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FinancialViz Message-based Dataviz Chooser
Overview
Video Introduction (8:02)
How to use this DataViz Chooser
Headlines: How to get clear on your message
Video: Writing a headline (10:09)
Summary of Writing a headline
Video: Four places to find headlines in your existing slides (2:45)
Link: Article on four places to find the headline in your existing slide
Video: Headline template for results of analysis (1:09)
Link: Article explaining the headline template for analysis
Visuals to show a Trend
Introduction
Message: Showing the trend in one data series over time
Message: Showing the trend in actual results and predicted future results
Message: Calling out specific values in a trend
Message: Highlighting one or more time periods within a trend
Message: Trend where changes happen at a specific date and remain constant between time periods
Message: The trend in multiple data series
Message: Showing the trend in multiple series side by side instead of overlapping
Message: Comparing trends in data series measured in different units (ie. number of products sold, dollar value, number of employees, number of employers, etc.)
Message: Showing the difference between two trends
Visuals to Compare Values to a Standard
Introduction
Message: Compare all values in a data series to a single standard
Message: Compare only one value in the data series to a standard
Message: Compare one value to two standards
Message: Comparing ranked values to a standard
Message: Comparing each value to the standard that applies to that value
Message: Compare one or more values to a standard that is a range
Message: Compare a trend to a standard
Visuals to Compare Values to Each Other
Introduction
Message: Comparing values in one data series
Message: Comparing multiple characteristics of the same items or areas
Message: Comparing the values in one segment of a total while showing the total of all segments for each category
Message: Show change in values between two points in time
Message: Compare values that are different by an order of magnitude or more
Message: Compare values that are subsets of each other and may differ by an order of magnitude
Message: Comparing values that represent individual items or people
Message: Showing the difference between values (ie. compare this year and last year/budget)
Message: Splitting total values to compare the components individually
Message: Compare two or three related data series (ie. actual to budget/last year)
Visuals to Show the Contribution of Segments
Introduction
Message: Showing the different segments that add to a total value
Message: Showing breakdown of the total into different segments
Message: Showing calculation of a net result from positive and negative segments
Message: Comparing components of a total to values in a previous time period
Message: Showing budget and variance values that add to a total
Message: Showing breakeven analysis with initial investment, additional revenue, and additional operating costs
Message: Showing the components that explain the difference between a starting value and an ending value
Visuals to Show Ranked Values
Introduction
Message: Ranking values where all values are part of the message
Message: Ranking values where the top one or few values are most important
Message: Ranking values where one value (not the top) is most important
Message: Ranking values with many small values that are not the focus of the message
Message: Showing two or more related data series where one is ranked
Message: Showing ranked order at different points in time
Visuals to Show the Portion of a Total
Introduction
Message: Focus is on one segment compared to the whole
Message: Focus is a combination of segments compared to the whole
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Message: Compare values that are subsets of each other and may differ by an order of magnitude
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