Showing posts with label dashboard. Show all posts
Showing posts with label dashboard. Show all posts

21 August 2024

🧭Business Intelligence: Perspectives (Part XIV: From Data to Storytelling II)

Business Intelligence Series

Being snapshots in people and organizations’ lives, data arrive to tell a story, even if the story might not be worth telling or might be important only in certain contexts. In fact each record in a dataset has the potential of bringing a story to life, though business people are more interested in the hidden patterns and “stories” the data reveal through more or less complex techniques. Therefore, data are usually tortured until they confess something, and unfortunately people stop analyzing the data with the first confession(s). 

Even if it looks like torture, data need to be processed to reveal certain characteristics, trends or patterns that could help us in sense-making, decision-making or similar specific business purposes. Unfortunately, the volume of data increases with an incredible velocity to which further characteristics like variety, veracity, volume, velocity, value, veracity and variability may add up. 

The data in a dashboard, presentation or even a report should ideally tell a story otherwise the data might not be worthy looking at, at least from some people’s perspective. Probably, that’s one of the reason why man dashboards remain unused shortly after they were made available, even if considerable time and money were invested in them. Seeing the same dull numbers gives the illusion that nothing changed, that nothing is worth reviewing, revealing or considering, which might be occasionally true, though one can’t take this as a rule! Lot of important facts could remain hidden or not considered. 

One can suppose that there are businesses in which something important seldom happens and an alert can do a better job than reviewing a dashboard or a report frequently. Probably an alert is a better choice than reporting metrics nobody looks at! 

Organizations usually define a set of KPIs (key performance indicators) and other types of metrics they (intend to) review periodically. Ideally, the numbers collected should define and reflect the critical points (aka pain points) of an organization, if they can be known in advance. Unfortunately, in dynamic businesses the focus can change considerably from one day to another. Moreover, in systemic contexts critical points can remain undiscovered in time if the set of metrics defined doesn’t consider them adequately. 

Typically only one’s experience and current or past issues can tell what one should consider or ignore, which are the critical/pain points or important areas that must be monitored. Ideally, one should implement alerts for the critical points that require a immediate response and use KPIs for the recurring topics (though the two approaches may overlap). 

Following the flow of goods, money and other resources one can look at the processes and identify the areas that must be monitored, prioritize them and identify the metrics that are worth tracking, respectively that reflect strengths, weaknesses, opportunities, threats and the risks associated with them. 

One can start with what changed by how much, what caused the change(s) and what further impact is expected directly or indirectly, by what magnitude, respectively why nothing changed in the considered time unit. Causality diagrams can help in the process even if the representations can become quite complex. 

The deeper one dives and the more questions one attempts to answer, the higher the chances to find a story. However, can we find a story that’s worth telling in any set of data? At least this is the point some adepts of storytelling try to make. Conversely, the data can be dull, especially when one doesn’t track or consider the right data. There are many aspects of a business that may look boring, and many metrics seem to track the boring but probably important aspects. 

10 April 2024

🧭Business Intelligence: Perspectives (Part XI: Ways of Thinking about Data)

Business Intelligence Series

One can observe sometimes the tendency of data professionals to move from a business problem directly to data and data modeling without trying to understand the processes behind the data. One could say that the behavior is driven by the eagerness of exploring the data, though even later there are seldom questions considered about the processes themselves. One can argue that maybe the processes are self-explanatory, though that’s seldom the case. 

Conversely, looking at the datasets available on the web, usually there’s a fact table and the associated dimensions, the data describing only one process. It’s natural to presume that there are data professionals who don’t think much about, or better said in terms of processes. A similar big jump can be observed in blog posts on dashboards and/or reports, bloggers moving from the data directly to the data model. 

In the world of complex systems like Enterprise Resource Planning (ERP) systems thinking in terms of processes is mandatory because a fact table can hold the data for different processes, while processes can span over multiple fact-like tables, and have thus multiple levels of detail. Moreover, processes are broken down into sub-processes and procedures that have a counterpart in the data as well. 

