2025-Masterclass for Storytelling & Develop your Leadership & Presentation Skills

1. Introduction to Masterclass for Storytelling using Data Part 2: I welcome you to Part two of storytelling with data. It's a skill which you can definitely learn if you're working as a senior manager or as an influencer in your organization? Or do you plan to get into a role where your analysis can influence the decision-making of your management. Maybe you're working in your startup and you're looking for raising some funds. Or you might be a PhD student who is planning to present the paper which has some bit of data analysis. Hence, it's important for us to learn the skill of storytelling with data. I have already have the first series which have explained the basics about storytelling. If you have not watched that, please complete that before you move into the cities to, in this part, I'm going to cover about the additional skills that one must learn as a leader to be able to present the stories. Data analysis more effectively. We all love stories. If I would have given you a blank screen like this, we fill it with all our thoughts and imaginations. We want to be loved stories when we hear about a Harry Potter, about punch it anthro, about Alice in Wonderland, about some mystery. We really remember the stories that we've heard in the childhood, but we do not remember the stories that we have heard in the meeting board meeting room. We don't remember the takeaways from the last meeting that we had. We have to open the minutes of the meeting to understand it. Hence, if you learn the art of telling stories with your data, it becomes easy for you to go ahead and present your graphs, your analysis in a more meaningful way. We are mostly fill our lives with stacked bar, column bar pictograms, dot graphs, and so on. How can I include these analysis in an effective way rather than this boring charts, it can still can read the stories. So let's begin our journey of storytelling with data. I'm looking forward to your participation. 2. How and where to upload the Project!: It is important for you to submit your project or resources. So if you scroll down to the course content, you have something called as Project and Resources. This project and resources, I have also given you some templates and a sample PNG file. If you have completed the course, you will be allowed to create a project. Let me show you how do you submit your project. So when you come down to your course and scroll down, you will find that there is a section called Project and Resources, which is next to the discussion section. I come here, I download the template and then try to fill it up. Apart from that, I can also upload by clicking on Create Project. It is asking me, what are the cover image I want to upload? What did I do? E.g. I. Have created this graph where I'm saying to be competent, we recommend introduction of our products below the dollar two to three average price point in the range of 150 to 200 range. If that is the case, the probability of the sales going up is always there, as we see in the key of C, D, and E. So I have copied this and pasted it on paint. I'm going to save this file and see it as projects. Let me close this. I come here and I upload a cover image. Just a second. And it is uploading the cover image. I say submit project title. One example. Here. Showcasing the story of how the price point should be decided. Based on the historic, based on the analysis that made us correct the spelling. And I can upload the image or I have already done that. I will just go ahead and submit the project. So I have a concept called as Publish. Click on Publish. And you will see that this image is available for everybody to review. So when I go down to the project section, I will find, you can see one example from the course. Then I click on it. I'll be able to see your project and give you the feedback. Hence, it is important for you that you upload your project after you do the course. Please do not upload a screenshot from the course. I would request you to take up something from the dataset that you have. Let's get into the next lesson about understanding the importance of selecting correct visuals. 3. Live Presentation vs Written email-How will you communicate to your audience?: How will you communicate with your audience? This is an important element which you should know if you are planning to present your analysis and your reports to the audience. The decision-makers are the people whom you want to influence with your analysis. Let's understand this. You can decide that you want to have a live presentation where you are standing in front of the audience and presenting the analysis that you have done. You might decide that I want to send out a written document or a written report or by an e-mail or a physical copy. The distance between these two is a mechanism that you need to understand. The mechanism of how will you communicate with your audience. There are two important factors that you need to consider. Which mechanism you want to use. The two important factors, or the amount of control that you will have over the audience in terms of the amount of information that they take and the level of details that they need inexplicit. If you are considering doing a live presentation, you need to ensure that the amount of control is high. The level of detail that the audience need is very less. On the other hand, if you feel that my audience need a lot of detail, then email or a written document is a better choice of communication. But remember one thing, that your level of control will be very low because you cannot influence somebody to click on the email or somebody to respond back by a post on your written document. Hence, it's important for you to make a wise decision. How much control would you like to have and how much detail would the audience need? It's important for you to know that. It's not about presenting everything that I know. It's about presenting what will make an impact and what will make a help the people make the decision. As we have seen in the part one, it's important for you to understand. I'm not going to open up all the oysters to my audience. I'm just going to share the tuples that are important. With that, let's move on to the next lesson, where we have an important element about how should I be using my slides. 4. Do not confuse your audience: The importance of context or the background to the story that you want to tell. We understand that data visualization is the main thing that I need to be able to communicate my story. This is not the truth. The truth is the success of data visualization does not start with data visualization. It begins with creating a data graph or visualization. But before that, it also begins with communication. Attention and time should be paid to understand the context that you want to communicate. Understanding the background that you want to communicate is more important than just understanding them with graph. Should I put up, we're going to learn in this lesson to understand the importance of what are the different components and context setting. And discuss some strategies that can help you set up a successful communication about what is the story your data is going to tell us. Let us understand what is the difference between exploratory and explanatory data analysis. Before we get into the context, it is important for us to draw and understand what is the difference between EDA that is exploratory data analysis or what is exploratory. When you're talking about figures and data, it is interesting to highlight something to others. But when we're analyzing that, it is actually like hunting for falls in the oyster. When you go for hunting the person the oyster, do you go ahead and find and show your audience all the skills that you have broken and found the poll in those toys does, which actually had the polls. When you go and present the pole to the king ten let this is a beautiful poll that I have found. Do you also show him the hundred different waste a waste efforts that you have made? No. You only tell him the specific story. Look, how beautiful bowl I have found. It is in the similar way, you want to show those tuples to your audience after spending hours of analysis that you have done in this world. It is important for me to tell you that. Please keep your focus on the tuples that you want to tell your audience. After undertaking the entire analysis, you are tempted to tell your audience, see how hard I have worked. But avoid doing it. Resist that urge to tell your audience that I have worked very hard to find you those tuples. You are going to lose your audience if you're going to reopen all the y's does where the bonds were not existing, then you will lose the communication which you want to tell them. Hence, it is important to have a very good understanding of who, what, and how should we be communicating. When it comes to exploratory analysis, there are few things that you need to keep in mind. It should be extremely clear in your mind that even before you start visualizing any data or creating any content, who is my audience? What is the message I want to communicate, and how is that I want to communicate this message? These are some important components which you should be aware of. Let's understand the who bought the who is the most specific part about your audience. The better position you are to be in successful communication with them. Why the audience, such as internal or external stakeholders, are anyone who might be interested. We are trying to communicate to too many different peoples with disparate needs. Everyone's when we prepare our presentations, most of the time, I have found that my participants end up tearing the toe. There is going to be a CEO or a CXO in that meeting. That is also going to be an HR department head. There is also going to be the manager for this process. And hence, I need to tell him all these graphs because this person might be interested in this part and this person might be interested in this part. Do not get that because everybody's need is different and you need to focus one thing at a time. Let's have separate meetings if required. You put yourself in a position where you communicate to anyone of them effectively so that you can narrow your target audience. It's important for you to not address of all full of audience with disparate needs. Rather, understand what are the tuples that I need to communicate. I would also teach you that in games you're going to present it this forum. How should you be structuring your communication and effective way which can help you understand and communicate all the things that are required. I hope you are understanding what needs to be done because it's extremely important for you to know. Should I be communicating? How should I be communicated? Because your success depends on me and my success depends on you. I will help you to think about the relationship that you have with your audience. How you can expect that they can be perceived. They can understand how each one of them you need to communicate. Do you want to establish a relationship? Do you want do you already have a trust that is built with them? Do you need to work to establish the credibility at which stage of relationship are you with your audience? These are some important considerations when it comes to communicating your data. It's also important to determine how you're going to structure your communication. Whether when to use the data may impact the order, the flow, and the overall story you aim to tell. The next part would be the vote, which I will be covering in the next lesson. 5. What tone do you want your communication to set?: As we understood, am I going to select Live presentations or a written document depending upon how much control I want to have over my audience. The other important thing for communication is your tone. What tone do you want when you are communication is set. The other important thing is that your tone should vary according to your audience. Are you celebrating success, trying to light a fire to drive action? Or are you going to see that this is very serious for you to get what at work. I'm really sorry to announce that we are going to lay off some people. The tone in which you're going to communicate has an implication on the design of choices you are going to make. Think about that agenda tone will help you to show what the data visualization part is. So please keep in mind, what type of tone are you going to use when you are talking or communicating to your audience? 6. Let us play the game: Yes. To get started, as we've been playing the game the previous room, Let's continue to play a few more games, which clearly articulate the contrast. So I will be giving you 30 s to count the number of threes. I will wait for you to complete. Yes. I guess you would have counted. Can you type in the discussion section, how many 3's did you count? Please do not pause the video because I want you to be honest with yourself. Let's click one more time. This time, I'm only going to give you 3 s. Isn't it much easier? If there are some free additive attentive attributes like contrast and color. Count the number of seconds. You can very clearly see that if I have a contrast, it makes it easy for me to see. What did you see that because of a brain is hardwired to quickly pick up differences. We see it in our environment. 7. Cost per miles Let us learn with Examples: I welcome you to continuing your learning on storytelling with data. As you understood that these graphs can be built using simple tools like Microsoft Excel and all. But you will not be able to present it when, if you don't know the art of storytelling. Most of the time, we think storytelling is a soft skill which needs can be told only if you are in marketing and sales person. We feel handicapped when it comes to building stories, using drafts and using data. So biotin waiting, we can get started. Let us learn with this example, e.g. let's say that we manage the bus fleet and want to understand the relationship between miles driven and cost per mile. The scatter plot may look something like the figure in the next slide. As we know that whenever we want to establish a relationship between the x and y-axis, we use scatter plot. X-axis represent the miles driven per month by each bus. Because I have a fleet of buses, I have the data points. Each dot represents the miles driven per month by each bus. What is the average cost per mile is on my y-axis. You have to be careful what and on the x-axis and what you represent on the y-axis. X-axis is usually the cause, and y-axis is the effect that we want to understand. By looking at this graph, you can very clearly see that it is going down till a particular level and then starts increasing. The average cost per mile is 1.5 minus $1.5. So as we can see, that a certain number of leads or below the average cost price, but certain buses are making, are charging, costing us hire. On a deeper analysis vegan, to understand that our primary focus is that the cost per mile anywhere, which is above the average, we need to reduce it. Now that is the problem that we're trying to solve. But how can I show that in a more effective way? So I use a very simple technique using colors. I have drawn a dashed line on the average cost. The green dots are the one button. Okay, with as a business owner, the red dots are the areas of concern for me. So what can we do? I have highlighted this and I can say very clearly that the cost per mile is higher than the average when we drive less than 1,700 mi per month or we drive more than 3,300 mi per month. So we should ensure that a bus should be driven anywhere 1700-3 thousand or to be more safe, 2000-3 thousand mi a month. So if you have buses which are running at less than 1,700 and some going greater than 3,300. Can we use an operational model whereby excess can be transported to the bus? We are looking for less, which are currently having. 