September 8, 2016
Feature Story
Six Genres of Data Stories
Ted Cuzzillo
Journalist and Data Industry Analyst

Survey after survey reveals that about 80 percent of business users don’t use data analysis—despite all the marketing and “easy to use” tools.

As if in response to this sad showing, renowned author and academic Tom Davenport proclaimed that data scientists should know “data storytelling.”1 He’s right. Storytelling has transmitted knowledge and motivated action in every medium we’ve ever known. Stories around a fire, stone tablets, Gutenberg’s books, news, and e-books have all made use of stories. Data is a natural.

The data community lost no time swarming all over it. Trouble is, most of them seem to have heard “data” but not “story.” Even now, several years into the data story trend, they still play mostly to each other with the only genre they seem to know, the parade of visualization—a waste of time for all but the already initiated.

It’s not so hard to reach nondata users with other genres, which are just sets of conventions that satisfy different audiences and moods. War movies, for example, deliver noise, action, and beefy male heroes. Romantic comedies deliver jokes, pastel scenery, and romance. Each genre satisfies different needs.

Here are six data story genres. The “naked data” genre seems to have become the default; search Google for “data story” and that’s what you find. Although the other five genres are barely recognized as data stories—I’ve never found any labeled “data story”—that is what they are.

1 Tom Davenport, “Why Data Storytelling Is So Important—and Why We’re So Bad at It,” Deloitte University Press, accessed August 9, 2016, http://dupress.com/articles/data-driven-storytelling.

Genre 1: Naked Data

The naked data genre lets data march alone. It is ideal for those who find data exciting. Search Twitter for #datastorytelling and this is the type you’ll find.

The naked data storyteller is like the host of a stone soup lunch. “Here’s the data,” guests are told. “Now make of it what you will.” The data-loving guests unpack the sack of knowledge they carry with them and apply it with their own curiosity and determination.

Genre 2: Narrated Data

Naked data transforms easily into the narrated data genre. The mother of them all is Hans Rosling’s 2006 rendition on childhood mortality around the globe.2 Rosling’s animated bubble chart now seems dated, but his presentation is timeless. His passionate narration explains the movement of the bubbles like a sports announcer at a football match. The data is more than interesting—it is thrilling. In a later instance, he told another story, this time not with computer visualizations but with pebbles on parking lot pavement. A parking lot space never looked so good.

2 “Hans Rosling: Debunking Third-World Myths with the Best Stats You've Ever Seen,” TED Talks, accessed August 22, 2016, https://youtu.be/RUwS1uAdUcI. See also “Hans Rosling's Shortest TED Talk,” accessed August 22, 2016, https://youtu.be/UNs-ziziPyo.

Genre 3: Explainer

The explainer genre consists almost entirely of words. It uses one or two visualizations, if any.

The Upshot column in the New York Times makes frequent and effective use of this genre. A recent story on the U.S. economy, for example, runs about 800 words with a single, simple visualization.3 In “GDP Better Than It Looks,” the author explains that, although growth in the second quarter of 2016 was just 1.2 percent, this was almost entirely the result of a contraction in business inventories. That’s not a good predictor of future growth, according to the author. A much better rate of 2.4 percent shows up when looking at GDP excluding inventories, because final sales are a better measure of underlying growth. The bad news comes in shrinking investment and poor growth in productivity.

That offers plenty of data about GDP and is about as much as many people want to know or have time to think about.

3 Neil Irwin, “Here’s What’s Going Right, and Wrong, in the U.S. Economy,” The Upshot, New York Times, July 29, 2016, http://www.nytimes.com/2016/07/30/upshot/ heres-whats-going-right-and-wrong-in-the-us-economy.html.

Genre 4: Executive

This is for the executive suite. It is brief, perhaps just a minute long, and it may contain little data—sometimes none at all aside from footnotes that cite the underlying data.

A monthly report at financial services firm Charles Schwab, for example, is compressed into a 60-second story in several steps. First, a data analyst dives into the period’s data and comes up with questions and preliminary conclusions. Then a bigger group with representatives from marketing, HR, and other functions joins the discussion. Each person has a take on the period’s events and results.

