1. Online Intelligence Solutions Data Visualization and Dashboard Design LIVE WEBINAR 04/04/2013

2. Jacques WARREN CEO WAO/MARKETING Today’s Speaker If you feel like it: #measure

3. You’re very lucky You get 2 full training days in… 40 minutes!

4. DISCLOSURE I belong to a cult.

5. Why Care About Visualisation? Analytics Governance Data-Viz belong here

6. Why Care About Data Visualization?

7. You don’t make friends with this: Why care about data visualization?

8. Or this: Why care about data visualization?

9. - Believe it or not, creating efficient graphs is not easy, even with Excel! - Confusion is the main problem. - So, clarity then becomes the number one goal! - Graphs are used to communicate a maximum of relevent information as immediately as possible. Why care about data visualization?

10. - One major problem with analytics is adoption of its results and recommendations. - Communicating clearly definitely increase analytics chances of success. Why care about data visualization?

11. Fundamental Visualization Principles

12. In Information Visualization : Perception for Design, Colin Ware identifies several pre- cognitives attributes: Color – Difference Couleur - Intensity Position – 2D Form - Orientation Form - Length Form - Thickness Form - Size Form - Form Form - Mark Form - Enclosure Movement - Blinking Coulor – Contextual Perception text Fundamental Visualization Principles The Power of the Human Eye

13. Getsalt of visual perception (partial) ProximitySimilarity Enclosure and continuity Linking Fundamental Visualization Principles The Power of the Human Eye

14. The power of the line 20002010 SalesProfitsSalesProfitsSalesProfits Fundamental Visualization Principles

15. First Principle Don’t visualize!!! Fundamental Visualization Principles

16. Two General Types Tables & Graphs Fundamental Visualization Principles

17. Tables for values Graphs for trends/Overall comparison Two General Types Fundamental Visualization Principles

18. Facilitate understanding Source : Système CRM Or at least try not to hinder it! Fundamental Visualization Principles

19. Should be self- sufficient Source : Our CRM TITLE UNITS CATEGORY SOURCE REFERENCE PERIOD LEGEND “The Central region had the best sales, while the East region had losses.” Alternative Title Fundamental Visualization Principles

20. Optimize attention time Source : Système CRM Visualization allows for immediate comparison (length), while color can be used to quickly bring attention. Fundamental Visualization Principles

21. Basic Visual Elements DotsBarsLines 90% Fundamental Visualization Principles

22. Basic Visual Elements - Dots Fundamental Visualization Principles

23. Basic Visual Elements - Lines Fundamental Visualization Principles

24. Basic Visual Elements - Bars Fundamental Visualization Principles

25. Colors are semantically charged Don’t forget color blind people! Fundamental Visualization Principles

26. Semantic Charges of Colors – Bringing attention Different Colors Different Hues Fundamental Visualization Principles

27. Choosing a Color Palette Fundamental Visualization Principles A B C Company Specific D

28. Graphical excellence is that which gives to the viewer the greatest number of ideas in the shortest time with the least ink in the smallest space. Graphical excellence is the well-designed presentation of interesting data” Edward Tufte, The Visual Display of Quantitative Information, 1983 What is Graphical Excellence? Fundamental Visualization Principles

29. The famous Data-Ink Ratio “Above all, show the data” Edward Tufte Fundamental Visualization Principles

30. Avoid Chart Junk Fundamental Visualization Principles

31. Lower the Lie Factor Fundamental Visualization Principles

32. The Ducks! Fundamental Visualization Principles

33. And the infamous infographics… Fundamental Principles of Design

34. Faulty, or Inefficient Visualization

35. Wrong scales Faulty, or Inefficient Visualization

36. Wrong height/width ratio Faulty, or Inefficient Visualization

37. 12% 16% 22% 20% 15,5% 14,5% Enough with pie charts! 22% 20% 16% 15,5% 14,5% 12% Faulty, or Inefficient Visualization

38. 12% 16% 22% 20% 15,5% 14,5% 22% 20% 16% 15,5% 14,5% 12% Faulty, or Inefficient Visualization Enough with pie charts!

