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:
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)
Dashboards & Data Visualization
Get Started
Level 2
Approx 6h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
- Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
- Career Prep Business intelligence analyst, data scientist, data visualization specialist
- Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
- Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills
What our students say
As a Financial Analyst is really necessary to visualize your results as clear as possible, this course give you great tools for that duty.
Raul De Gracia Saraceni
good for building dashboards
Mariano Ruiz de Chavez Macias
I have recently completed several finance courses through Corporate Finance Institute (CFI), and I highly recommend their educational programs. Unlike many online courses that tend to focus on theoretical concepts, CFI takes a much more practical and hands-on approach that has proven extremely valuable in my day-to-day work. The courses cover all the key fundamentals across topics like financial modeling, valuation, budgeting, and analysis using real-world examples and Excel templates that provide a tangible learning experience. Throughout the curriculum, the emphasis is on developing core financial skills that can be directly applied in business settings. For instance, in the financial modeling courses, you build actual models based on company financial statements. This kind of real-world simulation sticks with you much more than just learning concepts. I also appreciate that CFI’s courses are self-paced and accessible online. The web-based format fits flexibly within my schedule, allowing me to review materials and complete assignments after work or on weekends. The courses are also priced reasonably, especially given the high quality of instruction.
Gil Martin Manalo IV
data visualization isnt my best skill and this highlighted many tools in excel I either didn't know about or didn't use to their potential!
