FinancialViz Examples sorted by date (most recent first)
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...
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...
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...
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
Showing future differences; Issue #433 February 19 2019
When we want to show the impact of a proposed change, one of the ways we can do it is to show a line graph of the current state and the proposed state with a shaded area between the two to emphasize the difference. This is much better than the default table of values...
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...
Comparing only one value to a standard; Issue #432 February 5 2019
When you want to compare values to a standard, such as comparing output in various production plants to the goal, a dashed line on a column graph is a good visual to use. The dashed line runs across the graph and it is easy to see if each column is above or below the...
Presenting financial analysis: Show trends in data series measured in different units
You’ve analyzed the past data and need to communicate important findings to the executives or Board. If you want to show how the trends in different measurements compare to each other even though they are measured in different units, this video shows how to use an...
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...
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...