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Carl Allchin - Communicating with Data: Making Your Case With Data

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Carl Allchin Communicating with Data: Making Your Case With Data
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Data is a fantastic raw resource for powering change in an organization, but all too often the people working in those organizations dont have the necessary skills to communicate with data effectively. With this practical book, subject matter experts will learn ways to develop strong, persuasive points when presenting data to different groups in their organizations.

Author Carl Allchin shows anyone how to find data sources and develop data analytics, and teaches those with more data expertise how to visualize data to convey findings to key business leaders more effectively. Once your business and data experts both possess the skills to work with data and interpret its significance, you can deal with questions and challenges in departments across your organization.

  • Learn the fundamental data skills required to work with data
  • Use data visualization to influence change in your organization
  • Learn how to apply data techniques to effectively work with data end to end
  • Understand how to communicate data points clearly and persuasively
  • Appreciate why different stakeholders often have divergent needs and views
  • Create a playbook for using data with different departments

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Communicating with Data by Carl Allchin Copyright 2022 Carl Allchin All - photo 1
Communicating with Data

by Carl Allchin

Copyright 2022 Carl Allchin. All rights reserved.

Printed in the United States of America.

Published by OReilly Media, Inc. , 1005 Gravenstein Highway North, Sebastopol, CA 95472.

OReilly books may be purchased for educational, business, or sales promotional use. Online editions are also available for most titles (http://oreilly.com). For more information, contact our corporate/institutional sales department: 800-998-9938 or corporate@oreilly.com .

  • Acquisitions Editor: Michelle Smith
  • Development Editor: Sarah Grey
  • Production Editor: Daniel Elfanbaum
  • Copyeditor: Sharon Wilkey
  • Interior Designer: David Futato
  • Cover Designer: Karen Montgomery
  • Illustrator: Kate Dullea
  • October 2021: First Edition
Revision History for the Early Release
  • 2021-03-23: First Release
  • 2021-04-12: Second Release
  • 2021-05-10: Third Release
  • 2021-07-06: Fourth Release
  • 2021-09-09: Fifth Release

See http://oreilly.com/catalog/errata.csp?isbn=9781098101855 for release details.

The OReilly logo is a registered trademark of OReilly Media, Inc. Communicating with Data, the cover image, and related trade dress are trademarks of OReilly Media, Inc.

The views expressed in this work are those of the author, and do not represent the publishers views. While the publisher and the author have used good faith efforts to ensure that the information and instructions contained in this work are accurate, the publisher and the author disclaim all responsibility for errors or omissions, including without limitation responsibility for damages resulting from the use of or reliance on this work. Use of the information and instructions contained in this work is at your own risk. If any code samples or other technology this work contains or describes is subject to open source licenses or the intellectual property rights of others, it is your responsibility to ensure that your use thereof complies with such licenses and/or rights.

978-1-098-10179-4

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Preface
A Note for Early Release Readers

With Early Release ebooks, you get books in their earliest formthe authors raw and unedited content as they writeso you can take advantage of these technologies long before the official release of these titles.

If you have comments about how we might improve the content and/or examples in this book, or if you notice missing material within this chapter, please reach out to the author at .

Communicating with data is a critical 21st-century skill. The demand for data skills from everyone in an organization has grown in the last decade compared to the initial need, which was for more data specialists. When you can use data to communicate, you can influence others decisions and achieve your organizations goals. Thats the first aim of this book: to show you how to understand, visualize, and present data clearly and effectively. Thus, this book will answer questions like these:

  • What is communication, and how can you avoid noise interfering with your message?

  • What is data, and where can you get hold of this precious resource?

  • How can you visualize data?

  • How can you make your data visualizations clearer and more effective?

My second goal in this book is to take you a couple of steps past that, so you can avoid some common pitfalls and conflicts that can arise when you use data in your business communications. My aim is to save you time and pain, and help you ensure that your audience stays focused on your message. This book will also therefore answer questions like these:

  • What aspects of data visualization conflict, and how can you balance them?

  • What kind of context and presentation should you give your data visualizations?

  • What sorts of communication challenges tend to arise in organizational departments (such as IT, HR, or marketing), and how can you overcome them?

  • What should you think about when communicating with data in various formats, such as presentations or email?

The split of these objectives is to allow you to not just become familiar with the skills involved in communicating with data but to be able to use those skills in the organizations you operate in. As you become more skillful at communicating with data, youll find that you are influencing those around you in a more powerful way than you could ever do with words alone.

Why I Wrote This Book

At my very first job in a large organization, I was assigned to a team that was preparing slide decks to report on the organizations operational performance and influence their peers and bosses. I was 22 and had never worked in an organization of more than 100 people. This company had over 40,000 people and operated in a completely alien manner to me. I sat next to the operational directors, so I had a good vantage point to see how the team worked. We compiled tables of numbers, insight, and commentary from other peoples work with data to measure progress toward operational targets, determine future strategies, and analyze where previous decisions had gone awry.

We worked with aggregated data points from reports and charts used to run the various parts of the organization. These reports were formed from other peoples work with data. I hated not being able to get to the raw ingredients of these compilations: the data. What frustrated me even more was that I didnt have the data skills to see that rawer data. I wanted to learn. So when asked about my next career move, I chose to follow the data and information back to its source, and asked to work with the centralized data team. I havent looked back since.

I havent stopped working with data, so Ive seen firsthand that the growth of datas influence on organizations hasnt stopped either. In fact, its only sped up. Data now influences business decisions and economies in ways that are often too complex to fully wrap our arms around. Harnessing data has become an important part of organizational life across all industries and sectors. Data used to be the domain of specialists, but individuals across the organization are now being asked to communicate with datawhether you are a project manager, process improvement specialist, or team manager.

Skilled data professionals are thus in high demand, but our numbers havent grown quickly enough to keep up with rapidly amassing data resources. Data work has traditionally been a centralized, specialist function, since it often requires coding in specialist languages or working with complex data reporting tools, but not anymore.

Over 15 years of working with data, those tools have changed more than any other aspect of the job. The new generation of data tools is far easier to use, with improved user interfaces and far less coding, greatly reducing the barriers to entering the field. More people are using data directly than ever before.

This is especially true when it comes to data visualization. Tools like Tableau and Power BI from Microsoft have allowed subject-matter experts in all sorts of fields to showcase and share their findings through data. If that sounds like you, youre in the right place. Learning to use these tools still requires training and support, both in using the tools themselves and in the fundamentals of data visualization.

This book focuses on the latter. It is not a step-by-step guide to using any specific tool, but you might do well to read it in combination with such a guide. This book operates on a somewhat higher level, helping you understand basic data skills as well as how, when, and where to deploy them in your work life to get results.

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