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please, look though week 8 lectue first, the assigments require at the last page, just do part 1 and aprt 2.Because the part 2 is a record, please write the content as word file and I will recording it accoring your word file. _week_8_lecture.pdf city_imaging_case_data.xlsx eb_5_steps_for_effective_data_storytelling_en.pdf Unformatted Attachment Preview MGT599 – Capstone Week 8 5/19/2020 Agenda Week 7 Review Data Visualization Overview Design Principles Charts Storytelling • City Hospital MRI Case Week 7 Review I am running an AR(4) model looking at past yearly historical stock price on predicting future stock prices. What is the time lag in this model? What type of variable is the dependent variable in logistic regression? Why can’t we use a linear regression instead? The format of a linear regression is: y = a + b1x1 + b2x2 + b3x3 +…. What is the format of a logistic regression? P = 1 / (1 + e^(-a – b1x1 – b2x2 – b3x3 -…)) Logistic Regression Data Visualization Overview Data Visualization Overview Data visualization is the visual representation and presentation of data to enhance understanding. This allows for: • better ability to grasp difficult concepts • identify new patterns • more efficiently take away key messages. Data visualization is an essential aspect of effectively communicating data and findings. Data Visualization Overview Key benefits include: • Comprehend information quickly • Identify relationships and patterns • Pinpoint outliers and potential data quality issues • We already looked at residual plots, but it’s great practice to just look at the data to see if there is anything weird • Communicate the story to others Design Principles Google’s Six Principles for Chart Design https://medium.com/google-design/redefining-data-visualization-at-google9bdcf2e447c6 Balance Useful when thinking of dashboards Symmetrical • Each side of the dashboard mimics the other. This type of balance feels elegant, formal, and conservative. Asymmetrical • Both sides are unique but carry a similar visual weight. “Heavier” elements jump out, while the “lighter” ones recede. This type of balance feels casual, free, and energetic. Radial • A central object anchors the dashboard, with additional objects placed around it. This type of balance draws your eyes inwards to the center focal point. Symmetric Dashboard Asymmetric Dashboard Radial Dashboard Emphasis Draw users attention to important information • Color, size, negative space, contrast • I.e. People read left to right, top to bottom, so top left is the first place Charts Simple Comparisons Bars and Columns are great options Make sure the axes make sense and are not misleading https://paldhous.github.io/ucb/2016/dataviz/week2.html Comparisons over time Multiple Comparisons Composition: Parts of a Whole Composition: Parts of a Whole Composition Change Over Time Composition Change Over Time Network Graphs Heat Maps Heat Maps Be aware of scale and size 3D can be hard to read Storytelling Storytelling Storytelling Principles City Imaging City Imaging City Imaging is the premier imaging center in Citysville, USA. The center focuses on breast imaging and provides mammography, MRI, and Ultrasound services. John Doe is the director of City Imaging. Currently, they do 15,000 mammograms a year but only about 100 or so MRIs. The MRI machine is vastly underused and he is looking to boost the utilization rate of the MRIs. He wants to target 500 MRIs/year. To fix this, he bought a new piece of software called “MRI-Now”. This software consists of: • Short survey for the patient to take • Risk calculations to determine if a patient meets MRI Criteria • A patient CRM for nurse navigators to contact patients to schedule them for an MRI City Imaging - Workflow Here is the current workflow: • Patient checks in for their mammogram • They take the MRI-Now Screening Survey • They are flagged as High Risk if they meet criteria for MRI screening • They are given some information that tells them they are eligible for an MRI, what that means, and why getting an MRI is important • A couple of days later, a nurse navigator calls the high risk patients and schedules them for an MRI (usually done a month later) • The patient comes back in a month and gets the MRI City Imaging - Objections There have been a few objections that have come up from the staff and patients. They include: • The navigators occasionally get backed up with their patient caseload and are not able to call all patients – sometimes patients are not at home and they need to play phone tag and leave messages back and forth – which can be time consuming • Patients sometimes don’t understand why they are at high risk and why an MRI is necessary – as a result, they might not show up or even indicate that they want one • Other concerns include insurance coverage (which an MRI is covered if they are at high risk based on guidelines) and transportation issues