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Corporate Finance Institute

Excel Data Visualization and Dashboards

via Corporate Finance Institute

Overview

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Excel Data Visualization and Dashboards Course Overview

Effective dashboards turn raw data into actionable insights, making them an essential tool for finance and business professionals. In this course, you’ll learn how to build clean, professional dashboards in Excel from the ground up. Through step-by-step instruction, you’ll create two complete dashboards using charts, tables, sparklines, variance analysis, and advanced formatting. By the end, you’ll be equipped to design visuals that not only look polished but also highlight the most important financial insights for decision-making. Excel Data Visualization and Dashboards Learning Objectives  Upon successful completion of this course, learners will be able to: Build fully functional dashboards in Excel using charts, tables, and financial data Apply visualization best practices to create clear and professional outputs Use sparklines, variance analysis, and conditional formatting to highlight insights Present revenue, profit, and valuation trends with charts such as the waterfall chart, area chart, and football field chart Design dashboards that communicate key takeaways for clients, executives, or stakeholders Who should take this course? This course is designed for finance, accounting, and business professionals who want to strengthen their data visualization skills in Excel. It is especially valuable for those pursuing careers as financial analysts, business analysts, or investment professionals who need to communicate insights effectively.

Syllabus

  • Introduction
  • Getting Started
  • Building and Formatting Charts (Dashboard 1)
  • Tables and Analysis (Dashboard 1)
  • Reviewing Dashboard 1
  • Building Dashboard 2
  • Reviewing Dashboard 2
  • Course Summary
  • Qualified Assessment

Taught by

Tim Vipond

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4.9 rating at Corporate Finance Institute based on 943 ratings

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