Impress Funders and Make Mission and Message Clear: Easy Data Visualization and Infographics. February 12,

Transcription

1 Impress Funders and Make Mission and Message Clear: Easy Data Visualization and Infographics February 12, 1

2 Agenda Introductions What is Visualization / What is it Good For? Examples of how data integration and visualization can make mission and message clear Big Data / Integrated Data Data Access Data Visualization Audience Input Throughout! 2

3 Introductions and Definitions 3

4 Introductions - Confluence Mission: To help our nonprofit clients achieve the greatest strategic value from their technology resources Founded 3/01 Worked with over 750 nonprofits Primarily bi-coastal: LA and DC anchors Over a twenty full time staff and consultants Small, woman-owned technology firm 4

5 Small sample of our clients

6 Small sample of our clients

7 Introductions Lisa Rau, CEO ~20 years of experience in IT services 13+ dedicated 100% to nonprofit sector Strategy consultant to the sector technology consulting, capacity building, assessments Computer Scientist: B.S., EECS, University of California, Berkeley M.S., Computer Science, UC, Berkeley Ph.D., CS / Artificial Intelligence, Univ. of Exeter 7

8 Introductions Lisa Rau, CEO ~100 strategic tech assessments / plans Strategic technology consultant Present / train on IT budgeting, fundraising, IT capacity building, tech planning, social media... Faculty, Center for Nonprofit Advancement s Learning and Leadership Institute Guest Faculty, Tidewater Community College s Academy for Nonprofit Excellence Adjunct Professor, Antioch University Los Angeles Master of Arts in Nonprofit Management program Peer Reviewer, MD Nonprofits Standards of Excellence Program Prior Board Member, YWCA, the National Capital Area 8

9 Definitions - What is Data Visualization? The visual / schematic representation of data We seem to call Data Indicators Two Types Discussed Here: Using pictures to make a data-based point Using graphics to help understand data for decision making, action, review In the old days: Business Intelligence? Predictive analysis, dashboards, infographics - nice portfolio of Infographics 9

10 10

11 11

12 12

13 Types of Dashboards Business Intelligence Status Accountability Tracking Scenario Comparison 13

14 14

15 15

16 16

17 17

18 18

19 OK, I date myself

20 Audience: What is Visualization Useful For In Your Nonprofit 20

21 Motivation 1 from data2insight We are good at what we do, but we cannot communicate it to our clients. We understand metrics, but cannot communicate or demonstrate understanding to others. We are stuck in the middle and need to push the data up or down. 21

22 Motivation 2 from data2insight We have so much data, it is overwhelming. We cannot make sense of the data. We do not have IT resources and/or literacy to process or report on the data. We are drowning in data, starved for wisdom. Our systems do not talk to each other. 22

23 Motivation 3 from data2insight Funder and/or other stakeholder mandates (or strongly urges) use of a dashboard. Stakeholders want a snapshot of what is going on. 23

24 Data Integration and Visualization Impact Easy absorption of information for public Interactivity and animation capture and engage nothing like a table of numbers! Non-technical what if analysis Merging data sets / overlays to see: Patterns: obesity rates in food deserts Areas of need / opportunity: Clinic within 10 miles Results over time: Decreased recidivism 24

25 25

26 Data Integration and Visualization Impact Service delivery maps / Overlay with community indicators Reporting and notification Financial analysis / integration Census / demographic data Schools Program Outcomes / Evaluation 26

27 Data Visualization Requires Data Burgeoning initiatives to integrate and free public data sets Requires Data Access Method(s) Requires Visualization Tools Translate data into pictures 27

28 Data Integrated, Open Source 28

29 Urban Institute National Data Repository 29

30 30

31 31

32 32

33 33

34 34

35 35

36 36

37 WEAVE Web-based Analysis and Visualization Environment Easy-to-use, consumable analytical, visualization tools: Charts, maps, scorecards, dashboards, narrations and animations Developed by University of Massachusetts-Lowell In partnership with the Open Indicators Consortium (OIC) Java application on the server and Flash application in web browser on the client Can be integrated with any CMS that can produce an HTML <object> tag 37

38 38

39 39

40 40

41 41

42 42

43 43

44 44

45 45

46 Data Access Methods 46

47 Data Access Methods Get raw data Use data extraction tools RSS Feeds Widgets and Gadgets; Apps Some services replicate the requested data locally Some tools require migration to their own data model APIs: Web Services JSON+ REST or XML + SOAP 47

48 State of the art in Visualization technology 48

49

50 Ways to Create Visualizations NTEN Article 6 Great Interactive Data Visualization Tools For the do it yourself ers Idealware Beyond Dashboards: Business Intelligence Tools for Program Analysis and Reporting And both in Beta: Easel.ly, Venngage Six Principles of Good Data Graphics 50

