📅 2025-06-08 — Session: Financial Analysis and Reporting Session
🕒 21:55–22:45
🏷️ Labels: Financial Analysis, Data Visualization, Reporting, Python, Pandas
📂 Project: Business
⭐ Priority: MEDIUM
Session Goal
The session aimed to enhance financial analysis and reporting through improved data visualization and structured documentation.
Key Activities
- Reviewed financial analysis insights, focusing on debt evolution, cash flow, and visualization techniques.
- Proposed a structured approach to financial analysis documentation, suggesting the use of specific documents for different analysis aspects, complemented by graphs and tables.
- Developed a stacked chart for quarterly sums using Python, pandas, and matplotlib, focusing on services, taxes, and legal categories.
- Visualized expenses by account type using a stacked chart, with a Python code example provided.
- Addressed column name errors in dataframes, offering solutions for direct correction and dynamic adaptation.
- Corrected code for generating quarterly graphs, ensuring accurate data inclusion and column synchronization.
- Planned detailed financial reports and tables to enhance clarity and rigor in financial results.
- Organized and improved existing graphs and visualizations, providing recommendations for visual structure optimization.
- Designed a modular financial report structure, incorporating narrative and financial health insights.
- Outlined contributions and services report design, emphasizing graphical representation and interpretative notes.
- Detailed report structure for income, debt, and PM MI balance, including graphical and tabular data.
Achievements
- Established a comprehensive plan for financial analysis and reporting, integrating visualization and documentation strategies.
Pending Tasks
- Implement the proposed modular report structure and visualization improvements.
- Continue refining data visualization techniques and documentation templates.