Machines don't fight wars. Terrain doesn't fight wars. Humans fight wars. You must get into the mind of humans. That's where the battles are won.
- COL John R. Boyd
Data Visualization, Discovery and Visual Analytics – Tools, CoE
by Ravi Kalakota
There are many different ways of telling a story. Data visualization is the use of abstract, non-representational pictures to show numbers by means of the combined use of images, diagrams, animations, points, lines, a coordinate system, numbers, symbols, shading, words, and color-coding. Visualization today has ever-expanding applications in business, science, education, engineering (e.g., product visualization).
A big complaint from business users…. BI platforms and big data today increasingly suffer from poor visualization. Lots of tools, new technology and data but insights are hard to visualize from the background data noise. It’s interesting how in almost every meeting I am in, Data Visualization (and Improving User Experience at even reports/dashboard level), is coming up as key business initiative. There is a growing demand to enable everyday business users to answer questions with ease (self-service visualization).
Data Visualization initiatives tend to have four basic objectives:
Exploration of the content of a data set (e.g., location-based visualization in mobile applications that helps users complete tasks more instinctively, such as locating a hotel, checking inventory levels, or finding the closest store.)
Find structure in data (correlations etc.)
Checking assumptions in statistical models (causation etc.)
Communicate the results of an analysis in easy to consume way.
The challenge for executives and senior leadership today is – How do we increase the maturity of analytics and visualization area?In a fragmented landscape… how do we benchmark our current state?What structural changes – skillsets, toolsets, mindsets — need to be made to become world-class?How can we drive more business value quicker from all these tool/platform investments?
Better Data Visualization – a Growing Trend
“By visualizing information, we turn it into a landscape that you can explore with your eyes, a sort of information map. And when you’re lost in information, an information map is kind of useful.” — David McCandless TED talk
The expectations of the enterprise users are rapidly shifting forcing BI and application developers to react. The focus is on enabling users to explore and analyze data with simple drag-and-drop operations.
Consumer user experience and engagement are the new standard for enterprise applications. Consumer innovations like iPhone which allow users to utilize drag-and-drop gestures to execute queries, seamlessly shift graphical perspectives on their data and easily answer new questions as their thinking progresses are the new norm.
Improving user engagement around data is a key strategic goal. There is no disputing that organizations increasingly regard their data as a critical strategic resource. The remarkable growth in the volume, diversity and accessibility of digital information creates the potential for people to make more informed, timely and intelligent decisions. Improvements in access, processing, and analytics speed can increase user engagement with data and enhance the range, quality and timeliness of insights that are developed.
Visualization improvements are key to comprehending data volume, velocity and variety. According to IDC, the amount of digital information created, replicated and consumed will grow from 0.8 trillion gigabytes in 2010 to 40 trillion gigabytes in 2020. Many organizations will experience a doubling in the volume of data across their enterprises approximately every 24 months, according to IDC, and are investing heavily to scale their data storage and management platforms to accommodate this growth. These growing volumes of data are also diverse in terms of their source, format and location.
End User Demand for Better Visualization
Reporting -> Scorecards -> Dashboards -> Interactive Visualization -> Analytical Modeling is the demand trajectory in most organizations.
In August 2012, Forrester Research estimated that there will be 615 million information workers globally in 2013 and it predicts that number to grow to 865 million by 2016. Additionally, a Forrester survey of information workers conducted in the fourth quarter of 2012 indicated that only 17% of respondents use a data dashboard or BI tools as part of their job. A significant percentage of information workers are not accessing BI software, and they instead use alternative approaches to meet their analytical needs.
As a consequence of the increasing richness and volume of data, knowledge workers are demanding agile analysis – faster access to information in order to gain insight, solve problems and monitor the performance of their organizations. The growth of cloud computing technologies and the proliferation of connected devices such as tablets and smartphones are enabling users to access information anytime and anyplace.
These trends are accelerating the demand for next generation Visual Analytics and Data Visualizationtechnology, as more information and engagement provokes more questions and fuels demand for more analysis, answers and value. At the same time, advances in user experience driven by consumer technology companies such as Amazon, Apple, Facebook and Google have raised user expectations regarding intuitive, flexible and convenient access to information.
These factors have created a backdrop of growing data resources, increased user appetite for information and rising expectations for accessibility and ease of use. As a result, many organizations are seeking technology that will allow their people to easily access the right information, answer questions, gain insight and share their findings. These organizations are seeking to empower their employees and to unleash their creativity and problem-solving abilities.
Static Reports are Dead
Impactful and engaging visualization is the next frontier.
People within organizations have traditionally accessed data via static reports from enterprise applications and business intelligence platforms maintained by IT departments. These systems, predominantly designed and built in the 1990’s, are generally heavy, complex, inflexible and expensive. As a result, business users are forced to depend on specialized resources to operate, modify and maintain these systems.
The divide between users seeking insight and technical specialists lacking business context introduces inefficiencies and time lags that inhibit the utility and value of these systems. Because most business users lack the time, skills and financial resources necessary to address the limitations of these systems, their adoption has largely been limited to a narrow population of power users with technical expertise and training and to a narrow population of companies.
Faced with these challenges, many knowledge workers today rely on spreadsheets as their primary analytical tool. While spreadsheets are widely available and easier to use than traditional BI platforms, they have a number of limitations. Spreadsheets are not generally designed to facilitate direct and dynamic data access, making the process of importing and updating data manual, cumbersome and error prone. In addition, spreadsheets are not built to accommodate large data sets and offer limited interactive visual capabilities, thereby reducing performance and limiting analytical scope and insight.
