🎯Hubert Dulay - Collected Quotes

"A data fabric is a pattern that is very similar to a data mesh in that both provide solutions encompassing data governance and self-service: discovery, access, security, integration, transformation, and lineage. [...] In simple terms, a data fabric is a metadriven means of connecting disparate sets of data and related tools to provide a cohesive data experience and to deliver data in a self-service manner." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"A data fabric is an architectural approach to provide data access across multiple technologies and platforms, and is based on a technology solution. One key contrast is that a data mesh is much more than just technology: it is a pattern that involves people and processes. Instead of taking ownership of an entire data platform, as in a data fabric, the data mesh allows data producers to focus on data production, allows data consumers to focus on consumption, and allows hybrid teams to consume other data products, blend other data to create even more interesting data products, and publish these data products - with some data governance considerations in place." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"A domain has two main roles: data product engineer (or just data engineer) and the data product owner (or data product manager, or data steward). These roles can be the same or dedicated people in the domain. Data product owners must have a deep understanding of who their data consumers are, how the data is used, and what methods are used to consume the data. This will help ensure that the data products meet the needs of their use cases. Data product engineers are responsible for creating data products that are high quality, reliable, and usable by consumers. It should be possible to extend existing domain roles to include these domain roles with minimal effort." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Consumability is a very important requirement because it will directly affect the experience domain consumers will have in a streaming data mesh. If other domains cannot easily consume streaming data products, then they may opt out of the streaming data mesh and decide to build their own integrations by hand, bypassing any issues they encounter with the data mesh. Some factors to consider when ingesting data derivatives that will affect the consumability of other domains are as follows: (*) Lack of scalability (*) Lack of interoperability" (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Data governance creates access controls between the data product producer and consumer and provides metadata like schema definitions and lineages. In some cases, mastered data along with reference data may be relevant to the implementation. Data governance allows us to create appropriate access controls for these resources as well." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Data mesh is not completely decentralized. The data is decentralized in domains, but the mesh part of data mesh is not. Data governance is critical in building the mesh in a data mesh." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Domain-driven design (DDD) is the methodology that helps us understand complex domain models by connecting the data model itself to core business concepts. The understanding that emerges from DDD creates a foundation to designing distributed, microservice-based, client-facing applications. DDD connects the implementation of software and its components to an evolving and ever-changing data model. The domain is the world of the business you are working with and the problems you are trying to solve. This typically involves rules, processes, and existing systems that need to be integrated as part of your solution." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"In a data mesh, data is decentralized, while in a data fabric, centralization of data is allowed. And with data centralization like data lakes, you get the monolithic problems that come with it. Data mesh tries to apply a microservices approach to data by decomposing data domains into smaller and more agile groups." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"Since domains are used to create data products, and sharing data products across many domains ultimately builds a mesh of data, we need to ensure that the data being served follows some guidelines. Data governance involves creating and adhering to a set of global rules, standards, and policies applied to all data products and their interfaces to ensure a collaborative and interoperable data mesh community. These guidelines must be agreed upon among the participating data mesh domains." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"To overcome ambiguous domain challenges, each domain boundary must be distinct and explicit. Business area, processes, and data that belong together need to stay together. Additionally, each data domain should belong to one, and only one, Agile or DevOps team. Data integration points within a data domain should be manageable and understood by all team members." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"We recommend making domain boundaries concrete and immutable. This helps avoid lengthy discussions about who owns what data, and also prohibits teams from freely interpreting domain boundaries to suit their own needs. Creating a domain-oriented structure is a transition - not only for data, but for people and resources. When creating domain boundaries, resources may eventually align with other teams, disrupting and evolving the current team structure. The entire concept of data mesh is just as much about resource alignment as it is about data, so the realignment of resources should not be considered a roadblock as you go through this process." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"When building a data mesh, it is necessary to enable existing engineers in a domain to perform the tasks required. Domains have to capture data from their operational stores, transform (join or enrich, aggregate, balance) that data, and publish their data products to the data mesh. Self-service services are the “easy buttons” necessary to make data mesh easy to adopt with high usability. In summary, the selfservices enable the domain engineers to take on many of the tasks the data engineer was responsible for across all lines of the business. A data mesh not only breaks up the monolithic data lake, but also breaks up the monolithic role of the data engineer into simple tasks the domain engineers can perform." (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

"While a data mesh seeks to solve many of the same problems that a data fabric addresses - namely, the ability to address data in a single, composite data environment—the approach is different. While a data fabric enables users to create a single, virtual layer on top of distributed data, a data mesh further empowers distributed groups of data producers to manage and publish data as they see fit. Data fabrics allow for a low-to-no-code data virtualization experience by applying data integration within APIs that reside within the data fabric. The data mesh, however, allows for data engineers to write code for APIs with which to interface further. Without clearly defined boundaries, domains appear to be too interconnected, and ownership becomes either political or subject to interpretation. For instance, a large retailer most likely has multiple domains. [...]" (Hubert Dulay & Stephen Mooney, "Streaming Data Mesh", 2023)

