FinancialViz Makeover: Comparing multiple characteristics; Issue #435 March 19 2019

The latest FinancialViz makeover video I posted illustrates a situation we can often find ourselves in. We are comparing items to each other and we want to show multiple characteristics of the items to make our point. In this example from the November 2018 issue of the Globe and Mail Report on Business magazine, the…

Presenting the Balance Sheet: Visually show Assets (or Liabilities) with YoY change

Today you will learn a great visual to use when presenting Assets or Liabilities from the Balance Sheet. Too often Balance Sheet presentations to executives or the Board are filled with spreadsheets. In my surveys of audiences they tell me that large tables of numbers are confusing and overwhelming. Our audiences want meaningful visuals instead…

Presenting financial analysis: Show trends in data series measured in different units

You’ve analyzed the past data and need to communicate important findings to the executives or Board. If you want to show how the trends in different measurements compare to each other even though they are measured in different units, this video shows how to use an index line graph to allow the viewers to quickly…