8. Customer Feedback Let us learn with Examples: Do you remember this graph that we used in my earlier class? Yes. This is called as a slope graph. Whenever you want to do a comparison between two units, you can use a slope graph. Slope graph is nothing but dots on one side and on the other side. The slope represents whether it's a positive effect on the area that we're focusing on. Is it a negative effect? As you can see, this is an employee feedback for the overall organization and for the various parameters. What is the scope? As I am the team leader or off sales team, my focus is to tell to my management that my team members enjoy being with the coworkers. I have given a very clear titles. Sales team loves their coworkers. I can see that the overall organization is at 81 and my team is at 95. What have I done? I have made the attention of my audience go to the point that I want them to see. Some of you would have noticed that my career development is dropped very significantly when compared to the organizational feedback. It means that my team does not have a good clear carrier progression graph. But because I do not want my audience to see this, I have not highlighted it. It could be easily missed out if I do not talk about it. As a third or as a presenter, I can decide what do I want to show. This is another example where I'm sharing the customer feedback over time. This is 2014, was his 2015. You can again see that the crisscross are happening in some parameters. If this time my focus is to talk about the reduction and the action that I need to take. I have highlighted the customer service which has dip from 49% to 33%. I have not taken the improvement of convenience from 80% to 96 person. So I, as a presenter, will decide whether I want to focus on the positive aspect or do I want some action to be taken on the things which are not moving well. So instead of using a bar chart, slope chart comes as a better rescue for you when you're crafting your story. Thank you. 9. How to create a Slope Graph in Excel: A slope graph is a modification of a line chart. We simplify a time series to a starting and ending point, or a before and after time. Your audience can quickly see if values are rising or falling based on the slope of the line and the steepness of the line helps to show the rate of change between the before and after values being shared. To create a slope graph, first highlight the data you want to be included in the slope graph. The data should be organized for the column, for the category, column for the starting value, and a column for the ending value. Click Insert and select the Line Chart option. Sometimes Excel not translate your data into the chart exactly as you intended. Notice here, our categories are displayed on the x-axis values. When instead want each of these categories to have its own line in the chart. To quickly fix this, select switch row and column. Now you should have a single straight line for each category. The next step in setting up the line chart is to eliminate any of the extra elements that have been added by default, namely the chart, title, grid, lines, and legend. Windows users click on the green plus sign and the top-right corner of the chart and de-select these elements. Mac users, you'll find this menu at the top left corner of Excel under the menu called Add Chart Elements. I want to make all of my lines gray so that I can more easily highlight the relevant information. To change the line color, click on any series and the Format Data Series menu should appear on the right. If it doesn't, you can right-click on any line and select Format Data Series. Under the paint bucket option, select the color and choose a medium gray. Do the same for each data series, making sure to use the same shade of gray. To emphasize the start and ending values. We will add markers to the end of each line. To do this, click on a line and access the Format Data Series menu under the pink bucket, select Marker. Then expand the Marker Options menu. Choose built-in, select the marker shape I suggest circles, and then increase the size of the marker size of ten to start, you can always adjust. Double-check that the fill of the markers the same color gray is your line. And then click the No line option for the border of the marker at the data markers. So each series. Next, we'll add data labels so you can share them values and category names and your slope graph. Clicking the green plus sign or the Chart Elements menu option, and add data labels to add in the category names the line click on a single data label, click the label again so the white dots surrounded. Then navigate to the bar chart option. And under Format Data Label, select the series name. This will display the category for the slope graph line. Do this for each data label on the side of the chart. If needed, move your data labels for optimal placement. Now you can remove the y-axis as it is unnecessary because all data points are labeled. You can do this by clicking on the axis and hitting Delete. Now, let's make our labels a size that anyone can read them. Click in the chart area, then go to the home menu and make changes to the font if desired, and increase the size. As the whole chart areas selected, these changes will impact all levels. To change just one set of labels, such as the x axis. Click on the label and make the changes to the font size and color for those labels. Finally, determine what elements of the chart you want to highlight to engage your audience with the data. Change line and Margaret colors along with matching the label color to the color of the data series. In this example, the red category stands out against the rest. Considering using a slope graph when you need to show overall change. This chart can be a great tool to offer a quick visual that is easy to interpret by your audience. 10. Data Visualization - Pipe Chart, Four chart for same data: Good morning everyone. Today we're going to learn about data visualization. As I promised, I'm going to teach you all the different ways in which you can present your data in the most visual way using Simple Microsoft Excel. Today. If you can see my screen, let me just go there. I'm going to teach you how you can show the graph for demand capacity in a simple clustered bar graph, like the normal baby show. Because I'm going to compare the demand versus capacity, I prefer to use a line graph which shows that what is the gap between my demand and the capacity? I might do a simple graph to understand how my unmet demand over a period of time, The same data I'm using to compare my demand versus capacity over a period of time. I'm just using a water tank approach. How much of the water tank is filled with water means what is the capacity that I'm able to fulfill out of the total demand? I've taken a different view again, to see how much of demand is being fulfit with respect to the capacity that I have. Or I can use something like a pipe chart to show that. How much of pipe is it there that is still unfit? We're going to practically do each and every one of it. Let's get started here. I have my data. I have 2022 data from April to December. I have the demand numbers and the capacity numbers. The normal way to draw a graph is to select your data. Click on Insert, Click on Recommended Charts. I will click on All Charts, because I want to show it as April to December and the year 2010. I'm clicking on it. Clicking on, okay. As I've taught you in my data storytelling with data class and data visualization class, I always prefer to declutter my graph with any excess information that's there. I'm going to remove the grid lines. I'm going to remove the legends this side. If you see there are multiple zeros which don't add any value, I'm double clicking on it. I'm going to come here and change my display unit. Can you see here my display unit from nine to thousands? Now I'm getting the numbers in thousands. Now if you tell me what is the value on the demand bar for the third bar or the second, the month of May or the month of August. I might have to use my finger to point it out, which I prefer to avoid. My preference would be to have the data cyclic on data labels. And you'll find that I'm having data labels on each and every bar, making it easy for my audience to know that how much was the demand for July versus what was the demand for October. Now I avoid redundant information. If you look at my chart, I'm having my x, y axis, which is showing the numbers and my data labels also showing the number. I want to hide this. If I go ahead and hide this, even the word 1,000 disappears, making it a little confusing for my audience to understand. Is this number in units? What is the units? Is it in millions or thousands? I get it back. I click on it, click on my Axis option, in that I have labels. In the labels I have next to axis, I change it to none. When I change this to none, you will find that the word 1,000 still remains but the numbers are missing, making it the cluttering my graph with very focused. I'm going to give my chart a title, Demand versus Capacity for the Plant x x x, right? This is a very simple graph. Obviously, we have learned about colors. We would prefer to use colors accordingly. And the one easier way for me to change the colors is that in the Manuvar I have changed colors option. Right? I can go ahead and decide which graph I want. I would prefer the second one where I have blue versus I'm done with my first chart. If I want to create a chart with line, let's go to creating the second chart. I copy this chart, scroll down, come here and paste it. By doing this, most of the formatting is also getting copied, Including my labeling my axis, changing it on, thousands, and so on. So I don't want to repeat. Process, hence I'm using the same mark. You can always rewind the video and see how it was done. Now I write, click on this chart and say change the chart type. I come to the line chart and I'm picking up the first line chart and saying, okay, now when you see I'm getting a lot of numbers and this time these numbers are not helping me. I come here and remove the data links the color of my capacity. I want to change that color to a darker color. I'm going to change my outline to say dark. This is my demand and this is my capacity. But at least I want to show out on certain data points, my data labels. I click on the last data, 0.1. More time you will find that only one data point is selected. I right click and say Add data. Similarly, I'll repeat it for my capacity. I write, click and say Add data. Now as I have already deleted my legends, you don't know what is the red line and what is the blue line. I will confuse my audience. I will click on the data label. Once you will have four blue dots, I click on it one more and I will have six white dots. Now I write, click on it and click on format Data Labels. I'm going to say reasoning. You can very clearly say that it is clearly identified, that this is demand. I repeat the process for my capacity. I click once four blue dot, I click one more time, six white dots. Go to my data label options and add the reasoning I'm getting capacity and just align it properly to see that what is demand? What is capacity? I will make it a little easier for my audience by changing the font color to the same color of my line. And change it over here, making it little bold so that it's clear. Similarly, I click on Demand, come here, change it to the blue color, and make it it 34 24 or is it 34,000.24 thousand. What I'm going to do is I know I's there on the left side, but I'm just selecting this and on the right side manually from the keyboard I select it, go to the end of the screen and say Kyky, right? It's very clearly showing that the demand versus capacity. The blue line is the demand line, the orange line is the capacity line. We might sometimes decide to change our chart title also with the same thing I made demand. I selected capacity and I'm selecting the color with the same color as my line center alignment is. Most of the time people prefer. But I would want to change this to the right align and I'm getting this to the bottom, making it easier for my audience to see right. My second chart is also ready using the same data. What I want to show you is the data is seen. But the way we can visualize this data is changing. Now let's try one more thing. I'm going to select my data, I'm going to go from scratch, insert recommended chart. All chart. I come to the first chart again. I can do the entire process again or I can just copy my first chart. I will scroll down and paste it over here. A minor change I'm going to do. I'm selecting my demand bars, right clicking, Changing the fill as No fill, changing the outline as the black outline. I might decide to make the outline a little more by changing the weight of the outline little more. I keep the capacity, but now I want it to overlap. What I have to do is click on the last option and you have something called a series overlap. And gap width, I'm going to increase the series overlap with 100% I'm going to change my gap width to one 50% What you're finding is both the graphs are changing simultaneously. But I'm actually looking at making something like this. A small chain that is required is that I right click on this and say change chart type. I go to my combo right, I make my capacity as the secondary axis. Do not worry, it's looking clutter. But I'll show you how to fix it. I double click on this, my Axis option instead of 35. If you remember it is 60,000 on my left side. I'm getting it back to the sea. So it is 60,000 And if you remember over here when I was showing up the axis, let me just click over here to show you why did I take 60,000 axis, primary vertical. Can you say it's 60,000 I have taken both the bars to be of the same. Now let's go back to the original plan now. I don't want the same number to be repeated in my label option. First of all, I'll change this to thousands because you can see that the labels have changed it to the unit. I'll change it to thousands label option. I will make it as none. I've made this as none. I've cut the display unit as thousands. Now when I click on this graph, I will change my gap to 40% or a little longer. Okay, Now can you see it's 50% right? Cl change this morphil option and make it a transparent can you see I made it as a water pill model. If I don't want to show the numbers, I can just go ahead and delete it. It shows that my demand has been going like this, but we can see that there's a gap in my demand that is not being met. Again, my demand, I will change it to the black form because that's the line, capacity select and make it as a gray color so that the audience knows that I'm talking about capacity over here. And so we made the third chart using the simple Excel sheet. What if I want to show a different thing? That is, I want to understand what's the gap? I need something called unmet demand. It's nothing but my actual demand minus my capacity. I'm just applying this formula and getting my data out here. I might just decide to select this and my unmet demand. Click Insert. Click on Recommended Chart and I can go to my line chart and see the chart. Obviously my favorite thing, what I will do is take my graph to the bottom of the screen that I'm not overlapping and cluttering my Excel sheet. Because if I make a practice of cluttering my asset, it will only confuse me. My step number one is that I always prefer to hide the grid lines. I don't want to show this in thousands. Double click on it, change the display unit to thousands. The reason I'm repeating it multiple times is because I want you to do it along with me next to axis. Say none, and you will find that it's not shown. Now I decide to show some peak points where there's unmet demand. I select that data point by double clicking it and add the data. This is my unmet demand, my unmet demand. The last one, I will click again and say Add Data. I might decide to show that it's in thousands. I go there and say ten k here. The highest time when there was a gap was 29. I can say that it started with something. It went up to 29 K. And it is now the unmet demand is reducing. I might decide to smooth this by saying format the data series in my line. When I go down, I have options like smooth line. Can you see at the bottom? If I do this, you'll find that the my graph is getting smoothen. Yes, we're done with our pot graph. I know many of you are interested in understanding how I can create a pipe graph, the one which I showed over here. Because we don't have this as a ready made option in our. But don't worry, it's not at all complicated. I'm selecting my data this time. Select Month Demand Capacity, Unmet Demand. So I click on Insert. I click on Recommended Chart and go to All Charts and take the combo. Now what am I finding? That I have demand capacity, unmet demand demand. I would want to keep it as a line chart with marker capacity. I keep it as stackrraph, stacked column unmet demand. Again, I take it as a stacked column. I need one more line which says that how my capacity is. For now, I'll just click on. Okay, because I need to add that. I write, click Select Data. Here I say the series name is capacity. The series value is my capacity. I click on, okay? I have demand capacity, unmet demand and capacity, I click on. Okay? Now, can you see that? I'm almost there. Let me just take this graph to the bottom of my screen. As usual, some of you might find it a little complicated, but if you're doing it along with me, you will understand that you are able to show some beautiful charts even though they are not existing in Microsoft text. Just by understanding some tips and tricks, I've got demand as a line chart. I have my unmet demand in the gray bar. I have my actual capacity in the blue. What am I going to do my all time? I'm going to remove the grid lines. I'll remove the legions. After some time, I select the orange one, right? Come to fill and say no fill. Come to outline and say no outline. Got it? Wonderful. Now I have my pipes ready. I want to increase the button size. On top of this, I right click and say format the data scenes. I come to my left top ship where I have line and marker. I click on marker, click over here and change the marker sides. I'll make it as big as the size of my bar. Let me just see. Okay, it's looking beautiful. Similarly, I'll repeat for my orange line. I click on it, I come to this, I click on Markers. In my marker option, I take the belt in and I increase the size till the time it becomes the size of my bar. 12, 13. Okay. Looking nice, but I don't want these connecting lines. I think I'll