#195 [Radar Recap] The Art of Data Storytelling: Driving Impact with Analytics with Brent Dykes, Lea Pica and Andy Cotgreave
5 Apr 2024 · 41 min
Brent Dykes, Lea Pica, and Andy Cotgreave discuss how to turn raw data into stories that drive decisions. They break down the narrative arc: hook, rising points, climax insight, and actionable recommendations. Key mistakes include copying dashboards onto slides, using unreadable fonts, and burying the key finding under technical detail.
Chapters
Hi, I'm Maggie, VP of Curriculum at datacamp, and I know firsthand how overwhelming it can be to keep up with the rapid changes in data and AI. But staying ahead doesn't have to be hard. That's why our curriculum team has curated the best learning content to help you and your team stay ahead, covering everything from data and AI literacy for busy executives to cutting edge generative AI for developers, and everything in between. Whether you're upskilling yourself or your team, we make learning practical, engaging, and flexible. It just works. Power your data and AI transformation journey on datacamp.com.
Hello, everyone. Welcome to the session. I'm Richie.
Hi.
Every data professional has had the experience where they've done an amazing analysis. They've sent a report to the results to their boss, or maybe they've presented their results to the company, and then absolutely nothing happened. And so an important reason for doing analyses is that something useful takes place afterwards. If your audience doesn't understand why your results are important, then your work's not going to have an impact. So data storytelling is a powerful tool to increase the engagement of your audience. So this is an essential thing to learn about for your career success. And we've got three illustrious speakers to teach you their storytelling secrets. First up, Brent Dykes is the chief data storyteller at Analytics Hero. He's also the author of Effective Data Storytelling. We also have Leah Pica, who runs Story Driven Data. She's the author of Present Beyond Measure as well as hosting the podcast of the same day. All right, so all three of our speakers have got decades of experience training companies in data communication skills, and I'm pretty keen to hear all their tips on how to make use of data storytelling. I hope you are too. Okay, so let's hear what they have to say. Now, to begin with, might wonder, why do you need to create a story for your data instead of just letting the data speak for itself? Andy, do you want to take this one first?
Yeah.
Well, I think the fundamental thing is data doesn't speak for itself, Right? It's just like a neutral atom of information, and then the second you aggregate it, it becomes a subjective decision you have made when you aggregate it. Even if I average, somebody asked, am I a city or a United fan? Well, I'm a Manchester City fan. For those that don't like that. I'm sorry, but that's my truth. If I was to average the wages of everybody who worked at Manchester City, I can tell three incredibly different stories. If I choose a median, a mode, or a Mean average. Right. You know, and that's at the most fundamental level of data, doesn't speak for itself. I get to make that choice. They're all valid choices, but they're completely different stories. So that's the power we all have as data analysts, is the second we take those atoms of information, we are curating and editing the insights we found to convey information, to drive decisions. So that's my nutshell answer.
Okay. I like the idea that you're making choices about what you include in your analyses. Brent, do you have anything to add to that?
Yeah, I would add to that, saying that often when we look at our numbers, they speak to us. We look at a dashboard, we look at a report, we look at some information, it speaks to us. And we assume that it's going to speak to other people equally well because we can. We've spent hours in the data, we've analyzed it. We've. We see the patterns in the things amidst the noise. And then when we share that out, we assume, oh, it's going to speak to them like it speaks to us. But it doesn't. And so that's really that process. We need to go from really putting it into an explanatory format so that it can really speak to others.
I feel it's a very common communication problem where you think, oh, this is really, really obvious, and then nobody else gets what you're on about. So, yeah, I like the idea that it's going to help communication.
When I was first building dashboards, one of the most humiliating but important things left, things I learned is to sit down with your target users and get them to use the dashboard, but sit behind them and don't tell them how to use it. It's a very humbling experience because as Brad says, you think you've designed something perfect and then you give it to real people and they just have no. You know, I'm like, why did you not use the filters I put on this dashboard? And they're like, what filters? I was like, what? I'm like, they're there, but people don't see them. Right. So, yeah, it's. Yeah, do those tests.
Absolutely. That's great advice there.
Leah.
Do you have anything to add on why storytelling is important?
