Data Visualization & Storytelling with Numbers

Transcription

1 Data Visualization & Storytelling with Numbers Financial Planning & Analysis 2015 Client Conference

2 About the Presenters John Horner Partner, Business Intelligence John has more than 15 years of experience in data warehouse and business intelligence implementations for a variety of industries including Retail & Distribution, Consumer Product Goods, Hi-Tech, Manufacturing, Professional Services and Utilities. He has expert knowledge of the business intelligence marketplace, having implemented solutions incorporating QlikView, SAP BusinessObjects, Cognos and Microsoft SQL Server BI.

3 About the Presenters Tom Aarts Sales Representative, Business Intelligence, Consulting Tom brings over 27 years of technology related sales and consulting experience in ERP, CRM and BI/Data Warehousing. He has managed and implemented JDEdwards and PeopleSoft ERP and Siebel CRM implementations and most recently worked for 8 years as a Senior Solutions Architect at Qlik across their Enterprise, Commercial and OEM teams. Tom holds a number of technical certifications in Qlik, Microsoft, Oracle, PeopleSoft and JDEdwards software. He also helped write the QlikView and Qlik Sense technical developer certification exams.

4 Learning Objectives Why visualizations? Combine numbers and visualizations Improve communication through storytelling Where can I go to learn more?

5 Presentation Outline Introduction to traditional reporting (tabular numeric reporting) The impact of visualizations Effective communication using visualizations and storytelling Question & Answer

6 Traditional Reporting 2015 Client Conference

7 Early Reporting - Greenbar Reports

8 Basic Tabular Reporting

9 Financial Reporting

10 Financial Reporting with Color (for emphasis)

11 The Impact of Visualizations 2015 Client Conference

12 Does your data tell a story? Infographic created by undergraduate students of W.E.B. Du Bois made for an exhibit at the 1900 Exposition Universelle in Paris.

13 Does your data tell a story? Here s a brilliantly simple but powerful war time poster that dates back to 1917.

14 Does your data tell a story? London Tube Map

15 Effective Communication Using Visualizations and Storytelling 2015 Client Conference

16 Matching Stories to Data Infographic visualizations can be categorized into 5 distinct areas: Illustrative Proportional Timeline Map/Geographic List

17 Illustrative: Good for simple visuals and quick facts. Land use for an agricultural company

18 Proportional: Visuals that are relatable on a human level. This graphic depicts the area of public parks in proportion to these city centers.

19 Timeline: Visualizing the history of something. The history of video game consoles over time.

20 Map: Applying data to maps. This is a visual display of chain pizza restaurants in the USA.

21 What if there is no story in my data? 10 Years of Fund Flows highlighting the recession/crash of 2008.

22 Business Example: Sales vs Margin / Sales vs. Budget - Tabular Reports

23 Business Example: Sales vs. Margin / Sales vs. Budget Scatter Plot Visualizations

24 Business Example: Creating a Story with the Visualizations We are losing customers on the low selling products.

25 Tips on Visualizing Data Sketch out your idea on paper before digital artworking begins, you could save yourself/a co-worker a heap of time! Work out what your killer fact is what is the main purpose of the infographic? Validate your data and make sure your sources are credible Optimize the scope of your data and keep it interesting not too much and not too little Present as beautifully as possible design is key!

26 What have we learned? Wrap-up and review primary takeaway messages 2015 Client Conference

27 Conclusion Why visualizations? Combine numbers and visualizations Improve communication through storytelling Where can I go to learn more?

28 What Questions Do You Have?

29 John Horner phone: Tom Aarts phone: Client Conference

30 COMING UP NEXT: Refreshment Break Sponsored by ReadSoft by Lexmark 2015 Client Conference