Iain Curtain
Edgewater Ranzal




WHY DATA VISUALIZATION IS IMPORTANT
IN DELIVERING ACTIONABLE INSIGHT
Agenda

• Introduction
• Design examples
• Understanding the customer
• What makes good design
• How to apply this to reporting
• Summary and examples
• Questions
About
Customer Sample
Design Examples

                  -   Lots of images
                  -   Attention not drawn
                      to specific items
                  -   Too much color
                  -   Visuals used when
                      charts or data could
                      convey messages
                      better
                  -   Waste of valuable
                      screen real estate
Design Examples

                  -   3-D rendering
                      makes it harder to
                      interpret the values
                  -   Forecasted Units
                      and Dollars lines
                      connect the regions,
                      when they are
                      distinct data points
                  -   Dollars and Year
                      Ago Dollars are
                      stacked, when they
                      are also distinct
                      values
                  -   Excessive use of
                      the word ‘Region’
Design Examples

                  -   Recent example of
                      visuals over
                      substance and
                      meaning
                  -   Very difficult to
                      determine
                      correlation between
                      circle sizes
Design Examples

                  -   Dark images and
                      background distract
                      the viewer
                  -   Cannot determine
                      trends with only 2
                      data points
                  -   Confusing as 2010
                      values are not
                      circles
                  -   Visuals used when
                      charts or data could
                      convey messages
                      better
Customer Maturity

                        Customers are on a
                        reporting journey and
                        determining what their
                        requirements and
                        future plans are
          Scorecards    important in
                        understanding where
                        they are, what their
         Dashboards     needs are and where
                        they think they are
                        going.
         Mgmt Reports   You must satisfy the
                        pre-requisites before
                        climbing up the
          Operations    pyramid.



          Foundation
Customer Maturity
     Areas to grow


                                            Consider 3 different
                                            part of the organization
                                            at different stages of
                                            maturity:
                                            - Finance = Area 1
                                            - Logistics = Area 2
                                            - Manufacturing =
                                                Area 3
Maintain current

  operations
   business




                     Area 1   Area 2   Area 3
User Requirements


•   Talk to users

•   Listen to users

•   Ask why, why, why?
Good design concepts


•   Memory limits

•   Encoding data for rapid perception

•   Gestalt principles of perception
Memory Limits


•   Iconic memory – visual cues, pre-conscious
    /pre-attentive processing

•   Short term memory – conscious
    processing, 3-9 chunks only

•   Long term memory
Data Encoding

                               -   How many 3’s can
                                   you find?


                               -   As there is no
1723957695026398027384956012       encoding of data,
                                   we process
9847536970898726547867925019       sequentially –
                                   attentive processing
2005928976548102985079827158       - very slow!

0297456478597069873940588698
5726327189506972915069871256
2783789
Data Encoding

                               -   7 is the correct
                                   answer

                               -   Much easier to see
                                   when data is in a
1723957695026398027384956012       different color, the
                                   same goes for
9847536970898726547867925019       bolding, size, shape
                                   and orientation
2005928976548102985079827158       changes as well

0297456478597069873940588698
5726327189506972915069871256
2783789
Gestalt Principles

                                Here we see:
               •   Proximity
                                -   2 groups rather than
                                    7 blogs

                                -   2 different sets
                                    within the groups

                                -   2 further groups
               •   Similarity       within the groups




               •   Enclosure
Gestalt Principles

                              Our minds:
             •   Closure      -   Close

                              -   Continue

                              -   Link

                              even though these can
             •   Continuity   be seen as discrete
                              items.




             •   Connection
Applying concepts


•   Focus on the value add you are showing by organising
    and minimising the data shown.

•   Arrange information in a way that makes sense, making
    sure that the important data stands out.
Edward R Tufte




•   Tufte provided lots of thought around how we view and
    perceive data
Data Ink Ratio




•   Key concepts: reduce non data ink from graphics, focus
    on the values

•   Reduce graphic paraphernalia (chartjunk)
Chartjunk




•   Which of these has clutter
    and unnecessary items?