change this also to 13, out to be 13. So let's make it 14. Yes. Now I don't want these lines that are connecting. So I click on it, right click in my Outlie, I'm going to see out and you'll find that the dots have been disconnected. Come here and say no outlet. Now I have my demand capacity and I right click on this, come here and say Add data labels. My data labels are coming very big. How do I fix it? I double click over here. Come to my access option display units, thousands. Then I come to my labels and I say none. My things are disappeared. I come to the format data labels. I make the label position a center. Let's repeat it for the demand. Right click. Add data labels, select the data labels, come to the label position and make it as send. Now it's blue, Black is not visible. I come to home and change my font color. We make it bolt. The gray is very gray. I might right click, change the fill color to a light degree. I have my data ready in a type of a pipe chart to say that how my demands X, X again. My demand I'll select. Come to my home, change the font color to blue. Select Capacity, change my font. Coming to the orange that is there, make it as gold for the people to understand that this is the capacity. In the next line, I might decide to say the unmet capacity. Unmet demand is reducing. I'm going to take this, select this entire piece, and make it as a gray cut. Because I'm showing that in my gray color pipe. I'm keeping it over here. I have a new chart now. I don't need the legend. I come here or I hide the legends as well. Let me just give a quick recap. If I go to my chain chart time, I have demand which is line with marker. I have capacity, which is transparent stack column. I have unmmand, which is in gray color, which is a stack column. I have capacity in orange color as line with markers. I hope you enjoyed learning to create a different type of chart. Okay, I think some of you might think that what if I want to increase the size of my pipe barger? I write, click format data series. Do you remember we had made it as 100 to reduce the gap. And you'll find that you can change the size it 100. So I made 100 gap which is 100 series overlap is also 100% Similarly, I will come here, come to my label option. I can modify the size. I can always go back to my old site by coming here, changing my graphic back to the percentage that was there. You can reduce the size by going ahead and modifying the gap with the series over. Wonderful. I hope you enjoyed doing this. The sample data and the link to this will be shared in the description section. See you in the next class. 11. How to create Bar Charts in Excel: Most people know how to create a bar chart using the default options in popular data visualization software. But knowing a few quick hacks to improve the default chart will make your visualization standout and your data story shine. To create a simple bar chart, set your data up is shown with categories, in this case food type and values for each category. In this case revenue. Highlight the data, click, Insert and choose 2D column. Doing this will create a very basic bar chart. From here, we're going to make the following improvements. Add data labels, remove unnecessary Chart Elements, reorder the data bars, decrease the space between bars, and change the bar colors to highlight specific data. If we want to compare values for the revenue of each category, we're not helping our audience by making them guess based on using the y-axis values. Let's put data labels directly on our bars to remove that work for our audience. Click on the Chart, click the green plus sign and select Data Labels. Now the value is directly over the bar. This makes our grid lines and access redundant. Let's clean up the elements of the chart that we don't need. Click in the chart. Click the green plus sign and click Chart Title and grid lines to remove them from the chart. To remove the y or vertical axis, click on the black arrow next to access, then de-select Primary Vertical. I also removed the chart title. I tend to move my charts to better programs for presenting, and I'll use that software to add in my storytelling title and annotations. To clean up the chart a bit more, we can reorder the bar so they go in descending order. To do this, select category and revenue, add an a filter. Click the filter in revenue and choose descending order. You'll notice that the order of your data in the chart now goes from greatest to least. Making this change increases the ease with which our audience can discern the values. If they're just skimming over the visualization. There's too much space between each of the bars in the chart. A major use of the bar chart is to quickly compare heights of the bars. If you wanted to compare your height to a friend, you wouldn't stand across the room from one another. You'd stand back to back. So we should do the same for the bars of our chart. To fatten up the bars. Click on any of the bars in the chart, locate the gap width option. Notice that the default is set to over 200%. Change that gap with I usually use about 65%. But feel free to play around with your values to get your desired width. As this value will change depending on how many bars are in your chart. You may also want to highlight just one or two categories for your data. To change all the bars to gray, click once on any bar, and then use the options under the paint bucket menu to choose a gray. Next, double-click on the bar you'd like to highlight and then select a new color for that 1 bar. You'll also want to make sure that you make your font size is big enough for display during a presentation. If you know you'll be presenting this chart. You can copy it into PowerPoint and make additional enhancements along with adding a storytelling title and any annotations. Taking just a few minutes to make some small changes in the default option and bar charts can really make a difference in how your audience views your data. 12. How to create Line Charts in Excel: In this video, I'm going to walk you through how to make some best-practice enhancements to line charts, including making adjustments to your axes, adding strategic data labels, creating gestalt labels, and changing the default width phone line. In this example, we're going to compare the number of online and in-store sales at allergens. We have data from January 2019 through April of 2020. To create the line chart, select the data you want to include in the line chart. Click Insert, and select 2D line chart. Now we have a line chart with a series for the online sales and a series for the in-store sales. The default output of Excel is nothing exciting. So let's learn how to make some enhancements to this line chart that will serve as an effective visual base for your data story. Even when we make our chart bigger, we still have the challenge of having data labels that are diagonal. Diagonal lettering is more difficult for our audience to read. Let me show you a trick to get rid of these diagonal labels. By having the year appended each month of our data, we're creating a redundancy. Let's clean up our data a bit to remove the unnecessary year from each month in our data. First, insert a column to the left of the Month column, then add the year 2019 to the cell at the left of January 20, 19.20, 22, the cell at the left of January 2020. Next, let's abbreviate the months so that there's less text and our labels reduce January 19 to Jan and February 19 to fab. Doing this for each month can get tedious. But luckily, Excel will notice the pattern we've started and fill it down for you. Highlight the Jan and Fab, and then drag down to the rest of your dates. All of the abbreviations are now completed for you. Now let's check out what our new date format looks like in a line chart. Select your data again. Click, Insert and choose 2D line chart. Make the chart a bit bigger so you have more room to work. Notice on the x-axis, the months are now grouped by year, making the axis have less text and causing it to be easier for our audience to read the values on the axis. I'm going to move this chart into PowerPoint to make my enhancements. This is just because I like to have a bit more room to work. And PowerPoint offers the additional tool of an eyedropper that I can use in my chart enhancements. Choose the paste option that links to source data so that any change you make in the spreadsheet is reflected in the chart and PowerPoint. Now let's make some enhancements. The default line in Excel is very skinny. Let's make the data the star of our slide by fattening up the lines. Right-click on data series, select Format Data Series, and click on the Paint Bucket option. Navigate down to the line width option. The default line width and Excel is very thin at 2.25 points. To make your data stand out, I suggest changing to a width of at least five in this chart because there's only two data series, I'm going to make the width six. Select the other data series and match the line width of six. Now we want to add data labels. If you select the whole series and then click the green plus sign at the top and select Data Labels. The values will be added to each point. This is probably more than we want to add to our chart. We don't want to create chart junk. Just a note, if you're using a Mac, you need to select Add Chart Elements at the top right of your menu to add in data labels. Instead of adding all of the labels, Let's strategically add labels. Instead of clicking the entire data series line. Double-click on the data point that you would like to add the label two, then select add data label. This will cause the label only to be applied to that single selected point. Repeat that process of double-clicking on a single point and adding a data label to any point for which you want to add a value. I'm going to add these labels to the starting and ending values for each of my data series. We know that Legends cause our audience to do too much work in identifying the color that goes with each data series. Let's reduce the cognitive load of our audience by creating assault labels that move the important information from the legend right next to the data series that represents. We already have the value for the most recent data point for each of our data series. We're going to add the series name to that label. Double-click on the label. Make sure that there are white dots surrounding the label, not the data point. The Format Data Labels menu should appear. If not, you can right-click on the data point and select that from the menu. Right now, value and show leader lines are selected as showing in our labels. To add the series name, select the series name box, de-select the show leader lines box. This will provide you with additional options for placing your label without distracting lines connecting the label to your data point. Do the same. Adding the series name to the other data point. If you run into any issues with the placement of the label, you can choose a different location for the point from the label position menu options. Let's clear out the chart elements that we no longer need. To remove gridlines, click on them and hit Delete. You can do the same with the y-axis as those values are not needed. If we're labeling individual points, we made the legend unnecessary by adding gestalt labels that can be removed. And we'll create a storytelling title using the text option in PowerPoint and not limiting ourselves to the space and formatting of the default chart title area with a nice clean chart space. Let's make sure our audience can see our Data Labels. Select your labels by clicking what's, you'll see the blue dots around each of the labels in the series, and then increase the font size. Do the same for the other series. Increase the font size of the x-axis by clicking in the axis, and then increasing the font size. Let's get away from the default Excel colors and bring in some of Allan sins colors, grab their logo and paste it in the PowerPoint slide to change the color of the online data series. Click on the line, right-click and select Format Data Series. Go to the paint bucket option and scroll down to the line color choice tool. We're going to use the eyedropper tool to steal the exact color we need from the logo. If you're using a Windows machine, the eyedropper tool be right under the More Colors option. If you're using a Mac, you need to click into more colors and then the eyedropper tool will be available. Hover the eyedropper over the color. You want to change the line two and then click. Your data series will now have the same color that you just pulled from the Eyedropper. I'm going to change the in-store data series to gray so that my audience will focus more on the online data series. Next, we'll finish creating our Gestalt labels by incorporating similarity, but making the text of the label the same color as the data series. Select the labels for in-store, and select the same color gray that you just made the line. Do the same for the online data labels. Notice that the yellow from the Allen's label is stored in the recent colors list for easy access. Now you have a clean line chart that you can utilize to create a storytelling title and strengthen your data story. 13. How to create a bullet chart in Excel: Charts are a variation on the traditional bar chart and were created by Stephen Few. Bullet charts are a great option for showing progress to a target with a clean design. In this video, I'll show you how to create a bullet chart in Excel. To create a bullet chart, make sure your data has the actual or current data in one column and the target data in another. Highlight the data you want to include in the chart. Click Insert, and select the clustered column option from the chart menu. When you do this, both actual and target values are displayed as columns. We need to change the chart type to begin creating the bullet chart. To do this, right-click on the chart and select Change Chart Type. Choose the Combo Chart option. Here's where you will tell Excel what types of charts you want to use for each data series. Choose clustered column for the actual data series, and a line chart for the target series. Then click Okay. We're going to transform the line chart into markers to show the target values. Click on the line, right-click and select Format Data Series. Click on the Paint bucket icon. This is where you're able to make changes to the color and width of the line of the chart. This is also where you can format the markers on your line chart. The markers are the element of the chart that mark the data. Click Marker Options and then expand the Marker Options menu, select built-in and choose the horizontal line option as type. Notice that you can't really see the markers. You need to adjust the size so they show up nicely in the chart. In the same Marker Options menu increase the size. There's no perfect size to choose. I usually just increase the size until the marker is the same width as the bars and my chart. For the bullet chart, you want to just leave the markers. So our next step is to get rid of the line. In the same venue. Click on the line option menu, choose no line. Now you have a basic bullet chart that you can continue to modify. Let's get away from the default Excel colors of blue and orange. To change the color of the markers, click on one of the target markers. Notice that all of the markers now have small blue dots around them indicating that they're selected. Right-click and change the fill color to black. You can also change the color of the bars in the same way. Click on a bar, make sure they're all selected. Right-click and change the bar color. I like to work with my charts push to gray so I can go in and add a highlighted. Now we want to add some labeling to be sure that my audience knows what part of the chart represents the target and actual values. Click on the target value all the way on the right. Click again to only select that marker. Right-click and choose add data label. The value for that marker is displayed. Instead of the value. I want my audience to know that each of those black markers represents the target value. For that, I need to modify the information that is shown in my data label. Click on the label, not the marker, but the label. And click again and make sure that the label is surrounded by white dots. Then right-click and select Format Data Labels. Right now, the options for value and show leader lines are selected for my label options. For Target to show, we need to select series. Now the word target is next to that marker. Do the same thing with the bars. Click and select the bar and the right of the chart. Right-click and add a data label. Same as with the target. The value for that bar will appear to change what it then the label, click on the label twice, checking to make sure that the white dots up here right-click and select Format Data label, unclick value, and show leader lines, and then select series. Now the word actual appears, reposition the labels so that it's outside the bar. Resize the chart if needed, and remove unnecessary elements such as the title. And then now redundant legend. 