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How can you visualize data in consulting?

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Data visualization is the art and science of presenting complex information in a clear, engaging, and persuasive way. As a consultant, you need to master this skill to communicate effectively with your clients, stakeholders, and team members. In this article, you will learn how to visualize data in consulting, from choosing the right tools and formats, to following the best practices and principles, to avoiding common pitfalls and mistakes.

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Sunil Mandowara

Data Platform Architect|Engineering Lead|Lakehouse Evangelist|Microservices|APIs| |BigData|Thought Leader | Data…
Jagat S.

Driving Growth for Retail, CPG, eCommerce | Delivery & Analytics Leader | Writer, Speaker | Empathetic Mentor | Int'l…
Takeo Apitzsch

1 Choose the right tools

There are many tools and software available for data visualization, ranging from simple spreadsheets and charts, to interactive dashboards and infographics, to advanced analytics and storytelling platforms. The choice of tool depends on several factors, such as the type, size, and source of data, the purpose and audience of the visualization, the time and budget constraints, and the level of customization and flexibility required. Some of the most popular tools for data visualization in consulting are Tableau, Power BI, Excel, Google Data Studio, and Canva.

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Sunil Mandowara

Data Platform Architect|Engineering Lead|Lakehouse Evangelist|Microservices|APIs| |BigData|Thought Leader | Data Security|Data Observability|AIML|GenAI|GDPR
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Everyone in data engineering team should know basic skill about data visualisation tools which helps to maintain quality of data. Apache superset is quite easy and open source tool which can be setup in ur sandbox. For data quality implementing data observability platform helps organisations, instead of spending too much time to fix data issues on last minute.

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Takeo Apitzsch
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Tools are often essential for data visualization, yet they require a deep understanding about the origins of the data. I have often witnessed how data was collected and pushed through data analytics systems, then visualized and presented, yet the conclusions were misleading as the data sets were inaccurate. No matter how great the e.g. bar-chart looks, before even visualizing this output, it is absolutely essential to ensure the data sets pass some integrity and accuracy check to be valuable for any decision making based on "visualizations".

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2 Choose the right format

The format of your data visualization refers to the type of chart, graph, map, or diagram that you use to display your data. The format should match the message and the story that you want to convey, as well as the characteristics and relationships of the data. For example, if you want to show trends over time, you can use a line chart or a bar chart. If you want to show proportions or percentages, you can use a pie chart or a donut chart. If you want to show geographic distribution, you can use a map or a heat map. If you want to show correlations or comparisons, you can use a scatter plot or a bubble chart.

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Jagat S.

Driving Growth for Retail, CPG, eCommerce | Delivery & Analytics Leader | Writer, Speaker | Empathetic Mentor | Int'l roles (US, EU) I ex-Infosys Analytics Consulting |
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Choosing the right format is a blend of the arts and the science and there is no single 'best' format for data viz. By carefully considering the data format one can create a more effective and compelling visual storytelling tool. And do remember to use 'colors' wisely!!

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3 Follow the best practices

Data visualization in consulting should adhere to the principles of clarity, simplicity, accuracy, and relevance. To ensure success, you should use clear and consistent titles, labels, legends, and annotations to explain your data and insights. Additionally, appropriate colors, fonts, shapes, and sizes should be used to highlight key points and reduce distractions. Furthermore, the right scale, axis, and units should be used to show the true magnitude and variation of your data. Filters, slicers, and drill-downs can enable interactivity and exploration of your data while data sources, citations, and footnotes can provide credibility and transparency.

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4 Avoid common pitfalls

When it comes to data visualization in consulting, there are a few common pitfalls that can confuse, mislead, or bore your audience. These include having too many or too few data points, charts, or pages to present your data and insights; using inappropriate or misleading formats, colors, fonts, shapes, or sizes to display your data and insights; using wrong or inconsistent scales, axes, or units; having no or too much interactivity and exploration of your data; and relying on unreliable or unclear data sources, citations, or footnotes.

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5 Learn from the experts

One of the best ways to improve your data visualization skills in consulting is to learn from the experts. You can find many examples of data visualization in consulting on the websites, blogs, and social media accounts of leading consulting firms, such as McKinsey, BCG, Bain, Deloitte, and Accenture. You can also find many resources and courses on data visualization in consulting on online platforms, such as Coursera, Udemy, edX, and LinkedIn Learning. You can also join online communities and forums, such as Reddit, Quora, and Stack Overflow, to ask questions and share tips on data visualization in consulting.

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6 Experiment and iterate

The final tip for data visualization in consulting is to experiment and iterate. Data visualization is not a one-time or a one-size-fits-all process. It is a dynamic and creative process that requires constant testing and feedback. You should experiment with different tools, formats, and styles to find the best way to present your data and your insights. You should also iterate your data visualization based on the input and feedback from your clients, stakeholders, and team members. You should always aim to improve your data visualization to make it more clear, engaging, and persuasive.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Sanil M Mhatre

Director - Management Consulting || Growth Strategy | Project Advisory | Operations Excellence || Manufacturing & Infrastructure || Ex PwC-Deloitte-Mott MacDonald II Views are personal
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At the outset of data visualization, it is important to develop a story line for the data which needs to be showcased. Tools and Formats are levers which help you showcase the data, but it is important to decide upfront, what data, how much data is relevant and needs to be shown to convey the right message and how it answers the context referred to. Hence, why data is needed to be shown and whether it answers the need is very important in consulting.

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How can you visualize data in consulting?

1

2

3

4

5

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7

1 Choose the right tools

2 Choose the right format

3 Follow the best practices

4 Avoid common pitfalls

5 Learn from the experts

6 Experiment and iterate

7 Here’s what else to consider

Consulting

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How can you visualize data in consulting?

1

2

3

4

5

6

7

1 Choose the right tools

2 Choose the right format

3 Follow the best practices

4 Avoid common pitfalls

5 Learn from the experts

6 Experiment and iterate

7 Here’s what else to consider

Consulting

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