Market Research Data: Dashboards and Storytelling
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Market Research Data: Dashboards and Storytelling
This course is part of Market Research Analyst: AI, Power BI, SurveyMonkey skilled Professional Certificate
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What you'll learn
Design clear, impactful data visualizations and create interactive dashboards in Power BI using best practices.
Learn to blend multi-source data into a single, interactive dashboard to enhance clarity and user engagement.
Craft compelling narratives that connect data to business strategy, supporting executive decision-making effectively.
Automate and validate reporting processes to improve stakeholder communication and ensure data accuracy and consistency.
Skills you'll gain
- Data Visualization
- Storytelling
- Target Audience
- Market Analysis
- Data Analysis Expressions (DAX)
- Market Data
- Data Validation
- Data Presentation
- Data Visualization Software
- Business Intelligence
- Report Writing
- Presentations
- Interactive Data Visualization
- Dashboard Creation
- Data Integration
- Data Storytelling
- Usability Testing
- Statistical Visualization
Details to know
April 2026
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There are 8 modules in this course
You will master practical visualization skills, professional dashboard-building practices, and the persuasive storytelling techniques needed to turn complex analytics into decision-ready products for stakeholders. This combined course covers rigorous chart selection logic, visual design principles (color theory, purposeful annotation, and layout hierarchy), and hands-on Power BI techniques—including Power Query for blending multi-source data and DAX for complex calculations.
You will learn to map analytic questions to effective visual encodings, test dashboard usability with simple heuristics, and iterate designs based on stakeholder feedback. The course also bridges the gap between data and action by teaching you to automate report snapshots and validate metrics against source data, ensuring your narratives remain accurate and repeatable. Labs guide you through importing survey and transactional data, building drill-through pages for deep-dive analysis, and producing usability reports. You will conclude the course by producing a portfolio-ready Power BI dashboard and an executive "Strategy Deck," demonstrating your ability to convert raw, complex datasets into intuitive visual narratives that drive organizational decision-making.
This module builds foundational data visualization skills for professionals. You'll move from guesswork to confidently selecting the right chart—comparison, composition, distribution, or relationship—to suit your specific message. Beyond selection, you'll master refinement. Learn to apply design principles that transform cluttered graphs into impactful visuals by using effective titles, strategic color, and removing "chart junk." By the end, you won't just create charts; you'll design compelling, clear visual stories that your audience understands at a glance—a vital skill for any data-driven role.
What's included
4 videos2 readings5 assignments
4 videos•Total 24 minutes
- The Four Families of Visualization•6 minutes
- How to Match a Chart to Your Goal?•7 minutes
- Why a Five-Second Test Matters?•5 minutes
- How to Declutter a Chart: A Step-by-Step Makeover?•6 minutes
2 readings•Total 13 minutes
- A Deeper Dive into Chart Families•8 minutes
- The Principles of Clear Design•5 minutes
5 assignments•Total 85 minutes
- Hands-On Learning: Chart Selection Challenge•20 minutes
- Knowledge Check: Chart Selection & Visualization Matching•10 minutes
- Hands-On Learning: Improve A Chart•15 minutes
- Knowledge Check: Chart Refinement Principles•10 minutes
- The Refined Visualization•30 minutes
This module builds sophisticated dashboard design capabilities for market research professionals, moving beyond basic charts to create tools that drive decisions. You will master usability testing to ensure dashboards are intuitive and integrate disparate data from CRMs and web analytics into a unified performance view. Using browser-based environments, you'll focus on dashboard architecture and user-centered design. You will establish usability goals, conduct peer reviews, and apply iterative processes to refine your work. Ultimately, you'll gain the skills to build interactive dashboards that enable stakeholders to explore data dynamically and make confident, data-driven decisions.
