Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

How to make data-driven interactive PowerPoint presentations for operations

Interactive data-driven presentations are a new way of presenting data. They allow the presenter and the audience to engage actively and drill into the data within PowerPoint.

Author: S. Anand - CEO, Gramener
Check out the full webinar on the topic: https://info.gramener.com/interactive-powerpoint-for-operations

  • Be the first to comment

  • Be the first to like this

How to make data-driven interactive PowerPoint presentations for operations

  1. 1. Engaging your audience with Interactive PowerPoint decks Manage your operations with data- driven slides
  2. 2. In an era of Business Intelligence, why are we talking about PowerPoint? 2 PowerPoint is actually the #1 data visualization platform in the world Self- service Part of workflow Offline access Better design Despite “self-service BI”, creating a dashboard in Tableau, Power BI, Qlik, Spotfire, Microstrategy, etc requires specialized expertise. But your secretary can create a PowerPoint presentation. Today, the standard process today is to take screenshots from Excel, BI dashboards, etc, stitch them into a story, and share them with users. This is the most common workflow in the world to share insights from data. Users can access the content offline, store it anywhere, forward it to anyone – even people who don’t have access to BI dashboards. The very things that IT departments fear – but users find convenient. For the author, it’s easier to design the story flow and visualization. Using shapes, images, and past slides, authors can quickly design content. Just as Excel was never replaced, PowerPoint won’t be replaced either.
  3. 3. Today is not about WHAT story to tell. It’s about HOW to tell it engagingly 3 Listen on. You may discover something new. We won’t cover this Creating effective PowerPoint presentations and narrating interesting data stories are great topics. That’s not what this session is about. It’s not about storytelling, slide design, picking colors, picking charts, visualizations, maps, or presentation skills. (Gramener runs a data storytelling workshop that covers these. I’ll mention that at the end.) We will cover this Today is about one specific technique in PowerPoint: Interactive data-driven presentations. We’ll focus more on examples that people on operations (sales, marketing, manufacturing, finance, HR, IT – any kind of operations) will find useful. We’ll start with techniques. We’ll move on to use cases. I’ll share 3 simple tips to learn more.
  4. 4. PowerPoint has five interaction capabilities 4 Let’s learn what these are Link Morph Plugin Animate Zoom No, let’s jump to the use cases
  5. 5. Link to any slide when you click on a shape 5 This is the most common interaction in PowerPoint INTERACTIONS Click here to go to the first slide Click here to go to the last slide Click here to go to the previous slide Click here to go to the next slide You can jump to any slide (e.g. the 3rd slide) You can use any shape You can link images You can link to websites
  6. 6. Practice Let’s create a link 6 Link the blue circle to the 3rd slide, and the orange circle to Gramener.com 3rd slide Gramener
  7. 7. Animate shapes within a slide: show, hide or move 7 This is the 2nd most common interaction in PowerPoint INTERACTIONS This shape will disappear on click This shape will appear on click This shape will move to the right Click shape to spin the picture below Click shape to toggle picture below
  8. 8. Practice Let’s animate 8 Create an animation that moves this rectangle down when the circle is clicked.
  9. 9. Morph shapes smoothly from one slide to the next 9 INTERACTIONS Team A Team B Team C Team D Team performance Each of these shapes shows a team’s performance. They are sorted in alphabetical order.
  10. 10. Team B Morph shapes smoothly from one slide to the next 10 You can morph shapes, text, pictures, even SmartArt INTERACTIONS Team A Team D Team C Now they are sorted in performance order. By smoothly animating, we can see the change in context. PowerPoint for Office 365 PowerPoint for Office 365 for Mac PowerPoint for the web PowerPoint 2019 PowerPoint 2019 for Mac PowerPoint for iPad PowerPoint for iPhone PowerPoint for Android tablets PowerPoint for Android phones PowerPoint Mobile Less Supported versions Team performance REFERENCE
  11. 11. Practice Let’s morph 11 Create a copy of this slide. Smoothly move these shapes below to different positions.
  12. 12. Zoom into any slide when you click on a shape 12 Zoom is available in Office 365 & PowerPoint 2019 INTERACTIONSREFERENCE Section Zoom You can zoom into one or more sections. These icons are live summaries of those slides. Slide Zoom You can zoom into any slide, just like links. These icons are live summaries of those slides. Go to Insert > Zoom. Select one of the Zoom options. Instructions
  13. 13. Practice Let’s add a zoom 13 Add 2 Slide Zooms into any 2 slides
  14. 14. Plugins can add more interaction capabilities 14 INTERACTIONS
  15. 15. What can Dee, an Operations Manager, use these for? We’ll explore actual uses of interactive presentations 15Time check: 15 minutes
