08 December 2011

Graphical Representation: Context (Just the Quotes)

"The title for any chart presenting data in the graphic form should be so clear and so complete that the chart and its title could be removed from the context and yet give all the information necessary for a complete interpretation of the data. Charts which present new or especially interesting facts are very frequently copied by many magazines. A chart with its title should be considered a unit, so that anyone wishing to make an abstract of the article in which the chart appears could safely transfer the chart and its title for use elsewhere." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919) 

"Charts and graphs are a method of organizing information for a unique purpose. The purpose may be to inform, to persuade, to obtain a clear understanding of certain facts, or to focus information and attention on a particular problem. The information contained in charts and graphs must, obviously, be relevant to the purpose. For decision-making purposes. information must be focused clearly on the issue or issues requiring attention. The need is not simply for 'information', but for structured information, clearly presented and narrowed to fit a distinctive decision-making context. An advantage of having a 'formula' or 'model' appropriate to a given situation is that the formula indicates what kind of information is needed to obtain a solution or answer to a specific problem." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"Generally speaking, a good display is one in which the visual impact of its components is matched to their importance in the context of the analysis. Consider the issue of overplotting." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"Averages, ranges, and histograms all obscure the time-order for the data. If the time-order for the data shows some sort of definite pattern, then the obscuring of this pattern by the use of averages, ranges, or histograms can mislead the user. Since all data occur in time, virtually all data will have a time-order. In some cases this time-order is the essential context which must be preserved in the presentation." (Donald J Wheeler," Understanding Variation: The Key to Managing Chaos" 2nd Ed., 2000)

"Without meaningful data there can be no meaningful analysis. The interpretation of any data set must be based upon the context of those data. Unfortunately, much of the data reported to executives today are aggregated and summed over so many different operating units and processes that they cannot be said to have any context except a historical one - they were all collected during the same time period. While this may be rational with monetary figures, it can be devastating to other types of data." (Donald J Wheeler, "Understanding Variation: The Key to Managing Chaos" 2nd Ed., 2000)

"The content and context of the numerical data determines the most appropriate mode of presentation. A few numbers can be listed, many numbers require a table. Relationships among numbers can be displayed by statistics. However, statistics, of necessity, are summary quantities so they cannot fully display the relationships, so a graph can be used to demonstrate them visually. The attractiveness of the form of the presentation is determined by word layout, data structure, and design." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"Numbers are often useful in stories because they record a recent change in some amount, or because they are being compared with other numbers. Percentages, ratios and proportions are often better than raw numbers in establishing a context." (Charles Livingston & Paul Voakes, "Working with Numbers and Statistics: A handbook for journalists", 2005)

"The percentage is one of the best (mathematical) friends a journalist can have, because it quickly puts numbers into context. And it's a context that the vast majority of readers and viewers can comprehend immediately." (Charles Livingston & Paul Voakes, "Working with Numbers and Statistics: A handbook for journalists", 2005)

"By showing recent change in relation to many past changes, sparklines provide a context for nuanced analysis - and, one hopes, better decisions. [...] Sparklines efficiently display and narrate binary data (presence/absence, occurrence/non-occurrence, win/loss). [...] Sparklines can simultaneously accommodate several variables. [...] Sparklines can narrate on-going results detail for any process producing sequential binary outcomes." (Edward R Tufte, "Beautiful Evidence", 2006)

"Statistics can certainly pronounce a fact, but they cannot explain it without an underlying context, or theory. Numbers have an unfortunate tendency to supersede other types of knowing. […] Numbers give the illusion of presenting more truth and precision than they are capable of providing." (Ronald J Baker, "Measure what Matters to Customers: Using Key Predictive Indicators", 2006)

"The biggest difference between line graphs and sparklines is that a sparkline is compact with no grid lines. It isnʼt meant to give precise values; rather, it should be considered just like any other word in the sentence. Its general shape acts as another term and lends additional meaning in its context. The driving forces behind these compact sparklines are speed and convenience." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"In order to be effective a descriptive statistic has to make sense - it has to distill some essential characteristic of the data into a value that is both appropriate and understandable. […] the justification for computing any given statistic must come from the nature of the data themselves - it cannot come from the arithmetic, nor can it come from the statistic. If the data are a meaningless collection of values, then the summary statistics will also be meaningless - no arithmetic operation can magically create meaning out of nonsense. Therefore, the meaning of any statistic has to come from the context for the data, while the appropriateness of any statistic will depend upon the use we intend to make of that statistic." (Donald J Wheeler, "Myths About Data Analysis", International Lean & Six Sigma Conference, 2012)

