Scenario – You receive this email after submitting findings from an exploratory analysis:
Dear Favorite Analyst at TableauCeutical Inc,
Thank you for sending over the findings from your exploratory analysis. Nicely done!
Now we need to package your exploratory findings into an insights summary deck for our new COO. The insights summary is a PowerPoint deck that allows us to help focus her attention on the most important components of your analysis and ensure she has something tangible to reference in other introductory meetings she is having as meets with other departments.
Unfortunately, simply taking screenshots from Tableau won’t give us the professional, camera-ready aesthetic we need to communicate. Many, visuals will likely need to be rebuilt so we can have more control over the final look. We’ll want to add text annotations to further explain what the visual is communicating, but without making our COO digest whole paragraphs. As you can imagine, COOs have more demands on their time and attention they have hours in the day, so we’ll need to make sure she has the most important information served up in a simple, clean, and concise way. She needs to be able to consume the insights in less than 10 minutes, so we’ll need to be deliberate about what we highlight, what we deemphasize, and how it flows.