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7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize++
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There are three elements to our "big data" efforts, or unhyped normal data efforts: Data Collection, Data Reporting, and Data Analysis.
(More on that here: DC-DR-DA: A Simple Framework For Smarter Decisions .)
We are all aware that the best companies in the world have an optimal DC-DR-DA allocation when it comes to time/money/people:
15%-20%-65%.
All well and good.
But there is one crucial part we often don't invest in sufficiently. The last mile. Data presentation! The actual output that is almost singularly responsible for driving the
change we want in our organizations. The thing that is the difference between an organization that data pukes and the one that influences actions based on
understandable insights.
I believe we should present our data as effectively as possible in order to first build our credibility, second to set ourselves apart from everyone else who can present
complicated graphs/charts/tables, and third allow our leadership teams to understand the singular point we are trying to make so that the discussion moves off data
very quickly and on to what to with the insights.
A vast majority of occasions where data is presented (reports, executive dashboards, conference presentations, or just plain here's a automated emailed thingy from
Google Analytics ) end up being abject failures because most of the discussion is still about the data. And if you are sitting in a Nth level tactical meeting, that is ok.
But if the occasion is a strategic discussion, any occasion about taking action on data, then you need to get off data as fast as you can.
It is hard to do. After all you spent so much time on collection, reporting and analysis. You want to show them all data stuff and how much you worked and how cool
your technique was. But trust me, it is better for your career (and, this is a lot less important, but much better for your company/audience :)) to get really, really good
at data presentation.
This post shares eight before and after examples that illustrate seven data presentation tips that I hope will inspire you to look at your report/dashboard/PowerPoint
slide in a new light. We will look at some simple errors, and some much more subtle ones that end up limiting our ability to communicate effectively with data.
Here's a quick summary:
#1. Don't be sloppy. Your data presentation is your brand.
#2. Bring insane focus, and simplify.
#3. Calibrate data altitude optimally.
#4. Eliminate distractions, make data the hero!
#5. Lines, bars, pies… stress… choose the best-fit.
#6. Consolidate data, be as honest as you can be.
#7. Ditch the text, visualize the story.
We are going to have a lot of fun, and learn some not-so-obvious lessons.
It's not the ink, it's the think.
An important point first.
7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli...
1 of 23 27/Mar/2014 5:44 PM
This post is not about tufte'ing your work. It is not a post about expressing your inner Excel geek with the most advanced remastered sparklines or conditional scatter
plots. Advanced, sophisticated visualizations are important. But I find that so many times people focus on the ink and not the think. Hence all the insights-free data
visualizations floating around the web that are totally value-deficient, even as they are pretty.
In this post I simply want you to focus on the think and not the ink. What was the error in thinking? How can you ensure you never make that error? Then, go express
your inner visualization beast. :)
[My inspiration for a focus on the think: Bob Mankoff]
Lesson 1: Don't be sloppy. Your data presentation is your brand.
This graph is from an article by the consulting company McKinsey.
It actually shows very interesting data. The article is a bit dry, but valuable.
Yet, I could not get over how sloppy the graph was. For me, and perhaps for others, the sloppiness made the data appear to be an amateurish effort (surprising,
given the source) and took away from the deservedly mighty McKinsey brand.
Can you see what the problems are?
The first problem is that the title is weirdly placed. Then the y-axis legend is even more weirdly placed. The most important part seems to be to get the names of the
company, gigantic, over two lines and distracting.
Finally, this is picky, but why is most of the x-axis yearly and then suddenly just until Q2, 2013? And if it is only two quarters of data, why is it taking up the same
distance as represented by one year?
Surprisingly sloppy from McKinsey, right?
Watch out for these errors. People in the room (in a small room or a board room or a conference auditorium) will know a lot less about the data than you will, their
first impression, and often the lasting impression, might be how clean your data presentation is.
Even without access to the raw data (let's say I'm a busy McKinsey blog post writer), you can make a couple of simple changes to the graph to make it cleaner and
less sloppy…
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Clean up the title, rephrase it.
Move the y-axis description to the right place.
Make the source attribution much smaller. If the data is good, people will seek it out. If the data is stinky, no one cares. Either way, why make it intrusive?
Scroll back up. Then down. Much cleaner, right? 30 seconds of work.
If I had the raw data, I would also fix the x-axis and representation of the partial 2013 data. That is still bothering me. But at least you can see what 30 seconds can
do.
When it comes to your work, take the 30 seconds.
[PS: The data in the graph is cool, you can see my brief analysis on my LinkedIn Influencer Channel: Email Still Rocks! Social, Surprisingly, Stinks!]
Lesson 2: Bring insane focus, and simplify.
I'm sure you've either seen someone present a slide that looks like, or you've created a slide/executive dashboard like this one. Or, both.
: )
Before you scroll any further, what errors, subtle or obvious, do you see? Don't rush. Give it some thought.
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[Minor Rant: Never, ever, never obsess this much about CPCs. Yes, cost per click is metric. But if you had to obsess about something, obsess about the value
delivered to the business. You will never obsess about the cost per trade of your E-Trade portfolio, right? It could go down from $10 per trade to $1, and you could
have completely gone bankrupt as a result of your trades. So, don't obsess about CPC. Focus on Economic Value from your search advertising. Focus on Profit from
your search advertising. Focus on the outcome. As long as you make a profit, does it matter if your CPC is $1 or $200? And would it matter if your CPC went from
$200 to $1 if you were making no profit?]
The metric CPC aside, we do present data like this all the time.
The first challenge is that there is too much of it. We have actuals and we have the YOY change. Then we have it for the company and its category. Finally, we have
it segmented into desktop and mobile and as if that was not joyous enough, further segmented into Brand and Non-Brand.
As if that was not enough, the data presentation itself is a bit uninspired.
We can quickly fix it though.
First pick one primary thing to focus on. When you design dashboards this is absolutely critical.
In this case, I believe, the most interesting thing is the YOY change. I bring it center stage, and make the actual CPC as small as I possibly can (in case someone
wants it that desperately).
Next I create a simpler data presentation, God bless Excel, by creating two big clusters next to each other. Now it's just a matter of two similar columns that we can
distinguish with the use of color.
Here's the result…
Again, something very quick you can do. (I'm sure like me you have a favorite custom font you use to make your presentations really yours.)
The orange and purple are easy on the eyes, and distinguish the two clusters nicely. The size of the font used makes the things that should stand out, stand out
easily.
Notice because the company performance is all in one row, it is much easier to see that their CPC year-over-year change is less than the category (something
harder to see in the original version).
Bring insane focus to your data presentation. If you can, focus on a singular metric for each module/slide/element. Then present the data as simply as you possibly
can. And often, you don't need to go very far from the defaults in Excel – though you are welcome to use any software you want.
Lesson 3: Calibrate data altitude optimally.
Here's a more subtle error.
Ignore the ugly graph and the terribly formatted axis, time periods used, etc. All simple fixes.
Look at the text under the graph. Do you see the problem? Don't scroll any further. Look at it again, see the mistake made?
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It is not completely obvious, but the Analyst is expecting that in the very short time the leadership team has to look at this data, that they'll also be clever enough to
do the math for each row, commit it to memory and then compare all four rows and figure out which video is performing better.
Terrible error in judgment. The altitude is all over the place!
You are the Analyst. You do the math. Then make the hard decisions and figure out how to present data as effectively as you possibly can.
In this case I had to decide what the key point was (this is the think part). I believe it was that using advertising to drive views of a video fueled organic views as well.
That gave me the anchor, paid views. Then it was simply a matter of figuring out the best way to present the data. I decided to use an index of 100. All that's left now
is to do the math in Excel and paste it on to the dashboard…
The recipient can get to the insight really fast because there is less data (fewer words and clutter), it is well thought out, and we can move to asking hard questions
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about performance.
What the heck happened with Video B? And OMG what is up with Video D???
That is what you want, shift the discussion from the data to what happened and what to do now.
Bonus: As the smart Analyst that you are, at this point you'll realized Earned and Paid Views don't tell the full story. So you'll change the table to Total Views and %
Earned. You would not have known that's what you needed if you'd stuck with your original textual version! The value of focus and think.
Lesson 4: Eliminate distractions, make data the hero!
Raise your hand if you've not created a slide like the one below for your presentation. Come on!
My hand is raised.
We have all done this.
And it is so silly.
We take the most interesting part, the data, and surround it with clutter that only makes it harder to understand what the point is. The data is the hero, what is the
need to have the arrows and the box and the descriptions? Is there any need for the useless stock photos (and what is up with the magnifying glass to represent
research, who does that?)? And why repeat "use online sources," is that not obvious in the awfully crafted title?
Look at the image for a moment. Don't scroll. Stop. Really. Don't scroll. How would you decrapify this slide?
Got an answer? Ok, now scroll.
Share your decrapified version via comments below.
