Presenting Financial Data for Tidier Tables
Modern Annual Reports for Nonprofits: New Formats, New Tools https://www.meetup.com/net2van/events/245927386/ PRESENTERS - Intro - Stephanie Butler @writingquirky / REFBC What’s an annual report for? Who is your audience? Planning timeline - Sourcing Content - Chad Leaman @chadleaman /Neil Squire Society Turning blog posts into an annual report - Design on the Quick - Eli van der Giessen @elivdg / TechSoup How to use Adobe Spark. Example: https://www.youtube.com/watch?v=clWWtv0mFss - Better Ways to Present Financial Data - Andrea Robertson @Hypsypops / Hypsypops Slope graphs and tidier tables - Financial Statements - better reports and better dashboards - Dene Paquin @DenePaquin, Marketing Manager at Enkel Backoffice Solutions @Enkel_Biz ...plus more experts to be announced!
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Presenting Financial Data for Tidier Tables
- 2. Hi, I’m Andrea Robertson! • Ten years in science communication • Seven years in nonprofits • Hypsypops! Hypsypops rubicundus • California state marine fish
- 3. Presenting financial data Tidier tables
- 11. Just because you CAN graph something Doesn’t mean you SHOULD
- 13. Row charts
- 14. Area graphs
- 15. Telling your story 1. Choose your message – what are you trying to say? 2. Choose your emphasis – what about it are you saying? 3. Choose your graph – what’s the best way to show it?
- 16. Telling your story 1. Choose your message – what are you trying to say? 2. Choose your emphasis – what about it are you saying? 3. Choose your graph – what’s the best way to show it? Donations have steadily increased since 2010.
- 17. Telling your story 1. Choose your message – what are you trying to say? 2. Choose your emphasis – what about it are you saying? 3. Choose your graph – what’s the best way to show it? Donations have steadily increased since 2010.
- 18. Telling your story 1. Choose your message – what are you trying to say? 2. Choose your emphasis – what about it are you saying? 3. Choose your graph – what’s the best way to show it? Donations have steadily increased since 2010. • Trend over time • Multiple years of data
- 19. Telling your story Thanks to your support, donations have steadily increased since 2010.
- 20. Telling your story - 20,000 40,000 60,000 80,000 100,000 120,000 140,000 2010 2011 2012 2013 2014 2015 2016 2017 Thanks to your support, donations have steadily increased since 2010.
- 21. Telling your story - 20,000 40,000 60,000 80,000 100,000 120,000 140,000 2010 2011 2012 2013 2014 2015 2016 2017 Thanks to your support, donations have steadily increased since 2010.
- 22. Telling your story Thanks to your support, donations have steadily increased since 2010.
- 23. Thanks to your support, donations have steadily increased since 2010. $37,000 in 2010 $121,000 in 2017 Sparkline
- 24. Thanks to your support, donations have steadily increased since 2010. $37,000 in 2010 $121,000 in 2017
- 25. 432 donors contributed in 2017 Big ol’ number
- 26. Presenting financial data (Mostly) free resources
- 27. Tools! Static graphs • Microsoft Excel • Python, R • Adobe Creative Suite • Gimp, Pixlr, Inkscape, Affinity Designer Infographics • Canva • Piktocharts
- 28. Tools! Interactive maps • KnightLab StoryMap Interactive timelines • KnightLab Timeline Interactive graphs • Google Charts • Infogr.am, Datawrapper, ChartBlocks… • JavaScript: D3.js / DC.js
- 29. Resources! How-tos • Hypsypops www.hypsypops.com • Evergreen Data • (Google it?) Inspiration • The world! • D3js.org • New York Times, Washington Post • Pinterest, Dribbble