Microsoft Tools · MIC-66

Data Visualization Presentations for Executives

Data Visualization Presentations for Executives is a course in data visualization basics and executive reporting with Word, Excel and PowerPoint, from putting the conclusion first and choosing charts that fit the data to bringing charts into slides that update with the data and presenting with Presenter View. It suits people who prepare reports for executives and team leaders.

Updated
From 5,310 THB / person 5,900 −10% excl. VAT 7% · group rates available
PDFDownload the course outline
  • Duration6 hours · 1 days
  • FormatOnsite / live online
  • Next roundOn request
  • CertificateIncluded

Course overview

Executives have limited time and must decide from a great deal of data. A good report states its conclusion from the first slide and uses figures and charts as evidence that can be understood in a few seconds. Yet many reports are still full-page tables of numbers, charts that show everything and say nothing, or slides whose figures have to be retyped every time the Excel data changes.

This course lays the foundations of data visualization for executive reports with Word, Excel and PowerPoint in Microsoft 365. It covers structuring the story for executives, choosing charts that fit the data, preparing calculation tables in Excel, building charts with a single message, bringing charts into PowerPoint so they update with the data, turning a Word outline into slides, designing summary slides, presenting with Presenter View and exporting the files. It finishes with a workshop that produces a performance report for management. (1 day, 6 hours, Beginner to Intermediate level.)

What you’ll gain

  • Understand how to structure a story and build a presentation that suits executives
  • Understand what data visualization is and its basic forms, and choose charts that fit the data
  • Prepare calculation tables in Excel and build charts that state a clear conclusion
  • Use Excel charts and Word outlines in PowerPoint efficiently
  • Present confidently with Presenter View, Zoom and in-show commands
  • Export to PDF and handouts, and embed fonts so files open correctly on other computers

Who this course is for

  • People who regularly prepare reports or slides for executives
  • Executive assistants, planning officers and data analysts
  • Team leaders who report their team's performance
  • People who already use Microsoft Office and want to present data more clearly

Prerequisites

  • Able to use a Windows computer and the internet
  • Able to use Word, Excel and PowerPoint for everyday work
  • Some experience creating charts in Excel will help
  • A laptop with Microsoft 365 apps (recommended) or Office 2024

Curriculum

Course Details

This is the 2026 edition of the Data Visualization Presentations for Executive Reports course. It runs for 1 day, 6 hours (09:00-16:00), as lectures with labs, at Beginner to Intermediate level. It keeps the original topics of presenting to executives, data visualization basics, charts, bringing Word and Excel content into PowerPoint, Presenter View, PDF export and font embedding, updates every procedure for Microsoft 365 apps, and adds choosing charts that fit the data, single-message charts, linked charts that update with the data, Slides from Outline, executive summary slides and Zoom. Learners take home sample data, slide templates and a pre-presentation checklist.