My process was to simplify the title to something more direct and easy to understand. Then use three different bars to represent each stage of the process, and to fill
each up to represent the percentages. Finally, I'm slightly allergic to terms like awareness and consideration. They are too generic, they encompass too much. So I
took the direct route, just wrote down what each bar actually represents.
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You can use different colors, mix to suit your own taste. Red in my case is to make the online usage stand out on a very large screen.
I'd experimented with having a break in the gray x-axis (yes, I worry about those things!), it looked nicer. But visually it ended up representing a break, rather than the
continuity that each stage represents. Hence the single line you see above.
If you spend sometime on the think , it is so much easier to decrapify the data presentation to focus on the most essential element and make data the hero (again, so
that you can get off the data very quickly and have a discussion about what the business should do).
Lesson 5: Lines, bars, pies… stress… choose the best-fit.
If you are a student of the Market Motive web analytics master certification course, you'll note my love for segmented trends rather than snapshots in time when it
comes to data presentation.
Trends are often better at delivering deeper insights. And because all data in aggregate is crap, segmented trends are even better!
But, as all smart analysts know, often is not always.
Here's a great example… The dashboard module shows how American's consume media, and how that behavior has changed over the last four years.
Please take a minute and reflect on the graph. Do you love it? Does it communicate the change optimally?
You'll agree, the graph is nice and clean. It is easy to understand what is going on. Sure we can line up the numbers on the right correctly, but that is a minor point.
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As a Digital Marketing Evangelist, you can imagine I love the data. : ) I was not sure that I love the line graph.
I felt it would take too long to understand just how much things had changed. People would spend too much time trying to understand the graph. And even then, at a
deep gut level, not internalize it (even though to you perhaps it is utterly obvious).
My decision was to eliminate the trend. Except for TV, the trends adds almost no value (and even for TV just a little). This allowed me to switch the x-axis to each
media channel, they were the heroes here. And finally, switch to a bar graph.
Here's the result….
I believe this version shows the change much more starkly and since you can look at one channel at a time, you can absorb the change much, much faster than with
the line graph.
While with the line graph you could see people spent more time with digital than with TV in 2013. The big rise in digital consumption vs. 2010 is much more obvious
now. And while TV is physically from Digital in the above picture, you can easily see that one is much higher than the other.
Remember, often is not always. Question how you've always done things. Even question your teacher who might love segmented trended graphs! : )
Understand who your audience is, think about the point you are trying to make with your analysis, and then use the best-fit data presentation method.
Lesson 6: Consolidate data, be as honest as you can be.
This example comes from a presentation. The data was spread over two slides. Notice how nicely it is presented.
The first slide showed the desktop and laptop performance for search traffic for puppies (real data below, just not that category!)…
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It is easy to see how puppies are doing in context of the average number of searches for land animals and sea animals. Put another way, company performance
compared to two benchmarks.
The second slide illustrated the mobile search performance for puppies, and compared it to the same categories…
Both sets of data presented simply. You cannot misunderstand it.
So, what is the problem. Look at the graph above carefully. Then scroll up a little more, look at the first one. Now scroll back down.
See the problem?
One obvious problem is, why spread the data on to two different slides? Most people are terrible at keeping track of things as they jump slides/pages.
The second problem is more subtle.
The graphs make it seem like there are two similar sized problems to deal with for us as PuppiesRUs Inc. But that is not really true. Look at the y-axis.
Perhaps, for a good reason, we want the company to believe that they are similar sized problems because our company sucks at mobile and we want to light a
sense of urgency under our collective butts.
I believe as an Analyst we should be as honest as possible in these cases. (I'm NOT implying that there was a deliberate attempt to not be honest above.) We
should show the data in as honest a way as possible, we should be as objective as possible.
I simply took the data in the two graphs and put it on to one graph, same bar graph, and fixed the title to make the presentation simpler (I hate long complicated
titles).
7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli...
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In an attempt to pay an homage to the importance of mobile, changed the color to red…
To our leadership team, the recipient of our presentation, it is really clear how we are performing overall and in mobile.
It is also clear that desktop plus tablet, blue, is the most important area of focus. We have to keep the pedal to the metal when it comes to that. But that mobile is
also an important area deserving some dedicated focus.
There is no chance that they will inadvertently think the size of both the opportunities is the same.
An effective presentation of data by 1. consolidating it and 2. having it play off the same y-axis.
Lesson 7: Ditch the text, visualize the story.
Often we hear that data is overwhelming or that graphs are evil or that tables suck or… well, I'm sure you've heard it all.
Our response to that is to try and "simplify the story" by eliminating all that and just writing the insights in text with a big summary number.
That strategy does work some times. More often than not you end up with something super-ugly and value-deficient like this…
Imagine yourself to be sitting in the audience and trying to internalize everything that's going on here! I'm sure someone is going to walk you through it. But still. Do
you think there is any chance you can grasp the multiple agendas at play above?
I seriously doubt it. Scroll back up. Look at it!
Even if you only have two minutes, all I had in this case, it is pretty easy to fix the above textual representation and make it much easier to understand what is going
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on.
First, get your custom font. Ok, kidding.
First, think of what the key point is and replace the long red-book ended title with it. In this case: Search Opportunity.
Then draw a bar in PowerPoint, eyeball the size (no, really, don't even go in Excel to create the graph, no one is going to notice!), and fill in the sub-components.
For data you can't find an obvious home for, use call-outs.
Two minutes later…
So much easier to see that story is about how many people search for our company topics and that weight management and monitors are the most interesting. In
this case we have the data that can fill out rest of the bar, but we want the leadership team/audience to focus on just two and those are the ones you see above.
It is less obvious how to illustrate the mobile growth. Two more bars? Perhaps a heat-map showing high and low? Nah! Just add two call-outs and you are done!
When the data's end state is a PowerPoint/Keynote presentation, use the fade transition (all other transitions are evil) and bring one piece of data at a time up on the
screen. It will look beautiful and the audience with stay with you as you narrate other insights you know that are not represented on the slide. [A style of presentation
you should use every time you present anything.]
Here's another example of eliminating text, reducing complexity, focusing the the key point and visualizing data simply to get off the data quickly and discuss actions.
Pause. Look at the example below. What is done right or done erroneously? If you had to improve on the power of communication for this example, what would you
do?
Pause. Really think about it. Got it? Now scroll.
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The first simple mistake you likely won't make as an analyst is to use two different things to represent the same number. For example, either stick to the dollars or
use the percentage. This might not seem like a big deal in isolation, but every little bit like this takes a tiny bit of your credibility away and it causes the audience to
have to shift their minds a little. Over a number of these types of mistakes in your dashboard or your presentation take away 0.25% here and 0.5% there and 1%
somewhere else. Taken together, you lose 30%. Why dig that hole for yourself to have to climb out of?
The second simple mistake, obvious in hindsight I'm sure, is that there is simply too much text. Why not simplify the data presentation to make it boom (!) impactful
right away?
I did like the map, but it was intrusive. So my first act was to take the map, fade it out (use a white transparency, 13%). It is there, but it is not in the way.
Then I did not like the numbers, they don't add any value. Just throw in two simple bars (standard shape in PowerPoint, no Excel necessary), and add a touch of
color to show targeting efficiency of TV and Radio. Finally add the bridging text and use the brace (use the little yellow handle to drag the brace so it is aligned) to
show how well or badly each media channel is doing.
Red is bad, blue is good….
Scroll back up. Then back down. Then up. Then down. (Think of the Old Spice ad! :)
The presentation is simpler. Even without reading anything you can get a sense for what is good and bad. The questions will come fast and loose: Why do we do
TV? And if there is 75% leakage, is it still worth it? What is the optimal media-mix for our efforts?
We believe that summarizing our findings in text is the solution. We believe tables and graphs add complexity. We could not be further from the truth.
7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli...
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Tweet 820
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Closing Thoughts.
It's not the ink, it's the think.
It takes a tiny amount of time to really look at the data you are presenting, really think about what you are trying to say and identify the singular point. Once you know
that, it is only a couple of minutes of work to decrapify the report/dashboard/slide/spreadsheet and ensure we are presenting data as simply as possible using the
most optimal visual.
You worked so hard to collect the data. Then invested all that time and energy in reporting it. Finally, really dug deep, did the analysis. Don't stop there. Spend time
optimizing the end product. Your goal: Get of the data as fast as you can, switch to the discussion of actions.
Victory, I promise, will be yours!
As always, it is your turn now.
Which one of the eight examples above is your favorite? And the least? Would you have taken a radically different approach on any one of them? Care to share your
version? What are your go to filters for taking something complicated and making it simple? What is your favorite annoying data presentation method? Is there a
visualization strategy that consistently helps you switch the discussion from talking about the data to talking about what to do with the insights?
Please share your insights, recommendations, critique, alternatives and complaints via comments.
Thank you.
