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TCC’2012 Presentation (Final: October 4 2012)
       Stefan Popowycz, BSc, BAH, MA
         Senior Information Designer
      Senior Business Systems Architect
  Canadian Institute for Health Information
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.
• Why we used Tableau
  Desktop and Public Premium.
• Things to remember, authors
  to read, questions.
Data Visualization Teaser




                                                                 Visualizations I created:
                                                            Visualization I did not create:
                                                                                          3
http://pinterest.com/stefanpopowycz/tcc2012-presentation/
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
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, CIHI's 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.
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).
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.
Challenges
• We needed to design a
  solution that was sexy, fast,
  inviting and easily accessible
  to all Canadians.
• Most importantly, it needed
  to be public facing. Hence our
  gravitation towards Tableau
  Public Premium.
Challenges
• Added bonus, if it was functional
  on a mobile platform with social
  media capabilities.
• Aside from great visualizations,
  there was a critical requirement
  that detailed contextual metadata
  (tooltips) be available for end
  users.
Why Tableau?
• 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.
• “Strong belief in better communication
  through visualization.” – Popowycz, 2011
• Never done before: cloud computing
  and aggregated health care metrics.
Why Tableau Public Premium?
• The Tableau Public Premium
  environment has the capacity to
  sustain tens of thousands of
  simultaneous hits.
• Proved invaluable as 10K
  impressions within 24 hours, 40K
  within 4 months.
• The 99% SLA was an important
  selling feature.
Why Tableau Public Premium?
• Some might question, why no
  server?
• Purchasing Tableau Server
  was too cost prohibitive at
  the time and Public Premium
  proved to be a relatively
  inexpensive solution for
  public reporting.
• Easier to convince a VP of
  $10K vs $180k-$220K.
• Stepping stone analysis.
Data
• Aggregated analytical datamart with
  accompanying dimension tables; ETL
  coded in SAS and exported to Excel.
• Why aggregate? Guaranteed
  performance within the Tableau
  Public Premium environment.
  Unknown architecture, taking a risk.
• We also had the requirement of not
  permitting the end user, for the time
  being, to download the dataset.
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.
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.
• We create two (2) categories of
  data visualizations.
CHRP Key Findings
• The first category of visualization
  we created we called “Key
  Findings”. Nuggets of information.
• It's 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.
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.
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.
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.
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
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
Tableau Desktop
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, don't decorate.
Authors to Read
•   David McCandless
•   Manuel Lima
•   Stephen Few
•   Jen and Ken O'Grady
•   Donna Wong
•   Edward Tufte
•   Nathan Yaw
•   Jason Lankow, Josh
    Ritchie and Ross Crooks
Websites to See
•   good.is
•   visual.ly
•   visualnews.com
•   columnfivemedia.com
•   thedailyviz.com
•   datavisualization.ch
•   pinterest.com
•   printmag.com
Questions
Thanks!
•   Stefan Popowycz
•   Email: spopowycz@cihi.ca
•   Website: www.cihi.ca
•   Information Design Pinterest:
    http://pinterest.com/stefanpopowycz/inf
    ormation-design/
• TCC’2012 Pinterest:
    http://pinterest.com/stefanpopowycz
    /tcc2012-presentation/
• LinkedIn:
    ca.linkedin.com/in/stefanpopowycz

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Stefan Popowycz Tableau Customer Conference (TCC'2012) Presentation

  • 1. TCC’2012 Presentation (Final: October 4 2012) Stefan Popowycz, BSc, BAH, MA Senior Information Designer Senior Business Systems Architect Canadian Institute for Health Information
  • 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. • Why we used Tableau Desktop and Public Premium. • Things to remember, authors to read, questions.
  • 3. Data Visualization Teaser Visualizations I created: Visualization I did not create: 3 http://pinterest.com/stefanpopowycz/tcc2012-presentation/
  • 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. 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, CIHI's 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. 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. 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. Challenges • We needed to design a solution that was sexy, fast, inviting and easily accessible to all Canadians. • Most importantly, it needed to be public facing. Hence our gravitation towards Tableau Public Premium.
  • 9. Challenges • Added bonus, if it was functional on a mobile platform with social media capabilities. • Aside from great visualizations, there was a critical requirement that detailed contextual metadata (tooltips) be available for end users.
  • 10. Why Tableau? • 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. • “Strong belief in better communication through visualization.” – Popowycz, 2011 • Never done before: cloud computing and aggregated health care metrics.
  • 11. Why Tableau Public Premium? • The Tableau Public Premium environment has the capacity to sustain tens of thousands of simultaneous hits. • Proved invaluable as 10K impressions within 24 hours, 40K within 4 months. • The 99% SLA was an important selling feature.
  • 12. Why Tableau Public Premium? • Some might question, why no server? • Purchasing Tableau Server was too cost prohibitive at the time and Public Premium proved to be a relatively inexpensive solution for public reporting. • Easier to convince a VP of $10K vs $180k-$220K. • Stepping stone analysis.
  • 13. Data • Aggregated analytical datamart with accompanying dimension tables; ETL coded in SAS and exported to Excel. • Why aggregate? Guaranteed performance within the Tableau Public Premium environment. Unknown architecture, taking a risk. • We also had the requirement of not permitting the end user, for the time being, to download the dataset.
  • 14. 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.
  • 15. 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. • We create two (2) categories of data visualizations.
  • 16. CHRP Key Findings • The first category of visualization we created we called “Key Findings”. Nuggets of information. • It's 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.
  • 17. 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.
  • 18. 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.
  • 19. 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.
  • 20. 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
  • 21. 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
  • 23. 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, don't decorate.
  • 24. Authors to Read • David McCandless • Manuel Lima • Stephen Few • Jen and Ken O'Grady • Donna Wong • Edward Tufte • Nathan Yaw • Jason Lankow, Josh Ritchie and Ross Crooks
  • 25. Websites to See • good.is • visual.ly • visualnews.com • columnfivemedia.com • thedailyviz.com • datavisualization.ch • pinterest.com • printmag.com
  • 27. Thanks! • Stefan Popowycz • Email: spopowycz@cihi.ca • Website: www.cihi.ca • Information Design Pinterest: http://pinterest.com/stefanpopowycz/inf ormation-design/ • TCC’2012 Pinterest: http://pinterest.com/stefanpopowycz /tcc2012-presentation/ • LinkedIn: ca.linkedin.com/in/stefanpopowycz