Data storytelling foundations (Bundle)
Build technical skills in data storytelling with this practical e-learning bundle designed for modern finance professionals.
AAT professional members:
This course is included within your CPD e-learning benefits via the AAT Lifelong Learning Portal. Please log in to access rather than purchasing.
Course Type
E-learning
Length
30 - 60 mins
What you’ll achieve
- Understand how different data structures influence the choice of chart.
- Recognise the many ways a data story can unfold, each requiring a different visual approach.
- Build confidence through practical chart-selection questions and a case study.
- Discover how to map your audiences and tailor presentation data to suit.
- Understand what visual clutter is and how it undermines clarity in data communication.
- Apply the principle of “data-to-ink ratio” to simplify charts
- Learn key Gestalt principles and how to use them
- Use effective axis formatting
- Develop a critical eye for spotting distractions and refining your business visuals
About this course
Data storytelling is becoming an essential skill for finance professionals, with the ability to communicate insights clearly often proving just as important as the analysis itself. This comprehensive e-learning bundle equips learners with the practical techniques needed to create impactful data visualisations, tailor messages to different audiences, and present information with clarity and confidence.
Covering everything from selecting the most effective chart types and understanding audience needs to removing visual clutter and improving chart design, this flexible, on-demand course allows you to build expertise at your own pace. Whether you're presenting financial results, influencing stakeholders, or transforming complex data into actionable insights, you’ll gain the skills needed to communicate data more effectively and drive better decision-making.
- looking to upskill by brushing up on your knowledge of technical skills such as data storytelling
- working in finance and need to understand how different data structures influence the choice of chart
- working in finance and need to understand why even the most credible insights can fall flat if we don’t consider who we’re speaking to, how they’ll receive it, and when they’re ready to hear it
- a finance professional needing to learn how to map your audience and tailor your data presentation to suit different audience types
- a finance professional needing to make confident decisions about what should remain on a chart and what should be removed to enhance clarity and understanding
Overview
E-learning |
|
30 - 60 mins |
|
Data storytelling, Data visualisation and analytics |
Syllabus
- Selecting the right chart type
- Matching chart types to data structures
- Understanding storytelling approaches
- The five most common chart types
- Aligning visuals with audience understanding
- Understanding the audience
- Audience types and motivations
- Data literacy, context and resistance
- Tailoring presentations for impact
- The inverted pyramid communication model
- Removing clutter
- Identifying common visual distractions
- Applying the data-to-ink ratio
- Using Gestalt principles
- Improving charts through design and formatting
How to access
Once purchased you will be able to access the AAT Learning Portal where you'll have 12 months from the date you access the learning materials. AAT Learning Portal allows you to view all the courses you’ve purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.
