Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Effective dashboards transform raw data into actionable insights, making them an essential tool for finance and business professionals. In this course, learners will build two complete Excel dashboards from the ground up using charts, tables, sparklines, variance analysis, and advanced formatting. By the end of the course, learners will be able to design visually compelling dashboards that not only look polished but also highlight the most important financial insights for decision-making.
Key Takeaways
Upon 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 Will Benefit
This course is designed for finance, accounting, and business professionals who want to strengthen their data visualization skills in Excel.
Prerequisite(s)
A basic understanding of Excel is recommended.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Tim Vipond, is the CEO and Co-Founder of CFI Education. Prior to founding CFI he worked in investment banking, corporate development, strategy and financial planning & analysis (FP&A) at both public and private companies. Since 2005, Tim have been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion in value.