ELUNA 2015 Data Visualization

Data VisualizationAnalyzing your library data

ELUNA 2015 MinneapolisMichael Cummings, GWU

ELUNA

ELUNA 2015 Minneapolis Data Visualization: Analyzing your library data2

Agenda

Data visualization goals

Access: Crosstab query

Tableau Software

Extract, transform, load (ETL)

Excel: Filters, Pivot table & chart


Data Visualization Goals

Task: Searching for significant facts Goal: Discovery

Task: Examining and making sense of data Goal: Understanding

Task: Conveying information to others Goal: Informed Decisions

“Why do we visualize quantitative data?” by Stephen Few http://www.perceptualedge.com/blog/?p=1897


Extract, transform, load (ETL)

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Extract, Transform, Load


• Open Interface Web Services API

• Canned Access Reports

• Global Data Change

(Voyager)

Extract, Transform, Load: tools


• SQL*Plus - delimited text file - xml data file

• Linux Shell scripts automation

<XML> XSLT • XML / XSLT stylesheet transform



• Access - Crosstab query

• Excel - Pivot Table - Pivot Chart - Functions - Sort & filter

• Google Refine

• CGI / Perl

• OAI / PMH

• curl, z39.50,JSON, Python, and more

…



Extract, Transform, Load: examples

• How to use:• Access crosstab query• Excel sort and filter• Excel Pivot table and Pivot chart• Tableau Public

Download this supplemental file whichincludes:

• Sample Access Report• SQL*Plus query to output XML data• Sample XSLT stylesheet to transform

XML data• OAI / PMH syntax and sample query• curl syntax and sample query• JSON sample text, screen shot of a

custom catalog built with Django & Python


Access: Crosstab query

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Access

Standard query

Results: Each Fiscal Period is a row


Access Crosstab query: Configuration

Crosstab Row Heading = BIB_INDEX.DISPLAY_HEADING Crosstab Column Heading = FUNDLEDGER_VW.FISCAL_PERIOD_NAME Crosstab Value = Expression ‘Fund Amount’ as Sum(CCur([AMOUNT]/100))

Crosstab query

What’s different:


Access Crosstab query: Results

The crosstab query output shows the year by year expenditure for each ISSN.

The highlighted row for number 0217-7323 is the same dataset from the standard query, except the values are shown in columns labelled by fiscal year.

Crosstab query results


Excel: Sort & Filter

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Excel Sort & Filter


Excel: Pivot Table

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• Select all rows, columns • Select the Insert tab

• Select Pivot Table

• Choose new worksheet

Excel Pivot Table: Selection


Excel Pivot Table: Step 1

Step 1. Select field(s)


Excel Pivot Table: Steps 2 and 3

ISSN

FY

Step 2. Place field(s)

Amount Value field setting: Sum

Number format Currency

Step 3. Configure value


Excel Pivot Table: 2010-2014

• Changed label from Amount to Expenses (cell A3)• Filtered the FY / fiscal year to 2010 through 2014 (cell B3)

ISSN

FY


Excel Pivot Table: 2009-2015 with conditional formatting

To create a conditional format:

• Go to the Design tab on the menu and choose a design theme • Go to the Home tab on the menu, choose a Conditional formatting color

theme


Excel: Pivot chart

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Excel Pivot Chart: Step 1


Excel Pivot Chart: Step 2


Excel Pivot Chart


Excel Pivot Chart: Legend and Filters


Excel Pivot Chart: filter applied


Tableau

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Tableau


Tableau: Create Tableau Public Account

Introductory Video

https://vimeo.com/121197897


Tableau: Resources. Download the application


Tableau: Open data file


Tableau: Worksheet configuration

Drop field here

Drop field here

Dro

p fie

ld h

ere


Tableau: Rows and Columns Selected


Tableau “Show Me” wizard

• Tableau’s “Show Me” wizard is programmed to recognize the available dimensions and measures, and to guide the user to select an option.

• You can reposition the floating Show Me widget, or dock it on the menu.

• Click on one of the thumbnails that represent a type of visualization. Tableau will fill-in the values.

Several variations generated by the Show Me wizard are shown on the following slides.


Tableau: Basic pivot table


Tableau: Color scaled pivot table


Tableau: Stacked bar chart


Tableau: Add a filter


Tableau: Visualization hosted on Tableau Public


Tableau: multiple value filter


Tableau: Download


Tableau: Share


Tableau: Embedded on a web page


Contact

Michael Cummings Library Systems Coordinator Scholarly Technology Group The George Washington University

[email protected] (202) 994-4806 (202) 507-2675 mobile

Slideshare: http://www.slideshare.net/cummingsdc

github: https://github.com/cummingsm

ELUNA: http://documents.el-una.org/view/creators/Cummings=3AMichael=3A=3A.html

Data & Analytics

ELUNA 2015 Data Visualization