Field of Reporting Dreams: Build it and users will come?

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Learn simple tricks to enhance reporting to make it easier to understand, and provide the actionable insight so users can spend time managing rather than reporting. Gain insight into how people interpret visual data, what memory limits are, how we make sense of objects, and how this new understanding should be used to deliver actionable insight to your dashboard and reporting users. Discover the limits of human perception and how to encode data for better perception, and learn how to use these to your advantage in creating reports and dashboards that speak clearly to users.

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Field of Reporting Dreams: Build it and users will come?

  1. 1. z al an rR ate Field of Reporting Dreams w d ge fE yoHow data visualization can give you an t erbringing and maintaining r pextra edgeoin P happy users Iain Curtain Edgewater Ranzal #Kscope
  2. 2. Agenda• Introduction z al an rR• Reporting systems ate ew dg• UnderstandingEthe customer of• Usability perty P ro• What makes good design• Summary and examples• Questions #Kscope
  3. 3. About Ranzal z al an rR w ate d ge o fE rty ro pe P #Kscope
  4. 4. Customer Sample z al an rR w ate d ge o fE rty ro pe P #Kscope
  5. 5. If you build it, will users come? It depends z al an• rR w ate• It depends d ge o fE rty• It depends ro pe P #Kscope
  6. 6. Reporting Systems• Resistance To Change an z al te rR wa• Departmental Silos ge Ed of rty ownership• ro pe Politics over P• Excel based #Kscope
  7. 7. Organization Maturity z al an rR w ate ge Ed Scorecards y of ert Dashboards Prop Mgmt Reports Operations Foundation #Kscope
  8. 8. Organization Maturity z al an rR ate Areas w ge to grow d o fE rty ro pe Maintain P current businessoperations Area 1 Area 2 Area 3 #Kscope
  9. 9. User Requirements z al Talk to users an rR• w ate• Listen to usersE d ge y of ert• Ask why,pwhy, P ro why? #Kscope
  10. 10. Usability z al• Ran How do users use the system a ter g ew• Ed How do they navigate y of ert• rop WatchPand learn #Kscope
  11. 11. Usability z al• Ran How do users use the system a ter g ew• Ed How do they navigate y of ert• rop WatchPand learn #Kscope
  12. 12. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  13. 13. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  14. 14. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  15. 15. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  16. 16. Good design concepts z al Memory limits an rR• w ate• Encoding data Ed gerapid perception for of rty o pe Gestalt rprinciples of perception• P #Kscope
  17. 17. Memory Limits z al Iconic memory an rR• w ate ge• Short term memory Ed of rty ro Long term pe memory• P #Kscope
  18. 18. Data Encoding al172395769402639802738495601 nz Ra298474369708987264347867923 ter wa ge Ed039200492897654810298607982 of rty pe725802974164783970698739405 ro P88698572632718960697291406987125627837895 #Kscope
  19. 19. Data Encoding al172395769402639802738495601 nz Ra298474369708987264347867923 ter wa ge Ed039200492897654810298607982 of rty pe725802974164783970698739405 ro P88698572632718960697291406987125627837895 #Kscope
  20. 20. Gestalt Principles al • nz Proximity r Ra w ate d ge o fE rty ro pe • Similarity P • Enclosure #Kscope
  21. 21. Gestalt Principles al nz • Closure r Ra w ate d ge o fE rty ro pe • Continuity P • Connection #Kscope
  22. 22. Applying concepts• Focus on the value add you nzal showing are Ra the data ter by organising and minimising wa shown. ge f Ed yo ert Arrange information in a way that makes rop• sense, P making sure that the important data stands out. #Kscope
  23. 23. Edward R Tufte z al an rR w ate d ge o fE rty ro pe P #Kscope
  24. 24. Data Ink Ratio z al an rR w ate d ge o fE rty ro pe P #Kscope
  25. 25. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  26. 26. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  27. 27. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  28. 28. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  29. 29. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  30. 30. Colin Ware z al an Colin Ware rR ate for Design, 2000 Information Visualization - ew Perception dg f E “We can easily see patterns t yo er rop presented in certain ways, but if P they are presented in other ways they become invisible.” #Kscope
  31. 31. Colin Ware z al Ran Colin Ware VisualrThinking for Design, ate ew 2008 E dg y of “…at any given instant, we ert rop apprehend only a tiny amount P of the information in our surroundings …” #Kscope
  32. 32. Colin Ware z al Ran • r Color ate g ew f Ed rt yo ro pe P • Form #Kscope
  33. 33. Colin Ware z al Ran • r Position ate g ew f Ed rt yo ro pe P • Motion #Kscope
  34. 34. Stephen Few z al an rR w ate d ge o fE rty ro pe P #Kscope
  35. 35. Stephen Few z al an rR w ate d ge o fE rty ro pe P #Kscope
  36. 36. How does this help us? Simplify z al an• rR w ate d ge Simplify o fE rty• ro pe P• Simplify #Kscope
  37. 37. Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  38. 38. Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  39. 39. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  40. 40. z al a n REdward R Tufte er tThe Visual Display of wa Information, 1983 ge Quantitative f Ed yo rt “Graphical excellence is that which ro peP gives the viewer the greatest number of ideas in the shortest time, with the least ink in the smallest space.” #Kscope
  41. 41. Questions z al an rR w ate d ge o fEIain Curtainpe rty P roSenior Consultanticurtain@ranzal.com202 683 0874ranzal.comthinsliced.wordpress.comranzal.wordpress.com/ #Kscope
  42. 42. More Info z al• Usability an rR http://uxmag.com/ w ate d ge Stephen Fewo fE rty• ro pe http://www.perceptualedge.com/ P• Edward Tufte http://www.edwardtufte.com #Kscope

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