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Data Visualization and Dashboard Design
 

Data Visualization and Dashboard Design

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A webinar I gave about some often neglected data visualization principles, as well as how to conduct a dashboard design project.

A webinar I gave about some often neglected data visualization principles, as well as how to conduct a dashboard design project.

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    Data Visualization and Dashboard Design Data Visualization and Dashboard Design Presentation Transcript

    • Online Intelligence Solutions Data Visualization and Dashboard Design LIVE WEBINAR 04/04/2013
    • Today’s Speaker Jacques WARREN CEO WAO/MARKETING If you feel like it: #measure
    • You’re very lucky You get 2 full training days in… 40 minutes!
    • DISCLOSURE I belong to a cult.
    • Why Care About Visualisation? Analytics Governance Data-Viz belong here
    • Why Care About Data Visualization?
    • Why care about data visualization? You don’t make friends with this:
    • Why care about data visualization? Or this:
    • Why care about data visualization? - Believe it or not, creating efficient graphs is not easy, even with Excel! - Confusion is the main problem. - So, clarity then becomes the number one goal! - Graphs are used to communicate a maximum of relevent information as immediately as possible.
    • Why care about data visualization? - One major problem with analytics is adoption of its results and recommendations. - Communicating clearly definitely increase analytics chances of success.
    • Fundamental Visualization Principles
    • Fundamental Visualization Principles The Power of the Human In Information Visualization : Perception for Design, Colin Ware identifies Eye several pre-cognitives attributes: Color – Difference Form - Orientation Form - Size Form - Length Coulor – Contextual Perception Form - Form Form - Enclosure Couleur - Intensity Movement - Blinking Position – 2D Form - Thickness Form - Mark text text
    • Fundamental Visualization Principles The Power of the Human Eye Getsalt of visual perception (partial) Enclosure and continuity Proximity Similarity Linking
    • Fundamental Visualization Principles The power of the line Sales 2000 Profits Sales Profits Sales Profits 2010
    • Fundamental Visualization Principles First Principle Don’t visualize!!!
    • Fundamental Visualization Principles Two General Types Tables & Graphs
    • Fundamental Visualization Principles Two General Types Graphs for trends/Overall comparison Tables for values
    • Fundamental Visualization Principles Facilitate understanding Or at least try not to hinder it! Source : Système CRM
    • Fundamental Visualization Principles TITLE Should be selfsufficient REFERENCE PERIOD LEGEND UNITS Alternative Title “The Central region had the best sales, while the East region had losses.” SOURCE Source : Our CRM CATEGORY
    • Fundamental Visualization Principles Optimize attention time Visualization allows for immediate comparison (length), while color can be used to quickly bring attention. Source : Système CRM
    • Fundamental Visualization Principles Basic Visual Elements Dots Bars Lines 90 %
    • Fundamental Visualization Principles Basic Visual Elements - Dots
    • Fundamental Visualization Principles Basic Visual Elements - Lines
    • Fundamental Visualization Principles Basic Visual Elements - Bars
    • Fundamental Visualization Principles Colors are semantically charged Don’t forget color blind people!
    • Fundamental Visualization Principles Semantic Charges of Colors – Bringing attention Different Colors Different Hues
    • Fundamental Visualization Principles Choosing a Color Palette Company Specific A B C D
    • Fundamental Visualization Principles What is Graphical Excellence? Graphical excellence is that which gives to the viewer the greatest number of ideas in the shortest time with the least ink in the smallest space. Graphical excellence is the well-designed presentation of interesting data” Edward Tufte, The Visual Display of Quantitative Information, 1983
    • Fundamental Visualization Principles The famous Data-Ink Ratio “Above all, show the data” Edward Tufte Décembre Novembre Octobre Septembre Août Juillet Juin Mai Avril Mars Février Janvier Décembre Novembre Octobre Septembre Août 42.0% 41.0% 40.0% 39.0% 38.0% 37.0% 36.0% 35.0% 34.0% 33.0% 32.0%
    • Fundamental Visualization Principles Avoid Chart Junk
    • Fundamental Visualization Principles Lower the Lie Factor
    • Fundamental Visualization Principles The Ducks!
    • Fundamental Principles of Design And the infamous infographics…
    • Faulty, or Inefficient Visualization
    • Faulty, or Inefficient Visualization Wrong scales 11000 11000 10800 10000 10600 9000 10400 8000 7000 10200 6000 10000 5000 9800 4000 9600 3000 9400 2000 9200 1000 9000 0 Chaises Fauteuils Tables Lampes Chaises Fauteuils Tables Lampes
    • Faulty, or Inefficient Visualization Wrong height/width ratio
    • Faulty, or Inefficient Visualization Enough with pie charts! 22% 14,5 % 20% 12 % 16 % 15,5% 20 % 22 % 16% 15,5 % 14,5 % 12%
    • Faulty, or Inefficient Visualization Enough with pie charts! 22% 14,5 % 20% 12 % 16 % 15,5% 20 % 22 % 16% 15,5 % 14,5 % 12%
    • Faulty, or Inefficient Visualization Enough with 3-D!!! Cosmetic (!) Several categories
    • Solution Examples From a Client
