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[all.the.work.things]
4 Tips to Make Your
Presentations, Dashboards and Reports
 AWESOME 
(in 5 minutes or less)
[all.the.work.things]
[all.the.work.things]
How do you know if your visual is…
Effective?
Communicating your message?
…any good?
It’s Simple Act...
[all.the.work.things]
(Hi, my name is
Rich.)
[all.the.work.things]
(Hi, my name is
Rich.)
If you like this, please share it! More things I wrote
[all.the.work.things]
What does this mean? (Why should anyone care?)
0
50
100
150
200
250
2015 2016 2017 2018 2019 2020 20...
[all.the.work.things]
Summarize your message (one sentence)
Put it at the top of your report or data visualization
0
50
10...
[all.the.work.things]
Summarize your message (one sentence)
Put it at the top of your report or data visualization
0
50
10...
[all.the.work.things]
[all.the.work.things]
Using 3D charts is
great if you want to:
Waste space
Distort reality
Distract people
(check out a 3D...
[all.the.work.things]
Vs.2D
There are 4 data points.
[all.the.work.things]
Vs.2D
7 Colors?
There are 4 data points.
4 Colors.
MATH: 7 ≠ 4
[all.the.work.things]
Vs. 2D
T w i c e t h e S p a c e for the Same Information
[all.the.work.things]
Vs. 2D
T w i c e t h e S p a c e for the Same Information
(because you probably have extra space you...
[all.the.work.things]
Here’s the #1 Reason why 3D things are BAD
[all.the.work.things]
Vs. 2D
These are all 25%.
25%
25%25%
25%
[all.the.work.things]
Vs. 2D
THEY ARE ALL DIFFERENT SIZES!
25%
25%25%
25%
These are all 25%.
(that’s not confusing at all.)
[all.the.work.things]
Vs. 2D
(…in opposite world)
25%
25%25%
25%
(that’s not confusing at all.)
THEY ARE ALL DIFFERENT SIZ...
[all.the.work.things]
Vs. 2D
3D stuff. You may be tempted.
[all.the.work.things]
Vs. 2D
3D stuff. You may be tempted.
DON’T DO IT.
[all.the.work.things]
Are you finding this useful?
CLICK MY BRAIN
Get more stuff like this
in your inbox, for free
[all.the.work.things]
3 Easy Points To Remember.
[all.the.work.things]
Point 1:
Reserve Green, Yellow, Red for STATUS
[all.the.work.things]
Point 1:
Reserve Green, Yellow, Red for STATUS
[red] = stop | bad
[yellow] = pause | caution
[green]...
[all.the.work.things]
Point 2: Use Color Consistently
US
Canada
South America
Central America
US
Germany
France
Italy
Mark...
[all.the.work.things]
Point 2: Use Color Consistently
US
Canada
South America
Central America
US
Germany
France
Italy
Mark...
[all.the.work.things]
Point 2: Use Color Consistently
US
Canada
South America
Central America
US
Germany
France
Italy
Mark...
[all.the.work.things]
Point 2: Use Color Consistently
US
Canada
South America
Central America
US
Germany
France
Italy
Mark...
[all.the.work.things]
Point 2: Use Color Consistently
US
Canada
South America
Central America
US
Germany
France
Italy
Mark...
[all.the.work.things]
Point 2: Use Color Consistently
US
Canada
South America
Central America
US
Germany
France
Italy
Mark...
[all.the.work.things]
Point 3: Beware Colorblindness!
If 3 white men review your report…
[all.the.work.things]
Point 3: Beware Colorblindness!
If 3 white men review your report…
There’s a 22% chance at least one...
[all.the.work.things]
Point 3: Beware Colorblindness!
If 3 white men review your report…
There’s a 22% chance at least one...
[all.the.work.things]
The right chart makes sure your message gets transmitted
[all.the.work.things]
You Want To Show:
Square Area to Fill?
0% 25% 50% 75% 100%
Percentages of a Whole (a breakdown).
Use...
[all.the.work.things]
You Want To Show:
Square Area to Fill?
0% 25% 50% 75% 100%
Percentages of a Whole (a breakdown).
