Category: Book Reviews

May 05 2023

Book review: Resonate by Nancy Duarte

resonateI picked up Resonate: Present Visual Stories That Transform Audiences by Nancy Duarte following a couple of recommendations in Storytelling with Data by Cole Nussbaumer Knaflic. You can see how Resonate  influenced the storytelling elements of Knaflic’s book.

Resonate  is about the importance of storytelling in making presentations, and a model to construct compelling presentations which will leave your audience primed to go off and take the action you want.

The book is beautifully produced, as you might expect from an author from a company which provides consulting on making presentations. In the front material Duarte mentions VisualStory(tm) and Presentation Form(tm) which are products from her company but through the rest of the book Duarte Design is scarcely mentioned.

The nine chapter titles make a pretty good summary of the book, I have added my own comments to clarify a bit:

  1. Why resonate? – audiences change when you make a personal connection with them, a presentation is not just about facts.
  2. Lessons from myths and movies – adding elements of storytelling makes a presentation much more impactful – people have been writing about the mechanics of storytelling for a couple of thousand years!
  3. Get to know the hero – the hero is the audience. In scriptwriting terms the hero goes on a well-defined journey and we are going to take the audience on a similarly structured journey. We tend to write presentation centred on ourselves, our companies and our products – they should be centred on the audience.
  4. Define the journey – you need to be clear about the intended outcome of your presentation, and make everything in your presentation about reaching that outcome.
  5. Create meaningful content – this is about compiling the content for your presentation, it includes a call to include personal stories and also to research your audience.
  6. Structure reveals insights – this is about structuring the content you’ve compiled. A lot of the structure of a presentation is about alternating between “what is” and “what could be”.
  7. Deliver something they’ll always remember – providing contrasts in presentational style and content to maintain interest.
  8. There is always room to improve – this chapter emphasises how much work successful presenters put into their presentation, both in initial preparation but also reflecting on performances.
  9. Change your world – this is largely a call to action for us to go out and do it!

There’s a final chapter called Inspiration is everywhere which has case studies on Mozart – how the sonata structure reflects a presentation structure, Alfred Hitchcock – how a presentation (or a film) is a well-planned collaborative endeavour and e.e. cummings – breaking the rules to get impact. There are a plenty of case studies spread through the book demonstrating how speakers structure compelling presentations, analysing them in terms of the model Duarte proposes. I liked the fact that the case studies included “people like me”, Richard Feynman – a physicist, and Marcus Covert – a biologist.

We’ve all heard of “this meeting could have been an email”, Duarte mentions at one point “this presentation could have been a report”. She sees a presentation as a platform to provoke action, produce change and a raw presentation of facts does not fit this definition – this could be a written report. I find a lot of the presentations I give fall into this category.

Resonate talks mainly in terms of high importance presentations: end of year reports to investors, presentations to win multi-million dollar research grants, Steve Jobs iphone presentation – big productions involving significant work, and a team of collaborators. It is up to the reader to determine how to make these ideas work for their own more modest circumstances.

I was also pleased that some elements that I include instinctively such as personal stories, and passion, and doing some research on my potential audience are recommended and effective. I think my change on reading Resonate will be more focus on The Big Idea and what I want the audience to do when they leave the presentation. There is also a strong indication that my slides should contain less text then I add – Duarte says that a single slide filled with text would take an audience 30 seconds to read, and they will either be reading your slide or listening to you, not both. She also says as a rule of thumb a slide should not be on screen for more than 2 minutes.

Overall, I’m glad I read this book – at times I found the style a bit grating but the content is thought-provoking. As a physical scientist I’m used to the idea that physical models are correct and can be proved. Duarte’s model of how to build and deliver a successful presentation is not a physical model – it is a framework for discussion and a source for new ideas.

Apr 17 2023

Book review: Data Points by Nathan Yau

data_pointsI picked up Data Points by Nathan Yau as a recommended book on exploratory data analysis in Storytelling with data. I have previously read Nathan Yau’s book Visualize This.

Visualise This  was very focussed on the technical side of producing data visualisations, with code samples and so forth. This is a “bigger picture” book divided into three sections: context, exploration and presentation.

Context can be summarised as: who, how, what, when, where, why. Context is covered explicitly in the first chapter using the medium of Yau’s wedding photos as an example. Spinning off from here is a mention of the Quantified Self movement, there was a time a few years ago when this was popular – people would record aspects of their life in great detail and build visualisations from them. This was enabled by the growth of the first generations of smartphone which made this sort of data collection easy. Yau points out – and I think all data scientists can agree with this – that most of the job is actually collecting together the data required for a project and getting it into a shape to visualise.

The “Exploration” chapters start with an overview of what a data visualisation is, one of the strengths of this book is the many examples of visualisations, in this case going as far back as William Playfair in 1786 with the invention of the bar chart. This chapter also highlights that a data visualisation can be a flow chart, or it can be an abstract piece of art which is based on data. Yau cites John Tukey’s Exploratory Data Analysis a number of times which was published in the 1970s at a time when the author felt the need to explain that a “bold” effect can be achieved using a pen rather than a pencil. The point being that we now have immense power in readily available software to produce visualisations at the click of a button which would have taken an expert many hours of manual labour in the relatively recent past.

The next chapters provide a summary of how we build a data visualisation starting with the fundamental building blocks: title, visual cues (the data), coordinate system, scale and context elements. The visual cues are further broken down into attributes like position, length, angle, direction, shapes and so forth.

