mgmt 3125 –introduction to data visualization · 2020-06-03 · mgmt 3125 –introduction to data...
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MGMT 3125 – Introduction to Data Visualization
John Sokol, MSWeek 6 – 2/27/2019
Chapter 5: Think like a designerTableau dashboards and stories
MGMT 3125 – Spring 2019
Agenda• Quiz 3, Quiz 4 review
• Assignment 3, assignment 4 review
• Chapter 5: Think like a designer (review on your own)
• Calculated fields and parameters wrap up
• Tableau dashboards and stories
• Mid-Term review
MGMT 3125 – Spring 2019
Six lessons• Understand the context
• Choose an appropriate visual display
• Eliminate clutter
• Focus attention where you want it
• Think like a designer
• Tell a story
MGMT 3125 – Spring 2019
Three good design practices
• Highlight the importance stuff
• Eliminate distractions
• Create a clear hierarchy of information
Highlight the important stuff• At most, 10% of the visual should be highlighted
• Bold, italics and underlining; use for titles, labels and captions to
differentiate these elements (bold preferred)
• Use uppercase for titles and keywords. AVOID USING DIFFERENT FONTS.
• Color is effective when used sparingly
MGMT 3125 – Spring 2019
Remove excess elements• Context
• What needs to be present for your audience to make sense of the visual
• Clutter
• What takes up space but doesn’t add information to the visual
• Are elements present that distract from the main message?
“You know you’ve achieved perfection, not when you have nothing more to add, but when you have nothing to take away” – Anthony Cifelli
Some considerations• Only keep the data that is critical
• Consider summarizing when appropriate
• Ask yourself: would eliminating this change anything?
• De-emphasize secondary elements by changing color to gray
MGMT 3125 – Spring 2019
Visual hierarchy: super-categories
• Provide context for your audience
with custom x and y scaling • FEW – MANY• LOW - HIGH
• Custom scales draw in audience
with bold, capitalization and
context for the actual axes
MGMT 3125 – Spring 2019
Accessibility• Don’t overcomplicate!
• More complicated visual à longer it takes to understand à less likely to spend
time to understand the visual
• Legibility
• Use an easy to read font (Arial, Calibri work great)
• Language
• Use simple language over complex wording
MGMT 3125 – Spring 2019
The power of annotation
The power of annotation
Acceptance• There will be backlash for attempting to implement new data
visualization practices
• Explain the benefits of minimalistic design
• Show before and after side by side
• Get senior leadership on board with the changes
MGMT 3125 – Spring 2019
Assignment 3 review
MGMT 3125 – Spring 2019
• Life expectancy (1960 – 2007) line graph
• Marriage by age line graph
• IT tickets by location bar graph
Quiz 3 review
MGMT 3125 – Spring 2019
• Marriage Trends line graph question
• Botched; points returned for either of the following answers:
• Change the data type to string and a dimension; drag the sex data field to 'Detail' in the
marks card
• Change the data type to string and a dimension; drag the sex data field to 'Label' in the
marks card
• Many students chose NOT to change the data type; incorrect
Calculated field wrap up• Dividing the DATE TIME column in the heart rate data
Use the SPLIT( ) functionDATE column: SPLIT has 3 arguments
• Convert [DATE TIME] to type string
• Single space as delimiter
• 1 as token number, indicating
we only want values to the left
of the delimiter
Use the SPLIT( ) functionTIME column: SPLIT has 3 arguments
• Convert [DATE TIME] to type string
• Single space as delimiter
• -1 as token number, indicating
we only want values to the right
of the delimiter
Calculated fields are NOT ALWAYS derived from existing data fieldsExample: Plain string/text
Calculated fields are NOT ALWAYS derived from existing data fields
Parameters• Dynamic values that replace
constant values in calculated
fields, filters, or reference lines
• The audience/dashboard user
can CHANGE parameters if the
dashboard creator (you) permits
Assignment 4 review
MGMT 3125 – Spring 2019
• 5 Walmart calculated fields
• 8 Titanic calculated fields
Quiz 4 review
MGMT 3125 – Spring 2019
• OR operator
• Modulus operator (45 % 5 = 0)
Tableau dashboards and stories• Open Tableau 2018.3 on your personal computer or labratory PC
• Import the Long Beach Island dataset available on Blackboard
• Video of this dashboard lecture is available on Blackboard
MGMT 3125 – Spring 2019
Assignment 5 – due 3/8
MGMT 3125 – Spring 2019
In class• Long Beach Island dataset dashboard
• 2 worksheet visualization view
• 3 filters on the right side of the dashboard
• Walmart dataset dashboard
• 3 worksheet visualization views
• 3 filters on the right side of the dashboard
• Walmart Tableau story
• Find a convincing story about the data, then tell the story with Tableau stories
• State the findings that you will visualize
Mid-Term Review
MGMT 3125 – Spring 2019
Two foundation topics you MUST understand:
• Data types
• Dimensions vs. Measures
Week 6 items dueMID-TERM - 3/6
• STUDY! Re-read chapters 1 – 5 in textbook, complete assignments 1 - 5 again, and
review quizzes 1 - 5
Assignment 5 – 3/8
• Tableau dashboards
Quiz 5 - 3/8
• Chapter 5: Think like a designer, Tableau parameters, dashboards and stories
Discussion board 5 - 3/8
• Your thoughts, comments, and opinions on the chapter 5 reading
MGMT 3125 – Spring 2019