(building crescendo) (falling crescendo) - [Instructor] So, we're going to take literally everything we've covered in this course and put it to use. Now, obviously, that's no small task but don't be overwhelmed. Think of this as just a quick thinking exercise really. First, you're going to have to understand your data. That's a very important component to all of this, of course. And you may also need to reorganize your data, so keep that in mind. Second, I want you to think about a visual approach. Of course, that's the goal for this entire course, right? Third, once you've done that initial thinking and planning, I'd like you to take that visual approach that's in your mind's eye, I want you to sketch it out, and to sketch it in a form that you could present to a client.
It doesn't have to be perfect, it doesn't have to be beautiful, but it has to be cohesive and finished enough that you could stand in front of a client and explain it. Which gets us to the fourth objective, which is that all of your ideas should be defensible. You should have solid reasons for every choice that you make during this challenge. So, here it is. This is a spreadsheet that I was given by a client of mine and he referred to this as the perfect report. He loved this thing. So, what is it? This is a sales performance ranking report for Acme Widgets company for the month of May 2014.
We have five salespeople in this company. Each one gets his own column and then there's a totals column. And the report is broken into four categories. First of all is unit count, and so we have a row representing total units. So, person one sold 60 widgets in May. Person two sold 74, et cetera. And then, you'll see below that these different categories. And you'll notice that these numbers don't all add up to the total, right? So, what this is is think about it like add-ons or accessories for cars.
So, out of 60 cars that were sold, 54 of them had a whatsit and 28 of them had a doohickey. The second category is penetration. What that represents is the percentage of total units that were sold with that particular add-on. So, 90% of the units that were sold had whatsits, 47% had doohickeys for this person number one during this month. You'll notice at the bottom of this section, there are these two rows, product index and combined index. All that these are is the addition of these values.
So, the combined index is just the sum of .9 plus .47 plus .38, et cetera all the way down the line. The product index is the exact same thing but without the whatsits category. If you click in, you'll actually see the formulas in Excel and you'll see how the math was done. The third section here is income. Pretty straightforward. We sold $23,000 worth of whatsits this month for person number one. $26,000 of doohickeys. You'll also know, at the bottom of this one, in addition to a total row, another extra little bonus row called PRU.
And what this represents is the entire sum, so $63,000, divided by the total units. Per retail unit, they sold $1050. Finally, we have the rankings section. Here, you have person by person rankings across the different categories. So, in terms of sales of gadgets, person number three was the best salesperson. In terms of babooms, it was person number two. And person number one in this category was the worst. We also have a total score and then the total rank overall.
And once again, person number three is doing a really good job, person number one probably has some work to do. So, that's it. That is the data that I was given. Again, my client told me this was the perfect report and so, your challenge is to take this perfect report and make it more perfect. Take 20 minutes. You don't have to do a perfect representation of this data in 20 minutes, no one could do that. But I want you to do your best job. As I mentioned, keep the objectives in mind. You want to understand your data. You might need to reorganize it. Think about a visual approach. Sketch it up in a way that your client will understand what you're trying to present and make sure you can defend your ideas.
Have fun and come back and you'll see how I solved this challenge.
- Describe the process by which individuals’ interests are incorporated into data visualizations.
- Differentiate the use of the Ws in data visualization.
- Explain techniques involved in defining your narrative when visualizing data.
- Identify the factors that make data visualizations relatable to an audience’s interests and needs.
- Review the appropriate use of charts in data visualizations.
- Define the process involved in applying interactivity to data visualizations.