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Glossary

What is data storytelling?

Data storytelling is a method with which companies prepare the results of a data analysis so that recipients understand them quickly and derive decisions from them. To do so, data storytelling combines data, a clear narrative structure and suitable visualizations. The method solves a common problem in reporting: reports provide many figures but no clear statement. In DeltaMaster, Bissantz relies on key messages, comments and a consistent notation instead of staged presentations.

AT A GLANCE

At a glance

  • Combines data, narrative structure, and visualization into a single message.
  • The main goal is a decision or an action, not entertaining the audience.
  • Data analysis searches for insights; data storytelling conveys them.
  • In management reporting, orientation, causes, and signals matter more than dramaturgy.
  • DeltaMaster supports data storytelling with clear coloring, comments, graphical tables, and AI-generated short texts.

What would you like to know about Data Storytelling?

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DEFINITION

Data storytelling definition

Data storytelling refers to the preparation of data analyses as a comprehensible line of argument with a beginning, a key message, and a conclusion. A data story answers not only the question "What do the figures show?" but also "What does that mean?" and "What do we do now?".

The best-known model comes from analytics expert Brent Dykes. He describes data, narrative, and visualization as the three central elements of data storytelling, which only unfold their effect in combination. A visualization alone is therefore not yet a data story.

In a corporate context, data storytelling sits between data analysis and decision. Controllers, analysts, and business departments use the method to prepare results in an understandable way for management, the executive board, or the supervisory board.

„Since we prepare our monthly reports with DeltaMaster as a data story, the sales management recognizes the decisive variance on a single page. The action title and the comments lead us directly to the cause instead of through 40 KPIs.“
Head of Sales Controlling
Industrial company
BACKGROUND

What do companies need data storytelling for?

Companies benefit from data storytelling when reports are complete but do not trigger a decision. Typical symptoms are report piles, long meetings with fundamental discussions about figures, and recipients who overlook the decisive variance.

In its projects, Bissantz observes: many companies do not have a data problem but a communication problem. The data is available in the data warehouse, but the key message gets lost in the mass of KPIs.

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BACKGROUND

What is the main goal of data storytelling?

The main goal of data storytelling is a well-founded decision or action on the part of the recipient. Effective data stories, used correctly, can influence decisions and initiate change.

This results in three sub-goals: the recipient should grasp the key message quickly, understand the cause, and recognize the next measure. Entertainment or aesthetic effect is not a goal.

Bissantz holds a clear position here: data visualization for business intelligence should not entertain executive boards with journalistic data storytelling, but show where targets were met or missed, analyze causes, and provide signals. For reporting, data storytelling is therefore a tool for orientation, not for staging.

COMPARISON

What is the difference between data analysis and data storytelling?

Data analysis searches for insights in data, data storytelling conveys these insights to decision makers. Analysis is exploratory and open, data storytelling is explanatory and focused on a single statement.

CriterionData analysisData storytelling
Guiding questionWhat is in the data?What does it mean, and what do we do?
ApproachExploratory, open-endedExplanatory, focused on a core message
Target audienceAnalysts, controllersmanagement, departments, committees
ScopeMany hypotheses, many analysesFew, selected pieces of evidence
ResultInsightDecision or measure
Typical methodsData mining, variance analysis, root cause analysisCore message, narrative structure, annotation, commentary

Both disciplines build on each other. Without sound analysis, the data story lacks a foundation. Without data storytelling, a good analysis often remains without impact.

The people shown were generated with artificial intelligence and are fictitious.

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BACKGROUND

What are the 6 elements of data storytelling?

The six elements of data storytelling denote the essential elements of a data story: data foundation, core message, explanatory focus, linear sequence, dramaturgical elements, and visual anchors.

ElementMeaningImplementation in reporting
1. Data foundationThe statement is based on verified facts.Uniform data basis, verified data quality
2. Core messageOne central insight instead of many details.Meaningful report title as the core message
3. Explanatory focusExplain the how and why, not just the what.Reveal causes, for example via drill-down
4. Linear sequenceEvidence builds up step by step.Report booklet from overview to detail
5. Dramaturgical elementsProvide context: what came before, why is it relevant?Prior-year and plan comparison, time series
6. Visual anchorsVisualizations support the narrative but do not replace it.Graphical tables, sparklines, color signals

Charts should illustrate the story but not tell it on their own. In controlling, this means: a report without a core message and commentary remains a collection of numbers.