Use...
[all.the.work.things]
You Want To Show:
Square Area to Fill?
0% 25% 50% 75% 100%
Examples: “X broken down by “Y”.
• Revenu...
[all.the.work.things]
You Want To Show:
How something compares to a single measure.
Use a Bar Chart.
0 20 40 60 80 100
Thi...
[all.the.work.things]
You Want To Show:
How something compares to a single measure.
Use a Bar Chart. But make sure to sort...
[all.the.work.things]
You Want To Show:
How something compares to 2 different measures.
Use a Scatter Plot.
0
2
4
6
8
10
0...
[all.the.work.things]
You Want To Show:
How something compares to 2 different measures.
Use a Scatter Plot.
0
2
4
6
8
10
0...
[all.the.work.things]
You Want To Show:
How something compares to 2 different measures.
Use a Scatter Plot.
0
2
4
6
8
10
0...
[all.the.work.things]
You Want To Show:
The Status of Something (On Track, At Risk, etc.)
[all.the.work.things]
You Want To Show:
The Status of Something (On Track, At Risk, etc.)
Is the Scale Obvious?
Use a Stat...
[all.the.work.things]
You Want To Show:
The Status of Something (On Track, At Risk, etc.)
Is the Scale Obvious? Is the Sca...
[all.the.work.things]
You Want To Show:
The Status of Something (On Track, At Risk, etc.)
Is the Scale Obvious? Is the Sca...
[all.the.work.things]
In Conclusion...
Communicating Data Requires Thinking.
[all.the.work.things]
In Conclusion...
Communicating Data Requires Thinking.
The more Thinking YOU Do...
[all.the.work.things]
In Conclusion...
Communicating Data Requires Thinking.
The more Thinking YOU Do... The less you burd...
[all.the.work.things]
In Conclusion...
Communicating Data Requires Thinking.
The more Thinking YOU Do... The less you burd...
[all.the.work.things]
Did you find this useful?
(thanks for reading!)
[all.the.work.things]
CLICK MY BRAIN
(free stuff to your inbox)
Did you find this useful?
If you like this, please share i...
[all.the.work.things]
(thanks for reading!)
CLICK MY BRAIN
(free stuff to your inbox)
Did you find this useful?
If you lik...
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4 tips to make your Presentations, Dashboards, and Reports AWESOME (in 5 minutes or less)

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Follow these 4 simple tips to make your dashboards, reports and presentations effective, easy to understand, and impactful. (donuts may or may not be involved)

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4 tips to make your Presentations, Dashboards, and Reports AWESOME (in 5 minutes or less)

  1. 1. [all.the.work.things] 4 Tips to Make Your Presentations, Dashboards and Reports  AWESOME  (in 5 minutes or less)
  2. 2. [all.the.work.things]
  3. 3. [all.the.work.things] How do you know if your visual is… Effective? Communicating your message? …any good? It’s Simple Actually…
  4. 4. [all.the.work.things] (Hi, my name is Rich.)
  5. 5. [all.the.work.things] (Hi, my name is Rich.) If you like this, please share it! More things I wrote
  6. 6. [all.the.work.things] What does this mean? (Why should anyone care?) 0 50 100 150 200 250 2015 2016 2017 2018 2019 2020 2021 2022 Demand Capacity
  7. 7. [all.the.work.things] Summarize your message (one sentence) Put it at the top of your report or data visualization 0 50 100 150 200 250 2015 2016 2017 2018 2019 2020 2021 2022 Demand Capacity WE NEED TO BUILD MORE CAPACITY BY 2019!
  8. 8. [all.the.work.things] Summarize your message (one sentence) Put it at the top of your report or data visualization 0 50 100 150 200 250 2015 2016 2017 2018 2019 2020 2021 2022 Demand Capacity WE NEED TO BUILD MORE CAPACITY BY 2019! NOW: You’ve set the frame for anyone who sees your report! (even if you’re not in the room) (because you may not be)
  9. 9. [all.the.work.things]
  10. 10. [all.the.work.things] Using 3D charts is great if you want to: Waste space Distort reality Distract people (check out a 3D Pie Chart)
  11. 11. [all.the.work.things] Vs.2D There are 4 data points.