•   Which is easier to see the
    data?
Colin Ware

                             Colin Ware
              Information Visualization -
             Perception for Design, 2000

              “We can easily see patterns
     presented in certain ways, but if they
         are presented in other ways they
                        become invisible.”
Colin Ware

                    We distinguish the
                    items if different in
                    terms of:
        •   Color   -   Color – either hue or
                        intensity

                    -   Form – can also be
                        size, shape,
                        orientation




        •   Form
Colin Ware

                       We distinguish the
                       items if different in
                       terms of:

        •   Position   -   Position

                       -   Motion:
                           flashing/moving
                           should only be used
                           for real time data or
                           issues requiring
                           immediate attention




        •   Motion
Stephen Few




•   Combined previous theories and melded with current
    designs and dashboard and communication ideas
Stephen Few
              This simple example
              shows how we can’t
              easily compute size
              variations in area.

              The large circle is 16
              time larger.

              Pie and area charts
              should not be used as
              we cannot quickly
              recognize the
              differences.
How does this help us?

 •   Simplify – reduce the data presented


 •   Simplify – concentrate on important
     information

 •   Simplify – remove unnecessary color and
     distractions
Examples

           Top example is very
           difficult to read and
           interpret numbers.


           Bottom report is
           cleaner and can easily
           see the items without
           distracting border and
           shading.
Examples

           Top example is very
           distracting and difficult
           to focus on areas that
           need attention.


           Bottom report is much
           cleaner and easier to
           see items needing
           attention.
Design Examples

                  Much easier to
                  compare the different
                  market capitalizations
                  when presented as a
                  bar chart.

                  Also much easier to
                  see the best/worse if
                  ordered.
Design Examples
Design Examples
        1,600                                           1,500.0
        1,400
        1,200
        1,000
                                                                                                           UK
               800
                                                                                                           Germany            In charting the previous
               600
                                                                                                           North America      graphic, it’s obvious
               400
                                                             165.8                                                            that there is no
US$ Millions




               200             128.573.5
                                         20.4                     25.2              4.3 45.0 2.9                              relationship between
                         0
                                   2005                      2009                       2010                                  the years or countries.

                                                                                                                              Maybe a table would
                       1,600            1,500.0                                                                               have been better?
                       1,400
                       1,200
                       1,000
                                                                                                                       2005
                         800
                                                                                                                       2009
                         600
                         400                                                                                           2010
                                   128.5                                 165.8
                                                                  73.5
               US$ Millions




                         200                      4.3                            45.0          20.4 25.2 2.9
                           0
                                           UK                       Germany                    North America
Edward R Tufte
               The Visual Display of
      Quantitative Information, 1983

 “Graphical excellence is that which
       gives the viewer the greatest
number of ideas in the shortest time,
    with the least ink in the smallest
                               space.”
Iain Curtain
Consultant
iain.curtain@ranzal.com
http://thinsliced.wordpress.com/
202 683 0874
www.ranzal.com

