The messy, very human overlap of data with the real world.

Nothing matters more than the last mile between data and human beings.

This whole thing started with one tagline — Data + Design — and that's what I want to get back to. I'm moving from "Excel person" to… something a little broader and weirder.

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PlateUS Hurricanes — wind class isn't the same as human cost.
Contents

Nine notes, four movements.

IThe Last Mile+
Data only means something once it reaches a person.
01Data doesn't exist in a vacuumit exists in context.2 minEssay 07Meet people where they aredesign and data are one discipline.2 minEssay
IIInside the Machine+
How data-driven orgs actually run — and a stance on AI.
02Inside data-driven orgsmost data work is small data.3 minEssay 06On the machinesI'd rather give it away.2 minEssay
IIIDesign Is the Argument+
The contrarian craft that gets data used.
03Design is not decorationugly dashboards don't get used.2 minEssay 04The data-driven fantasypeople love maps.2 minEssay 05A few strong opinionsin defense of the pie chart.2 minOpinions
IVThe Human Overlap+
Where the numbers meet a real life — and mine.
08The messy, human overlapwhat sits outside the spreadsheet.3 minEssay 09The weird experimentsroasting coffee with the sun.2 minLab

Every word below is Josh's own — from his videos, newsletters, and notebooks.

I
The Last Mile
Data only means something once it reaches a person. Start there.
Ch. I01over-explain, don't under-explain
The foundation

Data doesn't exist in a vacuum.

It exists in context.

Working with data is as much an exercise in communication as it is an exercise in applying your technical skills.

A proxy, not the truth

The data we work with does not exist in a vacuum. It is being interpreted by human beings, and human beings are inherently irrational. We are affected by biases and emotions.

Data is a proxy for the truth, not truth itself. We use data to try to smooth over how complex and contextual real problems are, but that means we inevitably don't get the full picture. If someone can't tell me what they don't know and can't articulate the limits of the data, I'm not going to trust what they say they do know.

The last mile

Nothing matters more than the last mile between data and human beings. I've seen millions of dollars spent on incredible analysis that never gets used because someone didn't consider how to communicate with their audience. You need to understand the people using the data first.

That isn't a nice-to-have. It is the bare minimum.

Ch. I07know the limits of what you measure
People first

Meet people where they are.

Not where we want them to be.

We're not trying to eliminate all human biases and emotions from the process of using our data. We're trying to accept that it's there and work with it, not against it.

One discipline

People sometimes create a false dichotomy in which design and data exist in separate worlds. They do not. There is nothing but overlap in these disciplines.

The rare skill

Technical data skills are common; common sense is not. I've never had a problem finding people who can use Excel, write Python, or handle complex SQL. The real struggle is finding people who understand the context of the data — where it comes from, why we track it, what it actually can (and cannot) tell us.

Fig. 07World Languages — every audience has its own.

There's never a perfect KPI. The person missing their target might be the exact reason three others are hitting theirs.

II
Inside the Machine
How data-driven organizations actually run — and why I'd give my tools away.
Ch. II02
Inside data-driven orgs

What being data-driven actually looks like.

There is no one right way. It depends.

Your mid-level management will tell you that there is only one right way to work with data.

It depends

No matter what they call "the right way," it is never that simple. The right tool for the job is the one that gets the right people the data they need when they need it. Sometimes that's Excel, sometimes it's PowerBI, sometimes it's something else entirely.

I have yet to find an organization that made a successful transition to a single BI tool and was able to leave spreadsheets behind. I have found many that wasted a ton of money and time trying.

Purists vs. realists

People fall into two camps. Data purists have really strong fundamentals — but they often don't have a deep operational understanding of your business; let them run the report and there's a good chance you end up with a really cool, actionable report that never gets used. The realists may not have deep data principles, but they understand how your business runs. They're the ones who save you from rolling out a report nobody touches.

Small data is most data

You can do a lot with very little data. People aren't going to tell you that — they're going to tell you big data is the only way. But the reality is that most data analysis is small data, little data sets being used in Excel.

1,000:1For every one person doing "big data," a thousand are just trying to get the two dozen rows they need to do their job.
Fig. 02Adoption is slow, uneven, human — never a clean curve.
Ch. II06I don't own my audience — I rent it from the algorithm.
On the machines

I'd rather give it away than watch one brand own it.

A timer is ticking on the defensibility of my work.

A couple recruiters reached out to have me review Excel outputs from LLMs. I wasn't interested, but I definitely felt a bit of a cold sweat.

The timer

It took five minutes of research to find out they were working with one of the two big AI brands — and then to get hit by the realization that there was a timer ticking down, much more quickly, on the defensibility of my work.

Nothing to protect

I offered to license training data to them, to no avail. What I've come to is that there's not much to be done that's going to protect my work. I send out tens of thousands of free files every month — everything is out there already. Plus my whole brand is sort of built on teaching people how to replace me and my work.

But I had another thought: what if I just beat them all to it? I'd rather everyone get it for free than have any single brand monopolize it.

III
Design Is the Argument
The contrarian craft of getting data understood, trusted, and actually used.
Ch. III03
Why design

Design is not decoration.

It's about building things that are useful.

Design is a hugely overlooked element, and people really want it. It's not just about looking good — it's about building things that are useful.