🎯Anindita Mahapatra - Collected Quotes

"A data pipeline is an artifact of a data engineering process. It transforms raw data into data ready for analytics. These in turn help solve problems, aid support decisions, and make our lives more convenient. In some ways, it can be thought of as the stitch between the OLTP and OLAP systems. Data pipelines are sometimes referred to as ETL, which stands for extract, transform, load, and it has a variation called extract, load, transform (ELT). The main difference between the two is whether the incoming data is first saved to disk and then transformed (data wrangling) or vice versa. The processing is loosely referred to as ETL. Although, it is fair to say ELT is relevant in the context of Data Lakes and unstructured data, whereas ETL is used for Data Warehouses." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"A data silo is an isolated source of data that is only accessible to a single line of business (LOB) or department. It leads to inefficiencies, wasted resources, and obstacles in the form of incomplete data profiles and the inability to construct deep insights. [...] On the other hand, a data swamp is a large body of data that is ungoverned and unreliable. It is hard to find data and even harder to use it, which is why it's often used out of context. This is the opposite of data silos in the sense that the data is there and has been brought together, but because it has been done without adequate process and policy, it is as good as not being there. That would be a wasted investment." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"A model that has made it into production is a wonderful achievement! However, the journey does not stop there. There is a whole separate pipeline around model management. Over time, the model becomes stale and needs to be retrained. Yet another separate pipeline to monitor drift is needed. Model drift is often on account of data drift and is a signal to trigger a retraining process. This is where the champion model in production is compared against a new challenger version to see whether it is time to be replaced or not. Over time, it is important to be able to query what version exists in production, so that there is no confusion about which is the active one, which is the challenger, and which one needs to be promoted or rolled back. Many people have no idea what version is in production! This is where a central model registry that serves as the single source of truth for the models and their stages and versions is imperative." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Data-driven organizations exhibit a culture of analytics. This cannot be confined to just a few premiere groups but rather to the entire organization. There are both cultural and technical challenges to overcome and this is where people, processes, and tools need to come together to bring around sustainable changes. Every business needs a strategy for business transformation." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Data engineering is the process of converting raw data into analytics-ready data that is more accessible, usable, and consumable than its raw format. Modern companies are increasingly becoming data-driven, which means they use data to make business decisions to give them better insights into their customers and business operations. They can use these to improve profitability, reduce costs, and give them a competitive edge in the market. Behind the scenes, a series of tasks and processes are performed by a host of data personas who build reliable pipelines to source, transform, and analyze data so that it is a repeatable and mostly automated process." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Data governance refers to aligning all aspects of data strategy, business strategy, and compliance requirements. A three-pronged approach of people, policy, and process will provide oversight for all data operations from the time data touches a system to the point it leaves. Roles and responsibilities dictate who has access to what data, something that needs to be enforced and monitored. Data lineage is tracked to provide accountability for how data has been transformed at various steps. Delta's history functionality provides a good audit trail. A central catalog builds on top of it and provides a central place for defining the rules, enforcing them, and monitoring compliance via audit logs. Some of these catalogs have to be built and stitched together unless a managed platform that has taken care of these aspects is leveraged." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Data lakes have been in existence for a while now, so their need is no longer questioned. What is more relevant is the specifics of the solution's implementation. Consolidating all the siloed data by itself does not constitute a data lake. However, it is a starting point. Layering in governance makes the data consumable and is a step toward a curated data lake. Big data systems provide scale out of the box but force us to make some accommodations for data quality. Age-old aspects of transactional integrity were compromised on a distributed system because it was very hard to maintain ACID compliance. Due to this, BASE properties were favored. All of this was moving the needle in the wrong direction and from pristine data lakes we were moving toward data swamps, where the data could not be trusted and hence insights that were generated on the data could not be trusted either." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Lakehouse is a new architecture and data storage paradigm that combines the characteristics of both data warehouses and data lakes to create a unified basis for all types of use cases to be built on top of it. There is no need to move data around. Data is curated and remains in an open format and serves as the single source of truth (SSOT) for all the consumption layers. A modern data platform has needs that span traditional data warehouses, data lakes, machine learning systems, and streaming systems and there is some overlap among these systems. A Lakehouse offers features that span all four systems [...]" (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Many argue that model drift is best monitored by monitoring the data drift in incoming data and the drift in the generated features. As and when the ground truth is available, it is joined by some primary key criteria with the inference data in a Delta table. Again, the update and merge operation support in Delta makes this a breeze. Now the actual and predicted values of the inference data are computed to see how well the model is doing in terms of the quality of insight generation. The feature engineering pipeline is completely in-house and is easier to monitor for drift. The model interpretability may indicate that some columns contributing to the predictive power are incorrect, and it may be necessary to add or remove features. In such cases, a threshold of tolerance is violated, which signals a need for model retraining." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Metadata is critical in driving business value. It does this by facilitating innovation and collaboration among data teams, which indirectly helps mitigate risks such as misinterpretation and misrepresentation of data. Not only does it help ML practitioners discover the right datasets to use for their modeling exercises, but it also enables citizen data scientists to access the most valuable datasets, thereby ensuring the generation of timely and accurate insights." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Simply put, 'lakehouse' refers to an open data architecture that combines the best of data lakes and data warehouses on a single platform. At this point, it would be fair to say that a lakehouse is closer to a data lake than a data warehouse. In fact, it is an extension of your data lake to support all use cases, from BI to AI. All data science and ML personas who were shunted into downstream applications because the tools of their trade were so vastly different and can now share the same stage and have access to the same data as other data personas. This eliminates the need to stitch fragile systems together and leads to better data quality and end-to-end latencies since there is no need to copy data across disparate architectures." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Since data engineering is such a crucial field, you may be wondering who the main players are and what skill sets they possess. Building a data product involves several folks, all of whom need to come together with seamless handoffs to ensure a successful end product or service is created. It would be a mistake to create silos and increase both the number and complexity of integration points as each additional integration is a potential failure point." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"The main challenges include relentlessly chasing data issues that include schema and quality changes (data drift). Sometimes, fixing these issues can cause outages and delays to existing jobs. This is tied tightly to the underlying infrastructure, process, and technology and can be vulnerable to any changes there. For example, a temporary glitch in the cloud ecosystem will result in a failure of the data pipeline." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Traditional data lakes provide the necessary scalability, but not the real-time concurrency and latency needed for BI use cases. Delta comes to the rescue once again by providing performance at scale with a host of optimization techniques, such as caching, data compaction, and indexing. Previously, a subset of the curated data would be pushed to a warehouse to satisfy the latency and concurrency requirements of known queries. What this meant was that if a consumer needed a different access pattern or a slightly older dataset that was not available, they would have to request that their IT or data team get involved. This took data democratization a step backward. Ideally, we should allow people to access any data that they have privileges to. Delta Lake goes a step forward and allows BI tools to access data directly from the lake instead of accessing a sliver of the data in their expensive warehouses." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"Understanding modern data architectures and sound data engineering principles and practices are crucial to ensure that your AI and BI strategies are reliable and defensible. Generated insights are going to be as good as the quality of the underlying data, so the upfront effort put into understanding the data, modeling it, and transforming it per the business needs goes a long way to foster innovation, productivity, and agility in your data teams." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

"We are at the interesting conjunction of big data, the cloud, and artificial intelligence (AI), all of which are fueling tremendous innovation in every conceivable industry vertical and generating data exponentially. Data engineering is increasingly important as data drives business use cases in every industry vertical. You may argue that data scientists and machine learning practitioners are the unicorns of the industry, and they can work their magic for business. That is certainly a stretch of the imagination. Simple algorithms and a lot of good reliable data produce better insights than complicated algorithms with inadequate data." (Anindita Mahapatra, "Simplifying Data Engineering and Analytics with Delta", 2022)

📉Graphical Representation: Space (Just the Quotes)

"The zero of the scale should appear on every chart, and should shown by a heavy line carried across the sheet. If this is not done the reader may assume the bottom of the sheet to be zero and so be misled. The scale should be graduated from zero to a little over the maximum figure to be plotted on the charts, so that there will be a space between the highest peak on the curve and the top of the chart." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"A chart without a border line has several advantages. It is not limited to a designated area. The irregular white space surrounding it makes it more adaptable to any page size. It may be more readily placed either horizontally or vertically on the page, so long as the reduction in the size of the chart does not destroy legibility of lettering." (Mary E Spear, "Charting Statistics", 1952)

"Since the chief purpose of the nomogram is to make exact data available for operational use, its chief competitor is the table. Operational tables may break Ehrenberg's two-digit rule, since they are not used to detect general trends but to provide exact data for some operational purpose. The choice  between nomogram and table involves a complex tradeoff among cost, space, convenience, accuracy, and speed. These tradeoff situations provide one good reason why no one graphic format is suitable for all purposes. Of course, there can be good methods (sarisfying solutions) for particular cases." (Michael Macdonald-Ross, "Graphics in Texts", Review of Research in Education Vol. 5, 1977)

"An especially effective device for enhancing the explanatory power of time-series displays is to add spatial dimensions to the design of the graphic, so that the data are moving over space (in two or three dimensions) as well as over time. […] Occasionally graphics are belligerently multivariate, advertising the technique rather than the data." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Graphical excellence is the well-designed presentation of interesting data - a matter of substance, of statistics, and of design. Graphical excellence consists of complex ideas communicated with clarity, precision, and efficiency. Graphical excellence is that which gives to the viewer the greatest number of ideas in the shortest time with the least ink in the smallest space. Graphical excellence is nearly always multivariate. And graphical excellence requires telling the truth about the data." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"A time series is a special case of the broader dependent-independent variable category. Time is the independent variable. One important property of most time series is that for each time point of the data there is only a single value of the dependent variable; there are no repeat measurements. Furthermore, most time series are measured at equally-spaced or nearly equally-spaced points in time." (William S Cleveland, "The Elements of Graphing Data", 1985)

"Binning has two basic limitations. First, binning sacrifices resolution. Sometimes plots of the raw data will reveal interesting fine structure that is hidden by binning. However, advantages from binning often outweigh the disadvantage from lost resolution. [...] Second, binning does not extend well to high dimensions. With reasonable univariate resolution, say 50 regions each covering 2% of the range of the variable, the number of cells for a mere 10 variables is exceedingly large. For uniformly distributed data, it would take a huge sample size to fill a respectable fraction of the cells. The message is not so much that binning is bad but that high dimensional space is big. The complement to the curse of dimensionality is the blessing of large samples. Even in two and three dimensions having lots of data can bc very helpful when the observations are noisy and the structure non-trivial." (Daniel B Carr, "Looking at Large Data Sets Using Binned Data Plots", [in "Computing and Graphics in Statistics"] 1991)

