We give essential design tips and a "makeover" of common market research quantitative charts within Powerpoint, in order to deliver clearer and more concise story-telling.
The full webinar recording (accessible from www.q-researchsoftware.com) includes a brief demonstration of how to automate the production and updating of PowerPoint charts, tables and figures using our software (Q). Complementing this is a brief tour of Displayr (the online reporting/dashboarding companion).
4. Todayβs MAKEOVER event!
1. 5 design tips for better-looking slides
2. MAKEOVER charts - to tell a clearer story
3. Automation of PowerPoint charting
4. Complementing with online reporting
5. Todayβs MAKEOVER event!
1. 5 design tips for better-looking slides
2. MAKEOVER charts - to tell a clearer story
3. Automation of PowerPoint charting
4. Complementing with online reporting
Market Research
Data Science
Graphic Design
Customer Success
11. The story makes the numbers interesting.
The numbers make the story credible.
12. Title relating to topic area
xxx
Possible sub-title
Question name
Footer info (eg; base)
Bit of commentary that is mostly descriptive and obvious.
Arresting insight headline that links
to the research problem!
Key points
Clear & captivating charts / figures / mnemonics
Linking data
Main point is the data,
or we just say something about it that
may eventually link to story
The main point tells story,
which is supported by data
Data-focused Story-focused
14. And reportingβ¦!
ANALYSIS
β’ Shortcuts to finding the story
β’ DIY advanced analysis
β’ Instant updates
(no syntax required)
REPORTING
β’ Greater array of visualizations
β’ Directly generate charts in PPT
(and tables)
β’ Automatic updating of slides
15. ONE CLICK
OLD SCHOOL Q
β’ Cut and paste data
β’ Manipulating data
β’ Checking for errors
β’ Finding and fixing errors
β’ Repeat (x1000)
16. More time to do
more of this!
Help to
make these+ =
Time is of the essence as a researcher!
Save time
doing this
18. 1 Design tip 1: Good colour
οΌ Selective use
οΌ Generate a palette β eg: https://coolors.co/
οΌ Consider tone (grayscale)
οΌ Set up in Slide Master
23. Better in black and white
4%
9%
13%
12%
14%
16%
7%
12%
19%
17%
29%
25%
15%
34%
25%
31%
23%
42%
42%
8%
17%
24%
11%
5%
32%
38%
26%
17%
24%
13%
Coca-Cola
Pepsi
Coke Zero
Pepsi Max
Diet Coke
Diet Pepsi
Hate Dislike Neither like nor dislike Like Love
25. In addition to sorting:
οΌ Use color gradient
οΌ Decreasing size
Coke Zero - When 'at home'
Coca-Cola - When 'at home'
Coke Zero - When 'out and about'
Diet Coke - When 'at home'
Pepsi Max - When 'at home'
Coca-Cola - When 'out and about'
Pepsi Max - When 'out and about'
Diet Coke - When 'out and about'
Pepsi - When 'at home'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Diet Pepsi - When 'at home'
2 Design tip 2: Scale color/size
26. Coke Zero - When 'at home'
Coca-Cola - When 'at home'
Coke Zero - When 'out and about'
Diet Coke - When 'at home'
Pepsi Max - When 'at home'
Coca-Cola - When 'out and about'
Pepsi Max - When 'out and about'
Diet Coke - When 'out and about'
Pepsi - When 'at home'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Diet Pepsi - When 'at home'
BEFORE
27. Coke Zero - When 'at home'
Coca-Cola - When 'at home'
Coke Zero - When 'out and about'
Diet Coke - When 'at home'
Pepsi Max - When 'at home'
Coca-Cola - When 'out and about'
Pepsi Max - When 'out and about'
Diet Coke - When 'out and about'
Pepsi - When 'at home'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Diet Pepsi - When 'at home'
0
5
10
15
20
25
30
35
40
45
50
55
60
65
70
75
80
85
90
95
100
28.
29. οΌ Arrange content on slide
into implicit rectangles
3 Design tip 3: Form rectangles
30. 0% 20% 40% 60% 80%
Colleague recommendation
Previous work together
Affordability of services
National reputation
Local knowledge
Content expertise
Demonstration of results
% selecting given attribute
Demonstration effectiveness is most important
consideration when selecting a provider
In general, what attributes are the most important to you in selecting a service provider?