Moreover, within a process there can be multiple perspectives that are usually module or role dependent. A perspective is a role’s orientation to the word for which the data belongs to, and it’s slightly different from what the data professional considers as view, the perspective being a projection over a set of processes within the data, while a view is a projection of the perspectives into the data structure. 

For example, considering the order-to-cash process there are several sub-processes like order fulfillment, invoicing, and payment collection, though there can be several other processes involved like credit management or production and manufacturing. Creating, respectively updating, or canceling an order can be examples of procedures. 

The sales representative, the shop worker and the accountant will have different perspectives projected into the data, focusing on the projection of the data on the modules they work with. Thinking in terms of modules is probably the easiest way to identify the boundaries of the perspectives, though the rules are occasionally more complex than this.

When defining and/or attempting to understand a problem it’s important to understand which perspective needs to be considered. For example, the sales volume can be projected based on Sales orders or on invoiced Sales orders, respectively on the General ledger postings, and the three views can result in different numbers. Moreover, there are partitions within these perspectives based on business rules that determine what to include or exclude from the logic. 

One can define a business rule as a set of conditional logic that constraints some part of the data in the data structures by specifying what is allowed or not, though usually we refer to a special type called selection business rule that determines what data are selected (e.g. open Purchase orders, Products with Inventory, etc.). However, when building the data model we need to consider business rules as well, though we might need to check whether they are enforced as well. 

Moreover, it’s useful to think also in terms of (data) entities and sub-entities, in which the data entity is an abstraction from the physical implementation of database tables. A data entity encapsulates (hides internal details) a business concept and/or perspective into an abstraction (simplified representation) that makes development, integration, and data processing easier. In certain systems like Dynamics 365 is important to think at this level because data entities can simplify data modelling considerably.

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22 March 2024

🧭Business Intelligence: Perspectives (Part IX: Dashboards Are Dead & Other Crap)

Business Intelligence
Business Intelligence Series

I find annoying the posts that declare that a technology is dead, as they seem to seek the sensational and, in the end, don't offer enough arguments for the positions taken; all is just surfing though a few random ideas. Almost each time I klick on such a link I find myself disappointed. Maybe it's just me - having too great expectations from ad-hoc experts who haven't understood the role of technologies and their lifecycle.

At least until now dashboards are the only visual tool that allows displaying related metrics in a consistent manner, reflecting business objectives, health, or other important perspective into an organization's performance. More recently notebooks seem to be getting closer given their capabilities of presenting data visualizations and some intermediary steps used to obtain the data, though they are still far away from offering similar capabilities. So, from where could come any justification against dashboard's utility? Even if I heard one or two expert voices saying that they don't need KPIs for managing an organization, organizations still need metrics to understand how the organization is doing as a whole and taken on parts. 

Many argue that the design of dashboards is poor, that they don't reflect data visualization best practices, or that they are too difficult to navigate. There are so many books on dashboard and/or graphic design that is almost impossible not to find such a book in any big library if one wants to learn more about design. There are many resources online as well, though it's tough to fight with a mind's stubbornness in showing no interest in what concerns the topic. Conversely, there's also lot of crap on the social networks that qualify after the mainstream as best practices. 

Frankly, design is important, though as long as the dashboards show the right data and the organization can guide itself on the respective numbers, the perfectionists can say whatever they want, even if they are right! Unfortunately, the numbers shown in dashboards raise entitled questions and the reasons are multiple. Do dashboards show the right numbers? Do they focus on the objectives or important issues? Can the number be trusted? Do they reflect reality? Can we use them in decision-making? 

There are so many things that can go wrong when building a dashboard - there are so many transformations that need to be performed, that the chances of failure are high. It's enough to have several blunders in the code or data visualizations for people to stop trusting the data shown.

Trust and quality are complex concepts and there’s no standard path to address them because they are a matter of perception, which can vary and change dynamically based on the situation. There are, however, approaches that allow to minimize this. One can start for example by providing transparency. For each dashboard provide also detailed reports that through drilldown (or also by running the reports separately if that’s not possible) allow to validate the numbers from the report. If users don’t trust the data or the report, then they should pinpoint what’s wrong. Of course, the two sources must be in synch, otherwise the validation will become more complex.