Business Review It is now 9 months since the program is started and City Imaging is coming up for renewal. You have a business review scheduled with Mr. Doe to go over performance and convince him to renew. Attached is the data to date for the program. Please prepare a 5-10 slide presentation for Mr. Doe for this business review. Assignment You have 2 pieces to this assignment. Part 1: Review and analyze the data and prepare a 5-10 slide presentation for Mr. Doe for this business review. Part 2: Record a 5 minute or so video of you giving this presentation to Mr. Doe (me). Record yourself over zoom. Submission: The slides in PDF format and the zoom video link. Site Week 1 Week 2 Week 3 Week 4 Week 5 Week 6 Week 7 Week 8 Week 9 Week 10 Week 11 Week 12 Week 13 Week 14 Week 15 Week 16 Week 17 Week 18 Week 19 Week 20 Week 21 Week 22 Week 23 Week 24 Week 25 Week 26 Week 27 Week 28 Week 29 Week 30 Week 31 Week 32 Week 33 Week 34 Week 35 Week 36 Week 37 Week 38 Total Patients Screened 268 274 299 295 288 238 297 225 257 291 253 270 270 300 292 224 286 290 276 296 281 262 295 226 238 293 226 281 278 291 217 254 298 294 208 207 263 287 MRI Eligible Patients (High risk) 73 45 4 69 68 9 33 63 7 28 26 61 33 43 43 52 41 4 17 37 3 47 60 40 68 12 47 71 46 1 0 12 54 34 35 17 54 69 High Risk Patients who were called at least once by the Navigator 70 32 2 64 68 8 29 51 5 25 24 56 26 30 30 37 38 3 16 30 2 33 42 28 63 10 39 53 35 0 0 10 44 32 32 13 47 52 Patients who were scheduled for MRI 9 8 0 12 19 1 14 5 0 8 3 13 8 13 8 11 7 0 6 14 0 9 9 12 23 2 19 19 12 0 0 5 21 10 15 2 15 18 Patients who received their MRI 7 5 0 9 14 0 10 3 0 6 2 11 6 11 7 9 6 0 4 9 0 6 7 10 16 1 13 14 9 0 0 4 14 8 10 1 13 14 5 Steps for Effective Data Storytelling Why does storytelling matter? On its own, data can’t do a whole lot for you. Collect as much of it as you’d like — it won’t drive consensus, it won’t inspire action. So why is data such a big deal then? Why is IDC forecasting that revenues for big data and business intelligence will reach $203 billion by 2020?1 your discoveries in a way that everyone can understand, it transforms your data into something tremendously valuable — it turns it into a story. How do you do that? Read on to discover the secrets of data storytelling… Because of data’s potential. When you analyze your data, interpret its trends, and present 1  ig data market $203 billion by 2020 B http://www.idc.com/getdoc.jsp?containerId=prUS41826116 2 Without a story Presenting your data as a series of disjointed charts and graphs could result in the audience struggling to understand it – or worse, come to the wrong conclusions entirely. This in turn can lead to flawed decisionmaking, and serious consequences for your business. 5 signs you’re not telling an effective story: 1 B  lank stares 2 Too many questions about the validity of data 3 Difficulty retaining information 4 Uncertainty about next steps 5 D  oubts about why data matters 3 Why stories are important Humans are hardwired to respond to stories. Our distant ancestors told stories to share information and build understanding — a compelling story could create order out of chaos and help people remember what they most needed to know to survive. Today, we harness these same instincts to tell effective stories with data. Data stories: • Reveal the signal in the noise, bringing insights to the surface, so they’re clear and compelling. • Focus your audience’s attention on what’s most important, and create a frame of reference so they can see why it matters. • Heighten people’s engagement and emotional response, leading to greater retention of information – and increasing the likelihood they’ll take action. 63\% of participants remembered a story.* 5\% of participants remembered a statistic.* In short, stories bring data to life. *S  ource: Jennifer Aaker, GeneralAtlantic Professor of Marketing, Stanford Graduate School of Business  4 Creating a story from your data In this eBook, we’ll explore the steps it takes to tell effective data stories, including: 1 Understanding your audience 2 Choosing the right data and visualizations 3 Drawing attention to key information 4 Developing a narrative 5 Engaging your audience 5 1 Know your audience. 6 Before you start telling your story, you first need to consider whom you’ll be telling it to. Think about what makes them tick, where their interests lie, and how best to connect with them. To win an audience over, you have to understand where they’re coming from, and then connect with them on an emotional and personal level. Whom are we presenting to? What are their goals? Are they technical or casual? Do they prefer the big picture or little details? What do we want them to know? What’s the most important takeaway? What feeling should they walk away with? Curiosity? Inspiration? Motivation? What action do we want them to take? Do we want them to share this story with others? Understand a phenomenon in a new light? Make a bold decision? 