Story Point Training - Tableau User Group - October 2014

Twin Cities | October 7, 2014Tableau User Group

Target  Headquarters  

IT’S ALL ABOUT THE STORY Twin Cities Tableau User Group

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Story Telling Best Practices - Simplicity - Clarity - Efficiency

Discuss Audience, Layout, Color, Charts and Graphs

Introduction

Introduction to Story Points: Hands on Training with Sales data Show a Polished Baseball Ticket Sales Story Point

Questions and Discussion

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Introduction

Tricia Duncan Analytics Consultant tricia.duncan@relationshipone.com Direct Line: 763.515.4949

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Story Telling Best Practices    Dashboards  that  Persuade,  Inform,  and  Engage  Will…    

§  Be easy to read and understand

§  Create actionable insight (moral of the story) §  Keep in mind if a data visual won’t change how you or

your company behaves, it’s a bad visual. 

§  Be more likely to be reused

§  Answer your question within seconds and not a second glance

§  Reflect the truth in the data  

K.I.S.S. Keep it Simple, Stupid.  

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Story Telling Best Practices 1. Simplicity •  Understood at a glance •  Think about a Rubik’s Cube

2. Clarity •  Harmony and balance

3. Efficiency •  Minimal complexity •  Maximum ease of use

Story  Telling  in  AcEon  

Story  Telling  in  AcEon  “Thank  you,  Chicago….we  love  you!”  1. Know your Audience

2. Think through your Layout 3. Choose an appropriate Color palette 4. Know Graph and Chart best practices  

Audience  Know your Audience

-  What does your audience need to know?

-  What do they need to do?

-  How can you make the data you want to share meaningful and memorable?

Layout  “OrganizaEon  of  data  is  one  of  the  most  overlooked  pieces  of  designing  a  dashboard.    A  dashboard  with  thoughQul  organizaEon  and  the  right  graphical  views  will  create  a  channel  of  clear  and  rapid  data  discovery.”      

                         -­‐  Jon  Dugger  (2014)  

Color  

DO  THIS  

NOT  THIS  

Color  1.  Do not distract from the data

2.  Use a neutral color palette

3.  Use a limited color palette - No more than 5

4.  Minimize the labor for the end user

Charts  and  Graphs  

IntroducEon  to  Story  Point  Don’t make your audience wait for it.

Don’t make your audience work for it

Let’s Build a Story Point

QuesEons  and  Discussion