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DASHBOARDING + POWER BI DATA STEWARDS TRAINING #4 (WOOT!) November 17, 2017

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Page 1: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

DASHBOARDING +

POWER BIDATA STEWARDS TRAINING 4

(WOOT)

November 17 2017

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES2

MY GOALS FOR THE TRAINING

bull Understand what a dashboard is and how to use it

bull Introduction to Power BI

bull Have fun

bull Note Practice makes better

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES3

PLAN FOR THE DAY

bull Context Setting

bull What is a dashboard

bull Dashboard types and features

bull Dashboarding Principles and Tips

bull Power BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES4

HOUSEKEEPING

bull Feel free to stand andor grab a

snack

bull Feel free to ask questions at any

time (but I might not answer)

bull Breaks are good

bull So are activities

bull Bathroom locations

We are

here

BR

BR

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES5

CONTEXT SETTINGWHAT IS A DASHBOARD | TYPES AND FEATURES

Activity time

What is a

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 2: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES2

MY GOALS FOR THE TRAINING

bull Understand what a dashboard is and how to use it

bull Introduction to Power BI

bull Have fun

bull Note Practice makes better

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES3

PLAN FOR THE DAY

bull Context Setting

bull What is a dashboard

bull Dashboard types and features

bull Dashboarding Principles and Tips

bull Power BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES4

HOUSEKEEPING

bull Feel free to stand andor grab a

snack

bull Feel free to ask questions at any

time (but I might not answer)

bull Breaks are good

bull So are activities

bull Bathroom locations

We are

here

BR

BR

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES5

CONTEXT SETTINGWHAT IS A DASHBOARD | TYPES AND FEATURES

Activity time

What is a

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 3: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES3

PLAN FOR THE DAY

bull Context Setting

bull What is a dashboard

bull Dashboard types and features

bull Dashboarding Principles and Tips

bull Power BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES4

HOUSEKEEPING

bull Feel free to stand andor grab a

snack

bull Feel free to ask questions at any

time (but I might not answer)

bull Breaks are good

bull So are activities

bull Bathroom locations

We are

here

BR

BR

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES5

CONTEXT SETTINGWHAT IS A DASHBOARD | TYPES AND FEATURES

Activity time

What is a

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 4: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES4

HOUSEKEEPING

bull Feel free to stand andor grab a

snack

bull Feel free to ask questions at any

time (but I might not answer)

bull Breaks are good

bull So are activities

bull Bathroom locations

We are

here

BR

BR

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES5

CONTEXT SETTINGWHAT IS A DASHBOARD | TYPES AND FEATURES

Activity time

What is a

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 5: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES5

CONTEXT SETTINGWHAT IS A DASHBOARD | TYPES AND FEATURES

Activity time

What is a

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 6: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

Activity time

What is a

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 7: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES7

WHAT IS A DASHBOARD

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 8: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES8

WHAT IS A DASHBOARD

ldquoA visual display

of the most important information needed

to achieve one or more objectives

hellipconsolidated on a single computer screen

so it can be monitored at a glancerdquo

--Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 9: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES9

WHAT IS A DASHBOARD

to the right person (or people)

at the right time

in a digestible format

Good dashboards

provide the right information

--Me

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 10: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES10

Dashboard

TitleInstructions

FiltersSlicers

ANATOMY OF A DASHBOARD

Viz Titles

Not shown here

bull DB description

Source

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 11: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES11

SOME CHARACTERISTICS

bull Interactive and dynamic

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 12: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES12

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 13: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES13

SOME CHARACTERISTICS

bull Interactive and dynamic

bull Automated

bull Multiple data vizzeshellipusually

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 14: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES14

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 15: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES15

DASHBOARD OR NOT

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 16: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES16

DASHBOARD TYPES

1 Performance MeasurementHow are things

going generally

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 17: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES17

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 18: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES18

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 19: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES19

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

How are things

going generally

What is happening

and why

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 20: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES20

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 21: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES21

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 22: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES22

DASHBOARD TYPES

1 Performance Measurement

2 Data Analysis or Exploration

3 Situational Awareness

How are things

going generally

Why is happening

and why

What is going on

right this second

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 23: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES23

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 24: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES24

DASHBOARD TYPES

Other examples

Fire Asset Map

Clerk Wait Time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 25: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES25

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 26: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES26

Activity time

Beatlemania

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 27: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES27

DASHBOARD TYPES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 28: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES28

DASHBOARDING PRINCIPLES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 29: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES29

DASHBOARDING PRINCIPLES

1 USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 30: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES30

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Data Viz Principles

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 31: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES31

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

These principles still hold true for dashboardinghellip

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 32: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES32

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 33: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES33

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 34: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES34

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

And these need some tweakinghellip

1 Know your message objectives (and audience)

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart DB elements for impact to create a user-friendly tool

7 It doesnrsquot hurt to be visually appealing (in data viz and life)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 35: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES35

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

Remember The

key point could

change

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 36: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES36

PRINCIPLE 1

USE DATA VIZ PRINCIPLEShellipUSUALLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 37: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES37

DASHBOARDING PRINCIPLES

2 KNOW YOUR OBJECTIVES

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 38: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES38

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

What will the dashboard be used to

monitor and what objectives will it

support

What questions will the dashboard

answer

From Information Dashboard Design by Stephen Few

Emphasis is mine

What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 39: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES39

PRINCIPLE 2

KNOW YOUR OBJECTIVES (AND AUDIENCE)

Feature Items

Audience SizeSingle person

Multiple people w different requirements

User ExpertiseNovice

Expert

Screen TypeLarge screen

Mobile screenVariable

Update Frequency

Near real time

Daily

Weekly

Adapted from Information Dashboard Design by Stephen Few

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 40: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES40

