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By Jeff Sauer
Founder of Knowledge Land
Storytelling with
Data and Reports
Telling a story from
our data
Let’s go back to
school
@jeffalytics
Remember the scientific method?
@jeffalytics
Ask a Question
The Scientific Method
Do Background Research
Construct a Hypothesis
TestYour Hypothesis By Doing
an Experiment
AnalyzeYour Data and Draw a
Conclusion
ReportYour Results (WasYour
Hypothesis Correct?)
@jeffalytics
Two problems with
online programs
@jeffalytics
Drawing Conclusions
Analysis is a problem
@jeffalytics
Confirming Hypothesis
Validating the hypothesis is a problem
@jeffalytics
In Other Words…
@jeffalytics
If we don’t reflect
and share, how do
we learn?
@jeffalytics
What Happened?
Analytics Tools Are Great for Telling Us
@jeffalytics
What Happened?
Analytics Tools Are Great for Telling Us
By How Much?
@jeffalytics
An explanation of why it
happened
Our brains must come up with
@jeffalytics
The story of what we
learned
Our brains must come up with
@jeffalytics
A plan for how we can
get more of it
Our brains must come up with
Telling a Story
with Our Data
@jeffalytics
Our responsibility as marketers
3 Main Points for Today
Why we need stories
Presenting your results
@jeffalytics
Download 7 Keys to Strategic
Analytics & Other Materials:
bit.ly/AnalyticsMunich
Before I forget…
Our Responsibility as
Marketers
To expand the collective knowledge of our organization
@jeffalytics
What is data,
anyway?
@jeffalytics
Data = facts
Image courtesy of: http://socialsciences.cornell.edu/wp-content/uploads/2015/02/Data.jpg
@jeffalytics
Big Data = More facts!
Image courtesy of: http://www.bigdata-careers.com/wp-content/uploads/2014/05/big-data.jpg
@jeffalytics
I used to stare at this until my eyes bled
@jeffalytics
This was revolutionary for the industry
Image courtesy of: http://blog.measureful.com/google-analytics/
@jeffalytics
Aesthetics continue to be more pleasing
@jeffalytics
But…
In many ways we are stuck in the past
@jeffalytics
Some things have barely changed
How different?
@jeffalytics
Same data,
prettier package
@jeffalytics
We still need
translation
@jeffalytics
@jeffalytics
Data Information Knowledge Wisdom
What we need to make decisions
@jeffalytics
Data = facts
Image courtesy of: http://socialsciences.cornell.edu/wp-content/uploads/2015/02/Data.jpg
@jeffalytics
Data is Cheap Free
The problem with big data
Data is Everywhere
Data is Dumb
@jeffalytics
Data Information Knowledge Wisdom
What we need to make decisions
@jeffalytics
Information = Data
with context or
structure
@jeffalytics
Creating a narrative from data
Take the Quiz at New York Times: http://nyti.ms/1HVgnCx
@jeffalytics
I Scored 50%
@jeffalytics
This is an automated report and it’s FREE
Image Courtesy of Quill Engage
@jeffalytics
Computer turns data into information
Visit Quill Engage at http://bit.ly/SMXQuill
@jeffalytics
Can a computer
replace your work?
Then we need to do more!
@jeffalytics
Data Information Knowledge Wisdom
What we need to make decisions
@jeffalytics
Knowledge =
Understanding of
the Information
@jeffalytics
Knowledge must
be earned
@jeffalytics
Computers can’t
automate
knowledge
@jeffalytics
We need to help
accelerate
knowledge
@jeffalytics
Provide a universal picture
Knowledge Accelerators
Present the answer first
Have supporting detail ready Make everyone better
@jeffalytics
Share knowledge with your organization
@jeffalytics
Data Information Knowledge Wisdom
What we need to make decisions
@jeffalytics
Wisdom = Thinking
and acting on
knowledge
@jeffalytics
Your turn, Einstein
@jeffalytics
How we make decisions, another picture
Data vs. Information vs. Knowledge: http://www.infogineering.net/data-information-knowledge.htm
@jeffalytics
Our responsibility as marketers:
To give our organization the
information and knowledge
needed to make decisions
Why we need
stories
@jeffalytics
A Case Study
The Periodic Table of Google Analytics
@jeffalytics
Teaching Google
Analytics
@jeffalytics
There is a lot to
learn
Which leads to…
@jeffalytics
@jeffalytics
@jeffalytics
There has to be
a better way!
@jeffalytics
The Task:
Simplify the
complex picture
@jeffalytics
My Attempt to Simplify the Complex
@jeffalytics
Then provide the detail as needed
@jeffalytics
Grab attention
This visual achieved several objectives
Prove expertise
Known structure Understands audience
@jeffalytics
Side Benefit?
Tons of visitors, links and shares!
Share count from Share Tally: http://sharetally.co/
@jeffalytics
Are your reports
overwhelming?
@jeffalytics
Or just putting
people to sleep?
@jeffalytics
From data to wisdom
A practical path that we can all take
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Path to wisdom: What happened?
@jeffalytics
Our website saw a massive increase in sales over the
past week
What happened?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
By how much?
Path to wisdom: How many times?
@jeffalytics
We had an increase of 1,000 sales over previous week,
for a 20% increase in sales volume. This resulted in
$100,000 in incremental revenue at a 50% profit margin.
