Interactive data-driven presentations are a new way of presenting data. They allow the presenter and the audience to engage actively and drill into the data within PowerPoint.
Author: S. Anand - CEO, Gramener
Check out the full webinar on the topic: https://info.gramener.com/interactive-powerpoint-for-operations
2. In an era of Business Intelligence, why are we talking about PowerPoint?
2
PowerPoint is actually the #1 data visualization platform in the world
Self-
service
Part of
workflow
Offline
access
Better
design
Despite “self-service BI”, creating a
dashboard in Tableau, Power BI, Qlik,
Spotfire, Microstrategy, etc requires
specialized expertise.
But your secretary can create a
PowerPoint presentation.
Today, the standard process today is to
take screenshots from Excel, BI
dashboards, etc, stitch them into a
story, and share them with users.
This is the most common workflow in
the world to share insights from data.
Users can access the content offline,
store it anywhere, forward it to
anyone – even people who don’t have
access to BI dashboards.
The very things that IT departments
fear – but users find convenient.
For the author, it’s easier to design the
story flow and visualization. Using
shapes, images, and past slides,
authors can quickly design content.
Just as Excel was never replaced,
PowerPoint won’t be replaced either.
3. Today is not about WHAT story to tell. It’s about HOW to tell it engagingly
3
Listen on. You may discover something new.
We won’t cover this
Creating effective PowerPoint presentations and
narrating interesting data stories are great topics.
That’s not what this session is about. It’s not about
storytelling, slide design, picking colors, picking
charts, visualizations, maps, or presentation skills.
(Gramener runs a data storytelling workshop that
covers these. I’ll mention that at the end.)
We will cover this
Today is about one specific technique in PowerPoint:
Interactive data-driven presentations.
We’ll focus more on examples that people on
operations (sales, marketing, manufacturing, finance,
HR, IT – any kind of operations) will find useful.
We’ll start with techniques. We’ll move on to use
cases. I’ll share 3 simple tips to learn more.
4. PowerPoint has five interaction capabilities
4
Let’s learn what these are
Link Morph Plugin
Animate Zoom
No, let’s jump to the use cases
5. Link to any slide when you click on a shape
5
This is the most common interaction in PowerPoint
INTERACTIONS
Click here to go to
the first slide
Click here to go to
the last slide
Click here to go to
the previous slide
Click here to go to
the next slide
You can jump to
any slide (e.g. the
3rd slide)
You can use
any shape
You can link images You can link to websites
6. Practice
Let’s create a link
6
Link the blue circle to the 3rd slide,
and the orange circle to Gramener.com
3rd slide Gramener
7. Animate shapes within a slide: show, hide or move
7
This is the 2nd most common interaction in PowerPoint
INTERACTIONS
This shape will
disappear on click
This shape will
appear on click
This shape will
move to the right
Click shape to spin
the picture below
Click shape to
toggle picture below
9. Morph shapes smoothly from one slide to the next
9
INTERACTIONS
Team A
Team B
Team C
Team D
Team performance
Each of these shapes shows a team’s performance.
They are sorted in alphabetical order.
10. Team B
Morph shapes smoothly from one slide to the next
10
You can morph shapes, text, pictures, even SmartArt
INTERACTIONS
Team A
Team D
Team C
Now they are sorted in performance order. By
smoothly animating, we can see the change in context.
PowerPoint for Office 365
PowerPoint for Office 365 for Mac
PowerPoint for the web
PowerPoint 2019
PowerPoint 2019 for Mac
PowerPoint for iPad
PowerPoint for iPhone
PowerPoint for Android tablets
PowerPoint for Android phones
PowerPoint Mobile Less
Supported versions
Team performance
REFERENCE
12. Zoom into any slide when you click on a shape
12
Zoom is available in Office 365 & PowerPoint 2019
INTERACTIONSREFERENCE
Section Zoom
You can zoom into one or more
sections. These icons are live
summaries of those slides.
Slide Zoom
You can zoom into any slide, just like
links. These icons are live summaries
of those slides.
Go to Insert > Zoom.
Select one of the Zoom options.
Instructions
14. Plugins can add more interaction capabilities
14
INTERACTIONS
15. What can Dee, an
Operations Manager, use
these for?
We’ll explore actual uses of
interactive presentations
15Time check: 15 minutes
16. Table of Contents lets users jump to relevant sections
16
Dee can visually show the document structure using links
CONSULTING
ABOUT PRODUCTS
CASE STUDIES
FINANCIAL SERVICES MEDIA PUBLIC SECTOR RETAIL & CONSUMER
SPORTS EDUCATION SOCIETY JUST FUN
HEALTHCARE MANUFACTURING TELECOMAGRICULTURE
FINANCE HR IT & SM MARKETING
DATA EXPLORER
GRAMENER INTRODUCTION GRAMEX ANALYTICS
NARRATIVES
AUTOLYSIS DESIGN
CLUSTER
OFFERINGS
This is a consolidation of all final Gramener slides. View in slideshow mode. Click on any link in slide-show mode to open the page. (Ctrl-Click in normal mode.)
