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Visualization Tools for Turning
Information Into Insights
Marcy Phelps
Phelps Research
September 11, 2013
www.phelpsresearch.com
Twitter:
#websearchu
@marcyphelps 1
Slides/process map at
PhelpsResearch.com/resources
2
Information is a
commodity!
Can you be
replaced?
www.PhelpsResearch.com 3
We’re drowning in information!
www.PhelpsResearch.com 4
DIY Research
www.PhelpsResearch.com 5
What’s your value?
Information Insights
www.PhelpsResearch.com 6
Info Pro Info Analyst
www.PhelpsResearch.com 7
Info Pro Info Analyst
Patterns
Information flow
Comparisons
Relationships
Format for usability
SO WHAT?
www.PhelpsResearch.com 8
Information Visualization
Increasingly visual world
Information becomes
Readable
Logical/memorable
Usable
www.PhelpsResearch.com 9
Boring numbers
www.PhelpsResearch.com 10
Boring numbers
Insights!
www.PhelpsResearch.com 11
Choosing the right graphic
Tools for creating graphics
Tips for effective graphics
www.PhelpsResearch.com 12
www.PhelpsResearch.com 13
Interactive vs. static
Charts and graphs
Data maps
Diagrams
Infographics
Word clouds
Dashboards
Images
Video
etc.
Numerical
data
• Chart
Geography
• Data map
Concepts
• Diagram
www.PhelpsResearch.com 14
Charts/Graphs
20% 25%
20% 35%
25% 40%
25% 50%
Bar 4
Bar 3
Bar 2
Bar 1
Say It With Charts: The executive’s guide to visual
communication, Gene Zelazny
www.PhelpsResearch.com 15
Step 1: What’s my message?
Step 2: Kinds of comparisons?
Component
Item
Time series
Frequency distribution
Correlation
www.PhelpsResearch.com 16
20% 25%
20% 35%
25% 40%
25% 50%
Bar 4
Bar 3
Bar 2
Bar 1
Component comparison
Percentage of a total
Share, percentage of total, accounted for
X percent
Pie chart
www.PhelpsResearch.com 17
Item comparison
Ranking of items
Larger than, smaller than, equal to,
exceeded, rank
www.PhelpsResearch.com 18
Bar chart
Time series comparison
Changes over time
Increasing, decreasing, fluctuating,
remaining constant
www.PhelpsResearch.com 19
www.PhelpsResearch.com 20
Column chart
Line chart
Frequency distribution
Items within ranges
Range of, concentration, X to Y range
www.PhelpsResearch.com 21
Step column
or
Line chart
Correlation comparison
Relationship between variables
Related to, increases with, decreases with,
changes with, varies with
www.PhelpsResearch.com 22
Scatter/dot/bubble chart
Paired bar chart
www.PhelpsResearch.com 23
Tools for charts/graphs
Excel Chart Wizard
ChartGizmo.com
Google Developers Chart Wizard
(http://snipurl.com/27mnhv5)
DIYChart.com
www.PhelpsResearch.com 24
Data Maps
www.PhelpsResearch.com 25
www.PhelpsResearch.com 26
Type of info?
No numerical
data
Pushpin
Multiple
symbol
Numerical
(Single field)
Shaded area
Shaded/Sized
circle
Multiple
symbol
Numerical
(Multiple fields)
Pie chart
Column chart
Pushpin map
Multiple symbol map
www.PhelpsResearch.com 27
Shaded area map
www.PhelpsResearch.com 28
Sized circle map
www.PhelpsResearch.com 29
Pie chart map
Column chart map
www.PhelpsResearch.com 30
Tools for data maps
Microsoft MapPoint
(http://snipurl.com/27mniz8)
Google Fusion Tables
(http://snipurl.com/27mnk8r)
Click2Map.com
Mapland
(www.softill.com)
SmartDraw.com
www.PhelpsResearch.com 31
DIAGRAMS
What’s your message?
www.PhelpsResearch.com 32
Web 2.0  Social Web
Purpose of graphic Graphic type
Show non-sequential
information
List
Show steps in a process or
timeline
Process
Show a continual process Cycle
Show a decision tree Hierarchy
Create an organization chart Hierarchy
Illustrate connections Relationship
Show how parts relate to a
whole
Matrix
Show proportional
relationships with the largest
component on the top or
bottom
Pyramid
www.PhelpsResearch.com 33
www.PhelpsResearch.com 34
GroupGroup
1
Group 2
Group 3
www.PhelpsResearch.com 35
#1
#2
#3
#4
#5
www.PhelpsResearch.com 36
Tools for diagrams
SmartArt (Excel, Word, PowerPoint)
Gliffy.com
Microsoft Visio
(http://snipurl.com/27mnn39)
SmartDraw.com
OmniGraffle for Mac
(http://snipurl.com/27mnmt8)
www.PhelpsResearch.com 37
Tips for effective graphics
Start with the end in mind
Use only as needed
Who’s your audience?
Build templates
Keep it simple
www.PhelpsResearch.com 38
39
3.55
3.35
3.32
3.20 3.30 3.40 3.50 3.60
Relevance of the
Topic
Value of the Content
Presentation Delivery
Please rate this program on the following:
(0 - 4 scale)
3.55
3.35
3.32
Relevance of the
Topic
Value of the Content
Presentation Delivery
Please rate this program on the following:
(0 - 4 scale)
www.PhelpsResearch.com 40
Se
ri…Relevance of the
Topic Value of the Content
Presentation Delivery
Please rate this program on the following:
(0 - 4 scale)
Ready-to-use info graphics
Eurostat
(http://snipurl.com/27mno44)
The World Bank: Data
(http://data.worldbank.org/)
American FactFinder
(factfinder2.census.gov)
www.PhelpsResearch.com 41
MarketingCharts.com
www.PhelpsResearch.com 42
www.PhelpsResearch.com 43
www.PhelpsResearch.com 44
Choosing the right graphic
Thank you!
PhelpsResearch.com/resources
www.PhelpsResearch.com 45

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Visualization Tools for Turning Information into Insights