FP&A Modeling Pt.7 - Dashboard Visualizations (1.5 hours) - OnDemand Webcast

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.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!