Design financial software visualizations to: - Use real world mental models - Summarize - Provide for multiple comprehension modalities - Drill down to the "Single source of Truth" - Communicate new approaches - Design for perceived & real-time performance - Allow users to decide what's important - Use "lensing" to navigate hierarchies

1. UI Design Principles for Data
Visualization
in Financial Software
Paul Giurata
Managing Partner
Catalyst Resources

2. 1: Use real world mental models
ç

3. 1: Use real world mental models

4. 1: Use real world mental models

5. 2: Summarize ç

6. 2: Summarize

7. 3: Provide for multiple comprehension modalities
ç

8. 3: Provide for multiple comprehension modalities

9. 3: Provide for multiple comprehension modalities

10. 4: Drill down to the “Single Source of Truth”
ç

11. 4: Drill down to the “Single Source of Truth”

12. 5: Communicate new approaches
ç

13. 5: Communicate new approaches

14. 6: Design for perceived & real-time performance
ç

15. 6: Design for perceived & real-time performance

16. 7: Use “lensing” to navigate hierarchies
ç
16

17. 7: Use “lensing” to navigate hierarchies
17

18. 8: Allow users to decide what’s important
ç
18

19. 8: Allow users to decide what’s important
19

20. Thank You
Paul Giurata
CatalystResources.com