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Financial Data Storytelling & Executive Reporting in Excel · LearnSpace
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Financial Data Storytelling & Executive Reporting in Excel

Курс от Coursera
Продвинутый≈ 14.3 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Financial Data Storytelling and Executive Reporting is the pinnacle of financial communication skills, teaching you to transform intricate financial models into clear, compelling narratives that drive strategic decision-making. This course goes beyond number-crunching, focusing on how to translate complex financial analysis into powerful visual stories that resonate with executives, investors, and key stakeholders. You'll master the art of building dynamic dashboards that distill complex financial information into intuitive, impactful visualizations. Learn the Situation-Complication-Resolution (SCR) narrative framework to structure financial presentations that capture attention and drive understanding. The course integrates cutting-edge Generative AI techniques to accelerate chart creation and narrative drafting, while emphasizing the critical importance of human verification and strategic insight. Practical sessions will teach you to create executive-level reports that not only present data but also tell a compelling financial story. You'll develop skills to highlight key insights, explain complex financial trends, and communicate strategic recommendations with clarity and precision. Who this is for: Financial analysts, senior finance professionals, business strategists, and executives who need to communicate complex financial information effectively. Strong financial modeling and Excel skills recommended.

Навыки, которые вы освоите

Data StorytellingBusiness ReportingPresentationsData PresentationData VisualizationDashboard CreationMicrosoft ExcelInteractive Data VisualizationFinancial ModelingGenerative AIStrategic CommunicationData Visualization SoftwareReport WritingStorytellingFinancial DataDashboardResponsible AITechnical CommunicationFinancial ReportingData Ethics

Программа курса

6 модулей · 67 учебных материалов

01Dynamic Dashboards: Report and Visualize Data16 материалов
Why Static Reports FailDIALOGUEFrom Raw Data to Interactive InsightsВидеоThe Anatomy of an Excel DashboardЧтениеBuild Your First PivotTable and SlicerВидео

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Professionals from the Industry

Преподаватель курса

Financial Data Storytelling & Executive Reporting in Excel
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 14.3 ч

6 модулей

Язык: Английский

Субтитры: Арабский, Французский, Итальянский, Бразильский португальский, Корейский, Немецкий, Пушту, Испанский, Дари, Японский

Часть программы вашего университета
Best Practices for Structuring DataЧтение
Hands-On Learning: Construct a Basic Interactive ReportЗадание
Knowledge Check: Dashboard MechanicsЗадание
Decoding Deception: How Visuals Can LieВидео
The High Cost of ClutterЧтение
Maximizing Your Data-Ink RatioВидео
Critique a Cluttered DashboardDIALOGUE
Declutter and Refine Your VisualsВидео
A Checklist for Effective Dashboard DesignЧтение
Hands-On Learning: Redesign for ClarityЗадание
Design Rescue ScenarioЗадание
Build and Optimize a Sales DashboardЗадание
02Present Financial Models: Storyboard to Success12 материалов
Why Models Fail to PersuadeDIALOGUEThe SCR Framework: Structuring Your NarrativeЧтениеDeconstructing a Winning Pitch: The Spotify StoryВидеоHow to Storyboard an M&A Pitch in 10 MinutesВидеоHands-On Learning: Storyboard Your NarrativeЗаданиеKnowledge check: The Art of NarrativeЗаданиеVisuals Matter: Lessons from Spotify’s Direct ListingВидеоAnatomy of a Winning Pitch DeckЧтениеBuilding a Revenue Bridge: A Step-by-Step TutorialВидеоHands-On Learning: Build a Revenue Bridge ChartЗаданиеAnticipating Stakeholder QuestionsDIALOGUECraft and Deliver the Complete Pitch PackageЗадание
03Visualize and Evaluate Financial Performance Reports16 материалов
The 60-Second CEO ChallengeDIALOGUEDeconstructing Tesla's Delivery ReportВидеоPrinciples of Effective Data Visualization from The EconomistЧтениеHow to Build a One-Page Management SnapshotВидеоHands-On Learning: Draft Your Visual ReportЗаданиеKnowledge Check: Design Principles CheckЗаданиеWhy You Aren't Your Audience: The Curse of KnowledgeВидеоThe 5-Second Test: A Protocol for Evaluating ClarityЧтениеHow to Conduct a Rapid-Interpretation TestВидеоHands-On Learning: Conduct a Readability AuditЗаданиеInterpreting Your Test ResultsDIALOGUEKnowledge Check: Test for clarityЗаданиеWhy Small Tweaks Make a Big Difference: The Netflix ExampleВидеоA Framework for Refining VisualsЧтениеCoached Revision: Brainstorming Your Design ChangesDIALOGUEThe Performance Report Package & Readability AuditЗадание
04Present Compelling Data Stories with Excel14 материалов
Beyond the NumbersDIALOGUEFrom Apple to Tesla: Data Visualization in ActionВидеоThe Storytelling Engine: Turning Data into Business ActionЧтениеBuild a Dynamic Waterfall Chart in ExcelВидеоA Practical Guide to High-Impact VisualsЧтениеHands-On Learning: Build a Financial Storyboard from Revenue to Net IncomeЗаданиеKnowledge Check: Chart Selection and Design PrinciplesЗаданиеWhen Data Fails: Lessons from Target Canada's CollapseВидеоA Framework for Effective Peer FeedbackЧтениеLead a Peer Feedback SessionВидеоRefining Your Story with an AI CoachDIALOGUEHands-On Learning: Analyzing and Prioritizing Peer FeedbackЗаданиеNavigating Conflicting FeedbackЗаданиеPresent Your Compelling Data StoryЗадание
05GenAI: Generative Tools for Reporting and Narrative (Overview and Hands-On)6 материалов
Why Generative AI Is a Game‑Changer for Financial ReportingЧтениеExploring AI Assistants for Reporting and NarrativeDIALOGUEPrompt‑Engineering for Charts and NarrativesЧтениеEthics Checkpoint – Fabricated InsightsDIALOGUECreate a Portfolio‑Ready Dashboard and Narrative Using Generative AIЗаданиеResponsible AI Reporting ReflectionЗадание
06Executive Dashboard and Storytelling Deliverable3 материалов
Why This Project Matters: Executive Dashboard for Clear DecisionsЧтениеYour Project Blueprint: Requirements and EvaluationЧтениеProject: Executive Dashboards: From Data Feed to Strategic StorytellingЗадание