FinancialViz Category: Contribution of Segments

Visualizing Net Income from Inflows and Outflows; Issue #443 July 9 2019

Via Twitter I came across an interesting visual created by Nadieh Bremer to show the inflows and outflows that resulted in the Net income for an organization in their annual report. Here is the visual, used with Nadieh’s permission from her article. Here are some of the things I really like about it. It visually… Continue reading Visualizing Net Income from Inflows and Outflows; Issue #443 July 9 2019

Showing component and total variance to budget; Slide Makeover #94

To explain the overall variance to the budget, we often look at the variances in each area. Too often the budget and variance amounts are shown in a table that the audience must interpret. This makeover demonstrates how you can use a steps to a total graph to show how each budgeted amount and variance… Continue reading Showing component and total variance to budget; Slide Makeover #94

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

Presenting the income or P&L statement: Show how revenue less expenses results in net income

You’ve analyzed the income and expenses and need to communicate important findings to the executives or Board. If you want to show how the revenue and expenses lead to the net income for the time period, this video shows how to use a waterfall graph to allow the viewers to quickly walk through the components… Continue reading Presenting the income or P&L statement: Show how revenue less expenses results in net income

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

Presenting the income or P&L statement: Show components that make up the total expenses

You’ve analyzed the income and expenses and need to communicate important findings to the executives or Board. If you want to show the components that make up the total expenses for the time period, this video shows how to use a steps to a total bar chart to allow the viewers to quickly see which… Continue reading Presenting the income or P&L statement: Show components that make up the total expenses

Comparing Revenue components to previous year; Slide Makeover #91

Use a “steps to a total” graph instead of a spreadsheet to explain the components of total revenue

Showing breakeven analysis; Slide Makeover #89

Show the breakeven analysis on an investment visually instead of a spreadsheet or table of numbers.

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

Showing the components that add up to a total; Slide Makeover #87

Use a Steps to a Total graph to visually show components instead of a spreadsheet.

Makeover Monday Challenge February 15 2016

Compare the same measurement categories across different groups visually

Small multiples makeover April 8, 2015

Compare multiple data series across multiple categories using small multiple bar graphs

Shifting breakdown of segments totalling 100%; Slide Makeover #80

Use a diverging stacked bar chart to make the changes in two groups of segments easier for the audience to understand