[Free Excel sample files]Visualizing Financial Metrics - EBOOK VBA EXCEL

EBOOK VBA EXCEL

EVBA.info ( Ebook VBA Excel ) Welcome EVBA.info - Nothing Is Unable ... About Excel Tricks, Learning VBA Programming, Dedicated Software, Free Courses, Living Skills ...

Search This Blog

Monday, November 4, 2019

[Free Excel sample files]Visualizing Financial Metrics

I am really sorry for the delay in compiling the results for this contest. Originally I planned to announce them during last week of July. But my move to New Zealand disrupted the workflow. I know the contestants have poured in a lot of time & effort in creating these fabulous workbook and it is unfair on my part. I am sorry and I will manage future contests better.
visualizing-financial-metrics

How to read this post?

This is a fairly large post. If you are reading this in email or news-reader, it may not look properly. 
  1. Each entry is shown in a box with the contestant’s name on top. Entries are shown in alphabetical order of contestant’s name.
  2. You can see a snapshot of the entry and more thumbnails below.
  3. The thumb-nails are click-able, so that you can enlarge and see the details.
  4. You can download the contest entry workbook, see & play with the files.
  5. You can read my comments & suggestions for improvements at the bottom.
  6. At the bottom of this post, you can find a list of key charting & dashboard design techniques. Go thru them to learn how to create similar reports at work.

Thank you

Thank you very much for all the participants in this contest. I have thoroughly enjoyed exploring your work & learned a lot from them. I am sure you had fun creating these too.
So go ahead and enjoy the entries.

Dashboard by Abhay

Dashboard by Abhay - snapshot
More snapshots (click to enlarge):
Dashboard by Abhay -snapshot1Interactive dashboard -snapshot2Download Workbook
Comments:
  • Interactive dashboard
  • Dynamic, can add years and companies. Built with Power Query.
  • Simple and easy to read layout
  • Can add % changes for top & bottom companies
Slicers, Timelines Power Query

Interactive Chart by Akongnwi

Interactive Chart by Akongnwi - snapshot
More snapshots (click to enlarge):
Interactive Chart by Akongnwi -snapshot1Dynamic pivot chart -snapshot2Download Workbook
Comments:
  • Dynamic pivot chart
  • Could have used regular line chart. Smoothed chart creates wrong impression.

Interactive Chart by Alex

Interactive Chart by Alex - snapshot
More snapshots (click to enlarge):
Interactive Chart by Alex -snapshot1Interesting layout and execution -snapshot2Download Workbook
Comments:
  • Interesting layout and execution
  • Allows various comparisons
  • Can add labels to the bars.
Form controls

Interactive Chart by Arnaud

Interactive Chart by Arnaud - snapshot
More snapshots (click to enlarge):
Interactive Chart by Arnaud -snapshot1Interesting layout and story telling -snapshot2Download Workbook
Comments:
  • Interesting layout and story telling
  • Allows various comparisons
  • Can be a bit hard to understand as there are few labels
  • Could have added another set of bubbles (or just labels) to compare previous year’s values
Form controls

Dashboard by Chandeep

Dashboard by Chandeep - snapshot
More snapshots (click to enlarge):
Dashboard by Chandeep -snapshot1Awesome design and analysis -snapshot2Offers additional metrics and comparisons -snapshot3 -snapshot4Download Workbook
Comments:
  • Awesome design and analysis
  • Offers additional metrics and comparisons
    Slicers Conditional formatting

    Interactive Chart by Chirayu

    Interactive Chart by Chirayu - snapshot
    More snapshots (click to enlarge):
    Interactive Chart by Chirayu -snapshot1Interactive chart to analyze financial performance YoY -snapshot2Download Workbook
    Comments:
    • Interactive chart to analyze financial performance YoY
    • Simple and easy to read
      Thermometer charts Form controls

      Dashboard by Edouard

      Dashboard by Edouard - snapshot
      More snapshots (click to enlarge):
      Dashboard by Edouard -snapshot1Interactive dashboard with lots of comparison options -snapshot2Download Workbook
      Comments:
      • Interactive dashboard with lots of comparison options
      • Very cool line chart with relative performance
      • Could have re-arranged to fit on one screen. Feels too long.
      Form controls Indexed charts

      Chart by Edwin

      Chart by Edwin - snapshot
      More snapshots (click to enlarge):
      Chart by Edwin -snapshot1Download Workbook
      Comments:
      • Very interesting normalized chart
      • Can be hard to read. Could have added explanation.

