Description
Tim Vipond – CFI Education – Dashboards & Data Visualization download, Tim Vipond – CFI Education – Dashboards & Data Visualization review, Tim Vipond – CFI Education – Dashboards & Data Visualization free
Tim Vipond – CFI Education – Dashboards & Data Visualization
Dashboards & 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
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:
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. Â 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)
What you’ll learn
Introduction
Course introduction
Objectives
Downloadable files
Storytelling with data
Data visualization
Bad vs good visuals
Interactive exercise 1
Context
Objectives
Know your audience
Tailor your message
The main idea
Storyboarding
Interactive exercise 2
Visuals
Objectives
Text, tables and heatmap
Line chart
Scatter plot
Column and bar charts
Combination charts
Tornado chart
Waterfall chart
Gauge and bullet charts
Interactive exercise 3
What not to do
Visual exercise
Visual exercise – solution and demonstration
Focusing Attention
Focusing attention objectives
Pre-attentive attributes
Examples of pre-attentive attributes
Color
Enclosure
Shape and positioning
Other attributes
Interactive exercise 4
Focusing attention exercise
Focusing attention exercise – solution and demonstration Draft
Design Principles
Objectives
Guides
Accessibility
Color Blindness
Aesthetics
Interactive exercise 5
Dashboard #1
Objectives
Downloadable files
Why use dashboards
Executive decision making
Dashboard making process
Interactive exercise 6
Page orientation and print area
Making sections
Two-series line chart
Area chart
Column and marker chart
Gauge charts – data setup
Gauge charts – doughnut
Gauge charts – pie
Creating multiple gauge charts
Dashboard #1 final product
Dashboard #2
Dashboard #2 preview
Downloadable files
Page layout and heading
Stacked column chart
Setting up for actual vs forecast
Combo – stacked column and line chart
Waterfall chart
Stacked area chart
Five-year performance summary table
Sparklines
Conditional formatting for variance analysis
P&L summary and balance sheet summary
Dashboard #2 final product
Dashboard #3
Dashboard #3 preview
Downloadable files
Net earnings waterfall
Combo – cash flow and cash balance
Bullet charts preview
Creating bullet chart
Formatting bullet charts
Setting up data tables for bullet charts
Dashboard #3 final product
Excel vs BI Dashboard Tools
Conclusion
Summary
Qualified Assessment
Qualified assessment