"Many of the applications of visualization in this book give the impression that data analysis consists of an orderly progression of exploratory graphs, fitting, and visualization of fits and residuals. Coherence of discussion and limited space necessitate a presentation that appears to imply this. Real life is usually quite different. There are blind alleys. There are mistaken actions. There are effects missed until the very end when some visualization saves the day. And worse, there is the possibility of the nearly unmentionable: missed effects." (William S Cleveland, "Visualizing Data", 1993)

"In preparing bar charts, make certain that the space separating the bars is smaller than the width of the bars. Use the most contrasting color or shading to emphasize the important item, thereby reinforcing the message title." (Gene Zelazny. "Say It with Charts: The executive’s guide to visual communication" 4th Ed., 2001)

"The suggestions for making the most of bar charts also apply to column charts: make the space between the columns smaller than the width of the columns; and use color or shading to emphasize one point in time more than others or to distinguish, say, historical from projected data." (Gene Zelazny. "Say It with Charts: The executive’s guide to visual communication" 4th Ed., 2001)

"Coordinates are sets that locate points in space. These sets are usually numbers grouped in tuples, one tuple for each point. Because spaces can be defined as sets of geometric objects plus axioms defining their behavior, coordinates can be thought of more generally as schemes for mapping elements of sets to geometric objects." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

"[...] the First Principle for the analysis and presentation data: 'Show comparisons, contrasts, differences'. The fundamental analytical act in statistical reasoning is to answer the question "Compared with what?". Whether we are evaluating changes over space or time, searching big data bases, adjusting and controlling for variables, designing experiments , specifying multiple regressions, or doing just about any kind of evidence-based reasoning, the essential point is to make intelligent and appropriate comparisons. Thus visual displays, if they are to assist thinking, should show comparisons." (Edward R Tufte, "Beautiful Evidence", 2006)

"Closely spaced lines produce moiré vibration, usually at its worst when data-lines (the figure) and spaces (the ground) between data-lines are approximately equal in size, and also when figure and ground contrast strongly in color value." (Edward R Tufte, "Beautiful Evidence", 2006)

"Most techniques for displaying evidence are inherently multimodal, bringing verbal, visual. and quantitative elements together. Statistical graphics and maps arc visual-numerical fields labeled with words and framed by numbers. Even an austere image may evoke other images, new or remembered narrative, and perhaps a sense of scale and quantity. Words can simultaneously convey semantic and visual content, as the nouns on a map both name places and locate them in the two - space of latitude and longitude." (Edward R Tufte, "Beautiful Evidence", 2006)

"The notion of outcomes covering a space is a very useful mental image, as it ties in strongly with the use of Venn diagrams and tables for clarifying the nature of possible events resulting from a trial. There are two important aspects to this. First, when enumerating the various outcomes that comprise an event, the number of (equally. likely) outcomes should correspond, visually, with the area of that part of the diagram represented by the event in question - the greater the probability, the larger the area. Secondly, where events overlap (for example, when rolling a die, consider the two events 'getting an even score' and 'getting a score greater than 2' ), the various regions in the Venn diagram help to clarify the various combinations of events that might occur." (Alan Graham, "Developing Thinking in Statistics", 2006)

"Radar charts are almost always the result either of space-saving attempts or of doubtful theories about the desirability of 'symmetrical' plots, in which scores on all dimensions are similar, so giving an approximation to a circle. Their scales offer unlimited scope for manipulation in achieving this lunatic ambition." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"There are some chart types that occasionally appear in print but are so bad that they serve neither honesty nor deceit. Among these monuments to human ingenuity at the expense of common sense are the concentric donut and overlapping segments. The concentric donut is really just a bar or column chart bent back on itself to save space. However as anyone who has ever watched a two or four hundred metre race will know, to make sense of the order of arrival at the tape you have to stagger the start to take account of the bend in the track. Blithely ignoring this problem, the concentric donut uses to diminish the difference between the inner and the outer absolute values by anything up to 2.5 times." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"Mosaic plots become more difficult to read for variables with more than two or three categories. One way out is to assign a constant space for all possible crossings of categories. This way, the data from the r×c table are plotted in a table-like layout. Whereas this regular layout makes it much easier to compare values across rows and columns, the plot space is used less efficiently than in a mosaic plot." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"One big advantage of parallel coordinate plots over scatterplot matrices. (i.e., the matrix of scatterplots of all variable pairs) is that parallel coordinate plots need less space to plot the same amount of data. On the other hand, parallel coordinate plots with p variables show only p − 1 adjacencies. However, adjacent variables reveal most of the information in a parallel coordinate plot. Reordering variables in a parallel coordinate plot is therefore essential." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009) 

"Shingling is the process of dividing a continuous variable into - possibly overlapping - intervals in order to convert a continuous variable into a discrete variable. Shingling is quite different from conditioning on categorical variables. Overlapping shingles/intervals lead to multiple representation of data within a trellis display, which is not the case for categorical variables. Furthermore, it is challenging to judge which intervals/cases have been chosen to build a shingle. Trellis displays represent the shingle interval visually by an interval of the strip label. Although no plotting space is wasted, the information on the intervals is difficult to read from the strip label. Despite these drawbacks, there is a valid motivation for shingling […]." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009) 

"The data [in tables] should not be so spaced out that it is difficult to follow or so cramped that it looks trapped. Keep columns close together; do not spread them out more than is necessary. If the columns must be spread out to fit a particular area, such as the width of a page, use a graphic device such as a line or screen to guide the reader’s eye across the row." (Dennis K Lieu & Sheryl Sorby, "Visualization, Modeling, and Graphics for Engineering Design", 2009)

"Trellis displays introduce the concept of shingling. Shingling is the process of dividing a continuous variable into - possibly overlapping - intervals in order to convert a continuous variable into a discrete variable. Shingling is quite different from conditioning on categorical variables. Overlapping shingles/intervals lead to multiple representation of data within a trellis display, which is not the case for categorical variables. Furthermore, it is challenging to judge which intervals/cases have been chosen to build a shingle. Trellis displays represent the shingle interval visually by an interval of the strip label. Although no plotting space is wasted, the information on the intervals is difficult to read from the strip label. Despite these drawbacks, there is a valid motivation for shingling," (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Be aware that bar charts provide ample opportunities for chart junk. The space within the bars is enticingly empty and it is tempting to put images or textures in the background. Some designers even swap out the standard bars for graphics." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"The amount of information rendered in a single financial graph is easily equivalent to thousands of words of text or a page-sized table of raw values. A graph illustrates so many characteristics of data in a much smaller space than any other means. Charts also allow us to tell a story in a quick and easy way that words cannot." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"Sparklines aren't necessarily a variation on the line chart, rather, a clever use of them. [...] They take advantage of our visual perception capabilities to discriminate changes even at such a low resolution in terms of size. They facilitate opportunities to construct particularly dense visual displays of data in small space and so are particularly applicable for use on dashboards." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"Area can also make data seem more tangible or relatable, because physical objects take up space. A circle or a square uses more space than a dot on a screen or paper. There’s less abstraction between visual cue and real world." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"A space-filling layout has the property that it fills all available space in the view, as the name implies. [...] ne advantage of space-filling approaches is that they maximize the amount of room available for color coding, increasing the chance that the colored region will be large enough to be perceptually salient to the viewer. A related advantage is that the available space representing an item is often large enough to show a label embedded within it, rather than needing more room off to the side. In contrast, one disadvantage of space-filling views is that the designer cannot make use of white space in the layout; that is, empty space where there are no explicit visual elements. Many graphic design guidelines pertain to the careful use of white space for many reasons, including readability, emphasis, relative importance, and visual balance." (Tamara Munzner, "Visualization Analysis and Design", 2014)

"As with all design problems, vis design cannot be easily handled as a simple process of optimization because trade-offs abound. A design that does well by one measure will rate poorly on another. The characterization of trade-offs in the vis design space is a very open problem at the frontier of vis research." (Tamara Munzner, "Visualization Analysis and Design", 2014)

