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Be understood Data visualization for marketers By Ian Lurie

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Everything’s trending up. We’re doing great work….

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@IanLurie we gave you the dataz! and the chartz!

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@IanLurie

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@IanLurie

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@IanLurie

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@IanLurie Being right doesn’t matter if no one knows what the #@!$ you’re saying.

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@IanLurie Data no one understands is just ink.

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@IanLurie HO HUM It just sits there

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@IanLurie We suckat data visualization. We need to get gooder.

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@IanLurie I am a thief. Most of these rules are from Edward Tufte. Read everything he’s ever written.

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@IanLurie Also read Stephen Few’s Now You See It, and Knaflic’s Storytelling With Data

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@IanLurie I am also a fraud I’m a history major with a law degree I design worse than I dance

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@IanLurie If I can do this, you can

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@IanLurie How our brains work

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@IanLurie

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@IanLurie react augh!!!

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@IanLurie react interpret there are probably more.

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@IanLurie react interpret plan i will kill them all with ice & dirt

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@IanLurie Step 1 Instant Clarity

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@IanLurie Step 1 Instant Clarity Get this right and you get a chance to tell the story.

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1. Reduce mental tasks The Rules *Shamelessly stolen from Tufte and Few

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>10 mental tasks

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@IanLurie gaaahhh! Never mind. I’ll read it later (or never)

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4 mental tasks (still scary)

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-$1,200.00 -$900.00 -$600.00 -$300.00 $0.00 $300.00 $600.00 $900.00 $1,200.00 1/1/18 1/3/18 1/5/18 1/7/18 1/9/18 1/11/18 1/13/18 1/15/18 1/17/18 1/19/18 1/21/18 1/23/18 1/25/18 1/27/18 1/29/18 Organic Revenue Bad Thing Happened

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@IanLurie This, I can figure out.

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2. Maximize data-ink ratio The Rules *Shamelessly stolen from Tufte and Few

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-m ail Begging May-12 Jun-12 Jul-12

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-m ail Begging May-12 Jun-12 Jul-12

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$- $600.00 $1,200.00 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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3. Use natural colors The Rules *Shamelessly stolen from Tufte and Few

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Tim Beard: https://tinyurl.com/ypdr7z44

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-mail Begging May-12 Jun-12 Jul-12 Increase contrast, maybe

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4. Remove non-data ink The Rules *Shamelessly stolen from Tufte and Few

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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5. Remove redundant ink The Rules *Shamelessly stolen from Tufte and Few

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$- $200.00 $400.00 $600.00 $800.00 $1,000.00 $1,200.00 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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$- $200 $400 $600 $800 $1,000 $1,200 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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$- $200 $400 $600 $800 $1,000 $1,200 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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@IanLurie The Cleanup

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$- $200 $400 $600 $800 $1,000 $1,200 PPC SEO E-mail Begging May-12 Jun-12 Jul-12

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@IanLurie Step 2 Instant Context

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1. Get to the point The Rules *Shamelessly stolen from Tufte

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24-Apr 24-May 24-Jun 24-Jul 24-Aug 24-Sep 24-Oct Organic Search Clicks

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24-Apr 24-May 24-Jun 24-Jul 24-Aug 24-Sep 24-Oct Algo update Organic Search Clicks Pre-update average

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2. Answer “meh” The Rules *Shamelessly stolen from Tufte

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meh

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ohhh, it went up by over $20k!!!!

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3. Use small multiples* The Rules *Shamelessly stolen from Tufte

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$- $200 $400 $600 $800 $1,000 $1,200 PPC SEO E-mail Begging May-12 Jun-12 Jul-12 I need to compare and contrast.

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO 0 1,500 3,000 M J J E-mail 0 3,000 M J J Begging Small multiples

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO M J J E-mail M J J Begging

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@IanLurie Context Mode, Activate

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24-Apr 24-May 24-Jun 24-Jul 24-Aug 24-Sep 24-Oct Organic Search Clicks

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24-Apr 24-May 24-Jun 24-Jul 24-Aug 24-Sep 24-Oct Algo update Organic Search Clicks Pre-update average

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO M J J E-mail M J J Begging

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@IanLurie Step 3 Easy Drill-Down

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1. The rule of consistency The Rules

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO 0 1,500 M J J E-mail 0 1,500 M J J Begging

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO 0 1,500 M J J E-mail 0 1,500 M J J Begging Don’t get cute you’re trying to trick me.

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO 0 1,500 3,000 M J J E-mail 0 1,500 3,000 M J J Begging

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO 0 1,500 M J J E-mail 0 1,500 M J J Begging Or emphasize the difference (remember, not a designer)

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Dual axes add mental tasks but can work to compare trends.

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2. Use the tools The Rules

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Trendlines, of course

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Google Sheets Excel

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Moving average can show, but smooth the bumps

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Google Sheets Excel

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3. Format your tables The Rules

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Bleah

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3/10

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4/10

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7/10

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10/10

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11/10 Date of NPR interview. Much of this traffic is branded. But note higher conversion rate.

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@IanLurie The Drill Down

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0 1,500 3,000 M J J PPC 0 1,500 3,000 M J J SEO 0 1,500 M J J E-mail 0 1,500 M J J Begging OK, let me see more about organic.

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Hmm. What was this little peak in early March?

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Date of NPR interview. Much of this traffic is branded. But note higher conversion rate. you showed me the number & annotated it. I’ll plan more interviews.

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@IanLurie react interpret plan Follow the rules

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1. Reduce mental tasks 2. Maximize data-ink ratio 3. Use natural colors 4. Remove non-data ink 5. Remove redundant ink Provide Instant Clarity

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1. Get to the point 2. Answer “meh” 3. Use small multiples Set Instant Context

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1. The rule of consistency 2. Use the tools 3. Format your tables Enable Drill-down

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• Example Google sheets: https://url.ianlurie.com/3m89facm • Stephen Few: http://www.perceptualedge.com/ (Look at the examples!!!) • Edward Tufte: https://www.edwardtufte.com/tufte/ • Knaflic: https://www.storytellingwithdata.com • Natural Color Palette: https://tinyurl.com/ypdr7z44 • A post I wrote: https://tinyurl.com/yhh725y9 (Seriously, I’m not just self-promoting – it summarizes a lot of stuff I’ve learned) If You Want To Learn More (links in Canvas)

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Nice vest Ian Lurie ianlurie.com [email protected] @ianlurie