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Data Storytelling 1664841601
Data Storytelling 1664841601
Brent Dykes
Author of Effective Data Storytelling
Founder, AnalyticsHero, LLC
@analyticshero
What is Data Storytelling?
@analyticshero
What is Data Storytelling?
@analyticshero
“The ability to take data—to be able
to understand it, to process it, to
extract value from it, to visualize it,
to communicate it—that’s going to
be a hugely important skill in
the next decades."
Hal Varian, Google Chief Economist
@analyticshero
“The ability to take data—to be able
to understand it, to process it, to
Find insights extract value from it, to visualize
it, to communicate it—that’s going
to be a hugely important skill in
the next decades."
Hal Varian, Google Chief Economist
@analyticshero
“The ability to take data—to be able
to understand it, to process it, to
extract value from it, to visualize
Explain insights it, to communicate it—that’s going
to be a hugely important skill in
the next decades."
Hal Varian, Google Chief Economist
@analyticshero
Every Data Story Begins with an Insight
Customers are
buying more of
Sales our products
increased due to a recall
200%! announced by
our main
Observation Insight competitor.
“Hmm…” “Aha…”
Going from Observations to Action
@analyticshero
“The numbers
speak for
themselves”
@analyticshero
The Analytics Path to Value
Small Insights Can
Be Acted on by
Individuals
Bigger Insights Require Communication
Budget? Coordination?
Approval? Resources? Buy-in?
Effective
Communication
Bigger Insights Require Communication
No Budget No Coordination
No Approval No Resources No Buy-in
Poor
Communication
4 Key Communication Objectives
GOAL
Act
Remember
Understand
Attention
Confidential: For Internal Use Only
Incomplete Analytics Path to Value
Action
Revised Analytics Path to Value
Effective Data
Communication
Every insight
invites change
"Storytelling is the
most powerful
way to put ideas
into the world Robert McKee
today." Screenwriting
guru & professor
Stories Beat Statistics
LOGIC EMOTION
Shields Up
Audience is critical
FACTS & skeptical.
Shields Down
Audience drops its
analytical guard.
STORIES
@analyticshero
The Innate Power of Stories
Our bedroom. For sale:
Two voices. Baby shoes,
I knock. never worn.
SIX WORD
STORIES
LOGIC EMOTION
Data Storytelling
of Data
Storytelling
DATA
EXPLAIN: NARRATIVE VISUALS
Narrative +
Data
DATA
ENLIGHTEN: NARRATIVE VISUALS
Data +
Visuals
DATA
ENGAGE:
Engage
NARRATIVE VISUALS
Narrative +
Visuals
DATA
Engage
Influence NARRATIVE VISUALS
data stories
DATA
Data Storytelling
@analyticshero
Narrative: The Structure
of Your Data Story
@analyticshero
Match the Narrative to the Audience
@analyticshero
Message and Audience Alignment
END
Road
back Refusal
Cross the
Ordeal
threshold
Initiation
Climax
Inciting
Incident Resolution
Exposition Denouement
Data Storytelling Arc
3 Aha Moment
Major finding or
central insight
2 Rising
Insights
Supporting details
that reveal deeper
insights into the
problem or
4 Solution & Next Steps
Potential options
& recommendation
opportunity
1
Setting
& Hook
Background on
current situation, Audience’s knowledge is
character(s) & enriched & likelihood to
hook act is increased
DATA STORYTELLING
Data Storytelling ARC
Arc in IN ACTION
Action
38% A
B
C
What is status What What other What is the What are the
quo? What influenced or supporting impact if options? What
unexpectedly contributed to evidence is nothing is the best
changed? the change? needed or changes? course of
helpful? action?
@analyticshero
Visuals: The Scenes of Your Data Story
@analyticshero
Transition from Exploring to Explaining
Discover Communicate
Exploratory Explanatory
What Patterns Do You See?
1 2 3 4
x1 y1 x2 y2 x3 y3 x4 y4
10 8.04 10 9.14 10 7.46 8 6.58
8 6.95 8 8.14 8 6.77 8 5.76
13 7.58 13 8.74 13 12.74 8 7.71
9 8.81 9 8.77 9 7.11 8 8.84
11 8.33 11 9.26 11 7.81 8 8.47
14 9.96 14 8.1 14 8.84 8 7.04
6 7.24 6 6.13 6 6.08 8 5.25
4 4.26 4 3.1 4 5.39 19 12.5
12 10.84 12 9.13 12 8.15 8 5.56
7 4.82 7 7.26 7 6.42 8 7.91
5 5.68 5 4.74 5 5.73 8 6.89
1 2 3 4
14 14 14 14
12 12 12 12
10 10 10 10
8 8 8 8
y1
y2
6 6 6 6
y3
y4
4 4 4 4
2 2 2 2
2 4 6 8 10 12 14 16 2 4 6 8 10 12 14 16 2 4 6 8 10 12 14 16 2 4 6 8 10 12 14 16 18 20
x1 x2 x3 x4
Understanding Human Perception
Simplicity
Continuity Closure Connection (Prägnanz)
Preattentive Attributes > Importance
Position &
Color Alignment Size Intensity Orientation Shape
A B C
Green Red
Visual Comparison: Size
Small Large
Visual Comparison: Position
High
Low High
5 Steps for Better Visual Storytelling
1 Identify the right data
Identify Right Data for Your Data Story
Calculated metrics may be more
insightful than total values.
