Training: Slide Making - Analytical Slide

July 2018
TRAINING
Slide making – Analytical slide

Training 1
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CONTENT
• Part 1 – What is an analytical slide and best practices
• Part 2 – live video
• Part 3 – Bar charts
• Part 4– Other charts
• Part 5 – Most often seen mistakes and summary
Copyright ©2017 ShARE. All Rights Reserved 2

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An analytical slide (or a chart slide) is a way of visualizing

quantitative data in a way that helps convey an insight
Rationales of using analytical slides
XX chain hotel industry has experienced meteoric growth,

multiplied its hotel and room base by nearly 40 folds in 10 years
• Because data is king, especially
in business
XX chain hotels and rooms from 2005-2016
As a comparison, the
# hotels # rooms (millions)
24150
US has ~53 000 hotels
and 5 million rooms 1.97
2.13
• It is king because it is hard to
21481
CAGR
CAGR 1.53
beat data and because it is easy
42% 16375
39%
1.24 and fast to show data
12727
0.98
9924
0.75
7314
0.54
5120
3757 0.41
2805 0.31
1698 0.19
522 906 0.06 0.10
200520062007200820092010201120122013201420152016
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Y2Y 74% 87% 65% 34% 36% 43% 36% 28% 29% 31% 12% 74% 91% 66% 32% 32% 37% 31% 26% 23% 29% 8%
growth
Source: XX hotel association, Hotel News Resources; ShARE analysis


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4 golden rules to keep in mind
1. Ensure information is complete and clear

- Unit, Labels, Year of the data
- Explanatory footnotes when necessary
- Remove unecessary elements (grids, axis,..)
2. Analyse your data

- Rank data (from decreasing or increasing order)
- Structure your data when necessary
- Add explanation, calculation (CAGR, %) One single mistake
one chart can
- Conduct 2nd degree analysis when necessary destroy the
3. Check your data credibility of your
entire work
- Ensure source of data is robust
- Ensure that data on chart are consistent with other charts
- Apply critical thinking to check that data make sense
4. Only do your analysis on ppt

- Some people are importing charts from excel, while ppt provides most of the same
tools, and when you use excel, we can’ access the raw data
- Only use excel when you have complicated analysis that ppt does not have (1% of
the time)

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6 common mistakes we keep seeing and you should should

avoid
Most common mistakes
1. No clear label
- What is the reader looking at? –Label your chart!
2. No year for data
3. No units
- Include unit labels, $, Volume, etc.
3. Inconsistent decimal place
4. Formating
- Inconsitent color scheme, font size
5. Unnecessary elements
- Grid lines, axes where not necessary
6. Wrong choice of chart type
- Using the wrong type of chart, line instead of bar chart etc

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The 2nd degree analysis – always keep it mind when you do an

analysis
What it is
A few articles on “Social entrepreneurship” have been published, • It is a second analysis that you conduct after
not in a number to influence people your first analysis to provide more
information on a particular data point which
1st degree
Occurrence of word combination in the archives of the largest Swiss media
In a 6-year period 2nd degree is either critical or not expected
3181 31
21 • The second degree analysis could be done

on the same slide, could also be on a
zoom
832
701
different slid
520
4
31
1
0
• Use second degree analysis when you want

to deep-dive on some data or explain why
Source: swissinfo archive; ShARE analysis
Copyright ©2017 ShARE. All Rights Reserved 5 some data points are aligned with
expecation

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We will review three commonly used types of charts:

bar charts, line charts, and waterfall charts
Chart type When it is used
• Most common chart type, used to convey side