Well, stories are important because we're human beings. So, you know, they show research, especially the work of Dan and Chip Heath in Made to Stick. He shows what actually happens when you share information via just numbers and figures versus tying it to a story. And the results being for them, the results don't speak for themselves. The story speaks for itself, where the story data is always remembered for longer and more comprehensively than just the figures. And what I love about that story is you'll probably remember that now better because I told that in a story, so we just made it really meta.
Yeah, I like that idea. Yeah. It's going to help you help the audience remember things, which is probably why what you wanted. Excellent. All right, so hopefully everyone's persuaded that you actually need to make use of data story, but I'm sometimes not sure. Okay, I've done some analysis on, like, a sales pipeline or something, and then how am I going to turn that into a murder mystery novel so it's not obvious? Can you tell me what sort of a plot a data story might have? Let's make this the order of a bit. Bryn, do you want to go first this time?
Yeah. So, I mean, there's a specific approach that we take with a story, right. There's this narrative arc. You may have heard of Freytag's pyramid, or you may have heard of stories have a beginning, middle and end. Basically, there's this arc that we're building up to in my book, I talk about it. We start with a setting. You have some kind of hook that gets people interested in what you have to say. So that might be where, hey, I noticed that there was this metric that decreased or spiked up, you know, and that would capture the interest of your audience. So that. That would be that hook. And then you basically build up to your climax of your data story where you have. In my book, I talk about it being an aha moment.
Right.
That's your main insight that you're sharing with the audience. And hopefully, you know that it's going to mean something to them. And then we have what I call rising points. We basically share bits and pieces, the critical pieces of our analysis that really unpack what's going on with this problem or opportunity that we've identified. And then building up to that aha moment. And then we're not done at that point. Once we get to the climax of the story, we don't end on the climax. We actually then say, okay, what are we going to do about this? What are the actions? What are the recommendations? What are the options that this audience can consider? And so really having that story arc that adds tension, that adds, you know, interest. There's intrigue. You know, we get all of that rich benefit from telling a story that perhaps a reporting structure wouldn't really necessarily generate the same intrigue or interest I.
Think the first point about how you've got to have a hook at the start to get people to care is going to be really important, because actually, if you don't do that, then the rest is going to be ignored. The other point about having a data climax somewhere near the end seems interesting. I'm wondering what that would look like. I don't know, Andy or Lea. Like, what's going to be this key moment? Leah, do you want to go?
I'd love to do this because I'm from a musical theater background and I'm obsessed with movies. So this is my advice. You make the villain of the story dastardly. This is what I feel is missing from a lot of our data presentations where we don't actually blow it up as much. What is the problem that your customers are facing? How can you show the data that is going to help them? So the villain dastardly. That climax looks like, you know, 99% of people that we pay for to land on this landing page are leaving. We're paying for 99% of people who leave. Make it dastardly, and then put the downside of that, the stakes that you have to lose as a result, and then put it in terms that the audience actually understands and cares about. Are you losing money, market share, brand favorability, customer satisfaction, customer retention? What are you losing? And blow it up? People don't care if you go in and you're like, yeah, our p. Value of artisans.
No.
Like, that's a really harsh impression of a data.
That's my business reality.
Leah, would you watch a movie where people are like, oh, no, it's not that bad. He's.
He's.
So.
He's an okay guy. Like, no. So let's bring that to. How can we bring that to the actual challenge that our customers or our stakeholders are facing? Thank you. I just get that out.
And that felt therapeutic. I like the idea of blowing stuff up.
It was cathartic.
It was all right.
So, Andy, it seems like you took a little bit of issue with the impression there. So it seems like you have to tailor your story to different audiences.
Just.
Do you want to talk us through how you might do that?
Just to add to what Leah and Brent have said, I'm just going to paste a link to a YouTube video from Kurt Vonnegut, who's a fantastic author, about the story arcs of data. Right. You know, it's just. Think about that arc. There are seven different story types. Think about what stories exist in our storytelling. Somebody, Ben Jones, who runs dataliteracy.com he did a great talk a few years ago about applying the different seven. Those seven story narratives to data. So thinking about that narrative is really important. The thing about tailoring, though, is not everything has to be a data story. Right. Sometimes I find in the dashboarding world, people think, well, the dashboard has to tell a story, so you have to. Or is that about story finding rather than storytelling? First we need to make those distinctions. And then in terms of different audiences, I mean, the thing is, I think in a presentation, you have to know which audience you are targeting and design for those people. And if you have 10 audiences in 10 different types of people in one audience, it can become a challenge, which is probably beyond the scope of the ability. I've got to answer right here, but yeah. All right.
