PASS Summit has gone virtual this year, but that isn’t keeping PASS from delivering a good lineup of speakers and activities. I’m excited to be presenting a pre-con and two regular sessions this year. I know virtual delivery changes the interaction between audience and speaker, and I’m going to do everything I can to make my sessions more than just standard lecture and demo to keep things interesting.
Building Power BI Reports that Communicate Insights and Engage People (Pre-Con)
If you are into Power BI or data visualization, check out my pre-con session. It’s called Building Power BI Reports that Communicate Insights and Engage People. Unless we’ve had data visualization training, the way we learn to make reports is by copying reports that others have made. But that assumes other people were designing intentionally for human consumption. Another issue is that we often mimic example reports from tool vendors. That can be very helpful with the technical aspects of getting content on the page, but we often overlook the design aspects of reports that can make or break their usability and effectiveness in communicating information. My pre-con will begin with discussion on how humans interpret data visualizations and how you can use that to your advantage to make better, more consumable visualizations. We’ll take those lessons and apply them specifically to Power BI and then add on some tips and tricks. Throughout the day, there will be hands-on exercises and opportunities for group conversation. And you’ll receive some resources to take with you to help you continue to improve your report designs.
This session is geared toward people that have at least basic familiarity with Power BI Desktop (if you can populate a bar chart on a report page, that’s good enough). If you have never opened Power BI Desktop, we might move a little fast, but you are welcome to join us and give it a try. If you are pretty good with Power BI Desktop, but you want to improve your data visualization skills, this session could also be a good fit for you. I hope you’ll register and join my pre-con.
Implementing Data-Driven Storytelling Techniques in Power BI
Data storytelling is a popular concept, but the techniques to implement storytelling in Power BI can be a bit elusive, especially when you have data values that change as the data is refreshed. In this session, we’ll talk about what is meant by story. Then I’ll introduce you to tool-agnostic techniques for data storytelling and show you how you can use them in Power BI. We’ll also discuss the visual hierarchy within a page and how that affects your story. You can view my session description here.
Inclusive Presentation Design
I’m also delivering a professional development session for those of us that give presentations. Most speakers have good intentions and are excited to share their knowledge and perspective, but we often exclude audience members with our presentation design. Join me in this session to discuss how to design your presentation materials with appropriate content formatted to maximize learning for your whole audience. You’ll gain a better understanding of how to enhance your delivery to make an impact on those with varying abilities to see, hear, and understand your presentation. You can view my presentation description here.
Other Pre-Cons from My Brilliant Co-Workers
If you aren’t into report design, my DCAC coworkers are delivering pre-cons that may interest you.
I hope you’ll join one of us for a pre-con as well as our regular sessions. With PASS Summit being virtual, the lower price and removal of travel requirements may make this conference more accessible to some who haven’t been able to attend in past years. Be sure to get yourself registered and spread the word to colleagues.
Next week I’m speaking at at the Dynamic Communities Power Up event titled “Exploring the Power BI Ecosystem“. It takes place on May 27 & 28, 2020. This exciting 2-Day virtual event is designed to ensure attendees have a complete view of the Power BI product and surrounding ecosystem, provide expanded knowledge of the core components and showcase the possibilities for continued exploration and innovation.
Sessions during the event are 2.5 hours long, to really give you time to get into a topic. There are healthy 45-minute breaks between sessions to give you time to attend to personal matters. And the sessions are recorded to give you a chance to catch anything you miss. Some sessions, including mine, offer a take-home exercise to help solidify concepts discussed during the session.
I’m presenting Data Visualization and Storytelling on May 28 at 9am EST/1pm UTC. In this session, you will learn how to build eye-catching Power BI reports to support decision making. You will also see the importance and a realistic approach to data storytelling.
The following topics will be showcased through practical examples:
Creating beautiful reports: prioritizing your KPIs, playing with colors, grid
Choosing the best chart to illustrate your point
Introduction to the concept of Data Storytelling
Implementing quality checks on your report design
Implementing navigation in your report: bookmarks, drill-through, page-report tooltips, interactive Q&A
This training is a paid event, but it’s just $399 for the full 2 days. This training is great if you are a beginner-to-intermediate Power BI user trying to round out your skills across the many areas of the Power BI suite. You can head over to the website to register. I hope to see you there!