There are four categories of Data Visualization vendors
Spreadsheet software providers, such as Microsoft
Emerging business analytics software companies, such as Tableau Software, Qlik Technologies Inc. and TIBCO Spotfire.
Enterprise software companies, including suppliers of traditional BI products that provide one or more capabilities that are competitive with our products, such as MicroStrategy, IBM Cognos, Microsoft, Oracle and SAP AG;
Traditional Statistical vendors like SAS who allow you to do visual analysis… filter, sort, perform aggregations, and summarize;
Almost every vendor in the Business Analytics landscape is going after the Data Visualization space as a strategy.
Vendor Focus…Bringing Data to Life
The focus is on allowing users to see and understand data. More effective consumption of data is the target. The four capabilities that are needed to enable easier consumption of data include:
Self-Service — The simplicity and ease of use of next gen software vendors like Qliktech, Tableau Software or Spotfire gives people the power to access, analyze and share data without the assistance of technical specialists. This self-service capability democratizes access to data, expands the potential user population within organizations and reduces training and support costs.
Discovery — The human mind is better able to process information, discern trends and identify patterns when presented with information in a visual format. By integrating data analysis and visualization, our software allows people to create powerful visualizations and dashboards that can lead to new discoveries. New capabilities from vendors is designed to seamlessly blend, filter and drill down on information, without the distraction of dialogue boxes, wizards and scripts, allowing users to rapidly and iteratively develop greater insight from their data.
Speed — Enable people to derive value from their data at an accelerated pace. Due to a growing focus on ease of use and ease of deployment, enterprise users can quickly gain proficiency and generate results rapidly, without the complication, time investment and frustration often associated with traditional BI products.
Linkage — New software is able to connect directly to a broad range of data sources, enterprise users can perform work without having to undertake complex and time-consuming data movement and transformation.
IT Report Authors
Analysts and Consumers
Enabling Better Decision Making via Data Visualization Center of Excellence (CoE)
“How do we create a flexible model for Data Visualization delivery that provides discipline at the core while giving the business the agility that they need to make decisions or meet client needs?”
Decision making is inherently a core business activity. Slow, rigid systems are no longer good enough for business users or the IT teams that support them. Competitive pressures and new sources of data are creating new requirements. Users are demanding the ability to answer their questions quickly and easily.
The challenge for IT and Application Teams in every organization is to deliver exceptional business value to their business partners quickly and consistently while maintaining governance and control. Establishing a Data Visualization Center of Excellence (DVCoE) ensures that the people, process and technology investments are not duplicated and addressed in a way that maximizes ROI and enhances IT-Business partnership.
What is the business imperative being supported by DVCoE?
Static and/or parameterized reports built for internal user audiences – less need for pixel-perfect rendering and complex presentation
Static and/or parameterized reports built for external and executive audiences (including regulatory reports) – pixel perfect and/or complex presentation
Query or batch-based data delivery from one-off or custom requests – delivery in data set, spreadsheet or custom report form
Discovery, Analysis, and Visualization
Visual exploration of disparate data by business users for the purposes of discovery, what-ifs, scenarios, trending and correlations that are not yet known
Interactive exploration of data by data practitioners, for the purposes of Pre-ETL, Correlation Analysis, Data Profiling, Data Quality, etc…
Rapid models and interface prototypes to prove out business value and technological fit
Statistical analysis, trending and reporting – beyond basic statistical analysis. These are statistical/scientific analysis based on advanced modeling.
Predictive analysis, projections, scenarios and models for future events based on historical data and controllable variables – beyond projections, what-ifs.
DVCoE — Fundamentals
How can we create a group that will help business see thru the noise of data. While every organization will vary in terms of what business needs they need supported…the basics of any DVCoE are the same. They include Charter, People, Technology Process and Service Management.
Charter and Setup
Vision -> Establish a guide post
Executive Sponsorship -> Eliminate roadblocks to change
Delivery Patterns -> Determine what will be delivered
Project Intake -> Outline how new work will be accepted
Roles -> Determine what resources are needed
Team Structure -> Determine who will reside in IT or the business
Collaboration Process -> Establish guidelines on how work is done and decisions made
Onboarding Process -> Establish methods for on-boarding new people
Best Practices -> Document development and UI guidelines
Delivery Process -> Develop process for application implementation
Governance Model -> Ensure ongoing environment stability and consistency
Metrics & KPIs -> Quantitatively define success
Support Model -> Determine who is responsible when help is needed
Service Level Agreements -> Establish committed SLAs
Chargeback Model -> Establish mechanism for cost recovery
The Visual Display of Quantitative Information by Edward R. Tufte
Qlikview in the Enterprise – Center of Excellence
Statistical graphics, also known as graphical techniques, are information graphics in the field of statistics used to visualize quantitative data. Whereas statistics and data analysis procedures generally yield their output in numeric or tabular form, graphical techniques allow such results to be displayed in some sort of pictorial form. They include plots such as scatter plots, histograms, probability plots, spaghetti plots, residual plots, box plots, block plots and biplots …http://en.wikipedia.org/wiki/Statistical_graphics
Journalism in the Age of Data… http://datajournalism.stanford.edu/