So I like that idea of distinguishing between, like, gear upfront exploratory data analysis, where you're trying to just see what. What's going on, the data and the explanatory stuff that happens later on. That's when you tell your story. Okay, Brent, do you want to talk about tailoring things for different audiences?
Yeah, yeah.
One of the.
One of the examples that I use in my book is I talk about Robinhood. And so if you think of all the different ways that Hollyw has shared that story of Robin Hood, there's different ways in which they've done it, right? So you have the animated version with Disney. You have Kevin Costner as Robin Hood with his mullet. You have Russell Crowe, you have Errol Flynn with a musical. You have all these different kinds of men in tights. You have all these different versions of the same story.
Right.
But they're told to different audiences. So it's very. You know, one of the things I talk about is, even before we get into the narrative structure and all that, who is the audience? Because it's going to change the way we deliver the story. Because if you're addressing a technical audience, that's going to be different than a business audience. If you're sharing your story with an audience that is very data literate and data savvy, that's going to be different than maybe an audience that isn't as data literate. And then the other example would be, what if you're presenting to the team that implemented the process that you are now nitpicking on? That's going to be a different approach than maybe an audience that has nothing to do with implementing or setting up or devising that process. Right. So you can be much More open and candid with them. So all of those adjustments will impact your story and how you tell your story. So definitely, you always need to think of your audience first before you build your data story. And then obviously, we've talked a little bit about the structure and stuff that's going to come later. But if you don't understand your audience, it's going to be hard to tell them a story that's going to really resonate with them. And sometimes, you know, you have mixed audiences. That's a real challenge, right? You have people who maybe come from the technical side, the business side, maybe have executives, stakeholders who are the decision makers. And then you have other influencers and different things. So you, in some cases, you might have to prioritize who you're going to really target. You might have to sacrifice a couple of the audiences in the room, because it's like, okay, I can't tell 10 different versions at the same time. To all everybody in the audience, I have to maybe say, you know what, the CMO or the CTO are the priority, and I need to make sure that she gets it, you know, and that this resonates with her. Maybe some of the other people in the room, you know, I'm going to have to follow up with them and give them maybe a different version that helps explain it a little bit better for them. But those are some of the choices, the hard choices that we have to make as data storytellers.
I find the idea of sacrificing audience members strangely appealing. We'll bring that back to, like, a future radar. But no, seriously, it just seemed important to think about who are the key decision makers or the people that really need to understand your story when they're in a room, if you've got lots of people there. All right, so let's move on to talking about presenting data, because this is a common place where you have to do storytelling. So first of all, what are the most common mistakes people make when they present data? Andy, do you want to.
I was. I was sat in a meeting about seven years ago, that was 2018. Our CMO was presenting some data to an audience. And I Finally, after 20 years of a career, I was like, this is awful. She's saying, as you can see, blah, blah, blah, this, that, and the other. And I'm sitting there going, nobody knows what she's talking about. The data's sort of on the screen, but I don't know. And I'm like. And I've been in meetings like this my entire career. So so that. So instead of listening to that meeting, I then wrote down all the things that people do wrong when they're presenting data and how to fix it. And that, that, that should turn into a book. But yeah, Lee has been leading on this for years as well. Her courses are brilliant. The two, I think, right, I'm going to go. Three mistakes. First of all, if you copy and paste a dashboard, which has been designed for exploration on a small screen onto a PowerPoint slide and say, as you can see, blah, blah, blah, that's a failure. Because the dashboard is designed for a small screen. Dense information, not designed for a big screen. Don't do that. Second mistake is people think, oh, I'm presenting on a 200 inch laptop or a keynote screen, so it's a big screen. I don't have to adjust anything because it's a big screen. But if I'm sat in the 10th row of a meeting room or in a keynote room or even on a virtual meeting, actually, that screen, the real estate in front of my field of vision, is smaller than the real estate of my own laptop by my own cell phone. Right. So it's not a big screen. So you have to adjust fonts accordingly. You can feel my passion rising here because this is something that drives me down.