  16. 16. Table of Contents lets users jump to relevant sections 16 Dee can visually show the document structure using links CONSULTING ABOUT PRODUCTS CASE STUDIES FINANCIAL SERVICES MEDIA PUBLIC SECTOR RETAIL & CONSUMER SPORTS EDUCATION SOCIETY JUST FUN HEALTHCARE MANUFACTURING TELECOMAGRICULTURE FINANCE HR IT & SM MARKETING DATA EXPLORER GRAMENER INTRODUCTION GRAMEX ANALYTICS NARRATIVES AUTOLYSIS DESIGN CLUSTER OFFERINGS This is a consolidation of all final Gramener slides. View in slideshow mode. Click on any link in slide-show mode to open the page. (Ctrl-Click in normal mode.) VISUALIZATION CLEANSING ADMINISTRATION ▼ ▼ ▼ ▼ ▼ ▼ ▼ PARTNERSHIPS ▼ SMART ALERTS AI / ML ▼ Gramener uses Links to create a table of contents for its 720-slide library of slides. This first page shows the document structure. Each box links to the relevant section. Some sections have case studies marked using a ▼ symbol. Clicking on the symbol directly jumps to the case study. Note: The actual links on this slide were deleted when anonymizing. The design was preserved.
  17. 17. Maps & Layouts can be used as a way of navigation 17 Dee can use layouts to visually drill down into the deck The document or section structure doesn’t need to be textual. It can be a map or a layout. Click on a colored state for more details about that state. Colors add information (e.g. how the state is performing). Layouts of plants, offices, stores, data centers, etc can be used as layouts. Note: PowerPoint can import SVG files and ungroup them into native PowerPoint shapes.
  18. 18. Quizzes help users learn by taking a point of view and changing it 18 Dee can create quizzes to improve learning & engagement A client once asked me: “How do you handle an audience that always says ‘I knew that already’?” I said, “I ask them beforehand: ‘What do you think the answer is?’” Pre-quizzes are a great way of priming learning. It nudges people into opinions, and change it in the face of data. Post-quizzes are a great way of validating learning. It helps people reinforce what they learned. Quizzes are fun & engaging, in general. DOWNLOAD THIS
  19. 19. Progressive reveals build up charts and slides 19 Dee can narrate data stories progressively, step-by-step Shift Evening Morning Night Weekday Fri Mon Sat Sun Thu Tue Wed Product category FAH N70 RPP TDS ZDH Part shipment 20-40% 40-60% 60-80% <20% Full Recovery times are neutral during the evening and morning shifts (mornings are slightly worse), night times are the best. Recovery times are worst on Fridays, and best on Saturdays & Wednesdays. Specifically, Friday mornings are particularly bad. So are Thursday mornings. The FAH product category has the best recovery time, while ZDH is much worse. However, RPP on Sundays is unusually slow. Part shipped products tend to perform worse than full-shipments. Specifically the <20% and 40-60% part-shipments. This is especially problematic for ZDH Complex content is confusing at first. By building up the content step-by-step, you can help the presenters show only what’s required, and move on when the audience has understood. For example, in charts, start with the axes, then elements, then the rest. For complex charts, explain parts of the chart one by one.
  20. 20. Doodling animations are now part of PowerPoint’s capabilities 20 Dee can make text, pictures & charts far more eye-catching The Office “Draw” feature now has a new animation option called “Ink Replay”. This lets you draw by hand, and then animate it, to create a hand-drawn effect. This is a very engaging form of animation that requires nothing more than PowerPoint, and perhaps a touch screen or tablet. REFERENCE
  21. 21. Morphs show change will retaining context in the story 21 Let’s say we want to explain the how each of the Western states is performing and show it in the context of the map. It’s unlikely that users will remember the shape of the state – e.g. that this state is Utah.
  22. 22. Morphs show change will retaining context in the story 22 Dee can help users see change while retaining context Let’s say we want to explain the how each of the Western states is performing and show it in the context of the map. It’s unlikely that users will remember the shape of the state – e.g. that this state is Utah. But if we smoothly morph the shapes, retaining the context, this becomes much easier.
  23. 23. Morphs can even rotate 3D objects 23 This airline maker wants to explain to their client what the impact of heavy particle damage on the left wing of this aircraft. Typically, these are represented as images with annotations. Left wing faced heavy particle damage during the flight
  24. 24. Morphs can even rotate 3D objects 24 This increased the erosion under the left wing, leading to higher resistance. This airline maker wants to explain to their client what the impact of heavy particle damage on the left wing of this aircraft. Typically, these are represented as images with annotations. But with the emergence of 3D models and PowerPoint’s ability to morph them, we can retain context and explain with more clarity. Dee can explain events from multiple perspectives
  25. 25. Bar chart races show how things have improved or worsened with time 25 Dee can show who’s knocking whom out in the top 10 race Bar chart races are a recent, very popular, and highly engaging form of animated visuals. This can be used to show the top performing customers, regions, plants, business units, or any other entity – and their performance across time. Who is beating whom, who’s entered the league tables, and who’s been bested by who – these are questions a bar chart race answers very clearly. These can be created with PowerPoint morph transitions. DOWNLOAD THIS
