FinancialViz Category: Comparing Values

Comparing actual to budget with explanations; Slide Makeover #95

Comparing actual spending to budgeted spending is an important topic in many presentations. Too often the actual and budget amounts are shown in a table and the audience is expected to subtract large numbers in order to understand the difference. This makeover...

FinancialViz Makeover: Comparing multiple characteristics

This makeover shows how using bar charts beside each other makes it easier to compare multiple characteristics of the same items or areas. (this is a silent video and you can pause it to spend more time on any of the slides) https://youtu.be/X0-_RUN21P8

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...

Showing difference between this year and last year/budget; Slide Makeover #93

Visually show variances: This Year compared to Last Year and Budget To see how well we are doing this year, we compare this year’s results to last year’s results and to the budget we set at the start of the year. Too often we show a spreadsheet of the numbers and...

Presenting the income or P&L statement: Show Budget and variance walk of expense categories

You have looked at the difference between the actual and budget expenses in the different expense categories. You want to communicate the variances visually. This video shows how to use a steps to a total column graph to show the actual expenses and variance in each...

FinancialViz Makeover: Change in sectors over time

This makeover shows how using color and the right visual helps the audience compare the change in sectors between two time periods. (this is a silent video and you can pause it to spend more time on any of the slides) https://youtu.be/wOCBOUwZNPY

SWD Challenge September 2018

I think makeovers of slides or visuals is a great way to see what is possible in our own presentations. If we have never seen a visual used in a certain way before, we would never think of applying it to what we present. The makeovers that I use in my custom workshops...