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IBCS® WITH SUCCESSHow communication standards help
understand reports and presentations
Economistas, Consejo General, Madrid 10/10/2017
Xavier Subirats
2.1. Coste 2.2. Tiempo 2.3. Calidad
3.1. Mensajes 3.2. Títulos 3.3. Tiemo & Estructura3.4. Períodos 3.5. Gráficos 3.6. Etiquetas 3.7. Escenarios 3.8. Variaciones 3.9. Escala 3.10. Destacar
4.1. Perceptuales 4.2. Estructura 4.3. Notación
4.1.1. Condense 4.1.2. Check 4.1.3. Express 4.1.4.Simplify 4.2.1. Say 4.2.2. Strucuture 4.3.1. Unify
5.1. Philips 5.2. Die Post 5.3. Nomen 5.4. Graz
6.1. Know 6.2. Tools 6.3. Will
6.- Action Plan
1.- Introducción:
2.- Beneficios:
3.- Principios
4.- Método (SUCCESS)
5.- Ejemplos
1/ Introducción. Why now?
William Playfair >> William Petty-Lord Lansdowne >> Charles Gravier-Count de Vergennes>> Louis XVI
1779 1786 1913 1983 2004 1978 1985 2010
Zelazny
(EE.UU)
Brinston Tufte
Playfair, W. (EE.UU) (EE.UU) Few
(Gran Bretaña) (EE.UU)
Minto Hichert
(EE.UU) (Alemania)
Johan H. Lambert
(Alemania)
Diseño de percepción Diseño Diseño
conceptual semántico
(estructura) (notación
estándar)
Marco de aplicación SUCCESS
SAY (Decir)
UNIFY (Unificar)
CONDENSE (Condensar)
CHECK (Comprobar)
EXPRESS (Expresar)
SIMPLIFY (Simplificar)
STRUCTURE (Estructurar)
Edward Tufte : The Visual Display of Quantitative Information
2/ Beneficios
SISTEMAS DE INFORMACIÓN CONTROLLERS DIRECTIVOS
Procesamiento de datos Controlling Management
Estadísticas y datos Informes y presentaciones
Sistemas de Información (SI) Controlling Management
Desarrollar sistemas y
suministrar datos
Analizar datos y
crear mensajes
Evaluar los mensajes y
tomar decisiones
Mejora de la Calidad 1 2 3
Reducción del tiempo de reacción 4 5 6
Reducción de costes 7 8 9
3/ Principios. Top Ten Principles
1.- Mensajes: debe figurar un mensaje en cada página del informe o de la presentación.
2.- Títulos: en cada página debe figurar un título con un formato homogéneo o consistente.
3.- Tiempo y estructura: deben estar organizados en el eje horizontal y en el vertical, respectivamente.
4.- Regla MECE.
5.- Gráficos.
6.- Etiquetas: las etiquetas deben ir integradas en los gráficos, no separadas.
7.- Escenarios: hay que usar color oscuro sólido para los datos del ejercicio actual, el gris para el ejercicio previo, el remarcado para el presupuesto o el plan y las rayas diagonales (hatched) para las estimaciones.
8.- Variaciones: las variaciones positivas (para un objetivo determinado) deben ir en verde y las negativas en rojo.
9.- Escala: las escalas deben ser correctas y homogéneas.
10.- Remarcar.
4.- Método: How to? >> SUCCESS
Perceptual
rules
Conceptual rules Semantic
rules
Perceptual
rules
Conceptual rules Semantic
rules
Perceptual
rules
Conceptual
rules
Semantic
rules
SAY
STRUCTURE
CHECK
EXPRESS
SIMPLIFY
CONDENSE
UNIFY
Conceptual
rules
SAY
STRUCTURE
EXPRESS Choose proper visualization
Structures
Normalized
Part to whole
analyses
Stacked
Accumulated
items
Indexed
Comparing
growth rates
Lines and areas
Many data points
Bars
Structural comparisons
100
100
Columns
Few data points
Single
One-dimensional
analyses
Waterfall
Contributions
to growth (columns) or
calculations (bars)
100
100
100
-
100
Time series
© IBCS Association. Licensed under Creative Commons BY-SA 4.0 InternationalSource: IBCS EX 1.1
Red and green pins
Relative variances
Grouped
Comparisons
Lines and areas
(cont.)
Bars
(cont.)
Columns
(cont.)
