Summary
Keywords
Full Transcript
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss the final components of financial modeling and the FP&A model. Duncan shares how dashboards and data visualization techniques can transform traditional financial analysis into compelling stories. Learn the importance of effectively presenting data using colorful visualizations and dynamic charts that capture trends, highlight insights, and aid decision-making. Find out how purposeful errors in Excel can help toggle graph features and gain valuable tips on making your models user-friendly and efficient. Tune in for a deep dive into financial planning and analysis and take your skills to the next level! Chapters: 00:00 - Intro to What's New at CFI 00:23 - FP&A Model, Dashboards & Visualizations 02:32 - Excel Error Trick for Graphs 04:05 - Bar vs. Pie Charts in Financial Models 07:39 - Dynamic Charts and Graphs in Excel 08:32 - Future FP&A Course Topics 10:28 - Closing Remarks Enlist in our full FP&A Professional Dashboard Visualizations & Analysis course: https://corporatefinanceinstitute.com/course/fpa-professional-dashboard-visualizations-analysis/ #CorporateFinance #DataVisualization #FinancialModeling #FinanceTraining #DashboardDesign