(Choose up to 3)
Affordability and experience
working together previously,
which were hypothesized to be
very important in the decision
making process, were both cited
less frequently as important
attributes.
Survey shows that
demonstration of results is the
single most important
dimension when choosing a
service provider.
31. 0% 20% 40% 60% 80%
Demonstration of results
Content expertise
Local knowledge
National reputation
Affordability of services
Previous work together
Colleague recommendation
% selecting given attribute
In general, what attributes are the most important to you in selecting a service provider?
(Choose up to 3)
Demonstration of results is the single
most important dimension when choosing
a service provider.
Affordability and experience working
together previously, which were
hypothesized to be important in the
decision-making process, were both cited
less frequently as important attributes.
Demonstration effectiveness is most important
consideration when selecting a provider
32. 0% 20%40%60%80%
Colleague recommendation
Previous work together
Affordability of services
National reputation
Local knowledge
Content expertise
Demonstration of results
% selecting given attribute
Demonstration effectiveness
is most important consideration when
selecting a provider
In general, what attributes are the most important to
you in selecting a service provider?
Survey shows that
demonstration of results
is the single most
important dimension
when choosing a
service provider.
Affordability and
experience working
together previously, which
were hypothesized to be
very important in the
decision making process,
were both cited less
frequently as important
attributes.
0% 20% 40% 60% 80%
Demonstration of results
Content expertise
Local knowledge
National reputation
Affordability of services
Previous work together
Colleague recommendation
% selecting given attribute
In general, what attributes are the most important to you in selecting a service provider?
(Choose up to 3)
Demonstration of results is the
single most important dimension
when choosing a service provider.
Affordability and experience
working together previously,
which were hypothesized to be
important in the decision-making
process, were both cited less
frequently as important attributes.
Demonstration effectiveness is most important consideration
when selecting a provider
BEFORE
34. 0 βββββββ
50 βββββββ
100 βββββββ
150 βββββββ
200 βββββββ
250 βββββββ
300 βββββββ
350 βββββββ
400 βββββββ
450 βββββββ
January 2017 February 2017 March 2017 April 2017 May 2017 June 2017
Coca-Cola
Diet Coke
Coke Zero
Pepsi
Diet Pepsi
Pepsi Max
BEFORE
35. 0 βββββββ
50 βββββββ
100 βββββββ
150 βββββββ
200 βββββββ
250 βββββββ
300 βββββββ
350 βββββββ
400 βββββββ
450 βββββββ
January 2017 February 2017 March 2017 April 2017 May 2017 June 2017
Coca-Cola
Diet Coke
Coke Zero
Pepsi Max
Pepsi
Diet Pepsi
36. οΌ Changing the size of slopes on
charts to have an average value
of around 45Β°.
45Β°
5 Design tip 5: Bank to 45 degrees
37. 0 βββββββ
50 βββββββ
100 βββββββ
150 βββββββ
200 βββββββ
250 βββββββ
300 βββββββ
350 βββββββ
400 βββββββ
450 βββββββ
January 2017 February 2017 March 2017 April 2017 May 2017 June 2017
BEFORE
Coca-Cola
Diet Coke
Coke Zero
Pepsi Max
Pepsi
Diet Pepsi
38. 0 βββββββ
50 βββββββ
100 βββββββ
150 βββββββ
200 βββββββ
250 βββββββ
300 βββββββ
350 βββββββ
400 βββββββ
450 βββββββ
January
2017
February
2017
March
2017
April
2017
May
2017
June
2017
0 βββββββ
50 βββββββ
100 βββββββ
150 βββββββ
200 βββββββ
250 βββββββ
300 βββββββ
350 βββββββ
400 βββββββ
450 βββββββ
45Β°
Coca-Cola
Diet Coke
Coke Zero
Pepsi Max
Pepsi
Diet Pepsi
Coca-Cola
Diet Coke
Coke Zero
Pepsi Max
Pepsi
Diet Pepsi
39. 0 βββββββ
50 βββββββ
100 βββββββ
150 βββββββ
200 βββββββ
250 βββββββ
300 βββββββ
350 βββββββ
400 βββββββ
450 βββββββ
January
2017
February
2017
March
2017
April
2017
May
2017
June
2017
Coca-Cola
Diet Coke
Coke Zero
Pepsi Max
Pepsi
Diet Pepsi
40. Simple can be harder than complex: You have to
work hard to get your thinking clean to make it
simple. But itβs worth it in the end because once
you get there, you can move mountains.
