What do they do? Why do we need them? Adding to the ‘toolbox’
Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need....
Transcript of Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need....
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Do Your Data Visualizations Need a Makeover?
Meagan Longoria
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My Data Viz Journey
Meagan Longoria
Consultant, Denny Cherry & Associates
Microsoft Data Platform MVP
DataSavvy.Me
@mmarie
Business Systems
Analyst -
Finance
Business Systems
Analyst Sales
BI Dev -
Marketing
BI
Dev/Consultant
Excel SSRS, Excel SSRS, Excel Power BI, SSRS
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You are
interviewing
candidates for an
open business
analyst position and
this guy shows up.
What are you
thinking?
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His outfit might be distracting from his message.
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What Not To Wear: Data Viz Edition
Participants begin worried
they will look boring, but
recognize deeper issues and
leave knowing how to convey the right message.
Photo by Phil Plait CC-By-SA
My goal for your data viz
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Two Types of Analysis Facilitated By
Data Visualization
Exploratory (sense-making)
Explanatory (communication)
This is what you do when
you share a Power BI report
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Miscommunication is human. It happens a lot.
Data visualization is communication.
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Data visualization is a skill. Most practitioners aren’t trained. Neither are our users.
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Bad data visualization is like a joke that falls flat.
You get one of three reactions:
BoredomConfusionDisgust
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The Reaction We Want
Is Interest
Or
Positive Engagement
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Why Do We Fail?
1. Our definition of
success is wrong
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Why Do We Fail?
2. We don’t
structure and
order our
information
purposefully
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Why Do We Fail?
3. We fail to
consider how we
interpret visual
design
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Defining Success
In Data
Visualization
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Data Visualization
Any effort to help people understand the
significance of data by placing it in a visual context
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Success Means
Not just understanding the data, but understanding
its significance
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In Other Words
Tell your intended
audience what they
need to know
efficiently and effectively
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Help your
audience make
a decision or
take action
Ultimately
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Not Your Goal #1
Show how many different chart types you can use
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Novelty Over Clarity
https://twitter.com/hnrklndbrg/status/886181647003119616
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Not Your Goal #2
Show off how many reporting features you can use
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Look What I Can Do!
https://www.idashboards.com/dashboard-examples/healthcare-dashboards-doctors-scorecard/
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Not Your Goal #3
Make shiny things
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Pretty, Useless Shapes
https://flowingdata.com/2012/01/10/pie-step-comment-bubble-3d-
thing/
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Not Your Goal #4
Display ALL of the data
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No Data Point Left Behind
https://www.geekwire.com/2016/payscale-ratings-rank-spacex-tesla-low-salary-high-meaningfulness/
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Purposeful Structure
and Order
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My MomLovely, kind… horrible storyteller
Gets stuck on unimportant details
Starts a story and then doesn’t
finish it
Don’t let your data viz be like my
mom
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Storytelling
“Massage” data to make it more interesting
Show visuals one at a timePurposeful structure and order on the page
Helpful navigation paths
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Purposeful Order – Possible Option
Question #1 Important Context Question #2
Question #3 Important Context Important Context
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Data Visualization Requires Empathy
Everyone is busy.
People want to go home, or they want to accomplish more at work.Help them do that by giving them what they need.
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Challenge
How do I tell a story that keeps my users engaged?
Sometimes you can’t delight, but you can still be efficient.
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Tip
Whiteboarding and
WYSIWYG editors
help get a good flow.
You don’t feel as committed to keeping a
visual when it’s easy to make and change.
Power BI is good for this!
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Have The Right Inputs
If you don’t give me the right data, I’m not going to care.
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Go all the way
If you give me the data but don't tell me the full story, you are missing the last yard.
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Understanding How
We Interpret Visual
Design
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Visual Design
Color Shape Layout
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Common and
Fixable
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Issue #1: Lack of Alignment
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Issue #2: Diagonal Chart Labels
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Issue #3: Bold chart title background with low-intensity chart colors
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Issue #4: Too many data labels
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Issue #5: Non-strategic Use of Color Contrast
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Issue #6: Overuse of Chart Borders
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Issue #7: Bar charts with axis that doesn’t start at 0
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Issue #8: Too many charts on a page
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Your Turn
What would you add to the list of common mistakes?
