DVT Unit3 Own
DVT Unit3 Own
● Identifying key patterns and trends: What are the significant changes or recurring
themes in the data?
● Discovering relationships: How do different data points relate to each other? Are there
any correlations or causations?
● Who Will See It?: Start by figuring out who your audience is. Are they C-level executives
(like CEOs or CFOs) who need a big-picture view, or senior managers who want more
detailed information?
● Tailor to Their Needs: Once you know your audience, think about what they care about
most. Make sure your storyboard includes information that speaks to their interests and
needs. For example, executives might want to see overall business performance, while
managers might be more interested in specific team metrics.
● Understand Their Objectives: Find out what your audience wants to achieve.
Understanding their goals will help you focus your storyboard on what really matters.
● Align with Pain Points: Consider any challenges or issues your audience is facing. Make
sure your storyboard addresses these pain points. For instance, if managers are struggling
to meet sales targets, highlight relevant data that shows trends or opportunities for
improvement.
5. Ensuring Accuracy and Objectivity: While telling your story, it's crucial to remain
accurate and avoid distorting the data to fit a narrative. Misrepresenting data to make a point
can lead to incorrect conclusions or a loss of trust from the audience.
6. Providing Context: Data often needs context to be fully understood. Delving into the story
means explaining:
A storyboard serves as a blueprint for your visualization, outlining the key elements and steps
necessary to communicate the story behind your data. By following a structured approach,like
the BIDF method,where the process becomes more straightforward.The BIDF (Business
Intelligence Dashboard Formula) is a structured method for creating effective data
visualizations that tell a clear story. It breaks down complex data into four main sections—
Current State, Trends, Forecast, and What-If.
1. Current State: "Where Are You Now?": This is the starting point of your story. In this
section, the focus is on presenting the current situation based on available data. It answers the
question: Where is the business or process standing today?
2. Trends: "How Did You Get Here?": Explains how the business reached its current
state by looking at historical data. It reveals the patterns and factors that led to the current
performance.
● Objective: Show the path taken to reach the present scenario, revealing underlying
causes of success or failure.
● Visualization Type: Line graphs for trends over time, scatter plots for relationships, and
heat maps for identifying areas of activity.
● Example: Displaying quarterly sales trends over the last year, showing which periods
were strong or weak and linking them to marketing efforts or external factors.
3. Forecast: "Where Will You End Up?": In this section, you move from understanding the
past and present to predicting the future. This involves using data to forecast where the current
trends are leading. The forecast provides a data-driven projection of what might happen if
current trends continue.
● Objective: Project future outcomes based on historical data and current performance.
● Visualization Type: Forecasting graphs, linear progression lines, or predictive models.
● Example: A sales forecast based on current trends, showing predicted revenue for the
next quarter if no changes are made.
4. What-If: "What Can You Change to Achieve or Your Goals?": The final section of the
storyboard allows for scenario planning. What-If analysis lets you play with different options
to see what could happen if you make changes and the impact on future outcomes. This gives
users an actionable way to see how they can change the future by making adjustments now.
● Objective: Explore potential strategies or changes that can improve future outcomes.
● Visualization Type: What-if analysis tools, interactive dashboards with sliders or filters
to simulate different scenarios.
● Example: Showing how increasing the marketing budget by 10% could result in a 15%
increase in sales, or how a change in product pricing might impact profits.
Mocks-ups are also referred to as wireframes or prototypes. Think of them as rough sketches that
help you visualize what the final output will look like.
Mico learned the hard way that working with users to develop anything visual is like handing
candy to a baby. Without some guidance and hand-holding, users can’t help but over indulge in
color and chart changes. They lose focus and miss the opportunity to effectively display the story
their data is trying to tell.
> Mock-ups are particularly important in the Big Data visualization process for two reasons:
They help accelerate the overall design discussion and process with the users. It’s much
easier to change a sketch of the data than it is to change the final model.
They help users understand the look, feel and functionality of the final data visualization.
Mock-ups help to prevent any cosmetic surprises for the users when they see the final data
visualization.
In the Big Data Visualization world, visuals are made for data not data for visualizations.
STICKING TO BLACK AND WHITE:
1) If you start the mock-up process with color, your users won’t focus on anything else –
not on the data, on the layout, or even on whether the message is being conveyed correctly.