A Bar chart by a side comparison, change over time
• Several varieties including, clustered, stacked,
horizontal etc.
B Line chart
• Used for showing trends or comparison of trends
over time
• Longer time series
C Waterfall • The cumulative effect of sequentially introduced

positive or negative values
Other charts will be introduced in advanced training

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Basic format – please respect the rules so we focus more on the

quality of the analysis rather than the packaging
Basic format requirement across charts
Hotels
24,150 • TEXT size: if full page, title is 14 and rest
(# ')
is 12; if half page, the title is 12 and rest is
21,481
10; bold for title and unit is not bold and in
bracket in a separate line
16,375
• COLORS: text is black (not grey): bars is
12,727 ShARE colors (00C782), then grey. Cf to
slide format
9,924
7,314
• DECIMALS: Not more than 3 digits in
total : examples
5,120
3,757 - 5,896 convert to 5,9
2,805 - 156 879 convert to 156k and change
1,698
522 906 unit
- 75,87% to 76%
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

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CONTENT

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In order to create a chart, go to the Insert menu and select the

Chart icon; this will provide you with a menu of chart options

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Add another layer to a stacked bar chart by selecting add data

labels

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Format numbers under label options menu-select number and

adjust decimal place and select separator for 1000

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Edit data (right click) and select the data to display with the blue
frame

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CONTENT

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Bar charts are often used for for visualizing quantities information
– allowing for easy comparison between groups and across time
Bar chart When it is used
Chart title indicating what is being

referenced in the chart and including
XX chain hotels and rooms from 2005-2016 date range where appropriate
(# hotels)
24,150
Units are explicitly stated
21,481
16,375
12,727 • Data labels are all in the same

decimal place and format
9,924 • Use 1000 separator under Label
7,314 Options > Number
5,120
3,757
2,805
1,698
522 906
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Date range includes all years in a
series, no skipping

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Stacked bar charts can be used to show how multiple parts

of a whole change over time
Aluminum Sheet usage in Car

(XX) Best practices
• Add data label to all bars and

remove Y axis
• The order of the parts of the

1.75 1.75
1.6 1.6 XX3 stack chart should normally be
1.5 1.5 1.5 1.5 in descending order with the
1.4 1.4 1.4
largest part at the bottom
1.25 1.25
1.1 1.1 1 1 1 1 XX2 • The series must appear in the
0.9 0.9 0.9 same order in each bar
• A legend is required to label

2 2 1.9 1.9 1.8 1.8 1.8 1.8 1.7 1.7 1.7 each of the parts of the bar
XX
chart
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

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Clustered bar charts can be used to show how multiple variables

vary across time or location
Mobile Switch Capacity1 VS Mobile Subscribers

Best practices
(XX)
• Colors of the bars should follow

157 Mobile switch capacity color template
Mobile subscribers
• The series must appear in the
105
same order in each bar
96
89
80 80
73 78 • A legend is required to label each
57
data series
53 49 54
45 43 43 46 45
40 38 35 36
31 29 28
25 23
• Rank data by the most important
22 21
dimensions (eg here mobile
subscribers)
Unlike a stacked chart, with a clustered bar chart the emphasis is on comparing the two elements to each other
and as they change over time. The two elements do not need to form part of a whole

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Horizontal vs. vertical orientation: depends on the size of data

labels and other information you want to include in the chart
Horizontal orientation often

suited for longer data labels
Major hotel groups in XXX by # hotels and # rooms in China
(1st January 2017)
rooms share as% hotels share as%
0 50000 100000 150000 200000 250000 300000 350000 400000 450000 500000
4,751 22% 20%

JinJiang International Hotel Group Co. 466,491
3,402
BTG HOMEINNS Hotels Group 373,560 18% 14%
3,269 16% 14%

China Lodging Group 331,347
1,712 7% 7%
GreenTree Inns Hotel Management Group 148,872
1,107 3% 5%
Eastern Crown Hotels Group China 62,349
1,126 3% 5%
SUNMEI Group 55,439
1,126 3% 5%
Urban Hotel Group 55,439
hotels (#)
504 rooms (#) 2% 2%
Zhuyou Hotels Group 33,492
92 1% 1%
Wanda Hotels & Resorts 27,521
493 1% 2%
99-Inn Management Co. 26,699
0 500 1000 1500 2000 2500 3000 3500 4000 4500 5000

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Auxilliary data elements can help enrich your bar chart; both
adding more information and highlighting key insights
Auxiliary Chart elements
• Compound Annual Growth Rate (CAGR)

