Workshops Data visualization isn't supposed to be hard. My one-technique-at-a-time teaching style breaks everything down into practical, bite-sized steps.


I focus on data visualization and pull in additional topics as needed for your staff. Training topics include:


Data Visualization

1/2 day, full-day, or multi-day workshop

Visualizing data through charts, tables, and diagrams helps you deliver bite-sized information that viewers will understand at a glance and retain for the long run. We’ll walk through a step-by-step design process so you can apply the critical thinking skills to your own projects. First, you’ll learn how to customize your visualization for your audience. Second, you’ll learn how to choose the right chart for your message. You’ll see familiar friends like pie charts and bar charts as well as new options like waffle charts, Sankey diagrams, tree maps, social network maps, and visual timelines. Third, you’ll declutter your visuals, reinforce your branding with custom color palettes and typography, and increase accessibility by ensuring that your visuals are legible for people with color vision deficiencies. Finally, you’ll learn to tell a story through saturation and annotation.


Dashboard Design

1/2-day or full-day workshop

Why wait until the end of the year to write a lengthy report when you can share data early and often with dashboards? First, we’ll review the best-bang-for-your-buck data visualization design principles, like using color and text to tell your story. Second, once you’ve designed one great graph, it’s time to combine multiple graphs together for your report, slideshow, or handout. The key page layout techniques include designing within a grid system; sketching layouts on paper; ensuring that there is adequate white space between chunks of content; and establishing a visual hierarchy within individual graphs and for the publication as a whole. You’ll view my real-life examples so that you can see how grids, white space, and visual hierarchies are applied in each setting. Third, you’ll learn the major dashboard types: comparing categories; comparing categories over time; tracking progress towards goals; tracking progress towards goals over time; a series of matching dashboards; or a combination of any of these types. I’ll share my nine sample dashboards with you and you’ll vote on which two or three styles you’d like to create from scratch in Excel. We’ll be designing static dashboards within Excel. These dashboards will live inside of Excel and get shared with stakeholders as PDFs through email or as printed handouts during meetings. I no longer teach anyone how to create interactive dashboards in Excel because they simply don’t get used as often as static dashboards. Life’s short and I’m only going to teach you about visualizations that make a difference.

View a sample dashboard at


Spreadsheet Strategies

1/2 day, full-day, or multi-day workshop

Ever feel like you’re swimming upstream in data? Need to make sense of spreadsheets, but not sure where to start? Have a gut feeling that you’re not getting the most out of Microsoft Excel? This workshop is for you! During this session, we’ll cover beginner, intermediate, and advanced number-crunching skills from vlookup to pivot tables. By the end of this hands-on workshop, you’ll be armed and ready to: merge data from multiple sheets and files into a single master spreadsheet; organize your spreadsheets by adding filters and freezing panes; clean and recode messy data to get it ready for analysis; run basic descriptive statistics and frequencies; and explore your data more fully through pivot tables. We’ll look at several different types of datasets together. This workshop is interactive; laptops required.

Watch a video to see my analytical style in action.


All Workshops…

  • … are customized. I review your reports, slideshows, handouts, and dashboards. We might find that we should spend significant time on x and skip y altogether.
  • … include dozens of before/after makeovers so your staff can see how every edit makes a difference.
  • … are interactive. In low-tech workshops, we remake graphs through group discussions and sketches. In high-tech workshops, I provide Excel files—inspired by your real-life projects—so that everyone’s working from the same examples.


Learn More

Read the reviews, skim the book, and contact me.