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What's New at CFI | Excel Data Visualization & Dashboards

FinPod · 2025-12-09 · 19 min

Episode notes

Excel Data Visualization & Dashboards: Turn Raw Data into Executive-Ready Stories Excel is the foundational tool for analysis, but simply having data isn't enough; you need to tell the story behind the numbers. In this episode of What's New at CFI on FinPod, CEO Tim Vipond introduces the new Excel Data Visualization and Dashboards course. Learn how to transform raw data into clean, clear, and powerful visuals that drive business decisions, no matter your industry. This course is a masterclass in building executive-ready dashboards from scratch, making it essential for FP&A, Marketing, Operations, and all analytical roles. This episode covers: The Power of Excel: Why Excel remains the ultimate "blank canvas" for visualization and the foundational skill set for tools like Power BI or Tableau. Mastering the Visual Toolkit: Learn to build and use advanced charts like Waterfall Charts (for variance analysis), Combo Charts (for margin vs. revenue), Sparklines, and Football Field Charts (for valuation ranges). End-to-End Dashboard Creation: Gain the confidence to plan, set up, and build complete, beautiful dashboards that are clearly sectioned, titled, and formatted for maximum impact.

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