Data Visualization 101 - Tableau

Transcription

Data Visualization 101:Grids, Charts and DashboardsPresenter: JoniGirardi, DataSelf Founder & CEOCopyright 2017 DataSelf Corporation. All rights reserved. DataSelf is a trademark of DataSelf Corp. All other marks and images belong to their respective owners and the descriptive use of such marks and images does not indicate thatsuch respective owners are in any way connected to or endorsing DataSelf Corp or its initiatives. Comparisons mentioned here are purely metaphorical.

AgendaDesign principlesEasily understood viz typesColorsNumber and date formattingLayoutChart types: bars, lines, colors, gridsRole-focused dashboardsColor blindnessRendering dashboardsVisualizations to avoidQ&A

Visual perceptionAttentive processing31

Brain speed:Pre-attentiveprocessing(vs attentive processing)41

The Big Book of Dashboards. -dashboards1

The Big Book of Dashboards. -dashboards1

Design Principles / GuidelinesGoals of visualizationWho’s your audienceExposure frequencyExposure lengthScreen real estateExperiment, get feedback, alhost/#/views/CFODashboard/CFODashboard1

Easily Understood Visualization TypesWill you have time to teach users how to read a scattered plot?BarsLinesTablesAreasMapsLabelsPie chartsUp to a few differentdata pointsStateindicatorsBulletchartsRadio gaugestake a lot ofspace2

Color: Data-Ink RatioEdward Tufte: “Data-ink ratio" argues against using excessive decoration in visual displays of quantitative information3

Color: DistractionsTop market share?Color distraction3

Color: Legend and Consistency3

Color: Legend and Consistency3

Color: Bands and Lines3

Color: Actionable3

Number FormattingTypes: Currency, Number, Percentage4

Date FormattingTrend over time?YoY growth?4

Date and Color ChoicesTrend over time?YoY growth?4

Layout: Location, Location, LocationTalk Data to Me: Data Visualization Best Practices: https://www.youtube.com/watch?v GnMSjSWDQNk&index 15&list PL qx68DwhYA WUaY7kDq UJmirJBxrJtL5

Layout: Big Numbers, Eye-tracking10s eyetrackingThe Big Book of Dashboards. -dashboards5

Layout: Tips Avoid scrollbars Date/time stamp5

Chart Types: Bars and LinesTalk Data to Me: Data Visualization Best Practices: https://www.youtube.com/watch?v GnMSjSWDQNk&index 15&list PL qx68DwhYA WUaY7kDq UJmirJBxrJtL6

Chart Types: Colors and Dual Axis6

Charts and Grids6

Role Focused Dashboards: In the work flow7

Role Focused Dashboards7

Color BlindnessSource: -types/10% of males, 1% of femalesColors as seenwith normal visionSame colors as seen with redgreen color deficiency8

Color nals-abroad/8

Rendering Dashboards Method:Desktop, web, mobile, emailPush, self-service, alerts, in the work flow Security - with sensitive data, test it really well! Screen sizes9

Interactivity Use it wisely:Valuable for analysis and actionable dashboardsPotentially confusing for others Pop up windows - short-term memory, importantdata should be always visible Only set filters that are really required9

Visualizations to avoid:Visual Distortions10

Visualizations to avoid:Visual Distortions10

Visualizations to avoid:Visual mathMarket share change over time?10

Visualizations to avoid:Pie Charts for comparing similar data pointsSource: Business Insider10

Visualizations to avoid:3D Charts, especially Pie ChartsDeceivingSource: Business Insider10

Suggested ReferencesVideo: -dashboardsVideo: https://www.youtube.com/watch?v GnMSjSWDQNkBeautiful Evidence (Edward Tufte)Information Visualization (Colin Ware)Information Dashboard Design (Stephen Few)Storytelling with Data (Cole Nussbaumer Knaflic)The 4 Disciplines of Execution (McChesney, Covey, Huling)11

Q&A

Thank you!Joni Girardi, DataSelf Corp. CEO & Founder(408) 674.8003jgirardi@dataself.com @jonigirardiwww.dataself.comCopyright 2017 DataSelf Corporation. All rights reserved. DataSelf is a trademark of DataSelf Corp. All other marks and images belong to their respective owners and the descriptive use of such marks and images does not indicate thatsuch respective owners are in any way connected to or endorsing DataSelf Corp or its initiatives. Comparisons mentioned here are purely metaphorical.

Agenda Design principles Easily understood viz types Colors Number and date formatting Layout Chart types: bars, lines, colors, grids Role-focused dashboards