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Tips & Insights on Finance & AI

Three Secret Charts that will impress your boss

Published 2 months agoΒ β€’Β 2 min read

Hi Reader,

Did you know our brains react 60,000 times faster to pictures than text?

This is why you need to use visualizations, not just text, to convey insights effectively.

Until now, you might have only used the traditional charts.
However, Excel offers more than standard pie, column, and line charts.

Today, I'll reveal the secret charts I use to make a greater impact and amaze my audience.

Nicolas

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PowerPoint mastery is essential for finance professionals who want to secure their jobs and stay current.

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Mastering PowerPoint is something that helped me advance in my career.

This is why, I decided to work with Soufyan, one of the best experts on storytelling to share all our tips with you.

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Three Charts You Probably Don't Know

#1: Treemap Chart

What is a treemap?​
It helps visualizes parts of a whole by size and color. For example, you can see what are your sales by countries and use the same color by region.
​
​How to do it in Excel: Insert tab > Hierarchy chart > Treemap.
​​
Use Cases: Allocating resources, analyzing portfolio composition, or visualizing revenue streams.
​

#2: Scatter Plot

A scatter plot is used to illustrate the relationship between two numerical variables. It sounds really technical... but it isn't.
You use it every day when you want to understand if there is a relationship between two factors.
For example: if I increase my marketing budget, does it increase my sales?

​
​How to do it in Excel: Insert tab > Charts > Scatter.
​

Use Cases: Identifying correlations between financial variables or risk-return analysis
​

#3: Fill-up Chart

This chart is helpful for showing progress on completion. It's ideal for use in dashboards or PowerPoint presentations.

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​How to do it in Excel: Insert tab > Pie chart > Donut chart
​

Use Cases: Visualize project, goal, or survey progress

​

I am soon going to release a guide on the top 100 ways to visualize data.

Make sure to check out your email in the coming days to see when it's ready ;)

Nicolas

P.S. If you want to use AI to create your presentations, I have added my course as part of the bundle offer of this week. You can get it by just adding $1. The offer will end this Thursday!

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Tips & Insights on Finance & AI

by Nicolas Boucher

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