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This charts and graphs template provides you with 10 different types of charts and graphs used in financial planning and analysis.
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#1 Line Graphs
The perfect solution for showing multiple series of closely related series of data.
#2 Bar Graphs
Bars (columns) are the best types of graphs for presenting a single data series.
#3 Combo Chart
This is very useful when presenting two data services that have a very different scale and might be expressed in different units.
#4 Scatterplot
The scatterplot is excellent for showing the relationship between two data series and determining their correlation.
#5 Waterfall Chart
The waterfall chart is excellent for variance analysis and explaining how an “actual” result was different than a “budget” or how something has changed relative to an original data point.
#6 Pie Graph
A pie graph is effective for illustrating the percentage breakdown of a small number of data points.
#7 Histogram
Histograms show the distribution of a dataset.
#8 Gauge Chart
The gauge chart is perfect for graphing a single data point and showing where that result fits on a scale from “bad” to “good.”
#9 Area Graph
An area chart is a solid area and can be effective when showing stacked, cumulative data series.
#10 Spider chart / radar graph
A spider or radar graph is a very useful type of graph for showing qualitative data or the overall “score” or comparison of multiple series.
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Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.
A well rounded financial analyst possesses all of the above skills!
Additional Questions & Answers
CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.
In order to become a great financial analyst, here are some more questions and answers for you to discover:
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