VISUALIZATION
CLEANSING
ADMINISTRATION
▼
▼
▼
▼ ▼ ▼
▼
PARTNERSHIPS ▼
SMART ALERTS AI / ML ▼
Gramener uses Links to
create a table of contents
for its 720-slide library of
slides.
This first page shows the
document structure.
Each box links to the
relevant section.
Some sections have case
studies marked using a ▼
symbol. Clicking on the
symbol directly jumps to
the case study.
Note: The actual links on this slide were deleted when
anonymizing. The design was preserved.
17. Maps & Layouts can be used as a way of navigation
17
Dee can use layouts to visually drill down into the deck
The document or section
structure doesn’t need to
be textual. It can be a map
or a layout.
Click on a colored state
for more details about that
state. Colors add
information (e.g. how the
state is performing).
Layouts of plants, offices,
stores, data centers, etc
can be used as layouts.
Note: PowerPoint can import SVG files and ungroup
them into native PowerPoint shapes.
18. Quizzes help users learn by taking a point of view and changing it
18
Dee can create quizzes to improve learning & engagement
A client once asked me: “How do you
handle an audience that always says ‘I
knew that already’?”
I said, “I ask them beforehand: ‘What do
you think the answer is?’”
Pre-quizzes are a great way of priming
learning. It nudges people into opinions,
and change it in the face of data.
Post-quizzes are a great way of validating
learning. It helps people reinforce what
they learned.
Quizzes are fun & engaging, in general.
DOWNLOAD THIS
19. Progressive reveals build up charts and slides
19
Dee can narrate data stories progressively, step-by-step
Shift Evening Morning Night
Weekday Fri Mon Sat Sun Thu Tue Wed
Product category FAH N70 RPP TDS ZDH
Part shipment 20-40% 40-60% 60-80% <20% Full
Recovery times are neutral during the evening and morning shifts (mornings are slightly worse), night times are the best.
Recovery times are worst on Fridays, and best on Saturdays & Wednesdays.
Specifically, Friday mornings are particularly bad. So are Thursday
mornings.
The FAH product category has the best recovery time, while ZDH is much worse.
However, RPP on Sundays is unusually slow.
Part shipped products tend to perform worse than full-shipments. Specifically the <20% and 40-60% part-shipments.
This is especially problematic for ZDH
Complex content is
confusing at first.
By building up the content
step-by-step, you can help
the presenters show only
what’s required, and move
on when the audience has
understood.
For example, in charts,
start with the axes, then
elements, then the rest.
For complex charts,
explain parts of the chart
one by one.
20. Doodling animations are now part of PowerPoint’s capabilities
20
Dee can make text, pictures & charts far more eye-catching
The Office “Draw” feature now has a new
animation option called “Ink Replay”.
This lets you draw by hand, and then
animate it, to create a hand-drawn effect.
This is a very engaging form of animation
that requires nothing more than
PowerPoint, and perhaps a touch screen
or tablet.
REFERENCE
21. Morphs show change will retaining context in the story
21
Let’s say we want to
explain the how each of
the Western states is
performing and show it in
the context of the map.
It’s unlikely that users will
remember the shape of the
state – e.g. that this state
is Utah.
22. Morphs show change will retaining context in the story
22
Dee can help users see change while retaining context
Let’s say we want to
explain the how each of
the Western states is
performing and show it in
the context of the map.
It’s unlikely that users will
remember the shape of the
state – e.g. that this state
is Utah.
But if we smoothly morph
the shapes, retaining the
context, this becomes
much easier.
23. Morphs can even rotate 3D objects
23
This airline maker wants to
explain to their client what
the impact of heavy
particle damage on the left
wing of this aircraft.
Typically, these are
represented as images
with annotations.
Left wing faced heavy particle
damage during the flight
24. Morphs can even rotate 3D objects
24
This increased the erosion
under the left wing, leading to
higher resistance.
This airline maker wants to
explain to their client what
the impact of heavy
particle damage on the left
wing of this aircraft.
Typically, these are
represented as images
with annotations.
But with the emergence of
3D models and
PowerPoint’s ability to
morph them, we can retain
context and explain with
more clarity.
Dee can explain events from multiple perspectives
25. Bar chart races show how things have improved or worsened with time
25
Dee can show who’s knocking whom out in the top 10 race
Bar chart races are a recent, very popular,
and highly engaging form of animated
visuals.
This can be used to show the top
performing customers, regions, plants,
business units, or any other entity – and
their performance across time.
Who is beating whom, who’s entered the
league tables, and who’s been bested by
who – these are questions a bar chart race
answers very clearly.
These can be created with PowerPoint
morph transitions.
DOWNLOAD THIS
26. Sand dance shows how people, clients & resources are distributed
26
Dee can use sand dance to explain data distribution
Geographic
Distribution
Offering
Type
Industry Business
Unit
Deal Stages
AustraliaUnited
States
60 36 8
China
11
India
Sand dances are another recent,
popular, and engaging animated
visual form.
