Talks & Corporate Training

Real-world enterprise analytics turned into methods your team can use: clean the numbers, pick the right chart, work with AI and write the conclusion — so every chart is understood in seconds and drives action.

See training plansEnquire
Independent Consultant & Corporate TrainerAvailable for consulting and in-house training

Upcoming talk

Get It in One Chart: Building Your Data Storytelling Skills

Get It in One Chart: Building Your Data Storytelling Skills

Turn dense numbers into a chart people understand in three seconds

Date
Wed, 18 November 2026
Format
Online via Microsoft Teams | 2.5 hours
Host
Chinese Culture University Innovation Incubation Center
Audience
Undergraduate students

This is an on-campus talk without public registration. Interested in a session for your school or company? Get in touch.

Course summary

Structured around the six lessons of "Storytelling with Data" and built hands-on in Excel and Google Sheets with open data from 369 YouBike stations across Taipei’s 12 districts.

30 min

Part 1 | Excel is more than a calculator

  • Workflow: clean, calculate, chart, then conclude
  • Clean and summarise with TRIM, COUNTIF, SUMIF and XLOOKUP
  • Choose charts by purpose: sorted bar and tornado charts
  • Start bar axes at zero so gaps are not exaggerated
30 min

Part 2 | Simplify dense numbers

  • Five decluttering steps for default charts
  • Colour-scale heat maps that reveal hotspots instantly
  • Titles that state the conclusion, not the topic
  • One highlighted series and SPC charts to spot real anomalies
30 min

Part 3 | Let AI help your charts speak

  • What Copilot and Gemini can do in spreadsheets
  • SCR prompting: situation, complication, request
  • Three ways to verify AI-written formulas and insights
  • What data you should and should not share with AI
25 min

Part 4 | Visual logic and design

  • Colour for emphasis and grouping, not decoration
  • Three type levels and one point per slide
  • Combining key charts into a one-page dashboard
  • A 7-point checklist before you hand it in

Plus a 10-minute opening, 15-minute break and 10-minute wrap-up, with three 5-minute hands-on exercises.

Four things participants take away

01

Choose

Pick charts by comparison, trend, composition or relationship

02

Declutter

Remove noise so the point stands out

03

Conclude

Let the title tell the audience what to think

04

Verify

Always check AI-generated formulas and numbers

Course preview

Six selected slides (in Chinese). The full deck is provided to participants only.

Same data: one chart confuses, the other shows the hardest district to rent a bike in secondsSlide 2

Same data: one chart confuses, the other shows the hardest district to rent a bike in seconds

A pie chart hides second place; a sorted bar chart shows it instantlySlide 28

A pie chart hides second place; a sorted bar chart shows it instantly

Colour turns a wall of numbers into visible hotspotsSlide 39

Colour turns a wall of numbers into visible hotspots

Titles that state conclusions, not topicsSlide 42

Titles that state conclusions, not topics

Ten lines are unreadable — grey them out and highlight oneSlide 45

Ten lines are unreadable — grey them out and highlight one

Everything on one page: a dashboard layoutSlide 75

Everything on one page: a dashboard layout

After the talk: Excel practice workbook

The workbook used in the session, for following along step by step. Available after the talk — register now to receive it.

What participants say

Excerpts from anonymous post-session surveys.

6.47/ 7

Overall rating

Tableau Workshop (2025)
4.72/ 5

Expertise

Data career talk (2024)
4.70/ 5

Delivery

Data career talk (2024)
15

talks

Universities & institutions (2022–2026)
I went from never touching Tableau to building a report — hugely rewarding. The delivery and demos were so clear that no one ever felt lost.
Tableau Workshop participant
Funny, crystal-clear and perfectly on time — the first time I’ve seen a class this well-paced and this well-taught.
Tableau Workshop participant
The case studies on building a CDP and digital-behaviour customer tags showed me exactly what MarTech teams do in industry.
Data career talk attendee
The most valuable part was the generous self-study resources and the skills-spectrum analysis — the “go deep, then broad” advice is very practical.
Data career talk attendee
He explained the analytics workflow in such an accessible way that it never felt intimidating — I learned a lot.
Data career talk attendee
From the Tableau basics at the start to the more advanced techniques later on, everything was taught in detail. Thank you, Jason!
Tableau course participant

Translated from the original Chinese feedback.

Track record

Corporate AI training: AI Market Intelligence Hub

Corporate AI training: AI Market Intelligence Hub

For an international drinkware brand’s training program: a daily competitor radar and AI analyst built in one week for marketing, sales and operations — it helped the client win internal approval.

Read the case study

Corporate training plans

One method, adapted to your team’s level and goals. Reference prices (excl. tax); final quotes depend on headcount, customisation and location.