I had the pleasure of presenting a full-day pre-conference session on the Friday before SQLSaturday Austin-BI last weekend. I could spend paragraphs telling you how enjoyable and friendly and inclusive the event was. But I’d like to focus on one really cool aspect of my speaking experience: I had both live captioning and sign language interpreters in my pre-con session.
First, let’s talk about the captions. While PowerPoint does have live captions/subtitles, that only works when you are using PowerPoint. When you show a demo or go to a web page, taking PowerPoint off the screen, you lose that ability. So we had a special setup provided by Shawn Weisfeld (Twitter|GitHub).
How the Live Captions Worked
The presenter connects their laptop to the Epiphan Pearl with an HDMI cable so they can send the video (picture) from the laptop. The speaker wears a lavalier microphone, which sends audio to the Pearl. The transcription green screen computer takes audio from the Pearl, sends it to Azure to be transcribed using Cognitive Services, and overlays the returned transcription text on a green screen input that is sent back to the Pearl. The projector gets the combined output of the transcription text and the presenter’s computer video output.
You can see an example of what it looked like from my presentation on Saturday in the tweet below. There are lots more pictures of it on Twitter with the #SqlSatAustinBI hashtag.
While this setup requires a bit more hardware, it worked so well! It took about 10 minutes to get it set up in the morning. As the speaker, I didn’t have to do anything but wear a mic. It transcribed everything I said regardless of what program my laptop was showing. There was very little lag. It seemed to be less than one second between when I would say something and when we would see it on the screen. While I try to speak clearly and slowly, sometimes I slip and fall back into speaking quickly. But the transcription kept up well. Some attendees said it was great to have the captions up on the screen to help them understand what I said when I occasionally spoke too quickly. The captions are placed at the top of the screen, above the image coming from my laptop, so I didn’t have to adjust my slides or anything to allow space for the captions.
The live captions were a big success. They helped not only people who had trouble hearing, but also those who spoke English as a second language and those who weren’t familiar with some of the terms I used and needed to see them spelled out.
Presenting With Sign Language Interpreters
This was my first time presenting with sign language interpreters to help communicate with my audience. Since the pre-con session lasted multiple hours, there were two interpreters in my room. They would switch places about every hour. They were kind enough to answer a few questions for me during breaks.
I asked them if it was difficult to sign all the technical terminology used and if they tried to study up on terms ahead of time. One of them told me that they don’t study the subject and they fingerspell all the technical terms. Most of my terms were spelled on my slides, and I saw the interpreter look at the slide to get the spelling. When someone asked a question about the font I was using, the interpreter asked me to spell it out, since it wasn’t written anywhere. I asked if having printed slides helped (I provided PDFs of the slides to the attendees at the beginning of the session). One of the interpreters told me no, because they were already watching the signer for questions and watching my slides and listening to me.
What I loved most about having the interpreters there was that the person using the service got to fully participate in the session. They asked questions and made comments like anyone else. And they participated in hands-on small group activities.
Check out this great photo of one of the interpreters in action during a small group activity.
Having ASL interpreters didn’t require any extra effort on my part. I didn’t have to practice with them beforehand or provide them with any of my conference materials. They were great professionals and were able to keep up with me through lecture, demos, small group exercises, and Q&A.
Sign language interpreters cost money. And they should – they provide a valuable service. In this case, the interpreters were provided by the State of Texas because the person using the service worked for the state government. Because this was training for their job, the person’s employer was obligated to provide this service. So we were lucky that it didn’t cost us anything.
While the SQLSaturday organizers were coordinating the ASL interpreters, they found out that there is a fund in Texas that can help with accessibility services when a person’s employer doesn’t/can’t provide them. It may not be the same in every state, but it’s definitely something to look into if you need to pay for interpreters for an event like this.
Make Your Next Event More Accessible
I have organized events, and I understand the effort that it requires. I’m so happy that Angela and Mike made the effort to make SQLSaturday Austin-BI a more inclusive event. I would like to challenge you to do the same for the next event you organize or the next presentation you give at a tech conference.
Your conference may not be able to afford the Epiphan Pearl (note: the original model we used is discontinued, but there is a new model) and the Azure costs. I’d like to see SQLSaturdays join together and purchase equipment and share across events – it would be great if PASS would help with this. Or maybe a company involved in the community could sponsor them? If we can’t do that, we could always start small with the built-in capabilities in PowerPoint and work our way up from there.