  12. 12. [all.the.work.things] Vs.2D 7 Colors? There are 4 data points. 4 Colors. MATH: 7 ≠ 4
  13. 13. [all.the.work.things] Vs. 2D T w i c e t h e S p a c e for the Same Information
  14. 14. [all.the.work.things] Vs. 2D T w i c e t h e S p a c e for the Same Information (because you probably have extra space you’re not using) (…in opposite world)
  15. 15. [all.the.work.things] Here’s the #1 Reason why 3D things are BAD
  16. 16. [all.the.work.things] Vs. 2D These are all 25%. 25% 25%25% 25%
  17. 17. [all.the.work.things] Vs. 2D THEY ARE ALL DIFFERENT SIZES! 25% 25%25% 25% These are all 25%. (that’s not confusing at all.)
  18. 18. [all.the.work.things] Vs. 2D (…in opposite world) 25% 25%25% 25% (that’s not confusing at all.) THEY ARE ALL DIFFERENT SIZES! These are all 25%.
  19. 19. [all.the.work.things] Vs. 2D 3D stuff. You may be tempted.
  20. 20. [all.the.work.things] Vs. 2D 3D stuff. You may be tempted. DON’T DO IT.
  21. 21. [all.the.work.things] Are you finding this useful? CLICK MY BRAIN Get more stuff like this in your inbox, for free
  22. 22. [all.the.work.things] 3 Easy Points To Remember.
  23. 23. [all.the.work.things] Point 1: Reserve Green, Yellow, Red for STATUS
  24. 24. [all.the.work.things] Point 1: Reserve Green, Yellow, Red for STATUS [red] = stop | bad [yellow] = pause | caution [green] = go | good (you can’t always do this, but it’s good to do when you can)
  25. 25. [all.the.work.things] Point 2: Use Color Consistently US Canada South America Central America US Germany France Italy Market: US vs N. Amer. Market: US vs Europe Do these look ok to you?
  26. 26. [all.the.work.things] Point 2: Use Color Consistently US Canada South America Central America US Germany France Italy Market: US vs N. Amer. Market: US vs Europe Do these look ok to you? (HINT: No. They don’t look ok to you)
  27. 27. [all.the.work.things] Point 2: Use Color Consistently US Canada South America Central America US Germany France Italy Market: US vs N. Amer. Market: US vs Europe Different Colors for the Same Variable
  28. 28. [all.the.work.things] Point 2: Use Color Consistently US Canada South America Central America US Germany France Italy Market: US vs N. Amer. Market: US vs Europe Different Colors for the Same Variable Identical Colors for Different Variables IDEA: Use the same colors for the same things!
  29. 29. [all.the.work.things] Point 2: Use Color Consistently US Canada South America Central America US Germany France Italy Market: US vs N. Amer. Market: US vs Europe AHHHHHHH much better.
  30. 30. [all.the.work.things] Point 2: Use Color Consistently US Canada South America Central America US Germany France Italy Market: US vs N. Amer. Market: US vs Europe AHHHHHHH much better. (consistent pie charts are happy pie charts)
  31. 31. [all.the.work.things] Point 3: Beware Colorblindness! If 3 white men review your report…
  32. 32. [all.the.work.things] Point 3: Beware Colorblindness! If 3 white men review your report… There’s a 22% chance at least one of them is colorblind!
  33. 33. [all.the.work.things] Point 3: Beware Colorblindness! If 3 white men review your report… There’s a 22% chance at least one of them is colorblind! Use this handy chart to design to avoid confusion. [click here for the source]
  34. 34. [all.the.work.things] The right chart makes sure your message gets transmitted
  35. 35. [all.the.work.things] You Want To Show: Square Area to Fill? 0% 25% 50% 75% 100% Percentages of a Whole (a breakdown). Use a Pie Chart. (the most delicious of all charts) Linear Area to Fill? Use a 100% Stacked Bar.