As I get deeper into middle age, my eyes get tired. Yeah, I'm definitely with you there. That's right.
When I was 18. Well, no, when I was 25 or 23, in my first job, somebody trained me in presentations and they were about my age, 53. And they said the smallest font on your screen should be the age. Should be the size of the age of the oldest person in the audience. Right. So the smallest font. And I was like, I'm 23, I don't care. Now I'm 53. I'm like, oh, yeah, he was totally right. And then the final thing is pointing. If you stand at a lectern and point like this and go, as you can see, this, that and the other. The only person who knows what you're pointing at is you. You have to physically bring attention with PowerPoint, like arrows or good clickers to what you're pointing at. Otherwise everyone in your audience is just seeing you wave a magic wand without knowing what they're going up. I will stop there and just take.
A moment to relax.
But please be better at presenting data, everybody.
I feel like.
Thank you.
Brilliant examples, I'm sure, like Leah and Brent, you must have examples of terrible presentations as well. Leah, do you want to talk us.
Through an example I do, I just want to name that. This feels very therapeutic for us.
Yes. I don't feel like I'm getting closure to these issues. Nothing's happened to some people, changed.
Really? Yeah. Hopefully they're not watching, but. So I second all of that. One of the mistakes that I want to name is technical people presenting very technical details to non technical people. So oftentimes what I find is we are trying to show, to demonstrate just how hard our work was, how hard we worked on it, how long it took us. All the details, all the CP value comment earlier, we'll go back to that one and we just sort of talk over our audience when what they're trying to do is they don't care. They don't care about any of that. What they care about is did your analysis lead to something they can take action on and why should they act on it? Because what is at stake if they don't take action? So for me, present all of your technical details to your boss, have a dance party, celebrate how hard you worked, but keep what matters to the stakeholders, keep that for them and really pretend that you're trying to explain this to, to a 12 year old, you know, because that might be their level of savvy in terms of the kind of information you're working with.
I like that.
Like even might go, okay, I'm speaking to someone who's a grown, but let's go down a bit just to make sure they actually have, they can actually have something to take away. And yeah, you're at the point that you want some kind of action to happen afterwards. So there's got to be a call to action within your presentation that seems violating. Brent, do you have any examples of presentation mistakes? What do you need to get off your chest?
Yeah, what I need to get off my chest when I speak at a conference, you have your dedicated breakout session you'll speak at. Then usually I'll poke my head into other breakout sessions and then I'll see just these very complex diagrams of data pipelines and how all this stuff, they're data dumps. You're basically dumping all of the information all at once. And, and it speaks to what we said we talked about at the beginning. It's that curse of knowledge. Right. The people that are presenting, they totally get it. They know what they know, but it's hard to not know what you know. And so that's the challenge that a lot of times we run into as presenters, we don't take the time to kind of say, wait, A second. I'm obviously biased. I already kind of know this problem. I've already, I've spent hours, days, weeks analyzing this. It's really that step to kind of say what is going to really communicate strongly to people that haven't spent as much time as me in the data don't know it as well. And so I think a key step in that, that often is neglected or overlooked is maybe taking time and saying, hey, I'm going to be presenting this at an upcoming meeting or conference or whatever and get a perspective from somebody who maybe isn't in the data like you are and see if you're able to communicate your points clearly to them. You know, I think if many people just did that, just got feedback from somebody before they presented, and then they would realize, oh, oh, wow, like, I didn't realize that you didn't know this assumption or I didn't know that this wasn't coming through clearly. That curse of knowledge really trips us up. That, that's a big problem.
Definitely seen a lot of slides where I'm like, yeah, I'm not going to be able to understand this in any time soon because of course, yeah, in a presentation, people got to understand it in more or less real time, haven't they? They're not going to spend 20 minutes thinking about.
