Portfolio visualization – PivotGraphs

Without being able to show actual graphics from the data I’m working on, due to confidentiality with my employer, this post is a note on a good technique I’ve found that could be helpful to others in the portfolio management space

I’m finding PivotGraphs a powerful tool to visualize and communicate portfolio interactions. One example would be how different vehicles in a manufacturer’s portfolio interact with each other. Through proper aggregation, it provides insigths that a traditional segmentation will miss.

Here is how a PivotChart looks like, linking to an IBM research article on the topic:

PivotCharts are not related to Excel PivotTables at all