inspire 2014 – rosenblatt securities: exploiting visualization to make connections in tableau

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Exploiting Visualization to Make Connections in Tableau

Joe MakoDirector of Visual AnalyticsRosenblatt Securities

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The Problem with Most Advice

Drawing by Stefano Tambellini

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We need to make sense of our data and communicate

Why?

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Awareness of aspects to enable success in Tableau:

How?

1. Let your data structure match the task2. Be aware of your data granularity3. Design visuals for intentional comparisons

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Enable visual analysis with mindful data transformation

What?

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Awareness of aspects to enable success in Tableau:

How?

1. Let your data structure match the task2. Be aware of your data granularity3. Design visuals for intentional comparisons

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Tableau is most flexible with non-intuitive data structures

Let your data structure match the task

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Awareness of aspects to enable success in Tableau:

How?

1. Let your data structure match the task2. Be aware of your data granularity3. Design visuals for intentional comparisons

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Your level of detail determines what you can discover

Be aware of your data granularity

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Awareness of aspects to enable success in Tableau:

How?

1. Let your data structure match the task2. Be aware of your data granularity3. Design visuals for intentional comparisons

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Leverage human cognation to understand our data

Design visuals for intentional comparisons

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Mindfulness = Success in Tableau:

Awareness in Tableau

1. Intentional data structure2. Chosen data granularity3. Designed to enable comparisons

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How to Draw an Owl

Zen of Visual Analysis by Tableau

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THANK YOU!