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10 Ways To Add Value To Your Dashboards With Maps

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11 views17 pages

10 Ways To Add Value To Your Dashboards With Maps

Uploaded by

anshitaamishra09
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
You are on page 1/ 17

10 Ways to Add Value

to Your Dashboards
with Maps
By Sarah Battersby, Research Scientist, Tableau

Visualization by Filippo Mastroianni


Contents
1. Context is key......................................................................................................................................3

2. Let the data stand on its own........................................................................................................5

3. Get rid of legends on your map.....................................................................................................6

4. Use a map as a filter.........................................................................................................................8

5. Use highlighting actions..................................................................................................................9

6. It’s all about color for design and data..................................................................................... 10

7. Represent geography in the best way to tell your data story............................................ 12

8. Be creative with shapes................................................................................................................ 13

9. Sometimes static graphics work too........................................................................................ 15

10. Consider locking down pan and zoom.................................................................................... 16

About Tableau, a Salesforce Company......................................................................................... 17

Relevant resources.............................................................................................................................. 17

The most effective dashboards are insights-driven—and because many analysis projects
involve some spatial data, working with maps is an important skill to have in your
visualization toolbox.

In this whitepaper, we’ll share 10 tips for improving the analytic and aesthetic value of maps
for your dashboards.

10 Ways to Add Value to Your Dashboards with Maps 2


1. Context is key
First and foremost, make sure the map you choose offers the right amount of context for your visualization.
You don’t want to end up with too much visual clutter that distracts readers from focusing on the data. Let’s
check out some examples with the built-in Tableau styles and some custom Mapbox maps.

In Tableau, there are three basic map styles built into the product—light, dark, and normal. For most
mapping use cases, this is a great place to start.

This dashboard by Ann Jackson explores urban forests in New York City. It looks clean and sharp, and provides just
enough context. Tableau’s Light base map is adjusted to show only the land cover and streets, letting the data shine.

10 Ways to Add Value to Your Dashboards with Maps 3


On the other hand, when a map needs to be the most important visualization on the dashboard, it will
need something extra to make it pop. Consider adding relevant colors, layers, and text to your map, or
design a custom base map with Mapbox.

This dashboard by Andre Oliveira, “Graffiti Around the World,” uses a simple base map with custom labeling.
The layers are zoom-level dependent and when the dashboard zooms to city-scale data on the second
worksheet, we see a clean and simple map with just a bit of added local detail.

For example, when you click into “New York City,”


you can see where the points are in relation to major
landmarks like the Empire State Building. The color
coordination between base map and data (as well
as the introduction of great artistic detail in the
“empty space” in the oceans) makes the map on this
dashboard shine.

10 Ways to Add Value to Your Dashboards with Maps 4


2. Let the data stand on its own
A good visualization focuses the reader’s attention on the data, not the background, so occasionally
it helps to let spatial data speak for itself, without a base map. When working with familiar locations
and shapes—like all counties in a state, or all countries in a continent—there’s likely enough spatial
awareness to remove the base map.

For instance, this dashboard by Pablo Saenz de Tejada shows the demographics of Madrid, Spain, without a
base map. Removing the fine details of the map makes for a cleaner, less distracting design when integrating
the map into the dashboard.

Compare this to the same dashboard with a small


bit of base map content turned on; it isn’t bad, but
it’s not as seamless as the original:

10 Ways to Add Value to Your Dashboards with Maps 5


3. Get rid of legends on your map*
I’m a cartographer, so you’ll rarely hear me say outright, “You don’t need a legend”—hence the
asterisk in this tip. *You don’t need a legend if you can use the other vizzes in your dashboard to
clarify chosen colors, sizes, shapes, and symbols.

You can save a lot of space and emphasize the connections between vizzes on your dashboard
by working in vizzes as legends, where the meaning of symbols are explained through another
interactive object.

For instance, this visualization of Global Sharknado Threat by the Data Duo relies on a “shark legend”
worksheet with profile images of two sharks. The sharks are color-encoded so that they can serve as a
legend and filter for the map.

It’s easy to set this up on a dashboard. You’ll need to use a separate worksheet to serve as your legend
viz and set up actions linking your ‘legend’ to the other worksheets on your dashboard.

10 Ways to Add Value to Your Dashboards with Maps 6


The Sharknado viz legend is actually a scatterplot with the placement of the two sharks based on a calculated
field for their X and Y values. Then custom shark-shaped markers in the same color scheme as the data on the
map are added to the viz.

This legend does a double duty; it provides a graphical indicator of the shark type and explains the yellow and red
colors on the map. To make the legend interactive, it just needs a dashboard highlight action, so when you hover
over one of the legend sharks it highlights the appropriate shark habitat data in the map.

10 Ways to Add Value to Your Dashboards with Maps 7


4. Use a map as a filter
Similar to using a second viz as a legend, you can also think about how a map can serve as a filter
to facilitate exploration on your dashboard. Geographic shapes can be better filters than dropdown
lists of text. They provide a better visual cue of the selected region and they also allow people to
easily select neighboring regions of interest for deeper exploration.

This dashboard by Decisive Data, “The Path to Prosperity,” shows how giving impacts the lives of people in
seven different villages in Honduras and Nicaragua. This dashboard makes great use of a small map, used as
a filter, between the two countries. It’s a graphic element that fits in with the design and it’s a visual reminder
of the relative locations of the highlighted countries.

10 Ways to Add Value to Your Dashboards with Maps 8


5. Use highlighting actions
Tableau is magical when it comes to setting up highlighting actions across worksheets, so take advantage
of this feature in your maps and dashboards.

In Ken Flerlage’s dashboard, he explores gerrymandering in the U.S. He uses the map to ensure that readers can
stay oriented on each of six different maps with different boundaries to help readers understand how political
districts have changed over time.

