Self-Study On-Demand


2.5 CPE Credits

Data Visualization & Dashboards - The Basics 2025-26

Self-Study On-Demand
2.5 CPE Credits

Learning Objectives

• Determine the most effective chart types and dashboard structures to clearly communicate key messages to a defined audience.
• Identifycommon mistakes and poor practices in data visualization that reduce clarity or credibility.
• Recognize design principles and best practices
• such as use of color, white space, and accessibility
• that enhance the impact and professionalism of dashboards.

Major Topics

• Define the purpose and audience for your visualization.
• Select the appropriate visual to tell the story or communicate the message.
• Focus attention on the key message using data viz best practices.
• Design professional and accessible visuals and dashboards to build trust.
• Create meaningful dashboards that tell stories and inspire decision-making.
• Identify examples of bad data visualization and dashboarding.

CPE Credits Available

2.5 CPE Credits
2.5
Finance

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

None

Advanced Preparation

Attendees should have a basic understanding of accounting fundamentals and Excel.

Provider

CalCPA California Society of CPAs

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