    • Examples from a client The 3D effect doesn’t add anything
    • Examples from a client Visualization was not necessary here
    • Examples from a client
    • Examples from a client
    • Examples from a client
    • New Visualization Types
    • New Visualization Types Spark Lines In Excel 2010
    • New Visualization Types Heat Maps
    • New Visualization Types Tree Maps
    • New Visualization Types – Animated Bubbles Animated bubbles Introduced by Pr. Hans Rosling : gapminder.org Example : http://bit.ly/WZAxqL
    • New Visualization Types Bullet Graphs Target Current Value Qualitative Thresholds
    • New Visualization Types Bullet Graphs & Sparklines Working horizontally
    • Dashboarding
    • In This Part What is a dashboard? Dashboard Design Project Main Steps Dashboard Design Fundamental Principles
    • You should kow… Dashboard Design: - Design 30% - Project Management 70%
    • You should kow… What you see really is just the tip of the iceberg
    • What is a dashboard? “A visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance” Stephen Few So, a dashboard is a communication tool!
    • What is a dashboard? It is NOT an analytical tool Strategic View Operational View
    • What is a dashboard? The Pilot Metaphor
    • Dashboard Design & Production Steps Preliminary Decisions - Who is the audience? - Which metrics should be exposed? - What is the dashboard refresh frequency? - What platform to use (HighTech, Low Tech) ?
    • Dashboard Design & Production Steps Project Stages - Writing functional specifications - Writing technical specifications - Making the wireframe - Making the design - Making the prototype - Making the dashboard with real data
    • Dashboard Design & Production Steps Writing specifications - Never a very “sexy” stage - Essential because of complexity of projects - Making modifications later than sooner always costs more money!
    • Dashboard Design & Production Steps Writing the specifications
    • Dashboard Design & Production Steps Writing the specifications High Tech or Low Tech ? Important factors to consider: - Time - Technical complexity - Budget
    • Dashboard Design & Production Steps Making the wireframe Putting the pieces together
    • Dashboard Design & Production Steps Making the design Get as close as possible to the final look & feel
    • Dashboard Design & Production Steps Making the prototype Excel is very good for prototyping CAVEAT: The chosen platform may have its own design limitations.
    • Dashboard Design & Production Steps Making the dashboard with real data
    • Dashboard Design & Production Steps Go through the approval cycle You have to “sell” your project, and also insist on how important decisions are at each stage.
    • Dashboard Design & Production Steps Breaking in period and training
    • Elementary Principles of Dashboard Design First, some clarification - You are limited by the platform you chose - Distribution has a strong impact on design
    • Elementary Principles of Dashboard Design Fits entirely on a single screen/view - We must see everything within the same screen - Avoid creating dashboards that require scrolling
    • Elementary Principles of Dashboard Design Organizing the area – Reading directions
    • Elementary Principles of Dashboard Design Organizing the area – Separating the zones
    • Elementary Principles of Dashboard Design Choosing Visualization – What & How NO! Graphs Bullet Graphs Sparklines Numbers! 32%
    • Elementary Principles of Dashboard Design Contextualising Results Fundamental element which bears meaning Determinng the comparison periods
    • Elementary Principles of Dashboard Design Contextualising Results
    • Elementary Principles of Dashboard Design Should you leave room for comments?
    • Common Design Mistakes Neglecting to give context
    • Common Design Mistakes Choosing the wrong kind of visualization 350,000.00 $ 350,000.00 $ 300,000.00 $ 300,000.00 $ 250,000.00 $ 250,000.00 $ 200,000.00 $ 200,000.00 $ 150,000.00 $ 150,000.00 $ 100,000.00 $ 100,000.00 $ 50,000.00 $ 50,000.00 $ - - $ Nord Sud Est Ouest $ Nord Sud Est Ouest
    • Common Design Mistakes Using a non-optimized visualization Ventes Budget Ventes 180,000 $ Budget 15.0% 160,000 $ 10.0% 140,000 $ 5.0% 120,000 $ 100,000 $ 0.0% 80,000 $ 1 -5.0% 60,000 $ 40,000 $ -10.0% 20,000 $ -15.0% 0$ 1 2 3 4 5 6 7 8 2 3 4 5 6 7 8
    • Common Design Mistakes Introducing useless variety Profits Sales 1 200,000 $ 2 3 150,000 $ 4 100,000 $ 5 6 50,000 $ 7 0$ Projections Costs 200,000 $ 150,000 $ 100,000 $ 50,000 $ 0$ 0$ 50,000 $ 100,000 $ 150,000 $ 200,000 $
    • Common Design Mistakes Not showing everything on the same view
    • Common Design Mistakes Cluttering graphs and the dashboard with useless decoration
    • Common Design Mistakes Designing graphs and dashboards that are plain.. ugly!
    • Common Design Mistakes Using off-putting colors !
    • Examples of “trendy” design
    • Examples of “trendy” design
    • Examples of “trendy” design
    • Examples of “trendy” design
    • Since I must conclude… - Communicating efficiently is very hard - Design must not take the place of information. - There can be 10 solutions to the same design problem; always choose data first.
    • Visualization is not about putting lipstick on a pig If the statistics are boring, then you’ve got the wrong numbers. E. Tufte
    • Thank you! Online Intelligence Solutions contact@atinternet.com www.atinternet.co m jw@waomarketing.com www.waomarketing.co m