7 When considering your audience, remember that different team members have different objectives and different points of view. Effective data storytelling should speak to these differences. One great place to start is by considering your audience’s level of understanding on the topic you’re presenting: Beginner: New to subject, but eager for a deeper understanding Generalist: Most interested in major themes and high-level analysis Specialist: Expert who wants information to be less story-driven and more exploratory Supervisor: Seeks actionable insights, as well as access to details Executive: Time-conscious, and requires conclusions and implications upfront Common audiences – and what they respond to: Analysts have a desire for detail and want to understand your methodology. You’ll need to convince them that your analysis is robust. Business Managers are primarily motivated by self-interest and look to improve processes. You’ll need to show them how your insights can lead to tangible results. Executives are interested in the bottom line and are persuaded by key statistics and KPIs. You should focus on the key takeaways and how they impact the overall business. 8 2 Choose the right data and visualizations. 9 Although they’re often thought of as the same thing, data visualizations ≠ data storytelling. But visualizations are still a critical component of compelling narratives. Presented properly, data visualizations help audiences compare information, clarify meaning, and put stories into the proper context. How do you create great data visualizations? • Choose the right data to show • Select the best visualization to represent your data • Design your visualization to highlight what’s most important 10 Choose the right data First things first, to tell a clear and compelling story, you need to separate the signal from the noise, and choose the right data for your needs: Identify the subsets of data that represent the specific points you want to convey. Remove any extraneous data that isn’t imperative to your story – showing too much information makes it hard for readers to spot the insights you want them to see. Use metrics and naming conventions that your audience will recognize – things like capital expenditure, change in sales, or time to hire. 11 Choose the best visualization. Now that you know what to show, it’s time to create the visualizations themselves. Start by asking yourself what the visualization needs to accomplish – different visualizations have different strengths and weaknesses: Are you ... Then use ... Comparing data Showing the overall composition of data Showing the distribution of data Bar Chart Line Chart Circular Area Chart Stacked Area Chart Pie Chart Stacked Bar Chart Bar Histogram Line Histogram Scatter Plot Showing the relationship between data points Scatter Plot 12 Data Viz Design Tips Make it easy to interpret Use user-friendly charts, like bar and line graphs. Avoid complex visualizations that require extra time to comprehend the data. And remember: Color and design matter. Here are a few basic tips: Avoid “chartjunk” such as fancy shading, outlines, and 3D shapes that detract from the overall impact of your data. 7 Color can be a powerful aid to your visualizations, giving clear cues about relative value, points of emphasis, and differentiation between data sets. HELP YOUR DATA TELL ITS STORY Tips for more effective visualizations Want to up your data viz game even further? Check out our 7 Tips for More Effective Visualizations eBook. 13 3 Draw attention to key information. 14 To be an effective data storyteller, you need to direct your audience’s attention to the most important points within your data. If your graphs are dense, and don’t emphasize what matters, your audience will likely have trouble grasping the point of your story. They may even come to the wrong conclusions. In short, you can’t expect your audience to know where to look or what to think — you need to show them. Fortunately, a few simple design tricks can help you draw attention to where it’s needed most. 15 One great trick for directing attention is to use preattentive attributes within your visualizations. Preattentive attributes are visual elements that are instantaneously recognized by our iconic memory — an ultra-short-term memory component of the visual memory system. They help draw attention to the most important parts of a visualization. Grouping related objects together using the same color makes it much easier to spot trends. BEFORE Common preattentive attributes include: Color: Alert users to the most critical points by using a bold color like red or orange. Placement: Help users quickly grasp the purpose of a data visualization by placing its title in the top-left portion of the page. AFTER Highly influenced by Managers Influenced by Managers Not influenced by Managers Size: Draw attention to the most important chart or graph by making it the largest element on the page. *S  ource: Cole Nussbaumer Knaflic: “a Google example: preattentive attributes” http://www.storytellingwithdata. com/blog/2011/10/google-examplepreattentive-attributes 16 4 Develop a narrative. 