Lunch & Learn    Stefan Popowycz, BSc, BAH, MA      Senior Information Designer   Senior Business Systems ArchitectCanadia...
Presentation Overview• Who I am, what I do, what  CIHI does, and why our work  is important.• Explain the CHRP solutions, ...
Data Visualization Teaser                                                               Visualizations I created:         ...
Who am I• Stefan Popowycz, B.Sc., B.A.Hons., M.A• Trained as a Medical Sociologist,  Statistician, Researcher• Senior Info...
CIHI• The Canadian Institute for Health Information  (CIHI) is an independent, not-for-profit  corporation that aims to co...
Why is our work important?• Healthcare is extremely  important for all Canadians.• Healthcare data is used to inform  deci...
Why is our work important?• However, there is a clear  shift in the way people are  organizing, sharing, and  consuming da...
Challenges• We needed to design a solution  that was sexy, fast, inviting and  easily accessible to all Canadians.• It nee...
Solution• Never done before: cloud  computing and aggregated  health care metrics.• Strong belief in better  communication...
Hospital Reporting
What is CHRP?• The Canadian Hospital  Reporting Project (CHRP) is a  national quality improvement  initiative providing ho...
What is CHRP?• The public data visualizations  of the CHRP project were  designed with the intent to  visually and interac...
CHRP Key Findings• The first category of visualization  we created we called “Key  Findings”. Nuggets of information.• Its...
CHRP Key Findings• These follow information design  best practice with regards to  content, colour, typography,  interacti...
CHRP Stand Alone Solution• The second category of data  visualizations created we called  “Stand Alone Interactive Solutio...
CHRP Stand Alone Solutions• Layered views of the same data  provides better contextual  understanding of the whole  messag...
Information Design
Information Design• Information design  represents the clean and  effective presentation of  information, and involves  a ...
Information Design• Its goal is to communicate  a specific message to an  end user in a way that is  clear, accessible and...
Data Visualization• Data visualization is a visual  representation of data that has  a main goal to communicate  quantitat...
Infographics• Infographics are graphic visual  representations of information,  data or knowledge, and present  complex in...
Information Design Components
Content, Function, Form• The essential elements for  information design are  content, function and form.• A delicate balan...
Form Follows Function• Content: the information that you  want to communicate• Function: the intended actions  associated ...
Negotiation• Preconceived notions of what  type of data visualizations are  appropriate hinder the overall  information de...
Five Design Components•   Key messages (critical analysis)•   Types of underlying data•   Typography (fonts)•   Colour sel...
Key Messages
Key Messages• It is important to clearly define  3-5 key messages that you  want to communicate?• This requires that you d...
Key Messages• Important to be explicit when  defining your key messages, and  try to contextualize them as much  as possib...
Key Messages• 30-Day Readmission example.• Three key messages clearly  defined and levels arranged  hierarchically in all ...
Types of Data
Types of Data• Important to assess the types of  data available for development.• Compare data to the key messages  in ord...
Types of Data• Time series analysis (trends, variability,  rate of change)• Part to whole and ranking analysis (bar,  pie,...
Types of DataSome best practices:• Select the appropriate chart type  and units of measurement.• Include a reference line ...
Types of DataCHRP best practices:• Cost per Weighted Case example.• Mix of traditional and aesthetic  visualizations (nego...
Types of DataCHRP best practices:• 30-Day Mortality example.• Reference line used to indicate  thresholds. Error bars indi...
Typography
Typography• Font selection is extremely  important when thinking about  information design and  communication.• Rule of th...
Typography• Compromise between visual  impact and the richness of data.• Try not to use all caps, stylized  fonts, or angl...
TypographyCHRP best Practices:• Large chunky fonts used to draw end  users attention to top.• Sans serif font employed thr...
Colour
Colour• Selecting a colour scheme is  also very important when  designing data visualizations.• Allows the designer to set...
Colour• Try to keep the representation  consistent across your data  visualizations.• Altering the hues and  intensity are...
ColourCHRP best Practices:• Clean, crisp, and simple.• Contrasting colours differentiate  between values that are above  n...
ColourCHRP best Practices:• In the performance allocation  example, the shape and colour  indicate these stability and  pe...
Design and Layout
Design and Layout• Selecting the proper design and  layout for your data  visualization is also very  important.• Adhering...
Design and Layout• Designing the data visualization  environment requires some key  features: comparing, sorting,  filteri...
Design and Layout• Trellises and cross tabs:  provides more contextual  view of the data you would  like to present.• Web ...