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February 25, 2014 Filed Under: Advanced Analytics, Digital Analytics, Digital Marketing, Marketing Tips, Search Engine Marketing, Web Analytics, Web Insights
Tagged With: actionable web analytics, competitive intelligence, key performance indicators, paid search analysis, web metrics trends comparison
Comments
Bhagawat Jadhav says:
February 25, 2014 at 06:02
Hi Avinash,
I was looking for some ideas on visualizing the data with the clear story. Fortunately your blog post bang on during the same time. I am happy to read the post
and will definitely apply these techniques in my work.
Thanks,
Bhagawat.
REPLY
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AJ Bellarosa says:
February 25, 2014 at 06:12
Hello Avinash,
Yet again the content you deliver to the digital analytics community is insightful and adds so much value to the work I deliver to my clients on a daily basis.
As I am right in the middle of adjusting weekly and monthly reports for a global brand's Radian6 instance, your perspective re: data visualization makes a lot
of sense.
I'm wondering what your thoughts are re: including data points in graphs? Too much clutter? Or a necessary inclusion?
Thank you!
AJ
REPLY
Avinash Kaushik says:
February 27, 2014 at 17:30
AJ: It is hard to comment without seeing your graph, but usually I find that data points clutter the story that we are trying to tell.
If the graph is done well, you might not need the data points.
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If you want to share your graph with me, I can take a look at it and share a specific recommendation.
-Avinash.
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Tim Wilson says:
February 25, 2014 at 06:27
Nice post, Avinash!
I'm amazed (dismayed, sometimes, depending on my mood) how much energy I spend trying to coach analysts to put more effort into the presentation of their
results. I have bought or encouraged others to buy Stephen Few's "Information Dashboard Design" more times than I can count (he has a new edition out).
Few provides a number of directly applicable principles, backed up by a light dose of neuroscience to explain both *why* this stuff matters as well as very
practical tips/concepts for making analysts better presenters of information.
That includes "minimizing the data-pixel ratio" (which he lifted from Tufte's data-ink ratio), the fact that we can only hold 5-7 discrete elements in our working
memory at one time, how much easier it is for us to process size/shape than numbers, what percent of the population has some form of color blindness (9%
of U.S. males…and why that matters when presenting visualizations), and more.
A number of your examples here touch on some of these concepts. And, some of them could be further refined/improved (which is par for the course — I
once asked Ian Lurie after a presentation he did on this topic if he looked back on work that he'd presented a year ago and immediately saw things that he
could have done to make the visualizations of the information more effective, and he immediately responded, "Every time!" I have the same experience… and
every analyst who is appropriately concerned with that final step of an analysis *should* have that reaction!).
REPLY
Avinash Kaushik says:
February 27, 2014 at 17:35
Tim: Wonderful advice, thank you for sharing it with us.
I can also empathize with Ian's reaction. In preparing for this post I looked at my work over the last few months and I think nine times out of ten I found
at least one small change I would make, usually a big one!
We live, we practice, we learn. : )
Avinash.
REPLY
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Shailesh says:
February 25, 2014 at 06:39
With the easy availability of graphing/charting tools (like Excel) we usually fall into the trap of working with ‘defaults’.
However, like you said, give an extra few minutes and the presentation/comprehension value of the same chart/graph can be greatly enhanced. The trick is to
obsess less about data perfection and devote a bit more time into data presentation. That’s not to say that you compromise on data quality or accuracy, but
simply to put a little more thought into how you present the results.
It’s amazing how good visuals convert even the most die-hard “I want data in tabular format” type of stakeholders.
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Rebecca says:
February 25, 2014 at 06:52
Loved this post, as always. I guess my favorite tip is the third one.
Managers usually tend to believe they have this need to see "all the data" and "all the numbers" and know "everything". But in fact they don't. And when
you're an analyst, most of the time you don't get to say what's best for them.
One of my most repeated mistakes over time was allowing this obsession to go on. I started realizing I was showing the same numbers in different
dimensions with the same relevance. For instance, I used to show a trend, create and axis with ordinals and then add percentage. But this is redundant. And
the worst thing is people who saw it liked it. Moreover, I noticed I was taking a few minutes to explain the slides, instead of just passing by them, something
that shouldn't be happening at all.
So I started to take some time (it is not about just 30 seconds for me) and think about creating a story with my slides. I admit it still is the most difficult thing for
me: doing the math myself, presenting only what needs to be seen and letting the story speak for itself.
Thanks for sharing the tips. =)
REPLY
Avinash Kaushik says:
February 27, 2014 at 17:52
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Rebecca: That is a brilliant insight! We get caught in the trap of giving our senior leadership what they want.
I've found that if your audience is asking you for more and more data (and to make your dashboards and presentation complicated and "data rich")
there are two things that are happening:
1. Your leadership does not trust you and your skills. Perhaps because you are new or they don't have confidence in you. Then they want to know
more and more because they want to be extra sure. Try to earn their confidence in this case.
2. The insights I'm delivering based on the insights are not good enough. Because I can't "distract" them with the good insights, valuable actions to
take, they are left with just looking at the data and critiquing it. Find better insights in this case, spend more time on that.
Thank you for sharing your fantastic comment and letting me share these two tips.
Avinash.
REPLY
Rebecca says:
February 27, 2014 at 18:13
Exactly! That's the whole point! After I started taking some time to think "what am I gonna say that'll be absolutely killer?", "what do they wanna
know when I show these numbers?", "where do they want to get when finding about this"?, it stopped happening.
Now I can do my analysis , get to the point faster, work around theories with the slides and, as you said, tell a story through math. =)
It was difficult though. At first, all you think about is "omg, critiques again". I had an awesome "Assertiveness & Communication" course and it
sure helped a lot.
For those that still have to deal with it, I mostly recommend it. =)
REPLY
Jeroen Bouserie says:
February 25, 2014 at 07:04
'Oh, people can come up with statistics to prove anything. 14% of people know that.'
- Homer Simpson
REPLY
6.
Jess says:
February 25, 2014 at 08:57
Great post!
However I think font selection is important. I know you want the charts to look better, but your chosen font is not a good choice.
Poor readability at small sizes, uneven kerning, and a general noisiness makes it a less professional choice.
REPLY
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arjun says:
February 25, 2014 at 08:57
Hi Avinash,
The data in the first graph showing the acquisition from which channels the conversions happen more can help the advertiser to concentrate on the channels
which brings more conversions.
The data and visualization is help a lot.
Thanks for sharing the data.
REPLY
8.
Matt says:
February 25, 2014 at 09:46
Great post, and love the recommendations at the end to take a step back and evaluate the work to make sure the core points from your time intensive
research efforts really shine through and move the conversation forward from research to action.
Not to pick nits, but the missing legend in Lesson 6 can be just as much a distraction as the McKinsey x-axis issue from Lesson 1 – and at least always leaves
me saying 'what am I looking at?!'.
REPLY
Avinash Kaushik says:
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February 27, 2014 at 21:07
Matthew: You are absolutely right, the legend is very important and should always be included.
I end up creating most of my visuals to present as a part of a keynote I give. In those cases I even remove the legend because I'll use transition and
you'll see the blue bars come up first and I'll talk about them, then I click and the red bars will come up and I'll talk about the contrasts. But because
I'm introducing each element there is no need for a legend.
But posted on this blog as a picture, the legend is sorely missed.
-Avinash.
REPLY
Josh Braaten says:
February 28, 2014 at 08:34
Aha! That makes perfect sense. Thanks for clarifying!
REPLY
Lubabah Bakht says:
February 25, 2014 at 10:21
This post could not have been published at a better time pour moi.
First, I had too much fun laughing and reading this post on a dull Tuesday afternoon. Second, I have many daunting yet exciting analyses in the pipeline due
for next.
This post is making me wish that much more to fast forward data collection and accuracy and get to the fun part of presenting the data with actionable
insights. Data presentation is one important skill I have identified and acquired as a Market Motive student in your course. Excel is ok. Powerpoint is
awesome.
REPLY
10.
Grace Lau says:
February 25, 2014 at 18:15
I really, really liked today's blog post. Thank you!
My favourite example – % of Ad Spend that reaches in-state audiences only. Love it!
My least favourite example – The Digital's Role in the Research to Purchase Process
* Why use a stack graph when you can use a regular one?
* I kept looking at the blue, green, and yellow bars thinking, "What are they for?"
Still, this is probably my favourite blog post!
REPLY
Avinash Kaushik says:
February 27, 2014 at 21:14
Grace: I ended up using the stacked bars because I wanted to denote that they are three completely, if related, things. Using the same color would in
a subtle way imply that they are the same people going down the "funnel."
But they are not. In fact more people use the web for research, and not everyone in the 40%, purchase, might have been in the 52% and 44%.
The blue, green and yellow bars, hopefully say that.
There is, of course, no perfect way to do this. Just many ways to get closer to clarity. :)
Avinash.
REPLY
11.
Brenton Jones says:
February 25, 2014 at 20:14
Great post Avinash. This topic is very close to my heart. I can talk first hand to the importance of how to best present data at the strategic executive level.
Once in a previous role I paid heavily for not taking the time to sell my findings properly; raised more questions than decisions! It costs me close to 6 months
delay in getting approval to invest in further website optimization work. Didn't happen to me again.