"Parallel coordinates visually encode data using two dimensions of spatial position. Of course, any individual axis requires only one spatial dimension, but the second dimension is used to lay out multiple axes. The scalability is high in terms of the number of quantitative attribute values that can be discriminated, since the high precisionchannel of planar spatial position is used. The exact number is roughly proportional to the screen space extent of the axes, in pixels. The scalability is moderate in terms of number of attributes that can be displayed: dozens is common. As the number of attributes shown increases, so does the width required to display them, so a parallel coordinates display showing many attributes is typically a wide and flat rectangle. Assuming that the axes are vertical, then the amount of vertical screen space required to distinguish position along them does not change, but the amount of horizontal screen space increases as more axes are added. One limit is that there must be enough room between the axes to discern the patterns of intersection or parallelism of the line  segments that pass between them." (Tamara Munzner, "Visualization Analysis and Design", 2014)

"Decision trees are also discriminative models. Decision trees are induced by recursively partitioning the feature space into regions belonging to the different classes, and consequently they define a decision boundary by aggregating the neighboring regions belonging to the same class. Decision tree model ensembles based on bagging and boosting are also discriminative models." (John D Kelleher et al, "Fundamentals of Machine Learning for Predictive Data Analytics: Algorithms, Worked Examples, and Case Studies", 2015)

"One thing to keep in mind with a table is that you want the design to fade into the background, letting the data take center stage. Don’t let heavy borders or shading compete for attention. Instead, think of using light borders or simply white space to set apart elements of the table." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"When we’re at the point of communicating our analysis to our audience, we really want to be in the explanatory space, meaning you have a specific thing you want to explain, a specific story you want to tell - probably about those two pearls." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"Linking is a powerful dynamic interactive graphics technique that can help us better understand high-dimensional data. This technique works in the following way: When several plots are linked, selecting an observation's point in a plot will do more than highlight the observation in the plot we are interacting with - it will also highlight points in other plots with which it is linked, giving us a more complete idea of its value across all the variables. Selecting is done interactively with a pointing device. The point selected, and corresponding points in the other linked plots, are highlighted simultaneously. Thus, we can select a cluster of points in one plot and see if it corresponds to a cluster in any other plot, enabling us to investigate the high-dimensional shape and density of the cluster of points, and permitting us to investigate the structure of the disease space." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"A time series is a sequence of values, usually taken in equally spaced intervals. […] Essentially, anything with a time dimension, measured in regular intervals, can be used for time series analysis." (Andy Kriebel & Eva Murray, "#MakeoverMonday: Improving How We Visualize and Analyze Data, One Chart at a Time", 2018)

"Ideally, the charts are designed in a way that gives your audience clarity and lets them understand the key insights very quickly. Color choices, highlighting, annotations, and other ways of drawing attention to your findings help in the process. By leaving white or blank space around your charts, you are able to keep the focus of your audience on the key message rather than distracting or confusing them." (Andy Kriebel & Eva Murray, "#MakeoverMonday: Improving How We Visualize and Analyze Data, One Chart at a Time", 2018)

"Simplicity in design can be recognized in visualizations that are clear, easy to understand, uncluttered, and impactful. Nonessential items are removed from these visualizations so that the data stands out, giving it space and removing distractions. Simplicity in design pays careful attention to the overall layout and positioning of individual components, the balance of charts and text elements, and the choice of colors, fonts, and icons, as well as the clarity with which all of these elements communicate to the audience." (Andy Kriebel & Eva Murray, "#MakeoverMonday: Improving How We Visualize and Analyze Data, One Chart at a Time", 2018)

"The radial bar chart, also called the polar bar chart, arranges the bars to radiate outward from the center of a circle. This graph lies lowers on the perceptual ranking list because it is harder to compare the heights of the bars arranged around a circle than when they are arranged along a single flat axis. But this layout does allow you to fit more values in a compact space, and makes the radial bar chart well-suited for showing more data, frequent changes (such as monthly or daily), or changes over a long period of time." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

"A semantic approach to visualization focuses on the interplay between charts, not just the selection of charts themselves. The approach unites the structural content of charts with the context and knowledge of those interacting with the composition. It avoids undue and excessive repetition by instead using referential devices, such as filtering or providing detail-on-demand. A cohesive analytical conversation also builds guardrails to keep users from derailing from the conversation or finding themselves lost without context. Functional aesthetics around color, sequence, style, use of space, alignment, framing, and other visual encodings can affect how users follow the script." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Like multimodal reading, data literacy relies on both primary literacy skills and numeracy skills to truly make sense of the third layer: reading and understanding graphs. Charts codify numbers visually into parameters, using stylized marks to embed additional layers of meaning and space to provide quantitative relationships. Beyond the individual chart, data visualizations create ensembles of charts." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Maps are a type of chart that can convey relationships about space and relationships between objects that we relate to in the real world. Their effectiveness as a communication medium is strongly influenced by a host of factors: the nature of spatial data, the form and structure of representation, their intended purpose, the experience of the audience, and the context in the time and space in which the map is viewed. In other words, maps are a ubiquitous representation of spatial information that we can understand and relate to." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Positive and negative space help create balance, but they also draw interest." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"The sizes of charts in space reflect how we convey information to a reader. In a dashboard context, the content, size, and space that the various charts occupy should reflect the form and function of the main message. As you saw with the bento box metaphor from the introduction, there needs to be deliberate thought put into the placement and size of each individual chart so that they all work together in harmony." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

