reporting.qmd

---
title: "business_communication"
---



#resources

-   https://www.ibcs.com/

# summary

-   one of the areas that you will spend a lot of time on is on formatting of
business reports, presentations, graphs, axis, labels, etc

-   one of the most powerful tools you can deploy is establish convention and
consistency in your reporting standards and conventions

-   However the biggest challenge is getting everyone else to follow the 
same standards / conventions and in defining the right standard and convention

    -   Did you define at a high enough level? 

    -   Are you too accomodating of the all nauce / details/ exceptions which 
    creates an overly complex framework?

    -   Are you too high level which isn't reflecting the purpose of the 
    framework which is to simplify overall framewor 

-  While ultimately this can be overwhelming, below are some helpful suggestion
in how to approach consistency

-    the added advantage of this approach is that it will make it easier 
for you to create packages and functions to improve productivity

-   Let us focus on three major aspects of business communication

    -   Graphs
    -   Reports
    -   Presentations

-   Dimension that are helpful to be consistent across is
    -   aes()
        -   colors (both outline and fill)
        -   shapes
    -   text / labels
        -   units
        -   text (title, font, capitalization, etc)
        -   time periods
    -   values
        -   values (positive/negative)
    -   Other
        -   highlights / focus areas
        -   aggregated vs. individual values
        -   reference points

# Graphs 

-   At the beginning of your report I strongly recommend defining your key
legends, abbreviations

-   You can consider defining your color scheme upfront and giving assigned 
labels and data dictionary for how the work will be completed

## Convenions

-   Title Concept
        
        -   title=Take away message (what is the key message you want the user
        to understand)
        -   subtitle= What is it (dimension, units) and timeframe
        -   plot label=sample size (how many observations are include and
        mention of missing vs. excluded data
        
-   Title and Structure
-   Scenario notation
    -   patterns (solid, fill, checkered)
    -   colors
    -   font style
-   Absolute vs. relative variance
-   Proper scaling
-   missing data and data size