By how much?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
By how much?
Is this expected?
Path to wisdom: Did we expect this?
@jeffalytics
We did not expect this to happen. Our new product
line went viral on Reddit and drew in new visitors. A
small percentage of the new visitors purchased.
Did we expect this?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Is this behavior normal? If not, should we
be concerned that it happened?
Why did it happen?
By how much?
Is this expected?
Path to wisdom: Understand why?
@jeffalytics
An influential Reddit user found the new product line
through our public preview website and shared with the
system. Because of their influence, we saw an increase in
visitors. No reason for concern.
Why did this happen?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Is this behavior normal? If not, should we
be concerned that it happened?
Why did it happen?
By how much?
Is this expected?
How do we react?
Path to wisdom: Understand why?
@jeffalytics
Share the Reddit post with our social channels in order
to increase awareness.
Embrace the visitors upon site entry with welcome
message.
How do we react?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Is this behavior normal? If not, should we
be concerned that it happened?
Why did it happen?
By how much?
Is this expected?
How do we react?
Are there any necessary reactions
Is this repeatable?
Path to analytics zen: How do we react?
@jeffalytics
Most sharing on Reddit is naturally occurring and
difficult to replicate. While we can’t expect the same
success, we can use Reddit’s native advertising system to
promote future products. At this strong ROI,
reinvestment is a great idea.
Is this repeatable?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Is this behavior normal? If not, should we
be concerned that it happened?
Why did it happen?
By how much?
Is this expected?
What is the story?
How do we react?
Are there any necessary reactions
Is this repeatable?
Path to wisdom: What story to tell?
@jeffalytics
We made $50,000 in profit last week because our
customers are interested in our new product line.
We may not be able to repeat this every week, but this
represents a new sales opportunity to embrace.
What is the story?
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Is this behavior normal? If not, should we
be concerned that it happened?
Why did it happen?
By how much?
Is this expected?
What is the story?
How do we react?
Are there any necessary reactions
Is this repeatable?
Understanding what was learned is a key
to future improvements
What did we learn?
Path to wisdom: Formalize learning!
@jeffalytics
We can generate profit from our users if we create
great products.
We need to consider a program for reaching these
customers early in product development process.
What did we learn?
@jeffalytics
What happened?
By how much?
Is this expected?
Why did it happen?
How do we react?
Is this repeatable?
What is the story?
What did we learn?
Deliver this knowledge in a formal report
@jeffalytics
What happened?
By how much?
Is this expected?
Why did it happen?
How do we react?
Is this repeatable?
What is the story?
What did we learn?
Or at the very least leave an Annotation
@jeffalytics
In our own words, what happened on our
website during this time period?
What happened?
Start the cycle again, wiser
@jeffalytics
Ways to tell stories
@jeffalytics
Words
@jeffalytics
Charts
Image from: http://danmeth.com/post/77471620/my-trilogy-meter-1-in-a-series-of-pop-cultural
@jeffalytics
Infographics
View this infographic here: http://bit.ly/rapperlyrics
@jeffalytics
Data Visualization & Videos
View this visualization here: http://bit.ly/twitterwakeup
@jeffalytics
Stories are essential for
knowledge transfer
@jeffalytics
Beware:There isn’t
always a story to tell
PresentingYour
Results
@jeffalytics
Board Room?
Is what I am saying board room worthy?
@jeffalytics
I presented in front of a room like this
@jeffalytics
Executive Presentation
Executive PresentationTemplate from Knowledge.Land
@jeffalytics
What are the objectives of
your company?
Things to consider in your presentation
People want to hear the
benefits they will receive
Use terms everyone can
understand (no acronyms!)
Point out facts and share case
studies to help your cause
Predict the value you will bring
to the table
The CFO will want numbers
to support your arguments
@jeffalytics
Find strength in successful outcomes
Full article can be found here: bit.ly/data-driven-performance
@jeffalytics
Calculate the return on your efforts
Return on Analytics worksheet courtesy of: http://bit.ly/ROAnalytics
@jeffalytics
Presenting
@jeffalytics
What you say is important
Addition by subtraction
What you don’t say is even more important
@jeffalytics
Use visuals
More presentation tips
Don’t show your work
Find your champion
Assume others will receive the
report offline
Remove ambiguity Smart people act dumb
@jeffalytics
Your ideal story has
something for
everyone
@jeffalytics
Solutions
Not problems
@jeffalytics
Pulling it together and presenting results
Image Courtesy of Knowledge Land
@jeffalytics
1) Provide an agenda
@jeffalytics
2) Executive Summary
@jeffalytics
3) Key performance indicators
@jeffalytics
4) Overall summary
@jeffalytics
5) Observations and Implications
Get this report template for free at: bit.ly/reportingtemplate
@jeffalytics
6) Supporting Evidence
@jeffalytics
7) Appendix
Get this report template for free at: bit.ly/reportingtemplate
@jeffalytics
Do More
By doing less
@jeffalytics
Focus on the recipient, get great results
@jeffalytics
Get an Audience
Grow your ideas
@jeffalytics
Our responsibility as marketers
3 Main Points
Why we need stories
Presenting your results
@jeffalytics
Thank You!
jeff@knowledge.land

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