From there, John F. Carter, senior vice president of analytics and business insight, distills the story further. The presentation begins with the main conclusion, similar to news reports. Less is more, he explains, “but the right less.”4 Executives don’t have time to get into the weeds.

Another executive I spoke with—a veteran Silicon Valley CFO who requested anonymity—dismissed “the illusion of certainty that numbers provide.... Execs, at least the good ones, know they are dealing with a messy and uncertain world.”5

4 Interview conducted by Ted Cuzzillo, June 17, 2016.
5 Ibid.

Genre 5: Detective Story

This one starts out as an explainer but ends with a question. We have a mystery, the storyteller says, but we don’t know what it is. As in a traditional detective story, the audience gets all the facts—nothing’s hidden. Yet this is no game and the storyteller needs help.

Take the declining balances case that longtime TDWI instructor Dave Wells and I have used in our data storytelling class at TDWI conferences. Bank executives have come to recognize declining balances across multiple account types. Why? What can be done to reverse it? The keys are the customer stories behind this behavior, many of which weave into a bigger story. It all leads to the answers.

Genre 6: Scenarios

With scenarios, storytellers start with data and imagine a reality that may develop from it. The data sets the stage and imagination takes it from there. German data scientist Joerg Blumtritt approvingly describes to me this kind of data story as “fiction.”6

Fiction shouted to an audience of data people empties the room—even though many of them already create stories that are actually fiction. They are extrapolations of data to imagine future events. For example, credit scores are based on data of past behavior to predict default.

An even more sophisticated kind of fictional data story underlies scenario planning. When presented, scenarios may offer mere crumbs of the underlying data. In the 1970s, Royal Dutch Shell famously predicted several trends that competitors hadn’t foreseen. Scenario planning helped warn Shell’s leadership of the 1973 energy crisis, the late ’70s oil shock, the fall of the Soviet Union, and the rise of Islamic radicalism.7

6 Interviews conducted by Ted Cuzzillo beginning April 8, 2016.
7 Art Kleiner, “The Man Who Saw the Future,” Strategy+Business, February 12, 2003, http://www.strategy-business.com/article/8220?gko=0d07f.

More Stories Ahead

There’s a genre for every business user and more than a few I haven’t thought of. The missing 80 percent are waiting.

Ted Cuzzillo is a journalist and data industry analyst. For more than 25 years in several tech-centered industries, he has advocated the use of stories—not just the usual how and what but also the why and the who. In the business intelligence industry, he writes for TDWI, Information Management, and his Web log, Datadoodle. He believes that with data storytelling, data’s full story can finally be told. Follow Ted on Twitter: @datadoodle.

TDWI Onsite Education: Let TDWI Onsite Education partner with you on your analytics journey. TDWI Onsite helps you develop the skills to build the right foundation with the essentials that are fundamental to BI success. We bring the training directly to you—our instructors travel to your location and train your team. Explore the listing of TDWI Onsite courses and start building your foundation today.

 
Announcements
NEW Best Practices Report
Improving Data Preparation for Business Analytics
NEW Infographic
Improving Data Preparation for Business Analytics
NEW Ten Mistakes to Avoid
In NoSQL
NEW Business Intelligence Journal
Business Intelligence Journal, Vol. 21, No. 2
NEW TDWI E-Book
Why Your Next Data Warehouse Should Be in the Cloud
NEW Checklist Report
Seven Best Practices for Streaming Analytics for Real-Time Action
contents
Feature
Six Genres of Data Stories

How Discovery Goes Beyond the Need for BI and Analytics
Feature
Benefits of Modernizing a Data Warehouse and Related Programs

Mistake: Delivering Stories Without Actors
Education & Events
Seminar in Washington, DC Business Intelligence Fundamentals // Data Quality and Governance
Embassy Suites – Crystal City National Airport
September 19–22
Seminar in Minneapolis
Data Mining and Predictive Analytics

