Part 08: Top Ten Recommendations

1 Messages

Top Ten 01 - Message

Top Ten 01 – Message

Reports and presentations have messages. Present them at the top of each slide or report page.

 

2 Titles

Top Ten 02 - Titles

Top Ten 02 – Titles

Titles identify pages, charts, and tables. Name the organizational unit, the measures, time periods and scenarios.

 

3 Time & structure

Top Ten 03 - Time and Structure

Top Ten 03 – Time and Structure

Time and structure are the most important analysis types. Arrange time series horizontally and structural comparisons vertically.

4 MECE

Top Ten 04 - MECE

Top Ten 04 – MECE

Well-structured content is mandatory for understanding. Choose Mutually Exclusive and Collectively Exhaustive (MECE) subsets.

5 Charts

Top Ten 05- Charts

Top Ten 05- Charts

Charts are key for perception. Prefer columns, bars, and lines to pies and gauges.

 

6 Labels

Top Ten 06- Labels

Top Ten 06- Labels

Labels name data. Integrate labels for data series and values in charts. Try to avoid value axes and grid lines.

 

7 Scenarios

Top Ten 07 - Scenarios

Top Ten 07 – Scenarios

Scenarios represent the data categories to be compared. Use standard notations for ‘Actual’ ‘Plan’, ‘Previous year’, and ‘Forecast’.

8 Variances

Top Ten 08 - Variances

Top Ten 08 – Variances

Variances are differences between scenarios. Use pins for relative variances. Unify colors for good and bad variances.

 

9 Scaling

Top Ten 09 - Scaling

Top Ten 09 – Scaling

Comparisons require consistent scaling. Don’t cut axes. Use the same scale for the same units. Add scaling indicators if necessary.

10 Highlighting

Top Ten 10 - Highlighting

Top Ten 10 – Highlighting

Highlighting accelerates comprehension. Use unified indicators such as ellipses, trend arrows, and difference markers.

 

About Tobias Riedner
Tobias Riedner foundet WYCDWD.com in 2015. He works and worked as innovator, consultant, analyst and educator in the fields of business intelligence and data warehousing. He learned a lot from the best consultants, managers und educators in the past and shares his knowledge worldwide. He works for a steady growing traditional company which is a leader in industry 4.0.