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Discover the Power of Data Visualization Clinic for Insightful Viz Planning

Join Jess Jorstad and Andrea Miller to learn about data viz best practices, audience planning, design layouts, and interactive deployment strategies for impactful data stories.

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Discover the Power of Data Visualization Clinic for Insightful Viz Planning

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  1. Knowledge At First Sight: A Data Viz ClinicJess Jorstad and Andrea Miller

  2. Knowledge At First Sight Jorstad and Miller • Knowledge At First Sight • Introductions • Jess – program and data analyst for Snohomish County, WA (aka that place between Seattle and Canada), HMIS lead for UFA, pursuer of the elusive perfect viz since 2015 • Andrea – independent consultant, HMIS lead, data geek, loves all things data viz

  3. Knowledge At First Sight Jorstad and Miller • Knowledge At First Sight • Emphasizes understanding and recognition • Objectives • Understand how to create a data viz plan • Become familiar with visualization best practices • Consider participatory approaches for ongoing improvement and refinement • Learn about resources and tools to enhance viz skills

  4. Knowledge At First Sight Jorstad and Miller Why data viz? Visualization inspires exploration, insight and action Promotes Analysis Fosters Engagement Moves Data to Action

  5. Knowledge At First Sight Jorstad and Miller • Why else? • Efficient • Meets the needs of multiple stakeholder audiences at once through localization, interactivity • Customizable • Every user is the author of theirown data story through slicing, dicing, drilling, zooming, etc. Like a certain fast food chain pre-2014, you can have it your way…

  6. Knowledge At First Sight Jorstad and Miller Example: An Income Statement

  7. Knowledge At First Sight Jorstad and Miller An Income Statement, Visualized

  8. Knowledge At First Sight Jorstad and Miller • Data viz best practices • > Planning • > Design • > Deployment

  9. Knowledge At First Sight Jorstad and Miller Planning The Data Viz Plan • A road map • Defines specific audience needs based on their feedback • Establishes timelines regarding drafts, launch, updates, etc.

  10. Knowledge At First Sight Jorstad and Miller Planning The Audience Internal • What do they do? • - Make decisions • - Provide services • - Monitor performance • - Understand need • - Get engaged External Data Team Partner Agencies: - Direct Service - Leadership Contracts Team CoC Leadership Immediate Supervisor - The Community - Funders Boss’s Boss - Elected Officials

  11. Knowledge At First Sight Jorstad and Miller • Planning • The Mock Up

  12. Knowledge At First Sight Jorstad and Miller • Design • The Layout • Use an F-pattern • Use BANs • People like people Results from eye tracking studies 

  13. Knowledge At First Sight Jorstad and Miller • Design • The Layout: Resources • Tableau Data Dashboard Webinar • The Big Book of Dashboards • The Data Visualization Checklist

  14. Knowledge At First Sight Jorstad and Miller • Design • Which Chart When? • Need to consider… • Type of data • (e.g., categorical, ordinal, continuous) • Type of distribution • Type of comparison • (e.g., chronological, geographical, across groups, within groups)

  15. Data Types: Continuous vs. Discrete Knowledge At First Sight Jorstad and Miller Continuous = Quantitative • infinite number of possible values • Measured, not counted Examples: • Age • Income • Days in Program • Discrete = Categorical • Number of people housed within 30 days • Number of households exiting to permanent housing

  16. Knowledge At First Sight Jorstad and Miller • Design • Which Chart When? • Frequentlyusedstrategies… • Time Series » Line chart • Parts-to-Whole » Pie or donut chart • Differences or Similarities » Bars • Progress Tracking » Bullet chart • Localization» Mapping

  17. Knowledge At First Sight Jorstad and Miller • Design • Which Chart When: Resources • Data to Viz with Caveats • Chart Chooser • Plotting the Course through Charted Waters

  18. Knowledge At First Sight Jorstad and Miller • Design • The Palette • Data type (categorical, sequential, diverging) • Accommodation for colorblindusers • Logo/brandingconsiderations • Less is more Color for clarity is good. But if your palette looks like a unicorn party – you’ve gone too far.

  19. Knowledge At First Sight Jorstad and Miller • Design • The Palette: Resources • Color Brewer • Where Are Your Eyes Drawn? • Being Clever with Color

  20. Knowledge At First Sight Jorstad and Miller • Design • The Data-Ink Ratio • Remove to Improve

  21. Knowledge At First Sight Jorstad and Miller • Design • The Data-Ink Ratio • Remove to Improve • Maximize data • Minimizeink

  22. Knowledge At First Sight Jorstad and Miller • Design & Deployment • Interactivity • Considerations • Data structure • Intuitive format & function • Audience data literacy • Mechanisms • Tooltips • Filters/Parameters • Populations • Intervention Type • Timeframe • Interactive text • Actions • URLs Example

  23. Knowledge At First Sight Jorstad and Miller • Design & Deployment • Iterate iterateiterate • Planning isgreat…flexibilityis essential Amp Your Viz • Feedback from: • Yourself • Peers • Stakeholders • People wholackcontexttheseother groups have (spouse, interdisciplinairycolleague, etc) Participatory Process!

  24. Knowledge At First Sight Jorstad and Miller • Data Viz in the Wild • with live demos • Hit or Miss? • Improvementstrategies • Lessonslearned How to not be a Data Visualization Criminal ->

  25. Knowledge At First Sight Jorstad and Miller • Storytime

  26. Knowledge At First Sight Jorstad and Miller Back when Jess had more enthusiasm than sense…

  27. Knowledge At First Sight Jorstad and Miller After Jess had (same enthusiasm) but more sense… Landed here

  28. Knowledge At First Sight Jorstad and Miller More Hits and Misses So much interactivity! So few clicks…

  29. Knowledge At First Sight Jorstad and Miller More Hits and Misses Scrollytelling = No clicks needed!

  30. Knowledge At First Sight Jorstad and Miller • Data Viz in the Wild • Takeaways • Whatmakes for a successfulviz? • What practices can youapply to your HMIS • work?

  31. Knowledge At First Sight Jorstad and Miller • HMIS Data Visualization Users Group • Interested? • Email us!

  32. Knowledge At First Sight Jorstad and Miller Thank you! For more information… Jess Jorstad Lead Data and Program Analyst Snohomish County Human Services jess.jorstad@snoco.org Andrea Miller Waypoints Consulting amiller.rotondi@gmail.com

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