Self-Study: FP&A Modeling Pt.7 - Dashboard Visualizations

Overview

CFI’s — FP&A Modeling Pt.7 — Dashboard Visualizations — course will help you understand how to configure FP&A data to visualize on a dashboard. We will also review some Excel skills used to create rich charts and graphs.

Highlights

• Prepare FP&A financial model data to present it in rich and compelling graphs for a dashboard.
• Use Excel formulas and intended errors to control which line items appear on the graphs and charts.
• Present monthly, quarterly, and annual data for actuals and forecasts and compare these to a budget forecast.

Prerequisites

Although not required, it is recommended to take the sections of this eight-part series in order.

Objectives

• Restructure FP&A data from a financial model to prepare it for graphing and visualization.
• Use specific types of errors in Excel to purposely make various lines not appear on a graph in Excel.
• Format exhibits to show monthly, quarterly, and annual data for actuals and forecasts against the budget.

Preparation

Attendees should have a basic understanding of accounting fundamentals and financial reporting.