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The Visualization Process (Model)

Ken Benson November 2013

Transformation of Data into Information

Information and Data Quality Conference 2013

4-7 November 2013 University of Arkansas Little Rock

http://iaidq.org/idq2013

© Copyright 2012 | First Data Corporation 2 |

Life Cycle Comparison

Ken Benson – November 2013



Outline Identify Measures & Origin of Data

Specify Collect/Storage/Analysis Procedure

Collect Data

Analyze Data

Develop & Present Report

Tools & Examples

Store Data & Report

Document Process

Obtain Feedback/Lessons Learned

Incorporate Changes




Identify Measures

Discussions with Leadership

Organization (Unit) Goals

Critical/major problems

Results

Nightmares

Missing knowledge




Origin of Data

Project Management Schedules, Hours

Financial Estimates vs. Actuals

Sales Forecasts vs. Actuals

Customers Satisfaction Rates/Surveys/Feedback

Test Defect Rates/Causal Analysis




Specify Procedures

Procedures are Process Documentation

Document Process Flow

Explain steps Identification

Descriptive Narrative

Inputs/Outputs/Accountability

Documentation

Baseline

Measurement

Record of Change




Collect, Analyze & Store Data Collect

Completeness/Integrity

Base/Derived Measures

Analyze

Interpret results

Preliminary conclusions

Refinement/Completeness

Storage

Secure

Backup




Develop Report Choices

Tables

Simple Information

Statistics (Mean, Median, Std. Deviation)

Ranking

Graphs

Purpose

Types

What to Avoid

Bad vs. Good




BI & Analytics Tools Excel

Oracle

Informatica

SAS – Visual Analytics, Enterprise Guide

Tableau

SAP

Information Builders – WebFOCUS

Genesis Angel

Panorama Software

To name a few …




Examples of Selection

Bar Chart: Comparison of Quantities Line Chart: Trending data Pie Chart: Proportions Maps: Locations Scatterplots: Relationships Gantt Chart: Schedules Bubble Charts: Concentrations Histograms: Distribution Bullet: Metric against a Goal Heat Map: Graphical Representation in Colors Tree Map: Hierarchical Data using Nested Rectangles Highlighted Table: Intersections Which Chart is Right for You, Maila Hardin, et al




What is wrong?

[CELLRANGE]

[CELLRANGE]

Overall Project Status Week Ending 7/6/13

Red Green

[CATEGORY NAME] [CELLRANGE]

[CATEGORY NAME] [CELLRANGE]

Overall Project Status Week Ending 7/6/13 ABC Wizards Inc. Hendricks Moving Company Josepi Gelato Centers National Bank Rotini Macaroni Inc. Williams, Johansson and Forbes Abati Automotive Parts, LLP Carson Widget Co. Continental Travel Corporation Fredricka and Daughter Transportation Hector Machine Shop LMNOP Pet Care, LLC Paula's Beauty Salon Talbert Cookie Manufacturing Zebelico Transmission Co.

Red Red Red Red Red Red

Green Green Green Green Green Green Green Green Green

Project Overall Status

Caution: Use no more than five slices. Difficult to differentiate the slice size and can be misleading.




Vertical Bar Chart

2013Q2JuneQ3JulyAugustSeptember

246810121416Count o

3Yellow

2Yellow

7Green

8Green

5Red

5Red

2Yellow

2Yellow

3Yellow

9Green

9Green 8

Green

9Green

6Red

4Red 5

Red

3Red

3Yellow

3Yellow

5Yellow

4Yellow

4Yellow

9Green

9Green 8

Green

9Green

9Green

3Red

3Red

2Red

2Red

2Red

2Yellow

5Yellow

11Green

8Green

2Red

2Red




What’s wrong here?

5M10M15M20M25M30M35MPopulatio




A better story? 0MCalifornia

TexasNew YorkFloridaIllinoisPennsylvaniaOhioGeorgiaMichiganNorth CarolinaNew JerseyVirginiaWashingtonMassachusettsArizonaIndianaTennesseeMissouriMarylandWisconsinMinnesotaColoradoAlabamaSouth CarolinaLouisianaKentuckyOregonOklahomaConnecticutIowaMississippiArkansasKansasUtahNevadaNew MexicoNebraskaWest VirginiaIdahoHawaiiMaineNew HampshireRhode IslandMontanaDelawareSouth DakotaAlaskaNorth DakotaVermontWyoming

11,544,225

12,875,255

26,059,20338,041,430

19,570,261

4,380,415

6,553,255

1,855,525

2,885,905

1,320,718

6,021,988

5,379,139

9,752,073

8,185,867

4,822,023

3,590,347

2,984,926

1,392,313

2,758,931

1,005,141

731,449

576,412

Pareto of State Population1

Sum of Population for each members.




