Data Visualization & Dashboards – The Basics

Name: Data Visualization & Dashboards - The Basics
Availability: InStock
Rating: 5.00 (15 reviews)

Learn the importance of data visualization and how you can use it to communicate messages faster and more effectively. Example:

Learn how to select the right charts, visuals, and level of detail
Focus attention on the key messages in your visuals
Create action-oriented dashboards with a specific purpose

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Corporate Finance Institute

Data Visualization & Dashboards – The Basics

Overview

Data Visualizations & Dashboards – The Basics Overview

Data Visualization is a powerful skill that can help you transform a meaningless table of numbers into a clear, action-driven message. To deliver our message with absolute clarity, we must consider who we are presenting to, what types of charts we use, how we draw attention to key messages, and how we combine charts into dashboards.

Data Visualization is part science and part art, from understanding why our brains process color more quickly than a table of numbers, to making use of white space and keeping visuals on brand. There are many facets to this exciting field. Mastering them will help you deliver exceptional visuals that deliver clear messages and build your credibility.

Who should take this course?

Financial Analysts working in Excel who need to regularly present outputs from models. Any analysts with an interest in Business Intelligence, modern data skills, and pursuing skills like Excel, Power BI, and Tableau.

Data Visualization & Dashboards - The Basics Learning Objectives

Define the purpose and audience for your visualization
Select the appropriate visual to tell the story or communicate the message
Focus attention on the key message using data viz best practices
Design professional and accessible visuals and dashboards to build trust
Create meaningful dashboards that tell stories and inspire decision-making
Identify examples of bad data visualization and dashboarding

Prerequisite Skills

Recommended skills to have before taking this course.

Basic data analysis

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.

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

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

Great Overview

This was a great overview of Data Visualization. Lots of great tips to level up your ability to communicate findings from your analysis.

Jon Augelli, PE, CMA

Great overview and Explanation on Making Visual Dashboards

Very well presented RELEVANT, USEFUL, SUCCINT info and well-presented and explained.

Angelica Stewart

Certified in Data Visualization & Dashboards 100 from CFI

This course has equipped me with essential skills to create impactful visualizations and interactive dashboards. Looking forward to applying these skills in my work!

Muhammad Zubair

A must to understand how to deliver messages

Excellent explanation on usage of types of graphs to deliver the right message in presentations/dashboards

Francisco Jose Garcia Soria

Data Visualization - Simplified Concepts

Data Visualization course is a good starting point for someone who wants to jumps into the world of data visualization. This courses explains data visualization concepts in very simple language.

Kailas Kasar

Comprehensive Finance Education and Certification

As a professional trainer for Accounting and Finance in Saudi Arabia, I understand the immense effort you have put into creating such engaging content to disseminate financial knowledge and sharpen the understanding of finance professionals. Thank you to the entire team at the Corporate Finance Institute (CFI) for your invaluable contributions.

Taleb Aldris

Recoommended

It grasps majority of important concepts about data visualization.

Dao Tran

10

I highly recommend to take this course before starting Power Pivot, Power BI or Tableau courses.

Maximiliano De Magistra

Vast Number of Relevant Subjects to Explore

The course work is informational, concise, and easy to follow. The instructors are engaging and knowledgeable.

Tara Savage

Excellent

SImple to follow walk through of both principles of dashboards as well as practical examples of chart types and when to use them

Helen Wright

Wonderful course content and explanation

The courses are really great since the learning is not complex or difficult.

RHYTHMI ROSA S

Data visualisation

It is key in presentation of data.

Mathias Ngwese Ekane

Perfect

Thank you for the training — great visualization solutions.

Igor Gurevich

Brevity is Key

The Course was concise and easily understandable.

Samuel AKANDE

great introductio to visualisation

covered all concepts important when designing visuals

Valentina Popovska

Frequently Asked Questions

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

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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.

Data Visualization & Dashboards – The Basics

Data Visualizations & Dashboards – The Basics Overview

Who should take this course?

Data Visualization & Dashboards - The Basics Learning Objectives

What You'll Learn

Getting Started

Purpose & Context

Choosing the Right Visuals

Design & Focusing Attention

Dashboarding

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Business Essentials Certificate

Financial Planning & Analysis Professional

Excel Skills for Professionals

What Our Members Say

Jon Augelli, PE, CMA

Angelica Stewart

Muhammad Zubair

Francisco Jose Garcia Soria

Kailas Kasar

Taleb Aldris

Dao Tran

Maximiliano De Magistra

Tara Savage

Helen Wright

RHYTHMI ROSA S

Mathias Ngwese Ekane

Igor Gurevich

Samuel AKANDE

Valentina Popovska

Frequently Asked Questions