14. How to create a Scatterplot in Excel: Plots are a great visual to explore data. A scatter plot will also allow you to quickly investigate trends between two quantitative variables when designed well, scatter plots also serve as a fantastic explanatory tool and a chart that will perform well in a data story. In this video, I'll walk you through how to create a basic scatter plot in Excel and then make the following enhancements. Changing the look of the default points on the scatter plot, adjusting the x and y-axis for your data, adding data labels to points, and using quadrants to help direct your audience to a compelling story and your data. To create a scatter plot, you'd have to quantitative categories to compare. One of these categories will go on your x-axis and the other on the y-axis. In this dataset, we have three variables. The location of the office, the average handling time, and the customer satisfaction rating. We'll use the numeric categories to create our scatterplot. Arrange your data so that the data you want reflected in your x-axis is in the column next to, on the left side of the data you want on your y-axis. Highlight these two columns. Click, Insert, and select the scatter plot option. This data clusters in the top right of our chart, leaving lots of whitespace in the scatter plot. We can adjust the axes to zoom in on the data better. Double-click on your y-axis. The Format Axis Options should appear. You can also right-click on the axis and select Format Axis. Select the option that looks like a bar graph, and extend the Axis Options menu. Here, we'll change our bounds. Currently, the y-axis is running from 0% to 90%. Let's change the starting value to 30% by adjusting to a minimum of 0.3. You can play around with this value to help you get the data to appear where you want it to in the frame. We also need to change the x-axis. Follow the same steps. Double-click or right-click on the y-axis to access the format access menu, select Axis Options and adjust the lower bound. I'm going to see what happens if I start my x-axis at three. You can continue to adjust your axes as needed so the data displays over the whole area of the chart. We can also get rid of unnecessary elements that Excel adds in two charts as defaults, such as the grid lines and the chart title. To remove, simply click on the element and hit Delete, or use the Add Chart Elements option at the top left of the menu or the green plus sign and the chart. To de-select these elements. You can change the default points that appear in the scatter plot. I suggest changing all of the dots to gray and then using color to strategically highlight values to change the color of all of the dots. Click on a dot. Once all of the points will be selected, you can right-click and open the Format Data Series menu. Then choose the paint bucket option. Select Marker, select Fill, and then select the color that you want the marker to be. To increase the size of the marker. Click the Marker Options menu, then choose the built-in option and increase the size. Next, we'll show you how to add a label for the office location to each point that's represented on the scatter plot. Click on a point and add an a data label from the green plus sign or by using the Add Chart Element menu. The labels now show the customer satisfaction percentage, which is not the information we want. To change this click on the data label. You will see that all of the labels are now selected. Right-click to access the Format Data Labels menu. In this menu, go to the option that looks like a bar chart and open the Label Options menu. You can see that the y-value and show leader lines is selected. We want the points to be labeled with values from cells. De-select y-value and show leader lines, and then select value from cells. A pop-up asking for the cells that the data labels should be pulled from appears, highlight the cells that have the office locations, and then select. Okay. Now you'll see that the city named shown the dots. You may want to play with the axis a bit more to space the points out to avoid overlap. Now that there's Data Labels, you can also move the location of the data labels to give you a little more space unless overlap. A way to guide your audience to specific values is to use color to highlight points in the scatter plot and to create quadrants and meaningful values. A place to start is to insert average lines for each of the variables. The average time it takes to answer a call is approximately 5.2 min and the average customer service rating is 72%. You can add these chart elements in either Excel or PowerPoint. Click Insert, choose shape, and then select line. Add in the line at the correct value on your chart and do the same for the other average value. Now you can use these quadrants to call that patterns, e.g. Albuquerque, maybe fast and answering calls, but they are way under the average for customer service rankings. Or you might want to point out that Madison is really blowing the other offices out of the water in terms of customer service, but are doing so at a cost of taking longer to answer calls. Continue to play with your formatting, highlighting, and storytelling titles to create a scatter plot that really lays out the key insight of your data for your audience. 15. Usecase 1 -Step 1-Import data: Welcome to the lesson on practically learning how I can do storytelling with data. Here, I'm going to pick up a real life case study, which we face anomaly. Let me take you to the E. Yes. You can see my Excel sheet. Many times we get data in this format, where it is stored as Jan Fab March, April. So the team is saving data in my organization for sales, one sheet for the month. If I have to do data analysis, what should I do? I technically copy all this data and save it in a new worksheet one below the other. So the normal way of doing it is that I go to January, select all the data, come here, and paste it. Then I go back. Pick the second sheet, copy the data, go to this, go to the bottom of the screen, and then again, I paste the data. I remove the extra headers, and I repeat this process for all the six sheets before I can go ahead and do my pivot. I want to understand by product, how many boxes have I sold. Then I can go ahead and insert a recommended chart. The problem with this type of data analysis is that when my parent file gets extra data, I will have to again manually copy this from here and paste it back over. To avoid this, can I have a better method for doing the consolidated analysis? Second, can I get that data to be auto updated whenever somebody adds new data to my parent work pot? Yes, that's possible and it's possible using power query. So come, let's do it. Step number one, what I do is I save this file to my parent file, which has six different sheets and close it. Great. I don't need this one, so I'm going to just second, I'm going to open a blank workbook. Now, I click on Data. Once I click on data, I have the meno option where I'm going to click on G data from files and from Excel workfo because my parent data is sitting in the Excel workfo. Once I do just have a little patients, it's going to ask me, where is the data. I'm going to select my data that I have and a window pop up. Just have a little patients. Yes. Now you can see that there are all the sheets in my Excel is being visible over here. I can pick up any of this sheet. I can go ahead and say select multiple she items and go ahead and select each one of them. The problem with this would be that it will only load the six sheets, and the new data, which will be pulled in will not be visible. So I'm not going to use that method. I'm going to use a different method to import my data. So I'm randomly picking up one of the sheets, so I'm picking up May, which is the last one, and then I click on transform data. In this way, my power query editor pops up. This is a ribbon of my power query editor. I can see it has pulled up some records. It says 558 rows and six columns. It has done some applied some steps, and this is data only for me, but I need data for all the sets. What do I have to do? I go ahead and remove these steps from here. You just have to ensure that in the applied step, you should only have source. I'm going to name this query as consoldated sales. Okay. Now, over here, I don't need this hidden field, so I come here rightly can say remove. I don't need items, so I come here and I don't need what is the kind of sheet that I have, I will go ahead and now I have only name and data over here. And can you see there is a double headed arrow next to data. So I click on it. Immediately, it shows that there are different columns that I can pull. I ensure that I untake this because I don't want the column name to be prefixed as JA underscore salesman name Fab underscore sales Member. So I untake that, I'm pulling up the columns, and I click on noka. Now, you can see that it has pulled up all the data from the sheet. And this time, it has pulled up more than 999 records. Because this is a power query window, not all the records will be visible. Step number two. We see that the heading over here has come as column one column two column three, but the actual heading is there as the rower. I just select that and click on use first Ps head. Now, you can see that it has updated the heading cectly. Accordingly, it has also changed the data type. I can come here, double click on it and save the month. So I have renamed the sheet, renamed one of the columns, and I have salesman country and so on. If I take a drop down, it shows Jan and Feb data, though you remember I had clicked on May to import the data. Do not worry, all the sheets will be imported, and it is very clearly saying that the list may be incomplete because this is the power query editor window. So it's not going to show you all the data. Now, when I just scroll down for a quick check, I find that when the month changes, The title is repeating. So again, over here, I have the salesperson country product error error error. So I want to remove those. Plus, I'm seeing there is a lot of null value. Maybe in my parent file, there might be some blank records. So I can pick up any of the columns, so I'm picking up country. I untick the null and I grant country names so that duplicate row headings are removed, and if there are any blank cells in my data, that is also removed. I click on ok. Now, this data looks clean. You can see over here that there are no null values and there Now, I just need to go ahead and quickly check that I have only those data that I need. So I click on close and load. Just give a few seconds, and my data is loaded. How to analyze using this data, I will cover in the next video. 16. Usecase 1 -Step 2-Transformdata: So welcome back. As we continue, we have imported the data using above Power query, and you can clearly see that it has imported more than quoted 2,751 records. When I click over here, I find that I'm only having relevant countries. There are no null values, and the heading is not repeated. All the automation has been done by the power query over there. If at any point of time, you want to go to the Power Query editor, just click over here and click on edit. It will take you back to your Power Query editor. Just give it a few seconds and it's full. So your entire steps are mentioned over here on the right hand side. Right? So let me just go back. Now, I can go to my next step on doing analysis with this. So I can click on Summarize with Pivot table, and I'm going in to the new worksheet. Now, I can click the month, and I can check how much sales has happened in each of the month. I can go ahead and insert recommended chart and get my chart. I can also go ahead and do my slices, which I had covered earlier. I'm applying slices by product by C. I can create my dh by going to the new sheet. I'm going to bucky this one to go to my new sheet and paste it. My products are listed here. K. I can do some bit of formatting to make it little. And I can do some formatting. You can see that there are a lot of products. I can go back to my sheet here and add one more slicer for the month. I'm going to say in szer, and I'm also going to set. Click on slizer, and incre the number of columns. Change the beat. I have this. I go to my view and changing my formula. I right click and remove all field buttons. I can come here at the data, remove the grade line. This looks as a big number. Maybe I can reduce it down, so I'm going to come here te options. Access options, display unit. I'm going to make it in thousands. I think I can. The million is a better option, telling 1 million, so on and I'm getting the data. But you can see that there is lot of decimal points. I come back over here. Click here and just keep one decimal point. You see that it's updated. I can come to a heading and sis. Now I want to see what was the sales in Canada? What was the sales in Australia, India, se, New Zealand. Within that, I want to see what was the sales for 50% dark wits. I can take the New Zealand as a country across all the countries, how much. If you feel that millions is too small a number for you, then always go back and take it to houses. And if I don't want to show this, I can go to the tick mark and say, Click on the labels. And instead of saying next to the axis, I'm going to say now. So it clearly shows that my figures are 1,000. But I'm showing the data values for it. I want to see what were the sales for ALS? What was the sales for Milky bar? What was the sales for Milky bar in US? What was the sales for Milky bar in the month wise, right? If I want to see the sales for two products, I click over here and see sees. If I take over here, it's p. So good, we have the first one ready. I can come here, copy this if you rose and paste it down. Instead of month, I want the month over here, but I want the details by salesman. Or I want the detail by country. You can see that because I would have applied the filter in the earlier place, it's getting far. Pply this to my dash code and das all of it. Now, I would like to know how the sales in Australia. I'm going to see the sales for Australia and we can see that the numbers have been updated. See, the numbers in both the graphs are updated. New Zealand for this product in New Zealand for 50% d in New Zeand. For Heiko Out and Nadar in India, a sis. I'm getting to see two dashboards together. This is not all. This is not all. I just have to ensure that I save this, so I'm going to save this. S the file is saved. What happens if my original file increases? Let's see that in my next meeting. M. 17. Usecase 1 -Step 3-Analyse data: In the previous class, we saw how we imported the queries. We imported the data using power queries, got Pivots created, and we had created a tahbod. The data available to us over here is only till June. What if my master file gets updated with more data? Let's see what we have to do. Step number one, you have to close this power consolidated sales file, and see if the parent file has all the rat. Let me show it to you. So now my parent fle has data only till July. Let's add data for July and August. I just click on queries and click on reefers. Once I do that, we can see that it has imported the data for July and August. I come here. I click and I click on reef. It has already refreshed the paper. Let's go to the consolidated sheet and we find that we have data for all the months from Jan till August. Be I've added some data. It's always going small. I don't have to work manually to pull anything or I don't have to do the query again. I just need to ensure that the new data is added and I refresh my query and refresh my paper. I hope you understood how to work with multiple sheets and consolidate and get your tah ready. Now, continue with your story telling path. See you in the next class. O. 18. Data Storytelling Real Life Example using Excel dashboard: This video, I'm going to show you how to create dashboards like this to track sales. I'm going to use slicers and timelines and pivot tables to make a dashboard that is unique and customizable and that you can easily update over time. A really important first step in creating your dashboard is to make sure that your data is clean and ready to use, and it's accurate because otherwise, you're going to spend a lot of time creating a dashboard, jumping into it, creating charts only to find out later, that there was something wrong and you need to fix things. And your data is wrong and you are missing information and nobody wants to do that. So it's always helpful just to have at least one quick glance at your data, make sure everything looks correct. The headers are set up properly and you know that there are any fields that needs adjustment, so you can do it. Here we have got order date, order ID, customer information, product information, price, unit sold, and transaction type. So having a quick glance at this, I don't have any issues at my dataset. One thing can be easily do is to check for any errors. For this, I press the FI shortcut key, select special, and then under formulas, I uncheck everything except for errors. If I hit Okay, that's what you're going to see telling that there are no errors in the cells of this Excel sheet. This means that your data doesn't have any errors, and here we are good to go. Anything you might want to do is to phrase out some pieces and create new ones. For example, I have got customer location. We have got city and state. Idally I would like to have city in one column and state in