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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.



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

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What you'll learn

Lesson
Multimedia
Exams
Files
Conclusion
Qualified Assessment

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.

Financial Modeling & Valuation Analyst (FMVA)® Certification
Dashboards & Data Visualization is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.
  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development
Business Intelligence & Data Analyst (BIDA)® Certification
Dashboards & Data Visualization is part of the Business Intelligence & Data Analyst (BIDA)® certification, which includes 25 courses.
  • Skills Learned Data visualization, data warehousing and transformation, data modeling and analysis
  • Career Prep Business intelligence analyst, data scientist, data visualization specialist
Business Essentials Certificate
  • 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

Great practical experience
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

great experience
good for building dashboards

Mariano Ruiz de Chavez Macias

Learn By Doing CFI's Hands-On Finance Courses Deliver Real-World Skills
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!

Michael Rozans

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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