There are also issues related to the approach - the way a reporting tool was introduced, the way dashboards flooded the space, how people reacted, etc. Introducing a reporting tool for dashboards is also a matter of strategy, tactics and operations and the various aspects related to them must be addressed. Few organizations address this properly. Many organizations work after the principle "build it and they will come" even if they build the wrong thing!

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31 December 2020

📊Graphical Representation: Graphics We Live by (Part V: Pie Charts in MS Excel)

Graphical Representation

From business dashboards to newspapers and other forms of content that capture the attention of average readers, pie charts seem to be one of the most used forms of graphical representation. Unfortunately, their characteristics make them inappropriate for displaying certain types of data, and of being misused. Therefore, there are many voices who advice against using them for any form of display.

It’s hard to agree with radical statements like ‘avoid (using) pie charts’ or ’pie charts are bad’. Each form of graphical representation (aka graphical tool, graphic) has advantages and disadvantages, which makes it appropriate or inappropriate for displaying data having certain characteristics. In addition, each tool can be easily misused, especially when basic representational practices are ignored. Avoiding one representational tool doesn’t mean that the use of another tool will be correct. Therefore, it’s important to make people aware of these aspects and let them decide which tools they should use. 

From a graphical tool is expected to represent and describe a dataset in a small area without distorting the reality, while encouraging the reader to compare the different pieces of information, when possible at different levels of details [1] or how they change over time. As form of communication, they encode information and meaning; the reader needs to be able to read, understand and think critically about graphics and data – what is known as graphical/data literacy.

A pie chart consists of a circle split into wedge-shaped slices (aka edges, segments), each slice representing a group or category (aka component). It resembles with the spokes of a wheel, however with a few exceptions they are seldom equidistant. The size of each slice is proportional to the percentage of the component when compared to the whole. Therefore, pie charts are ideal when displaying percentages or values that can be converted into percentages. Thus, the percentages must sum up to 100% (at least that’s readers’ expectation).

Within or besides the slices are displayed components’ name and sometimes the percentages or other numeric or textual information associated with them (Fig. 1-4).  The percentages become important when the slices seem to be of equal sizes. As long the slices have the same radius, comparison of the different components resumes in comparing arcs of circles or the chords defined by them, thing not always straightforward. 3-dimensional displays can upon case make the comparison more difficult.

Pie Chart Examples

The comparison increases in difficulty with the number of slices increases beyond a certain number. Therefore, it’s not recommended displaying more than 5-10 components within the same chart. If the components exceed this limit, the exceeding components can be summed up within an “other” component. 

Within a graphic one needs a reference point that can be used as starting point for exploration. Typically for categorical data this reference point is the biggest or the smallest value, the other values being sorted in ascending, respectively descending order, fact that facilitates comparing the values. For pie charts, this would mean sorting the slices based on their sizes, except the slice for “others” which is typically considered last.

The slices can be filled optionally with meaningful colors or (hashing) patterns. When the same color pallet is used, the size can be reflected in colors’ hue, however this can generate confusion when not applied adequately. It’s recommended to provide further (textual) information when the graphical elements can lead to misinterpretations. 

Pie charts can be used occasionally for comparing the changes of the same components between different points in time, geographies (Fig. 5-6) or other types of segmentation. Having the charts displayed besides each other and marking each component with a characteristic color or pattern facilitate the comparison. 

Pie Charts - Geographies

06 February 2015

📊Business Intelligence: Dashboards (Definitions)

"A dashboard is a visual display of the most important information needed to achieve one or more objectives; consolidated and arranged on a single screen so the information can be monitored at a glance." (Stephen Few, "Dashboard Confusion", Intelligent Enterprise, 2004)

Dashboard reports: "Highly summarized, often graphical, representations of the state of the business that are often used by executives and strategic decision makers." (Reed Jacobsen & Stacia Misner, "Microsoft SQL Server 2005 Analysis Services Step by Step", 2006)

Dashboard: "A means of providing information in a straightforward way. Like the part in a car it is named after, a business dashboard allows executives to see key metrics about anything from monthly sales to manufacturing downtime." (Tony Fisher, "The Data Asset", 2009)