Design and LayoutCHRP best practices:• Trellises and cross tabs: provides  more contextual view of the data  you would lik...
Design and LayoutCHRP best practices:• Entire key finding is  interactive.• Analytical techniques and  practices, such as ...
CHRP Key Finding Links• http://public.tableausoftware.  com/shared/6W78QWZHY• http://www.cihi.ca/cihi-ext-  portal/interne...
CHRP Stand Alone Links• http://public.tableausoftware  .com/shared/KWB7FMHPS• http://www.cihi.ca/cihi-ext-  portal/interne...
Lightweight BI• Gartner Magic Quadrant for  Business Intelligence Platforms• Why are they so important? They  have a lot o...
Things to Remember• Look at your data: what story  do you want to tell? How will  people consume this  information?• Remem...
Authors to Read•   David McCandless•   Manuel Lima•   Stephen Few•   Jen and Ken OGrady•   Donna Wong•   Edward Tufte•   N...
Websites to See•   good.is•   visual.ly•   visualnews.com•   columnfivemedia.com•   thedailyviz.com•   datavisualization.c...
Questions
Thanks!•   Stefan Popowycz•   Email: spopowycz@cihi.ca•   Website: www.cihi.ca•   Information Design Pinterest:    http://...
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Lunch & Learn: Information Design and Healthcare Data (UHN Human Factors)

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Lunch & Learn presentation on the principles of information design and how these best practices can be leverage for communicating healthcare data.

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Lunch & Learn: Information Design and Healthcare Data (UHN Human Factors)

  1. 1. Lunch & Learn Stefan Popowycz, BSc, BAH, MA Senior Information Designer Senior Business Systems ArchitectCanadian Institute for Health Information
  2. 2. Presentation Overview• Who I am, what I do, what CIHI does, and why our work is important.• Explain the CHRP solutions, the data, the challenges we faced, and detailed examples.• Information Design, theory in action.• Things to remember, authors to read, questions.
  3. 3. Data Visualization Teaser Visualizations I created: Visualization I did not create: 3http://pinterest.com/stefanpopowycz/information-design/
  4. 4. Who am I• Stefan Popowycz, B.Sc., B.A.Hons., M.A• Trained as a Medical Sociologist, Statistician, Researcher• Senior Information Designer / Senior Business Systems Architect• Lead Design and Information Architect for the Canadian Hospital Reporting Project 2012 Custom Public Reports.• Information Access & Delivery Team, Canadian Institute for Health Information
  5. 5. CIHI• The Canadian Institute for Health Information (CIHI) is an independent, not-for-profit corporation that aims to contribute to the improvement of the health of Canadians and the health care system by disseminating quality health information.• Additionally, CIHIs data and reports are provided to help inform health policies, support the effective delivery of health services and to raise awareness among Canadians in general on current research and trends in the healthcare industry that contribute to better health outcomes.
  6. 6. Why is our work important?• Healthcare is extremely important for all Canadians.• Healthcare data is used to inform decision makers on progress, overall comparison, and most importantly best practice.• Traditionally, CIHI has had a clear obligation to analyze these data, and communicate the results to all Canadians (vision & mandate).
  7. 7. Why is our work important?• However, there is a clear shift in the way people are organizing, sharing, and consuming data.• Proper data visualizations facilitates the comprehension of complex analysis and patterns.• But, data visualizations do not need to be boring and uninviting.
  8. 8. Challenges• We needed to design a solution that was sexy, fast, inviting and easily accessible to all Canadians.• It needed to be public facing.• Added bonus, if it was functional on a mobile platform with social media capabilities.• Critical requirement that detailed contextual metadata (tooltips) be made available
  9. 9. Solution• Never done before: cloud computing and aggregated health care metrics.• Strong belief in better communication through visualization• Tableau was the only tool that allowed us to quickly create and publish data visualizations with many best practice features already inherent within the software.
  10. 10. Hospital Reporting
  11. 11. What is CHRP?• The Canadian Hospital Reporting Project (CHRP) is a national quality improvement initiative providing hospital decision makers, policy makers and Canadians with access to clinical and financial indicator results for more than 600 facilities, from every province and territory in Canada.
  12. 12. What is CHRP?• The public data visualizations of the CHRP project were designed with the intent to visually and interactively communicate key messages to end users using a web-based business intelligence solution.• In essence, we wanted to create interactive infographics.
  13. 13. CHRP Key Findings• The first category of visualization we created we called “Key Findings”. Nuggets of information.• Its summary level data, at 2-3 different levels of analysis for a specific indicator of interest, and represents an interactive approach to data presentation.• We created two (2) clinical and two (2) financial key findings.