⚡️Jeroen ter Heerdt - Collected Quotes

"After the table is loaded or refreshed, the results for calculated tables and calculated columns are locked in and cannot be changed until the table is refreshed. The results are precomputed and aren’t dynamically determined. Most often, calculated tables are relatively easy to understand, precisely because you can inspect the DAX statement and predict the results. The same statement always returns the same result for the same parameters until the table is refreshed." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Another issue is that it’s extremely difficult in DAX to reliably and definitively refer to a value from an earlier (or later) row. These relative or absolute shifts from the current evaluation position are possible but surprisingly hard to do. After all, you’re looking at a visual on your screen that shows data in a certain order, so it makes sense that you think that it should be easy to refer to an earlier (or later) row. However, if you try to do so, you’ll soon discover DAX doesn’t work that way. This is because DAX statements are evaluated in the model, which does not sort the data in the same way as the data is sorted in your visual. For all you know, that row that was at the top of your visual, is somewhere in the middle of the data when the DAX is evaluated, so the whole idea of referring to an earlier or later row is meaningless." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Calculated columns are most often used to perform row-by-row calculations within a table - for example, to obtain the difference between two columns for each row. Calculated columns are static, meaning they’re calculated when the table is first loaded or refreshed, and their results cannot be changed until the table is refreshed again." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Calculation groups can help reduce the number of redundant measures using the same filter expression. Calculation groups provide a way to change the type of calculation without adding another measure to the model. In this way, you can avoid adding more measures and duplicating logic in multiple measures."  (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"[....] context transition happens in calculated columns, where a row context is present, and whenever you’re using a function that iterates over multiple values, such as SUMX. This last group of functions are conveniently called iterators." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Data may indeed be the new oil. But just like crude oil, data needs refining. It must be transformed into information. This is why we clean, combine, model, and visualize data. The output of all this work - whether you do it on your own, get some help, or use a (semi-)automatic process - includes reports and dashboards that provide insights into various aspects of the organization’s dealings, which decision-makers can then consume to make critical business decisions." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"DAX does not have any data connectors or ways to reach out to anything outside of Power BI to collect data. Therefore, all data must be connected to the semantic model first. After this has been done, you can use calculated tables to enrich your semantic model and apply calculations. Calculated tables let you add new tables based on data you loaded into the model. Instead of querying and loading values into your new table’s columns from a data source, you create a DAX formula to define the table’s values." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Measures Unlike calculated columns and calculated tables, measures aren’t precalculated or static. Their output is dynamically calculated as needed and is determined not only by their definition but also by the filter context in which they’re executed. The same definition can have a different meaning based on the filter context. Measures are evaluated within that filter context and often summarize multiple rows."(Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Power BI provides audit logs that contain information about all actions performed by users in the Power BI Service (cloud). Because this is limited to the web environment, nothing that occurs in Power BI Desktop is traced. The creation of visual calculations is also not traced as activity in audit logs but is covered in a generic activity named Update Report Content." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Roche's Maxim of Data Transformation, expressed by Matthew Roche of Microsoft, states that 'Data should be transformed as far upstream as possible, and as far downstream as necessary'. Upstream data is source data (for example, data in a database), whereas downstream data is data that has been transformed in some way (for example, data in a report). We mention this maxim because you can apply calculations to data that is upstream, downstream, or anywhere in between. [...] The further upstream you go, the closer to the origin of the data you are. The further downstream you go, the closer to the visualization on the report you are, like the lake at the bottom of the waterfall." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Row context can transform into filter context through a mechanism called context transition. Context transition takes any active row context and transforms it into a filter in the filter context. Multiple functions do this automatically." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Using CALCULATE can feel like riding a wild bull. You ride it, but you never feel fully in control." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Visual calculations are calculated in the context of the visual matrix. All model objects that are in the visual matrix can be used in a visual calculation. These can consist of columns from various tables, but also explicit measures saved in the model or implicit measures that are part of the visual." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Visual calculations are DAX calculations executed in the scope of a visual. They are by default executed on a row-by-row basis, much like a calculated column, but are calculated on the fly, like a measure. In contrast to both calculated columns and measures, visual calculations aren’t part of the semantic model in Power BI but instead are part of a visual, such as a chart. This means visual calculations don’t have to worry about filter context as much as measures need to do. In fact, the filter context is seen as external to the visual calculation on a visual. This doesn’t mean the visual calculation isn’t affected by or would ignore the filter context but rather that it’s applied on a different level. The filter context dictates what the measures and fields on the visual return, and the visual calculation takes those values as input for its evaluation. In other words, a visual calculation is only indirectly affected by filter context, not directly, the way a measure or field reference is." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"Visual calculations share behaviors with calculated columns and measures but also have important differences, particularly in how they can be used, where they are stored, and when they are computed. " (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"What makes DAX hard has little to do with the functions themselves. The problem is also not its syntax - although DAX is a functional language, which means it uses an “inside-out” syntax instead of the more commonly used “top-to-bottom” syntax that is most used in programming. This requires some rethinking, particularly if you are coming from a procedural programming background or if, for example, you have written macros in Excel. To read and understand a DAX statement, you must find the innermost piece, parse it, then go to the next layer, which takes the innermost piece as a parameter, and work your way outward [...]" (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

"While it might be tempting to think about row context as a special filter on your table, we recommend not doing that. The row context is not a type of filter; it simply indicates to DAX which row is currently responsible for providing the values to perform the calculation and where the result of the calculation should go. Whether a column in the table is used in a particular calculation is irrelevant; all columns of the table are part of the row context when a calculation is performed." (Jeroen ter Heerdt et al, "Microsoft Power BI Visual Calculations: Simplifying DAX", 2026)

📉Graphical Representation: Qualitative vs. Quantitative (Just the Quotes)

"A model is a qualitative or quantitative representation of a process or endeavor that shows the effects of those factors which are significant for the purposes being considered. A model may be pictorial, descriptive, qualitative, or generally approximate in nature; or it may be mathematical and quantitative in nature and reasonably precise. It is important that effective means for modeling be understood such as analog, stochastic, procedural, scheduling, flow chart, schematic, and block diagrams." (Harold Chestnut, "Systems Engineering Tools", 1965)

"An organization chart is a graphic device that uses pictorial methods to show qualitative information about an organization. [...] The organization chart can be used to show one or more of three things: (1) What the various staff positions in the organization are, how they are structurally related to each other and the span of control and chain of command within the organization. (2) What the different units of the organization are and how they are arranged and related to each other. (3) What the various functions are within the organization and how they are organized and related." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Graphic charts are ways of presenting quantitative as well as qualitative information in an efficient and effective visual form. Numbers and ideas presented graphically are often more easily understood. remembered. and integrated than when they are presented in narrative or tabular form. Descriptions. trends. relationships, and comparisons can be made more apparent. Less time is required to present and comprehend information when graphic methods are employed. As the old truism states, 'One picture is worth a thousand words.'" (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Make the data stand out and avoid superfluity are two broad strategies that serve as an overall guide to the specific principles […] The data - the quantitative and qualitative information in the data region - are the reason for the existence of the graph. The data should stand out. […] We should eliminate superfluity in graphs. Unnecessary parts of a graph add to the clutter and increase the difficulty of making the necessary elements - the data - stand out." (William S Cleveland, "The Elements of Graphing Data", 1985)

"There is a technical difference between a bar chart and a histogram in that the number represented is proportional to the length of bar in the former and the area in the latter. This matters if non-uniform binning is used. Bar charts can be used for qualitative or quantitative data, whereas histograms can only be used for quantitative data, as no meaning can be attached to the width of the bins if the data are qualitative." (Roger J Barlow, "Statistics: A guide to the use of statistical methods in the physical sciences", 1989)

"A combination of graphical and tabular presentations may be used to good advantage. The former illustrates most effectively qualitative characteristics (e.g., changes of data with time or sequence) while the latter is the best means to present quantitative information." (Cheryl Cihon & John K Taylor, "Statistical Techniques for Data Analysis" 2nd. ed., 2005)

"We need [graphic] techniques because figures do not speak for them. selves. Numbers alone seldom make a convincing case or polish their author's image - the twin goals of that other great mind bender, rhetoric. While rhetoric deals in qualitative argument, its quantitative equivalent is graphics. As rhetoric has declined in popularity, so graphics have risen along with our acceptance of quantitative arguments. In graphics, figures finally find their own means of expression." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"Diagrams are information graphics that are made up primarily of geometric shapes, such as rectangles, circles, diamonds, or triangles, that are typically" (but not always) interconnected by lines or arrows. One of the major purposes of a diagram is to show how things, people, ideas, activities, etc. interrelate and interconnect. Unlike quantitative charts and graphs, diagrams are used to show interrelationships in a qualitative way." (Robbie T Nakatsu, "Diagrammatic Reasoning in AI", 2010)

"Data analytics is a powerful tool to increase the likelihood that you have the right problem. Both quantitative and qualitative data serve a purpose in supporting a hypothesis. They allow you to objectively measure and identify patterns and relationships." (Shonna D Watters et al, "The Practical Guide for HR Analytics: Using data to inform, transform, and empower HR decisions", 2019)

"The one unique characteristic that separates a data story from other types of stories is its fundamental basis in data. [...] The building blocks of every data story are quantitative or qualitative data, which are frequently the results of an analysis or insightful observation. Because each data story is formed from a collection of facts, each one represents a work of nonfiction. While some creativity may be used in how the story is structured and delivered, a true data story won’t stray too far from its factual underpinnings. In addition, the quality and trustworthiness of the data will determine how credible and powerful the data story is." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

📉Graphical Representation: Relations (Just the Quotes)

"There is no doubt that graphical expression will soon replace all others whenever one has at hand a movement or change of state - in a word, any phenomenon. Born before science, language is often inappropriate to express exact measures or definite relations." (Étienne-Jules Marey, "La méthode graphique dans les sciences expérimentales et principalement en physiologie et en médecine", 1878)

