Last updated on Feb 8, 2024
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Know your data
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Know your audience
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Know your purpose
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Know your budget
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Know your options
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Know your best practices
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Here’s what else to consider
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Data visualization is a powerful way to communicate complex information and insights to your boss and stakeholders. But how do you choose the right tools to create effective and engaging charts, graphs, maps, and dashboards? Here are some tips to help you find the best data visualization tools for your needs and goals.
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- Adam Duval Seasoned Finance Expert | Curious Data Scientist | Ph.D., MBA, MS MIS, ACCA, CMA
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1 Know your data
Before you start looking for tools, you need to understand your data. What type of data do you have? How much data do you have? What format is your data in? How often does your data change? These questions will help you narrow down your options and select the tools that can handle your data sources, size, and structure.
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- Christine Khoury Data passionate 📈📊 - MSc in Data Analytics and Innovation - MSc in MIS - Teacher at heart
Understanding your data is crucial for various reasons:- Data Type: Identifying data type helps determine the appropriate analysis techniques and visualizations required.- Data Size: Assessing data size helps in selecting tools capable of handling workload without compromising report performance.- Data Format: Familiarizing yourself with the data format aids in identifying tools compatible with your data sources and formats.- Data Changes: Asses tool flexibility for dynamic changes. Can it generate reports that adapt to changes in the source data? Consider if such adaptability is necessary.Once these factors are understood, comparing tools within your budget enables the selection of the most appropriate one for your project.
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2 Know your audience
Next, you need to consider your audience. Who are you creating the data visualization for? What is their level of expertise and interest in your topic? What is the main message or insight you want to convey? How will they access and interact with your data visualization? These questions will help you choose the tools that can match your audience's expectations, needs, and preferences.
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3 Know your purpose
Another important factor to consider is your purpose. What are you trying to achieve with your data visualization? Do you want to inform, persuade, educate, or entertain your audience? Do you want to show trends, patterns, comparisons, or relationships? Do you want to provide a high-level overview or a detailed analysis? These questions will help you select the tools that can support your objectives, scope, and level of detail.
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- Adam Duval Seasoned Finance Expert | Curious Data Scientist | Ph.D., MBA, MS MIS, ACCA, CMA
Knowing your purpose usually comes first. Data visualization is a tool. Available data is your raw material. The audience is your client. Your client has business needs. Identify them and formulate your question. Your data visualization project must answer that question. That's your purpose. For example, suppose you want to help your company improve customer satisfaction. To satisfy this business need, you may want to help understand its customer feedback and behavior better. That is your purpose. Start with it.
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4 Know your budget
Of course, you also need to think about your budget. How much money and time can you spend on data visualization tools? Do you need a free or paid tool? Do you need a simple or complex tool? Do you need a standalone or integrated tool? Do you need a one-time or recurring tool? These questions will help you choose the tools that can fit your resources, constraints, and frequency.
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5 Know your options
When exploring your options for data visualization tools, you should consider the various categories available. Spreadsheet tools, such as Excel, Google Sheets, or Numbers, are easy to use and widely available but have limited customization and scalability. Programming tools, such as R, Python, or JavaScript, require technical skills and have a steep learning curve but are powerful and versatile. Online tools, such as Tableau, Power BI, or Datawrapper, are convenient and interactive but may come with subscription fees or compatibility issues. You can compare and contrast different tools based on their features, functions, reviews, and examples. Additionally, you can try out some of the tools using free trials or demos.
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- Adam Duval Seasoned Finance Expert | Curious Data Scientist | Ph.D., MBA, MS MIS, ACCA, CMA
You do not necessarily need programming tools such as R, Python, and especially Java for data visualization. You must have prepared charts, graphs, and other visuals to communicate your insights using a spreadsheet such as Excel or Pages. As long as you have your data, you can improve such visuals with tools designed specifically for that purpose. For example, QuickSight, Tableau, and Power BI allow you to create visuals without much coding. You can introduce interactivity in your visuals and provide your stakeholders with controlled online access. You have an option to update the visuals easily. This enhances the effectiveness of your visuals.Do not be intimidated by the thought you have to learn Python, R, or Java.
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6 Know your best practices
When creating effective and engaging data visualizations, it's important to choose the right type of visualization for your data and purpose. For example, use line charts to show trends, bar charts to show comparisons, pie charts to show proportions, and maps to show locations. Additionally, use clear and consistent labels, titles, legends, and colors that make your data visualization easy to understand and interpret. Make sure to use appropriate scales, axes, and grids to accurately show your data. Additionally, avoid clutter, distortion, and misleading elements that can confuse or misinform your audience. Finally, add context, annotations, and storytelling elements to highlight your main message or insight and make the data visualization more compelling and memorable. By following these tips you can create the best data visualizations to impress your boss and stakeholders.
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7 Here’s what else to consider
This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?
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