It pays to think creatively in how best to sell the story. Most valuable lesson by far for me is: Lesson 7: Ditch the text, visualize the story.
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Thanks again!
REPLY
Pradip says:
February 26, 2014 at 04:22
Hello Kaushik,
I would like to add a mindset approach in addition to the techniques you've illustrated.
One good mindset approach for someone presenting data is to assume himself / herself is the one who needs to make the decision. Then ask yourself, what /
how would you like data to be to make the decision?
REPLY
13.
Josh Braaten says:
February 26, 2014 at 05:11
My favorite was the ad spend per medium. My gut told me the first couple years were irrelevant but not until you moved it to a bar graph did I realize what to
do with that insight. It completely changed the story.
On the puppies search graph, the only thing I didn't quite like is not knowing desktop vs. mobile. Are you opposed to legends and if so, what's your
recommendation to give context on what red and blue mean?
My favorite tip is that the "star" of the story should always be your x-axis. Great post!
REPLY
14.
Jai Rawat says:
February 26, 2014 at 15:45
Great post Avinash.
I liked all the examples but disagree with your approach for #5. I think the fact that time spent on TV has declined from previous year is a very important bit of
information that got lost when you converted the trend graph into bar graph.
One of the best data visualization I have seen was in a TED Talk by Hans Rosling. It blew me away. ted.com/talks
/hans_rosling_shows_the_best_stats_you_ve_ever_seen.html
REPLY
15.
Paramdeep Singh says:
February 27, 2014 at 02:48
hmm… This post seems to be more "depends" on data post rather than clear cut instructions. I guess visualizing is more person dependent (Except when it is
outright wrong!). For example, in lesson 5, I found the line charts to give richer information than the bar graphs :-). Is there any best practices doc that you
know of on – how to choose the right chart type for your data?
REPLY
Avinash Kaushik says:
February 27, 2014 at 22:35
Paramdeep: Choosing the right presentation style is absolutely a personal choice. The other variable is knowing the audience really well.
What works for one person in situation one might not actually work for the same person in situation two. :)
Here's a nice chart chooser: http://labs.juiceanalytics.com/chartchooser/index.html
Avinash.
REPLY
Paramdeep says:
March 1, 2014 at 03:40
Thanks. It has a nice and useful interface to choose the right chart.
REPLY
16.
David Fothergill says:
February 27, 2014 at 02:56
Great post as ever, Avinash.
Your concluding remark is spot on: 'switch to the discussion of actions'. There is so much conversation and buzz around big data, but often the amount of data
is used to cloud the fact that only a limited percent of the data is actually useful/actionable.
17.
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I've been reading Nate Silver's 'The Signal & The Noise' book recently, and he often remarks that the best analysis often comes when you can focus in on a
few key metrics/sources, blocking out the 'noise'. To bring this back to your main point, taking this same approach of stripping away superfluous information
will lead the most useful presentation of data.
I work mainly with PPC/AdWords data, and have trying lately to use the R language to better visualize the data (see my thoughts here:
http://uk.queryclick.com/seo-news/visualising-adwords-data-using-r/). Whilst still rough in presentation, the tenet of 'It's not the ink, it's the think' has proved to
be very beneficial and a bit of a revelation for me.
REPLY
Moe Kamal, Jr. says:
February 27, 2014 at 04:36
Excellent analysis Avinash, I'd love to see how we can track multi device conversions.
Say you start a search on your phone then you convert when you're back home from your computer. How can we track that and attribute both cost and
conversion?
Thanks,
REPLY
Avinash Kaushik says:
February 27, 2014 at 22:41
Moe: You can use Universal Analytics to track behavior across devices.
Here's information about UA: https://support.google.com/analytics/answer/2790010?hl=en
Here's a handy guide: http://analytics.blogspot.com/2013/10/an-easy-way-to-upgrade-to-universal_23.html
Depending on the technical sophistication in your company, you can also get assistance from a consultant. Here's a list: http://www.bit.ly/gaac
Avinash.
REPLY
18.
Aliza says:
February 27, 2014 at 08:46
Wonderful post and great timing!
I've been working on improving my own presentations and this has really come in at the right time. I tend to do a lot of trend graphs and your 5th example
using bar comparisons instead of a trend line was my favorite. I also feel like a legend should always be on a graph.
REPLY
19.
Paul McDevitt says:
March 6, 2014 at 18:46
Great post with great examples and tips, as always.
I always thought the data visualization folks go too far in arguing over pie charts versus line charts – usually pie charts are considered non grata – and forget
to think about the core message to be delivered; the insight you got from the data that you wish to get across.
So this was a great 'grounding' in simplifying things to just what is necessary.
Thanks
Paul
REPLY
20.
David Sealey says:
March 10, 2014 at 03:51
For those who want further insight on presenting data for reports I highly recommend Jon Moon's book IMPACT. It has some really good worked examples in
and includes some great information on rounding in reports to clarify data.
David
REPLY
21.
Erik Feder says:
March 10, 2014 at 10:01
Great post as usual.
Just one question – on #6, you wrote "It is also clear that desktop plus tablet, blue, is the most important area of focus."
22.
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In your version of the graph, it is not stipulated which color represents mobile and what the other color represents. It's obvious to me that the other color
represents 'not mobile' i.e desktops/laptops, but in the name of understandability/simplicity isn't it important to have a key showing the viewer what our data
represents?
(PS – sorry if this is annoyingly nitpicky, it really is an awesome post)
Erik
REPLY
Erik Feder says:
March 10, 2014 at 10:03
Never mind my last comment – just saw that you already addressed this with Matthew.
REPLY
23.
Eli Kallison says:
March 12, 2014 at 16:15
Wow, what a great display transformation in #7 for targeting in-state consumers more effectively.
Love the way you did that bar graph.
REPLY
24.
Gautam Gogoi says:
March 15, 2014 at 08:15
Hello Avinash,
Super blog. Truly enjoyed reading it.
I was making a deck showcasing a new idea and came to this site for inspiration. But i noticed that what you have wrote here is mainly with regards to data
presentation. But since i was making a pitch for an idea this was not entirely relevant because i dont have data points at this moment. The point i am trying to
make here is that as analysts we also have to make presentations without numbers regarding ideas we would like to implement. So such kind of presentations
are also equally important.
So if you agree you might be kind enough to take that up in one of your future blogs. Would love to hear your views on the same.
Thanks
REPLY
Avinash Kaushik says:
March 15, 2014 at 23:07
Gautam: Most of my public speaking is in context of presenting new ideas and frameworks that influence thinking in different ways. I completely
understand your point.
I'll definitely try and consider writing on the topic in the future.
Avinash.
REPLY
25.
Andy Melton says:
March 18, 2014 at 13:31
I really enjoyed this post and your take away points are spot on.
Throughout this post I kept remembering something I learned as a young lieutenant in the Navy a hundred years ago at the Pentagon when I had to present
data to decision makers. We used to say, "Be very careful about giving an admiral a number. He'll just use it."
I have always felt responsible to ensure that the data I presented would lead to a decision the analysis supported and that confusing presentations can lead to
erroneous decisions.
REPLY
Avinash Kaushik says:
March 22, 2014 at 19:15
Andy: Thanks so much for sharing your experience!
I love the quote. Something we should all of us in the business of data should print and keep handy. :)
Avinash.
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REPLY
Oscar says:
March 20, 2014 at 04:49
I like this part on your article: Eliminate distractions, make data the hero!
Sometimes we tend to write a lot of things and lose our focus on interpreting or explaining more about the data presented.
