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2-Day Communicating Data Through Storytelling for Business Impact
This 2-day course, Communicating Data Through Storytelling for Business Impact, is designed to bridge the gap between data analysis and effective communication. Participants will learn how to transform raw data into meaningful narratives that are easy to understand, engaging, and persuasive. By combining principles of data visualization, business context, and storytelling techniques, this programme equips learners with practical skills to present insights with clarity and confidence.
Through hands-on activities, real-world case studies, and guided practice, participants will discover how to structure their message, highlight key insights, and tailor their story to different audiences. By the end of the course, they will be able to turn data into powerful stories that support better decision-making and create measurable business impact.
Pre-Requisites:
- Basic Excel knowledge
- No coding required
- Participants must bring a wifi-enabled laptop (Windows only, no Macbooks) with Excel 365 / 2019 / 2021 and Power BI Desktop (free) installed
- Web-Based AI tools: (ChatGPT, Gemini, Colab, NotebookLM, etc.)
Objective & Outline below:
- Items without dark blue indicate content for a 1-day course.
- Items highlighted in dark blue indicate content for a 2-day course.
Through hands-on activities, real-world case studies, and guided practice, participants will discover how to structure their message, highlight key insights, and tailor their story to different audiences. By the end of the course, they will be able to turn data into powerful stories that support better decision-making and create measurable business impact.
Pre-Requisites:
- Basic Excel knowledge
- No coding required
- Participants must bring a wifi-enabled laptop (Windows only, no Macbooks) with Excel 365 / 2019 / 2021 and Power BI Desktop (free) installed
- Web-Based AI tools: (ChatGPT, Gemini, Colab, NotebookLM, etc.)
Objective & Outline below:
- Items without dark blue indicate content for a 1-day course.
- Items highlighted in dark blue indicate content for a 2-day course.
Objective
Learning Outcomes
- Turn data into compelling business narratives
- Design effective charts and dashboards
- Communicate insights clearly to stakeholders
- Build executive dashboards
- Combine storytelling + AI insights
- Present data persuasively
Outline
1 Introduction to Data Storytelling
- What makes a good story
- Common mistakes executives make
- Action: Lecture
2 Understanding Your Audience
- Tailoring insights
- Executive vs operational views
- Action: Discussion
3 Visualisation Principles - Chart selection
- Avoiding clutter
- Colour usage
- Action: Demo
4 Excel Storytelling - Charts, pivot tables
- Quick dashboards
- Action: Hands-on
5 Power BI Storytelling - Interactive dashboards
- Drill-down features
- Action: Demo
6 Presenting Insights - Structuring a narrative
- Executive summary techniques
- Action: Practice
7 Advanced Dashboard Design
- KPI selection
- Layout strategies
- UX design
- Action: Workshop
8 Power BI Deep Dive - DAX basics
- Data modelling
- Advanced visuals
- Action: Hands-on
9 Storyboarding Techniques
- Structuring presentations
- Before/after storytelling
- Action: Practice
10 AI-Assisted Storytelling
- Using AI to generate narratives
- Automating summaries
- Action: Demo
11 Persuasion Techniques - Framing insights
- Influencing decisions
- Action: Role-play
12 Capstone Presentation - Build dashboard + story
- Present to “executive panel”
- Action: Presentation
- What makes a good story
- Common mistakes executives make
- Action: Lecture
2 Understanding Your Audience
- Tailoring insights
- Executive vs operational views
- Action: Discussion
3 Visualisation Principles - Chart selection
- Avoiding clutter
- Colour usage
- Action: Demo
4 Excel Storytelling - Charts, pivot tables
- Quick dashboards
- Action: Hands-on
5 Power BI Storytelling - Interactive dashboards
- Drill-down features
- Action: Demo
6 Presenting Insights - Structuring a narrative
- Executive summary techniques
- Action: Practice
7 Advanced Dashboard Design
- KPI selection
- Layout strategies
- UX design
- Action: Workshop
8 Power BI Deep Dive - DAX basics
- Data modelling
- Advanced visuals
- Action: Hands-on
9 Storyboarding Techniques
- Structuring presentations
- Before/after storytelling
- Action: Practice
10 AI-Assisted Storytelling
- Using AI to generate narratives
- Automating summaries
- Action: Demo
11 Persuasion Techniques - Framing insights
- Influencing decisions
- Action: Role-play
12 Capstone Presentation - Build dashboard + story
- Present to “executive panel”
- Action: Presentation
Who should attend
Business professionals, analysts, managers, and decision-makers who work with data and want to transform insights into compelling stories that drive business impact.
Methodology
Example
Analogy
Think of:
- Raw sales data → transform into:
- “Why revenue dropped in Q2”
- Clear storyline + visuals
Analogy
Think of:
- Data = Ingredients
- Visualisation = Cooking
- Storytelling = Serving the dish beautifully
Testimonials
Word Cloud: informative, engaging, useful info, insights
“Bernard is a very patient teacher, he was happy to repeat his explanations or simplify his explanations should he be required to”
“Able to share detailed examples during the class”
Average of >4.9 stars out of 5 stars
Bernard is a committed and knowledgeable trainer
A valuable learning experience for me & allow me apply it in work.