Activity time

What are your

objectives

Who is your

audience

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 41: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES41

ACTIVITY OBJECTIVES AND AUDIENCE

Feature Items

Audience

Size

Single person

Multiple people

User

Expertise

Novice

Expert

Screen

Type

Large screen

Mobile screen

Variable

Update

Frequency

Near real time

Daily

Weekly

1 What will the dashboard be

used to monitor and what

objectives will it support

2 What questions will the

dashboard answer

3 What actions will be taken in

response to these dashboards

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 42: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES42

DASHBOARDING PRINCIPLES

3 MAKE IT USER FRIENDLY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 43: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES43

PRINCIPLE 3

MAKE IT USER FRIENDLY

Use a grid to

align objects

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 44: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES44

PRINCIPLE 3

MAKE IT USER FRIENDLY

Group like items together

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 45: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES45

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 46: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES46

PRINCIPLE 3

MAKE IT USER FRIENDLY

Consider concise

instructions

And be careful

with color

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 47: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES47

Vary your

chart types

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 48: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES48

DASHBOARDING PRINCIPLES

4 EFFICIENCY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 49: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES49

PRINCIPLE 4

EFFICIENCY

From Good Charts by Scott Berinato

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 50: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES50

PRINCIPLE 4

EFFICIENCY

Hickrsquos Law

As options increase decision

time increases exponentially

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 51: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES51

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 52: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES52

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 53: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES53

DASHBOARDING PRINCIPLES

5 AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 54: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES54

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

Keep each

dashboard to one

computer screen if

you canhellip

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 55: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES55

PRINCIPLE 5

AT A GLANCE OR LOOK DEEPER

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 56: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES56

DASHBOARDING PRINCIPLES

1 Use data viz principleshellipusually

2 Know your objectives (and audience)

3 Make it user friendly

4 Efficiency

5 At a glancehellipor look deeper

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 57: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES57

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 58: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES58

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 59: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES59

1 User research (objectives functionality needs etc)

2 Steal ideas

3 Sketch it out on paper (or PowerPoint)

4 Access clean and explore the data

5 Create and test draft dashboard

6 Integrate feedback

7 Train users and deploy

THE PROCESS

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 60: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES60

Activity time

Sketch a

Dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 61: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES61

POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 62: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES62

POWER BI

WHAT IS POWER BI

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 63: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES63

WHAT IS POWER BI

bull Data viz and dashboarding

bull Automatic data refresh

bull Use many different data types

bull Share with others

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 64: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES64

POWER BI

A TUTORIAL

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 65: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES65

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 66: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES66

Ribbon Menu

Visualization

Pane

Fields Pane

Tab for each report

Views

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 67: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES67

POWER BI TUTORIAL

time

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 68: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES68

POWER BI TUTORIAL

Spend 5 minutes

exploring your

dashboard

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 69: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES69

Questions

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 70: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES70

Activity time

Make some charts

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 71: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES71

POWER BI TUTORIAL

Make these charts

1 Line chart with of questions by day for Nov-Dec 2016

2 Treemap by ldquoSiterdquo and ldquoLocationrdquo (where in Library)

3 100 stacked bar chart of question type by age group (each bar represents an age group and segments within bars represent

question type)

4 Create one visualization from the ldquoStorerdquo

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 72: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES72

RESOURCES

Inspiration and Advice

bull Tableau Blog new

bull Tableau Gallerynew

bull Power BI Data Stories Gallerynew

bull Data Viz Done Right

bull NY Times - The Upshot

bull The Economist tweets

bull FiveThirtyEight

bull Information is Beautiful

Use the right chart

bull Visuals Reference guidenew

bull Infogram guide

I have books You can borrow them

bull Information Dashboard Design

bull Good Charts

bull Knowledge is Beautiful

bull Edward Tufte books (4 of them)

Free Power BI VideosCourses

bull EdX Coursenew

bull Microsoft Videosnew

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 73: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES73

NEXT STEPS

bull Meetings with KyleMarnie

bull Develop Project Charter by December 15

bull December meeting Pivot Tables

bull Tutorial on sharing to come

bull Evaluation form ndash see email

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 74: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES74

Activity time

Evaluation

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 75: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES75

Appendices

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 76: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES76

EYE TRACKING STUDY

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 77: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES77

KEY PRINCIPLES

Visualizing Data

1 Know your message

2 Use the right chart

3 Compared to what

4 Donrsquot mislead

5 Efficiency

6 Use chart elements for impact

7 It doesnrsquot hurt to be visually

appealing (in data viz and life)

Presenting Data

1 Know your audience

2 Efficiency (again)

3 So What

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min

Page 78: DASHBOARDING + POWER BI · POWER BI TUTORIAL Make these charts: 1. Line chart with # of questions by day for Nov-Dec 2016 2. Treemap by “Site” and “Location” (where in Library)

LASTING ENVIRONMENTS | INNOVATIVE ENTERPRISES | VIBRANT COMMUNITIES78

OUTLINE

bull IntroContext ndash 35 min 830 ndash 905ambull Opening Activity ndash 10 minbull Slides ndash 15 min bull Beatlemania activity ndash 10 min

bull Principles of dashboarding ndash 75 min 905 ndash 1020ambull Slides ndash 15 minbull Break ndash 10 minbull ObjectivesAudience Activity ndash 10 minbull Slides ndash 15 minbull Sketch Activity ndash 25 minutes

bull Power BI - 115 min 1020 - 1215pmbull Create dashboard together ndash 50 minbull Break ndash 10 minbull Dashboard activity - 55 min

bull Closeout ndash 15 min 1215 ndash 1230pmbull Resources and Next Steps ndash 5 minbull Evaluation ndash 10 min