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Data Viz Concepts
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Cognitive Load
Information requires brain power
Brain power (aka working memory) is limited
Be intentional about the information you present
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Visual properties we notice without conscious effort within ~200 ms of exposure
ColorFormSpacial PositioningMovement
Preattentive Attributes
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Our brains simplify objects so we see the whole or outline before we see all the components
We like things to be: SimpleSymmetricalOrderlyRegular
Gestalt Principles
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Your Data Viz Needs a Makeover If…
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Cognitive Load
✓ Charts are off message✓ Too much jargon, lack of supplemental information to explain
terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
✓ My dog is really cute✓ Too much jargon, lack of supplemental information to
explain terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis
labels + data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
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Cognitive Load
✓ Charts are off message✓ Too much jargon, lack of supplemental information to
explain terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
✓ Charts are off message✓ TMJ, NMI✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
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Cognitive Load
✓ Charts are off message✓ Too much jargon, lack of supplemental information to explain
terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
✓ Charts are off message✓ Too much jargon, lack of supplemental information to explain
terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
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Cognitive Load
✓ Charts are off message✓ Too much jargon, lack of supplemental information to explain
terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
✓ Charts are off message✓ Too much jargon, lack of supplemental information to explain
terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information that is repeated within a chart
without reason✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
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Cognitive Load
✓ Charts are off message✓ Too much jargon, lack of supplemental information to explain
terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages (slicer bank in
different places, different use of bookmarks)
✓ Charts are off message✓ Too much jargon, lack of supplemental information to
explain terminology or data gathering techniques✓ Super intense colors everywhere✓ Redundant information within a chart (gridlines + axis labels
+ data labels)✓ Inconsistent design across report pages
![Page 58: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/58.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
![Page 59: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/59.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
![Page 60: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/60.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
![Page 61: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/61.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
![Page 62: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/62.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0
✓Misaligned visuals on a page
✓ Dark titles or title backgrounds that are more prominent than the rest of the chart
✓ Dark, intense borders
![Page 63: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/63.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Dark titles or title backgrounds that are more prominent than the rest of the chart
✓ Dark, intense borders
![Page 64: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/64.jpg)
Preattentive Attributes
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
✓ Bright colors on information that doesn't require attention✓ Using multiple colors without purpose✓ Rotated axis labels✓ Bar charts that don't start at 0✓ Misaligned visuals on a page✓ Dark titles or title backgrounds that are more prominent than
the rest of the chart✓ Dark, intense borders
![Page 65: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/65.jpg)
Gestalt Principles
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing between charts on a page without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
✓ ordered Poorly bars bar chart in a✓ Uneven spacing between charts on a page without
purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
![Page 66: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/66.jpg)
Gestalt Principles
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing between charts on a page without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing betweencharts onapage without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
![Page 67: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/67.jpg)
Gestalt Principles
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing between charts on a page without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing between charts on a page without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
![Page 68: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/68.jpg)
Gestalt Principles
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing between charts on a page without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
✓ Poorly ordered bars in a bar chart ✓ Uneven spacing between charts on a page without purpose✓ Using multiple colors without purpose✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements
![Page 69: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/69.jpg)
Gestalt Principles
✓ Reusing multiple colors for different purposes✓ Background colors that stand out more than the chart
elements✓ Background colors that stand out more than the chart
elements
![Page 70: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/70.jpg)
Squint Test
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
![Page 71: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/71.jpg)
Squint Test
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
✓ Background or border elements that unintentionally drawmore attention than more important data elements
✓ The most eye-catching element on your report page is not an important element
✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
![Page 72: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/72.jpg)
Squint Test
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
![Page 73: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/73.jpg)
Squint Test
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ appropriate order Charts not in an report page on the✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
![Page 74: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/74.jpg)
Squint Test
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closer to each other have some type of relationship
✓ Foreground elements not standing out against background ✓ Background or border elements that unintentionally draw
more attention than more important data elements✓ The most eye-catching element on your report page is not an
important element✓ Charts not in an appropriate order on the report page✓ Elements not spaced appropriately so that objects that are
closertoeachother have some type of relationship
![Page 75: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/75.jpg)
Get the Power BI Visualization Usability Checklist:
https://datasavvy.me/pbi-data-viz-checklist/
![Page 76: Do Your Data Visualizations Need a Makeover?...Help them do that by giving them what they need. Challenge How do I tell a story that keeps my users engaged? Sometimes you can’t delight,](https://reader033.fdocuments.in/reader033/viewer/2022043020/5f3c32135a1a594d7919f54f/html5/thumbnails/76.jpg)
Most data viz blunders are due to lack of focus on your intended audience
This report design would be GREAT if it weren’t for
the users!
Art by Kendra Little