Data Visualization. Scientific Principles, Design Choices and Implementation in LabKey. Cory Nathe Software Engineer, LabKey

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1 Data Visualization Scientific Principles, Design Choices and Implementation in LabKey Catherine Richards, PhD, MPH Staff Scientist, HICOR Cory Nathe Software Engineer, LabKey

2 Outline o Scientific Principles and Design Choices o Implementation in LabKey o Case Study: HICOR IQ

3 Scientific Principles and Design Choices o Why use data visualizations o Choosing the best chart type and visual attributes o Incorporating design best practices

4 Why use data visualizations? o Leverage visual system to absorb large amounts of information very quickly Identify patterns or outliers o Inspire new questions o Help identify problems

5 Data Viz show patterns tables do not

6 Data Viz show patterns tables do not o Average X = 9 o Average Y = 7.5 o Y=3+0.5X --> same linear model o R 2 = > same R 2

7 Data Viz show patterns tables do not

8 Scientific Principles and Design Choices o Why use data visualizations o Choosing the best chart type and visual attributes o Incorporating design best practices

9 Chart Types

10 Visual Attributes

11 Visual Attributes o Data encoding: mapping data to visual attributes o Process Choose data dimensions to graph Classify data types Determine which visual attributes represent data types most effectively

12 Data Dimensions o Unique information

13 Data Dimensions o Most common Visualizations with 3 or 4 data dimensions o Rare Visualizations with 6,7 or more The more dimensions the more visual attributes needed

14 Data Types o Nominal o Ordinal o Quantitative Interval Ratio Stevens. On the theory of scales of measurements. Science. 1946

15 Data Types o Nominal (labels) Fruits: apples, oranges, pears o Ordinal Restaurant inspection grades: A, B, C o Quantitative Interval (location of zero arbitrary) Dates Location Ratio (zero fixed) Physical measurement: weight, height Stevens. On the theory of scales of measurements. Science. 1946

16 Operations Permitted with Data Types o Nominal (labels) Operations: =, o Ordinal Operations: =,, <,>,, o Interval (location of zero arbitrary) Operations: =,, <, >,,, -(subtraction) Can measure distances or spans o Ratio (zero fixed) Operations :=,, <, >,,, -, /(division), *(multiplication) Can measure ratios or proportions Stevens. On the theory of scales of measurements. Science. 1946

17 Visual Attributes Adapted from figure 4-3 in Designing Data Visualizations by Illinksy & Steele

18 Science of Data Viz o Psychophysics Branch of psychology that deals with relationship between physical stimuli and sensory response Human graphical perception

19 Ranking of Elementary Perceptual Tasks Cleveland & McGill. JASA (387):

20 Length-Position Experiment Cleveland & McGill. JASA (387):

21 Length-Position Experiment Most accurate Cleveland & McGill. JASA (387):

22 Ranking of Elementary Perceptual Tasks Cleveland & McGill. JASA (387):

23 Chart Types

24 Chart Types

25 Chart Types

26 Chart Types

27 Chart Types

28 Chart Types

29 Scientific Principles and Design Choices o Why use data visualizations o Choosing the best chart type and visual attributes o Incorporating design best practices

30 Incorporating Design Best Practices o Graphic design Color theory Typography o Tufte s Rules

31 Tufte s Rules 1.Reduce chart-junk and increase data-to-ink ratio 2.Maximize contrast 3.Use readable labels 4.Don t repeat yourself 5.Instead of legends label data series (points) directly 6.Avoid smoothing and 3D 7.Sort for comprehension Edward Tufte. The Visual Display of Quantitative Information. 2001

32 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

33 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

34 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

35 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

36 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

37 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

38 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

39 Tufte s Rules Edward Tufte. The Visual Display of Quantitative Information. 2001

40 Outline o Scientific Principles and Design Choices o Implementation in LabKey o Case Study: HICOR IQ

41 LabKey Built-in Reports o For non-developers Plotting tools built in to LabKey Data Regions Rendered using LabKey Visualization API (built on D3js library) Example: box plot, scatter plot, time chart o For developers JavaScript Views R Reports (Rserver/Knitr) Advanced View (invoke command line program) Module Reports (using LABKEY.Report.execute) o Shown in Data Views Browser Customize grouping, label, thumbnail, etc. Control visibility (private vs. shared)

42 LabKey Data API Access o Access data from study dataset, external schema, list, etc. o LabKey Client APIs Examples: JavaScript, Java, Perl, Python, Rlabkey, SAS Macros, HTTP Interface Secure, auditable, programmatic access to data and services Exporting data grid as a Script

43 LabKey JavaScript Visualization API o Shapes / Geoms: Point / Bin Path ErrorBar BoxPlot / BarPlot o Interactions: Callback function for point click Callback function for mouse over/out Brushing (1D, 2D) o Plot Helpers PieChart LeveyJenningsPlot SurvivalCurvePlot

44 LabKey Visualization - Live Demo JavaScript based charts from LabKey Demo Study Data Region > Charts/Views menu Generic Chart (box/scatter plot) Time Chart JavaScript View Reports Webpart

45 [Live Demo (1 of 5)]

46 [Live Demo (2 of 5)]

47 [Live Demo (3 of 5)]

48 [Live Demo (4 of 5)]

49 [Live Demo (5 of 5)]

50 Examples (1 of 3) Panorama - Levey-Jennings report, Pareto plot Data Source: SProCoP Tutorial

51 Examples (2 of 3) Dataspace - scatter with gutter plots Data Source: CAVD DataSpace

52 Examples (3 of 3) HIDRA Argos - pie chart, survival curve, bar plot, timeline report Argos, an application developed in partnership with Fred Hutch. The Timeline report was created by the Oncoscape Core team and is maintained by Lisa McFerrin. Oncoscape is supported by Fred Hutch and STTR.