The color discussion will become the focal point of the entire mock-up process and your final
data visualization will suffer.
2) By using mock-ups without color, you force users to focus on what you need them to
focus on. Your goal at this stage is to get participants to sign off on the layout of your mock-
up.
3) We always tell the users that color will be added as the last step, but we need them to
focus on the layout before they can get to the fun stuff.
BENEFITS:
1) Saves time and money when making changes: It’s less expensive to make design
modifications on a black and white sketch than it is to make changes on a system- ready
visualization connected to live data.
2) Keeps the focus on the placement, position, and size of each element on the
visualization.
Although software is available for doing just about everything, including drawing your mock-
ups, don’t overlook the good old pencil and paper approach.
BENEFITS:
Low cost. A few sheets of white paper, a pack of pencils, and a big eraser will set you back $10
at most, although it's likely that you already have most of these items in your possession.
Recent No learning curve. You can just pick up a pencil and start drawing. You don't need to
learn how to use a toolbar or menu options in software.
More creative freedom for newbies. It would be great if we were all blessed with graphic
design skills. We're sure that you'd love to know how to use advanced graphics tools like Adobe
Photoshop to whip up any visualization you desire. But most of us have no formal design
training and need to stick to the basics.Pencil and paper provide the freedom to be as creative as
you want without being hampered by a keyboard, mouse, or annoying pop-ups on the screen.
Sharing can be difficult. You won't have convenient options for sharing your mock-up to
collaborate with your users or get their feedback.
Paper pages are often too small to share with a large audience. Even big sheets of paper may
be hard for everyone to see at once.
Paper lacks security. To ensure the highest level of security, most organizations encourage their
employees to embrace a digital lifestyle. Doing nightly backups on employees' PCs enables the
company to minimize the impact of a disaster. Having a paper trail with no backup is asking for
an accident. Based on some embarrassing experiences, we've exchanged some of our pencil-and-
paper habits for more web-based ones.
Using web-based or desktop tools. Although this market is still maturing, using a software-
based tool to do your mock-up can be quite beneficial for several reasons:
It's easy to get feedback. Collecting feedback on your mock-up is easy when you use online or
web-based tools. Most applications provide multiple options that allow you to export mock-ups
in the form of PDF or image files. You can send these files to your users electronically to get
their feedback.
Inviting collaborators is simple on the web. Knowledge sharing and collaboration are vital
parts of the mock-up process. By hosting mock-ups on the web, you can invite co-workers and
other team members to provide their input or feedback.
You save time when making modifications. The beauty of using software is that you can easily
save old and new versions of your model for comparison purposes. Then it's easy to incorporate
users' feedback and present updated mock-ups.
You can build a reusable library. One much-overlooked benefit is the ability to create a
library of template mock-ups that you can save and then reuse for future products. Templates
save time, and it's much easier to start with a previous mock-up than it is to start with a blank
canvas.
Most software tools are free or inexpensive. Most tools on the market today are free to
individual users for a specified number of mock-ups. If you want to invite more collaborators or
have multiple projects running at the same time, the most sophisticated web tools cost anywhere
from $5 to $100 per month for use by an entire team.
The elements shown in Figure make up your first mock-up template. Each element corresponds
to one of the following steps:
1. Start with a frame: Start by drawing a simple, square frame. Think of this frame as being
the home of all your data visualization elements.
2. Determine where to place the logo: Company branding is a top priority for most
organizations. We recommend placing your logo in the top-right or top-left corner of your
frame. Although some people argue that placement in the bottom-left corner of the frame
works well, we prefer to place elements such as logos at the top.
3. Add a title: The title of your mock-up is very important and should be housed in the top-
right corner or center of your frame. The title is the first thing that most users will see, and you
want to make it very clear what they're viewing.
4. Provide a help menu section: You may want to include a set of help buttons in your data
visualization. Some of the most popular options include
● Print button: Allows users to print the data viz from their devices as needed
● Reset button: Allows users to start from the beginning
● Help button: Provides helpful information about the data viz
● FAQ button: Provides information about various aspects of the data viz
5. Add a navigation area: The easiest way to tackle this section is to think about your three
favorite websites. The navigation elements of those sites are probably along the top, on the left
side, or in both places. Because users read in a backward Z pattern, these areas are the most
effective places for any navigational menus.
