FinancialViz Category: Rank

This makeover is a recent visual I worked on and is similar to the “Top 5 / Bottom 5” visuals I see in my FinancialViz training courses. In this video I show you how to make the message clearer and it is done only using Excel, what you are already using. If you want to… Continue reading FinancialViz makeover: Make a Top 5 / Bottom 5 bar chart communicate clearly

You’ve analyzed the income and expenses and need to communicate important findings to the executives or Board. If you want to focus on the largest revenue segment (product, geographic region, etc. ) or expense item, watch this video to learn how to use a bar chart with color focus to show the data and direct… Continue reading Presenting the income or P&L statement: How to highlight the largest revenue segment or expense item

Use an All Others category when showing ranked data to focus on the most important categories

When showing ranked values with a related data series, use gridlines to help the audience relate the values

The correct use of a pie chart is to show one segment compared to the whole; Use bar charts for ranked values