Corporate Finance Institute – Dashboards and Data Visualization

Description of Dashboards and Data Visualization

Financial models are essentially decision-making tools. This course demonstrates how best to present information to decision-makers.

• Use whitespace to effectively illustrate data
• Learn how to build a narrative using visuals
• Design great-looking charts, including line charts, column charts, and more

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.

What You’ll Learn In Dashboards and Data Visualization?

• 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

Who should take Dashboards and Data Visualization 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.