Talk

2–2.5 hours

From NT$20,000

Company-wide awareness, study groups, team sharing

  • Methods and live demos
  • Any group size, online or on-site
  • Condensed handout
Enquire
Most popular

Half-day workshop

3 hours

From NT$36,000

Teams who need to produce charts and reports

  • Talk content plus 2–3 hands-on exercises
  • Excel / Google Sheets practice workbook
  • Up to about 40 participants
Enquire

Full-day program

6 hours

From NT$68,000

Analytics, marketing and sales teams with regular reporting

  • Pre-training needs interview and custom cases
  • Full hands-on practice plus AI collaboration
  • One follow-up online Q&A
  • Up to about 30 participants
Enquire

Schools and government agencies follow their own speaker-fee standards. On-site sessions outside Taipei include travel costs.

Available topics

Data storytelling

Data prep, chart choice and decluttering in Excel / Google Sheets

Tableau visualization

A complete beginner-to-practitioner course with 300+ teaching hours

AI tools at work

NotebookLM, Gemini and Copilot for analysis

CRM & MarTech data

Data collection and use with GA4, CDPs and Salesforce

Jason Tsai

Trainer

Jason Tsai, independent consultant and corporate trainer. Former Senior Solution Engineer at Salesforce and Data Analyst (Assistant Manager) at Cathay Life Insurance; Tableau instructor at Lien Cheng Computer with 300+ teaching hours and 150+ trainees, also teaching at nSchool, Infinite Academy and X Platform.

Full experience

Corporate x University Club Projects

While at Cathay Life, I served as the business owner and mentor for two consecutive cohorts of student teams at NTU and NCCU data clubs, practising the full path from problem definition to modelling and recommendations on real business questions.

NTU Data Analytics Club (NTU DAC)

  1. 2025

    Machine-learning team: a predictive model to lift EDM performance and conversion. Business-analysis team: purchase sequences and digital behaviour of household customers across life stages.

  2. 2026

    Business-analysis and machine-learning teams: raising adoption of online policy loans, with a supporting dashboard and a demo video.

NCCU Data Analytics Club (NCCU DA)

  1. 2025

    Martech project: studying diverse visitors’ entry behaviour and modelling the best conversion paths.

  2. 2025–26

    Second-year collaboration, with the corporate project alignment meeting held in December 2025 for the new cohort.

My role：Briefing and requirement interviews, mid-term and final reviews, monthly mentor meetings, evaluation and feedback.

Only public-level highlights are shown; no internal company data is included.

Talks & teaching

Regularly invited by university clubs and institutions to speak on Tableau, data visualization, MarTech and data careers, and teaching on Lien Cheng Computer (Rookie Savior), nSchool and Infinite Academy.

  1. 2026.11
    Get It in One Chart: Data StorytellingChinese Culture University Innovation Incubation Center
    Upcoming
  2. 2025.09
    A Guide to Data Analytics Careers (7th-term career session)NTU Data Analytics Club (NTU DAC)
  3. 2025.08
    Tableau courseNCCU Data Analytics Club
  4. 2025.03
    Data careers: portfolios, interviews and MarTech in practiceNational Taipei University of Business
  5. 2025.03
    Practical Statistical ModelsNCCU Data Analytics Club
  6. 2024.12
    Judge, final presentations of corporate projectsNCCU Data Analytics Club
  7. 2024.11
    Tableau Basic and Advance workshops (two sessions)NCCU Data Analytics Club
  8. 2024.10
    Tableau Workshop (two sessions)NTU S&C Marketing Club
  9. 2024.09
    A Guide to Data Analytics Careers (6th-term career session)NTU Data Analytics Club (NTU DAC)
  10. 2024.05
    MarTech: Applications and InnovationNTU Data Analytics Club (NTU DAC)
  11. 2024.03
    Data career panel discussionNTU Data Analytics Club (NTU DAC)
  12. 2023.04
    Tableau in PracticeNTHU Consulting Group
  13. 2024.03
    Tableau Workshop (two sessions)NTU S&C Marketing Club
  14. 2023.03
    Tableau courseNTU S&C Marketing Club
  15. 2022.11
    Tableau in PracticeGoogle Developer Student Clubs, NYCU

FAQ

Can sessions be online?

Yes. Talks and workshops run on Microsoft Teams, Google Meet or Zoom, with practice files for the hands-on parts.

Do participants need Excel experience?

Basic skills (entering data, inserting a chart) are enough. Functions and AI collaboration are demonstrated from examples.

Can we use our own data?

For the full-day program, cases are designed after a needs interview using anonymised or simulated data from your context — no real personal data needed.

Planning a session for your team?

Share your team size, level and the problem you want to solve. I will reply within two business days with a recommended plan and quote.

Enquire