      Interactive Chart by Elchin

      Interactive Chart by Elchin - snapshot
      More snapshots (click to enlarge):
      Interactive Chart by Elchin -snapshot1Interactive charts -snapshot2Download Workbook
      Comments:
      • Interactive charts
      • Simple and easy to read
      • Could have removed the filtering buttons from pivot chart
      Slicers

      Chart by Emlyn

      Chart by Emlyn - snapshot
      More snapshots (click to enlarge):
      Chart by Emlyn -snapshot1Multiple charts to visualize various trends -snapshot2Simple and easy to read -snapshot3Download Workbook
      Comments:
      • Multiple charts to visualize various trends
      • Simple and easy to read
      • Can add some insights (% changes etc.)
      Panel Charts

      Interactive Chart by Erik

      Interactive Chart by Erik - snapshot
      More snapshots (click to enlarge):
      Interactive Chart by Erik -snapshot1Interactive dashboard -snapshot2Download Workbook
      Comments:
      • Interactive dashboard
      • VBA driven, allows multiple selections & comparisons
      • Few errors and alignment issues
      • Can add commentary on what metrics / companies are important.
      Slicers

      Chart by Gareth

      Chart by Gareth - snapshot
      More snapshots (click to enlarge):
      Chart by Gareth -snapshot1Download Workbook
      Comments:
      • Simple and easy to read panel chart
      • Could have highlighted trends that are important
      Panel Charts

      Chart by Gerard

      Chart by Gerard - snapshot
      More snapshots (click to enlarge):
      Chart by Gerard -snapshot1Download Workbook
      Comments:
      • An elegant presentation of profit vs expenses data
      • Very good colors and easy to read
      • Could have added ability to sort by latest figures for a selected metric. This can expose key trends easily.
      Panel Charts

      Chart by Marcel

      Chart by Marcel - snapshot
      More snapshots (click to enlarge):
      Chart by Marcel -snapshot1Download Workbook
      Comments:
      • An interesting panel chart to analyze yearly trends and comparisons
      • Somewhat hard to read, could have used left aligned bars.
      Panel Charts

      Chart by MF Wong

      Chart by MF Wong - snapshot
      More snapshots (click to enlarge):
      Chart by MF Wong -snapshot1Download Workbook
      Comments:
      • Elegant panel chart with profit vs. costs view.
      • Very interesting column chart (container chart?)
        Panel Charts Conditional formatting

        Interactive Chart by Michael

        Interactive Chart by Michael - snapshot
        More snapshots (click to enlarge):
        Interactive Chart by Michael -snapshot1Panel chart with YoY and company comparisons -snapshot2Download Workbook
        Comments:
        • Panel chart with YoY and company comparisons
        • Slicers to mix and match values you want to analyze
        • Could have used lines instead of columns, this way fewer colors can be used.
        Panel Charts Slicers

        Chart by Miguel

        Chart by Miguel - snapshot
        More snapshots (click to enlarge):
        Chart by Miguel -snapshot1Download Workbook
        Comments:
        • A panel / combination chart to see all trends in one place
        • Could have used a form control to toggle between indexed vs. regular values. This will make the chart easier to read.
        Panel Charts Indexed charts

        Interactive Chart by Nanna

        Interactive Chart by Nanna - snapshot
        More snapshots (click to enlarge):
        Interactive Chart by Nanna -snapshot1Dynamic dashboard with profit vs. costs view -snapshot2Download Workbook
        Comments:
        • Dynamic dashboard with profit vs. costs view
        • View by company or metric
        • Time is shown on vertical axis. This makes comparisons / trend analysis hard.

