Comment pouvez-vous vous assurer que vos présentations BI sont accessibles à tous les publics ?

During my time managing the Fiserv process for US banks, I learned the value of audience-centric presentations. Once, I delved deep into technical details with senior executives and saw their attention fade. I adjusted my approach, focusing on key insights and actionable recommendations in subsequent meetings. This change led to more engaging discussions and faster decision-making. It's a testament to the importance of truly understanding your audience's needs.

For the Tableau classroom sessions, I share materials in advance so that students can review them before class. Also, I try to avoid technical jargon and complex terminology wherever possible.

Agree. In every presentation, start with telling what the main take away is, as the opening remark, followed by the details, charts etc. This way, the senior executives will focus on the summary, while the other audience who are into the details can dig through the charts and specifics.

Choose BI tools that support accessibility features, such as screen reader compatibility and keyboard navigation. Tools like Tableau and power BI offer such features.

In My case using inclusive design principles to create accessible visuals such as charts and graphs. By using contrasting colors, clear labels, and descriptive titles, you can ensure that individuals with visual impairments are able to understand and participate in your BI presentations. Additionally, providing alternative text for all images and incorporating screen reader compatibility will make your presentations accessible for individuals who are blind or have low vision.

That’s correct, the presentations to be more seen must be included with more pictures and diagrams and by which you explain more instead of forcing people to read

Recognizing your audience, especially when weaving a storytelling element into BI presentations, holds significant importance. In the telecom domain, I put this approach into action by delving into diagnostic views to review SLA misses. By crafting the narrative to resonate with the diverse range of backgrounds, interests, and expertise levels among our stakeholders, I made sure that the insights from our analysis were relatable and engaging for everyone. This not only fostered better understanding but also prompted informed decision-making and subsequent actions.

Understanding the audience is pivotal for crafting BI presentations that resonate. By researching audience roles, goals, and data literacy, presenters can tailor messages, tones, and formats to meet audience needs and expectations. For senior executives, focusing on key takeaways and recommendations, rather than technical details, is crucial. This approach ensures that the presentation is aligned with the audience’s interests and comprehension levels, making the conveyed insights more impactful and actionable.

Understanding your audience is the foundation of creating an inclusive BI presentation. Consider their level of familiarity with the topic, their technical expertise, and any potential accessibility needs they may have. Tailoring your content and delivery style accordingly will help you strike the right balance between simplicity and depth, ensuring that everyone can grasp the core message.

Choosing the right metrics for the audience is also important. For instance, if we are sharing it with the Financial Head or Director then the right financial metrics and KPIs need to be highlighted which can give them a holistic understanding of Financial Parameters. The same goes for the sales team, marketing team, and so on.

True, using right visuals is vital. Top of that, in my opinion, visual data should also be in user-regulated format and interactive. So user will get some instant gratification by regulating the visual data and get expected data instantly. For example, if the visual data is about showing state/province wise sales of 5 top products of the company so on first look it should show the visual with real geographical image of the country with the Sales contribution of the top five and on zooming in on particular state state shape, it will delve deep by Year, Quarter, Month Week and Day numbers.

Many data analysts underestimate the value of displaying on the dashboard a summary of what the particular chart is saying. However, I find it assists the reader, and also ensures a more unified message. Furthermore, many of us were trained to consider that professional chart labels and captions had to be in passive 3rd person voice, like "The effect of the Rewards Club on total customer lifetime value". However, I believe that modern presentations can come alive and the call to action clearer when these are in active first-person voice "We increased Customer Lifetime value by 25% by offering a Rewards Club."

Selecting appropriate visuals is crucial for effective BI presentations. The right chart or graph can simplify complex data, making it engaging and understandable. Consideration of visual accessibility, like color contrast and font size, is also essential to ensure clarity and inclusivity. Clear, consistent, and well-labeled visuals aid in better comprehension, allowing the audience to grasp the presented insights quickly and efficiently, thereby enhancing the overall effectiveness of the presentation.

Visuals play a significant role in conveying information effectively. However, it's crucial to select visuals that are accessible to individuals with visual impairments or color vision deficiencies. Provide alternative text descriptions for images, charts, and graphs so that screen readers can convey the information accurately. Additionally, ensure that the color scheme you choose offers sufficient contrast between text and background, making it easier for everyone to read and interpret the content.

