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The Visualization Process (Model)
Ken Benson November 2013
Transformation of Data into Information
Information and Data Quality Conference 2013
4-7 November 2013 University of Arkansas Little Rock
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Life Cycle Comparison
Ken Benson – November 2013
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Outline Identify Measures & Origin of Data
Specify Collect/Storage/Analysis Procedure
Collect Data
Analyze Data
Develop & Present Report
Tools & Examples
Store Data & Report
Document Process
Obtain Feedback/Lessons Learned
Incorporate Changes
Ken Benson – November 2013
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Identify Measures
Discussions with Leadership
Organization (Unit) Goals
Critical/major problems
Results
Nightmares
Missing knowledge
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Origin of Data
Project Management Schedules, Hours
Financial Estimates vs. Actuals
Sales Forecasts vs. Actuals
Customers Satisfaction Rates/Surveys/Feedback
Test Defect Rates/Causal Analysis
Ken Benson – November 2013
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Specify Procedures
Procedures are Process Documentation
Document Process Flow
Explain steps Identification
Descriptive Narrative
Inputs/Outputs/Accountability
Documentation
Baseline
Measurement
Record of Change
Ken Benson – November 2013
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Collect, Analyze & Store Data Collect
Completeness/Integrity
Base/Derived Measures
Analyze
Interpret results
Preliminary conclusions
Refinement/Completeness
Storage
Secure
Backup
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Develop Report Choices
Tables
Simple Information
Statistics (Mean, Median, Std. Deviation)
Ranking
Graphs
Purpose
Types
What to Avoid
Bad vs. Good
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BI & Analytics Tools Excel
Oracle
Informatica
SAS – Visual Analytics, Enterprise Guide
Tableau
SAP
Information Builders – WebFOCUS
Genesis Angel
Panorama Software
To name a few …
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Examples of Selection
Bar Chart: Comparison of Quantities Line Chart: Trending data Pie Chart: Proportions Maps: Locations Scatterplots: Relationships Gantt Chart: Schedules Bubble Charts: Concentrations Histograms: Distribution Bullet: Metric against a Goal Heat Map: Graphical Representation in Colors Tree Map: Hierarchical Data using Nested Rectangles Highlighted Table: Intersections Which Chart is Right for You, Maila Hardin, et al
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What is wrong?
[CELLRANGE]
[CELLRANGE]
Overall Project Status Week Ending 7/6/13
Red Green
[CATEGORY NAME] [CELLRANGE]
[CATEGORY NAME] [CELLRANGE]
Overall Project Status Week Ending 7/6/13 ABC Wizards Inc. Hendricks Moving Company Josepi Gelato Centers National Bank Rotini Macaroni Inc. Williams, Johansson and Forbes Abati Automotive Parts, LLP Carson Widget Co. Continental Travel Corporation Fredricka and Daughter Transportation Hector Machine Shop LMNOP Pet Care, LLC Paula's Beauty Salon Talbert Cookie Manufacturing Zebelico Transmission Co.
Red Red Red Red Red Red
Green Green Green Green Green Green Green Green Green
Project Overall Status
Caution: Use no more than five slices. Difficult to differentiate the slice size and can be misleading.
Ken Benson – November 2013
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Vertical Bar Chart
2013Q2JuneQ3JulyAugustSeptember
246810121416Count o
3Yellow
2Yellow
7Green
8Green
5Red
5Red
2Yellow
2Yellow
3Yellow
9Green
9Green 8
Green
9Green
6Red
4Red 5
Red
3Red
3Yellow
3Yellow
5Yellow
4Yellow
4Yellow
9Green
9Green 8
Green
9Green
9Green
3Red
3Red
2Red
2Red
2Red
2Yellow
5Yellow
11Green
8Green
2Red
2Red
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What’s wrong here?
