Webinar recording
Practical Rules for Visualizing Budgets, Plans and Forecasts in Excel

In this webinar, you will learn best practices for designing efficient budget, plan and forecast reports.

What's included

Full video recording
Excel example and "planning styles" used in the webinar
Enjoy & thank you for watching! Don't hesitate to reach out if you have any questions — write to us at support@zebrabi.com!

Presenter

Andrej Lapajne

Founder & CEO at Zebra BI

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Get Excel Example
Download the file with Excel examples and Zebra BI "planning styles" from the webinar.
Access the materials
(2:51) Bad examples of data presentation
(4:46) The importance of the colors
(7:12) The importance of using visual highlights
(9:48) Color inversion when presenting negative scenarios
(10:20) Indicating the key message
(10:55) Indicating the unit of your charts
(11:11) The importance of inserting comments
(11:45) Differentiating the data in the chart
(13:35) The importance of scaling
(15:37) The appropriate use of the chart type
(16:30) Use of different layouts
(16:57) Presenting multiple charts on one page
(18:46) The importance of using data visualization while planning
(21:43) Using waterfall chart
(23:12) Problems and solutions when using waterfall chart for planning
(26:59) Vertically placed waterfall chart
(32:33) Adjusting values on the chart
(33:03) Inserting difference highlights
(33:45) Customizing color styles
(36:11) Aligning and scaling charts
(37:22) Inverting the colors of visual highlights
(38:26) Creating linked slides
(40:43) Creating more charts on one page
(42:47) Using data visualization while planning
(45:01) Creating form controls – radio buttons
(50:28) Creating a chart from a pivot table
(51:24) Adjusting the data and labels for planning
(54:26) Zebra BI resources and social media presence
(55:09) Q & A
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