October 30, 2014

The Hubspot Writers Guide - Stop with all of the excuses!

I don't remember how I ended up on Hubspot's email list, but I'm certainly glad I did. Just about every week I receive an email from them with content that interests me. Today, I received a link to this great guide written by Corey Eridon and fantastically designed and edited by Shannon Johnson:

Given that I love writing, yet I often struggle with how to communicate clearly, I downloaded the guide and read through it. I was blown away by the fantastic advice and wanted to pay it forward to you all. If you write a blog, a book or have any interesting in writing at all, you should read this.

Enjoy!

October 29, 2014

Plot.ly - A simple interface for creating great looking charts in d3

Yesterday I had the pleasure of meeting Matt Sundquist, Co-Founder and COO of plot.ly. Plotly is a really interesting new data viz product that allows you to quickly build charts directly in your browser. It's built on top of d3, so it has tons of styling capabilities. If you're looking to build charts with d3, but don't want to do much, if any, coding, then you should definitely check it out. They have a free version.

What is Plotly? The folks at import.io have a great summary:
Plotly is a young graphing and analytics startup, which makes it easy to analyze and visualize data together. Using Plot.ly, users can import data from anywhere, then make and share online graphs using Python, MATLAB, R, Excel, Julia, and their web app. Users can also share work and collaborate on projects.
The Plotly API enables users to analyze and visualize data in one place, and forms an important step in building the infrastructure for data science to be further democratized. Their goal is to be an awesome platform for collaboratively analyzing data and making graphs. 
From the Plotly website, in the workspace area (think of this as a worksheet in Tableau):
Easily make graphs with your data in the workspace. Import data from Google Drive or upload Excel or text files. You can apply fits, stats, and functions to your data.  
Every element of a Plotly graph is customizable. Change the colors, annotate, write LaTeX, toggle graph ticks, and much more. It's up to you!
The best way to get familiar with any new product is to start using it. Since I had just publish a parallel coordinates plot in Tableau yesterday, I thought I would use the same dataset and see how long it takes to build something similar in Plotly. I was pleasantly surprised by the simplicity and intuitiveness of the interface. It took me about 30 minutes to build this view, but a lot of that time was spent tweaking the settings to get them just right, which I'm perfectly ok with given the very detailed control I have over the final display.

Plotly doesn't currently support things like filtering and parameters yet, but for a first pass through, I really like it and will definitely be using it more often going forward. So, here's my first plot.ly viz (be sure to hover over dots to see their awesome interactivity):

October 28, 2014

My first experience with import.io and Tableau

Remember when you first found Tableau and realized you would never use Excel to create charts again? Well, I had a similar eureka moment last Thursday when I sat in on a great webinar by import.io hosted by Alex Gimson - Build Grow Scale: Getting started with import.io. The difference here is that I will no longer need to copy/paste from webpages; import.io will do all of the work for me!!

During the webinar, Alex revealed that he was a huge Arsenal fan (as am I), and I wanted to find a simple project to become more familiar with the tool. My basic idea was:
  1. Use the import.io Extractor to download the Premier League table from ESPNFC for every season since 2002
  2. Create a visualization in Tableau
  3. Allow the people interacting with the viz to highlight their favorite team
  4. Make Alex happy!
During the webinar, Alex went through a simple Extractor example. Here's a screenshot of the extractor that I built (click on the image to make it larger):


Get the import.io dataset here. Overall, the process was super simple. All I had to do was paste the URL in the box on the left, then add a URL for each season. From there, I clicked on the Download button on the upper right to download it into Excel. I did a bit of cleanup in Excel to make it Tableau-ready.  Download the Excel data here.

Before import.io, this would be a painful process of navigating to each webpage, copying the table, pasting it in Excel and repeating for each season. Using import.io, I completed the whole process, including cleaning up the data, in under 5 minutes.  The import.io portion of the process took about 2 minutes.

From there, I built this simple viz in Tableau. It took about 30 minutes to build this in Tableau, but I had already sketched out on paper what I wanted to create. I waited until match week 9 completed to publish this viz because I wanted to test how easy it is to refresh the data in the Extractor. It was super simple!


I would highly recommend using import.io. I'm going to continue to look to use it whenever I need to crawl webpages for data.

Download the Tableau workbook here.

October 27, 2014

Monday Makeover: The odds of dying from select causes in the USA

Peter Gilks of Paint By Numbers sent me this viz last week for a Monday Makeover.

At first, I thought Peter was trolling me, because this is just so, so bad. My initial thoughts:

  1. Why is there an "any cause" box? We're all going to die so of course the ratio is 1:1.
  2. There are two causes with 1 in 7 odds, yet the boxes are different sizes.
  3. Americans have a 1in 28 chance of dying from Chronic lower respiratory disease, yet that box isn't 1/4 the size of the 1 in 7 boxes.
It only gets worse from there. I would have made this much simpler with a bar chart. Yes, it's boring, but it's more effective.


Download the data here and the Tableau workbook here.

October 24, 2014

Tableau Tip: Blending data sets that have different max dates

Fun little problem at work today. Imagine you have four data sources that all have a Date field in common, but they all land in your database at different times. You want a view of the data for the latest date that they all have in common.

Here's a sample of data the represents the situation:

            

Inside Tableau, these are four different data sources.  I blend them all together onto a single worksheet like this:


What I desire is to only show the data for the latest date that all four data sources have in common, 10/17/2014 in this example. While there might be a more efficient way to perform these calculations, I want to share the approach that I took to solve the problem.

First, I created a calculated field in each data source to get the max date. Note that I've set the table calculation to calculate along Date.


I then added each of these calculations to the view to make sure I was getting the results I wanted.