APPROACH

What steps does data storytelling involve

Data storytelling follows a clear process from the question to the recommendation for action. The sequence prevents visualizations from being created before the statement is established.

StepGuiding questionResult
1. Clarify audience and occasionWho decides about what?Clear addressee and decision need
2. Check and analyze dataAre the figures complete and correct?Verified analysis results
3. Formulate the core messageWhat is the one most important insight?One sentence that carries the statement
4. Select and order evidenceWhich figures support the statement?Logical sequence from overview to detail
5. Choose the presentationWhich form shows the statement most clearly?Table, graphical table, time series
6. Derive a recommendation for actionWhat follows from this?Concrete measure with a responsible person
7. Review and reduceWhat can be removed without harming the statement?Concise, focused report

The most important step is the core message. Anyone who cannot formulate it in a single sentence has not yet completed the analysis.

TECHNIQUES

What techniques are there in data storytelling

Data storytelling uses techniques for structure, text, and visualization. The following overview shows common techniques and their benefit in business intelligence.

TechniqueDescriptionUse in controlling
Action titleThe heading states the core message instead of just the topic.“Revenue gap is due to the South region” instead of “Revenue October”
Pyramid principleFirst the conclusion, then the reasoning.Board proposals, management summary
Data storytelling arcNarrative arc of initial situation, rising insights, key insight, and solution.Project and strategy presentations
Martini-glass structureFirst a guided narrative, then free exploration by the user.Interactive reports with drill-down
Annotation and commentaryShort texts explain anomalies directly on the report.Variance comments in the monthly report
Emphasis through colorColor only for signals, for example red and blue for negative and positive variances.Plan-actual comparison
Small multiplesIdentically structured small charts allow direct comparisons.Regions, product groups, stores
From overview to detailFirst the overall view, then the causes at deeper levels.Cost centers, customers, items

Bissantz explicitly recommends a restrained color choice, since the eye distinguishes red and blue more easily than red and green for physiological reasons. Uniform color rules are a technique of data storytelling because recipients recognize signals without a legend.

MISTAKES

What mistakes often occur in data storytelling

The most common mistakes in data storytelling arise when form becomes more important than the statement. The following table shows typical mistakes and how companies avoid them.

MistakeConsequenceHow you avoid the mistake
No core messageRecipients have to search for the statement themselves.Give every report an action title
Chart first, statement laterThe presentation determines the message.Formulate the core message before the visualization
Selecting data to fit the storyBiased decisions, loss of trustConduct the analysis open-endedly, check counter-evidence
Too many colors and effectsSignals get lost in the decoration.Use color only for variances
Dramaturgy instead of orientationPresentations entertain but do not clarify.Put objectives, variances, and causes at the center
Inconsistent presentationEvery report has to be read anew.Define uniform notation and scaling
No recommendation for actionThe insight remains without consequence.Name the measure and the responsible person in the commentary

A particularly critical mistake is selective data selection. Anyone who uses data only to confirm a preconceived opinion is engaging in opinion-making, not data storytelling.

EXAMPLES

Application examples: where is data storytelling used?

Data storytelling is used in many areas of controlling. The following examples show how clear key messages make decisions easier.

Sales controlling

Variances in revenue are traced back to their cause, for example when a decline is mostly attributable to a few key accounts. Sales management recognizes the need for action on a single report page. Typical core message: “80 percent of the revenue decline is attributable to two key accounts.”

Financial controlling

Liquidity and days sales outstanding are prepared as a clear statement. This makes it visible whether a metric has been deteriorating over several months. Typical core message: “Liquidity is sufficient, but days sales outstanding have been rising for three months.”

Purchasing controlling

Rising material costs are assigned to individual suppliers. The core message shows where negotiations or alternatives should start. Typical core message: “Material costs are rising primarily due to one supplier.”

HR controlling

Turnover patterns are made visible, for example a concentration in the first year of employment. Targeted measures can be derived from this. Typical core message: “Turnover is concentrated in the first year of employment.”

