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How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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Compound charts: The visualization you’ve been waiting for

Adrian CrockettAdrian Crockett

Data is everywhere, reporting on everything. Its abundance means more situations can be modeled, ideas explored, and numbers crunched to find answers to increasingly complex questions. But, as our data usage continues to evolve, so must our visualization techniques.

For the last 30 years or so, Excel has been the tool of choice for investment bankers, and by “of choice” read “only available”. While Excel has an array of powerful and intuitive visualization functions, it also has limitations.

One issue, in particular, is around the use of compound charts. Historically, when a question was answered with a visualization, it sat neatly within one chart. But the popularity of infographics illuminated how different chart elements can be combined to tell a more comprehensive story.

Say you wanted to talk to a client about interest rate swaps, the launching pad would probably be historical interest rates. A vanilla line chart such as the below may be used to drive home the point that interest rates are near historic lows.


vanilla line chart for investment banking pitchbooks

But what if the sales point was more nuanced? Instead of just talking about the long or short rate, you wanted to talk more comprehensively? In this case, a compound chart—a visualization consisting of different, smaller elements that sit together within one visualization, would do the trick and be a more efficient use of page real estate, such as below:


pitchbook compound chart showing histograms, pies, and small multiples

So what exactly was done differently?

Each of these individual components that coalesce into a compound chart could occupy a page by itself—and sometimes there may be cases where you want to do this—but most often, you will find a compound chart allows you to not only compress the number of pages in a pitchbook (something your client will thank you for), but also present a clearer story as all the data pieces connect toward a single message.

I will caveat that producing multiple elements to line-up neatly within a single chart can be a painstaking and frustrating experience if you use Excel. We can help solve this with our financial chart creation platform, Pellucid. Just email me and say you saw this post for a quick demo.

What are your thoughts on using compound charts in pitchbooks? Have you ever used an infographic with clients? Email me at adrian@pellucid.com.

See how Pellucid Analytics can help you easily create compound charts for your next client meeting. Visit Pellucid Analytics.

CEO & Co-Founder of Pellucid Analytics. Former Credit Suisse group head with nearly 20 years on Wall Street. Melding design, analytics, and tech to produce amazing client-ready content in minutes.

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