What's included
4 videos4 readings5 assignments
4 videos•Total 27 minutes
- The Real-World Cost of Poor Usability•6 minutes
- How to Test for Usability: From Goals to Action•8 minutes
- The Power of a Unified Data Story•5 minutes
- Conceptual Demo: Wiring Up a Multi-Source Dashboard•8 minutes
4 readings•Total 29 minutes
- A Framework for Usability: Clarity, Navigation, and Insight•7 minutes
- Career Focus: Leveraging Usability Skills for Advancement•7 minutes
- From Multiple Sources to a Single View•7 minutes
- Data Synthesis 101: Blending CRM, Web, and Marketing Data•8 minutes
5 assignments•Total 80 minutes
- Hands-On Learning: Evaluating a Flawed Dashboard•20 minutes
- Knowledge Check: Core Usability Principles•5 minutes
- Hands-On Learning: Designing a Multi-Source Dashboard Mockup•20 minutes
- Knowledge Check: Dashboard Design Essentials•5 minutes
- Building Your Dashboard Development Portfolio•30 minutes
This module is a lifeline for market research professionals drowning in spreadsheets. It builds essential Power BI skills to transform survey data into compelling visual stories. You'll master the interface and core techniques for creating clear, insightful visualizations that drive business decisions. Through hands-on application with real-world data, you'll navigate Report, Data, and Model views to manage the full workflow—from preparation to collaborative review. You will learn to transform raw results into interactive charts, import structured data, and publish reports to shared workspaces. This is your first step toward mastering business intelligence and revealing actionable, at-a-glance insights.
What's included
4 videos2 readings5 assignments
4 videos•Total 23 minutes
- The Power BI Advantage: From Messy Data to Your Next Career Move•6 minutes
- A Guided Tour of the Power BI Views•5 minutes
- The Story in the Numbers: Why Visualization Matters•6 minutes
- From Raw Data to First Report: A Power BI Walkthrough•5 minutes
2 readings•Total 15 minutes
- Anatomy of Power BI: The Three Core Views•8 minutes
- Building Your Survey Visualization Portfolio•7 minutes
5 assignments•Total 70 minutes
- Hands-On Learning: Navigating a Simulated Power BI Report•15 minutes
- Knowledge Check: Power BI Interface Navigation•5 minutes
- Hands-On Learning: Visualize a Customer Satisfaction Survey•15 minutes
- Knowledge Check: Survey Data Visualization And Publication•5 minutes
- Building a Power BI Survey Report•30 minutes
This module builds essential document creation skills for market research professionals. You will develop a strong understanding of report structure conventions and master techniques for creating standardized presentation slides. Through practical exercises, you will build the communication skills needed to present research findings in clear, professional formats that meet organizational standards. By the end of this module, you will be able to confidently structure formal reports and design impactful, on-brand presentations that make your data and insights shine.
What's included
3 videos2 readings4 assignments
3 videos•Total 19 minutes
- Deconstructing the Professional Report•7 minutes
- Consistency is Key: The Power of Presentation Templates•6 minutes
- How to Bring a Slide to Life with a Template?•6 minutes
2 readings•Total 16 minutes
- Your Guide to Flawless Report Structure•8 minutes
- Anatomy of an Effective Presentation Slide•8 minutes
4 assignments•Total 70 minutes
- Hands-On Learning: Outline the Quarterly Business Review•20 minutes
- Knowledge Check: Section and Sequence Check•5 minutes
- Hands-On Learning: Create a Project Update Slide•15 minutes
- Create a Report and Presentation•30 minutes
This module provides essential skills for building sophisticated, reliable reporting workflows. You'll progress from manual tasks to creating fully automated distribution systems that deliver timely insights. You will master data validation, learning to systematically verify metric accuracy against source data to ensure absolute trust in your reporting. Through hands-on activities, you'll implement efficient processes, from scheduled delivery to documenting discrepancies. This toolkit enhances reliability by mastering automation and validation. Ultimately, you'll transform your role from simply building reports to delivering trusted, actionable intelligence that drives confident, data-informed decision-making in any business setting.