  36. 36. [all.the.work.things] You Want To Show: Square Area to Fill? 0% 25% 50% 75% 100% Percentages of a Whole (a breakdown). Use a Pie Chart. (the most delicious of all charts) Linear Area to Fill? Use a 100% Stacked Bar. Examples: “X broken down by “Y”. • Revenue Broken down by Region. • Hours worked broken down by project. • Donuts consumed broken down by family member.
  37. 37. [all.the.work.things] You Want To Show: Square Area to Fill? 0% 25% 50% 75% 100% Examples: “X broken down by “Y”. • Revenue Broken down by Region. • Hours worked broken down by project. • Donuts consumed broken down by family member. Percentages of a Whole (a breakdown). Use a Pie Chart. (the most delicious of all charts) Linear Area to Fill? Use a 100% Stacked Bar. (I win the last one) Rich Everyone Else
  38. 38. [all.the.work.things] You Want To Show: How something compares to a single measure. Use a Bar Chart. 0 20 40 60 80 100 Thing 1 Thing 2 Thing 3 Thing 4
  39. 39. [all.the.work.things] You Want To Show: How something compares to a single measure. Use a Bar Chart. But make sure to sort it in some logical way. This makes your message clearer. 0 20 40 60 80 100 Thing 2 Thing 1 Thing 4 Thing 3
  40. 40. [all.the.work.things] You Want To Show: How something compares to 2 different measures. Use a Scatter Plot. 0 2 4 6 8 10 0 2 4 6 8 10
  41. 41. [all.the.work.things] You Want To Show: How something compares to 2 different measures. Use a Scatter Plot. 0 2 4 6 8 10 0 2 4 6 8 10 Example: Choosing a Project. (1) Is this project EASY TO DO? (2) Is this project WORTH DOING? hard easy nope yep
  42. 42. [all.the.work.things] You Want To Show: How something compares to 2 different measures. Use a Scatter Plot. 0 2 4 6 8 10 0 2 4 6 8 10 Example: Choosing a Project. (1) Is this project EASY TO DO? (2) Is this project WORTH DOING? …plot a bunch of projects and you can quickly see things that are both EASY and WORTH DOING (let’s do those things!)hard easy nope yep
  43. 43. [all.the.work.things] You Want To Show: The Status of Something (On Track, At Risk, etc.)
  44. 44. [all.the.work.things] You Want To Show: The Status of Something (On Track, At Risk, etc.) Is the Scale Obvious? Use a Status Light. Project Status Build Things Ship Things Profit (we need more donuts)
  45. 45. [all.the.work.things] You Want To Show: The Status of Something (On Track, At Risk, etc.) Is the Scale Obvious? Is the Scale Unknown? Use a Status Light. Use a Status Scale. Project Status Build Things Ship Things Profit Indicator Great! Ok. BAD Who Cares Donut Demand Donut Inventory Broccoli Inventory
  46. 46. [all.the.work.things] You Want To Show: The Status of Something (On Track, At Risk, etc.) Is the Scale Obvious? Is the Scale Unknown? Use a Status Light. Use a Status Scale. Project Status Build Things Ship Things Profit Indicator Great! Ok. BAD Who Cares Donut Demand Donut Inventory Broccoli Inventory (we need more donuts)
  47. 47. [all.the.work.things] In Conclusion... Communicating Data Requires Thinking.
  48. 48. [all.the.work.things] In Conclusion... Communicating Data Requires Thinking. The more Thinking YOU Do...
  49. 49. [all.the.work.things] In Conclusion... Communicating Data Requires Thinking. The more Thinking YOU Do... The less you burden your Audience.
  50. 50. [all.the.work.things] In Conclusion... Communicating Data Requires Thinking. The more Thinking YOU Do... The less you burden your Audience. That’s goodness! Let’s try to do that.
  51. 51. [all.the.work.things] Did you find this useful? (thanks for reading!)
  52. 52. [all.the.work.things] CLICK MY BRAIN (free stuff to your inbox) Did you find this useful? If you like this, please share it! More things I wrote
  53. 53. [all.the.work.things] (thanks for reading!) CLICK MY BRAIN (free stuff to your inbox) Did you find this useful? If you like this, please share it! More things I wrote (thanks for reading!)

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