Yeah, I think the thing I find when I'm, when I'm talking to people about this, I'm like, why are you making this presentation? Right. You are making the presentation to try and share insights to drive change. So if you actually care about doing that, then make it work. Don't just stand up and blah, blah, blah, blah, blah. You know, Leah, fantastic, fantastic impression of every, You know, just don't, don't tell me, don't bother, right? If it's not that important, just give me five minutes back. If it is important, bring the energy in it that you need to make that change. And it's hard, you know, I mean, we've got a question about how to practice and get better at this. And it takes practice and it takes dedication and it takes repeating and thinking about what you get to talk about.
Absolutely. All right, so we talked about presentations. The other case where you're going to want to use a story is in a report. So can you talk me through how you might change a report in order to include a story? Like, does the content need to change? Does the structure need to change? Like, what would you do differently to include a story? Brent, do you want to go?
Yeah, no, I'm super passionate about this. So I'm glad you gave me first dibs on this question. So one of the things I talk about is if we take a standard report and I'll just give you a basic example, you've got four sales regions, so you've got north, south, east, west, right? So how would you structure your report? Well, I'd have a slide on the north, I'd have a slide on the south, and have a slide on the east and the west. That's the reporting structure. Right. We're kind of methodical and we basically are systematic. Right. We kind of go through a set of things in an order and we're not going to skip over one of the regions. Right? Because we're trying to be comprehensive. We're trying to cover everything in a data story. It's completely different. What we're doing is we're basically saying, hey, nothing's weird in the north region, nothing's weird in the south of the east region. There's something going on in the west region. So I'm not going to talk about those other regions. I'm just going to dig into what's the problem in the west region and I'm going to show you that, that we're under training our sales team, or basically they're skipping on the trainings and that's why the west region is underperforming. And then we go through telling a story. So the reporting structure is very different, right? It's kind of very organized and structured in a meaningful way, very comprehensive. Whereas a data story is really diving into a specific opportunity or problem and really explaining it. Now there's kind of a step in between those, where I call it narrative reporting, where we're taking that standard report that we have, north, south, east, west, and we're adding in a little bit of context, we're adding in some interpretation of maybe some key observations that we have. But still, it's still reporting, right? Because the structure hasn't changed. We're just adding in, layering in the observations and the context and different things. But that story, the structure of a story is going to be that narrative arc we're going to take, take people through. And so the simple way of thinking about this is report structure is really about the what, the narrative report. That new kind of in the middle is kind of what plus. So adding the context and interpretation. And then if we go over to the data story, that's the why plus. And why do I add the plus to the why? Well, we're digging into what's causing the problem in the West. But we're also offering solutions, we're offering options to help fix that problem that we're seeing in the west region. So that's, that's kind of how I, I look at how we can make reports more like stories by doing narrative reporting. But at the end of the day, unless we're willing to fundamentally change the underlying structure, reports can never become stories if they don't change their structure.
Okay.
Yeah.
It just seemed like the, the order of the content is, is going to really affect how people read it and how people listen to us. It's like scientific papers where everyone sort of reads the abstract and then they jump to the conclusions. Have to read it out of order because it's like it's not written the way most people want to read it. Okay. Do either of you do have anything to add on how you might change the structure of reports? I felt fairly comprehensive, but I don't know whether you want to say something.
That is a tough act to follow. I cannot improve on that answer.
All right.
Okay. I'll just add one thing. Just one quick tip. If you look at the background behind Brent, he's got covers from Marvel Comics. Marvel Comics are grid based. All comics are grid based narratives. Right. And certainly in the western culture, we read from top left to bottom right. That is really an applicable thing you can turn. Specifically when you're making a dashboard report, it's like, what is your flow? So go from the overview and create that flow there. Comic strips. There you go. I've just given you all an excuse to go and read some comics and use those as inspiration. I have genuinely used them as inspiration for a lot of dashboards. They're very helpful.
So, Andy, I'm actually going to be publishing a blog post on how what lessons can we learn from comic books and apply it to data storytelling? So just giving everybody a heads up. That's coming.
Collab. Yeah. Let me know if you want to proofread or some thoughts because I've got many.
All right, so we ought to talk about data visualization because having some images is going to make your story a bit more pretty, a bit more engaging. So who can talk me through great data visualization? Like what do you need to do in the context of data storytelling? Go on, Leah.
