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z al
                             an
                           rR
                  ate
 Field of Reporting Dreams
                w
                  d ge
                    fE
                 yo
How data visualization can give you an
               t
             erbringing and maintaining
          r p
extra edgeoin
        P     happy users
                         Iain Curtain
                         Edgewater Ranzal

                                        #Kscope
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
About Ranzal
                                   z al
                                 an
                               rR
                          w ate
                      d ge
                  o fE
            rty
      ro pe
     P




                                          #Kscope
Customer Sample
                                  z al
                                an
                              rR
                         w ate
                     d ge
                 o fE
           rty
     ro pe
    P




                                         #Kscope
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
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
Organization Maturity
                           z al
                         an
                       rR
                w ate
                ge
             Ed
          Scorecards
        y of
       ert Dashboards
   Prop
         Mgmt Reports

          Operations

          Foundation
                                  #Kscope
Organization Maturity
                                            z al
                                         an
                                       rR
                                    ate
  Areas
                                  w
                                ge
    to
  grow
                              d
                          o fE
                    rty
              ro pe
 Maintain
             P
  current
 business
operations

             Area 1          Area 2       Area 3
                                                   #Kscope
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
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
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
Design Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Design Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Design Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Design Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
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
Memory Limits
                                    z al
    Iconic memory                 an
                                rR
•


                           w ate
                           ge
•   Short term memory   Ed
                     of
                 rty
            ro
    Long term  pe memory
•
          P




                                           #Kscope
Data Encoding
                                        al
172395769402639802738495601          nz
                                  Ra
298474369708987264347867923   ter
                           wa
                        ge
                     Ed
039200492897654810298607982
                  of
              rty
           pe
725802974164783970698739405
        ro
      P
886985726327189606972914069
87125627837895

                                     #Kscope
Data Encoding
                                        al
172395769402639802738495601          nz
                                  Ra
298474369708987264347867923   ter
                           wa
                        ge
                     Ed
039200492897654810298607982
                  of
              rty
           pe
725802974164783970698739405
        ro
      P
886985726327189606972914069
87125627837895

                                     #Kscope
Gestalt Principles
                                     al
                           •
                                  nz
                                Proximity
                               r Ra
                        w ate
                    d ge
                o fE
          rty
    ro pe                  •    Similarity
   P


                           •    Enclosure
                                             #Kscope
Gestalt Principles
                                     al
                                  nz
                              • Closure

                             r Ra
                        w ate
                    d ge
                o fE
          rty
    ro pe                       •   Continuity
   P



                                •   Connection
                                            #Kscope
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
Edward R Tufte
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Data Ink Ratio
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Chart Junk
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Chart Junk
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Chart Junk
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Chart Junk
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Chart Junk
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
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
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
Colin Ware
                                     z al
                                  Ran
                              • r Color
                            ate
                        g ew
                    f Ed
            rt yo
    ro pe
   P

                               •   Form

                                            #Kscope
Colin Ware
                                     z al
                                  Ran
                              • r Position
                            ate
                        g ew
                    f Ed
            rt yo
    ro pe
   P

                               •   Motion

                                             #Kscope
Stephen Few
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Stephen Few
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
How does this help us?
    Simplify                            z al
                                      an
•

                                    rR
                               w ate
                           d ge
    Simplify           o fE
                 rty
•


           ro pe
          P
•   Simplify

                                               #Kscope
Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
Design Examples
                                 z al
                               an
                             rR
                        w ate
                    d ge
                o fE
          rty
    ro pe
   P




                                        #Kscope
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 pe
P          gives the viewer the greatest
     number of ideas in the shortest time,
        with the least ink in the smallest
                                   space.”


                                          #Kscope
Questions
                                    z al
                                  an
                                rR
                           w ate
                      d ge
                 o fE
Iain Curtainpe rty
       P ro
Senior Consultant
icurtain@ranzal.com
202 683 0874
ranzal.com
thinsliced.wordpress.com
ranzal.wordpress.com/


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

  • 1. z al an rR ate Field of Reporting Dreams w d ge fE yo How data visualization can give you an t erbringing and maintaining r p extra edgeoin P happy users Iain Curtain Edgewater Ranzal #Kscope
  • 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. About Ranzal z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 4. Customer Sample z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 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. 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. Organization Maturity z al an rR w ate ge Ed Scorecards y of ert Dashboards Prop Mgmt Reports Operations Foundation #Kscope
  • 8. Organization Maturity z al an rR ate Areas w ge to grow d o fE rty ro pe Maintain P current business operations Area 1 Area 2 Area 3 #Kscope
  • 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. 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. 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. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 13. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 14. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 15. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 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. 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. Data Encoding al 172395769402639802738495601 nz Ra 298474369708987264347867923 ter wa ge Ed 039200492897654810298607982 of rty pe 725802974164783970698739405 ro P 886985726327189606972914069 87125627837895 #Kscope
  • 19. Data Encoding al 172395769402639802738495601 nz Ra 298474369708987264347867923 ter wa ge Ed 039200492897654810298607982 of rty pe 725802974164783970698739405 ro P 886985726327189606972914069 87125627837895 #Kscope
  • 20. Gestalt Principles al • nz Proximity r Ra w ate d ge o fE rty ro pe • Similarity P • Enclosure #Kscope
  • 21. Gestalt Principles al nz • Closure r Ra w ate d ge o fE rty ro pe • Continuity P • Connection #Kscope
  • 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. Edward R Tufte z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 24. Data Ink Ratio z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 25. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 26. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 27. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 28. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 29. Chart Junk z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 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. 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. Colin Ware z al Ran • r Color ate g ew f Ed rt yo ro pe P • Form #Kscope
  • 33. Colin Ware z al Ran • r Position ate g ew f Ed rt yo ro pe P • Motion #Kscope
  • 34. Stephen Few z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 35. Stephen Few z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 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. Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 38. Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 39. Design Examples z al an rR w ate d ge o fE rty ro pe P #Kscope
  • 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 pe P gives the viewer the greatest number of ideas in the shortest time, with the least ink in the smallest space.” #Kscope
  • 41. Questions z al an rR w ate d ge o fE Iain Curtainpe rty P ro Senior Consultant icurtain@ranzal.com 202 683 0874 ranzal.com thinsliced.wordpress.com ranzal.wordpress.com/ #Kscope
  • 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