Tim Vipond – CFI Education – Dashboards & Data Visualization

Description

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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:

1. 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.  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

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

Thank you for choosing us! We’re so happy that you feel comfortable enough with us to forward your business here.