another. So I can divide this column into two parts. Excel can help me by using certain formulas. I'm going to call one column as city and the next column as state. If you're going to use Office 365, one thing you can use is the text before formula, the text before formula. Text before function for this allows you to do and select your text, and for the delimiter, I'm just going to say, put a comma here. Now, I have phrased out in the city easy enough for the state. I'm going to do the same thing. I'm going to use text after formula, and in the case selection, I'm going to put the delimiter as a comma and a space after it because I have noticed that after comma, I have got a space in my original column. So I don't want to include the space in my new field called as my state. So I'm going to close this out, and now I've got this stage, so we are good to go ahead with our data analysis. What I'm going to do before proceeding further is I'm going to copy these two fields and paste them as values. I have got rid of the formulas, and now it's good enough for me to delete the primary field that we had because I don't need it any longer. So I'm going to click going to do is add a field called total sales right now that is a multiplication of units sold. I'm going to take the product price multiplied by number of units sold, copy it down to the last row, and I will format it as dollar sign, just so it is easier to read the last thing. I'm going to do before going in is creating a dashboard, converting this into a table and making sure it is easier when referencing back. What you might want is the dataset is so good that it is good to insert a table automatically. Select my data, select my table in the header, and then I'm going to rename my table as TBL data. Just call out the table data, whatever you want to call it. It doesn't matter. The point is for easy reference back to it. Later on, refering with a name rather than the range. The benefit of setting up your data in this way is if you add something to the very bottom, and if you add the data later to it, it automatically expands to include what information you won't have to adjust the range every time. This feature of table is very underrated because not everybody has comfort of using tables inside Excel. If you get habituated to building tables and using it, I'm promising you you'll enjoy this method of data analysis. So know your dashboard now gets new information, you don't have to refresh it. You don't have to expand your selection of the data because you have converted your data as tables. Creating your dashboard, one thing is to make it easier first by converting your data into a table. Do just organize my data, and I'm going to call it as Pivot Table. Now, going to do create multiple pivot table from my dataset. Since I have got a name ranged here, the table data that I'm going to use, I'm going to use the existing worksheet location. Here, I'm going to paste it for now. I can decide what sort of things I want to analyze. So for example, I may want to have total sales given the breakup by category, so I can break it down further on different categories. I want to analyze my data, for example, the total sales by category. I can break down into different categories to see which one was sold most item. How did they compare to the others? What I also want to do is to add the total units sold, as well as I can compare the number of units sold and the total sales and plot that on a chart. Now I'm going to do that by copying this and creating another pivot table. Since I'm referencing the same data, except this time, let's say I want the sales by month. So I'm going to grab the order date, drop pit over the rows, and here you can see the Excel automatically, group them into quarter, month, and so on. I can right click here and give the options of grouping the data. So it automatically selected months and quarters and years. Now I'm going to uncheck the quarters just because I don't want them. Obviously, you can go a bit more detail if you want, but I'm going to leave it at months and years. See, it's a logical way. I think to break it down and it's easy way to track. If we had days, and you know, too many values are going into my chart, so it wouldn't be practical or easy to ready for another person. One by one, the product categories, let's do one thing, is to divide it by states instead of product. Let's use state. I can also break it down by city as if I want to do. Now it's states and just do total sales. And I've got sales by state where I'm going to create a chart to breakdown in person versus online. In person versus online sales because that's an interesting breakdown as well. Instead of state, I'm getting a transaction type. We got in person versus online. We have new chart that can help our table. Now, one thing we are going to do is creating pivot tables is to be aware of spacing between one another, because one problem that you might run into when you refresh your data is that the pivot table do not overlap the other, and that error message will pop in. So what I do is that I leave enough space between the two pivot tables that in case of a refresh, there is no overlap. And it can easily expand vertically, but not horizontally, so I'm going to put the date right next here. This pivot table right underneath there could be a potential problem, right, because you're going to expand downwards, so it could overlap with that and we can end up with an error message. Now we are going to use pivot tables. You are refreshing your data, and just one thing we need to be aware of to just make sure that your budget for that amount of space, there is no overlap of it, and there's no potential Overlap of data even in future. Because even though your structure is correct today, you don't know what is going to happen tomorrow. You can add data specifically when you're using tag. You can have your PWR table to expand and then overlap into another. In which case, you're going to get error. So one thing is to keep in mind that when we are creating multiple PD tables, make sure you got it spaced out logically where there is not getting any issues. I'm going to do this by putting the pivot table with a space. Now I'm going to calculate my total sales across everything so that I'm going to use a sum function. So, grab the total sales here and let's say I've got a target of 1.5 million because I'm going to do it. I'm going to create a chart to show how close am I from my target. So I'm going to have my actual and remaining. So my actual is 1.3, and the remaining goal is 112. Thousand. So let's say you don't have the budget and you want to reach it, I'm going to show how close we are to our table and our data in creating the dashboard. I like to use supary tabs entirely just for my dashboard. So I'm going to create a new sheet for my dashboard, and my pivot tables and my data will be there and will look more clean and organized way. I can start now creating these charts, so I'm going to start my book by product category sales. I'm going to go and insert the chart. For this, I can just use actually a combination chart. I'm going to open this up under Combo because I want to show both the sales and the units sold, and they are going to be secondary axis to be helpful, both in dollar for sales and the number of units sold. So the dollar sales, I'm going to have just a regular cluster column, and unit sales that I have is a line chart. But I'm going to use this one on the secondary axis. In this way, it becomes a little easier to see. I don't have the access to see that's going to look like flat or nothing, because the dollar is going to be much more than the number of units sold. So a secondary access can be helpful for the purpose to plot two things at once now. Obviously, you can create two separate charts for each. But since they are related items and products sold, dollar seeds for the product type, it makes sense to put them on one chart. So now I'm going to rightly cut paste into many dashboards. This is a tech pivot chart. And we have got over here selections over here. Now I can toggle the pivot table into dashboard, and that's nice that it looks. I'm going to go to the pivot chart analysis section and uncheck the field buttons going to get rid of them, and now I'm going to move the legend downs. To do that, I go to the design and add chart element. Here, the option of legend is to put at the bottom. One thing that I can also be helpful is to format this numbers properly. So the format axis is the section for numbers. You can put the currency format and no decimal places. One other adjustment is like to make sure that it sinks the white space, and we can do that by formatting the data series in this column chart and make that group. With just 50%, that more looks a lot thicker, easier to see and less white space in my chart. And another thing is, obviously, we want to do a title so we know what we are looking here about the chart. I'm going to say sales by category. Now, when you are designing your dashboard, there is a lot of difference present in your present design. You can go to Excel, so make it easy for you to want to switch the look and the field and make the changes to the color. Here's the certain patterns you prefer right. There are different ways to customize, and it is easy now to change it as well by click of a button. Let's say I don't want this orange blind. Let's say I want a lighter shade of blue. Perhaps, you know, we don't have it this way. We have got the sales by category. We have got the unit sold and total sales. So the next I'm going to do is to make my Pord table, towing my sales by month and by year. This is like a time series plot because the X axis is time. Blind charts are much easier to show the column when you want to understand the trend over a period of time. Area chart fills up a bit of area, and sometimes it is little difficult to read it. You might want to consider using an area chart instead of a line chart. An area chart gives a similar effect to a line chart, but fills the space beneath the lines, offering a different visual representation. To demonstrate this, I will click Okay and use Control X and Control V to paste the chart onto my dashboard tab. I will then remove the field buttons and the legends as they are not needed. I already know this chart represents total sines. After that, I will sketch the chart to adjust its size. I don't need the legend since it is unnecessary. I already know for the fill color, I would use green since we are talking about dollars. Additionally, I will adjust the transparency to make it partially sacro, which creates a nice effect by revealing the lines in the background. On the design type, I can add more details such as grid line, for example, I might include major vertical grid lines for better visualization. How each month aligns with the data. If needed, I can also add an outline to the chart using a solid dark outline around the lighter green fill ads contrast and gives the chart a more defined appearance. I will title this chart as sales Biba since it's a time series chart, which makes it easy to track the progress over time. To help the dashboard blend better visually, I will go to the view tab and check the grid lines. This removes the background grid, creating a flat white background where all the elements integrate seamlessly. Another thing I always like to do with chart is to remove the borders by selecting the chart and choosing the low lying option of the border. I can make it blend over more seamlessly to the dashboard. I will do the same with the chart. Next, I will modify the axis, display the number format as currency. Remove the decimal coins. This makes the chart cleaner and save space, something essential when working on dashboard with many visuals. It's important to ensure that the chart does not have any unnecessarily large leaving rooms for other elements. Moving to the next task, I will go to the pivot table tab to create a chart for sales by stat. To change things up, I will use a bar chart instead of repeating the same chart it. Once created, I will use Control X and Control B to pace the chart onto my dashboard tab. I will remove the field button and the legend for a clearer look. To differentiate this chart further, I will remove the access label, and instead of that, I will add data labels directly to the end of each bar by right clicking on the chart and selecting add data labels. This makes the data easier to read and improves the overall presentation. I want to edit the formatting so the numbers are displayed as currency. Without any decimal points. With these changes, the label become unnecessary, hence the amounts are already visible. Now I will format this series to set a width gap to 50% and update the header as sales by state. It's also a good idea to change the color to ensure they are distinct and not repetiative. Let's add a bit of orange for a different look. Here we go. Now we have got the sales by state chart updated. I will also remove the borders to help it blend seamlessly. At this point, I have got various breakdowns, including sales by state, by category by month, offering a diverse view of the data. Next, I will head back to the pivot table tab to create a breakdown of in person and online sales. And so because I have got two items, this is where it might make sense to use a pie chart. Let's create a three D pie chart here. Once again, cut and paste to move it over. I will position this a bit higher up and might get rid of the borders. What you would also do if you want the chart to blend more seamlessly is to remove the background fill color. If I do this, you will notice that it overlaps with the other chart. Now you don't have to worry about the potential overlap because as long as they are not really affecting one another, you can allow a bit of overlap without the white border, making it look like it's sticking over out more than you would like to. I'm going to get rid of buttons as well as legends, since I will be adding theta labels again. After adding the data labels, I will format them and say, Okay. Let's say the category name and display the percentage rather than the value. All right. So we have 51% for in person and 49% of sales from online. If I go to the home tab, I can format these colors so that it can stand out. If you want to change the labels, you can do it directly under the home tab once you have selected them. And you know, arguably, we don't really need a title for this since it's pretty self explanatory. You're talking about transaction of online versus in person. However, you can add a category title if you want to. In this case, I'm not going to add one. Let's change the colors a bit, perhaps a blue and a light blue, and whatever works the best. If you prefer to change them manuly, you can do that as well. For example, I can select the entire slice and apply a solid pill color, perhaps a light gray for online and maybe a darker gray since I have got the white fall. Here we go a bit more contrast. This can be very helpful, especially if you're selecting colors from Excel Built in option. Okay, now we may also want to create another Pie chart to show sales by category. I have got the total sales here, but it might be helpful to have the sales broken down by category, as well as in terms of Pi chart. So I'm going to get rid of units sold here and instead use this pivot table. Let's convert this into a pie chart as well and paste it over the dashboard. Here, just to see how complex the word product mix looks, we can start by making a few adjustments. Before doing that, let's get rid of the field button, remove the title, and explore the built in format options. Excel provides a variety of built in designs that might find appealing. For example, it would be a decent looking chart. It provides a breakdown and label for what they represent. Next, I will format the data labels to include the percentage as well. Finally, let's get rid of anything that is unnecessary. I want to make sure to get rid of film by selection, the actual chart. And here we go. Now we have got a bit of breakdown showing what our product make looks like, where our revenue is coming from. We now have two pie charts, one for online versus in person sales, another of breakdown by category. I will organize this a bit further, but the key things is to ensure that our charts are set out properly to display the data we want. Once that's done, it's all about organizing the dashboard to display the data in the way we want it. Now moving on one or chart. What I'm going to be using now is a donut chart to show how close we are fitting to our revenue goals. We have got a total sales of 1.387 billion versus a target of 1.5. So let's plot this over a donut chart. To do this, I will select my values from actuals and remaining and go to the insert chart under the pie chart section. There is an option for a donut chart. The reason I've structured this with remaining versus actual is how the donut chart works. It takes the first value as one segment and the remaining value as the other. I can't just input the two values separately. I want them to add up to a total of 1.5 billion. Let this way, the large segment represents what I have achieved so far, and the smaller segment show what is left for me to reach my goal. I don't