6. Add a copyright line: This line usually goes at the bottom of the data visualization to
ensure that users see that the work is copyrighted.
Now that you've included the main elements, it's time to decide on a layout to display your data
elements.Your layout is the body of your mock-up, where the visualizations are housed.
As compelling mobile apps continue to evolve, user expectations are at an all-time high. Gone
are the days when apps could survive based simply on their usefulness. In the app world,
having an attractive and intuitive user interface (UI) is a do-or-die proposition. In the data-viz
world, a nice UI has typically been considered to be something that is nice to have, but that
school of thought is changing. No matter how great the data is, if your data-viz UI is not user
friendly then no one will use it.
In data visualization, recognizing human components is essential for creating user-friendly and
effective interfaces. Human components refer to the elements that make the visualization
intuitive, engaging, and easy for users to interact with. These components ensure that users
can access and understand the data without unnecessary complications. Here’s how you can
recognize and apply human components in data visualizations:
Thinking mobile first: Here are a few benefits of building mobile visualizations first:
● The desktop is included. If you focus on building your data visualization for a mobile
environment, it will certainly be usable on a desktop. Being forced to use a 7-inch screen
(the size of most tablets) to display Big Data limits what can and can't be shown in your
data viz. You don't have enough real estate on mobile devices to show everything,
hence, you'll be forced to focus on what's needed in the 7-inch display most tablets.
Because most desktop screens tend to be bigger than 14 inches, anything that you design
for a tablet will likely fit on any desktop as well.
● It forces simplicity. Another benefit of having limited real estate for your data viz is
simplicity. A 7-inch screen can only hold one or two visuals at any given time before
scrolling is required. Scrolls or swipes should be limited to two to three to avoid the risk
of losing the user. This limit equates to a maximum of six visuals per data viz.
● It encourages easy user access and collaboration. If you build a house, but it doesn't
show up on GPS, visitors will have a problem finding where you live. The same is true
of data visualizations. If you don't make your data visualizations accessible on the
devices people use most, don't expect to get much foot traffic. Working from home and
traveling have become vital parts of most professional careers, so users shouldn't have to
sit down and open a heavy laptop to see their data.
● It enhances collaboration. Giving users a way to take a screen shot and post comments
to a collective knowledge base on a topic before making a decision leads to better
decisions in less time.
Adding functionality: It's important to understand functionality in the data-viz world: a series
of actions that you expect users to take, usually in a sequential manner, that helps them have the
most optimal experience with a given data viz. To determine what functionality to choose, ask
yourself two questions:
● Where do I want the users to go? In most cases, when users enter your data viz, you
want their eyes to focus on Section 1, their current state. A glance at the current snapshot
should let them decide whether they need to address the matter immediately or come
back later, based on whether their current state is negative or positive. (Refer to Chapter
Z for a description of the different sections of a storyboard.)
● When the users get where I want them to be in the data viz, what happens next? The
answer to this question is critical, as it dictates what you expect to happen after the users
look at the data viz. The users' next steps need to be clear.
Identifying the most popular menu types: To ensure great navigation on your data viz, you
need to choose the right menu type.
These include
● Menu selectors: Including such items as drop-down menus, list boxes, radio buttons,
and tabs
● Navigational icons: Arrows or text
Menu selectors: A menu selector is a component such as a drop-down menu or list box that
enables the user to filter and/or navigate through different data views on a given data
visualization.
The most common menu selectors used today include the following:
● Drop-down menus: Drop-down menus are among the most popular menu selectors
because they're compact and can display a long list of items
● List boxes: Another very popular option is the list box. Used to display huge lists of
data, list boxes are straightforward and work well with huge data sets
● Radio buttons: Radio buttons are less popular but work well when you have a small set
of selections, as shown in Figure 10-6. We recommend avoiding this menu type if you
have more than five options; the display could quickly exhibit data overload.
Navigational icons: Another way to provide navigation is to use icons, such as arrows or text,
to guide the user (see Figure 10-8). These visual cues are easy to read and serve the same
purpose as a street sign. They guide the user through the data viz.
Dipping Into Color:
Choosing a color scheme is often one of the most challenging tasks in data visualization.
Whether working with a user or deciding on your own, selecting effective colors can be difficult.
Many things can go wrong during this phase, including overusing color, using the wrong colors,
and using the right colors in all the wrong places.The following guidelines not only eliminate
guesswork but also significantly reduce the amount of time you spend choosing the best color for
data viz.