REPLY
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February 25, 2014 at 14:03
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7 data presentation tips

  • 1. Home Press, Videos, Podcasts Speaking Engagements Knowledge About ▼ » Search this website … SEARCH Digital Marketing and Analytics Blog 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize++ 45 Comments | Print | PDF There are three elements to our "big data" efforts, or unhyped normal data efforts: Data Collection, Data Reporting, and Data Analysis. (More on that here: DC-DR-DA: A Simple Framework For Smarter Decisions .) We are all aware that the best companies in the world have an optimal DC-DR-DA allocation when it comes to time/money/people: 15%-20%-65%. All well and good. But there is one crucial part we often don't invest in sufficiently. The last mile. Data presentation! The actual output that is almost singularly responsible for driving the change we want in our organizations. The thing that is the difference between an organization that data pukes and the one that influences actions based on understandable insights. I believe we should present our data as effectively as possible in order to first build our credibility, second to set ourselves apart from everyone else who can present complicated graphs/charts/tables, and third allow our leadership teams to understand the singular point we are trying to make so that the discussion moves off data very quickly and on to what to with the insights. A vast majority of occasions where data is presented (reports, executive dashboards, conference presentations, or just plain here's a automated emailed thingy from Google Analytics ) end up being abject failures because most of the discussion is still about the data. And if you are sitting in a Nth level tactical meeting, that is ok. But if the occasion is a strategic discussion, any occasion about taking action on data, then you need to get off data as fast as you can. It is hard to do. After all you spent so much time on collection, reporting and analysis. You want to show them all data stuff and how much you worked and how cool your technique was. But trust me, it is better for your career (and, this is a lot less important, but much better for your company/audience :)) to get really, really good at data presentation. This post shares eight before and after examples that illustrate seven data presentation tips that I hope will inspire you to look at your report/dashboard/PowerPoint slide in a new light. We will look at some simple errors, and some much more subtle ones that end up limiting our ability to communicate effectively with data. Here's a quick summary: #1. Don't be sloppy. Your data presentation is your brand. #2. Bring insane focus, and simplify. #3. Calibrate data altitude optimally. #4. Eliminate distractions, make data the hero! #5. Lines, bars, pies… stress… choose the best-fit. #6. Consolidate data, be as honest as you can be. #7. Ditch the text, visualize the story. We are going to have a lot of fun, and learn some not-so-obvious lessons. It's not the ink, it's the think. An important point first. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 1 of 23 27/Mar/2014 5:44 PM
  • 2. This post is not about tufte'ing your work. It is not a post about expressing your inner Excel geek with the most advanced remastered sparklines or conditional scatter plots. Advanced, sophisticated visualizations are important. But I find that so many times people focus on the ink and not the think. Hence all the insights-free data visualizations floating around the web that are totally value-deficient, even as they are pretty. In this post I simply want you to focus on the think and not the ink. What was the error in thinking? How can you ensure you never make that error? Then, go express your inner visualization beast. :) [My inspiration for a focus on the think: Bob Mankoff] Lesson 1: Don't be sloppy. Your data presentation is your brand. This graph is from an article by the consulting company McKinsey. It actually shows very interesting data. The article is a bit dry, but valuable. Yet, I could not get over how sloppy the graph was. For me, and perhaps for others, the sloppiness made the data appear to be an amateurish effort (surprising, given the source) and took away from the deservedly mighty McKinsey brand. Can you see what the problems are? The first problem is that the title is weirdly placed. Then the y-axis legend is even more weirdly placed. The most important part seems to be to get the names of the company, gigantic, over two lines and distracting. Finally, this is picky, but why is most of the x-axis yearly and then suddenly just until Q2, 2013? And if it is only two quarters of data, why is it taking up the same distance as represented by one year? Surprisingly sloppy from McKinsey, right? Watch out for these errors. People in the room (in a small room or a board room or a conference auditorium) will know a lot less about the data than you will, their first impression, and often the lasting impression, might be how clean your data presentation is. Even without access to the raw data (let's say I'm a busy McKinsey blog post writer), you can make a couple of simple changes to the graph to make it cleaner and less sloppy… 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 2 of 23 27/Mar/2014 5:44 PM
  • 3. Clean up the title, rephrase it. Move the y-axis description to the right place. Make the source attribution much smaller. If the data is good, people will seek it out. If the data is stinky, no one cares. Either way, why make it intrusive? Scroll back up. Then down. Much cleaner, right? 30 seconds of work. If I had the raw data, I would also fix the x-axis and representation of the partial 2013 data. That is still bothering me. But at least you can see what 30 seconds can do. When it comes to your work, take the 30 seconds. [PS: The data in the graph is cool, you can see my brief analysis on my LinkedIn Influencer Channel: Email Still Rocks! Social, Surprisingly, Stinks!] Lesson 2: Bring insane focus, and simplify. I'm sure you've either seen someone present a slide that looks like, or you've created a slide/executive dashboard like this one. Or, both. : ) Before you scroll any further, what errors, subtle or obvious, do you see? Don't rush. Give it some thought. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 3 of 23 27/Mar/2014 5:44 PM
  • 4. [Minor Rant: Never, ever, never obsess this much about CPCs. Yes, cost per click is metric. But if you had to obsess about something, obsess about the value delivered to the business. You will never obsess about the cost per trade of your E-Trade portfolio, right? It could go down from $10 per trade to $1, and you could have completely gone bankrupt as a result of your trades. So, don't obsess about CPC. Focus on Economic Value from your search advertising. Focus on Profit from your search advertising. Focus on the outcome. As long as you make a profit, does it matter if your CPC is $1 or $200? And would it matter if your CPC went from $200 to $1 if you were making no profit?] The metric CPC aside, we do present data like this all the time. The first challenge is that there is too much of it. We have actuals and we have the YOY change. Then we have it for the company and its category. Finally, we have it segmented into desktop and mobile and as if that was not joyous enough, further segmented into Brand and Non-Brand. As if that was not enough, the data presentation itself is a bit uninspired. We can quickly fix it though. First pick one primary thing to focus on. When you design dashboards this is absolutely critical. In this case, I believe, the most interesting thing is the YOY change. I bring it center stage, and make the actual CPC as small as I possibly can (in case someone wants it that desperately). Next I create a simpler data presentation, God bless Excel, by creating two big clusters next to each other. Now it's just a matter of two similar columns that we can distinguish with the use of color. Here's the result… Again, something very quick you can do. (I'm sure like me you have a favorite custom font you use to make your presentations really yours.) The orange and purple are easy on the eyes, and distinguish the two clusters nicely. The size of the font used makes the things that should stand out, stand out easily. Notice because the company performance is all in one row, it is much easier to see that their CPC year-over-year change is less than the category (something harder to see in the original version). Bring insane focus to your data presentation. If you can, focus on a singular metric for each module/slide/element. Then present the data as simply as you possibly can. And often, you don't need to go very far from the defaults in Excel – though you are welcome to use any software you want. Lesson 3: Calibrate data altitude optimally. Here's a more subtle error. Ignore the ugly graph and the terribly formatted axis, time periods used, etc. All simple fixes. Look at the text under the graph. Do you see the problem? Don't scroll any further. Look at it again, see the mistake made? 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 4 of 23 27/Mar/2014 5:44 PM
  • 5. It is not completely obvious, but the Analyst is expecting that in the very short time the leadership team has to look at this data, that they'll also be clever enough to do the math for each row, commit it to memory and then compare all four rows and figure out which video is performing better. Terrible error in judgment. The altitude is all over the place! You are the Analyst. You do the math. Then make the hard decisions and figure out how to present data as effectively as you possibly can. In this case I had to decide what the key point was (this is the think part). I believe it was that using advertising to drive views of a video fueled organic views as well. That gave me the anchor, paid views. Then it was simply a matter of figuring out the best way to present the data. I decided to use an index of 100. All that's left now is to do the math in Excel and paste it on to the dashboard… The recipient can get to the insight really fast because there is less data (fewer words and clutter), it is well thought out, and we can move to asking hard questions 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 5 of 23 27/Mar/2014 5:44 PM
  • 6. about performance. What the heck happened with Video B? And OMG what is up with Video D??? That is what you want, shift the discussion from the data to what happened and what to do now. Bonus: As the smart Analyst that you are, at this point you'll realized Earned and Paid Views don't tell the full story. So you'll change the table to Total Views and % Earned. You would not have known that's what you needed if you'd stuck with your original textual version! The value of focus and think. Lesson 4: Eliminate distractions, make data the hero! Raise your hand if you've not created a slide like the one below for your presentation. Come on! My hand is raised. We have all done this. And it is so silly. We take the most interesting part, the data, and surround it with clutter that only makes it harder to understand what the point is. The data is the hero, what is the need to have the arrows and the box and the descriptions? Is there any need for the useless stock photos (and what is up with the magnifying glass to represent research, who does that?)? And why repeat "use online sources," is that not obvious in the awfully crafted title? Look at the image for a moment. Don't scroll. Stop. Really. Don't scroll. How would you decrapify this slide? Got an answer? Ok, now scroll. Share your decrapified version via comments below. My process was to simplify the title to something more direct and easy to understand. Then use three different bars to represent each stage of the process, and to fill each up to represent the percentages. Finally, I'm slightly allergic to terms like awareness and consideration. They are too generic, they encompass too much. So I took the direct route, just wrote down what each bar actually represents. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 6 of 23 27/Mar/2014 5:44 PM
