Templates & Cheat Sheets
One-page guides you can print, pin up or take into a meeting. Two are ready to download now.
One Page, One Job
Each of these is a single page you can print, pin up or take into a meeting. No course, no login, nothing to work through.
The two marked below are ready to download now. The rest are planned.
Five questions to ask about any number
What is counted, over what period, compared with what, how fresh it is, and what would change your mind. The cheat sheet already at the end of Data Basics, as its own page.
Choosing a chart
One page: question on the left, the visual that answers it on the right, with the three most common mistakes for each.
SQL quick reference
SELECT, WHERE, GROUP BY, HAVING, JOIN and the aggregates, with the pattern and a worked line for each.
Spreadsheet formulas that earn their keep
SUMIFS, XLOOKUP, IFERROR and the rest, with what each one is for and where people go wrong.
Requirements template
A short form for asking for a report: the decision, the measure, the dimensions, the period, and who needs it when.
Metric definition template
One page per measure: what it counts, what it excludes, the source, the owner and the date agreed. The thing that stops two reports disagreeing.
Dashboard review checklist
Ten checks before you publish: axis, sorting, labels, refresh time, colour, mobile, and whether it answers the question.
Data quality checklist
What to check before trusting a new dataset: duplicates, blanks, ranges, dates, totals against the source.
Glossary one-pager per role
The twenty terms your role uses most, on one printable page, drawn from the glossary.
Two PowerPoint Files, Free to Use
Both open in PowerPoint, Google Slides or Keynote. Edit them, print them, or drop them straight into your own pack.
Cheat sheets
Five one-page guides: five questions to ask about any number, choosing a chart, a SQL quick reference, spreadsheet formulas that earn their keep, and ten checks before you publish a dashboard. One page each, so print only the ones you need.
Download the cheat sheets (PowerPoint) →Report mock-up template
Plan a report before anyone builds it: the decision it supports, the measures and their definitions, then a canvas with the header, filter bar and footer locked and dashed areas for your KPIs, visuals and table. Ends with ten checks before you hand it over.
Download the mock-up template (PowerPoint) →Both carry the Insyt look, so a mock-up you fill in looks finished when you share it. Free to use and share, including at work.
What You Can Print Today
Two of these exist already, in other places on the site.
The Data Basics cheat sheet
Eight ideas and the five questions, on one page, with a print button that prints the sheet alone.
Open the cheat sheet →The Visualisation Guide
Forty-six visual types with what each is for and when to choose something else. Print any card, or use it on screen while you build.
Open the guide →Build Your Confidence with Data
New role-based learning and skill paths are added over time.