed Aly Abdel Nabi
It's very nice course and very necessary for any financial modeling one.
Mikhail Powell
This was easily one of my favorite courses so far. It was so useful and showed how easy it is to transfer bulk of data into meaning and colourful visualizations.
Jose Olmedo
Excellent course
Very practical and insightful course. It really teaches you how to maximize the tools that you have at your disposal to add value to your analysis and make your communication more effective.
Christopher Johnson
Wonderfully practical course, that has generated some inspiration for future dashboards.
Badhan Mazumder
Quite detailed course and gave some up to date idea of data visualization.
Jacob (Yaacov) Silber
This course goes into detail (but not tediously) about how to build incredibly simple yet beautiful dashboards, clearly illustrating the power of visual communication and concisely demonstrating the value of different visuals. The instructor goes through 3 full dashboards which include simple data representations to complex customer-made ones with easy-to-implement hacks and tricks. I loved this course and would highly recommend it!
Sonal Ahuja
Highly highly recommended course for anyone who wants to master data visualization!
Angel Turnbull Jr
The Dashboards & Data Visualization course contains so many useful real world recommendations and best practices. It's been the most beneficial course I've taken thus far in the FMVA program.
Muhammad Riad Hossain
Very useful for any presentation
David Eduardo Avalos Barrios
Powerful course! Precise, concise, I'd say is the best dashboard course I´ve ever taken.
Moses Kargbo
The course helps my data visualisation and presentation skill as soon as I complete it. Awesome! New feather added to my cap. Great course.
Yousef Abdel Aziz
One of the best courses and most useful One the best courses and most useful for me as an Auditor and Financial Analyst – brilliant
Ahmed Abdelaziz Abdelhakim
One of the best courses,this will help me in a lot of my works as doing financial analysis and reporting better.
Abdellatif A. E. Ibrahim
It is outstanding course and presentation, Thank you.
Vinodh Kumar Soundararajan
Arnaud Kindi
The course was well prepared and will help me in improving my presentation skills.
Mateo Lamnije
I found this course extremely clear and I believe valuable/useful having in mind that the business world is moving towards data visualization at a rapid pace. I feel a lot more familiar with graphs and I really enjoyed building them based on the practices of this course. It will definitely help me in my future career as a financial analyst.
Mark Morse
Needed for executive reports
Sreevatsan Sreenivasan BE, MBA., PMP
All the hard work of the financial model and analysis is reflected in the dashboards and how much it aids in the decision making and the overall picture it projects to the management. In that regard, this is a very useful course on how to build dashboards and how to make it appealing and would definitely help at work.
Diagi Stanley
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.
Mohammed A Wahig
Thanks, it was one of my best courses, fun and useful. I highly recommend it.
Abhinav Anand
Thank you
wissam Issa
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.
Marco Pelser
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.
Ashok Kumar Mishra
good course. My submission to include more advanced graphs and charts to make it more meaningful. Its fun learning
I Wayan Subagia
Deane Atuatika
This course was amazing and thoroughly enjoyed learning dashboards. This course is useful in my job!
Quang Dang
Hi, I'm loving the content. However, could you please make it so that I can select the quality that I want for all the videos. These videos are kinda short so the automatic selection can't identify if my internet speed is quick enough for 1080p and 360p is just too blurry, I can't even read the content on a 27in screen. Having to change the quality in every single video is a bit annoying. Please implement this in future updates if possible. Thanks,
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!
Esosa Ede-Obarogie
Could have been more interactive
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!
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!
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.
Delbert Adivnovak
Awesome tricks to customize charts and graphs! I really enjoy these CFI courses.
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?
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.
Saroj Kumar
Tim is a very good teacher as his explanations are so easy and understandable. Keep up the great work.
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).
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.
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.

Frequently Asked Questions

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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.


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FMVA Full Immersion
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FMVA Self Study
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