How to Design a Dashboard for Financial Statements? (17 Jul 21) - HKU SPACE
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17
Jul 2021
(Sat)

How to Design a Dashboard for Financial Statements? (17 Jul 21)

Subject Area
FinTech and Financial Intelligence

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Date & time
17Jul 2021 (Sat)11:00 - 11:45
Venue
Zoom Webinar
Fee
Free
Speaker
Mr Danny W. C. Chan

Mr Danny W. C. Chan

Mr. Chan, FRM, has possessed rich experience in financial risk management, information technology and data science and worked as IT Manager over a decade. Being a practitioner in information technology, he is currently a consultant and trainer at Big Data Consultancy Services Company. Also, he is strong in Cloud-based solutions, Big Data Technology, Data Mining and Machine Learning. Moreover, Mr. Chan has obtained a Bachelor Degree in Mathematics from The Chinese University of Hong Kong as well as three Master Degrees in Risk Management Science from The Chinese University of Hong Kong, Quantitative Analysis for Business from City University of Hong Kong and Industrial Logistics Systems from The Hong Kong Polytechnic University.

Enquiry
2867 8331 (finedec@hkuspace.hku.hk)
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How to Design a Dashboard for Financial Statements?

How easily can you spot some insights from the following income statement?

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A typical income statement would include even more columns by quarters and months. There are also different sets of the statement by regions, companies and business segments.  All are overwhelming with numbers. Some people may only focus on a few key lines and have overlooked the exceptions of the details.  

Shifting from a traditional approach, have you ever thought of creating an impressive dashboard that would give you all of the following functions?

1. Color highlighting with different intensity reflecting the magnitude of the figures.
2. Easily collapsing and expanding the rows for different summary levels
3. Provision of trend line across a timeline
4. Provision of YTD, summary and breakdown of figures by all mentioned dimensions
5. Comparison with last month and last year 

A professional dashboard design would convert a plain and tepid financial statement to a lively and interactive dashboard.  It also gives taste to figures.

This is the fifth webinar for the BI series of Mr Chan, who is keen on demonstrating how you are also able to transform boring numbers to business intelligence with just a few clicks.

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You will be given an applause if you are able to design the above dashboard to impress your boss. If you have the same idea, do not miss this webinar.

Language: Cantonese (Supplemented with English)