5M10M15M20M25M30M35MPopulatio
Ken Benson – November 2013
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A better story? 0MCalifornia
TexasNew YorkFloridaIllinoisPennsylvaniaOhioGeorgiaMichiganNorth CarolinaNew JerseyVirginiaWashingtonMassachusettsArizonaIndianaTennesseeMissouriMarylandWisconsinMinnesotaColoradoAlabamaSouth CarolinaLouisianaKentuckyOregonOklahomaConnecticutIowaMississippiArkansasKansasUtahNevadaNew MexicoNebraskaWest VirginiaIdahoHawaiiMaineNew HampshireRhode IslandMontanaDelawareSouth DakotaAlaskaNorth DakotaVermontWyoming
11,544,225
12,875,255
26,059,20338,041,430
19,570,261
4,380,415
6,553,255
1,855,525
2,885,905
1,320,718
6,021,988
5,379,139
9,752,073
8,185,867
4,822,023
3,590,347
2,984,926
1,392,313
2,758,931
1,005,141
731,449
576,412
Pareto of State Population1
Sum of Population for each members.
Ken Benson – November 2013
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A Different Story
About Tableau maps: www.tableausoftware.com/mapdata
833,354South Dakota
699,628North Dakota
1,855,413West Virginia
2,085,538New Mexico
6,897,012Washington
38,041,430California
26,059,203Texas
19,570,261New York
19,317,568Florida
12,875,255Illinois
11,544,225Ohio
6,456,243Tennessee
2,984,926Mississippi
5,379,139Minnesota
3,814,820Oklahoma
5,726,398Wisconsin
5,187,582Colorado
4,601,893Louisiana
4,380,415Kentucky
3,899,353Oregon
9,919,945Georgia
3,074,186Iowa
9,883,360Michigan
2,949,131Arkansas
2,885,905Kansas
2,855,287Utah
2,758,931Nevada
1,855,525Nebraska
6,553,255Arizona
1,595,728Idaho
1,329,192Maine
1,005,141Montana
6,021,988Missouri
917,092Delaware
576,412Wyoming
Map of Population and DensityPopulation
576,41210,000,00020,000,00030,000,00038,041,430
1
Map based on Longitude (g lation and STATE. Details
Ken Benson – November 2013
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Too much data on one chart?
0K
Abbott Laboratories
AetnaAllstateAmazon.comAmerican ExpressAmerican International GroupAmerisourceBergenAppleArcher Daniels MidlandAT&TBank of America Corp.Berkshire HathawayBest BuyBoeingCardinal HealthCaterpillarChevronCHSCisco SystemsCitigroupCoca-ColaComcastConocoPhillipsCostco WholesaleCVS CaremarkDeereDellDelta Air LinesDow ChemicalDuPontEnterprise Products PartnersExpress Scripts HoldingExxon MobilFannie MaeFedExFord MotorFreddie MacGeneral DynamicsGeneral ElectricGeneral MotorsGoldman Sachs GroupGoogleHCA HoldingsHessHewlett-PackardHome DepotHoneywell InternationalHumanaIngram MicroIntelInternational Business Mach..INTL FCStoneJ.P. Morgan Chase & Co.Johnson & JohnsonJohnson ControlsKraft FoodsKrogerLiberty Mutual Insurance Gr..Lockheed MartinLowe'sMarathon PetroleumMcKessonMedco Health SolutionsMerckMetLifeMicrosoftMorgan StanleyMurphy OilNationwideNew York Life InsuranceNews Corp.OraclePepsiCoPfizerPhilip Morris InternationalPlains All American PipelineProcter & GamblePrudential FinancialSafewaySears HoldingsSprint NextelState Farm Insurance Cos.SunocoSupervaluSyscoTargetTIAA-CREFTyson FoodsUnited Continental HoldingsUnited Parcel ServiceUnited TechnologiesUnitedHealth GroupValero EnergyVerizon CommunicationsWal-Mart StoresWalgreenWalt DisneyWellPointWells FargoWorld Fuel Services
127,245
125,095
108,249
143,688
102,939
110,838
452,926
147,616
107,750
446,950
102,644
112,084
136,264
237,272
245,621
59,985
37,905
64,305
69,865
53,105
30,698
82,559
87,597
69,943
48,077
90,374
66,504
46,692
36,832
127,245
108,249
143,688
102,939
110,838
452,926
147,616
107,750
446,950
136,264
237,272
101,862
245,621
137,451
68,735
73,645
59,985
37,905
54,365
64,30545,765
69,865
30,698
82,559
69,94348,047
41,567
40,89387,597
71,730
88,262
36,832
35,622
38,851
DJ Top 100 Companies - Revenue & Profit-16,855
Sum of Revenues ($ millio ($ millions).
