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ACTEX eLearning Webinar: Data Visualization Practices and Principles in Excel [On-Demand] Author: Campbell

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ACTEX Learning Presents: ACTEX eLearning Webinar: Data Visualization Practices and Principles in Excel

Actuaries do a great job of analyzing data and models, but often fall short in effectively communicating results. This can be especially true in the area of data visualization. This session will explore how to create the most effective visualizations for different types of data regularly used by actuaries, providing examples in Excel, the spreadsheet regularly used by actuaries. Join us to build your skills with the tool you already use.

Learning Objectives:

  • Establish and expand upon principles of data visualization with emphasis on how to improve graphs to relay information visually
  • Review the most effective ways to illustrate various types of data including:
    1. Time series
    2. Categorical and grouped data
    3. Multidimensional data sets
    4. Large data sets
    5. Data with geographic components
  • Recognize ways to visualize data within the spreadsheet itself – not just by using the graphing functions and charts including:
    1. Conditional formatting
    2. Sparklines
    3. Tile grid maps

Who Should Attend This Webinar?

Any actuary or financial professional interested in improving data communication through visualization using Excel.

About Your Instructor

Mary Pat Campbell, FSA, MAAA, PRM

Instructor Mary Pat Campbell is Vice President of Insurance Research at Conning in Hartford, Connecticut. In the past, she also taught courses on computing (Excel, Access, and VBA) and business writing for actuarial science students at the University of Connecticut. Mary Pat has had a long interest in spreadsheet best practices in actuarial work, writing for SOA publications on the topic since 2007. She has also spoken for SOA webcasts and at meetings on spreadsheet issues, such as at the 2015 SOA Annual Meeting: "Session 30: How to Keep Your Spreadsheets Out of the Headlines". Over the past two years, she has written a series of 5 articles on data visualization for CompAct, the newsletter of the SOA Technology Section. She is a member of the European Spreadsheet Risks Interest Group and on the SOA Modeling Section Council (2015 - 2018).

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