Justin Malecki gave this presentation on using data to tell your story at Toronto Net Tuesday in April 2012. You can find a full recap of the event here: http://www.techsoupcanada.ca/community/events/toronto_net_tuesday/data_visualization
Invisible Narratives: How to Easily and Effectively turn Data into Stories
1. Invisible Narratives:
How to easily and effectively
turn data into stories
Justin Malecki, PhD
Analyst/Physicist
April 17, 2012
2. Outline
Presentation Outline
My experience in data storytelling
Key principles for effective data storytelling
Principles in action: real-world examples
3. Outcomes
By the end of this presentation, you will…
Have seen several varied examples of effective data
presentation using simple Microsoft Excel/Word tools
Have been introduced to several general principles to help
guide you through your own data presentation needs
Be more prepared and confident to effectively tell the
stories that are hidden in your data
4. Provisos
I’m not a designer
My graphs aren’t very sexy
My approach is old school
My graphs are not interactive
I’ve never been formally trained for this
My approach is very utilitarian: what do I need to do to
effectively tell my stories, nothing more.
9. Key Principles in
Effective Data Storytelling
Know your audience
o Who is your audience?
o How will they read/interact with your story?
o How much data do they really need?
Know the story/stories you want to tell
o What are the key points you want to convey?
o What data will you need to tell that story?
o Know this before preparing data for presentation
10. Key Principles in
Effective Data Storytelling
Have your graphics independently tell your story
o Is your message conveyed through the graph alone?
o Will your audience need to read the text in order to
understand the graphs?
Only include that which adds to your story
o Have you included non sequitur data in your graphs?
o Are there any elements of your graphs that distract the
reader from the story?
o Of each element (e.g. graph type, shapes, colors, textures),
ask “Does this help tell my story?”
11. Example 1: Blog Article
Know your audience
Who is your audience?
o Wide range of people working/interested in solar industry
How will they read/interact with your story?
o Casual, quick reading
How much data do they really need?
o Not much at all
12. Example 1: Blog Article
Know the story you want to tell
What are the key points that you want to convey?
o New Jersey has surpassed its targets for the amount of solar
electricity generation
o Those goals will continue to be surpassed until 2016
What data will you need to tell that story?
o New Jersey’s solar energy targets 2011-2016
o Current and anticipated solar electricity generation 2011-
2016
13. Example 1: Blog Article
Have your graphics independently tell your story
14. Example 1: Blog Article
Have your graphics independently tell your story
Is your message conveyed through the graph alone?
o I think so, at least for the intended audience of solar workers
Does the reader have to read the text to understand the graph?
o Only a little (What’s an “energy year”?)
15. Example 1: Blog Article
Only include that which adds to your story
Have you included non sequitur data in your graphs?
Are there any distracting elements?
Of each element, ask “Does this help tell my story”?
16. Example 2: Solar Module Distribution
Know your audience
Who is your intended audience?
o One client wanting to know details of how solar modules
(panels) are being distributed through the Ontario supply
chain
How will they read/interact with your story?
o Directly and with great detail
o For use in presentation to head office
How much data do they really need?
o As much as possible
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17. Example 2: Solar Module Distribution
Know the story you want to tell
What are the key points that you want to convey?
o How many modules are being manufactured and sold
o Through what channels are they reaching the end customer
What data will you need to tell that story?
o The numbers, all of them
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18. Example 2: Solar Module Distribution
Have your graphics independently tell your story
Manufacturers Distribution Channel End Market
YY* Distributors,
Brokers, Dealers
MicroFIT CAE FIT
YY* 40% DC: XX MW 50% DC: X MW
60% DC: XX MW 60% DC: XX MW
Net Supply YY*
Serving Ontario YY*
Installers/EPCs
XXX MW
YY*
Utility-Scale (RESOP)
Developers/EPCs
YYY YYY YYY MW
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19. Example 2: Solar Module Distribution
Only include that which adds to your story
Is your message conveyed through the graph alone?
o Yes
Does the reader have to read the text to understand the graph?
o No. The only text provided described methodology.