Well, I think something important is to know the audience. And then if your audience are not made of data visualization experts don't put Mary Mekkos and spider graphs and highly complex alluvials and graphs that they're going to spend their time trying to decipher and figure out how to read instead of just immediately intuiting and understanding what you are trying to explain to them. So the visualization you choose absolutely matters. So it's really worth getting to know the different kinds of data and messages that you're trying to convey with that data. And the real key is if you plop it in front of them and you make an observation about the data because you want to not let them figure out the story, you are there to tell them. The story is that if you make an observation about the data and they near instantly understand and come to the same conclusion, you've chosen an appropriate data visualization for your story. That's my rule of thumb.
I like that.
Yeah.
No difficult statistical plots if the audience doesn't care about that sort of thing.
Or doesn't have the experience.
Okay. So database feels very close to dashboarding. Andy, do you have an opinion on this?
Yeah, I think generally a lot of them, whether it's storytelling or dashboarding, generally the advice is generally the same. I find most people in the date of his career go. Go through the similar path. And Brent and Leah, if you did the same as me at the start, you don't really know what you're doing, so you just press the bar chart or pie chart button in Excel. Then you learn a little bit about data visualization and how to use these tools. So everything you do is like radar charts and mari macas and all the complex charts because you think you're really good. And then you go through the trough of disappointment in that nobody has a clue what you're looking at. And the wiser you get, the more and more you just draw bar charts because they might be boring, but they are effective. Right. We're trying to convey information as simply as possible. And as I've done this for years, there is a great joy in crafting a bar chart that hits that goal that Laia just said, can I make a bar chart deliver the insight? One other example of that is if I want you to focus on one particular bar in that bar chart, that's the one I'll color a dark blue. Everything else will be gray. Simple things like that make beauty, but in simplicity. Oh, yes, Right. But it is possible to tell a story very effectively with a very complex chart. This is a challenge, right? If you want to see the master of somebody doing this, go and watch Hans Rosling's TED Talks. He told amazing stories with complicated animated scatter plots that have color, size, shape, and Everything. And yet he brought it to life because he recognized I have to explain what this is. I have to explain what this is, what this dot means, what this color means. Now we can understand complexity, so it is possible to do it all. But I think, you know, start if you're, if anybody listening, if they're early in their career, really keep it simple. Really keep, keep it simple and build up the skill over time.
Before we wrap up, we have to talk about generative AI and I suppose this can be a bit controversial. So Leah, I know you, I saw you on LinkedIn. You were recently posting about complaining about using generative AI to create presentations. Do you want to explain what you the problem is? And then I think we have a probably gonna have an argument.
Sure. And I want everyone to know I'm a generally agreeable person. I only complain on panels about things. So I just wanna make that very clear. So generative AI is a tool, kind of like PowerPoint that is best when we have a certain skill set and intention that we bring to it. And it's a little bit of the wild west. So one of the questions I get a lot from workshop participants is, is this all irrelevant? Is this entire skill set just going to go away? Because I can just go to AI and tell it to make me a presentation with a bunch of slides and do it for me. So I went and AI is really an exercise in good communication and clarity. It's actually great for human interaction in some way because you are being so. You have to be so explicit. But no matter what I did, no matter how much explicit direction I gave for creating slides with simplicity and gestalt principles and structure, it just kept creating these crazy conglomerations of 3D rounded spike pointed bars with rainbow gradients. And my son and I had a blast trying to get it to do what we wanted. And it just kept getting worse. And really the last straw for us was the final slide. They put it, the slide in a room with a bunch of fake people with like thermostats on the wall. And I'm like, I didn't ask for any of this. So where I think we need to know where it's going to be useful. So some of the places I'm enjoying using AI for presenting, I use a framework called storybrand for a lot of marketing storytelling and it knows the story brand framework and you can help train it on that. A but I like to kind of have it structure a presentation, like give me an outline of what it would do with a certain objective that I have. I train it on a kind of audience avatar I'm presenting to like a typical C level, who I have to convince and what their challenges are, what they're looking for, and then kind of upload my outline into it and have it evaluate whether it feels compelling or not. So those are some of the ways I'm exploring.
