Ironviz 2020 : Backstage

Why did I participate?

 First of all, let me tell you that I like to participate to the IronViz competition, not because I have any chance to win nor I am interested by the prices myself (nota bene :I have even stated on my viz that in case of ranking on the top 3 to give the prices to Animal charities).

The real reason why I participate is because it force me to achieve something on a limited time. Do not get me wrong, part of my work consists on doing dashboard for others on a limited time. But when I viz in Tableau Public, it is a never ending story, and I have often to force myself to finish or at least publish a viz after a certain amount of time. 

I do not have time to participate on time on any other #datafam initiative on a regular basis, but somehow I participated to every ironviz since 2017 (date I discoved about it). And I always learn something on the process because I am my own stakeholder. 

My attempts are certainly messy and clamsy but  I am always amazed by how my original idea transformed itself into a viz.

 

What is the original idea ?

For this new Tableau context, about Heath and well being, I wanted to give a more positive approach to the current Covid situation, and I searched for a database bringing a new light. My friend @gabybouret helped me to find interesting articles about the reduction of the CO2 Emissions and I just started.

Design is not my forte, so I just tried to give a nice and light touch :
 
- by selecting a light grey as a background ( that is my signature for Tableau Public submission) 
- having all the comments on the green blue background on the left
-  adding some japonese cloud images to illustrate the air quality topic
- trying to give a certain hierarchy on the titles 

 Additionally, I cared about what to give a alt text descriptions for explaining the images for accessibility and I concentrated myself for this submission on the analysis ( occupational hazard) and story telling.

This post will explain the navigation for the story telling and the drill down on the maps techniques.


Show / Hide containers to display different views

 Recently I discovered very useful use cases for the show/hide containers. On a previous viz functional dashboards I used an eye image to show/hide some worksheets to be able to mock a Powerpoint slides. By clicking on the different eyes, I can show how a dashboard transform when applying the following steps.


For this submission, I used a slider image to display a different visual, it is a variante of having a parameter controling the chart to display.

 

  • you create two sliders on powerpoint, for instance:
 

  • you drag the worksheet that you want always on your dashboard as titled
  • you drag then on top a floating containers containing the worksheet that you want to display occasionally
  • on the floating container you right click and choose "hide/show button"
  • when the button appear click on edit button

 

 

 

 

 

on item shown choose one of the slider and click on item hidden and choose the other one.

Original view :

 
A click on the slider will display a different visual



Map with the +/- signs to zoom

I wanted to display a global map and be able to drill down into the chinese province or US States, but due to the different level of details ( country level or states), I add to think about a non traditional solution. 
 
First I tried to use the same technique as the slider on the map. Having my world map and then having a + button where once clicked displays the US Map by states, and it worked. But this solution was not optimal for also displaying the China details by province, because they overlaped.
 
So I wanted to find a more elegant and easy solution. And I remembered that Rosario Gauna ( please have a look in her blog it is full of interesting topics and she has a lot of posts about drill down blog) used parameter action to increase the value of a field, so I start thinking about how to use it to display my map details.
 
The method below works fine, and have the advantage of being quite flexible.
 
Standard view : 

When we click on the + sign, the US is displayed

  1. Create a global map
  2. Create a detail view for US 
  3. Create a + view for US ( "+" is added as a text)
  4. Create a - view for US ("-" is added as a text)
  5. Create a parameter "counter level"

The idea behind is, when you click on the "US + view"for instance, it will increment the parameter by , when you click on the "US - view" it will decrement by 1. To do it, you need to create 
  1. A calculated field increment US : [counter level]+1
  2. A calculated field decrement US : [counter level]-1
  3. Add a parameter action " Increment US" on the "US + view", selecting the target parameter "counter level" and the field "increment US"
  4. Add a parameter action "decrement US" on the "US - view", using  "counter level" and the field "decrement US"

Then it is just question to add filters to remove the views on the dashboard depending of parameter "counter level" value. 

  • I kept the global views including the + views when the parameter=0 
  • when the parameter=1 : the US views are kept including the - US view
  • when the parameter=-1 the China views are kept including the - China view ( it is the same technique for China).

 

What about the titles ?

Here there is another design point, that I haven't talked about. When you filter out a view based on a value, you usually have the title kept and the view is blank.  To avoid it but still have some titles, I used two ways.

  • On the map the white rectangle is an annotation, which will have the advantage to display the date of the animation
  • On the Gant Chart on the right, the title "when did confinement level 3 start" is a sentence between quote I put in column .

Note : The bar on the map indicating the number of province, is not an annotation, but a location used to displayed dynamically the number of provinces by confinement level


Navigation ?

The last original part of this visualisation is the navigation part. The navigation displayed is an inspiration from a blog post by @keith_dykstra, where they explain a more complicated technique used on a fantastic visualisation on Spotify data link.
I simplify it for my use case and you will see, it used my favorite incrementation through parameter action :)


The idea is when you click on the +, you increment the parameter and on the same time that the line below grows the views will appear.
 
To do it, you will need an excel file, see below an example. Here I need a start ( story point 1), 3 steps and the end ( story point 5). The x and y are the coordinates in my view so they match my dashboard.
 
   story point                 x                   y
1 1300 760
2 1300 2225
3 1300 3275
4 1300 4250
5 1300 5200  

You need also to create :
  • A parameter counter that will increment by clicking
  • 2 calculated fields "display x" and "display y" that will appear also by clicking if we reach a certain level on our story
        Display x
IF MIN([story point]) > [counter] THEN NULL
ELSE MIN([x])
END   
 
        Display y
IF MIN([story point]) > [counter] THEN NULL
ELSE MIN([y])
END
  • A calculated field to increment called index = [counter]+1
  • A calculated field "Shape" to control the shape of the graph, and indicate to the end user that he can still drill down
IF [counter]=1 then "Plus"
ELSEIF [story point]=5 then "end"
ELSEIF [counter] = [story point] then'Plus'
ELSE 'Down'
END

Down will display "v"  - End will display "x" - Plus will display "+"

Detail of the Story Line View :

Then you need to create a parameter action incrementing the story by clicking on the story line view, the index field will control the value of the parameter ( here increment by 1).

Then you just need to control the display of your views depending of the values of the parameter. 

For instance the views below the title " Did we enjoy a better air now" has to be visible when the story line >3, so you need to create a field for every dataset for every step of your data story, for instance :

show story line 3 =[counter]>3

Again take care of the title of the views, we do not want that they are displayed until the end user do not click on a +. I used here the techniques displayed on the previous point ( using annotation or column text).

I hope you enjoy reading this blog post,

Rati