FP&A Professional Dashboard Visualizations & Analysis | FPAP Certification Course

All the hard work in your financial model comes down to this: telling a clear, compelling story with your data visualizations. In this final course preview of our FP&A series, learn how to build a dynamic executive dashboard that turns your complex model into an effective decision-making tool.

Join Duncan McKean to construct the final dashboard output of the financial model. You'll build dynamic charts to visualize performance across key categories like Revenue and Cash Balance, and learn critical Excel best practices, including why you must use 'Center Across Selection' instead of merging cells.

In this lesson, you’ll learn how to:
✅ Build a dynamic dashboard to visualize key FP&A metrics
✅ Create charts that automatically update from "forecast" to "actuals"
✅ Structure data tables specifically for advanced graphing and visualization
✅ Use IF and SUMIFS functions to create dynamic dashboard controls
✅ Master "Center Across Selection" as a best practice alternative to merging
✅ Link and aggregate data for monthly, quarterly, and annual visualizations

This capstone course teaches you how to translate detailed financial data into powerful dashboard visualizations, ensuring your analysis resonates with key stakeholders and drives informed business decisions.

Explore the full Dashboard Visualizations course ➡️ https://cfi.to/uiBDX

Topics Covered:
🔷 Executive Dashboard Design for FP&A
🔷 Dynamic Data Visualization (Actuals vs. Forecast)
🔷 Visualizing Revenue, Cash, and Profit Margins
🔷 The "Center Across Selection" Formatting Trick
🔷 Structuring Data Tables to Feed a Dashboard
🔷 Using Formulas to Control Visualization Behavior

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