Certificate in Visual Analytics (i2VSA) - Workshop 2018

My Offerings


For REP’s, Member staff and Group (3+) registrations, complete & email registration form to cpd.malaysia@cpaaustralia.com.au

Download brochure & registration form


Simon Lindley

The course incorporates pre-course learning and preparation followed by two-day face to face training in a highly participative workshop. The focus is on typical real-life challenges in information analysis and presentation.  

Pre-course learning

  • Reading material - “data dump” versus information for decision making
  • Problems with current reporting 
  • Identifying a report/ dashboard to re-work post-course (potential project)

Face to face training
 Day 1

  • “Data dump” reporting versus information for decision making - recap and case study
  • Visual techniques for providing focus for action, new insights into data and for measuring and comparing performance
  • Common techniques and mistakes to avoid   
  • Mini case studies in applying the visual techniques learnt on the course
  • Dashboards - why they are useful,  level and amount of information to include (one page and drill down), structure to show the big picture and tell the stories in the data
  • Case study in dashboard design - developing a board level dashboard for a multi business organisation with financial and non financial information

Day 2

  • Review/ finalise and debrief on case study in dashboard design
  • Creating the advanced charting techniques and building mini case study solutions in Excel
  • How to successfully introduce new tools and techniques into the organisation
  • How to complete the post course project and attain certification
  • Share examples of past participant dashboards

Optional post-course project work (required for certification)

  • Create a dashboard design to replace,  or as a “front end” to, a current reporting pack 
  • Demonstrate understanding and application of key techniques and lessons learnt from the course
  • Compare “before” and “after” approaches, explaining benefits achieved 


The objectives of this course are to:

  • Provide participants with the capability to transform their organisation’s decision making through visual analytics and dashboards
  • Better position participants to adapt to the changing role of finance and the increasing importance of business and visual analytics
  • Provide participants with visual analytics and dashboard skills that can significantly improve their potential in their  current role and future career.


  • Finance and non-finance staff who want to present/ commission information and dashboards for analysis and decision making
  • Particularly relevant to those who need to produce financial and non-financial information for board level/ senior stakeholders who have limited time and broad information requirements
  • Anyone who wants to contribute to management information/ Business Intelligence (BI) / dashboard projects within their organisation (whether using specialist BI/ systems software or Excel) 



2 days