  • 7. You can use different colors, mix to suit your own taste. Red in my case is to make the online usage stand out on a very large screen. I'd experimented with having a break in the gray x-axis (yes, I worry about those things!), it looked nicer. But visually it ended up representing a break, rather than the continuity that each stage represents. Hence the single line you see above. If you spend sometime on the think , it is so much easier to decrapify the data presentation to focus on the most essential element and make data the hero (again, so that you can get off the data very quickly and have a discussion about what the business should do). Lesson 5: Lines, bars, pies… stress… choose the best-fit. If you are a student of the Market Motive web analytics master certification course, you'll note my love for segmented trends rather than snapshots in time when it comes to data presentation. Trends are often better at delivering deeper insights. And because all data in aggregate is crap, segmented trends are even better! But, as all smart analysts know, often is not always. Here's a great example… The dashboard module shows how American's consume media, and how that behavior has changed over the last four years. Please take a minute and reflect on the graph. Do you love it? Does it communicate the change optimally? You'll agree, the graph is nice and clean. It is easy to understand what is going on. Sure we can line up the numbers on the right correctly, but that is a minor point. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 7 of 23 27/Mar/2014 5:44 PM
  • 8. As a Digital Marketing Evangelist, you can imagine I love the data. : ) I was not sure that I love the line graph. I felt it would take too long to understand just how much things had changed. People would spend too much time trying to understand the graph. And even then, at a deep gut level, not internalize it (even though to you perhaps it is utterly obvious). My decision was to eliminate the trend. Except for TV, the trends adds almost no value (and even for TV just a little). This allowed me to switch the x-axis to each media channel, they were the heroes here. And finally, switch to a bar graph. Here's the result…. I believe this version shows the change much more starkly and since you can look at one channel at a time, you can absorb the change much, much faster than with the line graph. While with the line graph you could see people spent more time with digital than with TV in 2013. The big rise in digital consumption vs. 2010 is much more obvious now. And while TV is physically from Digital in the above picture, you can easily see that one is much higher than the other. Remember, often is not always. Question how you've always done things. Even question your teacher who might love segmented trended graphs! : ) Understand who your audience is, think about the point you are trying to make with your analysis, and then use the best-fit data presentation method. Lesson 6: Consolidate data, be as honest as you can be. This example comes from a presentation. The data was spread over two slides. Notice how nicely it is presented. The first slide showed the desktop and laptop performance for search traffic for puppies (real data below, just not that category!)… 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 8 of 23 27/Mar/2014 5:44 PM
  • 9. It is easy to see how puppies are doing in context of the average number of searches for land animals and sea animals. Put another way, company performance compared to two benchmarks. The second slide illustrated the mobile search performance for puppies, and compared it to the same categories… Both sets of data presented simply. You cannot misunderstand it. So, what is the problem. Look at the graph above carefully. Then scroll up a little more, look at the first one. Now scroll back down. See the problem? One obvious problem is, why spread the data on to two different slides? Most people are terrible at keeping track of things as they jump slides/pages. The second problem is more subtle. The graphs make it seem like there are two similar sized problems to deal with for us as PuppiesRUs Inc. But that is not really true. Look at the y-axis. Perhaps, for a good reason, we want the company to believe that they are similar sized problems because our company sucks at mobile and we want to light a sense of urgency under our collective butts. I believe as an Analyst we should be as honest as possible in these cases. (I'm NOT implying that there was a deliberate attempt to not be honest above.) We should show the data in as honest a way as possible, we should be as objective as possible. I simply took the data in the two graphs and put it on to one graph, same bar graph, and fixed the title to make the presentation simpler (I hate long complicated titles). 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 9 of 23 27/Mar/2014 5:44 PM
  • 10. In an attempt to pay an homage to the importance of mobile, changed the color to red… To our leadership team, the recipient of our presentation, it is really clear how we are performing overall and in mobile. It is also clear that desktop plus tablet, blue, is the most important area of focus. We have to keep the pedal to the metal when it comes to that. But that mobile is also an important area deserving some dedicated focus. There is no chance that they will inadvertently think the size of both the opportunities is the same. An effective presentation of data by 1. consolidating it and 2. having it play off the same y-axis. Lesson 7: Ditch the text, visualize the story. Often we hear that data is overwhelming or that graphs are evil or that tables suck or… well, I'm sure you've heard it all. Our response to that is to try and "simplify the story" by eliminating all that and just writing the insights in text with a big summary number. That strategy does work some times. More often than not you end up with something super-ugly and value-deficient like this… Imagine yourself to be sitting in the audience and trying to internalize everything that's going on here! I'm sure someone is going to walk you through it. But still. Do you think there is any chance you can grasp the multiple agendas at play above? I seriously doubt it. Scroll back up. Look at it! Even if you only have two minutes, all I had in this case, it is pretty easy to fix the above textual representation and make it much easier to understand what is going 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 10 of 23 27/Mar/2014 5:44 PM
  • 11. on. First, get your custom font. Ok, kidding. First, think of what the key point is and replace the long red-book ended title with it. In this case: Search Opportunity. Then draw a bar in PowerPoint, eyeball the size (no, really, don't even go in Excel to create the graph, no one is going to notice!), and fill in the sub-components. For data you can't find an obvious home for, use call-outs. Two minutes later… So much easier to see that story is about how many people search for our company topics and that weight management and monitors are the most interesting. In this case we have the data that can fill out rest of the bar, but we want the leadership team/audience to focus on just two and those are the ones you see above. It is less obvious how to illustrate the mobile growth. Two more bars? Perhaps a heat-map showing high and low? Nah! Just add two call-outs and you are done! When the data's end state is a PowerPoint/Keynote presentation, use the fade transition (all other transitions are evil) and bring one piece of data at a time up on the screen. It will look beautiful and the audience with stay with you as you narrate other insights you know that are not represented on the slide. [A style of presentation you should use every time you present anything.] Here's another example of eliminating text, reducing complexity, focusing the the key point and visualizing data simply to get off the data quickly and discuss actions. Pause. Look at the example below. What is done right or done erroneously? If you had to improve on the power of communication for this example, what would you do? Pause. Really think about it. Got it? Now scroll. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 11 of 23 27/Mar/2014 5:44 PM
  • 12. The first simple mistake you likely won't make as an analyst is to use two different things to represent the same number. For example, either stick to the dollars or use the percentage. This might not seem like a big deal in isolation, but every little bit like this takes a tiny bit of your credibility away and it causes the audience to have to shift their minds a little. Over a number of these types of mistakes in your dashboard or your presentation take away 0.25% here and 0.5% there and 1% somewhere else. Taken together, you lose 30%. Why dig that hole for yourself to have to climb out of? The second simple mistake, obvious in hindsight I'm sure, is that there is simply too much text. Why not simplify the data presentation to make it boom (!) impactful right away? I did like the map, but it was intrusive. So my first act was to take the map, fade it out (use a white transparency, 13%). It is there, but it is not in the way. Then I did not like the numbers, they don't add any value. Just throw in two simple bars (standard shape in PowerPoint, no Excel necessary), and add a touch of color to show targeting efficiency of TV and Radio. Finally add the bridging text and use the brace (use the little yellow handle to drag the brace so it is aligned) to show how well or badly each media channel is doing. Red is bad, blue is good…. Scroll back up. Then back down. Then up. Then down. (Think of the Old Spice ad! :) The presentation is simpler. Even without reading anything you can get a sense for what is good and bad. The questions will come fast and loose: Why do we do TV? And if there is 75% leakage, is it still worth it? What is the optimal media-mix for our efforts? We believe that summarizing our findings in text is the solution. We believe tables and graphs add complexity. We could not be further from the truth. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 12 of 23 27/Mar/2014 5:44 PM