  14. 14. CHRP Key Findings• These follow information design best practice with regards to content, colour, typography, interactivity, and design.• Things to note: 4 key findings in total; 4 vizs in each dashboard; increasing hierarchy; all titles and heading done in Adobe Illustrator at 300 dpi; all embedding within our web ECM.
  15. 15. CHRP Stand Alone Solution• The second category of data visualizations created we called “Stand Alone Interactive Solution”.• These consist of more complex data visualizations that combine several types of data within an interactive real-estate.• Contains guided analysis, allowing the end user to focus in on information of interest.
  16. 16. CHRP Stand Alone Solutions• Layered views of the same data provides better contextual understanding of the whole message being communicated.• Things to note: 2 complete solutions; 2 tabs, first tabs have around 5 vizs, second tab around 9; all headings and titles done in Adobe Illustrator; all embedded within our web ECM.
  17. 17. Information Design
  18. 18. Information Design• Information design represents the clean and effective presentation of information, and involves a multi-disciplinary approach to communication.• Jen & Ken O’Grady
  19. 19. Information Design• Its goal is to communicate a specific message to an end user in a way that is clear, accessible and easy to understand.• Combines graphic design, communications theory, technical and non- technical practices, cultural studies and psychology.
  20. 20. Data Visualization• Data visualization is a visual representation of data that has a main goal to communicate quantitative information clearly and effectively through graphical means.• Objects/components/artefacts generated during the Information Design process.• More analytical in nature, and can be static, animated, or interactive.
  21. 21. Infographics• Infographics are graphic visual representations of information, data or knowledge, and present complex information quickly and clearly, such as in signs, maps, journalism, technical writing, and education.• Static and less analytic in nature. Also an artefact of the information design process.• Currently very popular with media and are published almost on a weekly basis.
  22. 22. Information Design Components
  23. 23. Content, Function, Form• The essential elements for information design are content, function and form.• A delicate balance needs to be maintained between all three in order to achieve an effective data visualization.
  24. 24. Form Follows Function• Content: the information that you want to communicate• Function: the intended actions associated with the object you are designing.• Form: the size, shape, dimension and other distinct parameters of the object you are designing.
  25. 25. Negotiation• Preconceived notions of what type of data visualizations are appropriate hinder the overall information design process.• Developers need to participate in gentle negotiation between the business and all three elements.• Ex: academic vs.. graphic art (boxplots vs.. data variability).
  26. 26. Five Design Components• Key messages (critical analysis)• Types of underlying data• Typography (fonts)• Colour selection• Design and layout• Theory in action!
  27. 27. Key Messages
  28. 28. Key Messages• It is important to clearly define 3-5 key messages that you want to communicate?• This requires that you distill the various components of your critical analysis into nuggets of information.• What are they key metrics?
  29. 29. Key Messages• Important to be explicit when defining your key messages, and try to contextualize them as much as possible.• Maybe arrange them hierarchically, as it will allow you to get a better understanding of the overall message you want to communicate.
  30. 30. Key Messages• 30-Day Readmission example.• Three key messages clearly defined and levels arranged hierarchically in all Key Findings.• Graphs are clean and crisp.• Colour palette is muted and maintained throughout all the key findings.
  31. 31. Types of Data
  32. 32. Types of Data• Important to assess the types of data available for development.• Compare data to the key messages in order to assess if all necessary fields are available or if additional data collection is necessary.• Why? The data visualization techniques for one data type may not be appropriate for another type of data.
  33. 33. Types of Data• Time series analysis (trends, variability, rate of change)• Part to whole and ranking analysis (bar, pie, Pareto)• Deviation analysis (categorical, comparative, thresholds)• Distribution analysis (histogram, box plots, categorical)• Correlation analysis (scatter plot)• Multivariate analysis (heat, multiple line)• Each type has an appropriate graphic technique associate with it.
  34. 34. Types of DataSome best practices:• Select the appropriate chart type and units of measurement.• Include a reference line (if possible).• Optimize the aspect ratio of the graph (zero line).• Maintain consistency throughout the graph: fonts, colours, design.• Avoid 3D graphs.
  35. 35. Types of DataCHRP best practices:• Cost per Weighted Case example.• Mix of traditional and aesthetic visualizations (negotiation between traditional content and current design standards).• Scatter plot (correlation), bar graph over multiple fiscals (time series and part to whole), categorical analysis (deviation).
