PSI Connect

Data and Visualisations for Consultants
Learn to understand data and create visualisations in Excel
Service Description
Data and Visualisations for Consultants is a practical, 1-on-1 beginner session designed to help consultants and business professionals build confidence using data to support decision-making. You’ll learn how to identify useful data sources, understand basic data types, and choose visualisations that make your message clear rather than confusing. The session focuses on real consulting scenarios, using common tools such as Excel to create charts and visuals that stand up in client meetings, board packs, and internal updates. We explore what makes a visualisation effective, how to avoid common design mistakes, and how to use simple visual techniques to highlight the story behind the numbers. Delivered by PSI Connect’s experienced consultants, this session blends technical foundations with communication skills so participants can use data with clarity, purpose, and influence. After 2-3 sessions, you will be able to: - Recognise common data types and choose appropriate visualisations - Use tools like Excel to create clear, professional charts and tables - Apply simple design principles to make visuals easy to read and interpret - Spot misleading or cluttered visuals and improve them - Use visuals to support key messages in presentations and reports Recommended learning pathway: - Take Data and Visualisations for Consultants alongside Data Analytics for Consultants - Follow on with Data Storytelling in Power BI to build advanced, interactive data stories
Cancellation Policy
To cancel or reschedule, we require 24 hours of notice. In the case of a no show or late cancellation, you will be charged the full fee. Please see the full terms and conditions in our policy before booking: https://95dd33f1-5944-4d9f-a7ae-7ba2d1e07900.usrfiles.com/ugd/95dd33_8639d7431243445fadf67ec5887b82af.pdf
Contact Details
engage@psiconnect.org