Red and green
Absolute variances
Red and green waterfall
Contributions
to variance
StructuresTime series
© IBCS Association. Licensed under Creative Commons BY-SA 4.0 InternationalSource: IBCS EX 1.1
Conceptual
rules
SAY
STRUCTURE
EXPRESS Choose proper visualization
SIMPLIFY Avoid clutter
Conceptual
rules
SAY
STRUCTURE
CHECK Ensure visual integrity
EXPRESS Choose proper visualization
SIMPLIFY Avoid clutter
CONDENSE Increase information density
(From Twitter, original source not known)
Conceptual
rules
SAY
STRUCTURE
EXPRESS Choose proper visualization
SIMPLIFY Avoid clutter
CONDENSE Increase information density
Perceptual
rules
Conceptual
rules
SAY
STRUCTURE
CHECK
EXPRESS
SIMPLIFY
CONDENSE
UNIFY Apply
semantic
notation
5.- Ejemplos. Show me.
6.- Plan de acción . Hands-on . How to? Praxis & Templates
Why not? Workshop on your next Board book
https://es.linkedin.com/in/xaviersubirats
This document may not be reproduced either in whole,or in part, without the written permission of the authors and IBCS
International Business Communication Standards (IBCS®)
www.ibcs-a.org
Los estándares internacionales IBCS –
informes con Zebra BI
Madrid
23 de noviembre 2017
Apúntate al estreno en Madrid del taller práctico de IBCS sobre el diseño de informes financieros, cuadros de mando y presentaciones.
Una formación de Excel / Zebra BI con muchos ejemplos, las mejores prácticas, numerosos consejos y trucos para resolver problemas en la elaboración de informes.
www.zebra.bi/madrid2017
www.ibcs-a.org
SUCCESSFUL REPORTS AND PRESENTATIONSIBCS® WITH SUCCESS
Find dates and locations on
www.hichert.com/seminar
Other Samples
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Purchases 2015: mEUR 379 clita kasd gubergren, no sea
takimata asdfa cumqum
Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,
consetetur et ea rebum asdf asdfasdf
Other op. expenses: mEUR 152 ay eirmod tempor invidunt
ut uo dolores asdf werwed ds
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Purchases 2015: mEUR 379 clita kasd gubergren, no sea
takimata asdfa cumqum
Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,
consetetur et ea rebum asdf asdfasdf
Other op. expenses: mEUR 152 ay eirmod tempor invidunt
ut uo dolores asdf werwed ds
1 2 3
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Purchases 2015: mEUR 379 clita kasd gubergren, no sea
takimata asdfa cumqum
Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,
consetetur et ea rebum asdf asdfasdf
Other op. expenses: mEUR 152 ay eirmod tempor invidunt
ut uo dolores asdf werwed ds
1 2 3
2
1
3
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Purchases 2015: mEUR 379 clita kasd gubergren, no sea
takimata asdfa cumqum
Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,
consetetur et ea rebum asdf asdfasdf
Other op. expenses: mEUR 152 ay eirmod tempor invidunt
ut uo dolores asdf werwed ds
1 2 3
2
1
3
Compared to 2014, the higher operating expenses (mEUR +187) were mainly compensated by higher license sales (mEUR +183), leading to a higher group result (mEUR +91)
Software and Service GroupProfit and loss statement in mEUR
2014, 2015 and ΔPY, ΔPY%
IBCS Template 12A: Bar w aterfall profit and loss Copyright 2015 HICHERT+FAISST
713
72
22
6
45
43
73
344
11
76
56
78
132
89
813
293
409
277
188
2014
565 752
+183
+18
+59
+35
+43
+51
+74
+10
-12
-28
-16
-7
-21
-34
+248
+187
+33
+36
+57
+91
+26
+25
+10
+67
+95
+23
-55
+983
-62
+391
-29
-10
-16
-38
+31
+33
+11
+9
+21
+48
896
90
10
65
17
53
66
379
54
127
40
152
111
55
1 061
326
445
334
279
►
►
Licences
Consulting
Maintenance
Other revenue
Other op. income
Purchases
Material expenses
Personnel expenses
Amortization
Other op. expenses
Investment income
Financial income, net
Income tax
Profit to other interests
Sales revenue
Operating expenses
Operating result
Result before tax
Result after tax
Group result
2015 ΔPY ΔPY%
2015-05-28_rh Copyright 2015 HICHERT+FAISST
Purchases 2015: mEUR 379 clita kasd gubergren, no sea
takimata asdfa cumqum
Licences 2014: mEUR 896 Lorem ipsum dolor sit amet,
consetetur et ea rebum asdf asdfasdf
Other op. expenses: mEUR 152 ay eirmod tempor invidunt
ut uo dolores asdf werwed ds
1 2 3
2
1
3