Dashboard (also called performance dashboard): "The presentation of key business measurements on a single interface designed for quick interpretation, often using graphics. The most effective dashboards are supported by a full data mart that enables drilling down into more detailed data to better understand the indicators." (Laura Reeves, "A Manager's Guide to Data Warehousing", 2009)

Dashboard: "A visual display mechanism to enable business users at every level to receive the information they need to make better decisions that improve business performance." (Paulraj Ponniah, "Data Warehousing Fundamentals for IT Professionals", 2010)

Dashboard: "A BI tool that provides a comprehensive, at-a-glance view of corporate performance with graphical presentations, resembling a dashboard of a car. These graphical presentations show performance measures, trends, and exceptions, and integrate information from multiple business areas." (Linda Volonino & Efraim Turban, "Information Technology for Management" 8th Ed., 2011)

Dashboard: "A technique to represent vast amounts of decision-support information at an amalgamated level using tabular and graphic representation, such as graphs and traffic lights." (Paul C Dinsmore et al, "Enterprise Project Governance", 2012)

Dashboards: "Business intelligence tools that display performance indicators, present data and information at both summary and detailed levels, and assist decision-makers employing them to act on the information they present." (Joan C Dessinger, "Fundamentals of Performance Improvement" 3rd Ed., 2012)

Dashboard: "A view that displays ranges of data in a graphical format. Key performance indicators (KPIs) or any element can be displayed in a dashboard. Each element is represented by a gauge that displays the data ranges that are defined. Links to comments, trend data, and element properties can also be provided." (Jim Davis & Aiman Zeid, "Business Transformation", 2014)

"[...] dashboards indicate the status of a performance metric at a given point in time. [...] dashboards are used to represent actual granular data, they contain data that is more recent than that of scorecards." (Saumya Chaki, "Enterprise Information Management in Practice", 2015)

Data dashboard: "A management-level online report capturing data conditions and trends."(Gregory Lampshire, "The Data and Analytics Playbook", 2016)

"A dashboard is a visual display of data used to monitor conditions and/or facilitate understanding."
(Steve Wexler et al, "The Big Book of Dashboards: Visualizing Your Data Using Real-World Business Scenarios", 2017)

"A dashboard is a reporting tool that consolidates, aggregates and arranges measurements, metrics (measurements compared to a goal) and sometimes scorecards on a single screen so information can be monitored at a glance. Dashboards differ from scorecards in being tailored to monitor a specific role or generate metrics reflecting a particular point of view; typically they do not conform to a specific management methodology." (Information Management) [also (Intrafocus)] 

"Dashboards are a reporting mechanism that aggregate and display metrics and key performance indicators (KPIs), enabling them to be examined at a glance by all manner of users before further exploration via additional business analytics (BA) tools." (Gartner)

25 December 2011

📉Graphical Representation: Graphics (Just the Quotes)

"As to the propriety and justness of representing sums of money, and time, by parts of space, tho’ very readily agreed to by most men, yet a few seem to apprehend there may possibly be some deception in it, of which they are not aware […]" (William Playfair, "The Commercial and Political Atlas", 1786)

"The advantages proposed by [the graphical] mode of representation, are to facilitate the attainment of information, and aid the memory in retaining it: which two points form the principal business in what we call learning. Of all the senses, the eye gives the liveliest and most accurate idea of whatever is susceptible of being represented to it; and when proportion between different quantities is the object, then the eye has an incalculable superiority. (William Playfair, "The Statistical Breviary", 1801)

"Whatever relates to extent and quantity may be represented by geometrical figures. Statistical projections which speak to the senses without fatiguing the mind, possess the advantage of fixing the attention on a great number of important facts." (Alexander von Humboldt, 1811)

"Regarding numbers and proportions, the best way to catch the imagination is to speak to the eyes." (William Playfair, "Elemens de statistique", 1802)