# hotels ⎼ Used to quantify a growth trend over a
24,150 period of time
⎼ Endling/Beginning Value ^
21,481 (1/# of years) -1
CAGR
⎼ Insert trendline, ensure you select the
16,375 appropriate starting point and end points
42%
12,727 • Data bubbles or supplemental data

⎼ Used to add another dimension to the
9,924 chart
7,314 ⎼ Supplements the data included in the
chart
5,120
3,757 ⎼ Must line up with the data labels in the
2,805 axis
1,698
522 906 ⎼ Usually bubbles are used to highlight
these elents
200520062007200820092010201120122013201420152016
Y2Y 74% 87% 65% 34% 36% 43% 36% 28% 29% 31% 12%
growth

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More complex example of using auxilliary data elements to

augment a bar chart
CAGR
03-08 08-09
Category wise Automobile Demand in India (XX)
Passenger 16.9% 0%
Vehicle
7.9
7.2 7.4
7.1
6.2 Commercial
20.9% -23%
Vehicles
5.4
4.8
Two Wheelers 13.3% -3.2%
1.38 1.55 1.55 Three

0.90 1.06 1.14 14.8% -6.4%
0.71 Wheelers
0.36 0.470.40 0.490.36 0.380.35
0.190.23 0.260.28 0.32 0.31 0.35
03-07 07-08
2003 2004 2005 2006 2007 2008 2009 Consolidated Auto
14.4% -4%
Industry

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Quotes are often used to help highlight an important message

or add additional insight to a bar chart
Domestic Demand is expected to grow further with Rapid growth in export demand is fueled by
increasing market penetration India’s low cost of operations
Domestic Demand Export Demand

(XX) (XX)
CAGR
CAGR CAGR 09-15 “The pace of growth of India’s
03-07 07-08 XX% export demand has slowed CAGR
considerably as a result of X, Y, Z ” - 09-15
-4% Revving up! Indian automotive
16.1 4.1
XX industry - a perspective by E&Y
14.8
13.6 3.5
12.5
11.5 3.0
10.1 9.7 9.7 10.6 CAGR
2.5
8.9 03-09
7.9 2.1
6.8 30.7% 1.8
5.9 1.5
1.2
1.0
0.8
0.5 0.6
0.3
2003 2005 2007 2009 2011 2013 2015 2003 2005 2007 2009 2011 2013 2015
“Car Density in India is low at 12 per 1000 people

in comparison to U.S. market’s 756 per 1000
people” -Mr. Jatinder Kumar, Visteon
• Quotes can be added either outside of the chart or with
bubbles inside the chart
Source: SIAM Industry Statistics, ShARE interviews

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CONTENT

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Line charts are commonly used to show how a variable trends

over time and are best for showing multiple trends in one chart
Hotel Occupation Rate from 2014 to 2016 by Month

National holiday
that Chinese
visitors to travel Best practices
Summer holiday
Chinese new • Do not label every data

year holiday,
65% point in a line graph- only
most Chinese
return to home important points should be
and economic
61% labeled
activity slows
60% down • Bubble callouts can be
used to highlight important
information
56%
55%
54% • A legend is required to
label each data series
2014 2015 2016
50%
45%
Jan. Feb. Mar. Apr. May Jun. Jul. Aug. Sep. Oct. Nov. Dec.

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A waterfall chart can be an effective way of showing the

cumulative effect of multiple changes over time or
categories
Build down waterfall Build up waterfall
XX cost drop divers XX cost increase divers
3%
5%
65% 5%
10%
100%
50% 53%
5%
5%
3% 30%
22% 20%
2010 2011 2012 2013 2014 2015

Net SG&A Tax Cost of Raw Gross
margin sales material margin
• Waterflal charts can either be build-down or build-up, examples of each above
• The final column shows the new total after taking into account the cumulative
effect of the changes noted in the chart and this bar is often a different color
than the others
• When including positive and negative changes, use different colors for each