Ken Benson – November 2013
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How about DJ Top 25 by Profit? 0K
1
Exxon Mobil2Chevron3Apple4Microsoft5Ford Motor6J.P. Morgan Chase & Co.7American International Group8Wells Fargo9International Business Machin..10Wal-Mart Stores11General Electric12Intel13ConocoPhillips14Procter & Gamble15Citigroup16Berkshire Hathaway17Pfizer18Google19Johnson & Johnson20General Motors21Philip Morris International22Coca-Cola23Oracle24Hewlett-Packard25MetLife
DJ Top25 by ProfitSum of Revenues ($ millions) and sum of Profits ($ millions) for each DJ Top 25 by Profit broken down by Rank by Profits.
Ken Benson – November 2013
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Tree Map as a solution
MetLife
Profit Ranking:25Revenue:70641Profit: 6,981
Oracle
Profit Ranking: 23Revenue: 35622Profit: 8,547
Coca-Cola
Profit Ranking: 22Revenue: 46542Profit: 8,572
Philip Morris InternationalProfit Ranking: 21Revenue: 31097Profit: 8,591
GeneralMotors
Profit Ranking:20Revenue:150276Profit: 9,190
Johnson &Johnson
Profit Ranking:19Revenue:65030Profit: 9,672
GoogleProfit Ranking:18Revenue:37905Profit: 9,737
Pfizer
Profit Ranking: 17Revenue: 67932Profit: 10,009
Berkshire HathawayProfit Ranking: 16Revenue: 143688Profit: 10,254
CitigroupProfit Ranking: 15Revenue: 102939Profit: 11,067
Procter & Gamble
Profit Ranking: 14Revenue: 82559Profit: 11,797
ConocoPhillipsProfit Ranking:13Revenue:237272Profit: 12,436
Intel
Profit Ranking:12Revenue: 53999Profit: 12,942
General Electric
Profit Ranking: 11Revenue: 147616Profit: 14,151
Wal-Mart Stores
Profit Ranking: 10Revenue: 446950Profit: 15,699
International Business Machines
Profit Ranking: 9Revenue: 106916Profit: 15,855
Wells FargoProfit Ranking: 8Revenue: 87597Profit: 15,869
American International GroupProfit Ranking: 7Revenue: 71730Profit: 17,798
J.P. Morgan Chase & Co.Profit Ranking: 6Revenue: 110838Profit: 18,976
Ford Motor
Profit Ranking: 5Revenue: 136264Profit: 20,213
Microsoft
Profit Ranking: 4Revenue: 69943Profit: 23,150
AppleProfit Ranking: 3Revenue: 108249Profit: 25,922
Chevron
Profit Ranking: 2Revenue: 245621Profit: 26,895
Exxon Mobil
Profit Ranking: 1Revenue: 452926Profit: 41,060
DJ Top25 by Profit6,981
DJ Top 25 by Profit, Rank lions). The marks are labe
Ken Benson – November 2013
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Take Care / Avoid
Scrolling Representations
Scrunched Graphs
Too Many Colors
Too Many Fonts
Overwhelming Label Size
Large Tables
Too Many Labels
Pie Charts – Too Many Slices
Incorrect Orientation
Tableau Visualization Guidebook, Tableau Software (2010)
Ken Benson – November 2013
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Deliver Results Report Medium
Hard Copy
Soft Copy
Presentation
Face-to-Face Meeting
On-Line Meeting
Dashboard
Store with Data
Secure
Backup
Ken Benson – November 2013
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Feedback & Lessons Learned Informal
Meeting
Corridor, Lunch Room, etc.
