Course

Data Storytelling for Finance Professionals

Training The Street logoRun by Training The Street
3.5 Hours16 locations

About this course

Business professionals today are swimming in an endless sea of data, but the ability to translate that data into clear, actionable insight is rare. Decision-makers don't want more charts; they want a clear story that leads to a decision.

 

This course provides a practical guide to crafting data stories using time-tested narrative structures and impactful visualizations. Participants walk through the process of building a compelling data story that resonates with decision-makers, alongside best practices to ensure visualizations are easy to understand rather than confusing and easily forgotten.

 

By the end of the session, participants will be able to structure data-driven presentations that stimulate action and apply visualization techniques that focus audience attention on what matters. Practical exercises using financial data reinforce the concepts.

What you will learn

Exploratory vs Explanatory Analysis

  • Understanding the difference and when each applies
  • Framing the right questions for your audience
  • Building presentations that stimulate action and response


Crafting the Data Storytelling Arc

  • Applying historical narrative structures to data presentations
  • Designing the setup and hook
  • Building a trail of breadcrumbs to an 'aha' moment
  • with a clear call to action
  • Techniques for impatient decision-makers


Choosing the Right Visualization

  • Examining effective and ineffective data visualizations
  • How human perception affects chart understanding
  • Knowing when graphics versus tables work best
  • Key visualization types: comparison, trend, composition, relationship, distribution, spatial, and flow


Visualization Best Practices

  • Removing noise: cutting data and chartjunk that doesn't serve the question
  • Focusing attention: applying Gestalt principles and pre-attentive attributes
  • Approachability: labels, gridlines, shading, and formatting for clarity
  • Instilling trust: avoiding common deceptive visualization practices

Further information

Enquire about this course