need the label of actual versus remaining, so I will structure it accordingly. Additionally, I'm going to remove the default labels and keep the chart clean. Here I will set no fill, no border for the chart. Then cut and paste it over my main dashboard tab. The idea is to position this chart in the middle of the pie chart placed on the either side. This way, my total sales will be shown in the center, flanked by pie chart, creating a balanced layout. Next, I will format the chart accordingly. For the progress so far, I will select the large slide and choose the dark green color. Represent the achieved proportion. For the smaller size, the orange one. I will use a light gray to indicate the part that has not yet been achieved, reflecting that we are still a little short of the target. With this doughnut chart, I will also adjust the whole size by making the doughnut really small. It emphasizes the data more effectively. Now, I prefer to keep the donut chart a little larger as it allows us to include some data inside it. Now I'm going to do next is to insert a few rows above and leave space of slices later on. After that, I will do some text boxes within the doughnuts. To do this, I will go to insert and select a textbox. I will create an outline within the donut chart, link it to display the data. With the text box selected, I will use the formula bar to link it to the value of my total sales, which is 1.387 million. Next, I will format the text box to make the value board. Oops look like I'm running out of space. So I will adjust it slightly to ensure that the text fills well. I just need to be careful to grab the correct items, ensuring that the total sales value of 1.387 million is displayed properly. Let's say we want to track the actual percentage, which is 1.387 million out of 1.5 million, which is about 93% achieved from the target. To do this, I will create another textbox and position it under the first one instead of typing directly into the textbook. I will click on the formula bar and link it to the value of 93%. Next, I will ensure that the text box is selected, enter the text, and perhaps leave it unbolded. I will position it just below the total sales value. Now, we will go our total sales displayed along with percentage. It's just a matter of adjusting the placement to make it look neat. Additionally, I can create another textbox right above it to serve as a title, so there is no need to rely on the external labels. For the chart title, I can create my own such as Total Sales to provide a quick highlight of what our total sales are by everything. Up till now. Now I will move the chart. Since the textbooks are already copied within the chart, they will move along with it. In this case, I will remove the bold formatting from the title since the total sales value is already folded. I don't want to lose its impact. Here you go. Our total sales are displayed within the chart. As I drag the chart, the label stays in place because the text box is embedded directly inside the chart. This way, I don't have to move them one by one. You can see the chart now contains a breakdown with total sales highlighted alongside the product mix. At this point, you can start structuring the dashboard to achieve the desired. It's important to balance the chart, ensuring everything is visible without spreading them out too thin. The goal is to see a bit of everything within just a few lines. I also prefer to avoid leaving gaps such as it's helpful to position everything neat. Charts that I don't need much space can be shown to make the layout more compact. So let's say we decide to move this pie chart off the side and structure them in a way that balances the available space on the dashboard. By arranging the chart strategically, you can ensure that everything fits neatly with pile, leaving enough room for other. At this point, much of the design comes down to the personal preference. How you want to chart, how you want the chart to look. At this point, much of the design comes down to the personal peripherals, how you want the chart to look, how you want them to display, and how your dashboard can best showcase the most important information. For instance, we have got a total sales chart positioned in the center while you serve as the focal point. The pie chart can be placed on either side to complement it and provide a clear breakdown of the data. This arrangement ensures that the dashboard is visually balanced and easy to navigate. We can still make adjustment to align everything properly. If something doesn't look right, you can fix it easily. For example, using Control Zet to undo any unintended changes. Proper alignment is crucial because it not only improves the aesthetic of the dashboard but also makes it more user friendly. Once everything is positioned correctly, we have got a cohesive setup of charts and labels. Now I have made space for slicer in the remaining area. These slides can be used to add interactivity alongside the users to filter and explore data more effectively. With this layout, we ensure that the dashboard provides both the clear overview of the data and the flexibility to drill down within specific details. What we can do now is to work with our port tables to insert slicers. I will start by selecting one of the pivot tables and then going to insert and choosing slices. From there, I will select fields such as city, state, product categories, transaction type, and month. Once the slices are created, I will grab all of them and move them into my main dashboard page. This allows us to have these filter options available directly on the dashboard, making it much easier to make changes and explore the data interactive. We can sink these slices down, especially if you know there will be a few options for certain items. Adjusting this size ensures they take up minimal space without compromising usability. For example, if a slicer only includes a handful of selection, we can make it smaller to free up the space for other elements. In this case, it might also make sense to adjust the layout of the dashboard slightly. Perhaps moving elements over the others to make better use of available space. Minimizing white space and keeping the layout compact allows us to fit everything in it neatly. By optimizing the placement of chart and slices, we can create more visually appealing and functional dashboards. Now we have got elements like sales by category, sales by month displayed on the dashboard. The key is to align everything as neatly as possible, ensuring that the dashboard looks polished and easy to navigate. Moving elements around a dashboard can sometimes make the longest time, as you try to ensure everything uses just the right amount of space. Oops. It's often the most time consuming part of the process, especially once you have placed everything. However, some charts like sales by transaction may be less critical than sales mix itself. To emphasize this, we can make the sales mix chart larger, move it up to a more prominent position. By placing the sales mix chart over here, give it more emphasis than the online sales chart. We can better highlight its importance. Let's shring the other charts down slightly and move over here to make the layout more compact and still fitting everything in. One useful adjustment is to change the font size on some charts and slices to reduce their visual footprint. This allows us to create a cleaner and a more balanced dashboard without compromising the readability. Be careful resizing and repositioning elements. We can optimize the overall layout and ensure that the most important data is easy to spot while still keeping the design compact and functional. If we need to, we can adjust the elements further to fit everything neatly. For example, setting the font size to ten helps create space. Now we have a balanced view of the online versus in person sales, our sales mix and the product mix, all included in the dashboard. It gives us a comprehensive breakdown of the sales data. For the slicer, we can apply different color coding if needed. Excel provides various templates to choose from. For instance, we can make the slicer for the month green and select the color schemes that aligns with the dashboard them. The slicer can also have the same color and use a different color, depending upon what works best for the design. The key steps when customizing the slicer is to ensure their connections are properly set up. To do this, right click on the slicer and select Report connection. And check all the pivot tables you have created. This ensures the slicer interacts correctly with the data across dashboard, providing seamless filtering functionality. This step is important because when you set up the report connection, any changes you make to the slicer will affect all the connected Pivot tables. This is crucial to ensure that all the linked charts updates simultaneously. If anything isn't linked properly, a selection in the slicer won't affect all the charts and table as intended, which could lead to inconsistent data representation. For example, once the pivot table is properly connected, selecting the state like Arizona in the slicer will update all the charts linked to the slicer. Now, you will see that sales by state chart only displays data from Arizona. Similarly, the monthly sales chart will reflect sales data only for Arizola and the sales by category also displays the category specific to Arizona. However, one thing to note is the total sales value doesn't update. This is because it was not linked to the pivot table. It is designed to represent cumulative total of all sales. This behavior is intentional because I wanted to see the total sales versus the Arizona sales in this case. If I want to, I could link it to the pivot table so that it would get updated based on the slicer selection. For instance, I could set it up to show the total sales for the selected state or category. To that said, I would prefer a certain value not to be updated with the slicer changes. You are free to make the changes. You can either leave them unlinked or design them internally to remain static, as I have done here. This offer This approach offers flexibility, depending upon what you want the dashboard to show. This approach offers flexibility, depending upon what you want the dashboard to show. This value is linked to a specific cell, which I have set to reference the total sales value from the data. The key here is that this value will always represent the grand total regardless of any slicer selection. However, the other charts on the dashboard will update dynamically. For example, if I select California in the sizer, all the link charts update to show data specific to California while the total se value remain unchanged. If you want to make multiple selection, you can hold down the Control key and select multiple states. When I relieve the key, the chart automatically updates to reflect the data for all the selected states. This feature makes the dashboard highly dynamic, offering flexibility to analyze the data in different ways. With slicer, you can filter the data by state, product category, and other fees, giving us a lot of flexibility to explore and visualize the breakdown of data. Slicers are specifically helpful in this context because they allow for a quick intuitive judgments to the dashboard, making it more interactive and user friend. Another thing you can do is to use time line instead of slices for months. While I do not have months included in my slices, using a slicer for months alone has its limitation. The main issue is that it doesn't differentiate between years. So it's not clear which year data we are looking at. This drawback of using the slicer for months without additional context. To address this, I have gone back to my pivot table tab. Here I have got sales data by month. I can insert a timeline based on date order. To do this, I have selected insert timeline for the date order and then cut and paste the timeline back to my dashboard tab. I will position it right above the other charts around the area where it best fits. Adding a timeline may require some adjustments to the dashboard layout. For example, I might need to insert a few more rows to create additional space for the timeline. This may cause the charts to expand temporarily, but I can easily shring them back down to fit within the available space. Once everything is adjusted, I will have more dynamic and informative dashboard. Let's say I squeeze the timeline into this designated spots. This ensures we have a clear interactive way to view the sales data over time while distinguishing between different years. You always want to adopt your dashboard to look the way you need it to, ensuring it meets our presentation goals. There is a lot of flexibility on how you can organize it. But the key is to make it easy to read and understand. Aligning everything neatly helps provide a clear snapshot of the values and the data. Now with the timeline added, I again select report connection and make sure all the pivot tables are connected. This step is essential because if we don't want only one pivot table to be updated with the adjusted time. By doing this, all the connected charts and table will update together, maintaining consistency across the dashboard. With the timeline, we can easily view data for all the available months. In this case, I have included both 2023 and 2024. We can also switch the view of the data by quarters, by months depending upon what we did. For instance, if I just want to look at a specific interval, I can sketch the timeline to include those months. One of the great features of timeline is how we can make filtering and analyzing data much easier. By simply dragging and adjusting the timeline, you can quickly focus on specific time frame, which adds an intuitive and dynamic elements to the dashboard. As you saw the slicer, if I select January, I can't immediately tell whether I'm looking at January 2024 or 2023. In fact, the slicer combines the data for both the years because it only recognizes the month, not the year. This is where timeline can far be more effective. With timeline, it's much cleaner and easier to analyse, eliminating the ambiguity that comes with slicer. The danger with improperly configured slicer is that you may not fully understand what your dashboard is displaying, which could lead to incorrect analysis. That said, there are many ways to set up your dashboard. My recommendation is to start by thoroughly reviewing your dip. Comb through it carefully, ensuring it is clean, free of errors, and structured correctly. Make sure your fields are set up the way you want and convert them into pivot tables. Once you have created your charts, move everything onto a separate dashboard where you can track all your sales data. This gives you a consolidated view of how you are performing across different metrics. If at any point you want to reset your slices and display all the data again, you can simply clear the filters. By doing so, you will get a complete snapshot of everything in your dataset. For example, with a Tonet chart linked to the total sales, you can use it as a tool to measure progress towards a specific goal. Meanwhile, the other pivot charts remain linked to their respective pivot table, ensuring that as you add more data, your dashboard automatically updates. Because our data tab is structured as a table, adding new information to it can automatically update all the charts and dashboard. The only step needed is to refresh the data by doing that in the data tab, selecting refresh all. Excel will put in the latest information, ensuring that all the pivot tables and charts are updated seamlessly. This functionality makes maintaining the dashboard straightforward and efficient. As new data is added, there is no need to reorganize or reconfigure the dashboard. It adopts automatically with just a refresh. This approach ensures that the dashboard always reflects the most current data. Make it reliable tool for tracking sales and analyzing metrics. This process demonstrates how you can create a comprehensive Sales dashboard in El using piered tables, slices, timelines, and a variety of chart types and different colors. These tools not only help the dashboard stand out visually, but also provides meaningful insights at a glance. I hope you found this guide helpful and learned how to use these features effectively and build your own dynamic and interactive dashboard. Let me know if you have any questions or need any additional tips. Thank you. See you in the next class. 