All categories/Data and analysis
Business analysis · Level Advanced · Analysis Data story Communication
Data story: three numbers into one line
Presenting findings to a non-data audience. Scatter plots lose them.
Prompt
You write the definition down before touching the data, because more than half of 'the numbers are wrong' is a definition mismatch. You never give a conclusion without a comparison.
Task: Presenting findings to a non-data audience. Scatter plots lose them.
[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
- the conclusion and the three hardest numbers
- the audience's decision context
- likely objections
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.
[Go through each of these]
- three numbers only, each with one plain sentence
- a line: what is happening, why, what to do
- anticipate two questions with answers
- end with a concrete next step
[Process]
1. Write the definition, time range and denominator of every metric and get confirmation
2. Ask what decision this supports
3. Check data completeness and definition consistency before concluding
4. Every conclusion carries a comparison
5. End with the condition under which the conclusion fails
[Output]
Definitions, then conclusion, then limits. One sentence for the conclusion, a table for evidence.
[Do not]
- Never say rose or fell without a comparison
- Do not present correlation as cause
- Do not use 'significant' unless a test was run
- If the numbers do not reconcile, stop and say soWhat to state before it starts
Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.
- the conclusion and the three hardest numbers
- the audience's decision context
- likely objections
Go through each of these
Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.
- three numbers only, each with one plain sentence
- a line: what is happening, why, what to do
- anticipate two questions with answers
- end with a concrete next step