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 demonstrates how you can use a diverging bar chart with explanations to show… Continue reading Comparing actual to budget with explanations; Slide Makeover #95

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)

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

Diverging bar chart to show difference between actual and budget and last year from article at https://www.thinkoutsidetheslide.com/showing-difference-between-this-year-and-last-year-budget-slide-makeover-93/

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 expect the audience to… Continue reading Showing difference between this year and last year/budget; Slide Makeover #93

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 category and how they add to the total expense… Continue reading Presenting the income or P&L statement: Show Budget and variance walk of expense categories

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)

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 are always… Continue reading SWD Challenge September 2018

FinancialViz Makeover: Comparing common elements using color and position

This makeover shows how using color and position helps the audience compare common elements in two categories or data series.

FinancialViz Makeover: Putting comparisons side-by-side

FinancialViz: Comparing Revenue & Profit in lines of business

This makeover shows a way to compare the revenue and profit from multiple lines of business

Another option for diverging bar charts; Issue #400 October 17, 2017

Use a diverging bar chart to compare two data series that are related

Replace stacked column graphs; Issue #393 July 11, 2017

Focus the audience on the comparison of the values in the important segments in a stacked column graph

Focusing the message for variance analysis; Slide Makeover #86

Focus your message with a visual that highlights important variances

Order data to support your message; Issue #378 December 6, 2016

When comparing values, make sure the order supports the message

Showing performance compared to past and budget; Slide Makeover #85

Use a multiple-width overlapping column graph to compare current performance to past and expected performance

Show the difference; Issue #366 June 21, 2016

When the difference in values is the message, just show the difference, not the values

Showing a range of values; Slide Makeover #81

Use a trick in a stacked bar chart in Excel or PowerPoint to create a graph that visually shows the range of values.