1

SeeingthebigpictureInterac0vedatavisualiza0ons

KimDavis,WashingtonStateDepartmentofRevenueSeptember26,2017

2

Wehavelotsofdata

Ourchallengeisto:

ü Collectdata

ü Providetheinforma0ontodecisionmakers

ü  Inasimple,butusefulform,thatcanbeunderstoodbyabroadaudience

Ourcustomersinclude:

ü  Legislatorsandlegisla0vestaff

ü  Localgovernments

ü  Lobbyists

ü Generalpublic

3

Datavisualiza0ons

•  Consolidatedataintoapictureorgraphicformat.

•  Helpbroaderaudiencesunderstandcomplexdata.

•  Makeiteasytosee:

o  paPerns

o  trends

o  correla0ons

o  anomalies

•  Allowuserstoformulatetheirownques0onsandfindtheanswers.

4

Anscombe’squartet

5

Anscombe’squartet

6

7

Makingdatainterac0ve

TheDepartmentusesTableau,asoWwarethatrendersdataintoeasy-to-use,interac0vevisualdashboards.

Interac0vedatavisualiza0onsgiveusersthepowertoquicklyviewlargeamountsofdataanddrilldownintotheinforma0ontheyarelookingfor.

8

Selec0ngthedata

ü Whatdatadowealreadyprovideonourwebsite?

ü  Isitprovidedinawaythatisusefultoourcustomers?

ü Whatarethefrequentlyaskedques0onsconcerningthedata?

ü Arethereques0onswearecurrentlyunabletoanswer?

ü Doweneedtocombineaddi0onaldatatoreduceques0ons?

ü Whatdatadousersfindmostconfusing?

ü  IsthereabePerwaytopresentourcurrentdata?

9

Datafromourwebsiteü TheDepartmenthas13yearsofsurveydataforbusinessestakingcertaintaxpreferences.

ü Thereisbroadinterestinthisdata.

ü Wereceiveques0onsfromthemedia,Legislature,lobbyists,andgeneralpublicaboutthisdata.

ü Youcanopenoneyearofdataata0me,soitsdifficulttoanalyzeover0me.

hPps://fortress.wa.gov/dor/efile/MyAccount/TaxIncen0vePublicDisclosure/

10

Datafromourwebsite

hPps://fortress.wa.gov/dor/efile/MyAccount/TaxIncen0vePublicDisclosure/SurveyPublicDisclosure.aspx?TaxYear=2016

11

Se_ngupthedataReformatdatafromcolumntoroworientedtable.Inthisexampleadd:•  Incen0veProgram•  Year•  AmountofBenefit

IncentiveProgramTax

Registration BusinessName YearAmountofBenefit

TimberIndustryB&OReducedRates 603610445 KAPSTONEKRAFTPAPERCORPORATION 2016 4147.61TimberIndustryB&OReducedRates 603610485 KAPSTONECONTAINERCORPORATION 2016 236.75TimberIndustryB&OReducedRates 603611215 CEDARRIVERFORESTPRODUCTSLLC 2016 162.87TimberIndustryB&OReducedRates 603613138 CALDWELLTIMBERINC 2016 33.41HighTechnologySales&UseTaxDeferral(CumulativeProjectsTotals)603615894 APTEVOTHERAPEUTICSINC 2016 639521HighTechnologySales&UseTaxDeferral(AnnualAmount) 603615894 APTEVOTHERAPEUTICSINC 2016 79940.13AerospaceFARPart145ReducedB&OTaxRate 603620539 PACIFICAEROTECHLLC 2016 7541.23AerospacePreproductionExpendituresB&OTaxCredit 603620904 SYNCRONESSINCORPORATED 2016 1024.11AerospaceProductDevelopmentReducedB&OTaxRate 603620904 SYNCRONESSINCORPORATED 2016 780.94TimberIndustryB&OReducedRates 604001347 FORKSFIBERINC 2016 858.11TimberIndustryB&OReducedRates 604003630 JSSAWMILLINGLLC 2016 14.76TimberIndustryB&OReducedRates 604004945 IFGSALESCORP 2016 15766.5TimberIndustryB&OReducedRates 604012261 WISSJOHNR 2016 630.98AerospaceProductDevelopmentReducedB&OTaxRate 604013923 MAESTROENGINEERINGLLC 2016 359.84AerospaceProductDevelopmentReducedB&OTaxRate 604014325 DATABASEDSOLUTIONSINC 2016 465.42TimberIndustryB&OReducedRates 604016670 NIPPONDYNAWAVEPACKAGINGCO 2016 250072.91HogFuelSales&UseTaxExemption(byfacility) 604016670 NIPPONDYNAWAVEPACKAGINGCO 2016 89145.02AerospaceManufacturersReducedB&OTaxRates 604022339 HARTWELLCORPORATION 2016 18164.95

12

PickingtherightchartDoyouwantto:ü Analyzedataover0me?

ü Comparevaluesandrank?

ü Understandthecorrela0onbetweenvaluesets?

ü Seethedistribu0onofyourdata,andhelpfindoutliers?

ü Showhowindividualpartsmakeupthewhole?

ü Presentgeographicdata?

Morethanonetypeofchartmayworkforyouranalysis.Tableauletsyouquicklyviewyourdataindifferentcharttypes.

