IS428 AY2019-20T2 Assign TIAN. MINGZE

Overview

Every two years, SMU Libraries conduct a comprehensive survey in which faculty, students and staff have the opportunity to rate various aspects of SMU library's services. The survey provides SMU libraries with input to help enhance existing services and to anticipate emerging needs of SMU faculty, students and staff. The latest survey is currently on going and will be ended by 17th February 2020.

The 2018 Survey Results can be found here and the full report is available by following this link. The past reports are mainly made-up of pages of tables, which are very difficult to comprehend. In view of this, your task is to apply appropriate data visualisation to transform these tables into visual representation that allow SMU libraries to gain useful insights.

The 2018 Survey Results can be found here and the full report is available by following this link. The past reports are mainly made-up of pages of tables, which are very difficult to comprehend. In view of this, your task is to apply appropriate data visualisation to transform these tables into visual representation that allow SMU libraries to gain useful insights.

Data preparation

We are given 2 datasets, Raw data 2018-03-07 and SMU Library Survey Comments. Unfortunately, these two given datasets are not well structured and cannot be directly used. So, I will mainly focus on data cleaning and data preparation in this section.

Raw data 2018-03-07 SMU LCS data file

There are two worksheets in this raw data. The first worksheet record all response data from all participants. The second worksheet contains all the column name (legend) for the first worksheet.

Issue 1: When I take a closer look into the data, I realized that all the assessments are in measures format instead of dimensions.

Solution: Use tableau to pivot the selected survey assessment values.
      Detail steps 1. Select column from 'I01' to the end. 2. Under the drop down menu select 'pivot'. 3. Rename the Pivot Field Name to Assessments, Pivot Filed Value to score.

Issue 2: The column name (legend) and data rows are in two separate worksheets. Without knowing about each column's name, it is impossible for us to conduct the visualization.

Solution: Use tableau built-in function to join these two dataset together.
      Detail steps 1. Import the raw data into tableau. 2. Drag the worksheets to the connection field and choose left join (SMU on left side, Legend on right side). 3. Under left join, select Assessments = Code.

Interactive Visualization

The interactive visualization can be accessed here:

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Interactive Technique	Rationale	Brief Implementation Steps
Filter participant postion with a single value selection list	Provide flexibility for analysts, the analyst can choose the participant position that they are interested to analyse. The checkboxes are not used in this case because it requires the analyst manually uncheck the unwanted value. And the dropdown menu is not intuitive enough in this case. Thus, a single selection value list is preferred.	Use calculation field to convert the position from digit value to plain text (ie. undergraduate, staff ...) Rename the calculation field as 'Choose Participant Position' Put both the calculation field and the 'position' dimension into the filter to filter out those useless value (ie. others, exchange...)
Filter different libraries with a single value selection list	It is unnecessary to use a drop-down menu right here since we only have two different libraries. This also provides the flexibility for analysts, the analyst can choose the library that they are interested to analyse.	Use calculation field to convert the Campus dimension from digit value to plain text 2. Rename the calculation field as 'Choose Library'
Dynamic Title	By adding this dynamic title, all the filter value will appear in the title. The visualization will become more intuitive for the analyst.	Double click the title and choose insert. Select the two calculation field (Choose Library, Choose Participant Position) Use the red colour to highlight important information.
Dynamic Tooltip	When the analyst hovers his mouse on this treemap, he will be able to see an interactive tooltip which shows the suggestions on this assessment. He can adopt further actions (ie check the satisfactory level, important comments) based on this suggestion.	1. Create another calculation field 'tooltip_for_treemap' to generate appropriate suggestions based on the gap between library users' expectation of this service and this service's actual performance. 2. Put this calculation field under 'detail' and insert into the tooltip.

Reference

https://wiki.smu.edu.sg/1617t1IS428g1/IS428_2016-17_Term1_Assign3_Gwendoline_Tan_Wan_Xin