S T E V E J O B S
43. SORT BY MAGNITUDE PLEASE!
91%
65%
26%
22%
11%
10%
6%
2%
1%
traditional
older
rebellious
open to new experiences
innocent
sleepy
feminine
health-conscious
weight-conscious
BEFORE
48. OR JUST USE A FOOTNOTE
43%
38%
26%
11%
8%
6%
6%
6%
Apple
Google
Coca-Cola
Microsoft
Toyota
IBM
Samsung
Amazon
All other brands <4% mentions (full list in Appendix)
64. Total sample; Unweighted; base n = 600 TYPICAL SCALE QUESTION
BEFORE
4%
9%
13%
12%
14%
16%
7%
12%
19%
17%
29%
25%
15%
34%
25%
31%
23%
42%
42%
8%
17%
24%
11%
5%
32%
38%
26%
17%
24%
13%
Coca-Cola
Pepsi
Coke Zero
Pepsi Max
Diet Coke
Diet Pepsi
Hate Dislike Neither like nor dislike Like Love
65. Total sample; Unweighted; base n = 600
74
46
44
41
35
19
Coca-Cola
Pepsi
Coke Zero
Pepsi Max
Diet Coke
Diet Pepsi
Hate Dislike Like Love
NEGATIVE SWING + SORT + MILLERβS LAW + TOP 2 BOX
67. WHATβS THE STORY HERE?
67
SIMPLIFY!