13

Data as a table in Tableau

14

Oneclicktoshowdataasbubbles

15

Anotherclickforabarchart

16

Yetonemoreclicktoseeatreechart

17

Theresults

Userscanapplydifferentfilterstosee:

•  Totalbenefitofspecifictaxincen0ves.

•  Allbusinessesthathavetakenapar0culartaxincen0ve.

•  Whichbusinessessawthegreatesttaxbenefitinagivenyear.

•  Alltaxpreferencestakenbyaspecificbusiness.

https://fortress.wa.gov/dor/efile/MyAccount/TaxIncentivePublicDisclosure/SurveyPublicDisclosure.aspx?TaxYear=2015

https://public.tableau.com/profile/revenue#!/

18

Whatwehavelearned

Whilevisualiza0onsboostthevalueofthedataandreportsforcustomers,wehavelearned:

ü Sometypesofdataandsta0s0csdonotfitwellintovisualiza0ons.

ü Whendevelopingavisualiza0on,workwithdataexpertstodrawoutthemostcompellinginforma0on.

ü Aneduca0onandoutreachstrategyisimportantwhenunveilingnewvisualiza0ons.

ü Datavisualiza0onsdonotreplacedatatables.Instead,theyprovideanotherwaytoviewthedata.

19

TheTaxExemp0onStudyvisualiza0ongrabbedtheaPen0onofpolicythinktanks,legislators,taxprofessionalsandotherstateagencies,whowereimpressedthatitwassoeasytouseandboostedtaxdatatransparency.

20

21

Taxincen0vedatabypreferencetypeUsersmay:

ü Changeyeartoview

ü Hoveroverbubblesandbarstoseemoreinforma0on

ü Clickonabarorbubbletofilterincen0veprogramsforaspecifictypeofpreference.

22

Taxincen0vedatabyincen0veUsersmay:

ü Changeyeartoview

ü Hoveroverbubblesandbarstoseemoreinforma0on

ü Clickonabarorbubbletofilterincen0veprogramsforaspecifictypeofpreference.

Note:Inthisscreenshotthebluebubblewasclickedon.Thisfadesoutotherbubblesandbars,andfiltersthebusinessestojustlistthebusinessestakingthatincen0veandtheamountofbenefitreceived.

23

Taxincen0vedatabyyearThisviewprovidesaviewofallofthesummarizeddata.Itislessinterac0ve,howeverusersmay:ü Selectaspecificincen0vetoview

ü Hoveroverthebarcharttoviewaddi0onalinforma0on

24

ComparestateandlocaltaxesbystateThevisualiza0onallowsuserstocomparetaxesacrossthe50states.

Thisviewshowspersonalincomebystate.

Californiaisranked#1.

25

ComparestateandlocaltaxesbystateByaddingpopula0ontoourdata,weallowuserstoalsolookatpersonalincomepercapitabystate.

Connec0cutisnowranked#1.

26

ComparestateandlocaltaxesbystateIncludingfiltersinthevisualiza0onallowsuserstoquicklychangeviews,andcomparewhattheyfindofinterest.

27

ComparestateandlocaltaxesbystateOntheTaxRatestabuserscancomparetaxratesforthefollowingtaxes:

ü  Capitalgainstax

ü  CigarePetax

ü  Corporateincometax

ü  Gasolinetax

ü  Individualincometax

ü  Salestax

28

Comparestateandlocaltaxesbystate

ThisviewisforSalesTaxrates.

Thebarchartallowsausertoquicklyseehowmanystatesdonothaveasalestax.

Themapallowstheusertoeasilycomparetheirstatetostatesaroundthem.

29

HistoryofWashingtontaxesWereceivealotofques0onsabout:

ü  Whenataxfirstimposed

ü  Ratechangesover0me

ü  Collec0onsover0me

Whilewehadthisinforma0oninaspreadsheet,itdoesnotreadlikedata.

30

HistoryofWashingtontaxesThisvisualiza0onallowstheusertohoveroveracoloredcircleforanytaxtoreadabouttheselectedtaxchange.

31

HistoryofWashingtontaxesTheTaxHistoryTabletaballowsausertoviewalltaxes,orselectaspecifictax,andquicklyreadthroughallthemajorchangestothetax.

32

HistoryofWashingtontaxesWealsoprovideavisualiza0onofthetaxrateandcollec0onhistoryofnumeroustaxes.

Allofthedataisalsoprovidedinanewspreadsheetformat.

However,asimplechartoWenprovidesthemostimpact.

33

HistoryofWashingtontaxesThistableshowstherealestateexcisetaxcollec0ons.

ü  Youneedtolookateachnumbercomparedtoprevioustodeterminewhethercollec0onswereincreasing.

ü  Youwouldneedtoaddanothercolumntocalculatepercentgrowthtounderstandhowmuchthechangeis.

34

HistoryofWashingtontaxesWiththesimplechart:

ü  Alargeincreaseincollec0onsstandsoutfrom2005through2007

ü  TheimpactoftheGreatRecessiononrealestateexcisetaxcollec0onsisquicklyno0ced.

ü  Youcanseethatasof2016,collec0onshavenotreboundedtopre-recessionamounts.

35

Contactinforma0on

Kim Davis  Tax Policy Specialist  Research & Fiscal Analysis Washington State Department of Revenue Email: KimDa@dor.wa.gov Phone: (360) 534-1508

36

Ques0ons?