  • 13. Tweet 820 1 2 3 Closing Thoughts. It's not the ink, it's the think. It takes a tiny amount of time to really look at the data you are presenting, really think about what you are trying to say and identify the singular point. Once you know that, it is only a couple of minutes of work to decrapify the report/dashboard/slide/spreadsheet and ensure we are presenting data as simply as possible using the most optimal visual. You worked so hard to collect the data. Then invested all that time and energy in reporting it. Finally, really dug deep, did the analysis. Don't stop there. Spend time optimizing the end product. Your goal: Get of the data as fast as you can, switch to the discussion of actions. Victory, I promise, will be yours! As always, it is your turn now. Which one of the eight examples above is your favorite? And the least? Would you have taken a radically different approach on any one of them? Care to share your version? What are your go to filters for taking something complicated and making it simple? What is your favorite annoying data presentation method? Is there a visualization strategy that consistently helps you switch the discussion from talking about the data to talking about what to do with the insights? Please share your insights, recommendations, critique, alternatives and complaints via comments. Thank you. Like this post? Share it: Or you could Print or PDF it! February 25, 2014 Filed Under: Advanced Analytics, Digital Analytics, Digital Marketing, Marketing Tips, Search Engine Marketing, Web Analytics, Web Insights Tagged With: actionable web analytics, competitive intelligence, key performance indicators, paid search analysis, web metrics trends comparison Comments Bhagawat Jadhav says: February 25, 2014 at 06:02 Hi Avinash, I was looking for some ideas on visualizing the data with the clear story. Fortunately your blog post bang on during the same time. I am happy to read the post and will definitely apply these techniques in my work. Thanks, Bhagawat. REPLY 1. AJ Bellarosa says: February 25, 2014 at 06:12 Hello Avinash, Yet again the content you deliver to the digital analytics community is insightful and adds so much value to the work I deliver to my clients on a daily basis. As I am right in the middle of adjusting weekly and monthly reports for a global brand's Radian6 instance, your perspective re: data visualization makes a lot of sense. I'm wondering what your thoughts are re: including data points in graphs? Too much clutter? Or a necessary inclusion? Thank you! AJ REPLY Avinash Kaushik says: February 27, 2014 at 17:30 AJ: It is hard to comment without seeing your graph, but usually I find that data points clutter the story that we are trying to tell. If the graph is done well, you might not need the data points. 2. 107LikeLike ShareShare ShareShare 297 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 13 of 23 27/Mar/2014 5:44 PM
  • 14. 4 5 6 7 8 If you want to share your graph with me, I can take a look at it and share a specific recommendation. -Avinash. REPLY Tim Wilson says: February 25, 2014 at 06:27 Nice post, Avinash! I'm amazed (dismayed, sometimes, depending on my mood) how much energy I spend trying to coach analysts to put more effort into the presentation of their results. I have bought or encouraged others to buy Stephen Few's "Information Dashboard Design" more times than I can count (he has a new edition out). Few provides a number of directly applicable principles, backed up by a light dose of neuroscience to explain both *why* this stuff matters as well as very practical tips/concepts for making analysts better presenters of information. That includes "minimizing the data-pixel ratio" (which he lifted from Tufte's data-ink ratio), the fact that we can only hold 5-7 discrete elements in our working memory at one time, how much easier it is for us to process size/shape than numbers, what percent of the population has some form of color blindness (9% of U.S. males…and why that matters when presenting visualizations), and more. A number of your examples here touch on some of these concepts. And, some of them could be further refined/improved (which is par for the course — I once asked Ian Lurie after a presentation he did on this topic if he looked back on work that he'd presented a year ago and immediately saw things that he could have done to make the visualizations of the information more effective, and he immediately responded, "Every time!" I have the same experience… and every analyst who is appropriately concerned with that final step of an analysis *should* have that reaction!). REPLY Avinash Kaushik says: February 27, 2014 at 17:35 Tim: Wonderful advice, thank you for sharing it with us. I can also empathize with Ian's reaction. In preparing for this post I looked at my work over the last few months and I think nine times out of ten I found at least one small change I would make, usually a big one! We live, we practice, we learn. : ) Avinash. REPLY 3. Shailesh says: February 25, 2014 at 06:39 With the easy availability of graphing/charting tools (like Excel) we usually fall into the trap of working with ‘defaults’. However, like you said, give an extra few minutes and the presentation/comprehension value of the same chart/graph can be greatly enhanced. The trick is to obsess less about data perfection and devote a bit more time into data presentation. That’s not to say that you compromise on data quality or accuracy, but simply to put a little more thought into how you present the results. It’s amazing how good visuals convert even the most die-hard “I want data in tabular format” type of stakeholders. REPLY 4. Rebecca says: February 25, 2014 at 06:52 Loved this post, as always. I guess my favorite tip is the third one. Managers usually tend to believe they have this need to see "all the data" and "all the numbers" and know "everything". But in fact they don't. And when you're an analyst, most of the time you don't get to say what's best for them. One of my most repeated mistakes over time was allowing this obsession to go on. I started realizing I was showing the same numbers in different dimensions with the same relevance. For instance, I used to show a trend, create and axis with ordinals and then add percentage. But this is redundant. And the worst thing is people who saw it liked it. Moreover, I noticed I was taking a few minutes to explain the slides, instead of just passing by them, something that shouldn't be happening at all. So I started to take some time (it is not about just 30 seconds for me) and think about creating a story with my slides. I admit it still is the most difficult thing for me: doing the math myself, presenting only what needs to be seen and letting the story speak for itself. Thanks for sharing the tips. =) REPLY Avinash Kaushik says: February 27, 2014 at 17:52 5. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 14 of 23 27/Mar/2014 5:44 PM
  • 15. 9 10 11 12 13 14 Rebecca: That is a brilliant insight! We get caught in the trap of giving our senior leadership what they want. I've found that if your audience is asking you for more and more data (and to make your dashboards and presentation complicated and "data rich") there are two things that are happening: 1. Your leadership does not trust you and your skills. Perhaps because you are new or they don't have confidence in you. Then they want to know more and more because they want to be extra sure. Try to earn their confidence in this case. 2. The insights I'm delivering based on the insights are not good enough. Because I can't "distract" them with the good insights, valuable actions to take, they are left with just looking at the data and critiquing it. Find better insights in this case, spend more time on that. Thank you for sharing your fantastic comment and letting me share these two tips. Avinash. REPLY Rebecca says: February 27, 2014 at 18:13 Exactly! That's the whole point! After I started taking some time to think "what am I gonna say that'll be absolutely killer?", "what do they wanna know when I show these numbers?", "where do they want to get when finding about this"?, it stopped happening. Now I can do my analysis , get to the point faster, work around theories with the slides and, as you said, tell a story through math. =) It was difficult though. At first, all you think about is "omg, critiques again". I had an awesome "Assertiveness & Communication" course and it sure helped a lot. For those that still have to deal with it, I mostly recommend it. =) REPLY Jeroen Bouserie says: February 25, 2014 at 07:04 'Oh, people can come up with statistics to prove anything. 14% of people know that.' - Homer Simpson REPLY 6. Jess says: February 25, 2014 at 08:57 Great post! However I think font selection is important. I know you want the charts to look better, but your chosen font is not a good choice. Poor readability at small sizes, uneven kerning, and a general noisiness makes it a less professional choice. REPLY 7. arjun says: February 25, 2014 at 08:57 Hi Avinash, The data in the first graph showing the acquisition from which channels the conversions happen more can help the advertiser to concentrate on the channels which brings more conversions. The data and visualization is help a lot. Thanks for sharing the data. REPLY 8. Matt says: February 25, 2014 at 09:46 Great post, and love the recommendations at the end to take a step back and evaluate the work to make sure the core points from your time intensive research efforts really shine through and move the conversation forward from research to action. Not to pick nits, but the missing legend in Lesson 6 can be just as much a distraction as the McKinsey x-axis issue from Lesson 1 – and at least always leaves me saying 'what am I looking at?!'. REPLY Avinash Kaushik says: 9. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 15 of 23 27/Mar/2014 5:44 PM
  • 16. 15 16 17 18 19 February 27, 2014 at 21:07 Matthew: You are absolutely right, the legend is very important and should always be included. I end up creating most of my visuals to present as a part of a keynote I give. In those cases I even remove the legend because I'll use transition and you'll see the blue bars come up first and I'll talk about them, then I click and the red bars will come up and I'll talk about the contrasts. But because I'm introducing each element there is no need for a legend. But posted on this blog as a picture, the legend is sorely missed. -Avinash. REPLY Josh Braaten says: February 28, 2014 at 08:34 Aha! That makes perfect sense. Thanks for clarifying! REPLY Lubabah Bakht says: February 25, 2014 at 10:21 This post could not have been published at a better time pour moi. First, I had too much fun laughing and reading this post on a dull Tuesday afternoon. Second, I have many daunting yet exciting analyses in the pipeline due for next. This post is making me wish that much more to fast forward data collection and accuracy and get to the fun part of presenting the data with actionable insights. Data presentation is one important skill I have identified and acquired as a Market Motive student in your course. Excel is ok. Powerpoint is awesome. REPLY 10. Grace Lau says: February 25, 2014 at 18:15 I really, really liked today's blog post. Thank you! My favourite example – % of Ad Spend that reaches in-state audiences only. Love it! My least favourite example – The Digital's Role in the Research to Purchase Process * Why use a stack graph when you can use a regular one? * I kept looking at the blue, green, and yellow bars thinking, "What are they for?" Still, this is probably my favourite blog post! REPLY Avinash Kaushik says: February 27, 2014 at 21:14 Grace: I ended up using the stacked bars because I wanted to denote that they are three completely, if related, things. Using the same color would in a subtle way imply that they are the same people going down the "funnel." But they are not. In fact more people use the web for research, and not everyone in the 40%, purchase, might have been in the 52% and 44%. The blue, green and yellow bars, hopefully say that. There is, of course, no perfect way to do this. Just many ways to get closer to clarity. :) Avinash. REPLY 11. Brenton Jones says: February 25, 2014 at 20:14 Great post Avinash. This topic is very close to my heart. I can talk first hand to the importance of how to best present data at the strategic executive level. Once in a previous role I paid heavily for not taking the time to sell my findings properly; raised more questions than decisions! It costs me close to 6 months delay in getting approval to invest in further website optimization work. Didn't happen to me again. It pays to think creatively in how best to sell the story. Most valuable lesson by far for me is: Lesson 7: Ditch the text, visualize the story. 12. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 16 of 23 27/Mar/2014 5:44 PM