Day 1: Data Visualization and Executive Presentations

Section 1 Principles of Presenting to Executives
  • What executives want from a report: the conclusion, the impact and the decision needed
  • Put the conclusion first, then the supporting evidence
  • One key message per slide, and slide titles that state the conclusion
  • Before-and-after examples of executive reports
Section 2 Data Visualization and Choosing Charts
  • What data visualization is, and how it supports decisions
  • Basic forms: comparison, trend, share and relationship
  • Choosing between a table, a headline number and a chart
  • Misleading charts, such as truncated axes and pies with many slices
Section 3 Lab: Preparing Calculation Tables in Excel
  • Organise data as an Excel table so charts grow with new data
  • Calculate percentage change, variance from target and share
  • Summary tables with SUMIFS or a PivotTable for charting
  • Lab: prepare a quarterly performance table
Section 4 Lab: Building Charts with a Single Message
  • Chart elements: axes, series, legend and data labels
  • Remove unnecessary gridlines, colours and legends, then highlight the key point in one colour
  • Chart titles that state the conclusion, and short notes on the chart
  • Lab: rework a performance chart so it can be read in five seconds
Section 5 Lab: Bringing Excel Charts into PowerPoint
  • Paste options: destination theme, keep source formatting, embed, link or picture
  • Linked charts that update with the Excel data, and fixing links
  • Place Excel tables on slides so they are easy to read
  • Lab: a performance slide that updates when the Excel data changes
Section 6 Lab: Turning a Word Outline into Slides
  • Prepare headings in Word with Heading 1 and Heading 2
  • Slides from Outline to build slides from a Word file instead of copying page by page
  • Build an agenda and summary slide from the slide titles
  • Lab: build a report deck outline from a Word document
Section 7 Lab: Designing Executive Summary Slides
  • The executive summary slide and the key figures slide
  • Layout with white space, reading order and meaningful colour
  • Icons, SmartArt and Designer to lay out slides faster
  • Lab: a one-page summary slide that answers management's question
Section 8 Lab: Presenting with Presenter View and Zoom
  • Presenter View, speaker notes and seeing the next slide
  • Laser pointer, pen, zooming in on detail and jumping to any slide
  • Summary Zoom and Slide Zoom for answering questions out of order
  • Windows shortcuts that help while presenting, such as switching displays and screen capture
Section 9 Lab: Exporting PDFs, Handouts and Embedding Fonts
  • Export to PDF full page, several slides per page or with notes
  • Print handouts and send them to Word to build supporting documents
  • Embed Thai fonts so they do not change, and the limits of some fonts
  • Reduce file size with Compress Pictures and check with the Accessibility Checker
Section 10 Workshop: A Performance Report for Management
  • Workshop: prepare data and charts in Excel from a performance brief
  • Build the deck from a Word outline with an executive summary slide
  • Present for five minutes with Presenter View and get feedback from the instructor
  • Export to PDF and wrap up with a pre-presentation checklist

Schedule & training options

For individuals — public rounds

No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770

For organisations — in-house / private

  • Tailor the content to your team’s tools and projects
  • Your dates, at your office or live online
  • Quotation with tax ID for procurement
Corporate training quote

Instructors

Frequently asked questions

What is data visualization, and how do I choose the right chart for my data?

Data visualization means showing data visually, as charts, headline numbers or diagrams, so patterns and conclusions are seen faster than by reading a table. Choose the chart from the question: bar or column charts to compare items, line charts for trends over time, pie or doughnut charts for a share split into only a few parts, and scatter charts for the relationship between two values.

How do I keep slides for executives concise?

Open with an executive summary slide that states the conclusion and the decision you need. Give each slide one key message and write slide titles as conclusions rather than topic names. Use charts stripped of clutter with the key point in one colour, move detailed tables to an appendix, and use Zoom to jump to answers without paging through every slide.

How do I put an Excel chart in PowerPoint so it updates with the data?

Copy the chart in Excel and paste it into PowerPoint with a Link Data paste option, using either the destination theme or the source formatting. The chart stays connected to the source workbook, and when the data changes you select the chart and choose Refresh Data. Keep the Excel and PowerPoint files in the same folder or on OneDrive so the link does not break when files move.

Who is the Data Visualization Presentations for Executives course for, and what should I know beforehand?

It suits people who prepare reports or slides for executives, executive assistants, planning officers, data analysts and team leaders who report their team's results. You should be able to use Word, Excel and PowerPoint for everyday work and have a laptop with Microsoft 365 apps or Office 2024.

What will I be able to do after the Data Visualization Presentations for Executives course?

You will be able to structure a report with the conclusion first, choose charts that fit the data, prepare calculation tables in Excel, build single-message charts, bring charts into PowerPoint so they update with the data, build slides from a Word outline, present with Presenter View and Zoom, and export to PDF with embedded fonts. Participants who complete the training receive a Certificate of Completion with its own number, which can be verified online.

Can the Data Visualization Presentations for Executives course be run in-house for our team?

Yes. It can be run in-house for your team, with examples adapted to your own work, such as using your organisation's report format and slide template in the workshop. You can request a quotation from this page, or contact us on LINE @itgenius or by phone on 02-570-8449.