Reports and presentations have messages. Present them at the top of each slide or report page.
Titles identify pages, charts, and tables. Name the organizational unit, the measures, time periods and scenarios.
3 Time & structure
Time and structure are the most important analysis types. Arrange time series horizontally and structural comparisons vertically.
Well-structured content is mandatory for understanding. Choose Mutually Exclusive and Collectively Exhaustive (MECE) subsets.
Charts are key for perception. Prefer columns, bars, and lines to pies and gauges.
Labels name data. Integrate labels for data series and values in charts. Try to avoid value axes and grid lines.
Scenarios represent the data categories to be compared. Use standard notations for ‘Actual’ ‘Plan’, ‘Previous year’, and ‘Forecast’.
Variances are differences between scenarios. Use pins for relative variances. Unify colors for good and bad variances.
Comparisons require consistent scaling. Don’t cut axes. Use the same scale for the same units. Add scaling indicators if necessary.
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.