Smart data presentation

Would you like to communicate effectively numbers?


The use of charts and graphs to communicate quantitative information is common practice and always requested in the business world, in any managerial function (balances, forecasts, economical plans, investments, cost structure, selling, etc.) Unfortunately very few know the techniques to manage effective presentations. With this course, you will learn how and what graphic tools to use (charts, histograms, cakes, etc) based on the message you want to communicate to your audience.


Managers working with budget and figures, Project Managers, Sales Managers, Controllers, CFOs and anyone who has the need to be effective in presenting quantitative information (eg. numbers).


This training is also available as Tailored Training 1:1


Although the course is not dependent on any specific software, to get the maximum benefit a knowledge of how to build tables and graphs with your tool of preference (eg Excel, Numbers, etc.) is strongly suggested.



  •  Number value
  •  Mistakes to be avoided in representing numerical graphs
  •  Numbers that show money

Numbers and knowledge

Quantitative relationship

  •  Indicators
  •  KPI
  •  Values

Categories or dimensions

  •  Nominal
  •  Ordinal
  •  Interval
  •  Hierarchical

Relationship between quantities

  •  Ranking
  •  Ratio
  •  Correlation

Numbers that summarize

  •  Average
  •  Median
  •  Moda
  •  Midrange
  •  Range
  •  Standard deviation

Correlation showing numbers

  •  Linear correlation
  •  Ratio

Measures of money

Fundamental concepts of tables and graphs

  •  Quantity (measurements) and categories
  •  When to use Tables
  •  When to use Graphs

The correct use of tables

Show reports through tables

  •  Quantitative-to-categorical relation
  •  Quantitative-to-quantitative relation

Variation in the table structure

  •  Unidirectional
  •  Bidirectional

The correct use of graphs

Encoding data in Graphs

  •  Points
  •  Lines
  •  Barrs
  •  2-D Shapes

Visual attributes used to encode categorical data

  •  Position
  •  Color
  •  Point shape
  •  Fill Pattern
  •  Line style

Graph design solution

  • Nominal comparison designs
  • Time series designs
  • Ranking designs
  • Part-to-Whole designs
  • Deviation designs
  • Distribution designs
  • Correlation designs

Visual perception and quantitative communication

Mechanic of sight

  •  The eye
  •  The brain
  •  Types of memories: short and long-lasting

The attribute of the Pre-attentive process: shapes, colours, spatial disposition, motion Application of visual attributes to design Learn and use the perceptive principals of the Gestalt

  •  Proximity
  •  Similarity
  •  Enclosure
  •  Closure
  •  Continuity
  •  Connection

General design for communications

  • Highlight the data
  • Organize the data
  • Integrate Tables, Graphs and Text

Table design

Structural components of the tables

  • Data component
  • Support components
  • Visual attributes of components
  • Tables terminology

Best practices in drawing a table

  • Delineating columns and rows
  • Arranging data
  • Formatting text
  • Summarizing values
  • Giving page information

Graph design

Maintaining visual correspondence to quantity

  •  Correspondence to the tick marks
  •  Zero-based scales

The use of 3-D

  •  3D depth objects
  •  3D depth graphs

Component level graph design

Data component design

  •  Points
  •  Bars
  •  Lines
  •  Scale lines
  •  Legends
  •  Text

Support component design

  •  Axes and the data region
  •  Gridlines

The design solution for multiple variables

Combining multiple units of measure Combining multiple graphs in a series

  •  Consistency
  •  Arranging
  •  Sequence
  •  Rules and grid lines


  • Duration: 2 days (9:30-17:30)
  • Calendar
  • Price information: 1.200 CHF + VAT (1.000 CHF + VAT each for more than one subscriber from the same company)

Booking your training is easy

  1. Send us your request by filling the following form
  2. You will receive all the information needed to complete the application procedure

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