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Transform raw data into insightful visualisations and easy-to-read reporting with our lunch and learn series of 30 minute webinars, presented by John Tennent, Corporate Edge.
Bringing financial reports alive in Excel with Visualisation
In this opening session, we’ll explore the journey from raw data to actionable insights. We’ll discuss the critical role of visualisation in financial reporting and demonstrate that you don’t need specialised tools like Power BI or Tableau to create compelling visuals. We will guide you through creating various charts, graphs, and infographics directly with Excel.
First broadcast on 13 September 2024
Webinar resources
- Webinar recording
- PDF of slides (to be added shortly)
Please be aware that this webinar has closed captions enabled. In order to enable this feature, please click on the “CC” icon at the bottom of your screen. Please note that the transcript is automatically generated and errors may occur.
Charting and reporting monthly results
Learn how to effectively present monthly reporting using charts. We’ll cover best practices for choosing the right chart type (such as line charts, bar charts, or area charts) to convey your data clearly. You’ll discover how to customise axes, labels, and legends for maximum impact.
Date of webinar: 11 October 2024
Waterfall Charts: bridging budget to actual
Dive into the world of waterfall charts - a powerful tool for understanding the factors behind budget-to-actual differences. We’ll inspect the components of these charts and explore how to interpret the “steps” in the waterfall. By the end of this session, you’ll be able to visualise the impact of various factors on your financial performance.
Date of webinar: 15 November 2024
Speedometers: tracking year-to-date expectations
Speedometers (or gauge charts) are excellent for tracking progress toward goals. Learn how to set up speedometers in Excel, customise their appearance, and use them to report on year-to-date achievements. We’ll discuss optimal ranges, needle placement, and visual cues.
Date of webinar: 12 December 2024
Building the report: design and narrative
The final piece of the design. Discover how to create a cohesive financial report. We’ll cover how to incorporate narrative using Text Boxes, ensuring that your report remains readable even when column widths change, or cells wrap. We’ll also explore overall design principles, colour schemes, and the use of legends to enhance clarity.
Date of webinar: 9 January 2025