Once this groundwork has been done, there is an extensive taxonomy of chart types including more esoteric plots such as the cartogram (where geographic areas are distorted to show the relative sizes of variables), and radar or polar plots which, along with calendar heatmaps are useful for showing periodic timeseries data.
The “Visualising with clarity” chapter starts to talk about presentation, and how the purpose of visualisations is to allow comparisons. I think the useful takeaway from this chapter for me was that distribution plots are rather more difficult for the lay viewer to interpret than practitioners realise.
I found the penultimate chapter on “Designing for an audience” a little brief. A handy hint here was to design presentations for the audience at the back of the room – nobody likes to hear “this is probably too small for you to see” from a speaker. Another useful tip for making interactive presentations is that people like to find out about themselves, so if you have data on people then make it easy for viewers to “look themselves up” because that’s the first thing they are going to do.

The book finishes with a chapter on technologies, some of them such as R, Adobe Illustrator, Microsoft Excel, Google Sheets, Tableau are still around and remain good choices. Yau’s favoured combination is R with Adobe Illustrator used to polish the results. The Javascript library Data Driven Documents (d3) and Processing are still active. Other systems like IBM’s Many Eyes project, MapBox’s TileMill have disappeared. Javascript Libraries Raphael and the Javascript Infovis Toolkit appear dormant, in the sense that the activity on their GitHub repositories is minimal. Nobody talks about Flash and ActionScript anymore.

Data Points is much more a book about exploratory data visualisation then Storytelling with data, I think Yau believes that exploratory data analysis is an exercise in storytelling. The strength of this book is the wide range of examples used to illustrate the points being made through the book. The style is chatty, it is not a difficult read. It is less focussed on delivering specific lessons in making data visualisations than Storytelling with data.

Mar 31 2023

Book review: Storytelling with data by Cole Nussbaumer Knaflic

storytellingThis book, Storytelling with data by Cole Nussbaumer Knaflic, fits in with my work, and my interests. It relates to data visualisation, an area in which I have read a number of books including The Visual Display of Quantitative Information by Edward R. Tufte, Visualize This by Nathan Yau, Data Visualization: a successful design process by Andy Kirk and Interactive Data Visualization for the web by Scott Murray. These range from the intensely theoretical (Tufte) to the deeply technical (Murray).

Storytelling with data is closest in content to Andy Kirk’s book and his website is cited in the (very good) additional resources list. A second similarity with Andy Kirk’s book is that Storytelling is “the book of the course” –  the book is derived from her the author’s training courses.

The differentiating factor with Knaflic’s book is the focus on storytelling, presenting a case to persuade rather than focussing on on the production of a data visualisation, although that is part of the process. The book is divided into 6 key lessons, each of which gets a chapter, with a couple of chapters of examples, an introduction and an epilogue this makes 10 chapters. The six key lessons are:

1. understand the context
2. choose an appropriate visual display
3. eliminate clutter
4. focus attention where you want it
5. think like a designer
6. tell a story

I think I got the most out of the understand the context and tell a story chapters, technically I am quite experienced but my knowledge is around how to make charts and process the data to make charts rather than telling a story. The understanding the context chapter talks about the “Big Idea” and the “3-minutes story”. The Big Idea is the single idea you are trying to get across in a presentation, and the 3-minute story is the elevator pitch – how you would put your story into 3 minutes. I liked a callout box with a list of verbs (accept, agree, begin, believe…) used to prompt you for what action you want your audience to take having seen your presentation.

The chapter on choosing an appropriate visual display is quite straightforward, Knaflic presents the 12 types of display she finds herself using frequently (which includes simple text, and text tables). This is a fairly small set since variations of bar charts – horizontal, vertical, stacked and waterfall cover off 5 types. This is appropriate, if you are telling a story to persuade then you don’t want to be spending your time explaining how your esoteric display works. Knaflic steers away from specific technology, only mentioning at the beginning of the book that all the charts shown were made in Microsoft Excel and Adobe Illustrator was sometimes used to get a chart looking just right at the end of the process.

There is a list of sins in data visualisation including the reviled pie chart, and 3D plots but perhaps surprisingly the use of secondary axes to plot data on different scales together.

The chapters on eliminate clutter, focus attention where you want it, and think like a designer are all about making sure that the viewer is paying attention where you want them to pay attention. Some of this is about the Tuftian “eliminate clutter” much of which creeps into charts through default behaviour in software. Some is about using gestalt theories of attention to group items together through similarity, proximity and so forth and some is about using pre-attentive attributes such as colour and type face to draw attention to certain elements. This reminded me of The Programmer’s Brain by Felienne Hermans, which links theories of how our brain works with the practices of programming.

The chapter on tell a story introduces some resources on storying telling from playwrights and screenwriters – basically the idea of the three act play with a setup, conflict and resolution. This is a different way of thinking for me, my presentations tend to follow the traditional structure of a scientific paper but it is interesting to see the link with creative writing and drama – which is generally excluded from scientific writing.

One of the lessons I learnt from this book was to make better use of of chart titles and PowerPoint titles, I tend to go for  descriptive chart titles (“Ticket Trend”, to use an example from the book) and PowerPoint titles which simply labelled a section of a talk (“Methodology”). Knaflic encourages us to use this valuable “real estate” in a presentation for a call to action: “Please Approve the Hire of 2 FTEs”.

The six lessons are reinforced with a chapter which covers a single worked example from beginning to end, and another chapter of case studies which looks at fixing particular issues with single charts.

I enjoyed this book, its beautifully produced and fairly easy reading. It also led me to buy two more books Resonate by Nancy Duarte and Data Points by Nathan Yau, and so the “to be read” pile grows again!