Sweet! This is exactly what I was hoping for. Next I need to determine which one of these four dates is the minimum and then return the date from that data source. This is the calc I created and it's kinda messy, but it works. Note this I set the calc to compute along Date.


This calc returns 10/17/2014, which is exactly what I was expecting. One more step. I need to create a calculated field to use as a filter in my view so that I only see one row.


I add this to the Filters shelf, set the Compute using to Date and choose True. That's it!


If anyone knows a more efficient way to do this, I'm all ears! Download the workbook here.

October 23, 2014

Facebook Jeopardy: My extract has been failing for the last 3 days and I just noticed

Alex, I'll take Tipping The Scale for $200 please. The answer is:
My extract has been failing for the last 3 days and I just noticed
Anyone that uses Tableau Server can benefit from this hack. Our admin team created this awesome tool that monitors the extract refreshes on Server and sends us notifications once extracts complete or fail. Imagine a life where you have trigger kicking off your extracts and you have a service that monitors your extracts; that's what we have and it freaking awesome!

While we cannot share the code for this (it's built on our internal code stack anyway), the idea and the implementation is quite simple. A couple weeks ago, I was at Tableau HQ and did a deeper dive into this for them; here's to hoping they add this into Server as a standard feature.
Here's the demo of the hack from #DATA14 (the hack starts at 10:22 if it doesn't start there automatically):




October 20, 2014

Monday Makeover: Causes of Death in the USA

Today, Tableau's Viz of the Day team chose this visualization from John Schoen of CNBC.  Click on the image to go to the interactive version.


One of my frustrations with Viz of the Day, as I've noted on both of my appearances on the Tableau Wannabe Podcast, is that I suspect people look at these as examples of visualizations done well, even though that's not the true intent. Yes, I'm saying that anecdotally, but I base this off of a few conversations I've had with people about it.

In today's viz, there are an abundance of issues.  Here are a few:
  1. The filled map makes it impossible to see the smaller states. In fact, it's nearly impossible to trigger the action when hovering over Rhode Island. Filled maps can easily skew the data towards the larger states, so a bubble map is preferred.
  2. The temperature diverging color palette for the map is not color-blind friendly. 
  3. The colors on the map and on the packaged bubbles are too similar.  Green on the map means a low rate, while green on the bubbles means cancer.
  4. The stacked bar chart in the middle adds no value. When you hover over a state, the packed bubbles changes, so what value is the stacked bar chart adding.
  5. Packed bubbles are a very poor way to communicate ranking. A sorted bar chart is better. 
Given these problems, I decided to give it a quick makeover today. I stayed within my one hour time limit that I generally set for these makeovers, so I realize there is probably more I could have done.

In my one hour, I attempted to address all of the issues I pointed out above.

  1. I changed the map to a bubble map. Now it's easier to see all states because I've also sized the states by the number of deaths for additional context.
  2. I'm using a blue-red color palette consistently throughout to represent the death rate.
  3. I removed the individual colors for the diseases and colored them by the death rate instead.
  4. I killed the stacked bar chart. I also included an action from the bar chart to the map (in addition to the existing map to bar chart action).
  5. I changed the packed bubbles to a ranked bar chart.
Simple changes that take very little time can often make for a much more pleasing visualization.

What else would you have done? Download the workbook here and give it a shot.

October 17, 2014

Facebook Jeopardy: Create a Single Sheet Waterfall Chart in Tableau

Alex, I'll take No Assembly Required for $200 please. The answer is:
I want to build a waterfall chart, but it's taking 9 minutes for my 37 sheet dashboard to render. 
Waterfall charts are a great way to show system or process flow, but the typical method to do this in Tableau requires you to create lots of sheets and then strategically place them on a dashboard. Jonathan Wehrer on our team created a way to shape his data using the scaffolding technique that Joe Mako talks about often to come up with a method for viewing an entire waterfall chart in a single worksheet.

Here's the demo of the hack from #DATA14 (the hack starts at 17:14 if it doesn't start there automatically):


The final viz looks like this:


Download the Tableau workbook here.

October 15, 2014

Tableau Wannabe Podcast: Episode 10 - Viz of the Day, Arsenal & Willard Brinton

Thank you Matt Francis and Emily Kund for inviting me back to the amazing Tableau Wannabe Podcast! You can download the podcast on iTunes and on SoundCloud or listen to it below. I learned a ton from their feedback!

This week, Matt, Emily and I:
  1. Reviewed the Maharashtra Election dashboard from Viz of the Day
  2. Conducted a live discussion and made updates to my Arsenal Injury Crisis viz
  3. Discussed Andy Cotgreave's amazing talk from #DATA14 - 100 Years of Visualization Best Practices—It's Time to Stop Making the Same Mistakes

October 13, 2014

Facebook Jeopardy: Maintain Context by Creating Pop-up Charts in Tableau

Alex, I'll take No Assembly Required for $100 please. The answer is:
I like drilling down, but I hate losing context by switching tabs. 
One of our internal dashboarding tools is really good at pop-up charts, so Rob Koste on our team came up with this nifty trick for creating pop-up charts in Tableau. In the end, it's pretty simple:
  1. Create a dashboard
  2. Create a worksheet that you want to "pop-up"
  3. Add this worksheet to the dashboard as a floating object
  4. Create an action to trigger this worksheet to display. The action should exclude all value in order to hide the sheet when the action is deselected.
Here's the demo of the hack from #DATA14 (the hack starts at 14:32 if it doesn't start there automatically):



Give it a whirl in the viz below. Click on a Customer Segment on the upper right chart and see the pop-up in action.

Download the Tableau workbook here.