39. Enough with 3-D!!! Cosmetic (!) Several categories Faulty, or Inefficient Visualization

40. Solution Examples From a Client

41. Examples from a client The 3D effect doesn’t add anything

42. Examples from a client Visualization was not necessary here

43. Examples from a client

46. New Visualization Types

47. Spark Lines In Excel 2010 New Visualization Types

48. Heat Maps New Visualization Types

49. Tree Maps New Visualization Types

50. Animated bubbles Introduced by Pr. Hans Rosling : gapminder.org Example : http://bit.ly/WZAxqL http://bit.ly/WZAxqL New Visualization Types – Animated Bubbles

51. Bullet Graphs Current Value Target Qualitative Thresholds New Visualization Types

52. Bullet Graphs & Sparklines Working horizontally

53. Dashboarding

54. In This Part What is a dashboard? Dashboard Design Project Main Steps Dashboard Design Fundamental Principles

55. You should kow… Dashboard Design: - Design 30% - Project Management 70%

56. What you see really is just the tip of the iceberg You should kow…

57. “A visual display of the most important information needed to achieve one or more objectives which fits entirely on a single computer screen so it can be monitored at a glance” Stephen Few What is a dashboard? So, a dashboard is a communication tool!

58. It is NOT an analytical tool Strategic View Operational View What is a dashboard?

59. The Pilot Metaphor What is a dashboard?

60. Dashboard Design & Production Steps Preliminary Decisions - Which metrics should be exposed? - What is the dashboard refresh frequency? - Who is the audience? - What platform to use (HighTech, Low Tech) ?

61. Project Stages - Writing functional specifications - Writing technical specifications - Making the wireframe - Making the design - Making the prototype - Making the dashboard with real data Dashboard Design & Production Steps

62. Writing specifications - Never a very “sexy” stage - Essential because of complexity of projects - Making modifications later than sooner always costs more money! Dashboard Design & Production Steps

63. Writing the specifications Dashboard Design & Production Steps

64. High Tech or Low Tech ? Important factors to consider: - Time - Technical complexity - Budget Dashboard Design & Production Steps Writing the specifications

65. Making the wireframe Putting the pieces together Dashboard Design & Production Steps

66. Making the design Get as close as possible to the final look & feel Dashboard Design & Production Steps

67. Making the prototype Excel is very good for prototyping CAVEAT: The chosen platform may have its own design limitations. Dashboard Design & Production Steps

68. Making the dashboard with real data Dashboard Design & Production Steps

69. You have to “sell” your project, and also insist on how important decisions are at each stage. Go through the approval cycle Dashboard Design & Production Steps

70. Breaking in period and training Dashboard Design & Production Steps

71. First, some clarification - You are limited by the platform you chose - Distribution has a strong impact on design Elementary Principles of Dashboard Design

72. Fits entirely on a single screen/view - We must see everything within the same screen - Avoid creating dashboards that require scrolling Elementary Principles of Dashboard Design

73. Organizing the area – Reading directions Elementary Principles of Dashboard Design

74. Organizing the area – Separating the zones Elementary Principles of Dashboard Design

75. Choosing Visualization – What & How NO! Graphs Sparklines Bullet Graphs 32% Numbers! Elementary Principles of Dashboard Design

76. Contextualising Results Fundamental element which bears meaning Determinng the comparison periods Elementary Principles of Dashboard Design

77. Contextualising Results

78. Should you leave room for comments? Elementary Principles of Dashboard Design

79. Neglecting to give context Common Design Mistakes

80. Choosing the wrong kind of visualization Common Design Mistakes

81. Using a non-optimized visualization Common Design Mistakes

82. Introducing useless variety Common Design Mistakes

83. Not showing everything on the same view Common Design Mistakes

84. Cluttering graphs and the dashboard with useless decoration Common Design Mistakes

85. Designing graphs and dashboards that are plain.. ugly! Common Design Mistakes

86. Using off-putting colors ! Common Design Mistakes

87. Examples of “trendy” design

91. Since I must conclude… - Communicating efficiently is very hard - Design must not take the place of information. - There can be 10 solutions to the same design problem; always choose data first.

92. If the statistics are boring, then you’ve got the wrong numbers. E. Tufte Visualization is not about putting lipstick on a pig

93. Online Intelligence Solutions www.waomarketing.com contact@atinternet.comjw@waomarketing.com www.atinternet.com Thank you!