19. Why Leadership is an important skill?: Welcome to our leadership course. Throughout this journey, we'll focus on crucial goals for leaders, achieving measurable objectives, ensuring the happiness and safety of your team, and fostering their growth and development to list a few. Together, we'll explore strategies to effectively lead and inspire, aiming not only to meet goals, but also to create a supportive and thriving environment for everyone involved. Let's embark on this path to becoming impactful leaders together. The three most crucial goals for leaders are one, to reach set objectives. If you're going to be an effective leader, then it is crucial to know what it is you want to achieve. The first goal that you should have as a leader is to reach a set objective. In other words, you need to create a measurable target for yourself and for your team that you can work toward. And once you have done that, you'll be able to start plotting the most efficient course possible. This might be to increase your profits. It might be to grow your customer base, or it might be to turn over more stock. Whatever the case, you can then measure your effectiveness as a leader by how well you are moving toward those goals. Two, to keep your team happy and safe, ultimately, the job of a leader is to help a team accomplish a specific task in the shortest time possible. And in order to do that, you need to decide what the task you're going to accomplish is. Another crucial goal for any leader should be to look after their team. Whether you are a manager, a parent, a scouts leader, being in charge means taking responsibility. Not only are you taking responsibility for getting the tasks completed, though, you are also responsible for the well being of those under you. Your job is to provide a safe and comfortable working environment where they can feel happy and therefore work their best. If something happens to them under your care, that's on you. Three, to grow and develop the team. With that in mind, keep listening and we'll discuss how to find what the most crucial goals for any leader should be. A good leader is not someone who simply keeps the ship afloat though. A good leader should also have their eye on the bigger picture and know how they want to grow and develop their team, both on an individual basis and on the basis of the team as a whole. This might mean investing a little time and money in R&D so that you can develop new ideas and take your organization to new heights. It might mean thinking as a parent about how you can take your family to the next run on the property ladder, or it might be providing staff with career progression opportunities so that they too can get that satisfactory feeling of moving forward. Let's continue our learning in the next lesson. 20. Leadership four ways to motivate your team: Four powerful ways to motivate your team. One of your jobs as a leader is to make sure that those under you stay motivated and on task. You need to help light the fire and the passion beneath them in order to get them to work harder and faster and to deliver their best. In this presentation, we'll discuss four powerful ways you can do that. One, give them autonomy and authorship. One of the very best ways to motivate any member of the staff is to give them some kind of ownership over their own project. This should be something that gives them creative license to complete the work as they see fit, but it should also have their name attached to it so that they can proudly claim what they have done as their own. This makes an important cognitive shift and is very different from being a nameless cog in a machine. Help your team to feel proud of the work they're doing. To show your passion. If you are someone who leads from above, but is constantly complaining and undermining the work you have to do, then you are going to lose the enthusiasm of your team fast. Instead, you need to make sure that you are passionate about what you are doing and that you truly care, and you need to find ways to communicate that fact to your team. Passion and enthusiasm are highly contagious. Once you get the bug, it will spread. Three, explain the why. Stop telling your team what to do and start telling them why. When you tell someone why they need to do something, it helps them to understand what the end result needs to be. Not only does this help them to work more flexibly to achieve the results that you are looking for, but it also gives them more motivation because they understand why what they're doing matters. Four, help them develop. Finally, try to think about how the work you assign to different members of your team will help them to accomplish their goals and progress. Every project or task should be a learning opportunity, which can ultimately help with career progression. Try to demonstrate this or find ways to make the work worthwhile for the individual completing it and not just the broader organization. The key is not to motivate with outside promises of reward or punishment then. Instead, use these four powerful methods to try to encourage intrinsic motivation in your team. Stay focused. I will see you in the next lesson. 21. How to Be an Influential Thought Leader: How to be an influential thought leader in your industry. When you think of a leader, you might think of a manager or perhaps some kind of political leader. Maybe your mind goes to military generals or tyrants from history. The word leader can mean many things, though, in fact, it doesn't even have to mean that you are giving orders to anyone. A leader is simply someone who is ahead of the pack and who guides the way for everyone else, just like you might have a leader pulling ahead in a race. You might not be a manager, a tyrant, or even a parent, but you can still be a thought leader and help guide the way for others. If you are a blogger or an entrepreneur, then this is a powerful aim to have, as it will allow you to influence the hearts and minds of the general public, potentially selling more products and helping to create trends. It's also possible for an entire business to be a thought leader in this way. Example, think about Steve Jobs. He wasn't just a CEO. He was a thought leader in technology. He didn't just follow what other companies were doing. Instead, he innovated with products like the iPhone and iPad, which revolutionized the tech industry. How does one become a thought leader? How do you become the influencer that everyone is listening to? The answer lies in what we've already said. You need to lead the way. That means you need to either be the best or you need to be original. Let's imagine that you have a health blog, for instance, if you make a health blog that is just like every other health blog on the web and that has all the exact same articles and posts, then there's no way that you are going to be considered a thought leader. You are simply copying a tried and tested formula. In this case, you are a thought follower. Example, think of a health blog that only shares common tips like drink more water and exercise regularly. It's not unique because every other health blog says the same thing. But if you come up with your own ideas on fitness, if you find new ways to exercise or put a new spin on your blog to appeal to a different audience, then you will be novel enough to stand out. That's when people will start to follow, and that's when you become the thought leader. Example, imagine your health blog focuses on a unique exercise routine that combines dance with yoga, and you call it dooga. This fresh approach will attract readers looking for something different. The other way to do this is simply to be the biggest and the best resource, but that requires a lot more manpower and investment to accomplish. Being unique is better. Before you can do any of this, though, you first need to find your passion. Unless you are passionate about the industry you are in, you will never be able to blaze that trail. Example, if you love sustainable fashion, your passion will drive you to explore new materials and trends, making your fashion blog or brand a leader in eco friendly clothing. Keep exploring and growing. We look forward to seeing you in the next class until then, happy learning. Oh 22. How to lead by example: How to lead by example. There are many important rules to keep in mind when you are trying to become an effective leader. One of the most important is that you should always lead by example. In other words, don't adopt, do as I say, No, as I do. Mindset. You need to become a shining example of the kind of work that you want your team to accomplish and avoid coming across as a hypocrite at all costs. How exactly do you accomplish this? Let's take a look. Stay calm and collected. One of the most important ways to lead by example is to stay calm and collected. Be passionate about what you're doing and make it clear that you care, but don't get into a panic when a deadline is approaching, and you don't have the work done. Why is this so important? Because emotions are contagious, especially when you are in charge, you will act as a barometer for your team, and their stress levels will almost always be heavily influenced by yours. If you want them to keep calm and carry on, you have to do that first. Example, imagine there's a big project deadline coming up and the work is behind schedule. Instead of showing stress and frustration, you remain composed and create a clear plan to tackle the remaining tasks. Your calm demeanor helps the team stay focused and reduces anxiety. Never ask someone to do something you wouldn't do yourself. Leading by example is not just a matter of acting correctly. It's also a case of demonstrating that you are willing and able to do all the things that you are asking your team to do. The most obvious example of this would be working late in an office or avoiding taking a vacation on a certain day. If you have one rule for your team and another for yourself, then you won't look like a team player, and it will come across that you're only out for yourself. Guess what? When you're out for yourself, your team will follow suit and act the exact same way. Example, if you ask your team to stay late to finish a project, make sure you are also staying late to help. Your presence and efforts show that you are in the trenches with them. Fostering a sense of unity and shared responsibility. Don't blame a higher up. Sometimes being a leader means passing the buck. You get told by the CEO that you need to meet a certain target, even if that means working late, and then it's your job to pass that charming news onto your team. What's tempting to do at this point is to complain and rebel. You want your team to like you, and so you want them to know that this order did not come from you. The obvious answer, complain about a higher up and let the team know you are on their side. Accept all you're doing here is setting a precedent for rebellion and putting everyone in a bad mood. B professional and worry less about being liked. Example, when delivering tough news, such as the need for extra work hours, do so with professionalism and a focus on the team's goals. Instead of blaming upper management, emphasize the importance of the target and how it aligns with the team's success and growth. By leading through these principles, you not only gain respect from your team, but also cultivate a positive and productive work environment. Keep exploring and growing. We look forward to seeing you in the next class until then, happy learning. 23. The 5 Secrets of Successful Leaders: The five secrets of successful leaders. There are countless different things that make a great leader, not only that, but it's also true that every leader is different, and one person's leadership style might be very different from another person's. But while this is true, there are still some consistent features that you will find in any great leader. In this presentation, we'll be looking at five of the most important secrets that nearly all great leaders share. One, they have control over their emotions. Being in control of your own emotions is absolutely critical to being a good leader. A leader cannot be seen to be panicking, and they mustn't yell or rent at their team when they're frustrated. You need to be as solid as a rock and forge ahead even when the going gets tough. This takes immense mental discipline, so better get working on it. Example, imagine a leader handling a major project delay. Instead of showing frustration, they calmly reassess the timeline and guide the team through a revised plan, maintaining morale and focus. Two, they care deeply about what they're doing. Can you be a leader, even if you hate what you do? Probably. Can you be a great one? Probably not. Passion comes across when you speak to people, and being excited about your work will motivate the team more than anything else you can do or say. If you don't already love the work, try to find something you love about it or do something else. Example, think of a manager who is passionate about sustainability. Their enthusiasm for eco friendly practices inspires the team to come up with innovative green solutions, driving both motivation and results. Three, they see the big picture. Your job as a leader is to see the big picture so that you can delegate work and let your team take care of the details. You might have started out in IT and risen to management. But now you can no longer be an IT guy. Your job is to know a little bit about every aspect of your work so that you can guide the entire project smoothly. Example, a former software developer who becomes a project manager focuses on understanding how all parts of the project fit together. They delegate coding tasks to the team while ensuring alignment with overall business goals. Four, they take responsibility, as a leader, you are in charge. That means you're responsible when things go well and when they go badly. Don't blame your team. They need you to be a protective buffer so that they can have the confidence to work their best without dealing with the consequences. Example, when a campaign doesn't perform as expected, a good leader takes ownership of the outcome, analyzes what went wrong and encourages the team to learn from the experience, fostering a culture of growth and accountability. Five, they care about their team. If you look after your team, then they will look after you. Your team is your most important asset, and your job is to nurture them so that you can get the best out of them. See them only as a resource, and they'll quickly lash out and push back. Great leaders look out for those underneath them, and that earns them incredible loyalty. Example, a team leader who regularly checks in on their teams well being and professional development creates a supportive environment. This care builds loyalty and drives the team to achieve outstanding results. To summarize the five secrets of successful leaders. One, Control over emotions, stay calm and compose, even in tough situations to set a positive example for your team. Two, passion for their work, show genuine enthusiasm for your work to inspire and motivate your team. Three, big picture vision, understand and focus on the overall goals, delegating detailed tasks to your team members. Four, taking responsibility, own both successes and failures, providing a protective buffer for your team. Five, Caring for the team, invest in your team's well being and development to build loyalty and drive performance. Keep exploring and growing. We look forward to seeing you in the next class until then, happy learning. 24. How to Encourage Productivity Without Hurting Creativity: How to encourage productivity without hurting creativity. If you are in charge, then part of your job is to motivate your team to get their work done on time. In a management setting, you will likely have targets that you need to meet and deadlines that you need to work to. That means you need to encourage your team to work fast and not spend their time chatting around the water fountain. What do you do? Key 0.1, incentivizing work, and its impact on creativity. Incentivize work, one popular option is to incentivize the work and to offer some kind of reward for those who complete their projects on time. The only problem is that, according to psychologists, this can actually hamper creativity. Why? Because when we are working toward something, we put pressure on ourselves. When you put pressure on yourself, this essentially means that you enter the fight or flight response. You become stressed. Yes, even if you are working toward a reward rather than working to avoid a punishment, you still trigger a stress response. Example, Gen Z in the workplace. Imagine you're leading a team of employees on a marketing campaign. You decide to offer a bonus for those who come up with the best social media strategy within a week. While this might motivate them to work quickly. It could also lead to stress and a narrow focus, stifling the creative and out of the box, thinking, Gen Z is known for Key point to importance of relaxation for creativity. In order to think creatively, we need to relax when you relax and give yourself space to think. This causes more neurons throughout the brain to fire. In short, when you are panicking, you become very focused on a single type of thinking, whereas relaxation allows the mind to wander, which is where imagination and inventiveness come from? Suppose you have a Zenz graphic design team, tasked with creating a new logo, instead of pressuring them with tight deadlines and incentives, you give them a relaxed environment with flexible hours and encourage breaks. This approach helps them come up with innovative and creative designs, leveraging their natural flare for creativity. K 0.3, differentiating task types and treatment, meaning different tasks has different treatments. One option is to think about the different kinds of work that need to be done and to treat them differently. Data entry, for example, does not need creative thinking to be finished. In this case, providing rewards or bonuses can be a great way to get your team to work faster. But for inventive problem solving, R and D or even something like coding, time and space are necessary. In a product development team, you might have employees working on both routine testing and innovative product design. Offer bonuses for completing routine testing tasks on time to boost productivity. For the product design team, create a flexible environment with brainstorming sessions, workshops, and creative freedom, allowing them to explore new ideas and designs without the pressure of immediate rewards. 