introduction to data visualization part 1: tips and...

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Introduction to Data Visualization Part 1: Developing Skills Reed Jones University at Buffalo Hosted by ALCTS, Association for Library Collections and Technical Services

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Page 1: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Introduction to Data

Visualization Part 1: Developing

Skills

Reed Jones

University at Buffalo

Hosted by ALCTS, Association for Library Collections and Technical Services

Page 2: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Overview

Design: Things I wanted to know when I started working with data

Chronological

No SQL needed (but it is a good thing to learn)

Page 3: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

What is Data Visualization?

A way of arranging data in a way that makes it easy to understand its significance.

Effective and Efficient

Typically graphical

Page 4: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Get to know your data

Plan ahead

Unique identifiers

Necessary fields

Goals

Simplify data structures

Check for validation issues

Test, test, and re-test

Get another set of eyes

Page 5: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Data Cleanup

Constant process

You can always go back to the data

Anticipate where errors occur

Get in the mindset

Create validation rules

Controlled vocabularies

Develop a data entry workflow

Communicate

Page 6: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Types of Visualizations

Bar Graph

Comparing groups

Page 7: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Types of Visualizations

Line Graph

Change over time

Page 8: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Types of Visualizations

Pie Chart

Display parts of a whole

Page 9: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Types of Visualizations

Scatter Plot

Relationships between two fields

Page 10: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Types of Visualizations

Spider Graph/Radar Chart

Compare three or more fields

Great for relaying survey data

File:Spider Chart.svg,

2008, photo courtesy

of Ordoon

Page 11: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Axis X/Y (Columns/Rows)

Most visualizations only need a 2 dimensional representation

General rule:

To get a visualization you need at least one dimension (element) to compare and one thing to

measure

The most frequent use of data visualizations have a dimension (element) on the x axis and

a measure on the y axis

Page 12: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Measures vs. Dimensions

Dimensions are useful in categorizing your data

Usually qualitative

Can sometimes be numerical

Measures are calculations based on you data

Dimensions can be turned into measures

Sum

Avg

Count

Count (Distinct)

Page 13: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Calculated Fields

Sometimes we have to go back to the data

Creating calculated fields sometimes makes life easier

Easy to identify the element and reuse

Visualizations process faster when using pre-made fields

Common examples

Time difference

Fiscal Year

Page 14: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Filters

Now it's time to dig in!

Removes the noisy data

Contains

Equals

Is greater/less than

Begins with

Page 15: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Groups

Overwhelmed by all the dimensions on your graph?

Grouping fields together into different categories can make data easier to read.

Ex: grouping academic departments into colleges

Page 16: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Sets

Reusable filters that can be used on other visualizations

Best if filtering one dimension at a time

Page 17: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Differentiation (Colors, Size, Shapes)

Use these tools with purpose. (not simply an aesthetic choice)

Complimentary to filtering

Think in terms of user interaction

Page 18: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Labels and Keys

Keep the title short and concise

Each axis is labeled logically

Use as little labeling as possible for your data

Use unit labels (m, $, etc.)

Utilize slicers/pages for the user to interact with

Page 19: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Let's Try an Example

What is the scan rate of each employee?

Is it impacted by the type of scanner used?

Page 20: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Tips for When you get Stuck (Which will

Definitely Happen)

Ask, ask and ask some more

Search for the answer online

Forums and video tutorials are great!

Post questions on forums

Take a break

Page 21: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Helpful Resources

Mr. Excel

Tableau Community

For those adventurous enough to try SQL

Datasets to play with

Page 22: Introduction to Data Visualization Part 1: Tips and Tricksdownloads.alcts.ala.org/ce/Intro_To_Data_Visualization_PartOne_Slid… · Introduction to Data Visualization Part 1: Developing

Questions