  26. 26. Sand dance shows how people, clients & resources are distributed 26 Dee can use sand dance to explain data distribution Geographic Distribution Offering Type Industry Business Unit Deal Stages AustraliaUnited States 60 36 8 China 11 India Sand dances are another recent, popular, and engaging animated visual form. Each icon represents one unit – person, client, project, equipment, etc. They are grouped together in a certain way but can be re-grouped in other ways. As they are re-grouped, each unit moves into the new group. Audience sees what’s going where visually. These can be created with PowerPoint morph transitions.
  27. 27. Sand dance shows how people, clients & resources are distributed 27 Dee can use sand dance to explain data distribution Offering Type Industry Business Unit Deal Stages Routing ELA Site Survey Network Security Staffing Solution Vendor Technical Services Resale Switching Performance Optimization Geographic Distribution Sand dances are another recent, popular, and engaging animated visual form. Each icon represents one unit – person, client, project, equipment, etc. They are grouped together in a certain way but can be re-grouped in other ways. As they are re-grouped, each unit moves into the new group. Audience sees what’s going where visually. These can be created with PowerPoint morph transitions.
  28. 28. Sand dance shows how people, clients & resources are distributed 28 Dee can use sand dance to explain data distribution Automotive Financial Services Manufacturing Retail & Wholesale Geographic Distribution Offering Type Industry Business Unit Deal Stages Sand dances are another recent, popular, and engaging animated visual form. Each icon represents one unit – person, client, project, equipment, etc. They are grouped together in a certain way but can be re-grouped in other ways. As they are re-grouped, each unit moves into the new group. Audience sees what’s going where visually. These can be created with PowerPoint morph transitions.
  29. 29. Drilldown Sunbursts compare performance across segments 29 Dee can allow presenters to chart their own path The Sales Operations team of a consumer goods company needed an interactive presentation to run their board discussion. The Head of Sales usually presented the performance across channels. But the discussion rarely went in the way it was scripted. To allow the audience to participate in the discussion, this interactive drilldown lets the presenter pick the path they want to go along. DOWNLOAD THIS
  30. 30. Drilldown Treemaps explain where performance is falling 30 Dee can let users pick areas they want to explore This is a product performance scatter plot. Each circle is a product. The X-axis is the market share. The Y-axis is the growth rate. The size of the circle represents sales. Click on the circle to expand it and see the performance of the underlying countries in Asia. DOWNLOAD THIS
  31. 31. Drilldown Flows explain why performance is falling 31 Dee can guide users to find reasons on their own This is a product performance scatter plot. Each circle is a product. The X-axis is the market share. The Y-axis is the growth rate. The size of the circle represents sales. Click on the circle to expand it and see the performance of the underlying countries in Asia. DOWNLOAD THIS
  32. 32. Growth Rate ShareValue Market Share: 22% MarketGrowth:9.4% -40% -30% -20% -10% 0% 10% 20% 30% 40% +0% +5% +10% +15% +20% +25% +30% +35% +40% KRD Share: 23% KRDGrowth:8% KRD VSP Share: 26% VSPGrowth:8% VSP RPT Share: 23% RPTGrowth:16% RPT HVG Share: 17% HVGGrowth:5% HVG MDC Share: 19% MDCGrowth:10% MDC C&C Share: 29% C&CGrowth:14% C&C Others B2B Share: 4% B2BGrowth:41% B2B Drilldown Motion Charts explain how sub-groups are performing Dee can allow users to drill into each group’s performance This is a product performance scatter plot. Each circle is a product. The X-axis is the market share. The Y-axis is the growth rate. The size of the circle represents sales. Click on the circle to expand it and see the performance of the underlying countries in Asia. DOWNLOAD THIS
  33. 33. What can you do next? 33Time check: 35 minutes
  34. 34. What can you do next 34 LEARN PRACTICE TEACH We learn the most when we teach. Share what you learn with your friends & teams. Organize sessions, show your work, see their work, and learn together. We learn by doing, not by reading or listening. Try the practices in this deck. Try the new features you learn about. Revise your last PPT and practice it on your next one. PowerPoint has many new features. Go through every item in the PowerPoint ribbon. You’ll find something you didn’t know about before – every time. (I do.)
  35. 35. How can Gramener help you 35 If you had to pick only one of these, what would you pick? Gramener runs “Data Storytelling” workshops This has a 1-day and a 5-day version that covers • Understanding your audience & intent • Finding insights • Creating the storyline • Visual design, annotations, and more We run this for corporates and colleges. If you’re interested, we will contact you with details. Gramener has a PowerPoint plugin for interaction It helps create advanced interactive visualizations like • Bar chart races • Sand dance • Motion chart • Drilldown flows, treemaps, sunbursts, and more We are launching a beta version of this in March 2020. If you’re interested, we will keep you informed.
  36. 36. Would you like me to reach out to you for either of these? 36
  37. 37. THANK YOU Your feedback will help!
  38. 38. Q&A

×