"[...] we can not readily break up a complicated problem into successive steps which can be taken independently. We have, in fact, to solve the problem first, by determining what are the actual mutual relations of the classes involved, and then to draw the circles to represent this final result; we cannot work step-by-step towards the conclusion by aid of our figures." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"[…] it must be noticed that these diagrams do not naturally harmonize with the propositions of ordinary life or ordinary logic. […] The great bulk of the propositions which we commonly meet with are founded, and rightly founded, on an imperfect knowledge of the actual mutual relations of the implied classes to one another. […] one very marked characteristic about these circular diagrams is that they forbid the natural expression of such uncertainty, and are therefore only directly applicable to a very small number of such propositions as we commonly meet with." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"Whereas the Eulerian plan endeavoured at once and directly to represent propositions, or relations of class terms to one another, we shall find it best to begin by representing only classes, and then proceed to modify these in some way so as to make them indicate what our propositions have to say. How, then, shall we represent all the subclasses which two or more class terms can produce? Bear in mind that what we have to indicate is the successive duplication of the number of subdivisions produced by the introduction of each successive term. and we shall see our way to a very important departure from the Eulerian conception. All that we have to do is to draw our figures, say circles, so that each successive one which we introduce shall intersect once, and once only, all the subdivisions already existing, and we then have what may be called a general framework indicating every possible combination producible by the given class terms." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"[…] deduction consists in constructing an icon or diagram the relations of whose parts shall present a complete analogy with those of the parts of the object of reasoning, of experimenting upon this image in the imagination, and of observing the result so as to discover unnoticed and hidden relations among the parts." (Charles S Peirce, 1885)

"Deduction is that mode of reasoning which examines the state of things asserted in the premises, forms a diagram of that state of things, perceives in the parts of the diagram relations not explicitly mentioned in the premises, satisfies itself by mental experiments upon the diagram that these relations would always subsist, or at least would do so in a certain proportion of cases, and concludes their necessary, or probable, truth." (Charles S Peirce, "Kinds of Reasoning", cca. 1896)

"Statistics are numerical statements of facts in any department of inquiry, placed in relation to each other; statistical methods are devices for abbreviating and classifying the statements and making clear the relations." (Arthur L Bowley, "An Elementary Manual of Statistics", 1934)

"Although the pie or sector chart ranks very high in popular appeal, it is held in rather low esteem by many specialists in graphic presentation. Since the pie chart possesses more weaknesses perhaps than most graphic forms, it is especially important to observe proper discretion in its construction and application. The pie chart is used to portray component relations. The various sectors of a circle represent component parts of an aggregate or total." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"A system may be specified in either of two ways. In the first, which we shall call a state description, sets of abstract inputs, outputs and states are given, together with the action of the inputs on the states and the assignments of outputs to states. In the second, which we shall call a coordinate description, certain input, output and state variables are given, together with a system of dynamical equations describing the relations among the variables as functions of time. Modern mathematical system theory is formulated in terms of state descriptions, whereas the classical formulation is typically a coordinate description, for example a system of differential equations." (E S Bainbridge, "The Fundamental Duality of System Theory", 1975)

"If you want to dramatize comparisons in relation to the whole. use a pie chart. If you want to add coherence to the narrative, the pie chart also helps because it depicts a whole. If your main interest is in stressing the relationship of one factor to another, use bar charts. If you wish to achieve all these effects. you can use either type of chart. and decide on the basis of which one is more aesthetically or pictorially interesting." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"In order to be easily understood, a display of information must have a logical structure which is appropriate for the user's knowledge and needs, and this structure must be clearly represented visually. In order to indicate structure, it is necessary to be able to eemphasiz, divide and relate items of information. Visual emphasis can be used to indicate a hierarchical relationship between items of information, as in the case of systems of headings and subheadings for example. Visual separation of items can be used to indicate that they are different in kind or are unrelated functionally, and similarly a visual relationship between items will imply that they are of a similar kind or bear some functional relation to one another. This kind of visual 'coding' helps the reader to appreciate the extent and nature of the relationship between items of information, and to adopt an appropriate scanning strategy." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

🤖〽️Prompt Engineering: Copilot Unabridged (Part 212: How Multi‑Modal Stressors Enable Holistic Evaluation Through Incomplete or Corrupted Inputs in AI Models)

Prompt Engineering Series

Prompt: "write a post of 600 words on how to use multi‑modal stressors for holistic evaluation in which stress testing reflects the complexity through incomplete or corrupted inputs in AI models"

Introduction

As Artificial Intelligence (AI) systems expand into multi‑modal architectures - processing text, images, audio, diagrams, tables, and code - their vulnerabilities become more complex. Real‑world environments rarely present clean, perfectly aligned inputs. Instead, models must interpret incomplete, corrupted, or partially contradictory signals across modalities. This is where multi‑modal stressors become essential. By deliberately introducing degraded or inconsistent inputs, evaluators can observe how the model prioritizes signals, how it compensates for missing information, and where its reasoning begins to break down.

Incomplete or corrupted inputs matter because each modality activates different representational pathways. Text relies on linguistic priors; images rely on spatial embeddings; audio relies on temporal patterns; code relies on structural logic. When one modality is degraded, the model must decide whether to rely more heavily on the remaining modalities or attempt to reconstruct the missing information. That decision exposes its internal hierarchy of cues, a central theme in instruction‑priority testing.

One of the simplest multi‑modal stressors is the partially corrupted image. For example, an image may be blurred, occluded, or missing key regions, while the accompanying text describes a scene that may or may not match the visible content. This tests whether the model over‑trusts visual fragments or defaults to textual interpretation. The result reveals how the model resolves conflicts between incomplete sensory input and linguistic cues - an essential capability for real‑world robustness.

A more advanced technique involves cross‑signal incompleteness, where each modality is missing different pieces of information. For example:

• The text describes an event but omits the key actor.
• The image shows the actor but hides the action.
• The audio clip provides environmental noise but no speech.

The model must integrate these partial signals to form a coherent interpretation. This exposes whether the model can perform multi‑modal reconstruction, or whether it collapses into hallucination or over‑generalization - patterns often surfaced through weak‑point analysis.

Another powerful stressor is corrupted‑modality contradiction, where the corruption itself creates misleading cues. For example, a distorted audio clip may sound angry even though the text describes a calm conversation. Or a corrupted diagram may misalign labels, contradicting the accompanying explanation. These stressors force the model to determine whether the corruption is noise or signal. The model’s behavior reveals whether it can distinguish reliable from unreliable modalities, a key insight for holistic evaluation.

Incomplete inputs can also be used to test temporal resilience. A video clip may drop frames, skip segments, or freeze mid‑action, while the text describes a continuous sequence. The model must decide whether to trust the visual timeline or the textual narrative. This exposes how the model handles temporal reasoning, a capability often overlooked in single‑modality evaluation.

The most challenging multi‑modal stressors involve hybrid corrupted inputs, where multiple modalities degrade in different ways. For example:

• A table with missing values contradicts a narrative summary.
• A diagram with corrupted labels conflicts with a code snippet.
• An audio clip with static obscures key words while the text misidentifies the speaker.

These hybrid contradictions push the model into conceptual regions where no training example exists. The resulting behavior reveals the model’s cross‑modal arbitration strategy, a crucial insight for understanding its robustness.

Ultimately, multi‑modal stressors that use incomplete or corrupted inputs allow evaluators to move beyond surface‑level robustness. By introducing degradation across text, images, audio, diagrams, and structured data, we can map the deep architecture of model reasoning - how it prioritizes modalities, how it compensates for missing information, and where its internal logic becomes unstable. This is the next frontier of boundary‑stress evaluation: not just testing what the model can do, but testing how it behaves when the world becomes noisy, partial, and imperfect.

Disclaimer: The whole text was generated by Copilot (under Windows 11) at the first attempt. This is just an experiment to evaluate feature's ability to answer standard general questions, independently on whether they are correctly or incorrectly posed. Moreover, the answers may reflect hallucinations and other types of inconsistent or incorrect reasoning.

