Choose the right visual

1. Choose the Right Visual Lorenzo Vercellati

2. Lorenzo Vercellati • Power BI Solution Architect @SolidQ • BI Reporting Microsoft certified • PUG Milan Leader, SQL Saturday Speaker, DIAD Instructor • 20 years burnin’ down the Data road • Medieval History Graduated, Homebrewer, Football and Movie addicted • @supergimi • Linkedin.com/in/lorenzovercellati/

3. Disclaimer

4. Session Objectives & Agenda • Identify the best practice to develop an effective and efficient data visualization • Who is a data storyteller? • Types and Goals of a data visualization • Visualization Guidelines • Main visuals Best practices

5. Between Art and Science

6. Data Cathedral

7. The Pillars of the Earth Power Query Data Model Visuals

8. Product not Sum Power Query Data Model Visuals

9. Product not Sum When a pillar collapses, the whole report falters

10. Welcome to the Report Cemetery

11. Focus on Visuals

12. Who is a Data Storyteller?

13. Between Art and Science

14. Looking for a Power Leonardo

15. Artistic Half Skills • Comunication • Innovatation • Taste Scientist Half Skill Knowledge of • Perception Rules • Visualization Best Practices Skills

16. “Hard Work never beats Talent when Talent works hard”

17. UI != UX

18. Different Data Visualizations Dashboards Reports Data Storytelling

19. Dashboards A dashboard is a visual display of the most important information needed to achieve one or more objectives that has been consolidated on a single computer screen so it can be monitored at a glance

20. Reports • Data Analysis • Interactions • Drills • You can prepare the pitch, but the user plays the game

21. Data Storytelling • You tell the story • You define the timeline • You can use more tools and tricks

22. Human Perception

23. The Visualization Wheel Density Multidimensionality Originality Novelty Figuration Functionality Abstraction Redundancy Familiarity Unidimensionality Lightness Decoration

25. “Is beauty sometimes useful? Certainly. Is beauty always useful? Certainly not.” - Stephen Few, “Should data visualization be beautiful?”

28. Differences Human brain works better on tone differences then on shape difference 4 3 6 7 9 8 1 2 5 5 1 1 5 6 1 1 5 8 1 3 4 1 5 3 4 5 1 1 5 2 6 1 3 1 9 2 5 1 2 1 8 9 5 2 1 6 1 1 6 1 2 4 1 8 1 6 1 5 8 2 1 4 1 1 4 1 8 1 9 5 1 2 8 1 9 1 1 5 1 1 5 1 1 6 2 6 1 9 1 5 1 2 2 1 4 1 6 1 8 2 1 4 1 2 4 4 3 6 7 9 8 1 2 5 5 1 1 5 6 1 1 5 8 1 3 4 1 5 3 4 5 1 1 5 2 6 1 3 1 9 2 5 1 2 1 8 9 5 2 1 6 1 1 6 1 2 4 1 8 1 6 1 5 8 2 1 4 1 1 4 1 8 1 9 5 1 2 8 1 9 1 1 5 1 1 5 1 1 6 2 6 1 9 1 5 1 2 2 1 4 1 6 1 8 2 1 4 1 2 4

29. Cleveland - McGill

30. Let’s Visual

31. The Wild Bunch 34 Default Visuals 100+ Custom Visuals

32. The Wild Bunch https://www.sqlbi.com/ref/power- bi-visuals-reference/

33. No more Pie Chart Leave them to those who can really get something out of it!

34. Rainbow Chart • No evaluable difference • Too many colors to manage • Needs labels • Needs legend

35. “If you can eat it, Don’t use it in Power BI”

36. Just a small slice Use pie chart only to put in evidence a single part vs. Total

37. Pie vs Bar Demo

38. Time Series Use lines

39. Time Series Sometimes column chart Column, No bar! Time is from left to right

40. Categorical Data Column or bar chart

41. Stacked Charts Use moderately They are the right choice only when we must display multiple instances of a whole and its parts, with emphasis on the whole

42. Stacked Charts Rember Cleveland – McGill!

43. 100% Stacked Charts

44. Stacked Charts

45. Stacked Charts

46. Waterfall

47. Waterfall Revisited

48. Combo Chart Different series in the same chart could suggest correlation: be sure correlation is real!

49. Splitted Combo Chart Split them if you have space enough

50. Relationships Between Measures Scatterplot

51. Don’t use size if you can

52. Don’t use size if you can 7 ? 13

53. Bubble Size Demo

54. Don’t use size if you can >

55. Maps: Which one? When? How? Out of the Box Vs. Custom

56. Map • Categorize your data to help Bing Service • Use combination of Location field and Longitude and Latitude with drill down for good results

57. Shape Map A shape map is a visual built to show comparisons of regions on a map by applying different colors to each region. Create your custom shape maps using mapshaper.org o free tools like QGis You can also update manually your TopoJSON

58. Shape Map

59. Shape Map Demo

60. Is There Anybody Out There?

61. Mapbox • Requires access token • Shows large number of points • Multiple background layers, including custom • Cluster, Heatmap, Circles & Choropleth • Need to aggregate data manually

62. Synoptic Panel

63. Tables and Matrices are the cause of 95% death of data visualization projects

64. Tables & Matrices Avoid: • Borders • Strong Background colors • Scrollbar (if it’s possible!) Use Conditional Formatting Responsibly!

65. Custom Visuals?

66. Colors

67. Colors • Colors must have a significate • Mind Color consistency • Follow your artistic talent but also some designer guide!

68. Color usage

69. Color usage

70. Consistency

71. Recap

72. Welcome to the Viz Club

73. 1st Rule You do not use Pie Chart

74. 2nd Rule You do not use Pie Chart

75. Less is more Keep it Simple! Keep it Clear!

76. “A report is like a joke: If you have to explain it, it's bad design”

77. It’s not when you have nothing else to add, It’s when you have nothing to take away Perfection

78. Bibliography • Alberto Cairo, The Truthful Art • Alberto Cairo, The Functional Art • Cole Nussbaumer Knaflic, Storytelling With Data • Stephen Few, Information Dashboard Design

79. Useful Links • http://www.storytellingwithdata.com/ • https://www.perceptualedge.com/ • https://micoyuk.com/ • https://blog.hubspot.com/marketing/color-theory-design • https://coolors.co/

80. Thank you!

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