Data never speaks for itself

All data presentation is a form of communication design, and the goal is to help the data communicate more clearly, not to obscure it. The idea that data can "speak for itself" is a myth — all data is presented in some context, with some visual choices, and those choices either help or hurt communication. The question isn't whether to make design choices, it's whether to make them intentionally.

Credibility is visual

A report that doesn't get used isn't of any value, no matter how good of a report it is. People make a lot of assumptions about the credibility of the data they're seeing based off of how well designed it is, how well laid out it is. We might not want it to be that way, but that's the way it is. People are irrational creatures, and we have to consider that.

Clearthe message is obvious.
Honestit doesn't mislead.
Usefulit supports a decision.

The best report in the world will have zero impact if nobody uses it.

Ch. III04people love maps
A little honesty

The data-driven fantasy.

People love maps.

I've been thinking about geo charts. They're much maligned — and oftentimes I agree. But I still put one in everything I build. And there's a reason for that.

The test

I've done a bunch of testing across my dashboard projects. When I include a geo chart in one version and leave it out of another, the version with the geo chart just gets used way more often. It's not that people use the geo chart more — they just use the whole report more.

The fantasy

People picture being data-driven as that scene in Minority Report where the guy's got the gloves on, moving things around the screen. Or they think of the NORAD command center. Geo charts fit into that picture in their head of what being data-driven looks like.

It's an emotional choice more than a logical one.

Fig. 04Global Migration Flows — a map you can't look away from.
Ch. III05
For the record

A few strong opinions.

The takes I get hate mail for — and use anyway.

I know people hate pie charts. I know people hate donut charts. Don't hate them — they're amazing. They just need to be used in the right circumstances. And I get vitriolic hate messages when I use them. That just makes me want to use them more.

I call it data analyst syndrome: a lot of people with formal data training have very rigid ways of presenting their data — rooted in strong principles, but that often don't reflect the reality of how humans interpret it.

A lot of folks in data are allergic to any kind of style or frills. I've gotten thousands of comments about this from analysts. And oftentimes that's a little out of touch. Your audience is not other data scientists — it's normal people that work at a company.

Everybody and their grandma is making Excel formula bots right now — little AI robots using ChatGPT. Y'all need to stop paying to have an AI write formulas for you in Excel, Google Sheets, and SQL. Everything to do it is totally free.

Dark or light theme? Across most of the research I've reviewed, light themes have better legibility. If the goal is quick comprehension — a working tool — go light. If the goal is the "wow factor," dark may be better. Preference and performance are two different things.

IV
The Human Overlap
The smallest dot can be the biggest story. Where the numbers meet a real life — including mine.
Ch. IV08
The bigger picture

The messy, human overlap.

We forget how much sits outside the spreadsheet.

We optimize metrics and KPIs and slowly drift away from the messy, human reality those numbers were supposed to represent in the first place.

When the data is out of touch

Nothing better illustrates how out of touch our data analysis is from the actual human experience than people saying "the data says we're better off than ever" when folks are more anxious and unwell than ever. It's like economists saying the economy is strong when it's only strong for a very small group of privileged people.

Don't invalidate experience

When data is used to invalidate a human experience or human emotions, it's usually a sign that there is more research to be done. These studies typically miss the point of the actual thing people are reporting in the first place.

The realm of design

All the data that we work with has to interface with reality, and the way humans interpret reality is highly subjective. Being technically proficient, or just understanding statistics, is not enough. We also have to understand people — and that is the realm of design.

Fig. 08California Wildfires — I built this one.

The fire that burned my family home is barely noticeable in these visuals.

Ch. IV09
Off the clock

The weird experiments.

Off the clock, the play is the process.

solar coffee

I'd love to talk about life abroad, art, creative writing, and all my weird experiments — currently roasting coffee with the sun using a giant parabolic mirror.

procrastination art

Procrastinated so hard that I made an Excel bubble chart generate CMYK dot-matrix prints… of my cat.

watching graphs

Genuinely curious what percentage of Obsidian's success comes down to the node graph being a joy to watch when it updates. I had it tag a bunch of old notes and watched the thing on loop.

bob ross energy

"You're like the Bob Ross of Excel" — probably my favorite comment. And we all know there are no mistakes, just happy little accidents.

mr. gradient

I've been unironically called Mr. Gradient many times because of my use of gradients in dashboards.

the happy accident

I posted a video of myself holding a cat and talking about Excel. It went viral — 4.4 million views and 300,000 followers. You don't need a plan, you just need to start.

The funny thing about searching for the best possible place is that it tends to be wherever you decide to start making the best out of things.

Fig. 09The Cost of Life Abroad — why I live where I live.
Index of Plates
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Colophon
Joshua Cottrell-Schloemer
Who this is for

Making data actionable requires a deep understanding and genuine care for the people who interact with it. I help brands care.

My best projects have all been untangling tricky data-communication challenges. Maybe you have some big, messy, confusing data — or a new type of data altogether — that you're struggling to simplify for your audience. That's my jam.

More importantly, you get genuinely good vibes and a pleasantly contrarian perspective on most data problems.

I'm trying to build something that's creatively honest and financially sustainable — which means following what feels inspiring, not just what the algorithm prefers.

Editor
Joshua Cottrell-Schloemer
Currently
Chiang Mai — roasting coffee with a parabolic mirror
Find me
@BigExcelEnergy
Portfolio
bigexcelenergy.com →
~ Josh
Data + Design