Formal
E-mails
Interviews
Questionnaires
Lessons Learned
Periodically
Repeat, Change, Don’t Do Again
Ken Benson – November 2013
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Process Updates
Collect Information
Informal
Formal
Lessons Learned
Determine Improvements
Prioritize
Pilot, if needed
Demonstrated Improvements
Include as Process Updates
Ken Benson – November 2013
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Bibliography
Abilla, P. ((July 31, 2010). PDCA and DMAIC Comparison: Similarities and Differences - Shmula. Retrieved September 14, 2013from http://www.shmula.com/lean-and-six-sigma-pdca-and-dmaic-comparison/3179/
Albaba, M. (July 10, 2012). PDCA Cycle. Retrieved September 14, 2013 from http://mohammadalbaba.wordpress.com/tag/software-development-life-cycle/
CollabNet. (n.d.). What Gets Measured, Gets Done, How the Right Measures Drive Engineering. Retrieved August 11, 2013 from http://visit.collab.net/wp-what_gets_measured_get_done.html
Chrissis, M. B., Konrad, M., Shrum, S. (2011). CMMI for Development, Guidelines for Process Integration and Process Improvement, Third Edition. Boston, MA: Pearson Education, Inc.
Few, S. (2012). Show Me the Numbers, Designing Tables and Graphs to Enlighten. (2012). Burlingame, CA: Analytics Press
Ken Benson – November 2013
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Bibliography (Cont) Gartner. (February 5, 2013). Magic Quadrant for Business Intelligence and Analytics Platforms. Retrieved September 8, 2013 from http://www.google.com/url?sa=t&rct=j&q=&esrc=s&frm=1&source=web&cd=6&cad=rja&ved=0CGEQFjAF&url=http%3A%2F%2Fdownload.microsoft.com%2Fdownload%2FD%2FD%2F9%2FDD94631B-7B68-4F23-870C-C3965FAA222D%2F2013_gartner_magic_qaudrant_for_bi_and_analytics.pdf&ei=7Sc1UpHKDIWr2QWO3ICoBQ&usg=AFQjCNFLB-LoK_jY5Yho_m07EumKzI04oA
Hardin, M., Horn, D., Perez, R. & Williams, L. (January 2012). Which Chart or Graph is right for You. Retrieved April 17, 2013 from www.tableausoftware.com/learn/whitepapers/which-chart-or-graph-is-right-for-you
ISM-Journal. (January 23, 2007). Chapter 16, Introduction to the Traditional SDLC. Retrieved September 14, 2013 from http://www.ism-journal.com/ITToday/AU4426_C016.pdf
Larman, C. (2006). Applying UML and Patterns, An Introduction to Object-Oriented Analysis and Design and Iterative Development, Third Edition. Boston, MA: Pearson Education, Inc.
Ken Benson – November 2013
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Bibliography (Cont) Lenarz, A. J. (February 2001). PDCA (Plan Do Check Act) vs. DMAIC (Define Measure Analyze Improve Control). Retrieved September 14, 2013 from http://elsmar.com/Forums/showthread.php?t=3653
McDaniel, S. & McDaniel, E. (2009-2010). Rapid Graphs with Tableau Software 7, Create Intuitive Actionable Insights in Just 15 Days. Seattle, WA: Freakalytics, LLC
McGarry, J., Card, D., Jones, C., etal. (2002). Practical Software Measurement, Objective Information for Decision Makers. Boston, MA: Pearson Education, Inc.
Quality Digest. (n.d.). mytestingguide, DMAIC. Retrieved September 14, 2013 from http://mytestingguide.wordpress.com/dmaic/
Tableau Software. (2010).Tableau Visual Guidebook. Retrieved April 17, 2013 from http://www.tableausoftware.com/visual-guidebook-info-aesthetics.
Tague’s, N. R. (2004). The Quality Toolbox, Second Edition, excerpted from pages 390-392. Milwaukee, WI: ASQ Quality Press. Retrieved September 14, 2013 from http://asq.org/learn-about-quality/project-planning-tools/overview/pdca-cycle.html
Ken Benson – November 2013
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Questions??
Contact Ken Benson
M (501) 247-1839 [email protected]
Ken Benson – November 2013