TITLE IN COLORED BOX 1.Never change the square box shape 2.Allow text to wrap in the box shape 3.Title should be sentence caps (cap first word, only cap proper nouns) Phoenix Tableau User Group May 20, 2014

Phoenix Tableau User Group Agenda Requirement Gathering −Identify gaps in resources and business alignment during planning −Techniques to reduce scope-creep −What questions to ask to derive the correct KPIs Dashboard Design −How to apply simple design best practices −Storyboarding −Narrative −Feedback 1 Tableau helps people see and understand their data.

Phoenix Tableau User Group A Better Approach 2 1. Planning Roles and responsibilities Identify the Problem Requirements-gathering sessions Discuss Industry Best Practice KPIs Use an Agile approach 2. Scoping Sponsor Audience Data & Functional Requirements 3. Prototyping Storyboard concepts Promote Industry Best Practice Develop Narrative for easy navigation and understanding Incorporate colors, and charts that promote correct visual analysis 4. Go-Live / Maintain Increase awareness Increase user adoption Provide feedback mechanisms

Phoenix Tableau User Group We visualize quantitative data to perform three fundamental tasks in an effort to achieve three essential goals: These three tasks are so fundamental to data visualization. Data visualization is the use of visual representations to explore, make sense of, and communicate data. Visualization Fundamentals 3 - Stephen Few

Phoenix Tableau User Group Add interactivity to encourage exploration − Turn on quick filters − Turn on highlighting − Use URL Actions Make views more effective for your audience − Use custom tooltips − Minimize distractions − Make statements with titles and formatting − Provide zoom controls Control the sizing and layout − Use Fixed Size Dashboards − Develop Narrative for easy navigation and understanding − Incorporate colors, and charts that promote visual analysis Best Practices for Designing Dashboards 4

Phoenix Tableau User Group Simplicity − When the user is presented with the dashboard it should be easily understood at a glance and not overwhelm. Clarity − Our minds seek harmony and balance. A dashboard should be laid out in a balanced way. Efficiency − Aim for minimal complexity and maximum ease of use. Launch Visualization Simplicity | Clarity | Efficiency 5

Phoenix Tableau User Group Think of Your Analysis as a Story—Use a Story Structure − Find the story first: explore the data − Determine what you want people to do as a result − Write out the “story board” for your audience Be Authentic. Your Story will Flow − Make it personal, make it emotional − Start with metaphor or anecdote − Develop with data: authenticity is rooted in facts and facts are rooted in data − Supplement hard data with qualitative data Be Visual—Think of Yourself as a Film Editor − Use pictures, graphs, charts when possible − Design your graphs and charts for instant readability but allow for layers of meaning as the graph is studied So What Is a Good Story? 6

Phoenix Tableau User Group Make It Easy for Your Audience and You − Telling a story should be simple and direct. Recall and action will be that much stronger − Stick to 2-3 key issues and how they relate to your audience − No hoop jumping Invite and Direct Discussion − Focus on highlighting what the audience needs − Highlight key facts that relate to the story—the current state, rate of change, a key number. How does this link to story’s trend? − Extend the story parameters into questions − Invite them to continue the discussion via group discussion, blogs, intranets, user groups So What Is a Good Story? 7

Phoenix Tableau User Group Dashboard Examples – Design Problem 8

Phoenix Tableau User Group Dashboard Examples – Design Solution 9

Phoenix Tableau User Group Dashboard Examples – Design Problem 10

Phoenix Tableau User Group Dashboard Examples – Design Solution 11

Phoenix Tableau User Group Dashboard Examples – Design Problem 12  Slice 3 appears to be almost twice the size of slice 2.  However, the values in the table indicate that slice 2 is 18.09% while slice 3 is just 14.17%.  Another problem with this graph is less obvious. Pie charts are used to show parts of a whole. The sum of the parts must add up to 100%. The table adds up to 98.99%

Phoenix Tableau User Group Dashboard Examples – Design Solution 13  Simple design shows all the sectors and their corresponding allocations in a sorted table.  Although the table data can be easily associated with the corresponding bars to determine each sector’s percentage, discerning individual values is not the purpose of the bars.  The bars provide a means to rapidly compare the relative magnitudes of the values.

Phoenix Tableau User Group Dashboard Examples 14

Phoenix Tableau User Group References 15 Data Points: Visualization That Means Something By: Nathan Yau A New Requirements-Gathering Technique for Building Applications Users will Embrace Source Link Rapid Graphs with Tableau Software 8: The Original Guide for the Accidental Analyst By: Stephen Few Tableau 8: The Official Guide By: George Peck White Papers 5 Best Practices for Telling Great Data Stories - And Why it Will Make You a Better Analyst

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