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COPYRIGHT ©2018 IDERA, INC. ALL RIGHTS RESERVED.
Building Effective Data
Visualizations
Stan Geiger
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Stan Geiger
• Director of Product Management, Idera Inc.
• 25 years experience
• Developer
• DBA
• Data Architect
• Business Intelligence Architect
• Speaker at technical events
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
“Business intelligence (BI) is a technology-driven
process for analyzing data and presenting
actionable information to help executives,
managers and other corporate end users make
informed business decisions.”
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
What is Business Intelligence?
• Provides historical, current and predictive views of
business operations.
• Help identify, develop and create new strategic business
opportunities.
• Provide businesses with a competitive market advantage
and long-term stability.
• Combines data derived from the market in which a
company operates (external data) with data from
company sources internal to the business such as
financial and operations data (internal data)
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
What is Business Analytics?
• Business Analytics uses statistical and quantitative tools for explanatory and
predictive modelling.
• Business Analytics is the subset of BI focusing on statistics, prediction, and
optimization, rather than the reporting functionality
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
BI vs Analytics
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Applying Business Intelligence
• Performance metrics and benchmarking
• Analytics quantify processes for a business to arrive at optimal decisions, and
to perform business knowledge discovery.
• Business reporting can use BI data to inform strategy
• Enable data sharing
• Knowledge management
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
BI and Data Visualization
• A Picture Is Worth a Thousand Words
• We are wired for visuals. Half of our brain is dedicated to visual functions
• 90% of the information transmitted to the brain is visual
• We process images 60,000 times faster than text
• Perception involves subconscious processing of visuals.
• Things like position, color, alignment, size and shape can be processed
subconsciously.
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
BI and Data Visualization
• How do I communicate this data in a way
that can be understood by everyone?
• Business leaders need the ability to easily
drill down into the data
• Data visualization brings business
intelligence to life.
• Visualize the data in many different ways
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Data Visualization Example
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Have a Methodology
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Know Your Audience
• Understand who the primary
users are
• What are they interested in?
• Figure out how they would
perceive the data
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Define Resulting Actions
• What actions could the audience take?
• Determine other supporting visualization
• Build drill down capabilities
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Classify Your Dashboard
Classify your dashboards as one of three types:
1. Operational Dashboard – A regularly updated answer to a question or line of inquiry that
frequently monitors operational concerns in response to events or on an ad-hoc basis.
2. Strategic/Executive Dashboard – A high level view of a question or line of inquiry that is
usually answered in a routine, specific way and usually presents KPIs in a minimally
interactive way.
3. Analytical Dashboard – A highly interactive view that provides a variety of investigative
approaches to a specific central topic with a few corollary contextual views.
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Profile Your Data
Classify your data in these three categories:
1. Categorical – Data that logically belongs together, such as: North America, Europe, and Asia.
2. Ordinal – Data that logically belongs together and has a logical sequence: 1st place, 2nd place,
3rd
3. Quantitative – Data that defines “how much” of something there is: $1 million in sales, 20°
Celsius, 150 defects.
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Use Proper Visualizations
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices – Iterative Design
• Use an Agile approach
• Start with a proof of concept and move on from there
• Gather feedback early and often
• Avoid “analysis paralysis”
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Best Practices - Examples
• Aqua Data Studio
• Database IDE
• Query & Analysis Tool
• Visual Query Builder
• Visual Analytics
• ER Modeler
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Examples
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Examples
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Examples
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Examples
COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED
Examples

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Building Effective Data Visualizations

  • 1. COPYRIGHT ©2018 IDERA, INC. ALL RIGHTS RESERVED. Building Effective Data Visualizations Stan Geiger
  • 2. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Stan Geiger • Director of Product Management, Idera Inc. • 25 years experience • Developer • DBA • Data Architect • Business Intelligence Architect • Speaker at technical events
  • 3. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED “Business intelligence (BI) is a technology-driven process for analyzing data and presenting actionable information to help executives, managers and other corporate end users make informed business decisions.”
  • 4. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED What is Business Intelligence? • Provides historical, current and predictive views of business operations. • Help identify, develop and create new strategic business opportunities. • Provide businesses with a competitive market advantage and long-term stability. • Combines data derived from the market in which a company operates (external data) with data from company sources internal to the business such as financial and operations data (internal data)
  • 5. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED What is Business Analytics? • Business Analytics uses statistical and quantitative tools for explanatory and predictive modelling. • Business Analytics is the subset of BI focusing on statistics, prediction, and optimization, rather than the reporting functionality
  • 6. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED BI vs Analytics
  • 7. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Applying Business Intelligence • Performance metrics and benchmarking • Analytics quantify processes for a business to arrive at optimal decisions, and to perform business knowledge discovery. • Business reporting can use BI data to inform strategy • Enable data sharing • Knowledge management
  • 8. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED BI and Data Visualization • A Picture Is Worth a Thousand Words • We are wired for visuals. Half of our brain is dedicated to visual functions • 90% of the information transmitted to the brain is visual • We process images 60,000 times faster than text • Perception involves subconscious processing of visuals. • Things like position, color, alignment, size and shape can be processed subconsciously.
  • 9. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED BI and Data Visualization • How do I communicate this data in a way that can be understood by everyone? • Business leaders need the ability to easily drill down into the data • Data visualization brings business intelligence to life. • Visualize the data in many different ways
  • 10. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Data Visualization Example
  • 11. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Have a Methodology
  • 12. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Know Your Audience • Understand who the primary users are • What are they interested in? • Figure out how they would perceive the data
  • 13. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Define Resulting Actions • What actions could the audience take? • Determine other supporting visualization • Build drill down capabilities
  • 14. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Classify Your Dashboard Classify your dashboards as one of three types: 1. Operational Dashboard – A regularly updated answer to a question or line of inquiry that frequently monitors operational concerns in response to events or on an ad-hoc basis. 2. Strategic/Executive Dashboard – A high level view of a question or line of inquiry that is usually answered in a routine, specific way and usually presents KPIs in a minimally interactive way. 3. Analytical Dashboard – A highly interactive view that provides a variety of investigative approaches to a specific central topic with a few corollary contextual views.
  • 15. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Profile Your Data Classify your data in these three categories: 1. Categorical – Data that logically belongs together, such as: North America, Europe, and Asia. 2. Ordinal – Data that logically belongs together and has a logical sequence: 1st place, 2nd place, 3rd 3. Quantitative – Data that defines “how much” of something there is: $1 million in sales, 20° Celsius, 150 defects.
  • 16. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Use Proper Visualizations
  • 17. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices – Iterative Design • Use an Agile approach • Start with a proof of concept and move on from there • Gather feedback early and often • Avoid “analysis paralysis”
  • 18. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Best Practices - Examples • Aqua Data Studio • Database IDE • Query & Analysis Tool • Visual Query Builder • Visual Analytics • ER Modeler
  • 19. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Examples
  • 20. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Examples
  • 21. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Examples
  • 22. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Examples
  • 23. COPYRIGHT ©2018 IDERA, INC ALL RIGHTS RESERVED Examples