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CHARTS FOR DATA REVIEW · Workflow idea

Make a useful chart from the information you are exploring.

A person asks a question about selected information, and a chart can be prepared when a visual comparison would help. Keep the source data, labels, units, and time period visible so the person can check that the visual tells an accurate story before sharing or using it to make a decision.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Chart or data question
Produces
A chart or a clear explanation of the relevant information, with its data, labels, and limitations ready for the requester to verify.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A question about suitable data that the user is authorized to review and present

“Determine whether a chart would help explain the selected data, prepare a suitable visual when useful, and make its source and assumptions available for human review.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps turn selected information into a chart that is easier to discuss and compare.

  1. Clarify the question and audience

    Confirm what the requester wants to understand and who will see the chart before selecting the data or level of detail.

  2. Choose the relevant data

    Use only information the requester may access and that is suitable for the stated purpose.

  3. Prepare a clear visual comparison

    Choose a chart form that fits the question and show the labels, units, and period needed to interpret it.

  4. Check the chart against its source

    Have the requester verify the figures, categories, scale, calculations, and any assumptions against the original information.

  5. Approve before sharing or deciding

    Require an appropriate owner to review sensitive or consequential charts before they are shared or used in a financial, credit, or customer decision.

03 / The result

Something useful.
Something to build on.

A chart or a clear explanation of the relevant information, with its data, labels, and limitations ready for the requester to verify.

AmbactiWorkflow folio · 5 steps

Turn reviewed information into a chart

Reviews & approvals · Example outcome

The handoff

A chart or a clear explanation of the relevant information, with its data, labels, and limitations ready for the requester to verify.

Keep in mind

A chart can be misleading when data is incomplete, labels are wrong, or scales hide important differences. Check the source, time period, units, and calculations; protect confidential customer and financial information; and require a qualified person to review visuals before they support a business, credit, or financial decision.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose approved data and audiences

Define which information may be used for charts, who may request them, and who may receive the results.

Set chart labeling expectations

Choose how charts show units, date ranges, data sources, and limitations so viewers can interpret them accurately.

Protect customer and financial information

Limit sensitive data to the minimum necessary and identify the reviews required before sharing or decision use.

Test incomplete data and misleading scales

Check missing values, unusual outliers, changed date ranges, and a chart that could exaggerate differences before relying on results.

Put your next idea to work.

Start with your brief. Make the process your own.

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