Country Country
Revenue Customers Revenue
€12M 3,000 €12M
€5,000
10M 2,500 10M
Revenue per customer
8M 2,000 8M
6M 1,500 6M €2,829
4M 1,000 4M
2M 500 2M
0 0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
@analyticshero
Identify Right Data for Your Data Story
Contextual data may make
your visual more insightful.
Country Country
Revenue Customers Revenue (2018)
€12M 3,000 €12M €5,600
€5,200
10M 2,500 10M €5,000 Revenue per
customer
(2019)
8M 2,000 8M
6M 1,500 6M €2,829
Revenue per
customer
4M 1,000 4M (2020)
2M 500 2M
0 0 0
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
@analyticshero
Identify Right Data for Your Data Story
Variance may better highlight key
differences that you’re trying to expose.
-€10K
-€20K
-€30K
-€60K
Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun
@analyticshero
5 Steps for Better Visual Storytelling
1 Identify the right data
2 Choose the right visualisations
Graphical Methods Vary in Effectiveness
Length
Curvature Shading
Position
Position along along non- Direction
common scale aligned scale Color
Area Volume Saturation
Angle
Cleveland & McGill (1984). Graphical perception: Theory, experimentation, and application to the
development of graphical methods. Journal of American Statistical Association. 79(387): 531-554.
All Charts Are Not Created Equal
Bar charts don’t necessarily need
value labels to convey differences.
Other
Savings Checking
Nurse 30%
10%
CDs 29% Savings
Nurse Practitioner 29%
15%
MoneyAssistant
Physician Market 16%
Other
Checking
Nurse
Savings
Savings
Nurse Practitioner CDs
Money
Physician Market
Assistant
CDs
Physician What % of
total accounts
do these Money
Other
Other
represent? Market
Checking
@analyticshero
5 Steps for Better Visual Storytelling
1 Identify the right data
2 Choose the right visualisations
3 Calibrate visuals to your message
Anticipate Your Audience’s Comparison Needs
Changing the orientation of a chart can
make it easier to compare key values.
Product C Segment 3
Product D Product B Segment 1
Product E Segment 2
Segment 2 Product A Segment 3
Product B Product C Segment 1
Return
Product C Segment 2
Product D Not so easy Segment 3
Product E to compare Product D Segment 1
Product A Segment 2
Much easier
Segment 3
to compare
Product B Segment 3
Premium
Orders Orders
@analyticshero
Anticipate Your Audience’s Comparison Needs
Panel bar charts offer each category its
own baseline for easier visual inspection.
Germany
Northeast Provider A Provider A Provider A
Germany
Northeast €918K
France
West €813K France
West Provider B Provider B Provider B
Spain
Central €750K
Spain
Central Provider C Provider C Provider C
Southeast
UK €710K
Southeast
UK Provider D Provider D Provider D
0 €200K €400K €600K €800K €1,000K
€1.0B
Germany
Northeast Provider A €210K
Provider A Provider A
Germany
Northeast €918K
France
West €813K France
West Provider B €180K
Provider B Provider B
Spain
Central €750K
Spain
Central Provider C €205K
Provider C Provider C
Southeast
UK €710K
Southeast
UK Provider D €225K
Provider D Provider D
0 €200K €400K €600K €800K €1,000K
€1.0B
Noise
4 Ways to Reduce the Noise in Your Visuals
1 2 3 4
Remove Aggregate Less Separate Data Remove
Surplus Data Important Data Layers Chartjunk
Remove Surplus Data that Isn’t Needed
Ask yourself what is essential to making
your point. Remove what’s unnecessary.
€100K €100K
Product A
Product A
€80K Product B
€80K Product C
Product C Product E
€40K Product F
€40K
Product G
€20K Product H
€20K
0 0
Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
@analyticshero
Aggregate Less Important Information
To simplify charts, you can aggregate less
critical data to reduce the cognitive load.
Aggregate
Switzerland Switzerland
6% Other
UK 6% Countries
Germany 6% 30% 30%
Italy 39%
Austria
6% 19,631 19,631
France units units
7% sold sold
Belgium
Hungary 8% 13% 13%
Portugal
9% 9% 9% UK
Spain
9%
Italy Germany
@analyticshero
Separate Data Layers
To reduce noise, you can break apart
data series into separate charts.