Using the right visual to represent data is key and in my opinion can make or break a BI presentation. It does also depend on what you’re trying to visualise, so are you trying to show the relationship between data or perhaps proportions. Each would use different visualisations. It’s also important to tailor the visuals you use to your audience and ensure that they’re clear and easy to understand. Whilst it might be tempting to use very fancy visuals, it’s usually best to stick to something simple. And never underestimate the importance of font, colour and design.

Before deciding on visuals, thoroughly understand your data. What are the key data points you want to convey? Are you dealing with numerical data, comparisons, trends, or distributions? The type of data you have should inform your choice of visuals. Different audiences have varying levels of data literacy and preferences for visual information. Consider your audience's familiarity with data presentations. Tailor your visuals to match their expectations and needs. For technical audiences, you might use more detailed and complex visuals, while for non-technical audiences, simpler visuals may be more effective.

Sharing data is like telling a story. It's not just about numbers; it's about creating a narrative that people can follow. Picture guiding them through a journey, showing them the problem, introducing the characters (which are the data points), and leading them to the solution. This makes the information more relatable and memorable. It's about making the numbers meaningful and helping people connect with what you're sharing. When you tell a good story with your data, you're not just giving facts; you're making the information come alive.

Most organizations put great effort into the principle of a single corporate source of truth - as a way of ensuring trust in the data. However, rarely do I see organizations focus on what I call, 'the last mile' - the dashboards. That is, I would repeatedly witness that despite the huge efforts to ensure the data was accurate and reliable, each person who would view the myriad of charts and tables, would walk away with a different message and priority. Now, when my team builds dashboards, the first and overriding design question I ask them, is "What do you want the person to think and do after they see this chart?" When you have both these, you have information that you can trust, a unified understanding, and a clear path of action.

When creating a Business Intelligence solution, it's crucial to weave a compelling narrative into your data presentation. However, it's equally important to avoid excessive bias in any one direction. Your solution should serve as a versatile tool that enables users to derive various insights by slicing and dicing the data as they need. Always keep your audience in mind and tailor your BI solution to their specific requirements and perspectives.

BI presentations should narrate a compelling story, connecting with the audience emotionally and persuasively. A structured, themed, and clear narrative captures attention and encourages action. Using simple, concise, and relatable language avoids confusion and strengthens audience connection. Avoiding jargon and using relatable analogies make the presentation more accessible and engaging, transforming it from a mere collection of facts to a powerful tool for communication and persuasion.

Humans are naturally drawn to narratives, and storytelling can greatly enhance the impact of your BI presentations. Craft a compelling narrative that weaves together the data and insights you wish to convey. Use relatable examples and anecdotes to help your audience connect with the information on a personal level. Storytelling not only makes the content more engaging but also aids in comprehension and retention for diverse audiences

A compelling story not only informs but also inspires and connects with the audience on a personal level. By using relatable language, real-world examples, and a well-structured narrative, BI presentations can become a memorable and persuasive storytelling experience

Engaging the audience is very critical for gaining the trust of business users in any BI presentation. Some points that one should keep in mind are- 1. Talk only about those things your audience is expecting to hear, don't go off topic 2. Use simple visuals like Table, Pie chart, Donut chart, Line chart etc so that the audience is able to comprehend what you are showing. 3. Try to correlate your reporting slide with a story as a story always fascinates the listener. 4. You need to let the audience take frequent breaks, sometimes for just one or two minutes so they can rejuvenate. 5. Try letting the audience members talk, they’ll feel valued. It also gives you a chance to take a short break, mentally. Thank you!!

A fantastic method for engaging your audience is to offer brief weekly or monthly training sessions. These sessions serve as helpful refreshers, allowing you to inquire about their tool usage during the week and identify any data gaps they encountered.

BI presentations should foster a two-way dialogue, inviting audience participation and feedback. Engagement builds rapport and credibility, allowing presenters to assess audience understanding and interest. Techniques like open-ended questions and interactive features enhance engagement. Being prepared to address questions and clarify doubts is also vital. This interactive approach ensures that the audience is actively involved in the presentation, enhancing its overall impact and effectiveness.