So.
So know what to use for it and beware when it comes to the visual aspect. So rant complete.
Okay. Absolutely.
Yeah.
You gotta be very, very careful in terms of making sure that the output quality is decent. Andy, I'd be amazed if you're not doing anything with.
I mean, I know we need to go on to questions, so I don't think there's much I can add to what Leah has said. You know, there are things it can do amazingly, but if you try and do exploratory data analysis or storytelling with generative AI, it is at the moment laughably bad for actual production level output. And it's the antithesis of flow. You know, one of the great things about using tableau over 12 years is that I get in a flow state. I'm just playing with data and using my skills in the exact thing with Gen AI, you type something, you get anxiety because is it going to create usable output? And then you get bored because it takes forever. So then you context switch and go and look at TikTok and then you know, and then that's what you're doing. You're going through anxiety to boredom endlessly. And it's like, well, that's not how I want to do my day job. It can be brilliant. It's got a long way to go.
All right, okay.
I would just quickly add, you know, I think really data storytelling is going to be augmented. You know, when we look at data storytelling, the role that AI is going to play, it's going to augment our abilities and skills. I don't see data storytelling being automated. Fully automated.
Yeah. So that for everyone listening, you've got to keep learning stuff. Still security. Yep, absolutely. All right, so the top question comes from Barat. What's the biggest pitfall people make when they present data to an audience that isn't familiar with your subject area expertise? How should you patronize the audience on.
Some of the terms?
So I'm not sure about patronizing, but how much do you need to explain jargon if people don't understand what you're talking? If you don't understand the subject?
I mean, I feel like we sort of answered that already. You know, my Three points about how to present data. Leah and Brent talked about that as well. Probably don't need to repeat those. And then I think, as Brent said, which audience are you talking to? If you've got six audiences, which ones do you have to sacrifice? And then I think it's fair to make assumptions that not a lot of people know the technical terms you're talking about. So on the side of caution, what.
Do you benefit from? Using jargon. Right. It's a shortcut for a technical audience. If it's not a technical audience, then the jargon is actually problematic because people don't know it. So I would say avoid jargon unless there's an advantage of using it because you're speaking to a technical audience that quickly gets the shortcuts that you're using.
If I can add to that. So two things. One of the biggest mistakes I see is practitioners or presenters using a lot of acronyms for technical jargon. So not only are they using the jargon, but they're plastering it with these abbreviations. And people are like the ACL and the zyx. What? What? So, you know, if you're going to use acronyms, especially jargon, make sure that the audience understands what they are. You define them in the beginning, and then you can repeat it later. And then the other thing. And I know Brent is going to back me up on this one. Huge fan of analogies. If you have to explain something technical in order for the audience to understand the story. So if the technical part is necessary to understand the story, analogies are mini stories. They're a comparison between a concept to something relatable in the real world, that people can make a connection and then understand something that's conceptual and inaccessible, and it makes it accessible to them. So I think there's great examples in our books for that as well.
Can I just add one more example? Sorry. Particularly giving technical presentations, you know, if you're teaching people how to use Tableau or Excel or whatever, you've got the content you can deliver in the talk. But then we have blog posts, we have LinkedIn. Right. So really good practice is I can deliver content at this level in this 40 minutes. But here's a link to all the context and further reading. Right. So all the things you can't get in the talk, you can have a link live when that talks go. When that talk's ready to go. And that works for technical talks, but also for important presentations you might do with data in an organization.
Excellent. All right, I really like this question. How do you tell stories that may be uncomfortable to tell or upset stakeholders? How do you upset your boss without. Without causing your problem?
It's a tricky one. Yeah.
Go, go. Go for it.
I think no one else wants to.
Answer this really quick. It's about a mindset shift and a reframing of what bad news is, because every story has bad news in it, or else it's not a story. So if something negative doesn't happen in a story, there's no story. There'd be nothing to watch. There has to be a conflict or challenge of some kind. So when you reframe news they don't like as just the next challenge or villain to overcome, but you back that up with a plan of action to show how you plan on turning things around. Now you've created a potential hero story out of what feels like bad news. And the other thing I'll say is it's very important to just acknowledge that up front that, you know, that might be challenging news to hear. It's the truth.
