Latest posts

 

Graph using Excel Data Bars; Issue #420 August 7, 2018

Most business professionals are familiar with creating graphs in Excel using the powerful built-in graph features. Today I want to show another feature of Excel that can be used to create a bar graph quickly in Excel. It has limitations but can be particularly useful...

Redefining the KPI acronym; Issue #419 July 24, 2018

In a presentation I did earlier this year at a number of regional Association for Financial Professionals (AFP) conferences I suggested that we redefine the acronym KPI. As organizations have started to measure more activities, they are deciding on which metrics...

“But they want ALL the data!”; Issue #418 July 10, 2018

Earlier this year a new record was set for the largest number of cells I have seen copied from an Excel spreadsheet onto a PowerPoint slide: 3,128 cells! I couldn’t make that up even if I tried! This beat the previous records of 2,100 and 1,975. When I share this in...

FinancialViz Comparing common elements; Issue #417 June 26, 2018

I recently posted a new FinancialViz makeover that illustrates a better way to compare common elements using color and position. The original visual was published in the May 2018 issue of the Globe and Mail ROB magazine and looked like this.​​​​​​​ One reason I...

How to select information for a Gantt chart; Issue #416 June 12, 2018

No matter what area of an organization you work in, you are likely involved in projects. They may be called initiatives or some other term, but they have a clear goal, specific deliverables, and tasks that need to be done to complete the project. You will have to...

Process/sequence diagrams with many steps; Issue #415 May 29, 2018

Sometimes you may have to discuss a process or sequence that has many steps. It is a good idea to show a process using a sequence diagram such as a shapes and arrow diagram. The challenge when you have many steps is fitting them all on the slide. Here is an example...

Launch of FinancialViz.com; Issue #414 May 15, 2018

Too often financial results or analysis are reported using spreadsheets or paragraphs of text. I have worked for a number of years helping professionals in finance, treasury, and other areas use visuals to effectively communicate important messages. Often the most...