.png)
.png)
.png)
Data Presentation Skills for Excel Professionals
Most data presentations fail before a single chart gets built - the message gets lost somewhere between the spreadsheet and the slide. This hands-on masterclass tackles that gap head-on, showing you how to go from raw data to a presentation that's clear, professional and genuinely persuasive, whether you're building a deck, an Excel or Power BI dashboard, or content for your team.
You'll learn to isolate the core message hiding in your data, map out a logical narrative before you touch a single visual, and apply framework layout techniques that cut your production time in half. Dense paragraphs and generic bullet points are out; clean visual structures, functional infographics and advanced data charts are in. You'll leave with a repeatable process for turning any dataset into something your audience actually understands and acts on.
What you'll learn?
- How to isolate the core message of your data and map out a logical narrative structure before building any visuals
- How to drastically speed up your workflow using framework layout techniques that cut presentation production time in half
- How to move beyond generic bullet points to build clean visual structures, functional infographics and advanced data charts
- How to apply the CRAP design principle (and other fundamentals) to keep every slide simple, consistent and on-message
- How to choose the right chart for the right moment, including unconventional formats like waterfalls, football fields and speedometers — and know when to leave them out
This training will take place on 10 & 11 Sep (4:00-7:00 pm BST) online via Zoom. It is available as a single Masterclass or as part of our Premium Online Global Excel Summit Blind ticket.
What's included
Who is it for
Suitable for everyone whose job involves looking at data, finding the story in it, and presenting it clearly enough that others can act on it. Typical attendees include:This includes
- Data & Analytics professionals - Senior Data analysts, BI analysts, Reporting managers
- Finance and Strategy teams - FP&A managers, Finance directors, Strategy consultants
- Sales and Marketing leaders - Sales directors, BD managers, Product and Growth managers
- Operations and supply chain professionals - Operations directors, Project Managers, Supply Chain analysts)
Download Course Brochure
Course contents
- Understanding the nuances of different audiences, from senior manager to leadership level
- Defining your objective: showing the 30,000-foot view, and why less is more
- Going the extra mile for your audience: making the task easier for them, and the difference between showing insight versus information
- Structuring the information so it holds together
- Why you should do the rough draft first: getting started (and getting it wrong on purpose), then editing and re-editing with real attention to detail
- Making the presentation “sane” — keeping it usable under pressure
- Creative ways to present the same information
- Sample data presentations, reviewed live
- Text versus visualizations: knowing which one earns its place
- Building habits that make this practice stick
- The thumb rules: why design always comes after content, the CRAP design principle, and why simplicity is what makes a data design actually work
- Slide masters, spacing and positioning
- Consistency and adherence to alignment, fonts, pictures, colours, objects and animation
- What works in the world of presentations - fonts, designs, colours, pictures, diagrams, templates plus samples and free resources
- What data visualization and infographics actually are
- The main types of infographics
- Creating infographics that stay relevant, not just decorative
- Identifying the right chart for the right moment
- Chart formatting: increasing appeal, cutting out clutter
- Working with unconventional charts - radar, speedometers, football fields (a finance favourite), automated dynamic charts, sparse value charts, steering wheels, project timelines, thermometers and waterfalls
- Improving conventional charting methods: integrating two different charts, and pairing charts with creative text
About your trainer
Chandeep Chhabra
Chandeep is a seasoned BI professional with deep expertise in Excel and Power BI. He runs the popular YouTube channel Goodly, home to over 135,000 subscribers, where he's known for producing high-quality content that turns complex topics into something genuinely easy to understand.
A regular speaker at international Excel conferences, including the Global Excel Summit in London and Bulgaria Excel Days in Sofia, Chandeep has spent over a decade building online courses that consistently earn rave reviews - with thousands of students benefiting from his clear explanations, practical, real-world examples, and distinctive teaching style.
He is also the founder and principal partner of Goodly Insights, a data analytics consulting firm delivering Power BI and Excel-based solutions to companies worldwide.
What people think of
Chandeep Chhabra
Chandeep is a brilliant tutor!
Chandeep is a brilliant tutor and I really liked his approach to the training! He was supportive, generous with his knowledge and encouraged the class to participate fully; wanting to ensure we all learnt as much as we could in the time. Highly recommended :).
I will certainly recommend Chandeep!
I would like to thank Chandeep Chhabra very much for the excellent examples, the way he prepares the topics and the way he always encourages the participants to participate by asking specific questions. I will certainly recommend him to others. Keep up the good work!
Training requirements
- Level: Intermediate to Advanced
- The concepts covered in this course apply wherever you present data - Excel, Power BI, PowerPoint or any other presentation tool you use.
- Software needed: Excel and PowerPoint. Nothing else to install.
Buy ticket
Buy 365-Day Digital Masterpass
If you continue experiencing issues, you can send it to us via email to info@globalexcelsummit.com
.gif)
Join the Master Club
Your exclusive all-access pass to our entire digital learning experience for a whole year.
.png)