Creating 3 Dimensional Charts for an Effective Presentation
$
$
Case Example You have recently joined Company “Alpha Limited� as a Business Analyst. Your manager come to you on an evening and says that he wants you to present - The financial performance of a list of companies in the chemical industry, on a single slide for a client discussion the next morning. What can you do in the next few hours? How can you present the findings in an effective way?
Email: Support@skillfinlearning.com
Mobile: 9650010925
The work here would involve 4 steps
$$ Data collection
Email: Support@skillfinlearning.com
Data Analysis
Chart preparation
Mobile: 9650010925
$ $ Presentation
Data collection
Leverage following sources for data collection • • • •
Company Annual reports Investor presentations Analyst reports Other databases depending on the requirements(E.g. Bloomberg)
d
In the above example, we have collected revenues for year 2014 and 2019 and EBITDA (Earnings before interest tax depreciation and amortization) for year 2019 Email: Support@skillfinlearning.com
Mobile: 9650010925
Data Analysis
•
•
Calculate Compounded Annual Growth Rate or CAGR (%) for revenues to compare growth rate1
da
Calculate 2019 margins for margin comparison2
How can you present these findings in a most effective way? Email: Support@skillfinlearning.com
Mobile: 9650010925
Chart preparation (1/3) A Bubble chart is an extension of a scatter plot chart, where in addition to a scatter plot (2 dimensions represented by the x axis and y axis), the size of the bubble represents the 3 rd variable. In this example, we can show revenue growth on x-axis, EBITDA margin on y-axis and Size of bubble will represent the 2019 revenues (size) for the company.
•
•
In Excel, Click on data, Then Go to insert, Select Chart, then select XY (Scatter) under All charts, then Select 3D bubble chart and Click OK.
da
You get the bubble chart
Email: Support@skillfinlearning.com
Mobile: 9650010925
Chart preparation (2/3) Chart title
Gridlines
Format the bubble chart as per the requirement. • Remove gridlines • Remove chart title • Add data labels • Remove chart outline • Add Axis names (by inserting text boxes)
da
Data Labels
Y-Axis Title
Chart outline
X-Axis Title Email: Support@skillfinlearning.com
Mobile: 9650010925
Chart preparation (3/3)
Modify and format data labels • Click on data labels, Right click, Select – Format data labels, Select value from cells, Enter the name range (For Company A to J). • Deselect Y Value (as we do not need EBITDA margins as data labels). • Select Label Position to Center and Change the color of labels, if required.
Email: Support@skillfinlearning.com
da
Mobile: 9650010925
Presentation Large variance in performance across Companies - Copy and paste the chart from excel to power point document - Ensure that the power point slide is consistent with formatting of other slides - Give a clear and consistent message - Support your findings with call outs on the slide and form a lasting impression on the client
Email: Support@skillfinlearning.com
Margins driven by Segment X and Geography Y
da
Mobile: 9650010925
Growth driven by XYZ acquisition; Margins low because of Product K
THANK YOU
Email: Support@skillfinlearning.com
Mobile: 9650010925
Visit us: www.skillfinlearning.com Chat with us: +91 96500 10925 Email us: support@skillfinlearning.com