It was a great experience as a speaker and as an audience member to have the live captions. And I was so happy that someone wanted to attend my session and was making the effort to sign up and request the ASL interpreters. I hope we see more of that in the future. But we need to do our part to let people know that we welcome that and we will work to make it happen.
I built this pre-con to help people better approach report design as an interdisciplinary activity where we are communicating with humans, not just regurgitating data or putting shiny things on a page. There are many misconceptions out there about report design. Some people see it as just a “data thing” that only developers do. Many BI developers avoid it and try to focus on what they consider to be more “hardcore data” tasks. I often hear from people that they can’t make a good report because they aren’t artistic. This hands-on session will dispel those misconceptions and help you clarify your definition of a good Power BI report. You will see how you can apply some helpful user interface design and cognitive psychology concepts to improve your reports. And you’ll leave with tips, tricks, and a list of helpful resources to use in your future report design endeavours.
Your report design choices should be intentional, not haphazard or just the Power BI defaults. We’ll review guidelines to help you make good design choices and look at good and bad examples. And we’ll spend some time as a group creating a report to implement the concepts we discuss.
Basic familiarity with Power BI is helpful for attendees. If you know how to add a visual to a report page, populate it with data, and change some colors, that’s all you need. If you feel like you lack a good process for report design to ensure your reports are polished and professional, this session will share an approach you can adopt to help accomplish your design and communication goals. If you feel like your reports are luckluster or not well-received by their intended audience, join me to learn some tips to improve. If you are a more experienced report designer and you want to learn some new techniques and see the latest Power BI reporting features, you’ll find that information in this session as well.
So far, I’m scheduled to present this session at two SQLSaturdays in Q1 2020:
I’m happy to be speaking at Microsoft Ignite this year. I have an unconference session and a regular session, both focused on accessibility in the Power Platform.
The regular session, Techniques for accessible report design in Microsoft Power BI, will be Wednesday, November 6 at 2:15pm. In this session I’ll discuss the features available in Power BI for making accessible reports and demonstrate techniques for making your reports easier to use. This session will be recorded, so if you can’t make it to Ignite, you can catch it online.
My unconference session, Accessibility in the Microsoft Power Platform, is a chance to have a discussion about accessibility in Power BI and PowerApps. It will be held on Thursday, November 7 at 10:45 am. Unconference sessions at Ignite include facilitor-led discussion and exercises that encourage audience participation where everyone can share their experiences and opinions. If you will be at Ignite and want to share struggles or successes in improving accessibility or raising awareness of accessibility issues, please join me.
This year at Ignite there is a reservation system for unconferences. You can RSVP while you are building your schedule on the website. Walk-ins will be accepted just before the session, assuming there is room. But please RSVP if you want to be sure to get a seat in an unconference session. Unconference sessions are not recorded, so this will be an in-person session only. But I will post materials through the Ignite website once the session is over.
If you will be at Ignite, please stop by and say hello and meet Artemis the Power BI accessibility aardvark.
I’m busy building presentations for some upcoming conferences, so in lieu of a full blog post, please read my twitter thread about making your presentations more accessible. All but one of these tips are applicable regardless of the software that you use to build presentation content.
Why lose the engagement of a single person in your audience because of poor design choices? Most of the design tips I list are not that difficult to implement, and many of them can be built in to your presentation template, which I hope you are customizing to fit your content (and yes, I’m aware of the struggle of using templates provided by conference organizers). See below for my thoughts on the built-in templates in presentation design software.
I’m honored to have one of my PASS Summit sessions chosen to be part of the PASS Data Expert Series on February 7. PASS has curated the top-rated, most impactful sessions from PASS Summit 2018 for a day of solutions and best practices to help keep you at the top of your field. There are three tracks: Analytics, Data Management, and Architecture. My session is in the Analytics track along with some other great sessions from Alberto Ferrari, Jen Underwood, Carlos Bossy, Matt How, and Richard Campbell.
The video for my session, titled “Do Your Data Visualizations Need a Makeover?”, starts at 16:00 UTC (9 AM MT). I’ll be online in the webinar for live Q&A and chat related to the session.
I hope you’ll register and chat with me about data visualizations in need of a makeover on February 7.
The PASS Summit 2018 schedule has been published, and I’m on it twice! On Monday, November 5, I am giving a full-day pre-con with Melissa Coates on Designing Modern Data and Analytics Solutions in Azure. We’ll have presentations, hand-on labs, and open discussions about architecture options in Azure when building an analytics solution. If you’ve been wondering how your architecture should change when moving from on-premises solutions to PaaS solutions, when to use SSIS versus ADF V2, options for data virtualization, or what kind of data storage technology to use, we would love to have you attend our pre-con.
