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Effective Data Visualisation in Excel

Effective Data Visualisation in Excel

Career

Presentation

Universal

60 minutes

Jonathan Schwabish

Senior Economist

Urban Institute

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Everyone who works with data needs to communicate their findings, their analysis, and their conclusions. It could be in an internal briefing or memo, a management report, an annual report or a scientific article. But how do you present your data in a powerful way? How do you achieve the goal of your presentation? How do you tell a story with your data to convince your reader or your audience?

Knowledge about effective data communication is essential. In this presentation, we explore how to expand the data visualisation capacities of the Microsoft Excel software tool. Though there are more and more tools available to analyse and visualise data, Excel continues to be the leader in the field, used by millions around the world every day.

Effective Data Visualisation in Excel

  • Moving beyond the basics in Excel requires some knowledge of how the tool works.
  • Data analysts will likely be familiar with using the basic drop-down menus in Excel, but there’s more to learn!

This session will explore:

  • How to move beyond Excel defaults.
  • How to encode everything in your charts with data. No text boxes, or drawing lines, shapes, and other objects.

Key takeaways:

  • How to use data to add annotation to charts in Excel, generally.
  • See how different Excel chart types can be used more flexibly.
  • How to create a custom colour palette in Excel.

Effective Data Visualisation in Excel (preview)

First shown at People Analytics World, April 2021

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Jonathan Schwabish PolicyViz Data Visualisation in Excel Visualization DataViz

Jonathan Schwabish

Senior Economist, Urban Institute

Founder, PolicyViz

Dr. Jonathan Schwabish is an economist, writer, teacher, and creator of policy-relevant data visualisations. He is considered a leading voice for clarity and accessibility in how researchers communicate their findings.

His book Better Presentations: A Guide for Scholars, Researchers, and Wonks helps people improve the way they prepare, design, and deliver data-rich content. In his most recent book, Elevated the Debate: A Multilayered Approach to Communicating Your Research, Schwabish and his colleagues help people develop a strategic plan to communicating their work across multiple platforms and channels.

  • Adjunct Professor, Georgetown University and American University