Excel Data Visualization and Dashboards

Name: Excel Data Visualization and Dashboards
Availability: InStock
Rating: 4.86 (934 reviews)

Learn how to design professional, insightful dashboards in Excel that communicate key business insights clearly and effectively.

Build interactive dashboards from scratch using charts, tables, and formatting techniques
Apply advanced visualization tools like sparklines, conditional formatting, and waterfall charts
Present financial and business data with clarity to impress managers, clients, and stakeholders

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Corporate Finance Institute

Excel Data Visualization and Dashboards

Overview

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.

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel
Basic computer skills

What you'll learn

Lesson

Multimedia

Exams

Files

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

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

Excel Skills for Professionals

Skills You’ll Gain Excel, Data Preparation, Data Visualization
Great For Ideal for business professionals, analysts, and finance specialists who want to strengthen their Excel skills for modeling, data preparation, and reporting.

Learn More

What Our Members Say

Exciting

brilliant ideas on presentation skills

Farai Taurai

I witnessed BEAUTY in Excel!

It's so beautiful, neat, and informative. You'll love it.

Aiah Gbakima

AWESOME

INTERESTING AMD HIGHLY RECOMMENDED

Agwaniru Nzubechukwu

Great content

Great course preparation and presentation.

Erick Karani

Enjoyable Course

I enjoy every bit of the Course

Oluwatobi Aina

Beautiful insight

Will be back for a refresher

Taye Ologun

Very intensive, extensive and comprehensive.

Although with little knowledge on Excel, this very program has exposed me to the multiplicity of Excels and its functions far above what I ever thought. I thank God I have gone this far.

Abel Joshua Chinaza

Interesting

Very important course

Jones Kaliwo

BRILLIANT

DASHBOARD IS NOTHING BUT BRILLIANT

Laban Stephen

essential tips for a perfect summary

do well to take this course, it will add more flavour to your endeavor, especially those in finance and management even though to analysts

Ezenekwe James

Was tough, tiring and also fun at the same time.

Dashboard and data visualization is one of the key skills of a financial data analyst and I'm so happy to be part of this learning process. we do hard things

Uchenna Christian Nwabunwanne

good content

I guess the answers to question 3 in final assessment was not right

Muhammad Ammar

Amazing. New knowledge!

New learnings useful for work.

Ian Lemuel dela Cruz

Wonderful !!!

Staying focused and consistent saw me through.

Holiness Ihedinma Onyemaechi

Greater tutors and excellent content.

Simon Mutua Mutie

Good content

the content is great

Caleb Entsie Okyere

Wow

Dta You ave to visualise data

Jacquelane Gacheri

amazing!

if you are not on board you are missing out!

paidamoyo mundondo

Powerful

It's good to learn this course

David Asare

Awesome

Interesting and highly recommended

Esther Ejike

Amazing

It was an interesting and amazing course.

Nelly Naimasia

It is also good moment learning this course.

Trust me it is interesting creating those designs.

Habila David

great

great course and presentation

Mary John

Amazing course

The Visuals are great

Penzi Hanzooma

Challenged

I was not very familiar with this course but after going through, i have been challenged and learn so many important things.

Tamara Gunde

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Excel Data Visualization and Dashboards

Excel Data Visualization and Dashboards Course Overview

Excel Data Visualization and Dashboards Learning Objectives

Who should take this course?

Excel Data Visualization and Dashboards

What you'll learn

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

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Financial Planning & Analysis Professional

Excel Skills for Professionals

What Our Members Say

Farai Taurai

Aiah Gbakima

Agwaniru Nzubechukwu

Erick Karani

Oluwatobi Aina

Taye Ologun

Abel Joshua Chinaza

Jones Kaliwo

Laban Stephen

Ezenekwe James

Uchenna Christian Nwabunwanne

Muhammad Ammar

Ian Lemuel dela Cruz

Holiness Ihedinma Onyemaechi

Simon Mutua Mutie

Caleb Entsie Okyere

Jacquelane Gacheri

paidamoyo mundondo

David Asare

Esther Ejike

Nelly Naimasia

Habila David

Mary John

Penzi Hanzooma

Tamara Gunde

Frequently Asked Questions