“Ace of Charts” Webinar:
FileMaker-Native Graphs
Lee Lukehart
SavvyData Inc.
Facts about Lee
 Certified Developer, FileMaker 11/10/9/8/7
 Authorized Trainer, FileMaker 11/10/9/8/7
 FBA member sinc...
Assumptions about You
 Experienced FileMaker Pro developer
 Not a graphic designer
 Want to produce effective graphs
 ...
This web seminar…
will offer:
A bit of theory
A bit of how-to
Alerts to “gotchas”
Cool techniques
will not present:
Dogma
...
Visual is our dominant modality
 We evolved biologically to rely primarily on sight
 >50% of the brain is used for visua...
Visualization Classifications
http://www.visual-literacy.org/periodic_table/periodic_table.html
Visualization Classifications
http://www.visual-literacy.org/periodic_table/periodic_table.html
Native Charts Types in FileMaker Pro
 Bar
 Horizontal Bar
 Line
 Area
 Pie
Composite Charts in FileMaker Pro
 Bullet
 Sparkline
 Horizon
 Gauge
download demo files of these techniques from savv...
Purpose of Charting
 Discern relationships between data points or series
 Identify patterns, trends and exceptions
 Evo...
Problems with Charts
 Can be Confusing
 Can be Boring
 Can be Inaccurate and Misleading
 Can be Ineffective and Worthl...
Example
A
Identify a pattern, trend or exception:
Example
B
Identify a pattern, trend or exception:
Example
C
Identify a pattern, trend or exception:
Example
Example
D
Identify a pattern, trend or exception:
Example
D
Evokes a Story
Identify a pattern, trend or exception:
Example
E
Identify a pattern, trend or exception:
Example
Truly Tells the Story
To be compelling, efficiently display meaningful and unambiguous data.
E
Identify a pattern,...
Example
Truly Tells the Story
To be compelling, efficiently display meaningful and unambiguous data.
E
Identify a pattern,...
How to Produce an Effective Chart
1.  Know when not to chart (a table or list may be preferable)
2.  Know your data (sourc...
Know when not to chart
53%*
of 2010 class is female
*dataset 98% complete
the chart in this example is a waste of space
Know your data
Example
Four sets of data that
produce identical statistics
can look quite different
when graphed...
(Ansco...
 Ranking comparison (ordered by size or quantity)
 Categorical/Nominal comparison (no inherent natural order)
 Time ser...
Select the best chart type for the message
 Bar, Vertical
 Bar, Horizontal
 Line
 Area
 Pie
To rank items, show count...
Composite Charts in FileMaker Pro
 Bullet
 Sparkline
 Horizon
 Gauge
Composite Charts in FileMaker Pro
 Bullet graphs
stackingorder—>
invented by Stephen Few
“horizontal bar charts on steroi...
Composite Charts in FileMaker Pro
 Sparklines invented by Edward Tufte
“data-intense, design-simple, word-sized graphics”...
Composite Charts in FileMaker Pro
 Horizon charts
stackingorder—>
an atypical chart type (inverted negative scale); requi...
Construct data transforms as needed
 Aggregate: summarized total, count, average, running average
 Segment: derive subse...
Chart Palettes
Normal vision Simulated red-green blind
First 20 colors of each FMP 11 paletteFirst 20 colors of each FMP 1...
Color Blindness
Normal vision Simulated red-green blind
Usability resources: Photoshop CS4+
Vischeck.com
Colorschemedesign...
Cognitive Tendencies
We have difficulty discerning volumes and angles
How easily can you rank
the following slices by size...
Cognitive Tendencies
We are often fooled by “obvious” attributes
What is the difference between these two charts?
Cognitive Tendencies
non-zero Y-axis scale minimum
Misleading Accurate and Truthful
What is the difference between these t...
Chart Scaling in FileMaker Pro
notice the scale range when the spread (low-to-high range of values) is ≥20%
Chart Scaling in FileMaker Pro
charts dynamically scale when the value spread is <20%
(assuming y-axis scale min-max is no...
Chart Scaling in FileMaker Pro
notice the largest value is 90% of the scale max
Chart Scaling in FileMaker Pro
auto-scale expands when a value is >90% (or <14%) of scale range
Charting Pre-flight Checklist
 No chart/multiple charts considered
 Human factors accounted for
 Chart has clear messag...
Q & A
 Additional resources:
– demo files at savvydata.com/resources/
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SavvyData 'Ace of Charts' in FileMaker Pro 11

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‘Ace of Charts’ is an eye-opening examination of the means and mechanisms for adding attractive, useful charts & graphs to existing FileMaker solutions. Learn to make embedded dynamic graphs that update on-demand or automatically. Create excellent FileMaker-native charts using these techniques.