I also have a general session at PASS Summit: Do Your Data Visualizations Need A Makeover?. I’ll share the signs that your data visualizations aren’t providing a good experience for your users, explain the most common reasons why, and give you tips on how to fix it. Data visualization is a skill that must be learned and that we all should continue to sharpen. We’ll have some fun discussing common mistakes and looking at examples. This session is scheduled for Wednesday, November 7 at 4:45pm.
If you are on the fence about attending PASS Summit, I highly recommend it, especially if you have never been. There are so many benefits for data professionals:
Microsoft product and customer advisory teams have a large presence at the conference, so you can ask them questions and get advice.
The wide array of content allows you to go deeper on topics with which you are already familiar or to get an intro to a topic that is adjacent to your current knowledge that just wasn’t clicking for you by reading blog posts or books.
You get to meet data professionals from all over the world. You can make new professional contacts and friends with whom you can keep in touch afterwards.
If you are looking for a new job, it’s a great place to make connections.
You can talk to the speakers whose blogs you read and conference sessions you attend! If you spot your favorite speaker at PASS Summit, it is a great place to introduce yourself or ask a question.
There are lots of community events, including happy hours, game nights, and more.
There is always something to do for dinner, between receptions, sponsor parties, and friendly groups to tag along with.
SQL Karaoke is happening somewhere pretty much every night.
These benefits are most definitely real, not just over-hyped advertising. I have friends and colleagues of many years that I first met at PASS Summit. I first met Melissa Coates at PASS Summit, and now I work with her and present with her. And I got to help edit the Power BI whitepaper she wrote with Chris Webb (whom I also first met at PASS Summit – I fan-girled a little and asked for his autograph on his Power Query book the year it came out). I got job interviews after letting colleagues at PASS Summit know that I was looking one year. I had a blast singing karaoke with a live band at an evening event last year. I could continue this list for quite a while, but I think you get the picture.
It’s hard to please everyone, especially when everyone means several dozen speakers and thousands of audience members at a tech conference. And especially when it comes to presentations to an international audience. So I get that it can be difficult to make a presentation template that stays on brand and promotes the best presentation of information. But I see a continuing trend that conferences optimize templates for marketing and forget that we are trying to communicate to audiences of varying skills and abilities, many of whom have paid to attend the conference to learn the information in our presentations. I’m not here just to argue aesthetics, although I definitely have opinions on that. I want people to realize that we are unintentionally excluding many of our audience members with our horribly inaccessible slide templates. Accessibility refers to the ability for everyone, regardless of disability or special needs, to access, use, and benefit from everything within their environment. Yes, in many cases use of the conference template is not required, but many speakers will still use it. So the designer of the slide template should be thoughtful about their design more than just staying on brand with colors and conference logos. Basically, we can do better. We should be designing with accessibility in mind.
I’m going to pick on a template that I’m currently working with because it is from a conference that is near and dear to my heart, and it serves as a good example of how we can (and should) improve. Concrete examples seem to have more impact than just providing guidelines. While this year’s PASS Summit template is not the worst conference presentation template I’ve seen, it leaves a lot to be desired in the areas of effectiveness and inclusiveness. I’m writing this publicly to help educate our SQL Family about making better presentations that actually work for our audience. While it is criticism, it is said with love and hope that we can improve for future conferences. The speakers and organizers of PASS Summit are good people who strive to deliver a great conference. I know we can do better.
So what’s wrong with the template?
Let’s start with the title slide.
The title text is 36pt Segoe UI Light, the subheading text is 24pt Segoe UI, and the speaker info text is 14 pt Segoe UI.
Those font sizes alone make it very hard to read from the back of even the smaller rooms at the conference.
In addition to being too small, the gray text for the speaker info doesn’t have enough contrast from the white background. We want to get a contrast ratio of at least 4.5:1 (but 7:1 would be better). The contrast ratio for these colors is 4.0.
While sans serif fonts are generally thought to be easier to read in presentations, it’s better to use fonts with a stroke width that is not too thin – not necessarily wider characters, but thicker lines that make up each letter. So Segoe UI Light would not be my first choice for a title font, but Segoe UI or Segoe UI Bold might be ok.