0.4, segregating tasks and creating work windows. Your job as a leader is to segregate these kinds of tasks. This could mean putting one team on the grant work and another on the creative work and then getting them to switch. Alternatively, it could mean creating windows for working on each kind of project. Perhaps let your team work creatively until lunch and then switch gears afterward. Although actually, eating triggers the release of relaxation neurochemicals, such as serotonin and melatonin. You might be better to swap those two around. Key 0.5, assigning the right person to the right job and motivate properly. As a leader, your job is to assign the right person to the right job and motivate them in the right way. As it turns out, knowing a little neuroscience can come in handy. Recognize the strengths of your team members. Assign those with a knack for innovation to rules that require creative problem solving. And provide them with a relaxed open environment. Those who excel in efficiency and precision can be given structured tasks with clear goals and rewards. Understanding their needs and motivations, such as work life balance and opportunities for personal growth will help you get the best out of them in conclusion to encourage productivity without hurting creativity. You need to balance motivation techniques and understand the nature of the tasks at hand. Recognizing the unique attributes and preferences of your team, especially when dealing with human assets can help you create an environment where both productivity and creativity thrive by differentiating tasks, providing the right incentives, and creating a relaxed yet focused atmosphere. You can lead your team to achieve outstanding results. Keep exploring and growing. We look forward to seeing you in the next class, until then, happy learning. 25. How to Turn Your Biggest Critics Into Your Greatest Supporters: How to turn your biggest critics into your greatest supporters. History is filled with great leaders and influential characters. Some of these figures might have been quite controversial, in terms of what they actually believed or accomplished, but that doesn't mean that we can't take some lessons from the way they motivated, their followers or dealt with dissidents. In this case, we are going to be looking at the case of Musselini, the Italian dictator, who can teach modern leaders a few things about how to deal with rebels and Nasers in their ranks. Listen and learn. Transform Mismo. Mussolini was a political theorist and had predefined methods for dealing with a range of different situations that would arise as he led. One such strategy was called transform Mismo. Here, he would take the loudest critics in his party and then get them on his side by giving them jobs of great importance. This goes against our natural instincts, but it is a much more effective way of neutralizing a threat than the alternative. Often, when someone is vocally critical of our leadership style, our initial impulse might be to cut them off and isolate them, remove them from others whose opinion they might sway, punish them, make an example of them. But all this does is make them more bitter, more angry, and more motivated. Worse, it can make a martyr out of them and turn you into the bad guy. It's only a matter of time before they gather their resources and try to stage a coup. On the other hand, promoting your critics and giving them an important role within your organization will flatter them and demonstrate to them that you value their opinion, and you shod, opinions that disagree with your own are far more valuable than having more yes men. What's more is that this person will often quickly learn the burden of leadership and realize why things aren't quite so easy. They will probably soften to your position and at least better understand your motivations. More than anything else, they will simply be too busy at this point to become dangerous. That, and you'll be able to keep a close eye on them. As they say, keep your friends close and enemies closer. Next time, someone in your rank starts to kick up a stink. Consider offering them a raise instead of trying to shut them down as quickly as you can. You may just create a powerful ally. Real life example, Abraham Lincoln and his team of rivals. A great historical example of turning critics into supporters is Abraham Lincoln, the 16th president of the United States. When Lincoln won the presidency in 18 60, he appointed several of his political rivals to his cabinet, including Salmon Phase, William H Seward, and Edward Bates. These men had previously opposed Lincoln, but by bringing them into his administration, Lincoln was able to leverage their talents and expertise. This strategy helped him to unify a divided nation during the Civil War and demonstrated his ability to put the country's needs above personal grievances. Real life example, Howard Schultz and Starbucks, Howard Schultz, the former CEO of Starbucks, faced significant criticism from within the company when he returned in 2008 to lead the struggling coffee giant. Instead of dismissing his critics, Schultz engaged them in dialogue and invited them to help turn the company around. By listening to their concerns and involving them in the decision making process. Schultz was able to harness their insights and restore Starbucks to profitability. His willingness to embrace dissenting voices strengthened the company and built a more resilient leadership team. Real life example, Satan Nada and Microsoft. When Satya Nadella became CEO of Microsoft in 2014, he inherited a company struggling with internal divisions and external criticisms. Ndilla focused on fostering a culture of collaboration and inclusivity. He reached out to employees who had been critical of the company's direction and included them in strategic planning sessions. By valuing their input and making them feel hard, Ndila turned many skeptics into supporters. This approach not only improved morale, but also led to innovative products and services that revitalized Microsoft's market position. Conclusion. In conclusion, the strategy of turning your biggest critics into your greatest supporters is a powerful leadership tool. By promoting your critics and giving them important roles within your organization. You demonstrate that you value their opinions and are willing to listen. This approach can neutralize threats, foster understanding, and build a stronger, more unified team. Whether you are leading a nation, a company, or a team, embracing dissenting voices, and leveraging their strengths can transform potential adversaries into powerful allies. Keep exploring and growing. We look forward to seeing you in the next class until then, happy learning. 26. Three ways to have a more commanding presence: Let's continue our learning on becoming an influential leader. Now we will learn about how to have a more commanding presence. A leader doesn't need to be physically imposing or naturally charismatic, but it sure helps. Here are three simple ways to make sure people sit up and take notice. One, dress for the occasion. As a leader, you need to look the part. What you wear matters because it shows that you care about what you do and how you present yourself. For example, if you show up to an important meeting in casual clothes, people might not take you seriously. Instead, wear professional attire and add a touch of red, a red tie or lipstick, as red is a color we associate with leadership. Avoid this mistake, dressing too casually or sloppily. It can make you seem unprofessional and like you don't care about your role. To, learn to enunciate. Speak clearly and confidently. Avoid mumbling or speaking too softly. Practice speaking from your diaphragm and pronounce your words carefully. For instance, if you rush through your words, people might miss important information. Slow down your pace. It makes you sound more intelligent and gives you time to think. Avoid this mistake, speaking too quickly or quietly. This can make you seem nervous or unprepared. Three, develop your charisma. Charisma isn't just natural. You can develop it. Use gestures and move around a bit as you speak to appear more engaging. For example, if you're passionate about a topic, your enthusiasm will naturally show through your body language and tone. Avoid this mistake, standing still or being too stiff. This can make you seem unenthusiastic and disengaged. By dressing appropriately, speaking clearly, and showing enthusiasm. You can develop a more commanding presence. Avoid common mistakes like dressing too casually, mumbling, or being stiff. Start practicing these tips today and notice the difference in how others respond to you as a leader. Thank you for listening, and I hope you found these insights helpful. Keep exploring and growing. We look forward to seeing you in the next class. Oh. 27. Why empathy is the most important: Why is empathy the most important leadership trait? Let's break it down. Many leaders focus on rules, rewards, and structure to get results. But what really sets apart a great leader from an ineffective one is empathy, the ability to understand and connect with their team. Imagine a leader who only commands and criticizes when things go wrong. They might get compliance out of fear, but not commitment or creativity. Now, consider another leader who listens, understands, and supports their team members. When someone struggles, they don't just reprimand. They ask why. Maybe there's a personal issue or a lack of clarity in instructions. By empathizing, they find solutions together. For instance, instead of punishing someone for missing a deadline, they explore what's happening in that person's life. Maybe they are just workload, offer flexible hours, or simply provide more guidance. This approach builds trust and motivates employees to excel, not just to avoid trouble. And it's not just about individuals. Empathy can transform entire workplaces. When leaders truly care, they create a culture where everyone feels valued and understood. This fosters collaboration, innovation, and a sense of belonging. So next time you lead, remember, empathy isn't just a soft skill. It's the cornerstone of effective leadership. Listen, understand, and watch how your team flourishes under your guidance. When someone misses a deadline, consider whether personal issues might have affected their performance. Did you provide clear instructions and ample time for the task? Is the work sufficiently motivating for them? Would they prefer to approach their tasks differently? By addressing these questions, you can uncover the root cause of the issue. Instead of feeling monitored and discouraged, the person will feel supported and motivated? This fosters a desire to produce better work for an organization that values them? Moreover, it allows for collaborative problem solving to enhance their daily performance. You might empower them with more ownership or creative freedom in their work. Offering some time off or flexible hours could also be beneficial. Taking time to listen to your staff enables them to perform at their best, far surpassing the negative effects of punitive approaches. This approach not only boosts the productivity of individual team members, but also strengthens their relationship with you. When applied across a larger workforce, this empathetic approach can profoundly improve the overall workplace culture and environment. Embrace the practice of listening and showing genuine care for your team members' well being. Let's delve deeper into why empathy stands out as the most crucial trait for effective leadership. Understanding people's needs. Empathy in leadership means going beyond surface level interactions. It involves understanding the emotions, motivations, and challenges of your team members. For example, if someone on your team is struggling with a project, empathetic leadership prompts you to inquire about possible reasons, such as personal issues or unclear instructions. This understanding allows you to provide the right support. And guidance tailored to their situation, building trust and connection when leaders show empathy. They build trust with their team. Trust is essential for a productive and positive work environment because it encourages open communication and collaboration. Employees are more likely to share their concerns, ideas, and feedback when they feel understood. And valued. This trust leads to stronger relationships between team members and their leader, fostering a cohesive and supportive team dynamic, motivation and engagement, empathetic leaders inspire and motivate their team members. Instead of relying solely on authority or fear to drive performance, they tap into what motivates each individual. For instance, recognizing and acknowledging employees efforts, and achievements can boost morale and increase engagement. Empathy allows leaders to create a work environment where employees feel appreciated. And motivated to contribute their best work, resolving conflicts and challenges, inevitably. Conflicts and challenges arise in any workplace. A empathetic leader approaches these situations with a focus on understanding all perspectives involved. They listen actively to different viewpoints, seek common ground and strive for solutions that consider everyone's needs. This approach not only resolves conflicts effectively, but also strengthens relationships and prevents future misunderstandings, driving organizational success, ultimately. Empathy contributes to the overall success of an organization. Leaders who prioritize empathy create a culture that attracts and retains talented employees. They foster innovation by encouraging diverse perspectives. And ideas. Moreover, empathetic leaders are better equipped to anticipate and respond to changes in the workplace, ensuring adaptability and resilience. In summary, empathy is not just a leadership trait. It's a cornerstone of effective leadership that transforms workplaces for the better. By understanding and caring for their team members, Empathetic leaders create environments where individuals thrive, teams excel, and organizations succeed in achieving their goals. Great that you have made it this far in the course on becoming an influential leader. We look forward to seeing you in the next class, Keith exploring and growing. 28. Conclusion: As we reach to the last chapter of this course, I would like to personally thank you for completing this program. I trust you will all have learned a lot of new concepts during this training program. If you have any feedback to share, do not hesitate to write down in the description section below. It's also time for you to submit your project because this will help me understand that you have understood the concepts correctly. I also want to give you a little background about what do I do apart from doing training on sketches. As you can see from the photographs, I'm involved in in-person in-house training program which are completely customized to the needs of the organization where I'm trading. You can write an email to me, join my Telegram channel, or connect with me on LinkedIn to know further. My programs are also conducted for corporates which are dedicated. And you can see some of the smiling faces and the energy that the people have in the photographs. Then there are highly interactive. There is a lot of games that I played to make the concepts clearly. As the program on Skillshare was more about a self-learning module, I was not able to introduce games during this part. But if you are someone who's looking out for an in-person training or an in-house training program for your company. Please feel free to connect with me. I have also successfully completed more than one lag man hours of, I should say, 1 million man hours of online training since 2020. These are some other snippets of the training program of different organizations which I have conducted completely online. The more details are available on LinkedIn. You should feel free to connect with me on LinkedIn. I again, take a moment to thank you for being part of my journey and trust you all have learned a lot. I hope your concepts are more clear now. I do run a vice Venice be as Sessions, which happens on a 30 PM IST. This program is 9,999, but all the participants who attend the training on Skillshare, you can attend this training program for for which you can just write an email or DM me so that I can help you out. A quick recap of my LinkedIn address, my email id, or my Telegram channel is on the screen. I'm looking forward to seeing and interacting with you in the future sessions. And I would look forward that you complete all my other trainings that are available on Skillshare. Thank you so much.