How to Become a Better BI Visual Storyteller in 4 Easy Steps

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How to Become a better
BI Visual Storyteller in 4 Easy Steps
Mico Yuk
Co-founder/CEO, BI Brainz USA

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Social Reminder
Be sure to join the discussion…
@micoyuk | @bibrainz | @analyticsonfire
#BI2017 | #HANA2017
micoyuk.com

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In This Session
• Learn how to gather requirements more effectively (using our visual storyboard template)
• Discover why visual storytelling is more effective than traditional reporting and why
users 💙 it!
• Learn how to use our visual storyboard to cut down your requirements gathering time by
up to 50%
• Learn how to eliminate gaps in your visual storytelling
• Review a real world enterprise visual storyboard and customer story

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What We’ll Cover
• What is visual storytelling and why is it important?
• Why is visual storyboarding so effective?
• Live Demo: BI Dashboard Formula Actionable KPI Visual Storyboard Template
„ Three components of an effective visual storyboard
„ Eliminating gaps in your visual story
• BI Dashboard Formula Actionable KPI Visual Storyboard — Customer example
• Wrap-up

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In This Session
You will leave with an
understanding of how to
use visual storyboarding to
increase user adoption,
and make your dashboards
more intelligent and
actionable!
Photo Credit: Visual Content Marketing

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“A picture is worth a
thousand words.”
― Confucius

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Let’s define a visual storyboard in the BI world…
sto·ry·board
Noun
1. the process of telling a story for animation through static images
2. a panel or series of panels of rough sketches outlining the scene sequence
and major changes of action in a data visualization

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“The purpose of a storyteller is
not to tell you how to think, but
to give you questions to think
upon.”
― Brandon Sanderson, The Way of Kings

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Copyright © 2017 BI Dashboard Formula (a BI Brainz Group company)
WHY USE VISUAL
STORYBOARDS?
1. communicate
knowledge
2. interpret
experiences

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What We’ll Cover
• Wrap-up

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“Dashboard design is
storytelling.
A good story contains a
beginning, an end, and a
point.”
― I don’t know who said it, but they were right!

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Source: http://visual.ly/science-storytelling

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What We’ll Cover
• Wrap-up

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01Answers the question:
“Where are we now?” by
highlighting the current state of
the main 3-5 KPIs that are being
tracked
“How did you get here?” by
identifying the metrics
associated with the KPIs from
the snapshot. Display how they
impacted those KPIs.
“What do I need to change?” by
highlighting metrics that can
have a direct impact on the state
of the main 3-5 KPIs to help
them reach their goals.
Three Components of an effective BIDF Visual Storyboard
BIBrainz.com/aof/bidfvisualstoryboardownload

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BI Dashboard Formula | ‘Actionable’ KPI Visual Storyboard Template
Download: bibrainz.com/aof/bidfvisualstoryboardownload

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BIDF Visual Storyboard – Current State
ANSWER a single QUESTION:
• Where are you now?

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FOCUS ON
GOALS
1. MUST BE ASSOCIATED
WITH THE BOTTOM LINE
2. TIED TO KEY
COMPANY OBJECTIVES

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§ Actuals
§ Probability (Linear)
Visual Responses
§ Comparisons (vs Target, vs Last Yr)
§ Popular: Bar Charts

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Rule of Thumb
Context is KEY J
§ Clear, easy to read data points that
take the reader through a story
§ Leaving nothing open for
interpretation

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BIDF Visual Storyboard – Trends
• How did you get here?

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FOCUS ON
CAUSES
1. WHAT TRENDS CONTRIBUTED
MOST TO THE CURRENT STATE?
2. HOW DID THEY IMPACT
THE CURRENT STATE?

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§ Ranking to show
top/bottom performers
§ Comparisons (across time or items)
§ Popular: Line Charts to show trends
Visual Responses

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Rule of Thumb
§ List of causes should be dynamic
§ Highest contributing factors to current
state should be clearly shown as
metrics
Source - http://www.tableausoftware.com/about/blog/2015/5/82-preview-tell-story-your-data-story-points-30761

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BIDF Visual Storyboard – Forecast
• If you don’t change anything, where will
you end up??

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FOCUS ON THE
FUTURE EFFECT
1. WHAT CONTRIBUTED MOST TO
THE CURRENT STATE?
2. HOW DID IT IMPACT THE
CURRENT STATE?

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§ Combine with
Current
State/Trends
§ Use text to
depict
§ Include a visual
end state
§ Popular: Line
Charts to show
trends
Visual Responses

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Do not confuse the forecast with
predictive which includes making
changes before determining the
possible future state
Rule of Thumb

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BIDF Visual Storyboard – What if
• Instead of >> What can I change?
• Ask >> TELL ME what to change

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FOCUS ON
HOW TO FIX IT?
1. WHAT SOLUTIONS CAN BE
APPLIED TO FIX PROBLEM?
2. WHICH SOLUTIONS HAVE
THE GREATEST IMPACT?

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§ No Sliders
§ Use regular chart to show outliers and even
text to make crystal clear
Visual
Responses

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This is what BI is really about.
Solutions. Spend the most time in
with your users on this section. They
typically have 80% of the answer
sitting in a spreadsheet.
Rule of Thumb

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What We’ll Cover
• Wrap-up

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BIDF Actionable KPI Visual Storyboard – Customer Story
(Global Fortune 500 Company, Consumer Goods, $50bn Revenues)
BIBrainz.com/aof/bidfvisualstoryboardownload

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Where to Find More Information
• BIBrainz.com/aof/bidfvisualstoryboardownload
s Download the BIDF Visual Storyboard Template
• https://channels.theinnovationenterprise.com/articles/11-reasons-why-most-business-
intelligence-projects-fail
s Blog Post on why BI projects fail
• AnalyticsonFire.com
s Analytics on fire blog/podcast (sign up for free tutorials)
• BIBrainz.com
s Check our dashboard gallery for inspiration and upcoming events
• Storytelling with Data: A Data Visualization Guide for Business Professionals
• https://www.amazon.com/Data-Visualization-Dummies-Mico-Yuk/dp/1118502892
s Book: Mico Yuk, Stephanie Diamond, “Data Visualization for Dummies” (Wiley, June 2014).

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7 Key Points to Take Home
• Stop gathering requirements with a word document
• Visual storytelling is the future of BI requirement gathering
• The BIDF Visual Storyboard will reduce your scoping time by at least 50% when done
correctly
• Use the impact % to reduce your KPI count
• Use the the BIDF visual storyboard in print format for live sessions and place on walls
(size: A1, glossy, laminated w/ post its and markets)
• Reuse the storyboard for future phases

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Your Turn!
How to contact me:
Mico Yuk
Email: myuk@bibrainz.com
Twitter: @micoyuk
Linkedin: linkedin.com/in/micoyuk
Please remember to complete your session evaluation

How to Become a Better BI Visual Storyteller in 4 Easy Steps

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