the zen of visual analysis

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Copyright © 2003-2009 Tableau Software, Incorporated. All rights reserved. The Zen of Visual Analysis Chris Stolte Vice President, Engineering & co- founder Jock Mackinlay Director, Visual Analysis

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The Zen of Visual Analysis. Chris Stolte Vice President, Engineering & co-founder Jock Mackinlay Director, Visual Analysis. How do people reason about data?. The Cycle of Visual Analysis. “Wildlife Strike Database” http://wildlife-mitigation.tc.faa.gov/public_html/index.html. - PowerPoint PPT Presentation

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Page 1: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

The Zen of Visual Analysis

Chris StolteVice President, Engineering & co-founder

Jock MackinlayDirector, Visual Analysis

Page 2: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

How do people reason about data?

Page 3: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

The Cycle of Visual Analysis

Page 4: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

“Wildlife Strike Database”http://wildlife-mitigation.tc.faa.gov/public_html/index.html

Page 5: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Not just

“Aha!”

Page 6: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:

Iterate, explore, and

experiment …regardless of task

Page 7: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

How do we empower individuals and groups to

effectively analyze and share data?

Page 8: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Support the“Cycle of Visual Analysis”

Page 9: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

IncrementalExpressiveUnifiedDirect

Page 10: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Supporting the “Cycle of Visual Analysis”: Incremental

Allow people to easily and incrementally change the data and how they are looking at it

click click

Page 11: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:

Start simple…

Page 12: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

There is no single view for all tasks and all data

Supporting the “Cycle of Visual Analysis”:

Expressive

Page 13: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Supporting the “Cycle of Visual Analysis”:

Expressive

Page 14: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Supporting the “Cycle of Visual Analysis”:

Expressive

Page 15: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Reverse your thinking

– start with the data

Page 16: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

versus

Traditional Reporting Tools

Traditional Visualization Tools

Tableau

Supporting the “Cycle of Visual Analysis”:

Unification with the database

Page 17: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Leverage the revolutionary changes

in database technology

Supporting the “Cycle of Visual Analysis”:

Unification with the database

Page 18: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Make the tool disappear. Allow the user to directly interact with the data.

Supporting the “Cycle of Visual Analysis”:

Direct Interaction

Page 19: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

How is this possible?

VizQL

Page 20: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Generate Effective Views of Data

Page 21: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

People should not have to be

graphic designers or psychologists.

Page 22: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

An effective presentation of data:• Communicates all of the data• Communicates only the data• Leverages the human perceptual system• Is understandable• Is interpretable

Generating Effective Views of Data

Page 23: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Communicates all of relevant data

Bad Bad Good

Generating Effective Views of Data

Page 24: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Bad

Communicates only the data

Bad

Generating Effective Views of Data

Page 25: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Bad Good

Leverages thehuman perceptual system

Generating Effective Views of Data

Page 26: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Isunderstandable

Generating Effective Views of Data

Page 27: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Keep your visuals simple

Page 28: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Isinterpretab

le

Generating Effective Views of Data

Page 29: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Annotate but remain focused

Page 30: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

How does Tableau support generating effective views of data?

– Best practices are built into the product• Great defaults• Show Me and Show Me Alternatives• Small multiples

– Limiting the visual properties to a proven set– Titling, captioning, and annotation

Generating Effective Views of Data

Page 31: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Generate Beautiful Results

Page 32: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Generate Beautiful Results

Page 33: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Generate Beautiful Results

Page 34: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Share Interactive Views

Page 35: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Communicate all the data Demonstrate your confidenceAllow people to test your conclusionsLet your audience engage directly with the data

Share Interactive Views

Page 36: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Empower your audience –share interactive views

Page 37: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Aggregated Underlying

Share Interactive Views

Page 38: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Data is a dishbest served raw

Page 39: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Share Interactive Views

Ad hoc analysis often reveals effective patterns of analysis.

Page 40: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Leave a trail – model effective analysis with actions.

Page 41: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

How do I design for interaction?

Share Interactive Views

Page 42: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

“Overview first, zoom & filter,

then details-on-demand.”

Ben Shneiderman’s mantra:

Share Interactive Views

Quick filtersFiltering actionsView underlying dataTooltipsMaster-detail

Page 43: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Jacques Bertin’s permutation matrices:Share Interactive Views

Programmatic sort1-click sort

Page 44: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:know your audience and design for their questions

Page 45: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Share Interactive Views

Task: Finding an object and viewing it “in context”

Wildcard filterText listsHighlighting

Page 46: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Share Interactive Views

Task: Finding and understanding relationships

Dashboards with multiple perspectivesHighlighting

Page 47: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Share Interactive Views

Interaction “resiliency”:Think about how your views will change when people interact

Page 48: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

“Wildlife Strike Database”http://wildlife-mitigation.tc.faa.gov/public_html/index.html

Page 49: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

Who can Visual Analysis help?

Anybody with data and questions

Page 50: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Do not limit yourself tolarge data or special projects

Page 51: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

advice:Seekoutside inspiration

Page 52: The Zen  of Visual Analysis

Copyright © 2003-2009 Tableau Software, Incorporated.  All rights reserved.

SummaryIterate, explore, and experiment regardless of taskStart simpleReverse your thinking and start with the dataKeep your visuals simpleAnnotate but remain focusedUse small multiplesEmpower your audience by sharing interactive viewsData is a dish best served rawLeave a trail – model effective analysis with actionsKnow your audience and design for their questionsDon’t limit yourself to large dataSeek outside inspiration