Executive Data Storytelling and Presentation | Insights Training
Data storytelling

Executive Data Storytelling and Presentation

This practical program helps professionals transform Excel data into clear business stories and executive-ready presentations. Participants learn to identify the message that matters, select meaningful KPIs, design accurate visuals, and translate findings into concise PowerPoint slides and recommendations. The course also introduces responsible use of AI tools for discovering insights and reviewing reports while keeping evidence, judgment, and business context at the center.

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Build practical capability for workplace application.

This practical program helps professionals transform Excel data into clear business stories and executive-ready presentations. Participants learn to identify the message that matters, select meaningful KPIs, design accurate visuals, and translate findings into concise PowerPoint slides and recommendations. The course also introduces responsible use of AI tools for discovering insights and reviewing reports while keeping evidence, judgment, and business context at the center.

Identify the key business message in a dataset and tailor communication for executive audiences
Use Excel and AI-supported analysis to extract insights, select KPIs, and build a logical storyboard
Create clear, accurate, and decision-focused Excel charts using sound visual-design principles
Translate Excel outputs into concise executive PowerPoint slides with strong headlines and story flow
Present evidence-based recommendations confidently and respond to executive questions
Use AI tools to critique and refine reports and presentations before management review

Who this training is for

  • Analysts, planners, managers, supervisors, and professionals who prepare management reports
  • Finance, operations, sales, HR, quality, audit, and project teams working with business data
  • Excel users who need to communicate trends, performance, risks, and recommendations to leaders
  • Professionals creating PowerPoint presentations or executive briefings from analytical outputs

Training methodology

Facilitated discussions, executive-audience analysis, Excel insight exercises, chart critiques, and storyboard development. Hands-on slide redesign, recommendation practice, a three-minute executive briefing, AI-assisted review, and structured feedback.

Course Overview

Open a module to see its full coverage.

1. Thinking Like an Executive
  • Why Reports Fail to Influence Decisions
  • Data Visualization vs. Data Storytelling
2. Finding the Story in Your Data
  • Using Excel to Summarize Data
  • Using AI (Copilot/ChatGPT) to Discover Insights
3. Creating Executive-Ready Excel Visuals
  • Selecting the Right Chart
  • Presenting Trends, Comparisons, Targets, and Variances
4. Translating Excel into Executive PowerPoint
  • Moving Charts from Excel to PowerPoint
  • Building Executive Slide Layouts
5. Delivering Data-Driven Recommendations
  • Presenting Insights Instead of Numbers
  • Supporting Recommendations with Evidence
6. AI-Powered Presentation Review
  • Using AI to Critique Reports and Slides
  • Improving Clarity and Impact

Full course outline

View every topic from the source course outline.

View full outline

1. Thinking Like an Executive

  • Why Reports Fail to Influence Decisions
  • Data Visualization vs. Data Storytelling
  • Understanding Executive Audiences
  • Identifying the Key Business Message

2. Finding the Story in Your Data

  • Using Excel to Summarize Data
  • Using AI (Copilot/ChatGPT) to Discover Insights
  • Separating Facts from Insights
  • Selecting Meaningful KPIs
  • Building a Storyboard

3. Creating Executive-Ready Excel Visuals

  • Selecting the Right Chart
  • Presenting Trends, Comparisons, Targets, and Variances
  • Designing Clean Charts
  • Using Color to Direct Attention
  • Applying Pre-attentive Attributes and Gestalt Principles
  • Avoiding Misleading Visualizations

4. Translating Excel into Executive PowerPoint

  • Moving Charts from Excel to PowerPoint
  • Building Executive Slide Layouts
  • Writing Powerful Slide Headlines
  • Adding Callouts and Annotations
  • Creating Logical Story Flow
  • Common Presentation Mistakes

5. Delivering Data-Driven Recommendations

  • Presenting Insights Instead of Numbers
  • Supporting Recommendations with Evidence
  • Handling Executive Questions
  • Delivering a Three-Minute Executive Briefing

6. AI-Powered Presentation Review

  • Using AI to Critique Reports and Slides
  • Improving Clarity and Impact
  • Final Executive Presentation Checklist

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