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.
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 1Principles 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 2Data 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 3Lab: 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 4Lab: 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 5Lab: 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 6Lab: 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 7Lab: 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 8Lab: 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 9Lab: 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 10Workshop: 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
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.
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Data Visualization Presentations for Executives6 hrs · 1 days