51 jquery Visualize 51

52 Google Charts 52

53 Highcharts

54 Simile Exhibit http: 54

55 JavaScript InfoVis Toolkit 55

56 D3.js 56

57 What to Use When Bullet Graphs Single quantitative measure compared to one or more related measures (i.e., a target) Optionally with qualitative scale subdivided into ranges (good, satisfactory, a bad). Bar Graphs Quantitative measure subdivided into categories (i.e., sales regions or units of time); if a time series (i.e., subdivided into units of time), emphasis is on the distinct value rather than the overall shape of the data. Stacked Bar Graphs Part-to-whole data must be displayed for each of multiple categorical subdivisions (i.e., sales regions or months.) Line Graphs Time series or frequency distribution Focus on the shape of the data. 57

58 What to Use When Combination Bar and Line Graphs When some data in the graph can be displayed best as bars and data can be displayed best as a line. Time-series data and also Pareto graphs (display ranked data as bars and the running total of that data as a line) Sparklines Display a time series with focus on the shape of the data and no need for quantitative precision. Scatter Plots Display correlations between paired sets of quantitative data Box Plots Display open-high-low-close stock data, or any combo of a distribution and specific measures, such as averages. Display measures of distribution across multiple categorical subdivisions. 58

59 Tools Dashboards and lots of other tools like MapBox for mapping 59

60 GoodData Dashboard Tool 60

61 GoodData Dashboard Tool 61

62 idashboard Dashboard Tool 62

63 Birst Dashboard Tool 63

64 ClikView Dashboard Tool 64

65 Tableau Dashboard Tool finding-bigfoot 65

66 66

67 Infogr.am 67

68 To Do Something Decide if you will either: Load data into new data structure Access via APIs / access data in situ Pre-made Interfaces / All ODBC Requirements, requirements, requirements Mobile access / touch screens Social / Sharing Web-ready Enterprise deployment / integration with local data sets The Right Tool for the Job 68

69 Why this used to be Hard Before: Automatic generation of visual data doesn t look great and design is not automated Now: Full styling control Before: Access to data sources Now: Web Services Before: Space and Speed Constrained Now: Space and bandwidth are cheap Still Hard: Integration of Each New Data Source Constantly changing technology 69

70 Why this is still hard Reconciling taxonomies Zip codes =/ Voting districts Data is Hard Boolean Logic Quarters to Months Comparing data when there are gaps Comparing qualitative and quantitative data 70

71 Resources Books courtesy of data2insight Show Me the Numbers: Designing Tables and Graphs to Enlighten (Second Edition), by Stephen Few, Analytics Press, Information Dashboard Design; The Effective Visual Communication of Data, by Stephen Few, O Reilly, Designing Data Visualizations, Illinsky & Julie Steele, O Reilly Media, 2011 Beautiful Visualization; Looking at Data Through the Eyes of Experts, Edited by Julie Steele and Noah Ilinsky, O Reilly, Rapid Graphs with Tableau Software, McDaniel, Freakalytics, 2009 Fekete, van Wijk, Stasko, North, "The Value of Information Visualization", in Information Visualization: Human-Centered Issues and Perspectives, (Eds: A. Kerren, J. Stasko, J.-D. Fekete, C. North), Springer, 2008, pp Excel 2007 Dashboards & Reports for Dummies, by Michael Alexander, John Wiley & Sons,

72 Resources - Books Now you see it; Simple Visualization Techniques for Quantitative Analysis, by Stephen Few, Analytics Press, Excel 2007 Charts, by John Walkenbach, Wiley Publishing., The Nonprofit Dashboard; A Tool for Tracking Progress, by Lawrence M. Butler, BoardSource, Information Visualization by Chaomei Chen, Springer Verlag, Information Visualization by Colin Ware, Morgan Kaufmann, The Craft of Information Visualization: Readings and Reflections by Bederson and Shneiderman, editors, Morgan Kaufmann, Visual Explanations by Edward Tufte, Graphics Press, Envisioning Information by Edward Tufte, Graphics Press, The Visual Display of Quantitative Information by Edward Tufte, Graphics Press,

73 Resources Software and Websites Tableau Spotfire JMP by SAS Panopticon Juice Analytics Exceluser.com Freakalytics.com data2insight.com/blog/ perceptualedge.com/blog/ staceybarr.com 73

74 Questions / Comments / Sharing from the Audience Let s Talk! 74

75 Contact Information THAT S ALL FOLKS!!! Lisa Rau Follow us lrau@confluencecorp.com Confluence Corporation 75