The Art of Visualizing Financial Data

Presented by:

Kyle Bohac, Nena Ballas, and Ryan Janoff

Product Consultants, Tableau Software

2008

Metric

Time

This is our bubble! This is

proof. Now we can prove it!

The chart was Paulsons

Rosetta stone, the key to

making sense of the entire
housing market.

- The Greatest Trade Ever

Roadmap for Today

How visualization can help
!

Dashboard best practices

!

Corporate finance in Tableau

!

Financial services in Tableau

This is not the How Tableau

Finance uses Tableau session

How Tableau Finance

Makes Cents of Data
September 10th,
5:00pm-6:00pm
- Mike Crook

How Tableau Finance

Makes Cents of Data
September 10th,
5:00pm-6:00pm
- Mike Crook

How Visualization Can Help

Dashboard Best Practices

The top left!

BAD DASHBOARD

GOOD DASHBOARD

Corporate Finance in Tableau

Logic Cohort Statements

Category

Sum(Amount)

Sales

110,000

Gross Profit

60,000

SG&A

10,000

Op Income

50,000

If [Category]=Gross Profit
Then [Amount]
Else Null
End

(Test a condition)

If [Category] = Gross Profit

(Result if the condition is true)

Then [Amount]

(Result if the condition is false)

Else Null

(End the expression)

End

Category

Sum(Amount)

Gross Profit

Sales

110,000

Null

Gross Profit

60,000

60,000

SG&A

10,000

Null

Op Income

50,000

Null

BAD DASHBOARD

GOOD DASHBOARD

Logic KPI Statements

Region

Sum(Sales)

West

40,000

Central

60,000

South

35,000

East

55,000

If Sum([Sales]) > 50,000

Then Above Budget
Else Below Budget
End

(Test a condition)

If Sum([Sales]) > 50,000

(Result if the condition is true)

Then Above Budget

(Result if the condition is false)

Else Below Budget

(End the expression)

End

Region

Sum(Sales)

Calculation

West

40,000

Below Budget

Central

60,000

Above Budget

South

35,000

Below Budget

East

55,000

Above Budget

Date Functions

Order Number Order Date

Ship Date

1/3/2012

1/10/2012

2/5/2012

2/15/2012

6/20/2012

6/28/2012

9/1/2012

9/10/2012

Datediff(day,
[Order Date],[Ship Date])

(Calculate the difference in days)

Datediff(day,

(Measure the difference from a start date...)

[Order Date],
(To an end date)

[Ship Date])

Order Number Order Date

Ship Date

Calculation

1/3/2012

1/10/2012

2/5/2012

2/15/2012

10

6/20/2012

6/28/2012

9/1/2012

9/10/2012

YTD Calculations

IF Datediff(year,
[Order Date],Today())=0
THEN [Operating Income]
END

(Test if the date value fell within this year)

IF Datediff(year,
[Order Date],Today())=0

(If true, return the measurement value)

THEN [Operating Income]

(Null all other values and end the statement)

END

Financial Services in Tableau

Vision trumps all other senses.

!

We have better recall for visual

information.

Hear a piece of information,

and three days later youll
remember 10% of it.

Add a picture and youll

remember 65%.

Additional Resources

CFO Dashboards Solutions Page

!

Drawing with Numbers Blog

!

Viz Wiz Blog

!

Workbooks on share drive

THANK
YOU