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Storytelling with data

Article · 14 min · 8 min lecture

Video lecture

Storytelling with data

13 chapters · about 8 min · full transcript

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Chapter 1 of 13

Storytelling with data

  • Explore vs explain
  • Choose the right chart
  • Declutter and focus
  • Visualise honestly
  • Narrative structure

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Chapters

Data does not speak for itself

Numbers need interpretation. Data storytelling combines data, visuals and narrative to help an audience understand what matters and act. The goal is not to show all the data you have; it is to show the data that supports a clear message, honestly.

From exploration to explanation

When analysing, you explore many charts. When presenting, you explain a few. Ask:

  1. What is the insight? (e.g., "Customers who use feature X renew at a much higher rate.")
  2. So what? (e.g., "Increasing adoption of X could improve renewals.")
  3. Now what? (e.g., "Add X to onboarding for all new customers.")

Choosing the right chart

MessageChartAvoid
Compare categoriesHorizontal or vertical bar chart (sorted)3D bars; pie charts with many slices
Change over timeLine chartToo many lines; inconsistent intervals
Part-to-whole (few parts)Stacked bar or, sparingly, a simple pie with 2–3 slicesMany-slice pies
Relationship between two variablesScatter plotImplying causation from correlation
DistributionHistogram or box plotAverages alone hiding spread
Single key numberBig number with context (vs target or last period)Gauges with little information

Declutter and focus

Remove anything that does not help understanding: heavy gridlines, borders, unnecessary legends, 3D effects, redundant labels. Then focus attention with colour: make the key data point or line stand out in a strong colour and grey out the rest. Label data directly instead of using legends when possible.

Before and after:

Before: 6 coloured lines, legend at bottom, title "Revenue by region 2021–2026"
After:  5 grey lines, 1 bold line for Gulf region, direct labels,
        title "Gulf revenue grew fastest since 2023, overtaking the UK"

Honest visualisation

  • Start bar chart axes at zero; truncated axes exaggerate differences.
  • Use consistent scales when comparing charts.
  • Show uncertainty or ranges when they matter.
  • Do not cherry-pick time periods to create a false trend.
  • Distinguish correlation from causation in your narrative.
  • Label illustrative or estimated data clearly.

Narrative structure for a data story

  1. Context: why this matters to the audience.
  2. Insight: the key finding, stated plainly.
  3. Evidence: one to three well-designed charts.
  4. Implication: what it means for them.
  5. Action: what you recommend, with expected impact and risks.

Worked example

Illustrative. A customer analytics lead at a fictional subscription business in the UK had a dashboard with 25 charts. For a leadership meeting she chose one insight: customers who completed onboarding in the first week had a much higher 12-month retention (illustrative data: 78% vs 52%). She showed a single bar chart with the two groups, the "completed onboarding" bar highlighted, and a headline stating the finding. She added a caveat that the relationship might partly reflect customer motivation, so she proposed an A/B test of an improved onboarding sequence rather than claiming a guaranteed effect. Leadership approved the test immediately.

Numbers people can grasp

Large numbers are hard to picture. Translate: "12,000 support hours a year is roughly six full-time staff." Round sensibly for presentation; keep precise figures in the appendix.

Hands-on: turn a messy chart into a decision chart

1. Start from the question, not the chart. Write: "The audience needs to decide _; the one insight that matters is _."

2. Choose the chart (quick guide):

You want to showUse
Change over timeLine chart
Comparison across categoriesHorizontal bar chart, sorted
Part of a whole (few parts)Stacked bar or a simple 100% bar; avoid pie charts with many slices
Relationship between two measuresScatter plot
A single key numberBig number with context ("up from ___")

3. Declutter and focus. Remove gridlines, borders, 3D, legends you can replace with direct labels. Grey everything, then colour only the data that proves your headline. Write an action title.

4. Build it in a spreadsheet (Google Sheets or Excel) with illustrative data:

Month,Repeat-order rate (illustrative)
Jan,34%
Feb,33%
Mar,31%
Apr,30%
May,28%
Jun,27%

Insert a line chart → remove gridlines → start the y-axis at 0 or clearly mark a break → add a data label only on Jan and Jun → title: "Repeat-order rate has fallen every month since January".

5. Use AI for analysis, then verify. If you use an AI assistant with data analysis features:

Here is an anonymised CSV. 1) Describe the main trend and any outliers.
2) Suggest the single chart that best supports a decision about [X], with a headline.
3) Show the calculation behind any number you state. 4) List caveats about the data.

Recompute any number it gives you in the spreadsheet before it goes on a slide. Never upload personal or confidential data to tools your organisation has not approved.

Common mistakes

  • Showing every chart you made.
  • Charts without a headline stating the insight.
  • Misleading axes or cherry-picked periods.
  • Claiming causation from correlation.
  • Too many colours, so nothing stands out.

Quick self-check

Take one chart you use regularly. Can you state its insight in one sentence? Rewrite the title as that sentence, remove clutter and highlight the key data. Compare before and after with a colleague.

Dashboards versus presentations

Dashboards and presentations serve different purposes. A dashboard supports ongoing monitoring and exploration by people who know the context; a presentation explains a specific insight to drive a decision. Do not screenshot a dashboard into a slide and expect it to tell a story. Extract the relevant view, simplify it and add the headline and narrative that make the point clear.

Using AI for analysis and charts

AI assistants can suggest chart types, summarise data and draft narratives. Check every number against the source, confirm the chart is not misleading, and make sure the insight is genuinely supported by the data before presenting it.

Key takeaways

  • Present a few charts that support one clear, honest insight: what, so what, now what.
  • Match chart types to messages: bars for comparison, lines for time, scatter for relationships.
  • Declutter, highlight the key data and use insight headlines.
  • Avoid misleading axes, cherry-picking and causal claims from correlation; label uncertainty.

Check your understanding

Quick questions to lock in the lesson. They don’t count towards your certificate.

  1. Which chart is best for showing change in monthly revenue over two years?
  2. A bar chart's y-axis starts at 90 instead of 0, making a 2% difference look huge. What is the problem?
  3. Customers who use a feature renew more. What is the most responsible recommendation?

Put it into practice

Take one existing chart, rewrite the title as an insight, remove clutter, highlight the key data and add a one-sentence 'so what'.

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