Wednesday, March 30, 2016

Presentation and Visualization Methods

Presentation and Visualization Methods


The era of today’s technology and corporate culture has a lot to deal in terms of the data that needs to be analyzed. In addition, time constraints are applicable on almost all the professionals. This calls for coming out of the conventional way of analyzing figures and numbers and stepping in for visual depictions that makes the interpretation of events easier and quicker. The specific visual, however may be good for some and otherwise for others. The intended audience and their requirements need to be paid attention to first. There exists a lot of effective presentation and visualization methods for various business vignettes such as telecom bills, insurance premiums, order summaries etc. Though almost every technique can be utilized to represent any of these, there exists special visuals that outweigh any others with respect to the appeal and easy comprehension by the audience who views it. Whereas bar charts may be sufficient to view the time trend of a particular quantity (ex: demand for a product), other visuals such as heat maps, scatter plots, dashboards are equally important in other domains of relevance.
We choose the following business vignettes to describe the variations of visuals that may be used to represent the relevant information to the intended audience.
·       Retail sales
·       Financial Services
·       Insurance

   For each of the vignettes mentioned above, the following content elaborates upon the requirements expected out of each of them followed by the recommendations on best visuals and sample depictions.

1.    Retail Sales:


The audience for viewing reports on retail sales varies by size of the organization as well as role of the people in respect to the organizational hierarchy. Big organizations’ management desires a global report with a granularity of region/continent level. People lower in the hierarchy need it to be more granular in terms of both timeline and regional breakup. The sample chart depicts the markdown in terms of store and product category at a specific regional level. The report further highlights the absolute pound amount on right hand side. Along with the bar charts, outliers are highlighted in the charts that reflect on aggregate measures, ones that may be of interest to the management in the organization.

2.    Financial Services:



The financial organizations such as stock exchanges, bullion exchange need to analyze the data from a multitude of angles. Whereas some may like to monitor stock prices of a company over time, others might want to explore the trend in overall market index. Currency monitoring is another facet where major currencies of the world are monitored on price relative to US dollar amount. The sample cited above uses line graph to monitor the currency prices over time. The report also has a zoom-in feature to dig into granularity of hours and minutes in a day. Scatter plot depicted on the right depicts the trend relative to the percentage volatility in a currency for a particular period of time. This kind of report is routinely used in institutions such as stock broking firms, equity banking firms etc.

3.    Insurance:



The management in automotive insurance companies are interested in improvising the probability model upon which they charge premium on various products offered. On these lines, they often wish to analyze time series data of the number of accidents happening on a yearly basis compared to the premium they charge in a particular year. They are also interested in monitoring the claim ratio of the vehicles involved in order to offer competitive premium charges to future customers. The sample cited depicts the number of accidents and claim ratio in a bar chart format with plotting lines depicting the other two variables. Such a model suffices in easy comprehension of the data over the years which in some way also helps analyze performance of the company.

The above mentioned depictions and explanations are brief overviews on types of visuals and presentations desired by different kinds of organizations and stakeholders. They are not exhaustive and highlight the features that are relevant to the samples that have been cited along with them.

References:

1 comment:

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