Top Products by Revenue Top Products by Revenue
€120K Product A Product B Product C
€120K $120K $120K
€90K $90K $90K
Jan-20
Jun-20
Jul-20
Aug-20
Apr-20
Mar-20
Feb-20
May-20
Jun-20
Jul-20
Aug-20
Jan-20
Mar-20
Apr-20
Feb-20
May-20
Jun-20
Jul-20
Aug-20
Jan-20
Mar-20
Apr-20
Feb-20
May-20
€80K Product B
Product D Product E Product F
Product C €120K $120K $120K
€90K $90K $90K
€60K Product D
€60K $60K $60K
Product E €30K $30K $30K
0 $0K $0K
Product F
Jun-20
Jul-20
Aug-20
Jun-20
Jul-20
Aug-20
Jun-20
Jul-20
Aug-20
Jan-20
Jan-20
Jan-20
Mar-20
Apr-20
Mar-20
Apr-20
Mar-20
Apr-20
Feb-20
May-20
Feb-20
May-20
Feb-20
May-20
€40K
Product G
Product G Product H
€120K $120K
Product H
€20K €90K $90K
€60K $60K
€30K $30K
0 $0K
0
Jan-20
Jun-20
Jul-20
Aug-20
Jan-20
Jun-20
Jul-20
Aug-20
Apr-20
Apr-20
Feb-20
Mar-20
Feb-20
Mar-20
May-20
May-20
Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
@analyticshero
Remove the Chartjunk
Remove non-essential chart elements to
help the data communicate more clearly.
Product Sales in Q4 Product Sales in Q4
Revenue Revenue
€ 1,400,000.00 € 1.4M
$1M,400K
Product B
€ 1,200,000.00 1.2M
$1M,200K
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WHY
Why Visual VISUAL
Design DESIGN MATTERS
Matters
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239485120495239076746
112820205646844036979
938228201654547163812
620156514173783920198
295826012386431242993
WHY
Why Visual VISUAL
Design DESIGN MATTERS
Matters
109483792478394836374
893043171628302365430
239485120495239076746
112820205646844036979
938228201654547163812
620156514173783920198
295826012386431242993
Highlight What Matters with Color
Use color and grayscale to draw attention
while still providing context.
Product F
€40K €40K
Product G
Product H
€20K €20K
0 0
Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
@analyticshero
Highlight What Matters with Color
Use a bold color with light colors to draw
attention while still providing context.
Product F
€40K €40K
Product G
Product H
€20K €20K
0 0
Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
@analyticshero
Highlight What Matters with Text
Text can be used to steer attention to
what’s most important in a chart.
Top Products by Revenue Product C: Revenue grew 94% over the past 8 months
€120K €120K
€80K €80K
€60K €60K
€40K €40K
€20K €20K
0 0
Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20
@analyticshero
Use Content Staging to Reveal Insights
Use animations to break up the
content into manageable portions.
Product Category Performance – Last 6 Months Product Category Performance – Last 6 Months
€200K €200K
€180K €180K
€160K €160K
€140K €140K
Revenue Revenue
€120K €120K
€100K €100K
@analyticshero
Use Content Staging to Reveal Insights
Use animations to break up the
content into manageable portions.
Product Category Performance – Last 6 Months Product Category Performance – Last 6 Months
€200K €200K
€180K €180K
€160K €160K
€140K €140K
Revenue Revenue
€120K €120K
€100K €100K
@analyticshero
Use Content Staging to Reveal Insights
Use animations to break up the
content into manageable portions.
Product Category Performance – Last 6 Months Product Category Performance – Last 6 Months
€200K €200K
€180K €180K
€160K €160K
€140K €140K
Revenue Revenue
€120K €120K
€100K €100K
@analyticshero
Use Content Staging to Reveal Insights
Use animations to break up the
content into manageable portions.
Product Category Performance – Last 6 Months Product Category Performance – Last 6 Months
€200K €200K
€180K €180K
€160K €160K
€140K €140K
Revenue Revenue
€120K €120K
€100K €100K
@analyticshero
Childbed Fever
Mortality Rates
20% Average
9.9%
15% First Clinic
(Doctors)
10% Average
3.9%
Second Clinic
5% (Midwives)
Ignaz Semmelweis
0%
“Savior of Mothers”
1818-1865 1841 1842 1843 1844 1845 1846
Accurate
Engage
NARRATIVE VISUALS
Valuable CHANGE
Actionable
DATA
Ignaz Semmelweis
“Savior of Mothers”
1818-1865 Adopted
Nightingale: Reducing Army Mortality Rates
Florence Nightingale
1820-1910 Wounds
Other
10%
1823: Vienna Hospital
8% begins pathological
autopsies.
6%
4% 3.5% Vienna
Maternity
Ward
2%
Dublin
Maternity
0% Hospital
Semmelweis: Where He Went Wrong
500+ pages
60+ tables
Important Insights Require Data Storytellers
Nightingale
Insight Data Story Change
Snow
Insight Data Story Change
Semmelweis NO
“Numbers have an
important story to tell.
They rely on you to give
them a clear and
convincing voice.”
Stephen Few
Data Viz Expert
LEARN MORE . . .
Questions?
@analyticshero
Linkedin.com/in/brentdykes
Brent@analyticshero.com
Effectivedatastorytelling.com
(Download Chapter 1 for free)