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Explanation & Answer
Attached.
Running Head: DATA VISUALIZATION FOR BUSINESS
Data Visualization for Business
Firstname Lastname
Institutional affiliation
1
DATA VISUALIZATION FOR BUSINESS
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(a) Select two (2) metrics from Annex A and use Tableau Desktop to create one (1) chart for
EACH of the metrics you selected.
You have to create at least two (2) of the following items in EACH of the chart created:
• Trend Line
• Reference Line
• Parameter
• Forecast
• Drill-down at various geographical levels
Provide screenshots of the charts in your report.
1.
Trend line
2.
Forecast
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(b) Illustrate the applications of visual cues, coordinate systems, scales and context in data
visualization by providing explanation of the four (4) data visualization components used in
EACH of the charts created in your answer to Question 2(a).
CLEAR HEADINGS AND KEYS
The more compelling the heading, the more attention the reader will pay to the data in the chart.
To create the most compelling heading possible, I needed to understand my audience. For
example, I do not use technical terms or jargon to communicate to the general public. In fact, it
doesn’t hurt to get as personal as possible – like the in the screenshot. Using the word “your”
makes the data immediately relevant to the reader. When it comes to keys, I kept them as clear
and simple as possible. Short labels and drastic color variance made them easy to use at a glance,
and placing them in the right location – where they’re clearly visible but don’t block any data –
helps avoid confusion.
OBVIOUS TRENDS
One of the main benefits of data visualization is its usefulness in showing trends. It can take a lot
of time and effort poring through reports to spot a trend, but a chart can make one obvious in an
instant. So, I pointed out the trend clearly. I also used the lines to “connect the dots”. This is
because, the reader can get specific information from the bar graph while immediately picking
up on the trend that the line depicts.
SIMPLE ANALYSIS
I used a simple, well-organized table to do the trick. In fact, clearly breaking down valuable
analyses like this saves the reader work because they don’t have to interpret the data themselves.
I can do the math for them to make the takeaways as obvious and inarguable as possible. I also
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kept the information simple and brief, and used bold and/or colored font for key points. I also
included a short summary sentence or two to emphasize the overall message.
LOTS OF DATA/EVIDENCE
The more points present, in a data visualization, the more the overall image becomes convincing.
The trends are more consolidated and the most extraordinary anomalous values. I made sure the
data present was clear. Do not skip a simple message to see an impressive amount of data.
(c) Create a dashboard which includes charts created in 2(a). You may create more charts if
needed to make your dashboard provide a more holistic view of insights from the data. Use
relevant Actions in Tableau to create an advanced Dashboard navigation so that Dashboard users
will be able to filter, highlight and drill down the data used in the Dashboard.
Illustrate the Dashboard Design Principles used. Provide screenshots of the dashboard in your
report.
Design principles
1. Ideation and conceptualization
Before creating a dashboard, there are a few things I considered.
a. Goal
Did I clearly understand why you are creating the dashboard first? What is the final goal I
wanted to achieve through this dashboard? Does this automate the reporting process at the end of
the month? Does it provide a better view of some complex calculations I have done on other
platforms?
Data sources
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Listing the sources of data needed to develop these key performance indicators. This step is
important because with each data source that connects, the complexity and cost of calculating
key performance indicators increases. Therefore, it is always better to link only data sources that
contain relevant data.
e. Infrastructure
Depending on the complexity and volume of data, the memory and calculation requirements
must be estimated. With the right background infrastructure, the performance of the dashboard
improved significantly. Are the data updated once a day? Will it be in real time? The answer to
these questions helps to correctly assess the infrastructure requirements and avoid future
performance problems.
2.
Development
Once I had determined what you need to do on the dashboard and configure the infrastructure, I
move on to the second phase of the dashboard development. Below are the considerations I put
in place during the development phase.
a. Design
Design is an important part of the overall development of the dashboard. I was very picky with
the colors and font size I use. There is no rule book on the right color or the right font for the
dashboard. I also consider some hygiene factors, such as: the font might not be very clear or the
graphics may not be very clear. With a subtle and aesthetic color palette, the brand identity is
well suited to both internal and external parts.
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b. Visualization impact
My goal was to recognize the right kind of visualization to make an impact at first sight. Some
types of data points are well represented in some types of visualization. For example, the
analysis of the time course is usually represented in a line graph. For an example of a sales
dashboard, the sales and cost figures for the current year must be presented as single digits with a
larger font size and the underlying historical trend.
3.
Maintenance
Once the dashboard is created, there are many things to consider for the dashboard to work and
function properly. Some aspects are highlighted below.
a. Robust testing
After creating a dashboard, I need to do extensive testing and spend a lot of time testing the
entire platform. Tests help identify errors and distribution errors that can lead to system errors or
false results later if they are not resolved.
b. Maintenance
I would say it's the most ignored part of the entire dashboard development life cycle, but it's a
very important part. Af...
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