Creating Points in the Story

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En provenance du cours de University of California, Davis

Creating Dashboards and Storytelling with Tableau

339 notes

University of California, Davis

Creating Dashboards and Storytelling with Tableau

339 notes

Cours 4 sur 5 dans Specialization Data Visualization with Tableau

Leveraging the visualizations you created in the previous course, Visual Analytics with Tableau, you will create dashboards that help you identify the story within your data, and you will discover how to use Storypoints to create a powerful story to leave a lasting impression with your audience. You will balance the goals of your stakeholders with the needs of your end-users, and be able to structure and organize your story for maximum impact. Throughout the course you will apply more advanced functions within Tableau, such as hierarchies, actions and parameters to guide user interactions. For your final project, you will create a compelling narrative to be delivered in a meeting, as a static report, or in an interactive display online.

À partir de la leçon

Tell the Story of Your Data

Welcome to Module 4. Although this course focuses on Tableau, we will look at a wider range of examples and techniques to help you become a better data storyteller. By the end of this module, you should be able to leverage concepts and techniques designed to help you become a more focused and compelling storyteller with data as the foundation. We will discuss ways to avoid unintentionally creating false narratives with good data. You will also learn about what neuroscience research tells us about stories, audience engagement, and decision drivers. You will use structural story elements to help improve the relatability of the story and explore ways design and textual elements can affect the emotional tone of a story. Lastly, you will learn how to frame and format the data story based on your design checklist. Let's get started!

Tell the Story of Your Data Introduction1:37

The Art of Storytelling (Past, Present, and Future)3:27

Storytelling and the Human Brain5:28

Bringing Data to Life: Emotions and Data Storytelling7:14

Emotion Modulators: Color, Language, and Other Design Elements8:24

Framing and Format4:11

Framing, Conventions, and Priming8:12

False Narratives and Data Storytelling6:51

Telling the Stories within the Story (Part 1)5:29

Telling the Stories within the Story (Part 2)4:45

Story Considerations6:27

Preparation of the Story Points11:07

Setting Up the Story14:24

Creating Points in the Story16:18

Interactive Story6:36

Create a Data Story in a Static Presentation20:20

Rencontrer les enseignants

Govind Acharya
Principal Analyst
Budget and Institutional Analysis
Hunter Whitney
Sr. Consultant, Author, Instructor
Design Strategy and Data Visualization

[MUSIC]

Welcome back.

We will continue from where we left off.

As we proceed we'll be looking at creating points in the story.

To recall where we were and where we will start,

we setup a nice filter for all of the customers.

Then when you click to the other story point, you say, it's there,

but it doesn't look that great so let's do some stuff.

Let's actually set up these story points so that we know, so

we're allowing the readers to be able to navigate through these

three tabs to be able to understand information.

So let's go first to all customers, and

then I'm going to right-click on Sean Miller.

It doesn't have to be Sean Miller then click on Annotate.

So right here, right-click then Annotate.

And then I'm using point, you can also do marker area, but let's do point.

And then I'm going to type in information.

Here is just information to help guide the reader.

So this is again something that you can

tweak the language on basically.

You don't have to necessary follow the language that I'm using here for this.

So I'm going to type in this

information in the edit

annotation box and hit OK.

Now I'm going to move that box to a more appropriate location.

It may cover other people, but that's okay.

Because it's not the essential information.

Now for the scatter plot, I'm going to Annotate an area there as well.

And I selected Grant Thornton and

right-clicked on that.

And I'm going to select Annotate, and

we're going to select the point, and

the edit annotation box comes up again.

And we're going to do the same thing,

we're going to add text to make it clear what we're annotating.

There are two fields from the data that we're including,

which is profit and sales.

So I'm wrapping a sentence around those two, so

it's this customer's purchases yielded substantial losses of.

And I'm inserting the profit field which is already given, but

I'm just making sure that's in there.

From sales of, and then adding the sales field there.

So when someone sees it,

they're seeing up to date information about a particular person.

And when I'm done with that, I will click OK.

And as you can see here when the visualization is finished,

you have the text box, this customer's purchases

yielded substantial losses, etc, and is very clear.

Okay, when you select that or when you see it.

Okay, this is an example of what the data in

the scatter plot will or the customer ranking shows.

The next step is that we are going to add some texts, a text object specifically.

And so the first thing I want you to do is make sure that you go

to the Objects which is in the bottom left of your workspace.

Make sure that tiled, T-I-L-E-D is clicked and that is grayed.

And so then we're going to drag the text

object all the way up to the top here like so.

And when you do that a text box edit screen will pop up.

And this will allow you to put free text in there.

We can even put in other objects into this field.

And so what we're going to put in here is the following.

This worksheet examines all of the customers in our company.

On the next two tabs, we will see why some of the customers'

purchases result in a loss, while most seem to make a profit.

This is just a very simple explanation, and I'm going to click OK.

Now when I go to pattern of losses I see this, now with the discount and profits.

This is more of something that you should do in terms of your own formatting.

I find that it was unnecessarily scrunched up,

so I'm going to make sure that the sizes

of these tiles here are reasonable.