"Context (information that lends to better understanding the who, what, when, where, and why of your data) can make the data clearer for readers and point them in the right direction. At the least, it can remind you what a graph is about when you come back to it a few months later. […] Context helps readers relate to and understand the data in a visualization better. It provides a sense of scale and strengthens the connection between abstract geometry and colors to the real world." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Readability in visualization helps people interpret data and make conclusions about what the data has to say. Embed charts in reports or surround them with text, and you can explain results in detail. However, take a visualization out of a report or disconnect it from text that provides context (as is common when people share graphics online), and the data might lose its meaning; or worse, others might misinterpret what you tried to show." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"There is a story in your data. But your tools don’t know what that story is. That’s where it takes you - the analyst or communicator of the information - to bring that story visually and contextually to life." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"Infographics combine art and science to produce something that is not unlike a dashboard. The main difference from a dashboard is the subjective data and the narrative or story, which enhances the data-driven visual and engages the audience quickly through highlighting the required context." (Travis Murphy, "Infographics Powered by SAS®: Data Visualization Techniques for Business Reporting", 2018)

"The second rule of communication is to know what you want to achieve. Hopefully the aim is to encourage open debate, and informed decision-making. But there seems no harm in repeating yet again that numbers do not speak for themselves; the context, language and graphic design all contribute to the way the communication is received. We have to acknowledge we are telling a story, and it is inevitable that people will make comparisons and judgements, no matter how much we only want to inform and not persuade. All we can do is try to pre-empt inappropriate gut reactions by design or warning." (David Spiegelhalter, "The Art of Statistics: Learning from Data", 2019)

"There is often no one 'best' visualization, because it depends on context, what your audience already knows, how numerate or scientifically trained they are, what formats and conventions are regarded as standard in the particular field you’re working in, the medium you can use, and so on. It’s also partly scientific and partly artistic, so you get to express your own design style in it, which is what makes it so fascinating." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"When narrative is coupled with data, it helps to explain to your audience what’s happening in the data and why a particular insight is important. Ample context and commentary are often needed to fully appreciate an analysis finding. The narrative element adds structure to the data and helps to guide the audience through the meaning of what’s being shared." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Without knowing the source and context, a particular statistic is worth little. Yet numbers and statistics appear rigorous and reliable simply by virtue of being quantitative, and have a tendency to spread." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"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)

"A well-designed dashboard needs to provide a similar experience; information cannot be placed just anywhere on the dashboard. Charts that relate to one another are usually positioned close to one another. Important charts often appear larger and more visually prominent than less important ones. In other words, there are natural sizes for how a dashboard comprises charts based on the task and context." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Coloring needs to be semantically relevant and is also defined by the context." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"For a chart to be truly insightful, context is crucial because it provides us with the visual answer to an important question - 'compared with what'? No number on its own is inherently big or small – we need context to make that judgement. Common contextual comparisons in charts are provided by time ('compared with last year...') and place ('compared with the north...'). With ranking, context is provided by relative performance ('compared with our rivals...')." (Alan Smith, "How Charts Work: Understand and explain data with confidence", 2022)

"Our visual perception is context-dependent; we are not good at seeing things in isolation." (Alan Smith, "How Charts Work: Understand and explain data with confidence", 2022)

"Understanding language goes hand in hand with the ability to integrate complex contextual information into an effective visualization and being able to converse with the data interactively, a term we call analytical conversation. It also helps us think about ways to create artifacts that support and manage how we converse with machines as we see and understand data."(Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Understanding the context and the domain of the data is important to help disambiguate concepts. While reasonable defaults can be used to create a visualization, there should be no dead ends. Provide affordances for a user to understand, repair, and refine." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"When the colors are dull and neutral, they can communicate a sense of uniformity and an aura of calmness. Grays do a great job of mapping out the context of your story so that the more sharp colors highlight what you’re trying to explain. The power of gray comes in handy for all of our supporting details such as the axis, gridlines, and nonessential data that is included for comparative purposes. By using gray as the primary color in a visualization, we automatically draw our viewers’ eyes to whatever isn’t gray. That way, if we are interested in telling a story about one data point, we can do so quite easily."  (Kate Strachnyi, "ColorWise: A Data Storyteller’s Guide to the Intentional Use of Color", 2023)

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