20. Example 2: Solar Module Distribution
Have your graphics independently tell your story
Have you included non sequitur data in your graphs?
Are there any distracting elements?
Of each element, ask “Does this help tell my story”?
21. Summary
4 Key Principles
Know your audience
Know the story/stories you want to tell
Have your graphics independently tell your story
Only include that which adds to your story
Editor's Notes
As should be painfully obvious
This fine print simply says that our results are based on what is told to us by those we interview and that we can’t be held responsible should they choose to deceive us.
This fine print simply says that our results are based on what is told to us by those we interview and that we can’t be held responsible should they choose to deceive us.
This fine print simply says that our results are based on what is told to us by those we interview and that we can’t be held responsible should they choose to deceive us.
This fine print simply says that our results are based on what is told to us by those we interview and that we can’t be held responsible should they choose to deceive us.
(first bullet)It has been almost a year since the domestic content requirements have been increased to 60% for CAE FIT and microFIT projects. Nevertheless, PV installers still have a substantial number of 40 and 50% domestic content contracts that have yet to be built.This report addresses the question: What are the domestic content requirements of existing microFIT and CAE FIT contracts that are likely to be built within the next year?(second bullet)This is an important question as it provides insight into both current and future demand for 40 and 50% domestic content equipment(third bullet with sub-bullets)Our survey includes over 65 PV installers in Ontario who we estimate to represent about 48% of the microFIT and CAE FIT market in the province. By asking PV installers themselves about the domestic content requirements of the systems they have been hired to build, ClearSky Advisors is able to provide a unique perspective on those contracts that are most likely to be built and connected.
(graph, first bullet; consider showing the axes first and explaining before plotting the data)First, we take a look at the average fraction of contracts requiring 60% domestic content that were held by Ontario installers at the end of August but which have not yet been built. We have segmented installers based on their total installed volume in 2011: the small category includes those who install less than 250 kilowatts in a year, in the medium category we have installers who build between 250 and 1000 kilowatts a year, and the large category includes all of those who install more than a megawatt a year. (second bullet)What we found is that 87% of installers’ contracts require 60% domestic content, meaning that 13% of existing contracts require either 40% domestic content for microFIT projects, or 50% domestic content for FIT projects. However, looking at the right most bar in the graph, we see that, if you are an installer in the large segment, chances are you have more contracts with lower domestic content requirements. This is probably reflective of the fact that large volume installers have a greater number of contracts for more time-intensive larger projects obtained before the domestic content requirements changed. (third bullet)It is important to keep in mind that these fractions represent the number of contracts only and not the volume in kilowatts of those contracts. We take a closer look at how the volume of these existing contracts is divided between the various domestic content requirements in the next slide.
(graph, first bullet; consider showing the axes first and explaining before plotting the data)First, we take a look at the average fraction of contracts requiring 60% domestic content that were held by Ontario installers at the end of August but which have not yet been built. We have segmented installers based on their total installed volume in 2011: the small category includes those who install less than 250 kilowatts in a year, in the medium category we have installers who build between 250 and 1000 kilowatts a year, and the large category includes all of those who install more than a megawatt a year. (second bullet)What we found is that 87% of installers’ contracts require 60% domestic content, meaning that 13% of existing contracts require either 40% domestic content for microFIT projects, or 50% domestic content for FIT projects. However, looking at the right most bar in the graph, we see that, if you are an installer in the large segment, chances are you have more contracts with lower domestic content requirements. This is probably reflective of the fact that large volume installers have a greater number of contracts for more time-intensive larger projects obtained before the domestic content requirements changed. (third bullet)It is important to keep in mind that these fractions represent the number of contracts only and not the volume in kilowatts of those contracts. We take a closer look at how the volume of these existing contracts is divided between the various domestic content requirements in the next slide.
