Datum Design: Rethinking Data Visualisation for Business

Datum Design: Rethinking Data Visualisation for Business

Business data dashboards have gone through renaissance in the last five years with enhanced interactivity and easier tools to create them. However, most dashboard designed today are either at the 'pretty KPI decoration' end or at the 'detailed data explorers' end of the spectrum. They both fail to provide the level of insight communication, that we all see from purposeful designed visualisations in data journalism. This talks aims to understand the missing ingredients in current business dashboard design and aims to start a discussion on how we could rethink data visualisation for them. In the talk, I will explore a few guiding principles that could help us do this.

1. Amplify Cognition
2. Think Datum First
3. Show Single & All
4. Visualise Uncertainty
5. Towards Compositions
6. First Class Annotation
7. Layer Interactions

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Amit Kapoor

April 26, 2017
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Transcript

  1. Datum Design Rethinking Data Visualisation for Business Amit Kapoor amitkaps.com

  2. In the last few months... — Helping a startup —

    Reviewing multiple dashboard products — Understanding the tools landscape
  3. “We have a functional BI product, and we will put

    a dashboard on it”
  4. “Business Dashboards are a solved problem”

  5. This made me very uncomfortable — Is it all so

    simple? — Why do I rarely see good dashboard design? — Explain the glaring gap between data journalism and business?
  6. “Information Seeking Mantra: Overview first, then zoom and filter, and

    details on demand” — Ben Shneiderman
  7. “Business Information Seeking Dashboard Mantra: Overview Aggregate first, then zoom

    chart and filter link, and details table on demand” — Ben Shneiderman Every BI Designer Tool
  8. BI Dashboard Design Approach — Load a data table

  9. BI Dashboard Design Approach — Load a data table —

    Create aggregate measures
  10. BI Dashboard Design Approach — Load a data table —

    Create aggregate measures — Make 1D or 2D charts
  11. BI Dashboard Design Approach — Load a data table —

    Create aggregate measures — Make 1D or 2D charts — Put them in a block layout
  12. BI Dashboard Design Approach — Load a data table —

    Create aggregate measures — Make 1D or 2D charts — Put them in a block layout — Link them with a few filters
  13. BI Dashboard Design Approach — Load a data table —

    Create aggregate measures — Make 1D or 2D charts — Put them in a block layout — Link them with a few filters — Add a table list for details
  14. Now this is too easy! — Task Layer: Unlock data

    using a Dashboard
  15. Now this is too easy! — Task Layer: Unlock data

    using a Dashboard — Data Layer: Columnar data storage
  16. Now this is too easy! — Task Layer: Unlock data

    using a Dashboard — Data Layer: Columnar data storage — Visual Layer: Reusable charts in blocks
  17. Now this is too easy! — Task Layer: Unlock data

    using a Dashboard — Data Layer: Columnar data storage — Visual Layer: Reusable charts in blocks — Annotation Layer: Just the basics
  18. Now this is too easy! — Task Layer: Unlock data

    using a Dashboard — Data Layer: Columnar data storage — Visual Layer: Reusable charts in blocks — Annotation Layer: Just the basics — Interaction Layer: Brushing and Linking
  19. Creating simple used to be hard! Making a set of

    killer charts
  20. "There is a difference between simple and easy. Do not

    confuse the two. The simpler the thing is to understand, often the more difficult it is to do."
  21. “Age of Technology driven Interactive Charto-mania”

  22. Technology driving Design UpSide - Increased visual analytics - Better

    simple charts - Improved aesthetic - Modular and Scalable design
  23. Technology driving Design DownSide - Over-indexed on Singular Design Pattern

    - Shape of data is lost - Insight and Narrative is missing - Impersonal and Dry
  24. “We need to rethink data visualisation for business”

  25. Datum Design A set of principles to apply when building

    data visualisation
  26. Datum Design 1. Amplify Cognition 2. Think Datum First 3.

    Show Single & All 4. Visualise Uncertainty 5. Towards Compositions 6. First Class Annotation 7. Layer Interactions
  27. 1. Amplify Cognition

  28. 1. Amplify Cognition

  29. 1. Amplify Cognition

  30. 1. Amplify Cognition1 1 Up and Down the Ladder of

    Abstraction - Bret Victor
  31. 2. Think Datum First

  32. 2. Think Datum First2 2 The Architecture of a Data

    Visualisation - Giorgio Luipi
  33. 3. Show Single & All

  34. 3. Show Single & All

  35. 3. Show Single & All3 3 Responsive Data Visualisation -

    Nick Rabinowitz
  36. 4. Visualise Uncertainty

  37. 4. Visualise Uncertainty

  38. 4. Visualise Uncertainty4 4 Visualising uncertainty about the future -

    David Spiegelhalter, Mike Pearson, Ian Short
  39. 5. Towards Composition

  40. 5. Towards Composition

  41. 5. Towards Composition5 5 Sandbox - John Le

  42. 6.First Class Annotation

  43. 6.First Class Annotation6 6 Making Annotations First-Class Citizens in Data

    Visualization - Elijah Meeks
  44. 7. Layer Interaction

  45. 7. Layer Interaction

  46. 7. Layer Interaction7 7 Vega - Airport Connection

  47. Upside Datum Design 1. Build a mental model 2. Understand

    the single story 3. Have a micro and macro picture 4. Know that data and model are uncertain 5. See the picture as a whole 6. Have a narrative to see 7. Move between layers of abstraction
  48. Principles of Datum Design 1. Amplify Cognition 2. Think Datum

    First 3. Show Single & All 4. Visualise Uncertainty 5. Towards Compositions 6. First Class Annotation 7. Layer Interactions
  49. One human life, closely observed, is everyone’s life. In the

    particular is the universal. — Roger Ebert
  50. Datum Design Rethinking Data Visualisation for Business Amit Kapoor amitkaps.com

    @amitkaps