-19 17
Attribute A
Attribute F
Attribute E
Attribute P
Attribute D
Attribute G
Attribute X
Attribute Q
Attribute C
Attribute J
Attribute L
Attribute H
Attribute M
Attribute Q
Attribute B
Attribute V
68. 0%
10%
20%
30%
40%
50%
60%
Under 30 30 to 34 35 to 39 40 to 44 45 to 49 50 to 54 55+
Coca-Cola Diet Coke Coke Zero Pepsi Diet Pepsi Pepsi Max
HARD TO FOLLOW THE TREND OVER AGE
BEFORE
70. 55% 53% 53%
25%
33%
43%
35%
3% 9%
21%
21% 5%
6%
13%
16% 10%
21%
21%
26%
22%
14%
5% 12%
5%
19% 26%
7%
7%
18% 16%
12% 9%
19%
25%
Under 30 30 to 34 35 to 39 40 to 44 45 to 49 50 to 54 55+
AREA + REMOVE LEGEND
Coca-Cola
Diet Coke
Coke Zero
Pepsi Max
Pepsi
Diet Pepsi
71. NO & DONβT KNOW ARE REDUNDANT!
BEFORE
69% 66%
59% 59%
49% 51%
56%
15% 24%
21% 21%
25% 27%
30%
16%
10%
21% 21%
26% 22%
14%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Under 30 30 to 34 35 to 39 40 to 44 45 to 49 50 to 54 55+
Don't know
No
Yes
72. ADD A TREND LINE (BANKED TO 45-DEGREES)
69% 66% 59% 59% 49% 51% 56%
40%
45%
50%
55%
60%
65%
70%
75%
Under 30 30 to 34 35 to 39 40 to 44 45 to 49 50 to 54 55+
73. GRADIENT APPLIED TO AREA CHART + TREND ARROW OVERLAY
40%
45%
50%
55%
60%
65%
70%
75%
Under 30 30 to 34 35 to 39 40 to 44 45 to 49 50 to 54 55+
75. 75
1.7 βββββββ
1.9 βββββββ
1.6 βββββββ
0.9 βββββββ 0.8 βββββββ
0.7 βββββββ0.6 β
0.9 β
2.4 β
0.3 βββββββ
0.5 βββββββ
0.4 βββββββ
0.3 βββββββ 0.3 βββββββ 0.3 βββββββ
0.8 βββββββ 0.9 βββββββ
1.1 βββββββ
3.2 βββββββ
3.8 βββββββ
3.1 βββββββ
2.5 βββββββ 2.6 βββββββ
1.9 βββββββ
3.8 βββββββ
3.9 βββββββ
4.1 βββββββ
0.5 βββββββ
0.6 βββββββ
0.4 βββββββ
0.1 βββββββ
0.2 βββββββ
0.1 βββββββ
1.6 βββββββ 1.6 βββββββ
1.9 βββββββ
Qtr 1 Qtr 2 Qtr 3
Coca-Cola - When 'out and about'
Diet Coke - When 'out and about'
Coke Zero - When 'out and about'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Pepsi Max - When 'out and about'
Coca-Cola - When 'at home'
Diet Coke - When 'at home'
Coke Zero - When 'at home'
Pepsi - When 'at home'
Diet Pepsi - When 'at home'
Pepsi Max - When 'at home'
BUT TREND/LINE CHARTS CAN LOOK LIKE SPAGHETTI
BEFORE
76. 76
4.1
3.1
2.4
1.9
1.9
1.6
1.1
0.7
0.4
0.4
0.3
0.1
Coke Zero - When 'at home'
Coca-Cola - When 'at home'
Coke Zero - When 'out and about'
Diet Coke - When 'at home'
Pepsi Max - When 'at home'
Coca-Cola - When 'out and about'
Pepsi Max - When 'out and about'
Diet Coke - When 'out and about'
Pepsi - When 'at home'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Diet Pepsi - When 'at home'
0.6
0.9
2.4
Qtr 1 Qtr 2 Qtr 3
Q2: How many colas have you consumed?
Base: All, all quarters base n = 200.
SPARKLINES! (SMALL MULTIPLES)
77. 77
1.7 βββββββ
1.9 βββββββ
1.6 βββββββ
0.9 βββββββ 0.8 βββββββ
0.7 βββββββ0.6 β
0.9 β
2.4 β
0.3 βββββββ
0.5 βββββββ
0.4 βββββββ
0.3 βββββββ 0.3 βββββββ 0.3 βββββββ
0.8 βββββββ 0.9 βββββββ
1.1 βββββββ
3.2 βββββββ
3.8 βββββββ
3.1 βββββββ
2.5 βββββββ 2.6 βββββββ
1.9 βββββββ
3.8 βββββββ
3.9 βββββββ
4.1 βββββββ
0.5 βββββββ
0.6 βββββββ
0.4 βββββββ
0.1 βββββββ
0.2 βββββββ
0.1 βββββββ
1.6 βββββββ 1.6 βββββββ
1.9 βββββββ
Qtr 1 Qtr 2 Qtr 3
Coca-Cola - When 'out and about'
Diet Coke - When 'out and about'
Coke Zero - When 'out and about'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Pepsi Max - When 'out and about'
Coca-Cola - When 'at home'
Diet Coke - When 'at home'
Coke Zero - When 'at home'
Pepsi - When 'at home'
Diet Pepsi - When 'at home'
Pepsi Max - When 'at home'
BUT TREND/LINE CHARTS CAN LOOK LIKE SPAGHETTI
BEFORE
78. 78
4.1
3.1
2.4
1.9
1.9
1.6
1.1
0.7
0.4
0.4
0.3
0.1
Coke Zero - When 'at home'
Coca-Cola - When 'at home'
Coke Zero - When 'out and about'
Diet Coke - When 'at home'
Pepsi Max - When 'at home'
Coca-Cola - When 'out and about'
Pepsi Max - When 'out and about'
Diet Coke - When 'out and about'
Pepsi - When 'at home'
Pepsi - When 'out and about'
Diet Pepsi - When 'out and about'
Diet Pepsi - When 'at home'
0.6
0.9
2.4
Qtr 1 Qtr 2 Qtr 3
Q2: How many colas have you consumed?
Base: All, all quarters base n = 200.
SPARKLINES! (SMALL MULTIPLES)