But you notice what it's showing here, this is very cool.

Because it's very evident that the customer profit and

customer discounts appear to be fairly well correlated.

If you provide less discounts to customers your

profits are higher, if you provide more discounts,

your profits are lower, very interesting.

I guess it's pretty intuitive, but maybe the discounts are too much.

So again, there's a little tweaking of formatting every so often.

It's like depending on your level of perfectionism.

It's like you are never satisfied.

You just try to really get it to be the right format.

The one that you like the most.

Now here, I made sure that I clicked on floating in the bottom left.

You see where the cursor is.

Now I'm going to drag some the text,

I'm going to just drag it with my mouse over and just drop it.

And then I'm going to type in some information about

customer profit and customer discounts here.

And just type those in, it's hard for me to type while talking,

so I'm going to be silent here while I type it in.

It's just actually all it is,

is explaining what the visualization is showing.

So that if someone is not as visual as you thought, it's there.

The conclusion is there, the story, the plot is there.

That there appears to be some sort of an issue with technology.

And giving discounts in technology in particular.

And I'm doing the same for the customer discounts visualization as well.

And then when I'm done typing it, hit OK.

Then adjust and place that text box in an ideal location.

I'm putting it in where I think should be an ideal location,

that doesn't mean it's actually the ideal location.

If you feel like you have a better spot then go ahead and do that.

So I just do that, and then let's go to, we'll go over to customer state data.

Here is interesting because actually there isn't actually anything

that we can say about this.

We really can't argue that there's anything

worth seeing in the state differences.

And that's okay, that's actually something.

And I put this here on purpose, because actually I want

people to understand that actually visualizations that

show that there isn't much variation in state level data,

is something that should be incorporated into your visualization.

Because as if you remember way back in course one,

I talked about in terms of the ethics of visualization is that sometimes you

need to put in data that doesn't support your contention.

So I'm basically arguing here that discounts,

the amount of discounts that a customer is getting

is really determinant of amount of profits.

But one could perhaps make a geographical argument,

and here I'm saying that I should geographical argument is not that strong.

There is not an obvious state level issue.

And profits is not necessarily seem correlated with where the customer is or

where the customers are purchasing it from.

Since it appears that the data that we have that a customer

could purchase something in more than one state,

not sure why that is, so there you go.

We're going to do a little bit of clean up now.

And that involves changing the size of the visualization

where appropriate as well as fixing any outstanding issues.

So we'll go to the pattern of losses story.

And when you notice here, you could see that you have to scroll down

when you're looking at the visualization that's not okay.

You should try to minimize that to the extent possible.

When you maximize it, it has the same issue.

And again, it's something that we wanted to try to avoid a lot.

When we go to the Select customers by state tab one of the other issues that we

have is a missing field error in the sales

tooltip and we have to fix that as well.

So these are part of the iterative processes that happen when we're

making the final assembly of the story.

So what we're going to do is, we are going to navigate

over to the Customer state data dashboard.

And then a way to get to the worksheet very quickly is that you

right-click on the sheets and

then you go to Sheet, right there.

And that will take you to the sheet, and

here we can see that the error is quite evident.

Sales, it's in big red, saying missing field, and we should fix that.

To fix that, we go to the Tooltip, and you can see here there's the missing field.

Now one of the issues in this is that you have to change the color manually back,

which we'll do right now.

So select the Sales missing field section and

just delete it, because we actually don't need it.

And I will click OK, and see what happens.

When we hover over, it works.

Now, let's cruise over to All Customers, the dashboard that is.

And then we're going to do, what we've done before but

for all of these, is ensure that we have

the automatic size for the layouts of each of the worksheets or dashboards.

And first, we're going to start with All Customers.

Let's do that.

We select Size, on mine it says Desktop Browser.

May not say that for yours.

Go to Fixed size, select that, And

then select Automatic.

And that will let Tableau know that you want it

changed whenever you go to a different computer.

So now I'm going to Discount on Profits, and doing exactly the same thing for that.

Right there, going to Automatic and then should fix that problem.

Of course, now you may have to nudge the text and fix the text.

Because there are always little quirks

that happen when you do the automatic layout.

This is a simple matter of just moving the text boxes around to get it

to roughly where it was before you made that change in the layout.

And then when we go to the Customer State Data dashboard, we do the same thing.

We select Size and then where it says Fixed Size go to Automatic.

And again, it looks like we need to do some formating.

And in the window, we simply expand it to allow the full page to be shown.

It's very straightforward and definitely worth it.

And if you notice All Customers happens to be that way already.

Discounted Profits is that way, that way meaning Automatic layout.

And the Customer State Data is Automatic layout, so

all them are Automatic layouts.

Now what I'm doing is just doing some minor clean up.

I'm taking out some of the labels,

I'm taking out the column labels

because we don't really need those.

And then let's go back to the pattern of losses story,

And when we do view the slide show mode, full screen mode, we see it works.

It actually adjusts based on the screen size.

Now, we have what I would consider a very nice story point.

I hope this helps you create story points using Tableau for your data story as well.

Especially when it comes to the final project.

Take care, bye.

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