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CONTENT

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Commonly seen mistakes in analytic slides
Payment platform just launched mobile payment in

2009, but will catch up with mobile bank in the future Mistakes
• No units included in the chart
250 • No legend for each of the three segments
• Unnecessary elements: Y Axis, Gridlines

200
105
102.4 • Inconsistent decimal places
97.4
150
92.3
84.23
100 75.3
89.3 95.2
79.4
65.3
50 48.2
33.6
23.5 26.8 28.3 31.5 33.9 36.9
0
2010 2011 2012 2013 2014 2015

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4 golden rules to keep in mind
1. Ensure information is complete

- Unit
- Labels
- Year of the data
- Explanatory footnotes when necessary
2. Analyse your data

- Rank data (from decreasing or increasing order)
- Structure your data when necessary One single mistake
on one chart can
- Add explanation, calculation (CAGR, %) destroy the
- Conduct 2nd degree analysis when necessary credibility of your
entire work
3. Check your data
- Ensure source of data is robust
- Ensure that data on chart are consistent with other charts
- Apply critical thinking to check that data make sense
4. Only do your analysis on ppt

- Some people are importing charts from excel, while ppt provides most of the same
tools, and when you use excel, we can’ access the raw data
- Only use excel when you have complicated analysis that ppt does not have (1% of
the time)

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July 2018

Slide making – Analytical slide

• Part 1 – What is an analytical slide and best practices

• Part 2 – live video

• Part 3 – Bar charts

• Part 4– Other charts

• Part 5 – Most often seen mistakes and summary

Copyright ©2017 ShARE. All Rights Reserved 2

An analytical slide (or a chart slide) is a way of visualizing

Rationales of using analytical slides

XX chain hotel industry has experienced meteoric growth,

Source: XX hotel association, Hotel News Resources; ShARE analysis

Copyright ©2017 ShARE. All Rights Reserved 3

4 golden rules to keep in mind

1. Ensure information is complete and clear

2. Analyse your data

4. Only do your analysis on ppt

Copyright ©2017 ShARE. All Rights Reserved 4

6 common mistakes we keep seeing and you should should

Most common mistakes

Copyright ©2017 ShARE. All Rights Reserved 5

The 2nd degree analysis – always keep it mind when you do an

21 • The second degree analysis could be done

• Use second degree analysis when you want

Copyright ©2017 ShARE. All Rights Reserved 6

We will review three commonly used types of charts:

Chart type When it is used

• Most common chart type, used to convey side

C Waterfall • The cumulative effect of sequentially introduced

Other charts will be introduced in advanced training

Copyright ©2017 ShARE. All Rights Reserved 7

Basic format – please respect the rules so we focus more on the

Basic format requirement across charts

Copyright ©2017 ShARE. All Rights Reserved 8

• Part 1 – What is an analytical slide and best practices

• Part 2 – live video

• Part 3 – Bar charts

• Part 4– Other charts

• Part 5 – Most often seen mistakes and summary

Copyright ©2017 ShARE. All Rights Reserved 9

In order to create a chart, go to the Insert menu and select the

Copyright ©2017 ShARE. All Rights Reserved 10

Add another layer to a stacked bar chart by selecting add data

Copyright ©2017 ShARE. All Rights Reserved 11

Format numbers under label options menu-select number and

Copyright ©2017 ShARE. All Rights Reserved 12

Copyright ©2017 ShARE. All Rights Reserved 13

• Part 1 – What is an analytical slide and best practices

• Part 2 – live video

• Part 3 – Bar charts

• Part 4– Other charts

• Part 5 – Most often seen mistakes and summary

Copyright ©2017 ShARE. All Rights Reserved 14

Bar chart When it is used

Chart title indicating what is being

12,727 • Data labels are all in the same

Copyright ©2017 ShARE. All Rights Reserved 15

Stacked bar charts can be used to show how multiple parts

Aluminum Sheet usage in Car

• Add data label to all bars and

• The order of the parts of the

• A legend is required to label

Copyright ©2017 ShARE. All Rights Reserved 16