A Different Story

About Tableau maps: www.tableausoftware.com/mapdata

833,354South Dakota

699,628North Dakota

1,855,413West Virginia

2,085,538New Mexico

6,897,012Washington

38,041,430California

26,059,203Texas

19,570,261New York

19,317,568Florida

12,875,255Illinois

11,544,225Ohio

6,456,243Tennessee

2,984,926Mississippi

5,379,139Minnesota

3,814,820Oklahoma

5,726,398Wisconsin

5,187,582Colorado

4,601,893Louisiana

4,380,415Kentucky

3,899,353Oregon

9,919,945Georgia

3,074,186Iowa

9,883,360Michigan

2,949,131Arkansas

2,885,905Kansas

2,855,287Utah

2,758,931Nevada

1,855,525Nebraska

6,553,255Arizona

1,595,728Idaho

1,329,192Maine

1,005,141Montana

6,021,988Missouri

917,092Delaware

576,412Wyoming

Map of Population and DensityPopulation

576,41210,000,00020,000,00030,000,00038,041,430

1

Map based on Longitude (g lation and STATE. Details




Too much data on one chart?

0K

Abbott Laboratories

AetnaAllstateAmazon.comAmerican ExpressAmerican International GroupAmerisourceBergenAppleArcher Daniels MidlandAT&TBank of America Corp.Berkshire HathawayBest BuyBoeingCardinal HealthCaterpillarChevronCHSCisco SystemsCitigroupCoca-ColaComcastConocoPhillipsCostco WholesaleCVS CaremarkDeereDellDelta Air LinesDow ChemicalDuPontEnterprise Products PartnersExpress Scripts HoldingExxon MobilFannie MaeFedExFord MotorFreddie MacGeneral DynamicsGeneral ElectricGeneral MotorsGoldman Sachs GroupGoogleHCA HoldingsHessHewlett-PackardHome DepotHoneywell InternationalHumanaIngram MicroIntelInternational Business Mach..INTL FCStoneJ.P. Morgan Chase & Co.Johnson & JohnsonJohnson ControlsKraft FoodsKrogerLiberty Mutual Insurance Gr..Lockheed MartinLowe'sMarathon PetroleumMcKessonMedco Health SolutionsMerckMetLifeMicrosoftMorgan StanleyMurphy OilNationwideNew York Life InsuranceNews Corp.OraclePepsiCoPfizerPhilip Morris InternationalPlains All American PipelineProcter & GamblePrudential FinancialSafewaySears HoldingsSprint NextelState Farm Insurance Cos.SunocoSupervaluSyscoTargetTIAA-CREFTyson FoodsUnited Continental HoldingsUnited Parcel ServiceUnited TechnologiesUnitedHealth GroupValero EnergyVerizon CommunicationsWal-Mart StoresWalgreenWalt DisneyWellPointWells FargoWorld Fuel Services

127,245

125,095

108,249

143,688

102,939

110,838

452,926

147,616

107,750

446,950

102,644

112,084

136,264

237,272

245,621

59,985

37,905

64,305

69,865

53,105

30,698

82,559

87,597

69,943

48,077

90,374

66,504

46,692

36,832

127,245

108,249

143,688

102,939

110,838

452,926

147,616

107,750

446,950

136,264

237,272

101,862

245,621

137,451

68,735

73,645

59,985

37,905

54,365

64,30545,765

69,865

30,698

82,559

69,94348,047

41,567

40,89387,597

71,730

88,262

36,832

35,622

38,851

DJ Top 100 Companies - Revenue & Profit-16,855

Sum of Revenues ($ millio ($ millions).




How about DJ Top 25 by Profit? 0K

1

Exxon Mobil2Chevron3Apple4Microsoft5Ford Motor6J.P. Morgan Chase & Co.7American International Group8Wells Fargo9International Business Machin..10Wal-Mart Stores11General Electric12Intel13ConocoPhillips14Procter & Gamble15Citigroup16Berkshire Hathaway17Pfizer18Google19Johnson & Johnson20General Motors21Philip Morris International22Coca-Cola23Oracle24Hewlett-Packard25MetLife

DJ Top25 by ProfitSum of Revenues ($ millions) and sum of Profits ($ millions) for each DJ Top 25 by Profit broken down by Rank by Profits.




Tree Map as a solution

MetLife

Profit Ranking:25Revenue:70641Profit: 6,981

Oracle

Profit Ranking: 23Revenue: 35622Profit: 8,547

Coca-Cola


Philip Morris InternationalProfit Ranking: 21Revenue: 31097Profit: 8,591

GeneralMotors


Johnson &Johnson


GoogleProfit Ranking:18Revenue:37905Profit: 9,737

Pfizer


Berkshire HathawayProfit Ranking: 16Revenue: 143688Profit: 10,254

CitigroupProfit Ranking: 15Revenue: 102939Profit: 11,067

Procter & Gamble


ConocoPhillipsProfit Ranking:13Revenue:237272Profit: 12,436

Intel

Profit Ranking:12Revenue: 53999Profit: 12,942

General Electric


Wal-Mart Stores


International Business Machines


Wells FargoProfit Ranking: 8Revenue: 87597Profit: 15,869

American International GroupProfit Ranking: 7Revenue: 71730Profit: 17,798

J.P. Morgan Chase & Co.Profit Ranking: 6Revenue: 110838Profit: 18,976

Ford Motor


Microsoft


AppleProfit Ranking: 3Revenue: 108249Profit: 25,922

Chevron


Exxon Mobil


DJ Top25 by Profit6,981

DJ Top 25 by Profit, Rank lions). The marks are labe




Take Care / Avoid

Scrolling Representations

Scrunched Graphs

Too Many Colors

Too Many Fonts

Overwhelming Label Size

Large Tables

Too Many Labels

Pie Charts – Too Many Slices

Incorrect Orientation

Tableau Visualization Guidebook, Tableau Software (2010)