53 Outline o Scientific Principles and Design Choices o Implementation in LabKey o Case Study: HICOR IQ

54 HICOR IQ - Overview o Regional Oncology Informatics Platform o GOAL: to provide patients, payers, providers and health systems with transparent information to support decision-making in cancer care

55 HICOR IQ - Overview o The initial launch includes a limited initial set of reports based on ASCO 2012 Choosing Wisely Recommendations o The initial functionality allows users to select metrics of interest, configure plots based on regional or clinic views, and generate reports categorized by sub-groups

56 HICOR IQ - Live Demo o Data Views direct link to different metrics o Configure report (apply filters, switch chart type) o Bar plot, Scatter plot, Time plot o Population size, filters, exclusions o Download PDF

57 [Live Demo (1 of 4)]

58 [Live Demo (2 of 4)]

59 [Live Demo (3 of 4)]

60 [Live Demo (4 of 4)]

61 HICOR IQ - Implementation o Collaboration between HICOR and LabKey Iterative layout and user experience design D3 code creation for plot rendering o Custom Java module New database schema and tables Use of OLAP cube for accessing measures and dimensions Plots generated with dimple JavaScript D3 library o Additional data security Data can not be directly accessed from schema browser Server only returns aggregate data with small populations removed

62 HICOR IQ - Code Example renderplot: function () {... //initialize the svg svg = dimple.newsvg("#" + this.renderid, fullwidth, fullheight); //create the chart component and set margins chart = new dimple.chart(svg, data); chart.setbounds(margin.l, margin.t, plotwidth, plotheight); //configure the x-axis x = chart.addcategoryaxis("x", "Group"); x.floatingbarwidth = 20; //configure the y-axis y = chart.addmeasureaxis("y", "Value"); y.showgridlines = false; y.ticks=4; y.overridemax=1.0; y.tickformat = "%"; //sorting the x-axis variable x.addorderrule("group"); //render the chart as an svg and remove the dimple title chart.draw(); x.titleshape.remove(); //use D3 to update some content and add titles this.rendertitle(svg, fullwidth, 0); this.styleaxis(svg, x, y, margin); //define the content of the bar hover tooltip this.overridetooltiptext(s, data, function(row) { return [ "Group: " + row.group, "Utilization: " +row.value ]; }); //add a bar series to the plot s = chart.addseries(null, dimple.plot.bar); dimple:

63 HICOR IQ - Code Example renderplot: function () {... //initialize the svg svg = dimple.newsvg("#" + this.renderid, fullwidth, fullheight); //create the chart component and set margins chart = new dimple.chart(svg, data); chart.setbounds(margin.l, margin.t, plotwidth, plotheight); //configure the x-axis x = chart.addcategoryaxis("x", "Group"); x.floatingbarwidth = 20; //configure the y-axis y = chart.addmeasureaxis("y", "Value"); y.showgridlines = false; y.ticks=4; y.overridemax=1.0; y.tickformat = "%"; //add a bar series to the plot s = chart.addseries(null, dimple.plot.bar); var y //sorting = d3.scale.linear() the x-axis variable.range([height, x.addorderrule("group"); 0]); //render the chart as an svg and remove the dimple title y.domain([0, 1.00]); chart.draw(); x.titleshape.remove(); d3.svg.axis().scale(y) //use D3 to update some content and add titles.orient("left") this.rendertitle(svg, fullwidth, 0);.tickValues([0, this.styleaxis(svg,.25, x,.5, y,.75, margin); 1]).tickFormat(function(d) { return d * "%"; }); //define the content of the bar hover tooltip... this.overridetooltiptext(s, data, function(row) { return [ "Group: " + row.group, svg.append("g") "Utilization: " +row.value.attr("class", ]; "y axis") });.call(axis).style("font-weight","bold").style("font-family", "Arial").append("text").attr("class", "ylabel").attr("y", -20).attr("x", -40).attr("dy", ".71em").text(label); dimple:

64 HICOR IQ - Future o Allow new metric definition and data loading o Split module for security (server) vs. plotting (client) o Identification of My Clinic for comparison in scatter plot o Include static reports o Clinic / Payor dashboard report o Better organization of sub-metrics

65 Thank You Any questions? Catherine Richards, PhD, MPH Staff Scientist, HICOR (soon to be Director, Scientific and User Engagement at Aetion) Cory Nathe Software Engineer, LabKey

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