Engagement is key to capturing and maintaining your audience's attention throughout the presentation. Encourage participation by incorporating interactive elements such as polls, quizzes, or open-ended questions. This not only promotes inclusivity but also fosters a sense of involvement and ownership among attendees. Additionally, consider including real-life scenarios or case studies to demonstrate the practical applications of the data, further enhancing engagement and understanding

Engaging your audience in a BI presentation is essential to foster interaction, understanding, and collaboration. One need to remember to adapt their engagement techniques based on the audience's preferences, technical capabilities, and the platform they are using. Creating an interactive and inclusive atmosphere during BI presentation encourages active participation, enhances learning, and reinforces the value of data-driven decision-making

For a successful BI presentation, meticulous groundwork is imperative. This entails crafting a structured framework, producing lucid imagery, and iterating through the presentation on several occasions. Collaborating with a peer or advisor facilitates valuable insights and enhancements. Evaluating the technology and proactively considering probable obstacles, like technical glitches, is vital to guarantee a seamless presentation. Furthermore, soliciting input and persistently enhancing both the content and delivery is pivotal for polishing and achieving triumph

Meticulous planning, rehearsal, and refinement are indispensable for successful BI presentations. Regular practice, technology testing, and feedback are crucial to refine delivery and content. Anticipating challenges and having contingency plans mitigate potential issues. This preparation ensures smooth delivery and effective communication of insights, allowing presenters to convey their message confidently and clearly, and to adapt their approach based on audience feedback and needs.

Delivering an accessible BI presentation requires practice and refinement. Rehearse your presentation multiple times to ensure a smooth flow and confident delivery. Pay attention to your pace, clarity of speech, and the emphasis you place on key points. Seek feedback from a diverse group of individuals to gain insights into how the presentation resonates with different perspectives. This iterative process will allow you to make necessary adjustments and improvements, ensuring the accessibility of your message.

While planning and rehearsal are essential, it's also crucial to build flexibility into your BI presentation. This is especially true when dealing with complex data sets and diverse audiences. For instance, you might prepare a set of "what-if" scenarios using tools like Python or R, which can be run live during the presentation to address questions or explore different outcomes. This adds an interactive element that can engage the audience and provide real-time insights. Also, always have a "Plan B" for technology—whether it's a PDF version of your slides or offline access to key data—to ensure you're not derailed by technical issues.

To ensure your BI presentation is accessible to all audiences, use clear visuals, it also suggest basic charts or graphs that can be understood by anyone, simple language that includes headings, labels, alt texts, etc. , provide alternative text for images and add subtitle wherever possible, consider various data interpretations, and offer multiple formats (e.g., text, audio) for different learning styles. Accessibility ensures everyone can benefit from your insights.

By above stages we can also focus on important steps. -- Documentation of our dashboarding project to include all problem solving approaches. -- Developing cyclic feedback mechanism from customer to the development team -- Tracking and adding all the lesions learnt from the project for horizontal deployment.

To ensure your BI presentations are accessible to all audiences, consider these best practices: 1. Provide alternative text: Include descriptive alt text for images, charts, and graphs to make visual content accessible to those with visual impairments. 2. Use clear and consistent formatting: Maintain a clean layout, consistent fonts, and appropriate heading styles for easy navigation and readability. 3. Implement accessible color choices: Ensure sufficient color contrast and avoid relying solely on color to convey information. 4. Provide transcripts and captions: For video or audio content within your presentation, include accurate transcripts and captions to aid individuals with hearing impairments.

The BI sector has for too long focused on the data stack and visualisations. The end consumer has been forgotten or diminished with the race for IT teams to move data or utilise new career building technologies with little thought to the questions the business is trying to answer. Presentations for the most part have been descriptive, that is showing what happened in the past. Most organisations know this simply by speaking to their employees, the big questions of what’s working what’s not working, what should be done next or stop doing are questions that too this day are failing to be answered. This is primarily due to legacy technologies that are perceived to be market leading that simply are unable to deliver on the expectations.

Microsoft does a good job of speaking to and enabling accessibility. Make sure your reports are palatable not only to your color-aware friends, but also accessible to your color blind friends. Visuals are amazing, make sure to incorporate alt-texr when available to not only describe the visual, but give contextual awareness as well. This can be done through conditional formatting and DAX. These are a few ways to make sure your insights are available to all.

In addition to the core steps mentioned above, there are a few other aspects to consider when striving for accessibility in your BI presentations. First, provide accessible handouts or digital copies of your presentation materials in advance, allowing individuals with visual impairments or cognitive difficulties to review the content at their own pace. Second, consider providing live captioning or transcription services during the presentation to assist individuals who are deaf or hard of hearing. Finally, be mindful of the venue's accessibility, ensuring that the physical environment is accommodating to individuals with mobility challenges.