FinancialViz Workshops: Dataviz workshops for business professionals so they can create clear visual messages of financial data in Excel

Overloaded and confusing presentations of financial data prevent executives from getting the insights required to make decisions that will make the business more profitable and successful. Clear visual messages of financial data give decision makers the insights they can understand and act on.

Almost all data in businesses is ultimately financial data because it affects the bottom line. If you are in finance, operations, logistics, manufacturing, project management, or marketing, your data can be effectively presented as visual messages.

If you’ve looked at bringing in a dataviz workshop for your team of business professionals, you will likely be better off with a FinancialViz workshop instead. Here’s how my customized workshops are different from most dataviz workshops.

 Dataviz workshopsFinancialViz workshop
Data usedSurvey, sports, and demographic dataFinancial data and examples that relate directly to your business
Focus of visual examplesBeauty (in fact they have an Information is Beautiful Awards ceremony every year)Clear messages that decision makers can understand and act on
Communication focusStorytelling and telling stories from your dataCommunicating the key insights that will help the organization reach its goals
Tools used to create visualsProgramming languages and web-based tools that require you to upload your data to unknown serversOnly standard Microsoft Office tools like Excel and PowerPoint
Practice during the sessionOften only on paper to remain tool agnosticHands-on practice in Excel so attendees can apply the techniques right away
Data used in examplesPublicly available data sourcesI sign an NDA so attendees see examples with their own data
CustomizationSelected generic examples from media or social scienceI select relevant real-world examples from past corporate work and prepare makeovers of your existing visuals
FacilitatorCould be one of the team of trainers in the firmI am the only one who delivers sessions so you always get the expert at the front of the room

If you want to know that bringing me in for a customized session won’t be a mistake, watch this short video to see segments of live sessions where you see my approach, my personality, and the detailed techniques that are taught. You will realize this is exactly what your group needs.

20+ years

Speaker, author, consultant

10 books


400+ sessions


Dave is amazing! This session is undoubtedly one of the best communication/presentation training sessions I have EVER taken. Thank you!! This has already been super helpful. (sent to the organizer during the session)

Investment Analyst, Pension Fund

Here are the topics I can cover in a typical workshop:

  • The six categories of messages for financial data
  • The three categories of non data-related financial messages
  • Real-world examples of visuals in all nine categories
  • Makeovers of your own visuals to see how the ideas apply to your situation
  • Structuring an Excel worksheet so charts can be easily updated or re-used
  • Four areas of expert-level Excel chart techniques
  • Hands-on practice of techniques by creating some of the visual makeovers
  • Techniques for copying Excel charts to PowerPoint

Once we have a conversation about your specific needs, we will decide on the exact topics and timing for the session (half-day to two full days) for up to 25 attendees. Every session is customized to the topics your team needs and uses examples of their own data so it is relevant to their world.

This is a hands-on advanced level session with the expectation that attendees practice the techniques demonstrated. I will use Office 365 for Windows for demonstrations. As long as the attendees bring a laptop with Office 2013 or higher for Windows, or Office 2016 or later for Mac they will be fine. Attendees need to have intermediate level Excel skills in general, and be familiar with creating graphs in Excel.

Call me at 905-510-4911 (Eastern North America time zone) or email me to start discussing how a FinancialViz workshop can help your team create clear visual messages of financial data.