Inspire 2014 – Rosenblatt Securities: Exploiting Visualization to Make Connections in Tableau

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Tableau is most flexible with non-intuitive data structures because Tableau has a unique approach to data analysis. In fact, the more raw data you connect Tableau to, the greater the chance of discovery of "unknown unknowns" – the things we did not know we did not know, and the outliers lost in aggregation. In this session you will see how Tableau has helped Rosenblatt Securities exploit the human cognition perspective on visualization vs. a table of numbers, and realize the gains of Shneiderman's mantra: "Overview first, zoom and filter, then details-on-demand" in an interactive visualization.

Joe Mako, Director of Visual Analytics, Rosenblatt Securities

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Inspire 2014 – Rosenblatt Securities: Exploiting Visualization to Make Connections in Tableau

  1. 1. #inspire14 Exploiting Visualization to Make Connections in Tableau Joe Mako Director of Visual Analytics Rosenblatt Securities
  2. 2. #inspire14#inspire14 The Problem with Most Advice Drawing by Stefano Tambellini
  3. 3. #inspire14#inspire14 We need to make sense of our data and communicate Why?
  4. 4. #inspire14#inspire14 Awareness of aspects to enable success in Tableau: How? 1. Let your data structure match the task 2. Be aware of your data granularity 3. Design visuals for intentional comparisons
  5. 5. #inspire14#inspire14 Enable visual analysis with mindful data transformation What?
  6. 6. #inspire14#inspire14 Awareness of aspects to enable success in Tableau: How? 1. Let your data structure match the task 2. Be aware of your data granularity 3. Design visuals for intentional comparisons
  7. 7. #inspire14#inspire14 Tableau is most flexible with non-intuitive data structures Let your data structure match the task
  8. 8. #inspire14#inspire14 Awareness of aspects to enable success in Tableau: How? 1. Let your data structure match the task 2. Be aware of your data granularity 3. Design visuals for intentional comparisons
  9. 9. #inspire14#inspire14 Your level of detail determines what you can discover Be aware of your data granularity
  10. 10. #inspire14#inspire14 Awareness of aspects to enable success in Tableau: How? 1. Let your data structure match the task 2. Be aware of your data granularity 3. Design visuals for intentional comparisons
  11. 11. #inspire14#inspire14 Leverage human cognation to understand our data Design visuals for intentional comparisons
  12. 12. #inspire14#inspire14 Mindfulness = Success in Tableau: Awareness in Tableau 1. Intentional data structure 2. Chosen data granularity 3. Designed to enable comparisons
  13. 13. #inspire14#inspire14 How to Draw an Owl Zen of Visual Analysis by Tableau
  14. 14. #inspire14 THANK YOU!

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