It's.
And what you do as an analyst is you are in service to the truth, but you are acknowledging that it didn't go the way they hoped. So you very quickly have that plan of action as a backup. That's worked well for me.
I would add that empathy is really a key component that we need to have here. Empathy for the audience and really understanding politics and different things. Right. You need to be careful entering into a situation where you're going to embarrass a team or a stakeholder or something like that. That's never our intention, but we could inadvertently do that, and then that kind of defeats the purpose. So we have to have empathy for the audience. We have to think about how we position things. Sometimes it may be doing what's right for the customer and making. You know, it's not about placing blame anywhere. It's about how do we correct this so we can help the customers do something better or achieve what they're trying to do. And so the blame isn't on the people, it's on the. The process. Maybe that is broken that we need to fix for the betterment of the customer. You know, and maybe that's the shift we. We focus or. I was talking to an analyst yesterday, and she talked about how she worked with different cultures, and in one particular culture, she had to be very careful how she positioned things. And so she started, you know, maybe there's like three or four bad things that she had to bring up, but there was one good thing and so with this one culture, she would start with the one good thing and say, hey, this is a positive. Now let's get into some of these other negative things. And so just. That's part of that empathy and just being emotionally intelligent with how we present our things, rather than just like, oh, the data says. The data says, and too bad, and you're screwed, and we're all screwed. And, you know, no, we're not going to do that. We're going to try and be as empathic, pathetic to the audience and emotionally intelligent as we can be.
I have to add that, Brent, I had a practice. I was coaching. Start a presentation, practice session with me. And he goes, okay, here's how I'm gonna start, guys. The bad. I got the bad news. The bad news. I was like, no, no, no, stop.
We lost everything. Okay, so 10 seconds each. Final advice on how to tell stories better. Brent, do you want to go first?
Yeah. I think the key thing for me, one simple lesson is remember, and it kind of highlights what Andy was talking about. There's a difference between exploratory kind of approach, you know, that we do in dashboards, we do in reports sometimes, and what we're trying to do in data storytelling, you know, which is more that focus on explanatory. Right. We're. We're trying to highlight. We're trying to simplify. We're trying to really laser focus in on a key thing that we're trying to communicate and think about every slide. When I don't really use the word slide, I say data scene in your data story has to have a purpose. What's the takeaway? What's the one thing? Don't try and pack in multiple takeaways in one slide or one data scene.
I'm going to have to cut you off.
10 seconds, Andy.
10 seconds.
All right. If I'm in the presentation you're giving and I can't read the fonts on your slide, I will deliver all my wrath onto you. So make sure the fonts are readable. There you go.
Excellent. Thank you, Leah.
Okay, Read a story, watch a story, watch a movie. And notice they all have common things. Drama, anticipation, suspense. A clear, satisfying conclusion. How can you bring that to your presentations?
A clear, satisfying conclusion. I like that.
That concludes our session.
Thank you, everyone.
Good luck, everybody. Thank you.
Thank you. Best of luck, guys.
Yeah. Thank you to the three speakers again. And I hope everyone in the audience learned something.
More from Richie
#359 My Best Friend is AI with Valerie Tiberius, Professor of Philosophy at University of Minnesota
#358 How AI Agents Will Work While You Sleep | Ruslan Salakhutdinov, Professor at Carnegie Mellon
#356 The Forecast for Time Series Forecasts with Rami Krispin, Senior Manager of Data Science at Apple
#355 AI's Impact on Databases with Shireesh Thota, CVP of Databases at Microsoft
#354 Beyond BI: Decision Intelligence with Graphs with Jamie Hutton, CTO at Quantexa
#352 AI Agents at Work: What Actually Breaks (and How to Fix It) with Danielle Crop, EVP Digital Strategy & Alliances at WNS
#351 Will World Models Bring us AGI? with Eric Xing, President & Professor at MBZUAI
#350 How to Make Hard Choices in AI with Atay Kozlovski, Researcher at the University of Zurich
#349 From AI Governance to AI Enablement with Stijn Christiaens, CEO at Collibra