Visualizing Financial Data

Build accurate, insightful visualizations across financial domains

Your data provides a snapshot of the state of your business and is key to the success of your conversations, decisions, and communications. But all of that communication is lost or incorrectly interpreted without proper data visualizations that provide context and accurate representation of the numbers. In Visualizing Financial Data, authors Julie Rodriguez and Piotr Kaczmarek draw upon their understanding of information design and visual communication to show you how to turn your raw data into meaningful information. Coverage includes current conventions paired with innovative visualizations that cater to the unique requirements across financial domains, including investment management, financial accounting, regulatory reporting, sales, and marketing communications.

You′ll learn visualization techniques and design principles that equip you to apply them to your own data sets. As you learn the techniques that overcome the common limitations of current methods, limitations which sacrifice accuracy, clarity, and efficiency, you′ll learn why the techniques work. Presented as a series of case studies, this highly visual guide presents problems and solutions in the context of real–world scenarios. With over 250 visualizations, you′ll have access to relevant examples that serve as a starting point to your implementations.

With data visualizations for comparing, calculating, and making connections, Visualizing Financial Data shows you how to:

Expand the boundaries of data visualization conventions and learn new approaches to traditional charts and graphs Optimize data communications that cater to you and your audience Provide clarity to maximize understanding Solve data presentation problems using efficient visualization techniques Use the provided companion website to follow along with examples

http://www.wiley.com/go/visualizingfinancialdata

JULIE RODRIGUEZ is an Information Architect with experience in user research, analysis, and design for complex systems. She has patented her work in commodities trading and data visualizations for MATLAB, and publishes industry articles on user experience and data analysis and visualization. PIOTR KACZMAREK is an Information Designer with over 20 years of experience in qualitative and quantitative data visualizations, presented in formats ranging from print and digital displays to interactive animations.

The companion website gives you the illustration files and the source data sets, and points you to the types of resources you need to get started.