Taking advantage of company branding guidelines
● A helpful way to choose colors is by using the company’s branding guidelines. These
guidelines, typically managed by the marketing team, include specific colors, fonts, and
shapes that maintain consistency across the company’s materials. For data visualization,
these guidelines eliminate much of the guesswork in selecting colors.
● Examples of branding guidelines can be found for major organizations like Google and
Ohio University. Their branding guidelines not only apply to their logos but also extend
to how colors are used in analytics and infographics. If branding guidelines aren’t
available, the company’s website often provides clues to the colors and fonts used.
Branding guidelines help by offering Pantone or RGB color codes, which can be directly
applied to your data visualization.
Choosing colors without guidelines
If branding guidelines are not available, you can create your own color scheme by following
these steps:
1. Choose a base color from the company logo. Blue is a commonly safe choice.
2. Use online tools like Color Scheme Designer to generate complementary colors.
3. Enter the RGB code of your base color into the tool.
4. Select Triad or Tetrad options for complementary color suggestions.
5. Finalize and apply the colors in your visualization.
● Unfortunately, many of the data viz tools or systems in the market lack the ability to track
UA metrics. We recommend doing monthly or quarterly polls or surveys of your users to
gain insight into how, when, and for what purpose the data viz is being used. Doing your
own investigation is the only sure-fire way to ensure that you can provide continuous
improvements to your data viz so that it will be continually used by your audience.
● If you find that users are frequently exporting the raw data in a visualization, that's a clear
indication that users don't trust the data viz itself and are using the data viz as nothing
more than an export tool. This measure in conjunction with the frequency of use metric
tells you a lot about the actual value, or lack thereof, that the users are getting from the
data viz.
5)Number of total users compared with targeted audience size: This metric is perhaps the
most popular measure of user adoption and is best measured as a percentage. You derive it by
taking the total count of the intended audience and the number of users who are actually using
the data viz and expressing that figure as a percentage. Suppose that you build a data viz for a
sales organization of 500 people. If 50 of those people access the data viz on a regular basis, you
have a 10 percent UA rate.
Marketing to Data Viz Users
One study found that most applications or solutions that are built for business users have low
adoption rates simply because the users were never aware of the application to begin with. You
have to put some effort into making your audience aware of your product and the ways that users
can benefit from it.
To combat low UA rates, the first thing you need to do is put on your marketing hat. Just like
marketing e-mails and thousands of ads that users are exposed to on a daily basis, users will see
your data viz as just another app. It won't stand out unless you do something to market it. To gain
the attention of your audience, you need to provide a reason for them to use your data viz and
then provide reasons for them to return to it repeatedly.
We have some foolproof ways to boost UA. Many of the suggestions are part of our BI
Dashboard Formula (BIDF) program. The following sections list some of the most important
techniques for marketing to your users.
To help users believe that your data is reliable, you can look at the data from two different
perspectives. They are:
Internal company data: Typically when you use internal data you want to work hand in hand
with your IT department to select the most current, error-free data. They will know what holes
exist in th data they have. Establish a good working relationship with them so that they will
freely tell you the good and bad about the data. If you point fingers or try to blame them for
what's missing, you will ensure failure. You also want to make sure that they have been told that
your project is a high priority or they may relegate your requests to the end of a long queue.
External data from government agencies and other public or private sources: If you are
using this type of data, make sure to provide the source notes. Some users may want to look at
the raw data themselves just to be sure it's trustworthy. Others will take your word for it, but if
you have no references, you run the risk of appearing unserious, and the data viz will be
discarded.
As soon as a data-viz project launches, create an internal company group by using a tool such as
Yammer and invite your team to join the community. It's a great way to create excitement by
● Posting regular visual updates
● Adding new screen shots
● Starting conversations about a particular data viz
● Highlighting the comments of expert users
A Gartner report released about 7 years ago stated that the average user has a 5- to 8-second
attention span, after which he or she simply switches to something else. Based on our experience,
we would even suggest that the evolution of smartphones has reduced the average user attention
span to as low as 2 seconds. This means that if you're unable to load data within that time frame,
you'll lose most of your users. If the data viz crashes, it's likely that the users are never going to
return and that they'll lose confidence in the application and in you.