(graph, first bullet; consider showing the axes first and explaining before plotting the data)First, we take a look at the average fraction of contracts requiring 60% domestic content that were held by Ontario installers at the end of August but which have not yet been built. We have segmented installers based on their total installed volume in 2011: the small category includes those who install less than 250 kilowatts in a year, in the medium category we have installers who build between 250 and 1000 kilowatts a year, and the large category includes all of those who install more than a megawatt a year. (second bullet)What we found is that 87% of installers’ contracts require 60% domestic content, meaning that 13% of existing contracts require either 40% domestic content for microFIT projects, or 50% domestic content for FIT projects. However, looking at the right most bar in the graph, we see that, if you are an installer in the large segment, chances are you have more contracts with lower domestic content requirements. This is probably reflective of the fact that large volume installers have a greater number of contracts for more time-intensive larger projects obtained before the domestic content requirements changed. (third bullet)It is important to keep in mind that these fractions represent the number of contracts only and not the volume in kilowatts of those contracts. We take a closer look at how the volume of these existing contracts is divided between the various domestic content requirements in the next slide.
(graph, first bullet; consider showing the axes first and explaining before plotting the data)First, we take a look at the average fraction of contracts requiring 60% domestic content that were held by Ontario installers at the end of August but which have not yet been built. We have segmented installers based on their total installed volume in 2011: the small category includes those who install less than 250 kilowatts in a year, in the medium category we have installers who build between 250 and 1000 kilowatts a year, and the large category includes all of those who install more than a megawatt a year. (second bullet)What we found is that 87% of installers’ contracts require 60% domestic content, meaning that 13% of existing contracts require either 40% domestic content for microFIT projects, or 50% domestic content for FIT projects. However, looking at the right most bar in the graph, we see that, if you are an installer in the large segment, chances are you have more contracts with lower domestic content requirements. This is probably reflective of the fact that large volume installers have a greater number of contracts for more time-intensive larger projects obtained before the domestic content requirements changed. (third bullet)It is important to keep in mind that these fractions represent the number of contracts only and not the volume in kilowatts of those contracts. We take a closer look at how the volume of these existing contracts is divided between the various domestic content requirements in the next slide.
(graph, first bullet; consider showing the axes first and explaining before plotting the data)First, we take a look at the average fraction of contracts requiring 60% domestic content that were held by Ontario installers at the end of August but which have not yet been built. We have segmented installers based on their total installed volume in 2011: the small category includes those who install less than 250 kilowatts in a year, in the medium category we have installers who build between 250 and 1000 kilowatts a year, and the large category includes all of those who install more than a megawatt a year. (second bullet)What we found is that 87% of installers’ contracts require 60% domestic content, meaning that 13% of existing contracts require either 40% domestic content for microFIT projects, or 50% domestic content for FIT projects. However, looking at the right most bar in the graph, we see that, if you are an installer in the large segment, chances are you have more contracts with lower domestic content requirements. This is probably reflective of the fact that large volume installers have a greater number of contracts for more time-intensive larger projects obtained before the domestic content requirements changed. (third bullet)It is important to keep in mind that these fractions represent the number of contracts only and not the volume in kilowatts of those contracts. We take a closer look at how the volume of these existing contracts is divided between the various domestic content requirements in the next slide.
(graph, first bullet; consider showing the axes first and explaining before plotting the data)First, we take a look at the average fraction of contracts requiring 60% domestic content that were held by Ontario installers at the end of August but which have not yet been built. We have segmented installers based on their total installed volume in 2011: the small category includes those who install less than 250 kilowatts in a year, in the medium category we have installers who build between 250 and 1000 kilowatts a year, and the large category includes all of those who install more than a megawatt a year. (second bullet)What we found is that 87% of installers’ contracts require 60% domestic content, meaning that 13% of existing contracts require either 40% domestic content for microFIT projects, or 50% domestic content for FIT projects. However, looking at the right most bar in the graph, we see that, if you are an installer in the large segment, chances are you have more contracts with lower domestic content requirements. This is probably reflective of the fact that large volume installers have a greater number of contracts for more time-intensive larger projects obtained before the domestic content requirements changed. (third bullet)It is important to keep in mind that these fractions represent the number of contracts only and not the volume in kilowatts of those contracts. We take a closer look at how the volume of these existing contracts is divided between the various domestic content requirements in the next slide.