17 To truly drive engagement and inspire action, you need to connect with the audience on both a logical and emotional level. And the way to do that is to use your data to craft a compelling narrative. “ Stories are remembered up to 22 times more than facts alone. “ If you just display your data, without giving it context, your audience will take brief notice (at best!) and then move on, without really retaining any of the insights you’ve shared. — Jennifer Aaker, General Atlantic Professor of Marketing, Stanford Graduate School of Business 18 Want to make sure you’re telling your story the right way? Craft your narrative using the following elements: Call To Action (CTA): The CTA should be clear and spur a tangible response, like discussion or a decision. Header: Headers should be easy to understand, explain the purpose of the presentation, and compel readers to keep reading. Short Narrative Summary: Summaries should outline the key facts the story will reveal, and why the audience should care. *S  ource: Cole Nussbaumer Knaflic: “a Google example: preattentive attributes” http://www.storytellingwithdata.com/blog/2011/10/google-example-preattentive-attributes 19 5 Engage your audience. 20 Stories temporarily bypass our logical filter to engage with us on an emotional level – where decisions are really made. Caught up in a story, we briefly suspend disbelief and listen with less skepticism. As a result, stories keep us focused on the big picture, rather than the nitpicky details. This is a clear advantage for data storytellers. And with the right analytics technology at your disposal, you can increase that advantage even further. 21 The right analytics solution allows data stories to be... Interactive. Sharable. Data stories can transform businesses, but to really maximize their impact, you need to be able to share them easily — with your team, across your business, and out to your customers. Fortunately, new analytics technologies are making it easier than ever to share information. With interactive analytics, when questions are raised by your audience, you can easily go back to the data and find answers in real time. Using tools like: • Filters to control what data is shown in the visualization. • Separate pages to break large problems into smaller, more manageable elements. • Windows of analysis for entering new data to be analyzed. But, to provide this level of interactivity, you need tools that are both powerful and intuitive, that let anyone explore as they see fit – quickly and easily. Centralized. By placing your stories in a centralized location, you can provide your business with a repository of valuable information that can be referred to again and again – or help in the creation of new stories. 22 Want to do data storytelling the right way? Qlik Sense® can help. Qlik Sense makes data storytelling accessible to the whole team, empowering anyone and everyone to persuade, collaborate, and drive action with data. With Qlik Sense, data storytellers can now: • Capture insights at any point in time • Present their analyses through a narrative framework • Help decision-makers get a clearer picture of the state of the business Q1 2016 Overview \% Spending in Q1 \% Spending in Q2 \% Spending in Q3 \% Spending in Q4 00,00\% 00,00\% 00,00\% 00,00\% Employee Satisfaction Sales by Office 50M Jan 15 Revenue • Enable presenters and team members to dive back into the data at any time for further analysis • Secure a high degree of trust in the data 00,000 0 000,00M 00,000 au 000,00M Wellness Program Participation Office Budget 00,000 5 6 6 5 5 6 5 5 5 5 6 5 6 5 5 5 6 5 5 -1 -1 c-1 n-1 v-1 ec-1 r-1 g-1 ep-1 ct-1 g-1 ep-1 ct-1 ov-1 b-1 ar ay n-1 l-1 n-1 eb-1 m s f m ja ju ap ju no au o d fe o n s de ja Variable 00\% Snacks 00,000 00,000 Ready to go beyond data, and start telling data stories? 000,00M 00,000 00,000 25M 000,00M 00,000 00,000 Posting Month Sales 000,00M 00,000 Fiscal Year 00\% Materials and supplies 00\% Furniture 20\% 40\% 33\% 00\% Capital Equipment 00\% Telephone Services Sick Days Used Snack Budget Increase Sales Increase Goal: 00\% Average: 00\% Goal: 00\% Average: 00\% Goal: 00\% Average: 00\% START YOUR FREE TRIAL OF QLIK SENSE TODAY! 23 See the whole story that lives within your data. qlik.com/whole-story qlik.com © 2017 QlikTech International AB. All rights reserved. Qlik®, Qlik Sense®, QlikView®, QlikTech®, Qlik Cloud®, Qlik DataMarket®, Qlik Analytics Platform®, Qlik NPrinting™, Qlik ™ ™ © Connectors , Qlik GeoAnalytics and the QlikTech logos trademarks International which have been registered multiplePlatform countries. 2016 QlikT ech International AB. All rights reserved. Qlik®, Qlikare Sense®, QlikV of QlikTech iew®, QlikT ech®, Qlik®A ... Purchase answer to see full attachment