Why Data Visualization is Important in Delivering Actionable Insight

  • 1.
    Iain Curtain Edgewater Ranzal WHYDATA VISUALIZATION IS IMPORTANT IN DELIVERING ACTIONABLE INSIGHT
  • 2.
    Agenda • Introduction • Designexamples • Understanding the customer • What makes good design • How to apply this to reporting • Summary and examples • Questions
  • 3.
  • 4.
  • 5.
    Design Examples - Lots of images - Attention not drawn to specific items - Too much color - Visuals used when charts or data could convey messages better - Waste of valuable screen real estate
  • 6.
    Design Examples - 3-D rendering makes it harder to interpret the values - Forecasted Units and Dollars lines connect the regions, when they are distinct data points - Dollars and Year Ago Dollars are stacked, when they are also distinct values - Excessive use of the word ‘Region’
  • 7.
    Design Examples - Recent example of visuals over substance and meaning - Very difficult to determine correlation between circle sizes
  • 8.
    Design Examples - Dark images and background distract the viewer - Cannot determine trends with only 2 data points - Confusing as 2010 values are not circles - Visuals used when charts or data could convey messages better
  • 9.
    Customer Maturity Customers are on a reporting journey and determining what their requirements and future plans are Scorecards important in understanding where they are, what their Dashboards needs are and where they think they are going. Mgmt Reports You must satisfy the pre-requisites before climbing up the Operations pyramid. Foundation
  • 10.
    Customer Maturity Areas to grow Consider 3 different part of the organization at different stages of maturity: - Finance = Area 1 - Logistics = Area 2 - Manufacturing = Area 3 Maintain current operations business Area 1 Area 2 Area 3
  • 11.
    User Requirements • Talk to users • Listen to users • Ask why, why, why?
  • 12.
    Good design concepts • Memory limits • Encoding data for rapid perception • Gestalt principles of perception
  • 13.
    Memory Limits • Iconic memory – visual cues, pre-conscious /pre-attentive processing • Short term memory – conscious processing, 3-9 chunks only • Long term memory
  • 14.
    Data Encoding - How many 3’s can you find? - As there is no 1723957695026398027384956012 encoding of data, we process 9847536970898726547867925019 sequentially – attentive processing 2005928976548102985079827158 - very slow! 0297456478597069873940588698 5726327189506972915069871256 2783789
  • 15.
    Data Encoding - 7 is the correct answer - Much easier to see when data is in a 1723957695026398027384956012 different color, the same goes for 9847536970898726547867925019 bolding, size, shape and orientation 2005928976548102985079827158 changes as well 0297456478597069873940588698 5726327189506972915069871256 2783789
  • 16.
    Gestalt Principles Here we see: • Proximity - 2 groups rather than 7 blogs - 2 different sets within the groups - 2 further groups • Similarity within the groups • Enclosure
  • 17.
    Gestalt Principles Our minds: • Closure - Close - Continue - Link even though these can • Continuity be seen as discrete items. • Connection
  • 18.
    Applying concepts • Focus on the value add you are showing by organising and minimising the data shown. • Arrange information in a way that makes sense, making sure that the important data stands out.
  • 19.
    Edward R Tufte • Tufte provided lots of thought around how we view and perceive data
  • 20.
    Data Ink Ratio • Key concepts: reduce non data ink from graphics, focus on the values • Reduce graphic paraphernalia (chartjunk)
  • 21.
    Chartjunk • Which of these has clutter and unnecessary items? • Which is easier to see the data?
  • 22.
    Colin Ware Colin Ware Information Visualization - Perception for Design, 2000 “We can easily see patterns presented in certain ways, but if they are presented in other ways they become invisible.”
  • 23.
    Colin Ware We distinguish the items if different in terms of: • Color - Color – either hue or intensity - Form – can also be size, shape, orientation • Form
  • 24.
    Colin Ware We distinguish the items if different in terms of: • Position - Position - Motion: flashing/moving should only be used for real time data or issues requiring immediate attention • Motion
  • 25.
    Stephen Few • Combined previous theories and melded with current designs and dashboard and communication ideas
  • 26.
    Stephen Few This simple example shows how we can’t easily compute size variations in area. The large circle is 16 time larger. Pie and area charts should not be used as we cannot quickly recognize the differences.
  • 27.
    How does thishelp us? • Simplify – reduce the data presented • Simplify – concentrate on important information • Simplify – remove unnecessary color and distractions
  • 28.
    Examples Top example is very difficult to read and interpret numbers. Bottom report is cleaner and can easily see the items without distracting border and shading.
  • 29.
    Examples Top example is very distracting and difficult to focus on areas that need attention. Bottom report is much cleaner and easier to see items needing attention.
  • 30.
    Design Examples Much easier to compare the different market capitalizations when presented as a bar chart. Also much easier to see the best/worse if ordered.
  • 31.
  • 32.
    Design Examples 1,600 1,500.0 1,400 1,200 1,000 UK 800 Germany In charting the previous 600 North America graphic, it’s obvious 400 165.8 that there is no US$ Millions 200 128.573.5 20.4 25.2 4.3 45.0 2.9 relationship between 0 2005 2009 2010 the years or countries. Maybe a table would 1,600 1,500.0 have been better? 1,400 1,200 1,000 2005 800 2009 600 400 2010 128.5 165.8 73.5 US$ Millions 200 4.3 45.0 20.4 25.2 2.9 0 UK Germany North America
  • 33.
    Edward R Tufte The Visual Display of Quantitative Information, 1983 “Graphical excellence is that which gives the viewer the greatest number of ideas in the shortest time, with the least ink in the smallest space.”
  • 34.