Visualizing Financial Data

Your data provides a snapshot of the state of your business and is key to the success of your conversations, decisions, and communications. But all of that communication is lost — or incorrectly interpreted — without proper data visualizations that provide context and accurate representation of the numbers. In Visualizing Financial Data, authors Julie Rodriguez and Piotr Kaczmarek draw upon their understanding of information design and visual communication to show you how to turn your raw data into meaningful information. Coverage includes current conventions paired with innovative visualizations that cater to the unique requirements across financial domains, including investment management, financial accounting, regulatory reporting, sales, and marketing communications.

Presented as a series of case studies, this highly visual guide presents problems and solutions in the context of real-world scenarios. With over 250 visualizations, you’ll have access to relevant examples that serve as a starting point to your implementations.

• Expand the boundaries of data visualization conventions and learn new approaches to traditional charts and graphs

• Optimize data communications that cater to you and your audience

• Provide clarity to maximize understanding

• Solve data presentation problems using efficient visualization techniques

• Use the provided companion website to follow along with examples

The companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started.

Avainsanat: Visualizing Financial Data; Julie Rodriguez; Piotr Kaczmarek; financial data; data visualization; data communication; accurate data visualization; data visualization techniques; data visualization methods; data visualization tools; data visualization examples; data visualization tutorials; data visualization help; data visualization compliance; financial compliance; modern data visualization; data visualization conventions; data visualization for financial services; quantitative data communication; qualitative data communication; data communications best practices; customizable graphs; sample datasets; data visualization problems; corporate financial reporting; financial accounting; portfolio management; hedge fund management; pension fund management; mutual fund management; mutual fund reporting; pension fund reporting; hedge fund reporting; portfolio reporting; portfolio management; financial reporting