Seven tricks for better data storytelling with Tableau

WebinarDecember 2021

No matter how deep and robust your data platforms and your analyses are, if you can’t design effective, insightful charts that monitor or inform, your investment is wasted. Design thinking is an underrated but absolutely necessary skill for modern teams.

In this webinar, in partnership with Tableau, Andy Cotgreave, Senior Technical Evangelist at Tableau, will share theories and principles from the world of design and explain how you, or your teams, should be applying them to data displays and how to craft better data stories with Tableau.

Summary

Data storytelling goes beyond just presenting data; it's about communicating insights effectively to persuade and drive change. Andy Cotgreave, a renowned expert in data visualization, emphasizes the importance of design thinking in data storytelling. He highlights the significance of visual analytics, explaining how visual perception can quickly convey insights that might be missed through statistical analysis alone. He introduces the concept of pre-attentive attributes—visual cues our brains process instantly—and stresses their role in creating effective data stories. Cotgreave also discusses how the framing of data can influence perception, using evocative design elements to communicate specific narratives. Furthermore, he explores the balance between flexibility and usability in dashboard design, advocating for simplicity to facilitate decision-making. Throughout the webinar, Cotgreave shares practical insights and guidelines for creating engaging and informative visualizations, drawing from his extensive experience and research in the field.

Key Takeaways:

Design thinking is fundamental in data storytelling to communicate insights effectively.
Pre-attentive attributes assist in quickly conveying visual information.
Framing and design can significantly influence the perception of data.
The balance between flexibility and usability is vital for effective dashboards.
Visual analytics can reveal insights that statistical analysis might overlook.

Deep Dives

Design Thinking in Data Storytelling

Design thinking is a critical component of effective data storytelling. Andy Cotgreave argu ...
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es that while engineering and data preparation are foundational, the true purpose of data in organizations is to communicate discoveries and drive change. He notes, "If you are not using data for those reasons, why are you using data?" Design skills are vital for analysts, as they transform raw data into stories that engage and persuade audiences. Cotgreave illustrates this with an example of a poorly designed dashboard that, despite fulfilling technical requirements, fails to communicate insights effectively. He emphasizes the role of design in creating pleasurable experiences for users, drawing from Don Norman's seminal work on design.

The Role of Pre-attentive Attributes

Cotgreave introduces the concept of pre-attentive attributes—visual features our brains process before we consciously analyze them. These include position, color, and length, which are vital in visual storytelling. For instance, changing the position or color of elements in a chart can significantly alter the viewer's perception and understanding. Cotgreave highlights the importance of using these attributes effectively, noting that while some are better for accurate encoding, others may be less precise. He argues that understanding these attributes allows storytellers to guide viewers' attention and communicate data more effectively.

Framing and Perception in Data Visualization

The framing of data can evoke different responses from audiences. Cotgreave shares a powerful example of a chart depicting deaths in Iraq, designed to look like blood dripping down a page. This visual choice, driven by data, creates a visceral response, emphasizing the human cost of conflict. By altering the orientation and color of the bars, Cotgreave demonstrates how the same data can tell a different story, focusing on the decline in deaths. This illustrates the power of design in influencing perception, an important consideration for data analysts aiming to persuade or inform their audiences.

Balancing Flexibility and Usability in Dashboards

Effective dashboard design requires a balance between flexibility and usability. Cotgreave discusses the flexibility-usability tradeoff, illustrating how adding too many features can make a dashboard cumbersome and less effective. He advises keeping dashboards simple to start with, adding complexity only as users become more familiar. This approach ensures that dashboards remain accessible while providing advanced users with the flexibility they need. Cotgreave's insights into dashboard design highlight the importance of user-centric design in data storytelling, ensuring that insights are not lost in overly complex interfaces.