Create financial charts to tell your business story

Financial charts visualize changes in business or financial markets over a given period of time. Learn how to create interactive financial charts with Infogram.

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Financial charts are types of charts that visually track various business and financial metrics like liquidity, budgets, expenses, cash flow, and others over a given period of time. Financial charts are a great way to tell a story about business or financial markets. There are two types of financial charts available with Infogram: candlestick chart and waterfall chart. 

With Infogram, you can create professional financial charts for your business or organization in a wide variety of industries, including media, e-commerce, fashion, entertainment, retail, non-profit, and more. Choose from templates created by our designers, then add icons and text, adjust colors, and bring meaning to your next great idea to engage your audience from the first glance. 

Read on to learn more how to create a financial chart using our financial chart maker. Don't worry, we're handling the complicated pieces, allowing you to focus on making engaging, interactive, and educational content that makes an impact.  

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Browse all financial chart templates

Want to get started right away and create a financial chart? Choose one of our ready-made templates to stand out from the sea of “meh” content. Keep it simple and create a professional-looking financial chart in seconds.

Column Chart
Column Chart
Line Chart
Line Chart
Table Chart
Table Chart
Pictoral Bar Chart
Pictoral Bar Chart
Radial Chart
Radial Chart
Semi circle Chart
Semi circle Chart
Funnel Chart
Funnel Chart
Column Stacked Chart
Column Stacked Chart
Bar Chart
Bar Chart
Pie Chart
Pie Chart
Wordcloud Chart
Wordcloud Chart
Doughnut Chart
Doughnut Chart
Pictoral Chart
Pictoral Chart
Column Grouped Chart
Column Grouped Chart
Bar Stacked Chart
Bar Stacked Chart

Get inspired by financial chart examples

Trying to find inspiration for creative new ideas? Check out our wonderful collection of financial charts created right here on Infogram.

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When to use financial charts?

It's important to visualize your financial data in the form of charts simply because humans respond to and process visual data better than anything else. Here's when using financial charts is especially important: 

1. Performance analysis. Financial charts will help you digest financial insights better and take action depending on the situation. Seeing your data split into actionable categories will make it easier to analyze your business situation. 

2. Illustrate how annual profit is affected by revenue and costs.

3. Set better goals. By displaying your business data in interactive financial charts, you'll be able to set valuable financial KPIs for your business leading to growth and success.

3. Inventory audits. Show positive and negative changes in quantities.

4. Avoid mistakes and save time. Displaying your financial data in a visual, interactive chart will help you avoid errors and manual pen-and-paper data analysis. 

5. Explain how the final net value is calculated. 

6. Show product value over a period of time.

How do I create a financial chart?

Infogram's chart creator allows you to easily create professional financial charts in just 5 steps:

1. Log in to Infogram

2. Select a financial chart type – candlestick or waterfall

3. Upload or copy and paste your data

4. Customize the labels and adjust the design by changing the background, colors, and fonts

5. Download your financial chart, add it to your report, infographic, embed it on your website, or share it on social media

Infogram is super easy to use and made with non-designers in mind. Even if you don't have any programming, coding, or design experience, you'll be able to make financial charts in just a couple of steps. 

We did all the technical work for you. Now, all that's left to do is start creating.

What are some best practices for creating financial charts?

Here are some general tips to keep in mind to create financial charts like a superstar:

1. Use multiple colors. Go for green-red or white-black colors to represent positive and negative values

2. Label values for easy readability.

3. Keep the gridlines thin and light. That way, the lines won't compete with the data visually. 

4. Leave sufficient space between the bars.

5. Order the increases and decreases by size. For waterfall charts, if there's no intrinsic order in the categories, arrange the increases and decreases by size (smallest to largest or largest to smallest).

Are candlestick charts similar to bar charts?

Candlestick charts and bar charts indeed are similar as they show the same information but in different ways. Because of the color coding and thicker bodies, candlestick charts are more visual which makes them better at highlighting the difference between the changes in your data.

Should I add a grid to my waterfall chart?

It's a good idea. Leaving the grid, especially the horizontal lines that connect the bars draws the reader's eye across the graph from left to right and makes the financial chart easier to analyze. 

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