Session well organised and easy to follow .
Bernard was knowledgeable and explained contented clearly with practical examples.
The session was effective and overall.
Bernard is friendly and able to draw attention from the participants.
Bernard was knowledgeable and engaging. He customised the course to meet the needs of our group.
The workshop was well-structured with a good mix of concepts, real-world examples, and discussion. The materials were clear and useful, and the hands-on elements helped reinforce learning rather than being purely theoretical.
Bernard Peh demonstrated strong knowledge of the subject and explained complex concepts in a clear, accessible manner. He encouraged participation, responded thoughtfully to questions, and shared practical perspectives from real business scenarios, which made the session engaging and relevant.
Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption
Workshop is very fast paced, would be good that it’s extended to 2 days so that trainees can go deeper or broaden on day 2
Bernard has alot of knowledge and is willing to share, to encourage and enable learning in a fun and engaging environment
Learnt quite a lot of stuff applicable to work.
Bernard was able and willing to share as much as he could. He takes efforts to endure that we can learn at a suitable pace and regularly check in if we are able to keep pace to the lesson.
Bernard is able to cover both the breath as well as depth of a subject that he covered. He was also able to provide actionable insights using tools that are currently available.
Bernard was knowledgeable and engaging. He customised the course to meet the needs of our group.
“Bernard is a very patient teacher, he was happy to repeat his explanations or simplify his explanations should he be required to”
“Able to share detailed examples during the class”
Average of >4.9 stars out of 5 stars
Bernard is a committed and knowledgeable trainer
A valuable learning experience for me & allow me apply it in work.
Session well organised and easy to follow .
Bernard was knowledgeable and explained contented clearly with practical examples.
The session was effective and overall.
Bernard is friendly and able to draw attention from the participants.
Bernard was knowledgeable and engaging. He customised the course to meet the needs of our group.
The workshop was well-structured with a good mix of concepts, real-world examples, and discussion. The materials were clear and useful, and the hands-on elements helped reinforce learning rather than being purely theoretical.
Bernard Peh demonstrated strong knowledge of the subject and explained complex concepts in a clear, accessible manner. He encouraged participation, responded thoughtfully to questions, and shared practical perspectives from real business scenarios, which made the session engaging and relevant.
Bernard selected apps that are user friendly and easy for trainees to try use which greatly enable learning and continued adoption
Workshop is very fast paced, would be good that it’s extended to 2 days so that trainees can go deeper or broaden on day 2
Bernard has alot of knowledge and is willing to share, to encourage and enable learning in a fun and engaging environment
Learnt quite a lot of stuff applicable to work.
Bernard was able and willing to share as much as he could. He takes efforts to endure that we can learn at a suitable pace and regularly check in if we are able to keep pace to the lesson.
Bernard is able to cover both the breath as well as depth of a subject that he covered. He was also able to provide actionable insights using tools that are currently available.
Bernard was knowledgeable and engaging. He customised the course to meet the needs of our group.
Profile of Bernard Peh
Principal Trainer | ACLP Certified | ICF Certified | Data & AI Scientist | Finance & Investment Expert | Senior Fund Manager
Bernard Peh is a Master Trainer, Curriculum Designer, published author, and Hedge Fund Manager with over 25 years of combined experience spanning Data Science and Financial Investments. He specializes in AI, Microsoft 365 Copilot, Power BI, Data Analytics, and workplace automation, helping organizations translate advanced technologies into practical, high-impact business outcomes.
With 15 years of experience as a Financial Services Director across multiple advisory firms, Bernard brings deep real-world industry expertise into his training, particularly in financial analytics, investment strategy, and hedge fund management. He is currently a Senior Partner at BigDataVC, where he co-leads AI- and data-driven investment initiatives powered by predictive analytics.
As an ACLP-certified trainer, Bernard has designed and delivered WSQ, IBF, and SkillsFuture-funded programmes across eight major Accredited Training Organizations (ATOs) in Singapore. Since 2018, he has trained many professionals, earning consistently high learner satisfaction scores for his ability to simplify complex concepts and deliver highly practical, business-relevant learning experiences.
He is also a sought-after keynote speaker and thought leader in Data Science and Investment Strategy, known for bridging the gap between technical analytics and strategic decision-making.
Key Career Highlights
- ACLP-Certified Master Trainer: Developed and delivered WSQ-aligned programmes across 8 leading ATOs in Singapore
- Senior Partner, BigDataVC: Co-leading data-driven investment strategies using AI and predictive analytics
- Financial Services Leader (15 years): Former Director in four leading financial advisory firms in Singapore
- 25+ Years in Data Science & Analytics: Applying advanced analytics to drive business and investment decisions
- Keynote Speaker & Author: Recognized thought leader in Data Science, AI applications, and Investment Strategy
Technical Expertise
- Artificial Intelligence (AI) & Prompt Engineering
- Microsoft 365 Copilot & Power Platform
- Power BI & Data Visualization
- Python, SQL, C / C++
- Microsoft Excel (Advanced)
- Data Science & Predictive Analytics
- Financial Advisory, Investment Strategy & Hedge Fund Management
- Leadership & Business Decision-Making Analytics