Deliver Results Report Medium

Hard Copy

Soft Copy

Presentation

Face-to-Face Meeting

On-Line Meeting

Dashboard

Store with Data

Secure

Backup




Feedback & Lessons Learned Informal

Meeting

Corridor, Lunch Room, etc.

Formal

E-mails

Interviews

Questionnaires

Lessons Learned

Periodically

Repeat, Change, Don’t Do Again




Process Updates

Collect Information

Informal

Formal

Lessons Learned

Determine Improvements

Prioritize

Pilot, if needed

Demonstrated Improvements

Include as Process Updates




Bibliography

Abilla, P. ((July 31, 2010). PDCA and DMAIC Comparison: Similarities and Differences - Shmula. Retrieved September 14, 2013from http://www.shmula.com/lean-and-six-sigma-pdca-and-dmaic-comparison/3179/

Albaba, M. (July 10, 2012). PDCA Cycle. Retrieved September 14, 2013 from http://mohammadalbaba.wordpress.com/tag/software-development-life-cycle/

CollabNet. (n.d.). What Gets Measured, Gets Done, How the Right Measures Drive Engineering. Retrieved August 11, 2013 from http://visit.collab.net/wp-what_gets_measured_get_done.html

Chrissis, M. B., Konrad, M., Shrum, S. (2011). CMMI for Development, Guidelines for Process Integration and Process Improvement, Third Edition. Boston, MA: Pearson Education, Inc.

Few, S. (2012). Show Me the Numbers, Designing Tables and Graphs to Enlighten. (2012). Burlingame, CA: Analytics Press




Bibliography (Cont) Gartner. (February 5, 2013). Magic Quadrant for Business Intelligence and Analytics Platforms. Retrieved September 8, 2013 from http://www.google.com/url?sa=t&rct=j&q=&esrc=s&frm=1&source=web&cd=6&cad=rja&ved=0CGEQFjAF&url=http%3A%2F%2Fdownload.microsoft.com%2Fdownload%2FD%2FD%2F9%2FDD94631B-7B68-4F23-870C-C3965FAA222D%2F2013_gartner_magic_qaudrant_for_bi_and_analytics.pdf&ei=7Sc1UpHKDIWr2QWO3ICoBQ&usg=AFQjCNFLB-LoK_jY5Yho_m07EumKzI04oA

Hardin, M., Horn, D., Perez, R. & Williams, L. (January 2012). Which Chart or Graph is right for You. Retrieved April 17, 2013 from www.tableausoftware.com/learn/whitepapers/which-chart-or-graph-is-right-for-you

ISM-Journal. (January 23, 2007). Chapter 16, Introduction to the Traditional SDLC. Retrieved September 14, 2013 from http://www.ism-journal.com/ITToday/AU4426_C016.pdf

Larman, C. (2006). Applying UML and Patterns, An Introduction to Object-Oriented Analysis and Design and Iterative Development, Third Edition. Boston, MA: Pearson Education, Inc.




Bibliography (Cont) Lenarz, A. J. (February 2001). PDCA (Plan Do Check Act) vs. DMAIC (Define Measure Analyze Improve Control). Retrieved September 14, 2013 from http://elsmar.com/Forums/showthread.php?t=3653

McDaniel, S. & McDaniel, E. (2009-2010). Rapid Graphs with Tableau Software 7, Create Intuitive Actionable Insights in Just 15 Days. Seattle, WA: Freakalytics, LLC

McGarry, J., Card, D., Jones, C., etal. (2002). Practical Software Measurement, Objective Information for Decision Makers. Boston, MA: Pearson Education, Inc.

Quality Digest. (n.d.). mytestingguide, DMAIC. Retrieved September 14, 2013 from http://mytestingguide.wordpress.com/dmaic/

Tableau Software. (2010).Tableau Visual Guidebook. Retrieved April 17, 2013 from http://www.tableausoftware.com/visual-guidebook-info-aesthetics.

Tague’s, N. R. (2004). The Quality Toolbox, Second Edition, excerpted from pages 390-392. Milwaukee, WI: ASQ Quality Press. Retrieved September 14, 2013 from http://asq.org/learn-about-quality/project-planning-tools/overview/pdca-cycle.html




Questions??

Contact Ken Benson

M (501) 247-1839 [email protected]


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