By setting up a highlight action based on the district number, the reader can explore one district at a time.
Otherwise, it’s too overwhelming to see the patterns of change with the complicated borders on each map.

10 Ways to Add Value to Your Dashboards with Maps 9


6. It’s all about color for design and data
With multiple worksheets on a dashboard, be sure to take advantage of the design tools in Tableau
to better integrate the map into your design. You’ll also want to make sure that the colors for data
on the individual dashboards match up.

To seamlessly fit your map into your dashboard, use the color picker. Match colors so that the map
complements your dashboard’s overall design. This works for adjusting colors for the marks on the map as
well as for matching backgrounds on the base map (and for the text boxes or other worksheets on a
dashboard).

You can see where the color picker


helped Joshua Milligan’s dashboard,
“The History of the U.S.” He uses a
parchment-looking background to
bring all of the elements of the story
together in one cohesive visualization.

Also, make sure that the colors that you


use have the same values across all of
the visualizations on the dashboard.
Inconsistently replicating colors will
make it nearly impossible for most
readers to correctly interpret the data.

10 Ways to Add Value to Your Dashboards with Maps 10


Consider an example where we compare
the number of commercial and residential
building permits issued around the Las
Vegas, Nevada area. If we use the default
color encoding for both maps, we have a
huge difference in the meaning of the green
shades because there were so many fewer
commercial construction permits.

If a reader isn’t paying close attention to the two legends, they might assume that there were the same
number of permits issued in the two circled locations, even though there really were over 1,000 more
residential permits in the densest area!

Now compare that to a dashboard with the


two maps using the same range of values
for the color encoding and the pattern is
very different!

By using color correctly, we can make direct comparisons about how many permits were issued in
different places around the city.

10 Ways to Add Value to Your Dashboards with Maps 11


7. Represent geography in the best way to tell your data story
Sometimes the most effective data maps tell little white lies—and that’s okay! This dashboard by Josh
Tapley and Jake Riley shows causes of mortality around the U.S. The author moved Alaska and Hawaii to
new locations so that the view of the U.S. fits in a smaller footprint.

In Tableau, using “inset” maps allows a user to interact directly with all of the data in a single worksheet, instead of
having to use separate worksheets for the continental U.S., Alaska, and Hawaii.

To achieve this effect, the authors adjusted the map projection to provide a different look than the normal base
map. If you want to try this out in your maps, take a look at this community discussion on alternate projections (and
moving geography) in Tableau.

For more inspiration, check out this dashboard on energy sources for U.S. states using a hexagonal grid, or this
exploration of crime in the U.S. using a square grid.

10 Ways to Add Value to Your Dashboards with Maps 12


8. Be creative with shapes
By default, a worksheet is a rectangular shape on a dashboard—but your map doesn’t have to be that
limited. Because geographic features are rarely a nice rectangle in shape, try experimenting with a
different look to spice up your layout.

For exploring the “Race to Alaska,” Anthony Gould shows great use of a hollow, circular graphic to trim his map to
a custom shape. It’s a great hack to float an image on top, effectively cropping the map.

10 Ways to Add Value to Your Dashboards with Maps 13


In another example, this dashboard by Brian Halloran, “Hubway bike share system in Boston,” shows off the same
trick, with a useful drop shadow effect that clearly differentiates between the controls of the dashboard.

10 Ways to Add Value to Your Dashboards with Maps 14


9. Sometimes static graphics work too
Sometimes a static graphic is all that you need to tell the whole data story. For something simple where
the map is just a reference and doesn’t need to be interactive, consider using just a graphic instead of a
worksheet.

This dashboard, about the black footed ferret (BFF) by Becca Cabral, relies on a simple image of a map to show
the animal’s historical range. The static map image is a perfect fit into the design to complement the interactive
vizzes telling the story of her BFF.

10 Ways to Add Value to Your Dashboards with Maps 15


10. Consider locking down pan and zoom
If you are using a map where it isn’t critical for a reader to zoom in and look at detailed locations,
you can lock down panning and zooming.

This prevents the user from accidentally changing the display, which is particularly useful for
those exploring data on a mobile device or small screen.

Locking the extent of the map is easy to do,


just select Map > Map Options, and then
uncheck the “Allow Pan and Zoom” option.

Here is a great example by Yvan Fornes of how this tip can help communicate the data story, which in this
case, is the number of daylight hours by location.

The full extent of the map is always relevant for this viz, so it is great to make sure users don’t accidentally
pan or zoom away from their insights!

If you want to learn more about using maps in Tableau check out this free tutorial.
You’ll learn how to get started working with geographic data, how to use the marks card,
and other map options to enhance your analysis.

10 Ways to Add Value to Your Dashboards with Maps 16


About the Author
Sarah Battersby is a research scientist at Tableau Software. Her primary area of focus is

cartography, with an emphasis on cognition. Her research has covered a variety of areas, including

perception in dynamic map displays, geospatial technologies and spatial thinking abilities, and the

impact of map projection on spatial cognition. Sarah earned her PhD in Geography in 2006 from

the University of California at Santa Barbara. She is a member of the International Cartographic

Association Commission on Map Projections, and the National Geospatial Advisory Committee,

a Federal Advisory Committee sponsored by the Department of the Interior under the Federal

Advisory Committee Act.

About Tableau, a Salesforce Company


Tableau helps people see and understand data. As the world’s leading analytics platform, Tableau

offers visual analytics with powerful AI, data management and collaboration. From individuals to

organizations of all sizes, customers around the world love using Tableau’s advanced analytics to

fuel impactful, data-driven decisions. For more information, please visit www.tableau.com

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