What's included
4 videos2 readings4 assignments
4 videos•Total 25 minutes
- The Impact of Delayed Reports•7 minutes
- How to Design a Report Subscription Schedule•7 minutes
- When Good Numbers Go Bad: The Impact of Unvalidated Data•6 minutes
- How to Manually Validate a Key Metric?•5 minutes
2 readings•Total 16 minutes
- Understanding Automated Reporting Workflows and the Automation Advantage•8 minutes
- The Fundamentals of Data Validation, Audit Trails and Building Your Data Quality Portfolio•8 minutes
4 assignments•Total 65 minutes
- Hands-On Learning: Configure an Automated Report Delivery Schedule•15 minutes
- Knowledge Check: Automation Principles•5 minutes
- Hands-On Learning: Find the Flaw: A Data Validation Exercise•15 minutes
- Reporting Workflow and Validation Log•30 minutes
The Craft Compelling Slides module helps professionals transform complex findings into clear stories that drive action. You'll move beyond dense visuals to master three core skills: crafting message-driven headlines, aligning content with powerful evidence, and scripting concise data narratives. Through hands-on activities, you'll learn to distill a slide's single most important takeaway into an instant headline. You'll evaluate the logic between headlines and visuals, ensuring arguments are persuasive. Finally, you'll script narratives explaining why data matters. This module equips you to stop presenting data and start telling stories, making you a persuasive communicator for time-constrained stakeholders.
What's included
4 videos2 readings5 assignments
4 videos•Total 27 minutes
- The McKinsey Pyramid Principle in Action•9 minutes
- How to Rewrite a Vague Title?•6 minutes
- Making Data Speak: The COVID Dashboard Story•7 minutes
- How to Script a 60-Second Explanation?•5 minutes
2 readings•Total 13 minutes
- How to Find and Frame Your Main Point•6 minutes
- The Art of Concision: Structuring Your Narrative•7 minutes
5 assignments•Total 80 minutes
- Hands-On Learning: Headline Makeover•15 minutes
- Knowledge Check: Headline Evaluation•10 minutes
- Hands-On Learning: Script Your Data Story•15 minutes
- Knowledge Check: Narrative Essentials•10 minutes
- The Complete Slide Revamp•30 minutes
This module helps professionals move from presenting data to telling data-driven stories that influence executive decisions. You'll learn a systematic process to analyze audience needs and distill complex findings into core insights linked to strategic objectives. Here, "compelling" means explaining reasoning and implications logically, rather than using emotion. Through hands-on activities, you'll structure story arcs that frame business problems and present findings as solutions. You will refine presentation flow using feedback to ensure engagement and alignment. Ultimately, you'll transform raw data into a strategic tool that drives action and secures executive buy-in.
What's included
3 videos4 readings4 assignments
3 videos•Total 23 minutes
- From Insights to a Storyboard•8 minutes
- How Airbnb's Story Secured $600K?•8 minutes
- Refining a Jumbled Narrative•7 minutes
4 readings•Total 22 minutes
- The Story Arc: Lessons from Spotify•4 minutes
- Career Guide: Strategic Storytelling Skills•5 minutes
- The Power of Sequence: Lessons from Challenger•8 minutes
- Career Guide: The Presentation Strategy Portfolio•5 minutes
4 assignments•Total 68 minutes
- Hands-On Learning: Storyboarding Your First Narrative•15 minutes
- Knowledge Check: Audience and Structure•8 minutes
- Hands-On Learning: The Airbnb Pitch Rescue•15 minutes
- The Strategic Narrative Toolkit•30 minutes
This project challenges you to synthesize market analysis and forecasting skills into a defensible, data-driven market entry recommendation. You will transform raw data into a complete business case by sourcing and vetting information, performing a time-series forecast, and prioritizing trends using a structured scoring model. The project culminates in a portfolio-ready package, including a Market Entry Brief, a detailed Forecast File, and a one-slide Decision Summary for stakeholders. This project equips you to move beyond analysis to deliver concise, evidence-led strategic advice—transforming complex data into a clear Go, Delay, or No-Go business decision.
What's included
2 readings1 assignment
2 readings•Total 10 minutes
- Why This Project Matters•4 minutes
- Project Requirements•6 minutes
1 assignment•Total 120 minutes
- Project: Integrated Dashboard and Executive Strategy Deck•120 minutes
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Frequently asked questions
No. This course is designed to be accessible, providing step-by-step guidance on visualization and storytelling techniques for all skill levels.
You'll gain proficiency in Power BI, advanced charting techniques, presentation software, and professional reporting tools.
This course builds skills valuable in data analysis, business intelligence, market research, consulting, and strategic communication roles across various industries.
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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.