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🤖〽️Prompt Engineering: Copilot Unabridged (Part 211: How Multi‑Modal Stressors Enable Holistic Evaluation Through Cross‑Signal Conflicts in AI Models)

 

Prompt Engineering Series

Prompt: "write a post of 600 words on how to use multi‑modal stressors for holistic evaluation in which stress testing reflects the complexity through Cross‑signal conflicts in AI models"

Introduction

As Artificial Intelligence (AI) systems evolve into multi‑modal architectures - processing text, images, audio, diagrams, tables, and code - their vulnerabilities no longer reside solely in linguistic reasoning. True robustness requires the ability to reconcile cross‑signal conflicts, situations where different modalities provide competing or contradictory information. Multi‑modal stressors are designed to expose these weaknesses by forcing the model to arbitrate between signals that do not align. This approach produces a more holistic evaluation, revealing how the model prioritizes modalities, how it resolves ambiguity, and where its internal logic becomes unstable.

Cross‑signal conflicts matter because each modality activates distinct representational pathways. Text relies on linguistic priors; images rely on spatial and visual embeddings; audio relies on temporal patterns; code relies on structural logic. When these pathways align, the model behaves predictably. When they diverge, the model must choose which signal to trust. That choice exposes its internal hierarchy of cues, a central theme in instruction‑priority testing.

One of the simplest cross‑signal stressors is the modality mismatch. For example, a prompt may show an image of a crowded street but ask the model to describe the empty field in the picture. This tests whether the model prioritizes visual evidence or textual framing. The result reveals how the model resolves conflicts between sensory input and linguistic cues - an essential capability for real‑world robustness.

A more advanced technique involves signal‑layered contradictions, where each modality provides a different instruction or emotional tone. For example, the text may request a neutral description while the image contains emotionally charged content. Or the text may instruct the model to identify objects, while an accompanying audio clip describes a different scene entirely. These contradictions force the model to reconcile semantic, visual, and temporal signals simultaneously. The model’s resolution strategy reveals whether it treats one modality as dominant or attempts to blend them, often exposing weaknesses similar to those mapped through weak‑point analysis.

Another powerful stressor is cross‑modal task interference, where the model must perform two tasks that rely on incompatible modalities. For example:

• Analyze the sentiment of a paragraph while ignoring the contradictory emotional tone of an audio clip.
• Describe the structure of a diagram while following a textual instruction that mislabels its components.

These stressors test whether the model can maintain task boundaries when modalities compete for attention.

Cross‑signal conflicts can also be introduced through temporal misalignment, where modalities reference different timeframes. A video clip may show one sequence of events while the text describes a different timeline. The model must decide whether to anchor itself to the visual chronology or the textual narrative. This exposes how the model handles temporal reasoning, a capability often overlooked in single‑modality evaluation.

The most challenging multi‑modal stressors involve hybrid contradictions, where modalities interact in structurally incompatible ways. For example:

• A table that contradicts the narrative text.
• A diagram whose labels conflict with the code snippet below it.
• An audio clip that negates the instructions provided in text.

These hybrid contradictions push the model into conceptual regions where no training example exists. The resulting behavior reveals the model’s cross‑modal arbitration strategy, a key insight for holistic evaluation.

Ultimately, multi‑modal stressors allow evaluators to move beyond surface‑level robustness. By introducing cross‑signal conflicts across text, images, audio, diagrams, and structured data, we can map the deep architecture of model reasoning - how it prioritizes modalities, how it resolves cross‑channel conflicts, and where its internal logic becomes unstable. This is the next frontier of boundary‑stress evaluation: not just testing what the model can do, but testing how it behaves when the world becomes noisy, contradictory, and multi‑modal.

Disclaimer: The whole text was generated by Copilot (under Windows 11) at the first attempt. This is just an experiment to evaluate feature's ability to answer standard general questions, independently on whether they are correctly or incorrectly posed. Moreover, the answers may reflect hallucinations and other types of inconsistent or incorrect reasoning.

Previous Post <<||>> Next Post

🤖〽️Prompt Engineering: Copilot Unabridged (Part 210: How to Push Toward Extreme Edge Cases When Applying Incremental Escalation to Identify Breaking Points in AI Models)

 

Prompt Engineering Series

Prompt: "write a post of 600 words on how to push toward extreme edge cases when applying incremental escalation to identify breaking points in AI models""

Introduction

Incremental escalation is a powerful method for probing the limits of an Artificial Intelligence (AI) model’s reasoning. It begins gently - with clarity, mild ambiguity, and soft conflicts - but its true diagnostic value emerges only when the escalation reaches extreme edge cases. These edge cases are the outer boundary of the model’s conceptual stability. They reveal where reasoning collapses, where cue‑weighting becomes erratic, and where the model’s internal logic can no longer reconcile competing demands. But reaching these extremes requires a deliberate, stepwise approach.

The journey toward extreme edge cases begins with controlled destabilization. Early stages introduce mild ambiguity, structural complexity, and overlapping constraints. These steps loosen the model’s internal certainty and expose its interpretive tendencies. Once the model is already navigating tension, evaluators can begin pushing it toward high‑stress scenarios that sit at the edge of its training distribution.

One of the first ways to escalate toward extreme edge cases is through compound contradictions. Unlike simple contradictions, compound contradictions stack multiple incompatible requirements across different layers of the prompt. For example:

'Write a paragraph with no adjectives, but ensure every sentence contains at least three emotionally expressive descriptors.' 

This forces the model to reconcile mutually exclusive constraints across syntax, semantics, and tone. The model’s response reveals whether it prioritizes literal phrasing, emotional cues, or structural rules - a core theme in instruction‑priority testing.

Once compound contradictions are introduced, evaluators can escalate further by adding multi‑domain collisions. These prompts force the model to blend incompatible conceptual frameworks. For example:

'Explain a quantum mechanical process using the rules of medieval theology, while maintaining strict mathematical notation.' 

This pushes the model into conceptual regions where no training example exists. The resulting output exposes how the model interpolates across distant semantic clusters, a behavior often mapped through weak‑point analysis.

The next escalation step involves recursive instability, where the model must apply rules to its own output under shifting constraints. For example:

'Write a summary of your previous answer, but contradict every key point while preserving the original structure.' 

Recursive instability forces the model to track multiple layers of reasoning simultaneously. Failures here often indicate weaknesses in long‑range dependency tracking or self‑referential logic.

After recursion, evaluators can introduce contextual inversion, where the model must reverse its own assumptions mid‑task. For example:

'Begin with a highly technical explanation, then reinterpret everything you wrote as metaphorical fiction without changing the wording.' 

This inversion tests whether the model can maintain coherence when the interpretive frame shifts dramatically. It also reveals whether the model over‑anchors to initial context or adapts to new constraints.

The final escalation stage is full extreme edge‑case synthesis, where multiple stressors  - contradictions, domain collisions, recursive demands, and contextual inversions - are combined into a single prompt. These prompts are intentionally chaotic, designed to push the model beyond its conceptual stability. At this stage, the model’s breaking point becomes unmistakable. It may hallucinate, ignore constraints, collapse into generic output, or choose one instruction arbitrarily. The transition from partial coherence to full breakdown is the most informative moment in the entire escalation ladder.

Ultimately, pushing toward extreme edge cases is not about overwhelming the model. It is about mapping the outer boundary of its reasoning space. By escalating complexity step by step - ambiguity, conflict, contradiction, recursion, inversion, and finally extreme synthesis - evaluators can pinpoint exactly where the model’s internal logic becomes unstable. These insights are essential for building AI systems that remain predictable even under pressure, especially in environments where instructions are messy, contradictory, or adversarial.

Disclaimer: The whole text was generated by Copilot (under Windows 11) at the first attempt. This is just an experiment to evaluate feature's ability to answer standard general questions, independently on whether they are correctly or incorrectly posed. Moreover, the answers may reflect hallucinations and other types of inconsistent or incorrect reasoning.

