Excel Data Visualization and Dashboards (On-Demand - CFI)
Former Title: Dashboards & Data Visualization
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.
Access expires 180 days from purchase date |
Applicable for
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
Content
Course Content Created: July 2017
Course Content Updated: October 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Excel Data Visualization and Dashboards (On-Demand - CFI)
Former Title: Dashboards & Data Visualization
- 3
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
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.
Access expires 180 days from purchase date |
Applicable for
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
Content
Course Content Created: July 2017
Course Content Updated: October 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.