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Presenting Financial Data for Tidier Tables

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 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!

Published in: Design
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Presenting Financial Data for Tidier Tables

  1. 1. Hi, I’m Andrea Robertson! • Ten years in science communication • Seven years in nonprofits • Hypsypops! Hypsypops rubicundus • California state marine fish
  2. 2. Presenting financial data Tidier tables
  3. 3. Left-align text Right-align numbers
  4. 4. Presenting financial data Visualizing data
  5. 5. Just because you CAN graph something Doesn’t mean you SHOULD
  6. 6. Row charts
  7. 7. Area graphs
  8. 8. 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?
  9. 9. 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.
  10. 10. 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.
  11. 11. 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
  12. 12. Telling your story Thanks to your support, donations have steadily increased since 2010.
  13. 13. 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.
  14. 14. 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.
  15. 15. Telling your story Thanks to your support, donations have steadily increased since 2010.
  16. 16. Thanks to your support, donations have steadily increased since 2010. $37,000 in 2010 $121,000 in 2017 Sparkline
  17. 17. Thanks to your support, donations have steadily increased since 2010. $37,000 in 2010 $121,000 in 2017
  18. 18. 432 donors contributed in 2017 Big ol’ number
  19. 19. Presenting financial data (Mostly) free resources
  20. 20. Tools! Static graphs • Microsoft Excel • Python, R • Adobe Creative Suite • Gimp, Pixlr, Inkscape, Affinity Designer Infographics • Canva • Piktocharts
  21. 21. Tools! Interactive maps • KnightLab StoryMap Interactive timelines • KnightLab Timeline Interactive graphs • Google Charts • Infogr.am, Datawrapper, ChartBlocks… • JavaScript: D3.js / DC.js
  22. 22. Resources! How-tos • Hypsypops www.hypsypops.com • Evergreen Data • (Google it?) Inspiration • The world! • D3js.org • New York Times, Washington Post • Pinterest, Dribbble

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