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Certificate in Financial Data Storytelling and Dashboarding

Develop effective financial communication skills through compelling narratives, clear visualisations and insightful dashboards

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Why Choose This Course

The Certificate in Financial Data Storytelling and Dashboarding training course enables finance professionals to transform complex financial data into clear narratives and actionable visual outputs. It addresses the complete workflow, from structuring financial stories to selecting suitable visualisations. Delegates also learn to build interactive financial dashboards using Excel, Power BI and Tableau.

Practical work develops capability in advanced charting, KPI visualisation, dashboard interactivity and automated data integration through Power Query and APIs. The course concludes with delegates creating a financial dashboard from a real dataset, presenting actionable insights and receiving structured feedback. Application exercises feature throughout, enabling delegates to develop their skills through active practice rather than observation alone.

This Certificate in Financial Data Storytelling and Dashboarding training course will highlight:
  • Structuring clear and compelling financial stories
  • Selecting appropriate visualisations for financial data
  • Creating advanced charts and KPI visualisations
  • Building interactive dashboards in Excel, Power BI and Tableau
  • Automating data integration using Power Query and APIs
  • Developing a financial dashboard from real data and presenting actionable insights
Why Choose Certificate in Financial Data Storytelling and Dashboarding
Course Goals

What are the Goals?

The Certificate in Financial Data Storytelling and Dashboarding course equips delegates with end-to-end capabilities in financial narrative creation, data visualisation, and dashboard development — progressing from foundational principles to automation and live delivery.

Upon completing this course, delegates will be able to:

  • Organise financial data narratives — Create persuasive stories from financial data that align with defined audiences and communication goals.
  • Use data visualisation principles — Choose suitable charts and visuals for financial information while maintaining clarity throughout presentations.
  • Display KPIs and financial metrics — Communicate ratios, performance indicators, and financial outcomes using advanced charting methods in Excel and other tools.
  • Create financial dashboards — Develop interactive, dynamic dashboards in Excel, Power BI, and Tableau to monitor and convey financial performance.
  • Automate data integration — Employ Power Query and APIs to automate data feeds and consolidate multiple sources for comprehensive dashboard insights.
  • Deliver impactful presentations — Follow best practices for management and client presentations, effectively using dashboards to provide actionable financial insights.
  • Undertake a real project — Develop and present a financial dashboard using a provided dataset, integrating storytelling, interactivity, and refinement based on feedback.

Who is this Training Course for?

This Certificate in Financial Data Storytelling and Dashboarding training course is designed for:

  • Financial Analysts
  • Management Accountants
  • Financial Planning and Analysis Professionals
  • Finance Business Partners
  • Business Intelligence Analysts
  • Financial Reporting Specialists
  • Management Reporting Analysts
  • Data Visualisation Specialists
  • Finance Managers
  • Dashboard Developers
Learning Approach

How will this Training Course be Presented?

The Certificate in Financial Data Storytelling and Dashboarding course combines structured teaching, practical application activities, and a concluding hands-on project — enabling delegates to develop genuine, transferable capabilities throughout each phase of the financial data storytelling and dashboarding process.

Course delivery methods include:

  • Instructor-Led Sessions — Expert facilitators take delegates through data storytelling concepts, visualisation methods, dashboard design, and automation in a clear and progressively structured order.
  • Practical Application Exercises — Each stage of the course incorporates hands-on activities, sequentially addressing storytelling, visualisation, dashboard creation, and advanced automation.
  • Tool-Based Workshops — During the course, delegates use Excel, Power BI, and Tableau directly to create charts and dashboards and establish automated data integrations.
  • Final Project and Presentation — Using a supplied dataset, delegates develop a financial dashboard, communicate actionable insights, and receive structured feedback on the dashboard and its narrative.
  • Peer Review and Feedback — Project review sessions provide delegates with structured input to improve their dashboards and presentations before the course concludes.

 

The Course Summary & Outline

  1. Day 1
    Introduction to Data Storytelling
  2. Day 2
    Data Visualization Techniques for Financial Professionals
  3. Day 3
    Introduction to Dashboarding
  4. Day 4
    Advanced Dashboarding and Automation
  5. Day 5
    Final Project and Presentation
Recognition

Certificate

Delegates who successfully complete the Certificate in Financial Data Storytelling and Dashboarding training course are awarded the Wallstreet Academy Certificate of Completion, recognising their achievement and commitment to professional development. Participants receive 25–30 credits, with the final allocation based on their verified attendance throughout the course.

Each Guided Learning Hour represents 60 minutes of attendance. Attendance is documented in line with the quality management principles of ISO 9001:2015, supporting accurate and consistent record-keeping.

Frequently Asked Questions

This course focuses on communicating financial information through data storytelling and dashboards. It connects financial data with clear, effective communication. The emphasis is on presenting financial insights in a way that supports understanding.
The course develops skills in financial communication, data storytelling, and dashboarding. It focuses on presenting financial information clearly and structuring it into meaningful narratives. These skills support more effective communication of financial insights.
Data storytelling is included to help organise financial information into a clear and coherent message. It connects the data presented in a dashboard with the insights that need to be communicated. This supports more effective explanation of financial information.
The course treats storytelling and dashboarding as complementary financial communication skills. Dashboarding structures and presents the financial data, while storytelling helps explain its meaning. Together, they support clearer communication of financial information.
You will learn about using storytelling and dashboarding to communicate financial data. The course focuses on turning financial information into clearer messages and visual presentations. It also develops effective financial communication skills.
The course improves financial communication by combining financial data with storytelling and dashboard-based presentation. It focuses on making financial information easier to interpret and communicate. The training is centred on clarity and effectiveness rather than financial analysis alone.
Dashboarding is a core part of the course’s approach to presenting financial data. It provides a structured way to display financial information and support the communication of key insights. The course links dashboarding directly with financial storytelling.

This course is designed for Financial Analysts, Management Accountants, Financial Planning and Analysis Professionals, Finance Business Partners, Business Intelligence Analysts and Financial Reporting Specialists. Delegates also learn to build interactive financial dashboards using Excel, Power BI and Tableau.

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