field of reporting dreams: build it and users will come?
Post on 13-Sep-2014
598 views
DESCRIPTION
Learn simple tricks to enhance reporting to make it easier to understand, and provide the actionable insight so users can spend time managing rather than reporting. Gain insight into how people interpret visual data, what memory limits are, how we make sense of objects, and how this new understanding should be used to deliver actionable insight to your dashboard and reporting users. Discover the limits of human perception and how to encode data for better perception, and learn how to use these to your advantage in creating reports and dashboards that speak clearly to users.TRANSCRIPT
![Page 1: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/1.jpg)
#Kscope
Field of Reporting Dreams
How data visualization can give you an
extra edge in bringing and maintaining
happy users
Iain Curtain
Edgewater Ranzal
Property of Edgewater Ranzal
![Page 2: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/2.jpg)
#Kscope
Agenda
• Introduction
• Reporting systems
• Understanding the customer
• Usability
• What makes good design
• Summary and examples
• Questions
Property of Edgewater Ranzal
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#Kscope
About Ranzal
Property of Edgewater Ranzal
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#Kscope
Customer Sample
Property of Edgewater Ranzal
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#Kscope
If you build it, will users come?
• It depends
• It depends
• It depends Property of Edgewater R
anzal
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#Kscope
Reporting Systems
• Resistance To Change
• Departmental Silos
• Politics over ownership
• Excel based
Property of Edgewater Ranzal
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#Kscope
Organization Maturity
Foundation
Operations
Mgmt Reports
Dashboards
Scorecards
Property of Edgewater Ranzal
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#Kscope
Organization Maturity
Area 1 Area 2 Area 3
Maintain
current
business
operations
Areas
to
grow
Property of Edgewater Ranzal
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#Kscope
User Requirements
• Talk to users
• Listen to users
• Ask why, why, why? Property of Edgewater Ranzal
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#Kscope
Usability
• How do users use the system
• How do they navigate
• Watch and learn Property of Edgewater Ranzal
![Page 11: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/11.jpg)
#Kscope
Usability
• How do users use the system
• How do they navigate
• Watch and learn Property of Edgewater Ranzal
![Page 12: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/12.jpg)
#Kscope
Design Examples
Property of Edgewater Ranzal
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#Kscope
Design Examples
Property of Edgewater Ranzal
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#Kscope
Design Examples
Property of Edgewater Ranzal
![Page 15: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/15.jpg)
#Kscope
Design Examples
Property of Edgewater Ranzal
![Page 16: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/16.jpg)
#Kscope
Good design concepts
• Memory limits
• Encoding data for rapid perception
• Gestalt principles of perception Property of Edgewater Ranzal
![Page 17: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/17.jpg)
#Kscope
Memory Limits
• Iconic memory
• Short term memory
• Long term memory Property of Edgewater Ranzal
![Page 18: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/18.jpg)
#Kscope
Data Encoding
172395769402639802738495601
298474369708987264347867923
039200492897654810298607982
725802974164783970698739405
886985726327189606972914069
87125627837895
Property of Edgewater Ranzal
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#Kscope
Data Encoding
172395769402639802738495601
298474369708987264347867923
039200492897654810298607982
725802974164783970698739405
886985726327189606972914069
87125627837895
Property of Edgewater Ranzal
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#Kscope
Gestalt Principles
• Proximity
• Similarity
• Enclosure
Property of Edgewater Ranzal
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#Kscope
Gestalt Principles
• Closure
• Continuity
• Connection
Property of Edgewater Ranzal
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#Kscope
Applying concepts
• Focus on the value add you are showing
by organising and minimising the data
shown.
• Arrange information in a way that makes
sense, making sure that the important
data stands out.
Property of Edgewater Ranzal
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#Kscope
Edward R Tufte
Property of Edgewater Ranzal
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#Kscope
Data Ink Ratio
Property of Edgewater Ranzal
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#Kscope
Chart Junk
Property of Edgewater Ranzal
![Page 26: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/26.jpg)
#Kscope
Chart Junk
Property of Edgewater Ranzal
![Page 27: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/27.jpg)
#Kscope
Chart Junk
Property of Edgewater Ranzal
![Page 28: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/28.jpg)
#Kscope
Chart Junk
Property of Edgewater Ranzal
![Page 29: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/29.jpg)
#Kscope
Chart Junk
Property of Edgewater Ranzal
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#Kscope
“We can easily see patterns
presented in certain ways, but if
they are presented in other
ways they become invisible.”
Colin Ware
Information Visualization -
Perception for Design, 2000
Colin Ware
Property of Edgewater Ranzal
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#Kscope
“…at any given instant, we
apprehend only a tiny amount
of the information in our
surroundings …”
Colin Ware
Visual Thinking for Design,
2008
Colin Ware
Property of Edgewater Ranzal
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#Kscope
Colin Ware
• Color
• Form
Property of Edgewater Ranzal
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#Kscope
Colin Ware
• Position
• Motion
Property of Edgewater Ranzal
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#Kscope
Stephen Few
Property of Edgewater Ranzal
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#Kscope
Stephen Few
Property of Edgewater Ranzal
![Page 36: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/36.jpg)
#Kscope
How does this help us?
• Simplify
• Simplify
• Simplify
Property of Edgewater Ranzal
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#Kscope
Examples
Property of Edgewater Ranzal
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#Kscope
Examples
Property of Edgewater Ranzal
![Page 39: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/39.jpg)
#Kscope
Design Examples
Property of Edgewater Ranzal
![Page 40: Field of Reporting Dreams: Build it and users will come?](https://reader034.vdocuments.net/reader034/viewer/2022051816/54151bdb8d7f72466c8b4810/html5/thumbnails/40.jpg)
#Kscope
“Graphical excellence is that which
gives the viewer the greatest
number of ideas in the shortest time,
with the least ink in the smallest
space.”
Edward R Tufte
The Visual Display of
Quantitative Information, 1983
Property of Edgewater Ranzal
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#Kscope
Iain Curtain
Senior Consultant
202 683 0874
ranzal.com
thinsliced.wordpress.com
ranzal.wordpress.com/
Questions
Property of Edgewater Ranzal
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#Kscope
More Info
• Usability
http://uxmag.com/
• Stephen Few http://www.perceptualedge.com/
• Edward Tufte http://www.edwardtufte.com
Property of Edgewater Ranzal