Management reporting

For management, the executive board and the supervisory board, results are prepared as a line of reasoning with a key message and a recommended action. Meetings address measures instead of the search for variances.

Where would you like to use Data Storytelling?

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Practical example: data storytelling in the monthly report with Bissantz

A typical scenario from sales controlling shows how data storytelling works with DeltaMaster from Bissantz. The figures are illustrative.

Starting situation: The monthly revenue of an industrial company is 4 percent below plan. The previous report lists 40 KPIs, and sales management does not recognize the cause.

Analysis: The controller investigates the variance in DeltaMaster, from total revenue across regions down to individual customers. The navigation methods reveal that the gap arises almost entirely in the South region, caused by two major customers with postponed orders.

Preparation as a data story:

ElementImplementation in DeltaMaster
Key messageAction title: "Revenue gap arises in the South region due to two postponed major orders"
ContextGraphical table with plan, actual, and prior year per region, supplemented by sparklines for the twelve-month trend
SignalRed and blue mark negative and positive variances
EvidenceLinked detail report with the affected customers
ActionComment: clarify delivery dates with both customers by month-end
TimelinessDynamic report summaries adjust automatically at the next monthly close

AI support: With AI reporting in DeltaMaster, comments are created partly automatically. The AI prepares the key messages of the reports as easy-to-understand short texts, and the Deterministic Analytics Engine provides all AI-determined KPIs with an audit trail. The data story thus remains verifiable.

Result: Sales management grasps the cause on one report page instead of in 40 KPIs. The meeting addresses the measure, not the search for the variance.

FunctionBenefit
Action title as the key message the report title names the central insight instead of just the topic
Graphical tables and sparklines plan, actual and prior year including trend can be grasped at a glance
Color signals in red and blue negative and positive variances are recognizable without a legend
Comments and annotations causes and measures appear directly on the report
AI-generated short texts with an audit trail key messages are created automatically and remain verifiable
„The uniform notation and the color signals make our reports instantly readable, without us having to discuss the figures first in every meeting. The AI-generated short texts with an audit trail save us time and remain verifiable.“
Head of Financial Controlling
Food producer
FAQ

Frequently asked questions

What is data storytelling explained simply?

Data storytelling, explained simply, means: explaining figures so that everyone immediately understands what happened, why it happened and what needs to be done now. Bissantz describes data storytelling in reporting as a combination of a clear key message, a few suitable figures and a short comment.

Is data storytelling manipulative?

Data storytelling is not manipulative as long as the analysis is conducted with an open outcome and the presentation reflects the data correctly. Bissantz warns against techniques from media opinion-making, such as distorted axes or selective data selection, and recommends a consistent, rule-based notation for data storytelling in controlling.

Do controllers need data storytelling?

Controllers benefit from data storytelling because their reports prepare decisions and do not merely deliver figures. Bissantz supports controllers with DeltaMaster in analyzing variances, formulating key messages as action titles, and adding comments to reports.

Can AI handle data storytelling?

AI can handle parts of data storytelling, such as identifying important variances and formulating short texts. In DeltaMaster's AI reporting, Bissantz relies on Explainable AI with an audit trail, so that every AI-generated statement in data storytelling is based on verifiable KPIs.

What is the difference between dashboards and data storytelling?

A dashboard shows the current state of many KPIs for ongoing monitoring; data storytelling explains a specific insight with its cause and a recommended action. At Bissantz, the two complement each other: the dashboard in DeltaMaster or the DeltaApp shows the variance, and the commented report folder provides the data story to go with it.

SUMMARY

Summary

Data storytelling combines data, narrative structure, and visualization so that analysis results turn into decisions. In management reporting, the key message, cause, and recommended action matter more than dramaturgy. Bissantz supports data storytelling with DeltaMaster through meaningful coloring, comments, graphical tables, dynamic report titles, and AI-generated short texts with an audit trail.

Turn stacks of reports into clear data stories

No more endless report piles that no one wants to work through. With analysis and reporting software from Bissantz, you turn data from all source systems into clear data stories that reveal the need for action more transparently than ever before.

Reporting with Bissantz