Presented by Chief Data Visualist Lee Lukehart

About Lee Lukehart
Lee Lukehart is president of SavvyData, a database consulting and training firm based in the San Francisco Bay Area. Lee led the design team that created CRM portals for Microsoft, HP, and Verisign. He has presented how-tos at Macworld and several developer conferences. Lee holds a degree in Technical Communications and has authored training courses, webinars, and a white paper on advanced charting techniques. His current focus is building data visualization solutions for legacy or newly-collected data, to help users quickly interpret data to discover meaningful trends, patterns and exceptions. In his spare time he practices photography and flying small planes in the Sierras, occasionally at the same time. As for charting, it is said that on a good day he can make a trend line with only 1 data point. ;-)

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SavvyData 'Ace of Charts' in FileMaker Pro 11

  1. 1. “Ace of Charts” Webinar: FileMaker-Native Graphs Lee Lukehart SavvyData Inc.
  2. 2. Facts about Lee  Certified Developer, FileMaker 11/10/9/8/7  Authorized Trainer, FileMaker 11/10/9/8/7  FBA member since 2002 (FSA)  Practicing consultant  Datavis enthusiast
  3. 3. Assumptions about You  Experienced FileMaker Pro developer  Not a graphic designer  Want to produce effective graphs  for management vs. marketing and for business vs. science
  4. 4. This web seminar… will offer: A bit of theory A bit of how-to Alerts to “gotchas” Cool techniques will not present: Dogma Charting basics Schema design Detailed calcs
  5. 5. Visual is our dominant modality  We evolved biologically to rely primarily on sight  >50% of the brain is used for visual processing  We use visual metaphors to understand our world  Visualization is everywhere we look! (pun intended)
  6. 6. Visualization Classifications http://www.visual-literacy.org/periodic_table/periodic_table.html
  7. 7. Visualization Classifications http://www.visual-literacy.org/periodic_table/periodic_table.html
  8. 8. Native Charts Types in FileMaker Pro  Bar  Horizontal Bar  Line  Area  Pie
  9. 9. Composite Charts in FileMaker Pro  Bullet  Sparkline  Horizon  Gauge download demo files of these techniques from savvydata.com/resources/
  10. 10. Purpose of Charting  Discern relationships between data points or series  Identify patterns, trends and exceptions  Evoke a story about the data  Engage » Inform » Induce Decision/Action
  11. 11. Problems with Charts  Can be Confusing  Can be Boring  Can be Inaccurate and Misleading  Can be Ineffective and Worthless (or worse) To be compelling, efficiently display meaningful and unambiguous data.
  12. 12. Example A Identify a pattern, trend or exception:
  13. 13. Example B Identify a pattern, trend or exception:
  14. 14. Example C Identify a pattern, trend or exception:
  15. 15. Example
  16. 16. Example D Identify a pattern, trend or exception:
  17. 17. Example D Evokes a Story Identify a pattern, trend or exception:
  18. 18. Example E Identify a pattern, trend or exception:
  19. 19. Example Truly Tells the Story To be compelling, efficiently display meaningful and unambiguous data. E Identify a pattern, trend or exception:
  20. 20. Example Truly Tells the Story To be compelling, efficiently display meaningful and unambiguous data. E Identify a pattern, trend or exception: Stacking is now respectable*… *overlaying elements is a beneficial charting technique
  21. 21. How to Produce an Effective Chart 1.  Know when not to chart (a table or list may be preferable) 2.  Know your data (source, scope… clean & complete?) 3.  Consider your audience (their needs & familiarity) 4.  Determine chart’s message or focus 5.  Select an effective chart type (to best convey message) 6.  Construct data transforms (aggregate/augment, as needed) 7.  Conduct pre-flight checklist (for QA & K.I.S.S. testing)
  22. 22. Know when not to chart 53%* of 2010 class is female *dataset 98% complete the chart in this example is a waste of space
  23. 23. Know your data Example Four sets of data that produce identical statistics can look quite different when graphed... (Anscombe’s Quartet)