        Chart by Pawel

        Chart by Pawel - snapshot
        More snapshots (click to enlarge):
        Chart by Pawel -snapshot1Download Workbook
        Comments:
        • A simple and elegant indexed panel chart to view all trends in one place
        • Nice colors and design. We can call it sperm chart 😉
        • Faint but visible vertical grid lines could make reading easier.
        Panel Charts Indexed charts

        Interactive Chart by Peter

        Interactive Chart by Peter - snapshot
        More snapshots (click to enlarge):
        Interactive Chart by Peter -snapshot1A pivot chart with slicers to toggle measures and companies -snapshot2Download Workbook
        Comments:
        • A pivot chart with slicers to toggle measures and companies
        • Could have added color legend and made the labels shorter
        Slicers

        Infographic by Pinank

        Infographic by Pinank - snapshot
        More snapshots (click to enlarge):
        Infographic by Pinank -snapshot1Download Workbook
        Comments:
        • Nice infographic style report in Excel.
        • Interesting use of icons to represent costs

          Interactive Chart by Ronny

          Interactive Chart by Ronny - snapshot
          More snapshots (click to enlarge):
          Interactive Chart by Ronny -snapshot1Download Workbook
          Comments:
          • A pivot chart with slicers to pick measures
          • Adding values across companies is not a good idea
          Slicers

          Chart by Salim

          Chart by Salim - snapshot
          More snapshots (click to enlarge):
          Chart by Salim -snapshot1Download Workbook
          Comments:
          • Charts made with Power View
          • Can be filtered using PV filters
          • Should have added views to see only one year value. Selecting year just highlights the values.

          Chart by Shivraj

          Chart by Shivraj - snapshot
          More snapshots (click to enlarge):
          Chart by Shivraj -snapshot1Download Workbook
          Comments:
          • An interesting panel chart with stacked columns to view yearly trends by all measures
          • Simple colors and easy to read
          • Since all the numbers add up 100 anyway, visualizing trends becomes hard. Should have used a slicer / form control to show one measure at a time.
          Panel Charts

          Dashboard by Simayan

          Dashboard by Simayan - snapshot
          More snapshots (click to enlarge):
          Dashboard by Simayan -snapshot1A dashboard to understanding yearly trends -snapshot2Download Workbook
          Comments:
          • A dashboard to understanding yearly trends
          • Slicers to focus on any individual year.
          • 3D pie charts are tricky to read. Should have used a stacked bar chart.
          • Some of the labels are redundant.
          Panel Charts Slicers

          Chart by Sudhir

          Chart by Sudhir - snapshot
          More snapshots (click to enlarge):
          Chart by Sudhir -snapshot1Download Workbook
          Comments:
          • A simple line chart to understand yearly trends
          • The tiles to show low cost / high profit companies is interesting.
          • Could have used standard chart colors in Excel 2010. They offer better contrast.
          Panel Charts

          Interactive Chart by Thomas

          Interactive Chart by Thomas - snapshot
          More snapshots (click to enlarge):
          Interactive Chart by Thomas -snapshot1A set of dynamic charts, each offering trends or comparisons based on user input. -snapshot2Download Workbook
          Comments:
          • A set of dynamic charts, each offering trends or comparisons based on user input.
          • Lots of comparisons and variations possible
          • Years on vertical axis can be tricky to read. Should have used another type of chart.
          Dynamic charts Data validation Min Max Charts

          Interactive Chart by Vishesh

          Interactive Chart by Vishesh - snapshot
          More snapshots (click to enlarge):
          Interactive Chart by Vishesh -snapshot1Download Workbook
          Comments:
          • A dynamic chart with cost breakup by year
          • The data table above is redundant.
          Dynamic charts

          Interactive Chart by William

          Interactive Chart by William - snapshot
          More snapshots (click to enlarge):
          Interactive Chart by William -snapshot1A dynamic chart with lots of comparisons and analysis. -snapshot2Download Workbook
          Comments:
          • A dynamic chart with lots of comparisons and analysis.
          • Feels a bit buggy. The picture links are not updating on slicer selection.
          Picture links Dynamic charts Slicers

          Chart by Yuhanna

          Chart by Yuhanna - snapshot
          More snapshots (click to enlarge):
          Chart by Yuhanna -snapshot1Simple XY charts with yearly trends and variance analysis -snapshot2Download Workbook
          Comments:
          • Simple XY charts with yearly trends and variance analysis
          • A bit harder to read as lots of dots overlap. Should have added an option to highlight one company at a time.
          Panel Charts
          📤You download App EVBA.info installed directly on the latest phone here : https://www.evba.info/p/app-evbainfo-setting-for-your-phone.html?m=1

          No comments:

          Post a Comment