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1 Data Dashboards for Insight, Action, and Engagement April 2019 Andrea Miller, Cloudburst Jamie Taylor, LeSar Development

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Page 1: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

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Data Dashboards for Insight, Action, and EngagementApril 2019

Andrea Miller, CloudburstJamie Taylor, LeSar Development

Page 2: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

You will…

• Recognize what type of dashboard to deploy when: private-facing or public-facing

• Become familiar with data visualization best practices

• Understand how to design your own data dashboard

Learning Objectives

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Page 3: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

HUDs Data Strategy

• Recognize what types of dashboards to deploy when • Become familiar with data dashboard and visualization best practices• Understand how to design your own data dashboard

Rationale

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Page 4: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

HUDs Data Strategy

• Recognize what types of dashboards to deploy when • Become familiar with data dashboard and visualization best practices• Understand how to design your own data dashboard

Rationale

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Page 5: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Listening Exercise

Breakout

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Page 6: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Public Data Dashboards vs. Private-facing Dashboards

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Page 7: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Public Data Dashboards vs. Private-facing Dashboards

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Public-facing dashboards differ fromPrivate-facing dashboards

inIntent

andExecution

Page 8: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Unlike private-facing dashboards, private dashboards are…

• Intended for stakeholder communication, community engagement, and public education

• Designed for understanding, multi-modal sharing, civic action

Public Data Dashboards vs. Private-facing Dashboards

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Page 9: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Assessing Data Dashboards

Learning data viz inductively!

Data Dashboards

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Page 10: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

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1. Quality of Visualization

2. Ability to understand

3. Capacity to query

• Do colors promote understanding?

• Does spacing of graphs allow for ease of viewing?

• Too many graphs per view?

• Is data easy to “digest”?

• Does data answer questions?

• Are tool-tips/info icons available for context?

• Are system issues easily identifiable?

• Are performance metrics easy to see?

How do we assess the effectiveness of data dashboards?

Page 11: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

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Private, HMIS -controlled Dashboard Example

Private-facing Dashboards - How to assess?

Page 12: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Public -

web-based

HMIS

Dashboard

CHICAGO’s Dashboard to End

Homelessness

Public-facing Dashboards - How to assess?

Page 13: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Public -

web-based

HMIS

Dashboard

WASHINGTON STATE

DEPARTMENT OF COMMERCE

WashingtonBalanceofStateHomeless

SystemPerformanceRapidRe-

HousingDashboard/RRHDashboard

Public-facing Dashboards - How to assess?

Page 14: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

ALASKA

State of Alaska -

Homelessness Dashboard

Public –

web-based

HMIS

Dashboard

Public-facing Dashboards - How to assess?

Page 15: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Assessment/ critical analysis questions:

• How well do dashboards guide viewers through the data?

• Is there a sense of the “whole”? Does the data dashboard walk viewers

through a data story?

• Do dashboards help viewer/s move data into action?

Promote shared understanding?

Is there continuous data dashboard improvement, user testing?

Dashboard Effectiveness Assessment

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Page 16: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Group discussionPros and cons of the framework

Additional considerations?Previous opportunities to apply this type of framework?

Is there continuous data dashboard improvement, user testing?

Dashboard Effectiveness Assessment

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Page 17: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Did our assessment reveal best practices regarding…• Dashboard design• Data visualization• Data storytelling and communication

Is there continuous data dashboard improvement, user testing?

Dashboard Assessment Considerations

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?

Page 18: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Building Data Dashboards

Learning data viz deductively!

Data Dashboards

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Page 19: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Pre-data dashboard• Define the communication need and who is needing it• Determine what type of dashboard should be deployed• Create a data analysis plan - and pull, clean and transform the data

Hands On

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Page 20: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Pre-data dashboard• Do a mock up of the dashboard• Know your talking points

Hands On

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Page 21: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Pre-data dashboard• Restructure data

Tip: You may need to restructure your data from “wide” to “long.”“Long” data, or “stacked” data, has only one column of numerical data.

Hands On

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Page 22: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Pre-data dashboard• Restructure data

Good news: Tableau has a free plug for this

Hands On

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YesterdayThe day

before

A long

time ago

This # # #

That # # #

That Other Thing # # #

What When How much

This Yesterday #

This The day before #

This A long time ago #

That Yesterday #

That The day before #

That A long time ago #

That other thing Yesterday #

That other thing The day before #

That other thing A long time ago #

Page 23: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Pre-data dashboard• Restructure data - demonstration

Hands On

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Page 24: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Building a dashboard:Demonstration

Featuring LSA dataregarding

young adults

Hands On

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Page 25: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

1. Connect to your data and tidy it up, if necessary

Data Dashboard Demo: Let’s Build Our Own

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Data interpreter >>>>

Page 26: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

2. Build your first chart, then build a few

Data Dashboard Demo: Let’s Build Our Own

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Page 27: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

3. Customize your charts and other visuals, with an eye on interactivity

Data Dashboard Demo: Let’s Build Our Own

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Page 28: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

4. Combine visualizations to create a dashboard

Data Dashboard Demo: Let’s Build Our Own

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Page 29: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

5. Customize the dashboard –Add text, images, links, information, navigation and other components to make your dashboard friendly and engaging!

Data Dashboard Demo: Let’s Build Our Own

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Page 30: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

6. Publish and Share!

Data Dashboard Demo: Let’s Build Our Own

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Page 31: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Best practices regarding…• Dashboard layout and design

- Use of the F pattern- BANs- Images, logos, links

Return to Dashboard Assessment Considerations

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Page 32: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Best practices regarding…• Visualization(s)

- Use color theory/deliberate palettes- Use highligting- Which chart to use when?- Remove to improve

Return to Dashboard Assessment Considerations

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Page 33: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Best practices regarding…• Storytelling and Communication(s)

- Guided navigation- Specific data storytelling techniques- Interactivity

Return Dashboard Assessment Considerations

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Page 34: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

• Data Visualization with Tableau (Free Tutorial in Data Camp)

• Dashboard Design (free webinar series from Tableau and Andy Kriebel) of The Big Book of Dashboards

• Alternative Dashboard Tools: Flourish (Freemium) and Infogram

Resources

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Page 35: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

• Key takeaways?• How might your community use the techniques that were demonstrated?• What are your next steps?

What’s Next for You?

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Page 36: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Please take a moment to complete the evaluation form for this session.

Let us know what worked, what could be refined, what else should be added!

What’s Next for Us?!

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Page 37: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Contact information

Andrea [email protected]

Jamie [email protected]

Thank you!

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Page 38: Data Dashboards for Insight, Action, and Engagement...Assessment/ critical analysis questions: • How well do dashboards guide viewers through the data? • Is there a sense of the

Additional URL information to create a full screen dashboard:

Append the existing viz link with:&:showVizHome=no

Miscellaneous!

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