  24. 24.  Ranking comparison (ordered by size or quantity)  Categorical/Nominal comparison (no inherent natural order)  Time series, Ordered intervals (contiguous X-axis values)  Proportion of the Whole (contribution/composition)  Variance/Deviation (to goal, history or other reference value)  Distribution (frequency, range, concentration)  Correlation (causation, dependent variable, pattern echo) Common uses for business charts:
  25. 25. Select the best chart type for the message  Bar, Vertical  Bar, Horizontal  Line  Area  Pie To rank items, show counts, magnitudes, discrete frequency distributions; to compare different categories or one category under varied conditions; Horizontal especially suited for displaying many categories or when category labels are lengthy To show contiguous change and other functional relationships over time; good for multiple data series; slope of line between points conveys “shape”; Area charts additionally suggest cumulative values To represent ratios and relative proportions; inherently conveys composition and contribution
  26. 26. Composite Charts in FileMaker Pro  Bullet  Sparkline  Horizon  Gauge
  27. 27. Composite Charts in FileMaker Pro  Bullet graphs stackingorder—> invented by Stephen Few “horizontal bar charts on steroids” conveys several data points qualitatively
  28. 28. Composite Charts in FileMaker Pro  Sparklines invented by Edward Tufte “data-intense, design-simple, word-sized graphics” +10% 0 –10% +5% 0 –5% compact but informative with high data density Conveys the “shape” of data over time Can present as area chart; colorize for further +/– clarity:
  29. 29. Composite Charts in FileMaker Pro  Horizon charts stackingorder—> an atypical chart type (inverted negative scale); requires viewer familiarity “extremely dense information packing”
  30. 30. Construct data transforms as needed  Aggregate: summarized total, count, average, running average  Segment: derive subset attributes (e.g. month name, price tier)  Factor: inflation-adjusted, year-to-year change, time-shifting  Augment: extend data with truly new data (via web services, etc.)  Find: full year, by category, include/omit “others”  Organize/Sort: for display, e.g. multiple years by month Derive new data to tell the real story
  31. 31. Chart Palettes Normal vision Simulated red-green blind First 20 colors of each FMP 11 paletteFirst 20 colors of each FMP 11 palette
  32. 32. Color Blindness Normal vision Simulated red-green blind Usability resources: Photoshop CS4+ Vischeck.com Colorschemedesigner.com Etre.com
  33. 33. Cognitive Tendencies We have difficulty discerning volumes and angles How easily can you rank the following slices by size? How about the bars?
  34. 34. Cognitive Tendencies We are often fooled by “obvious” attributes What is the difference between these two charts?
  35. 35. Cognitive Tendencies non-zero Y-axis scale minimum Misleading Accurate and Truthful What is the difference between these two charts? We are often fooled by implied attributes
  36. 36. Chart Scaling in FileMaker Pro notice the scale range when the spread (low-to-high range of values) is ≥20%
  37. 37. Chart Scaling in FileMaker Pro charts dynamically scale when the value spread is <20% (assuming y-axis scale min-max is not set)
  38. 38. Chart Scaling in FileMaker Pro notice the largest value is 90% of the scale max
  39. 39. Chart Scaling in FileMaker Pro auto-scale expands when a value is >90% (or <14%) of scale range
  40. 40. Charting Pre-flight Checklist  No chart/multiple charts considered  Human factors accounted for  Chart has clear message or focus  Chart type matches message  Data integrity confirmed  Min-max scale covers plotted data  Y-Axis label: units matches data  Y-Axis starts at zero (or has reason not to)  Pie charts have 7 or fewer slices  Data sorted correctly Pie chart slices in decreasing size Bar charts by rank or name order Time series complete and in sequence  Audience attributes considered  Sources footnoted for credibility  Data selection criteria documented  Last update & author info optionally noted  Chart title lists data source & data range  Descriptors (titles, legend, labels) complete  Legible font face, size and color  Color consistently applied  Info “chunked”: overview first, then detail  Each element serves a clear purpose  High data/ink ratio — chartjunk removed  Other design principles applied as needed
  41. 41. Q & A  Additional resources: – demo files at savvydata.com/resources/

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