  36. 36. Types of DataCHRP best practices:• 30-Day Mortality example.• Reference line used to indicate thresholds. Error bars indicate confidence intervals.• Pervasive meta data provides contextual information• Narrative flow is simple (description, left, right, left flow)
  37. 37. Typography
  38. 38. Typography• Font selection is extremely important when thinking about information design and communication.• Rule of thumb, keep it simple and ensure the legibility of your design.• Aesthetics vs. communicability.
  39. 39. Typography• Compromise between visual impact and the richness of data.• Try not to use all caps, stylized fonts, or angled fonts. Different types of fonts can be mixed, but be careful.• Adjust the size, weight, colour of the font for additional impact.• Integrating Corporate standards and design.• Donna Wong
  40. 40. TypographyCHRP best Practices:• Large chunky fonts used to draw end users attention to top.• Sans serif font employed throughout (web and print).• All titles are two points larger than the text for impact.• This pattern is maintained though all data visualizations created for the CHRP public.
  41. 41. Colour
  42. 42. Colour• Selecting a colour scheme is also very important when designing data visualizations.• Allows the designer to set the tone of the data visualization.• Colours used as categorical highlight (performance allocation)• Corporate colours?
  43. 43. Colour• Try to keep the representation consistent across your data visualizations.• Altering the hues and intensity are a good way to draw distinctions and make comparisons.• Do not use distracting colours.• Print everything in black and white.
  44. 44. ColourCHRP best Practices:• Clean, crisp, and simple.• Contrasting colours differentiate between values that are above national average and those that are not.• The colour scheme is carried over into the interactive graph.
  45. 45. ColourCHRP best Practices:• In the performance allocation example, the shape and colour indicate these stability and performance of the result.• Both schemes carried over to the scatterplot below.• Similar pattern for key findings.
  46. 46. Design and Layout
  47. 47. Design and Layout• Selecting the proper design and layout for your data visualization is also very important.• Adhering to simplicity and being aware of narrative flow, will greatly aid in communicating.• The information should flow with ease for the consumer.
  48. 48. Design and Layout• Designing the data visualization environment requires some key features: comparing, sorting, filtering, highlighting, aggregating, re-expressions, re- visualization, zooming and panning, re-scaling, access to details on demand, annotation and bookmarking
  49. 49. Design and Layout• Trellises and cross tabs: provides more contextual view of the data you would like to present.• Web and social media integration.• Designed with printing in mind.
  50. 50. Design and LayoutCHRP best practices:• Trellises and cross tabs: provides more contextual view of the data you would like to present.• Multiple concurrent views of the data provides helps to provide contextual understanding of your key message.• Facebook and Twitter functionality, and JavaScript embedding.
  51. 51. Design and LayoutCHRP best practices:• Entire key finding is interactive.• Analytical techniques and practices, such as directed vs. exploratory navigation, hierarchical navigation• Hover over meta data on every data point.
  52. 52. CHRP Key Finding Links• http://public.tableausoftware. com/shared/6W78QWZHY• http://www.cihi.ca/cihi-ext- portal/internet/en/document/ health+system+performance/i ndicators/performance/chrp_i report_findings_b
  53. 53. CHRP Stand Alone Links• http://public.tableausoftware .com/shared/KWB7FMHPS• http://www.cihi.ca/cihi-ext- portal/internet/en/document /health+system+performance /indicators/performance/chrp _ireport_financial
  54. 54. Lightweight BI• Gartner Magic Quadrant for Business Intelligence Platforms• Why are they so important? They have a lot of the best practices built into them. Easier easier for the developer to create effective data visualizations.• Many have inherent social media functionality and web integration.• However, none of them are perfect.
  55. 55. Things to Remember• Look at your data: what story do you want to tell? How will people consume this information?• Remember that a chart is always more memorable than a table.• Keep it simple. Less is more.• Design, dont decorate.
  56. 56. Authors to Read• David McCandless• Manuel Lima• Stephen Few• Jen and Ken OGrady• Donna Wong• Edward Tufte• Nathan Yaw• Jason Lankow, Josh Ritchie and Ross Crooks
  57. 57. Websites to See• good.is• visual.ly• visualnews.com• columnfivemedia.com• thedailyviz.com• datavisualization.ch• pinterest.com• printmag.com
  58. 58. Questions
  59. 59. Thanks!• Stefan Popowycz• Email: spopowycz@cihi.ca• Website: www.cihi.ca• Information Design Pinterest: http://pinterest.com/stefanpopowycz/inf ormation-design/• LinkedIn: ca.linkedin.com/in/stefanpopowycz
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