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🤖〽️Prompt Engineering: Copilot Unabridged (Part 209: How Multi‑Modal Stressors Enable Holistic Evaluation Through Mixed‑Modality Contradictions in AI Models)

Prompt Engineering Series

Prompt: "write a post of 600 words on how to use multi‑modal stressors for holistic evaluation in which stress testing reflects the complexity through mixed‑modality contradictions in AI models"

Introduction

Most stress‑testing frameworks for AI models focus on text alone - contradictions in instructions, nested tasks, overlapping constraints, or adversarial phrasing. But modern Artificial Intelligence (AI) systems increasingly operate across multiple modalities: text, images, audio, code, diagrams, tables, and even hybrid formats. To evaluate these systems holistically, stress testing must evolve beyond single‑channel perturbations. This is where multi‑modal stressors come in. By introducing contradictions across modalities - rather than within a single one - we can expose deeper structural vulnerabilities that remain invisible in text‑only evaluation.

Multi‑modal stressors work because each modality activates different internal pathways in the model. Text relies on linguistic priors; images rely on visual embeddings; audio relies on temporal patterns; code relies on structural logic. When these pathways are aligned, the model behaves predictably. When they conflict, the model must choose which modality to trust. That choice reveals its internal hierarchy of cues, a central theme in instruction‑priority testing.

The simplest form of multi‑modal stressor is a cross‑modal mismatch, where one modality contradicts another. For example, a prompt may include an image of a cat but ask the model to describe the dog in the picture. This tests whether the model prioritizes visual evidence or textual framing. The result exposes how the model resolves conflicts between sensory input and linguistic cues - an ability essential for real‑world robustness.

A more advanced technique involves modality‑layered contradictions, where each modality provides a different instruction. For example, the text may instruct the model to summarize an image neutrally, while the image contains emotionally charged content. Or the text may request a formal explanation, while an accompanying diagram suggests a playful or metaphorical interpretation. These contradictions force the model to reconcile semantic, visual, and stylistic signals simultaneously. The model’s resolution strategy reveals whether it treats one modality as dominant or attempts to blend them, often exposing weaknesses similar to those mapped through weak‑point analysis.

Another powerful stressor is multi‑modal task interference, where the model must perform two tasks that rely on incompatible modalities. For example:

• Analyze the sentiment of a paragraph while ignoring the contradictory emotional tone of an accompanying audio clip.
• Describe the structure of a diagram while following a textual instruction that mislabels its components.

These stressors test whether the model can maintain task boundaries when modalities compete for attention.

Multi‑modal contradictions can also be introduced through temporal misalignment, where modalities reference different timeframes. For example, a video clip may show one sequence of events while the text describes a different timeline. The model must decide whether to anchor itself to the visual chronology or the textual narrative. This exposes how the model handles temporal reasoning, a capability often overlooked in single‑modality evaluation.

The most challenging multi‑modal stressors involve hybrid contradictions, where modalities interact in structurally incompatible ways. For example:

• A table that contradicts the narrative text.
• A diagram whose labels conflict with the code snippet below it.
• An audio clip that negates the instructions provided in text.

These hybrid contradictions push the model into conceptual regions where no training example exists. The resulting behavior reveals the model’s cross‑modal arbitration strategy, a key insight for holistic evaluation.

Ultimately, multi‑modal stressors allow evaluators to move beyond surface‑level robustness. By introducing contradictions across text, images, audio, diagrams, and structured data, we can map the deep architecture of model reasoning - how it prioritizes modalities, how it resolves cross‑channel conflicts, and where its internal logic becomes unstable. This is the next frontier of boundary‑stress evaluation: not just testing what the model can do, but testing how it behaves when the world becomes noisy, contradictory, and multi‑modal.

Disclaimer: The whole text was generated by Copilot (under Windows 11) at the first attempt. This is just an experiment to evaluate feature's ability to answer standard general questions, independently on whether they are correctly or incorrectly posed. Moreover, the answers may reflect hallucinations and other types of inconsistent or incorrect reasoning.

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🤖〽️Prompt Engineering: Copilot Unabridged (Part 208: How to Introduce Adversarial Noise During Incremental Escalation to Identify Breaking Points in AI Models)

 

Prompt Engineering Series

Prompt: "write a post of 600 words on the impact of consistent and high‑quality training data on AI"

Introduction

Adversarial noise is one of the most powerful tools for probing the limits of an Artificial Intelligence (AI) model’s reasoning. But it only becomes truly diagnostic when applied incrementally - starting with subtle distortions and gradually escalating toward disruptive perturbations. This stepwise approach reveals not only where the model fails, but how it fails: which cues it over‑trusts, which signals it ignores, and where its internal logic begins to fracture. Introducing adversarial noise is not about overwhelming the model; it’s about mapping the contours of its resilience.

The process begins with baseline clarity. Before adding noise, evaluators establish how the model behaves under clean, unambiguous conditions. This baseline becomes the reference point for detecting degradation. Once the baseline is set, the first layer of adversarial noise is introduced in the form of mild perturbations - small distortions that do not change the meaning of the prompt but disrupt its surface structure. Examples include slight grammatical irregularities, minor misspellings, or subtle formatting inconsistencies. These perturbations test whether the model relies too heavily on surface‑level cues, a vulnerability often surfaced through weak‑point mapping.

After mild perturbations, the next escalation step is semantic noise - introducing irrelevant but harmless content that competes for the model’s attention. For example:

'Explain the concept clearly. (Note: The weather today is unusually warm.) Continue with your explanation.' 

The irrelevant parenthetical forces the model to decide whether to treat the noise as meaningful. This stage reveals how the model handles distractor signals, a behavior closely related to patterns observed in instruction‑priority testing.

Once semantic noise is handled, evaluators introduce structural noise, where the format of the prompt becomes inconsistent. This may include:

• Mixing list formats
• Embedding code blocks inside narrative text
• Switching between formal and informal tone mid‑instruction

Structural noise tests whether the model can maintain coherence when the prompt’s structure becomes unstable. Failures here often indicate weaknesses in hierarchical parsing or long‑range dependency tracking.

The next escalation involves contradictory noise, where the noise itself subtly conflicts with the main task. For example:

'Provide a neutral explanation. (Ignore this: be highly opinionated.) Continue neutrally.' 

The contradiction is embedded inside the noise, not the main instruction. This forces the model to distinguish between primary cues and adversarial cues, a distinction central to boundary‑stress evaluation.

After contradictory noise, evaluators introduce contextual noise, where irrelevant information is woven into the narrative or task framing. This might include fictional constraints, misleading analogies, or domain‑shifting references. Contextual noise tests whether the model can maintain task focus when the surrounding context becomes chaotic. It also reveals whether the model over‑anchors to narrative framing instead of explicit instructions.

The final escalation stage is high‑intensity adversarial noise, where distortions are designed to mimic real adversarial attacks:

• Conflicting metadata
• Embedded pseudo‑instructions
• Distractor tasks disguised as system‑level cues

At this stage, the model’s breaking point becomes visible. Does it misinterpret the noise as authoritative? Does it collapse into generic output? Does it attempt to satisfy both the task and the noise simultaneously? The transition from partial degradation to full breakdown is the most informative moment in the escalation ladder.

Ultimately, introducing adversarial noise through incremental escalation is about mapping the model’s robustness profile. By starting with mild perturbations and gradually increasing complexity - semantic, structural, contradictory, contextual, and finally adversarial - evaluators can pinpoint exactly where the model’s reasoning becomes unstable. These insights are essential for building AI systems that remain reliable even when inputs are messy, noisy, or intentionally adversarial.

Disclaimer: The whole text was generated by Copilot (under Windows 11) at the first attempt. This is just an experiment to evaluate feature's ability to answer standard general questions, independently on whether they are correctly or incorrectly posed. Moreover, the answers may reflect hallucinations and other types of inconsistent or incorrect reasoning.

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