Recommended Prerequisite

You are expected to have either completed the stated prerequisite course or possess the equivalent knowledge prior to enroling 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


From $847.00
CFI Full Immersion Bundle & FMVA® Certification
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From $497.00
CFI Self-Study Bundle & FMVA® Certification
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Path to Certification

Prerequisite Courses

5 courses from beginner to intermediate level.


Core Courses

9 courses from beginner to intermediate level.


Elective Courses

Take 3 out of 9 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 (12 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

Zahid Sameer
The most needed course!
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
Good stuff
Could have been more interactive
Andriana Ndaihera
Wonderful learning experience!!
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
Favourite core course.
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!
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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.


From $847.00
CFI Full Immersion Bundle & FMVA® Certification
Buy Now
From $497.00
CFI Self-Study Bundle & FMVA® Certification
Buy Now