dashboarding + power bi · power bi tutorial make these charts: 1. line chart with # of questions...
TRANSCRIPT
![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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/1.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/2.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/3.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/4.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/5.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/6.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/7.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/8.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/9.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/10.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/11.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/12.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/13.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/14.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/15.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/16.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/17.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/18.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/19.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/20.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/21.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/22.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/23.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/24.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/25.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/26.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/27.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/28.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/29.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/30.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/31.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/32.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/33.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/34.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/35.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/36.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/37.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/38.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/39.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/40.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/41.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/42.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/43.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/44.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/45.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/46.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/47.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/48.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/49.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/50.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/51.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/52.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/53.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/54.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/55.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/56.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/57.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/58.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/59.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/60.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/61.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/62.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/63.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/64.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/65.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/66.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/67.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/68.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/69.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/70.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/71.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/72.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/73.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/74.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/75.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/76.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/77.jpg)
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)](https://reader030.vdocument.in/reader030/viewer/2022040308/5f03d1927e708231d40aec2d/html5/thumbnails/78.jpg)
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