Each icon represents one unit –
person, client, project, equipment,
etc. They are grouped together in a
certain way but can be re-grouped in
other ways.
As they are re-grouped, each unit
moves into the new group. Audience
sees what’s going where visually.
These can be created with
PowerPoint morph transitions.
27. Sand dance shows how people, clients & resources are distributed
27
Dee can use sand dance to explain data distribution
Offering
Type
Industry Business
Unit
Deal Stages
Routing
ELA Site Survey Network Security Staffing Solution
Vendor Technical
Services Resale
Switching Performance Optimization
Geographic
Distribution
Sand dances are another recent,
popular, and engaging animated
visual form.
Each icon represents one unit –
person, client, project, equipment,
etc. They are grouped together in a
certain way but can be re-grouped in
other ways.
As they are re-grouped, each unit
moves into the new group. Audience
sees what’s going where visually.
These can be created with
PowerPoint morph transitions.
28. Sand dance shows how people, clients & resources are distributed
28
Dee can use sand dance to explain data distribution
Automotive Financial Services Manufacturing Retail & Wholesale
Geographic
Distribution
Offering
Type
Industry Business
Unit
Deal Stages
Sand dances are another recent,
popular, and engaging animated
visual form.
Each icon represents one unit –
person, client, project, equipment,
etc. They are grouped together in a
certain way but can be re-grouped in
other ways.
As they are re-grouped, each unit
moves into the new group. Audience
sees what’s going where visually.
These can be created with
PowerPoint morph transitions.
29. Drilldown Sunbursts compare performance across segments
29
Dee can allow presenters to chart their own path
The Sales Operations team of a consumer
goods company needed an interactive
presentation to run their board discussion.
The Head of Sales usually presented the
performance across channels. But the
discussion rarely went in the way it was
scripted.
To allow the audience to participate in the
discussion, this interactive drilldown lets
the presenter pick the path they want to go
along.
DOWNLOAD THIS
30. Drilldown Treemaps explain where performance is falling
30
Dee can let users pick areas they want to explore
This is a product
performance scatter plot.
Each circle is a product.
The X-axis is the market
share. The Y-axis is the
growth rate. The size of
the circle represents sales.
Click on the circle to
expand it and see the
performance of the
underlying countries in
Asia.
DOWNLOAD THIS
31. Drilldown Flows explain why performance is falling
31
Dee can guide users to find reasons on their own
This is a product
performance scatter plot.
Each circle is a product.
The X-axis is the market
share. The Y-axis is the
growth rate. The size of
the circle represents sales.
Click on the circle to
expand it and see the
performance of the
underlying countries in
Asia.
DOWNLOAD THIS
32. Growth
Rate
ShareValue
Market Share: 22%
MarketGrowth:9.4%
-40% -30% -20% -10% 0% 10% 20% 30% 40%
+0%
+5%
+10%
+15%
+20%
+25%
+30%
+35%
+40%
KRD Share: 23%
KRDGrowth:8%
KRD
VSP Share: 26%
VSPGrowth:8%
VSP
RPT Share: 23%
RPTGrowth:16%
RPT
HVG Share: 17%
HVGGrowth:5%
HVG
MDC Share: 19%
MDCGrowth:10%
MDC
C&C Share: 29%
C&CGrowth:14%
C&C
Others
B2B Share: 4%
B2BGrowth:41%
B2B
Drilldown Motion Charts explain how sub-groups are performing
Dee can allow users to drill into each group’s performance
This is a product
performance scatter plot.
Each circle is a product.
The X-axis is the market
share. The Y-axis is the
growth rate. The size of
the circle represents sales.
Click on the circle to
expand it and see the
performance of the
underlying countries in
Asia.
DOWNLOAD THIS
34. What can you do next
34
LEARN PRACTICE TEACH
We learn the most when
we teach.
Share what you learn with
your friends & teams.
Organize sessions, show
your work, see their work,
and learn together.
We learn by doing, not by
reading or listening.
Try the practices in this
deck. Try the new features
you learn about.
Revise your last PPT and
practice it on your next
one.
PowerPoint has many new
features.
Go through every item in
the PowerPoint ribbon.
You’ll find something you
didn’t know about before –
every time. (I do.)
35. How can Gramener help you
35
If you had to pick only one of these, what would you pick?
Gramener runs “Data Storytelling” workshops
This has a 1-day and a 5-day version that covers
• Understanding your audience & intent
• Finding insights
• Creating the storyline
• Visual design, annotations, and more
We run this for corporates and colleges.
If you’re interested, we will contact you with details.
Gramener has a PowerPoint plugin for interaction
It helps create advanced interactive visualizations like
• Bar chart races
• Sand dance
• Motion chart
• Drilldown flows, treemaps, sunbursts, and more
We are launching a beta version of this in March 2020.
If you’re interested, we will keep you informed.
36. Would you like me to reach out to you for either of these?
36