Also, the red used on the right half of the slide is VERY bright for an element that is purely decorative, to the point that it might be distracting for some people. And the reason we need to squish our title into two lines of too-small text is because that giant red shape takes up half the page. What is more important: a “pretty” red shape to make our slide look snazzy or being able to clearly read the title of the presentation?
Here is the speaker bio slide.
This slide also suffers from the font being way too small.
Speaker name: 32pt (Segoe UI Light)
Title/Company: 20 pt (Segoe UI)
Social media handles: 11pt (Segoe UI)
Biography Point One: 14pt (Segoe UI)
Biography Point body text: 10.5pt (Segoe UI)
Again, there are issues with color contrast, which make the slide difficult to read – especially when shown on a projector that will probably wash out some of the color. The blue font on white background has a contrast ratio of 2.2. The red font on white background has a contrast ratio of 3.67. The dark font color on light gray background is actually ok from a color contrast perspective.
Here is a standard content slide.
What I appreciate about this slide is that it is free from unnecessary decorative shapes/backgrounds and doesn’t use needless bullet points everywhere. And the PASS logo is small in the lower right hand corner, not taking up too much room or being super distracting. But again, font sizes are way too small and the color contrast from the background is not high enough.
The difference in heading styles is a bit distracting. While they should probably differ in size, they don’t need to also differ in capitalization and font and color and boldness. One or two properties would be fine to denote difference, and having so many differences is a bit distracting.
More important than that, if you have three layers of headings on your slide, you probably have too much text. It would have been better not to even suggest that we would need to do such a thing. Putting it in the template passively gives presenters permission or encouragement to do just that.
What’s wrong and why should you care?
Conferences need to consider that some attendees may have varying abilities to see, hear, and understand the presentations. But those attendees paid to attend the conference and shall we say… connect, share, and learn? How can they learn when they can’t read the slide? How can they connect when the speaker contact information is tiny and hard to distinguish from the background? When we use slide templates that don’t work for those attendees, we are basically saying that they don’t matter and aren’t our “real” audience. Do we really want to be just another conference that discriminates against these people and makes them feel unwelcome? No one is purposefully doing this, but our ignorance/thoughtlessness about accessibility still creates that experience for them, whether or not we meant to do so.
Attendees don’t have to have a diagnosed “official” disability to benefit from slides that present information clearly. How many of us just have aging eyes? We can all appreciate when we end up seated at the back of a large conference room and can actually read the slides. Non-native English speakers may appreciate being able to clearly and quickly read slide content as they have to take more time/effort to process information written in English. We all get distracted by our phone/laptop/tablet/watch/neighbor during conference sessions, and it’s nice to be able to refocus on the presentation by focusing on the visual content while we listen to the speaker. But we can’t do that when the speaker’s slides are distracting us from the good information or are just plain hard to read. Slide templates are just one part of the presentation, but they can help set a standard that provides a good, inclusive experience for all attendees.
And what’s going to be better marketing for a conference: slide templates that are hard to read but use the right colors and logos, or attendees that have a great experience and learn a ton and tell their friends and coworkers all about it?
How do we fix it?
There are several basic things we can do to fix our templates to make them more accessible and more engaging (and still on brand for the conference). Here is a (non-comprehensive) list that organizations that create conference slide templates could start with to create accessible templates.
Even better, don’t require/request use of a slide template. Just give speakers a few intro/exit slides with necessary information and let them do what is best to communicate their intended information. It would then be the speaker’s responsibility to create accessible content, but hopefully they care enough about their presentations to do that. PASS Summit requires the use of the title and speaker bio slides (and a few other conference-related slides), but it allows speakers to design their own slides for the rest of the content.
If you have tips or opinions about creating accessible presentation content for conferences, please leave them in the comments.
I’m happy to announce that we will be holding pre-cons at SQLSaturday Denver 2018. Our SQLSaturday will be held on September 15, and full-day pre-cons will be the day before on Friday, September 14. It took us a bit longer to organize because we had to find separate space for the pre-cons. They will be held at the Parker Library (20105 Mainstreet, Parker, CO 80138) in Event Halls A & B from 9:00 am to 5:00 pm. Lunch will not be provided, but there are several restaurants within a couple miles of the venue. You can also use Grubhub, Postmates, or Uber Eats to have food delivered. Pre-con registration will be $125.
If you would like to be considered to deliver a pre-con at SQLSaturday Denver, please complete this form by July 15.