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Driving Insights With Tableau
Blast Analytics & Marketing
Sacramento Tableau User Group
João Correia@joaocorreia
Visual InsightsChange The Brain
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• Many complex problems requires them
• Learning: Insights are more memorable than linear solutions
• Engagement: Insights activate deep engagement
• Systemic change: Insights change the brain
BlastAM | Driving Insights With Tableau
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Visual InsightsHaha Moments
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“Holy crap. This is the motherlode. This is going to be extraordinarily valuable in lots of ways. But after 5 minutes I can see that people who come to the 1-page guide want information about and . People on our income/household page need information on deductions. This is a real breakthrough for us. Thanks so much for doing this, Joao! I will share this with the rest of the content team.”
BlastAM | Driving Insights With Tableau
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Executive ≠ Operational
BlastAM | Driving Insights With Tableau
Driving Tableau Adoption
BlastAM | Tableau & Data Analysis DTA
Data Analysis
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EXECUTIVE
ExecutiveDriving Strategy
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70,000 ft
• Broader Questions
• Monthly/Quarterly/Yearly resolution (drive strategy)
• Longer Range (identify medium/long term trends)
• Lower Granularity (high level metrics, less detail)
Observation & Strategic Role
BlastAM | Driving Insights With Tableau
Driving Tableau Adoption
BlastAM | Tableau & Data Analysis DTA
Data Analysis
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OPERATIONAL
OperationalDriving Action
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15,000 ft
Operational Role
• More Specific Questions
• Weekly and Daily time resolution (drive action through hypothesis)
• Shorter Range (identify what works and what doesn’t)
• Higher Granularity (more detail)
0 ft
BlastAM | Driving Insights With Tableau
Executive ≠ OperationalDriving Action with Tableau
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Information should only be shared to whoever is relevant and can take action.
Identify homogeneous groups, their questions and their goals. Where can they take action?
• Understand the company business and high-level goals • Current reporting structure • Company organizational chart • Stakeholder interviews or informal conversations
BlastAM | Driving Insights With Tableau
The foundation: Questions
BlastAM | Driving Insights With Tableau
Driving Action with Tableau
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• The most important thing in Data Science is the question
• Often data will limit or enable questions
• Having data can’t save you if you don’t have a question
"The data may not contain the answer. The combination of some data and an aching desire for an answer does not ensure that a reasonable answer can be extracted from a given body of data." John Tukey
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How are we doing on {metric}?
How fast is {metric} growing?
Is {metric} growing equally across regions?
Which regions most contributed to {metric}?
Which product categories most contributed to {metric}?
Which channels drive more/less {metric}?
Which campaigns drive less {metric}?
Which emails drive most {metric}?
70,000 ft
15,000 ft
0 ft
BlastAM | Driving Insights With Tableau
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Do more of what works and less of what doesn’t
BlastAM | Driving Insights With Tableau
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Design Principles
BlastAM | Driving Insights With Tableau
Edward Tufte 6 PrinciplesFacilitate Insights
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• Principle 1: Show ComparisonShow comparisons. Ask compared to what? Relativize. e.g. to WNV to Population, etc
• Principle 2: Show Causality Use causal logic to reason a probable cause for what you are observing.
• Principle 3: Show Multivariate Data Explore data across the multiple variables and dimensions. This helps you get a better picture and uncover relationships between variables. e.g. Measuring heart rate, Co2 level and blood pressure over time.
BlastAM | Driving Insights With Tableau
Edward Tufte 6 PrinciplesFacilitate Insights
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• Principle 4: Integrate the Evidence Integrate words, numbers, images. Data graphics should make use of many modes of data presentation. e.g. The patient monitor provides not only a snapshot, in the form of summary data but also trend over time. Other medical exams may help a correct diagnostic.
• Principle 5: DocumentationDocument the process, observations, relevant facts and data. e.g. Doctors keep a registry of their patients exams results and other meaningful information. This provides context needed to understand the patient.
• Principle 6: Content Count Most of All"Analytical presentations ultimately stand or fall depending on the quality, relevance, and integrity of their content" (1). The most effective way to create a compelling presentation is through content, design and pretty graphs can only take you so far.
Document & Educate
BlastAM | Tableau & Data Analysis DTA
Driving Action with Tableau
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TakeawaysDriving Tableau Adoption
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1. Get an executive sponsor 2. Identify executive and operational stakeholders 3. Identify goals and questions for each stakeholder 4. Relate questions to main goals 5. Get data 6. Create dashboards 7. Present insights as opportunities 8. Simplify Simplify Simplify 9. Document your visualizations
BlastAM | Driving Insights With Tableau
Phone (888) 252-7866 Email [email protected] www.blastam.com
Rocklin Office 6020 West Oaks Blvd., Ste. 260
Rocklin, CA 95765
San Francisco Office 625 Second Street, Suite 280
San Francisco, CA 94107
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Los Angeles Office 7083 Hollywood Boulevard
Los Angeles, CA 90028
@joaocorreia