Marriott Minneapolis West
September 26–29
TDWI Conference in
San Diego

Manchester Grand Hyatt
October 2–7
Webinars
Marketing Analytics Meets Artificial Intelligence
Thursday, September 15
Harnessing the Power of Embedded Analytics for Financial Services
Tuesday, September 20
Modernizing Your Data Warehouse Environment
Wednesday, September 21
Marketplace
TDWI Solutions Gateway
Informatica – Data Management for Next-Generation Analytics
TDWI White Paper Library
Why Firms Struggle to Analyze More Data
TDWI White Paper Library
3 Steps to Becoming a
Data-Driven Organization

Premium Member Discounts

Ready to take the CBIP Exams or attend our next conference? Take advantage of these exclusive member discounts.

$275

Discount

on TDWI San Diego

$10

Discount

on CBIP Exam Guide

Flashpoint Insight
How Discovery Goes Beyond the Need for BI and Analytics

Although discovery is a natural part of BI programs and big data projects, it is also a capability unto itself that goes beyond BI and big data analytics, enabling all company staff to achieve business outcomes, solve business problems, understand data, and gain business insights—without predefinitions or biases.

Enabling multitudes of business users to become self-sufficient with intuitive tools in an agile culture using an adaptable data platform may not happen this quarter or maybe even this year, but the journey to this next-generation culture will unlock the natural problem-solving instincts of your people. This article discusses the necessary foundation for discovery capabilities and provides practical steps to get started.

Learn more: Read the entire article by downloading the Business Intelligence Journal (Vol. 21, No. 2).

 
TDWI Research SNapshot
Benefits of Modernizing a Data Warehouse and Related Programs

In the perceptions of survey respondents, data warehouse modernization offers several benefits (see Figure 8). Five areas stand out in their responses:

Analytics. At the top of the chart, the most common beneficial area concerns analytics in general, including visualization and exploration (53%). To a lesser degree, users also see benefits for specific analytics applications such as fraud detection (15%), customer base segmentation (12%), risk management and mitigation (quantification of risk; 11%), understanding business change (10%), and understanding consumer behavior as seen in clickstreams (10%).

(Click for larger image)
Click to view larger

Business. Several business activities ranked high among the potential benefits of modernization, ranging from decision making (52%) to operational efficiency (34%). Fewer respondents feel that modernization can address new business requirements (28%), enhance competitive advantage (28%), and reinvigorate both business and technology processes (10%).

Real time. A recurring theme throughout the survey is how modern tools, features, and platforms are key to enabling frequent report and analysis cycles, operating at near real time (37%).

Methods. There is also a need for modern methods and best practices, which can improve the agile delivery of solutions (33%), the management and maintenance of the DW environment (20%), and automation for the design, deployment, and operation of the DW (12%).

Finances and funding. A few respondents feel that modernization could help leverage big data with a return on the investment (16%), monetize data assets (12%), and contain costs for the DW environment (7%).

Read the full report: Download TDWI Best Practices Report: Data Warehouse Modernization in the Age of Big Data Analytics (Q2 2016).

 
Flashpoint Rx
Mistake: Delivering Stories Without Actors

A story about things is boring. Interesting stories involve characters—people who take actions and have experiences.

Characters bring a story to life—the actors who do things and exhibit behaviors that are interesting. Audience members often identify with a character and imagine themselves in the narrative.

Although characters are obvious in entertainment stories, they may be less clear in business stories. Business stories do have characters. What business can exist without people? How can change occur without people? Perhaps the individual or organization seeking to create change is the protagonist in a business story. Any opposition is the basis of key characters. All other stakeholders are the supporting cast of characters.

Characters are often people—customers, employees, suppliers, partners—but they may be other things. Think “actors” as in those entities that take action, have influence in a cause-and-effect chain, or have an interest in outcomes.

Abstract characters can be brought to life using personas. They are frequently used in software design, Web design, and other user-interaction design processes to represent types of users as characters. Personas can play a similar role in many kinds of storytelling including business and data stories. Well-developed personas help your audience to see themselves or the characters that they interact with as tangible (nonabstract) and real parts of the story.

Read the full issue: Download Ten Mistakes to Avoid in Data Storytelling (Q2 2016).