The ONLY 7 Charts You Need as a Finance Pro (2025 Tutorial)

Master the 7 charts every finance professional needs and learn how to design them beautifully in Excel so your insights land. Whether you're in Financial Planning and Analysis, a CFO, or a finance business partner, this is your toolkit storytelling techniques for clarity.

In this video you’ll discover:
• Which chart to use and when (Bar/Column, Line, Pie, Scatter, Gauge, Bullet, Waterfall)
• The data types each needs (actual vs budget, trend over time, composition, correlation, KPI, goal-vs-target, drivers)
• The pros & cons of each chart so you avoid the wrong one at the wrong time
• Design best-practices in Excel — decluttered visuals, company-colours, curve lines, minimal slices, colour-blind-friendly palettes, no unnecessary connectors or noise.
• FP&A-specific examples (monthly revenue vs budget, margin driver waterfall, actuals vs forecast KPIs) so you can apply them immediately.

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📌 Keywords: finance charts, FP&A visuals, financial storytelling, Excel chart tutorial, budget vs actuals chart, waterfall chart finance, KPI dashboard design

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