  • 17. 20 21 22 23 24 25 26 Thanks again! REPLY Pradip says: February 26, 2014 at 04:22 Hello Kaushik, I would like to add a mindset approach in addition to the techniques you've illustrated. One good mindset approach for someone presenting data is to assume himself / herself is the one who needs to make the decision. Then ask yourself, what / how would you like data to be to make the decision? REPLY 13. Josh Braaten says: February 26, 2014 at 05:11 My favorite was the ad spend per medium. My gut told me the first couple years were irrelevant but not until you moved it to a bar graph did I realize what to do with that insight. It completely changed the story. On the puppies search graph, the only thing I didn't quite like is not knowing desktop vs. mobile. Are you opposed to legends and if so, what's your recommendation to give context on what red and blue mean? My favorite tip is that the "star" of the story should always be your x-axis. Great post! REPLY 14. Jai Rawat says: February 26, 2014 at 15:45 Great post Avinash. I liked all the examples but disagree with your approach for #5. I think the fact that time spent on TV has declined from previous year is a very important bit of information that got lost when you converted the trend graph into bar graph. One of the best data visualization I have seen was in a TED Talk by Hans Rosling. It blew me away. ted.com/talks /hans_rosling_shows_the_best_stats_you_ve_ever_seen.html REPLY 15. Paramdeep Singh says: February 27, 2014 at 02:48 hmm… This post seems to be more "depends" on data post rather than clear cut instructions. I guess visualizing is more person dependent (Except when it is outright wrong!). For example, in lesson 5, I found the line charts to give richer information than the bar graphs :-). Is there any best practices doc that you know of on – how to choose the right chart type for your data? REPLY Avinash Kaushik says: February 27, 2014 at 22:35 Paramdeep: Choosing the right presentation style is absolutely a personal choice. The other variable is knowing the audience really well. What works for one person in situation one might not actually work for the same person in situation two. :) Here's a nice chart chooser: http://labs.juiceanalytics.com/chartchooser/index.html Avinash. REPLY Paramdeep says: March 1, 2014 at 03:40 Thanks. It has a nice and useful interface to choose the right chart. REPLY 16. David Fothergill says: February 27, 2014 at 02:56 Great post as ever, Avinash. Your concluding remark is spot on: 'switch to the discussion of actions'. There is so much conversation and buzz around big data, but often the amount of data is used to cloud the fact that only a limited percent of the data is actually useful/actionable. 17. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 17 of 23 27/Mar/2014 5:44 PM
  • 18. 27 28 29 30 31 32 I've been reading Nate Silver's 'The Signal & The Noise' book recently, and he often remarks that the best analysis often comes when you can focus in on a few key metrics/sources, blocking out the 'noise'. To bring this back to your main point, taking this same approach of stripping away superfluous information will lead the most useful presentation of data. I work mainly with PPC/AdWords data, and have trying lately to use the R language to better visualize the data (see my thoughts here: http://uk.queryclick.com/seo-news/visualising-adwords-data-using-r/). Whilst still rough in presentation, the tenet of 'It's not the ink, it's the think' has proved to be very beneficial and a bit of a revelation for me. REPLY Moe Kamal, Jr. says: February 27, 2014 at 04:36 Excellent analysis Avinash, I'd love to see how we can track multi device conversions. Say you start a search on your phone then you convert when you're back home from your computer. How can we track that and attribute both cost and conversion? Thanks, REPLY Avinash Kaushik says: February 27, 2014 at 22:41 Moe: You can use Universal Analytics to track behavior across devices. Here's information about UA: https://support.google.com/analytics/answer/2790010?hl=en Here's a handy guide: http://analytics.blogspot.com/2013/10/an-easy-way-to-upgrade-to-universal_23.html Depending on the technical sophistication in your company, you can also get assistance from a consultant. Here's a list: http://www.bit.ly/gaac Avinash. REPLY 18. Aliza says: February 27, 2014 at 08:46 Wonderful post and great timing! I've been working on improving my own presentations and this has really come in at the right time. I tend to do a lot of trend graphs and your 5th example using bar comparisons instead of a trend line was my favorite. I also feel like a legend should always be on a graph. REPLY 19. Paul McDevitt says: March 6, 2014 at 18:46 Great post with great examples and tips, as always. I always thought the data visualization folks go too far in arguing over pie charts versus line charts – usually pie charts are considered non grata – and forget to think about the core message to be delivered; the insight you got from the data that you wish to get across. So this was a great 'grounding' in simplifying things to just what is necessary. Thanks Paul REPLY 20. David Sealey says: March 10, 2014 at 03:51 For those who want further insight on presenting data for reports I highly recommend Jon Moon's book IMPACT. It has some really good worked examples in and includes some great information on rounding in reports to clarify data. David REPLY 21. Erik Feder says: March 10, 2014 at 10:01 Great post as usual. Just one question – on #6, you wrote "It is also clear that desktop plus tablet, blue, is the most important area of focus." 22. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 18 of 23 27/Mar/2014 5:44 PM
  • 19. 33 34 35 36 37 38 In your version of the graph, it is not stipulated which color represents mobile and what the other color represents. It's obvious to me that the other color represents 'not mobile' i.e desktops/laptops, but in the name of understandability/simplicity isn't it important to have a key showing the viewer what our data represents? (PS – sorry if this is annoyingly nitpicky, it really is an awesome post) Erik REPLY Erik Feder says: March 10, 2014 at 10:03 Never mind my last comment – just saw that you already addressed this with Matthew. REPLY 23. Eli Kallison says: March 12, 2014 at 16:15 Wow, what a great display transformation in #7 for targeting in-state consumers more effectively. Love the way you did that bar graph. REPLY 24. Gautam Gogoi says: March 15, 2014 at 08:15 Hello Avinash, Super blog. Truly enjoyed reading it. I was making a deck showcasing a new idea and came to this site for inspiration. But i noticed that what you have wrote here is mainly with regards to data presentation. But since i was making a pitch for an idea this was not entirely relevant because i dont have data points at this moment. The point i am trying to make here is that as analysts we also have to make presentations without numbers regarding ideas we would like to implement. So such kind of presentations are also equally important. So if you agree you might be kind enough to take that up in one of your future blogs. Would love to hear your views on the same. Thanks REPLY Avinash Kaushik says: March 15, 2014 at 23:07 Gautam: Most of my public speaking is in context of presenting new ideas and frameworks that influence thinking in different ways. I completely understand your point. I'll definitely try and consider writing on the topic in the future. Avinash. REPLY 25. Andy Melton says: March 18, 2014 at 13:31 I really enjoyed this post and your take away points are spot on. Throughout this post I kept remembering something I learned as a young lieutenant in the Navy a hundred years ago at the Pentagon when I had to present data to decision makers. We used to say, "Be very careful about giving an admiral a number. He'll just use it." I have always felt responsible to ensure that the data I presented would lead to a decision the analysis supported and that confusing presentations can lead to erroneous decisions. REPLY Avinash Kaushik says: March 22, 2014 at 19:15 Andy: Thanks so much for sharing your experience! I love the quote. Something we should all of us in the business of data should print and keep handy. :) Avinash. 26. 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 19 of 23 27/Mar/2014 5:44 PM
  • 20. 39 REPLY Oscar says: March 20, 2014 at 04:49 I like this part on your article: Eliminate distractions, make data the hero! Sometimes we tend to write a lot of things and lose our focus on interpreting or explaining more about the data presented. REPLY 27. Trackbacks Marketing Day: February 25, 2014 says: February 25, 2014 at 14:03 […] 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize, http://www.kaushik.net […] 1. “Decrapifying” Data Presentation | User Experience Research says: February 25, 2014 at 18:02 […] I really enjoyed today’s blog post from the famous Googler and entrepreneur Avinash Kaushik on tips for data presentation, particularly the importance of moving discussion quickly off data and onto insights and actions. […] 2. 7 Ways To Be the Most Interesting Person in Any Room, and More – Roger’s Picks | Neuromarketing says: February 28, 2014 at 06:29 […] Does your brain check out when charts and graphs pop up on a screen? The versatile Avinash Kaushik teaches us how to make a lasting positive impression, even when presenting otherwise boring data. There are plenty of helpful (and illustrated!) tips in 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize++. Data doesn’t have to be a cure for insomnia! […] 3. Read these articles this week: | Abdo Shalaby! says: March 1, 2014 at 22:05 […] 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize […] 4. Great data visualization post says: March 14, 2014 at 10:36 […] I intend to write a longer post on dasbboards for direct marketing, but for now I’d like to share a great post on data presentation tips: 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize Avinash Kaushik is a data guru and a data driven marketing thought leader. You should follow his blog! […] 5. Visualización de datos | el blog de yago says: March 22, 2014 at 06:34 […] Ejemplo errores Avinash […] 6. Add your Perspective Name * Email * Website 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 20 of 23 27/Mar/2014 5:44 PM
  • 21. Author, Digital Marketing Evangelist - Google, Co-founder - Market Motive. Read more » Web Analytics 2.0 *Audio Summary* POST COMMENT Notify me of followup comments via e-mail Avinash Kaushik Connect Email: blog at kaushik dot net Blog Subscription via RSS Feed, via Feedly via Email: Enter your email addres GO My Startup Internet Marketing Training & Certification. My Books 7 Data Presentation Tips: Think, Focus, Simplify, Calibrate, Visualize http://www.kaushik.net/avinash/data-presentation-tips-focus-think-simpli... 21 of 23 27/Mar/2014 5:44 PM
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