"The process by which I propose to accomplish this is one essentially graphical; by which term I understand not a mere substitution of geometrical construction and measurement for numerical calculation, but one which has for its object to perform that which no system of calculation can possibly do, by bringing in the aid of the eye and hand to guide the judgment, in a case where judgment only, and not calculation, can be of any avail. (John F W Herschel, "On the investigation of the orbits of revolving double stars: Being a supplement to a paper entitled 'micrometrical measures of double stars'", Memoirs of the Royal Astronomical Society  1833)

"The dominant principle which characterizes my graphic tables and my figurative maps is to make immediately appreciable to the eye, as much as possible, the proportions of numeric results. […] Not only do my maps speak, but even more, they count, they calculate by the eye." (Chatles D Minard, "Des tableaux graphiques et des cartes figuratives", 1862) 

"If statistical graphics, although born just yesterday, extends its reach every day, it is because it replaces long tables of numbers and it allows one not only to embrace at glance the series of phenomena, but also to signal the correspondences or anomalies, to find the causes, to identify the laws." (Émile Cheysson, cca. 1877)

"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)

"The visible figures by which principles are illustrated should, so far as possible, have no accessories. They should be magnitudes pure and simple, so that the thought of the pupil may not be distracted, and that he may know what features of the thing represented he is to pay attention to." (National Education Association, 1894)

"Graphical statistics can be defined as: 'the expression of statistical facts by means of geometric processes' (Levasseur) Its general usefulness consists of replacing figures which, by their multiplicity, confuse memory, with a figure whose general appearance can be discovered all at once and, by speaking to the eyes, is more easily engraved in the memory." (Armand Julin, "Summary for a Course of Statistics, General and Applied", 1910)

"The essential quality of graphic representations is clarity. If the diagram fails to give a clearer impression than the tables of figures it replaces, it is useless. To this end, we will avoid complicating the diagram by including too much data." (Armand Julin, "Summary for a Course of Statistics, General and Applied", 1910)

"Graphic methods convey to the mind a more comprehensive grasp of essential features than do written reports, because one can naturally gather interesting details from a picture in far less time than from a written description. Further than this, the examination of a picture allows one to make deductions of his own, while in the case of a written description the reader must, to a great degree, accept the conclusions of the author." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"Graphic representation by means of charts depends upon the super-position of special lines or curves upon base lines drawn or ruled in a standard manner. For the economic construction of these charts as well as their correct use it is necessary that the standard rulings be correctly designed." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"Many people imagine that graphic charts cannot be understood except by expert mathematicians who have devoted years of study to the subject. This is a mistaken idea, and if instead of passing over charts as if they were something beyond their comprehension more people would make an effort to read them, much valuable time would be saved. It is true that some charts covering technical data are difficult even for an expert mathematician to understand, but this is more often the fault of the person preparing the charts than of the system." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"Nothing is so illuminating as a set of properly proportioned diagrams. [...] In addition to the significance of graphics in analytical work, it is likewise a valuable aid to the memory. A picture is manifestly more readily retained in mind than a description of the same subject, no matter how vividly it may have been expressed. A pictorial or diagrammatic illustration usually produces a firmer and more lasting impression than any composition of words or tabulation of figures, however well they may be arranged or set forth." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"The preliminary examination of most data is facilitated by the use of diagrams. Diagrams prove nothing, but bring outstanding features readily to the eye; they are therefore no substitutes for such critical tests as may be applied to the data, but are valuable in suggesting such tests, and in explaining the conclusions founded upon them." (Sir Ronald A Fisher, "Statistical Methods for Research Workers", 1925)

"Factual science may collect statistics, and make charts. But its predictions are, as has been well said, but past history reversed." (John Dewey, "Art as Experience", 1934)

"Although, the tabular arrangement is the fundamental form for presenting a statistical series, a graphic representation - in a chart or diagram - is often of great aid in the study and reporting of statistical facts. Moreover, sometimes statistical data must be taken, in their sources, from graphic rather than tabular records." (William L Crum et al, "Introduction to Economic Statistics", 1938)

"Graphic charts have often been thought to be tools of those alone who are highly skilled in mathematics, but one needs to have a knowledge of only eighth-grade arithmetic to use intelligently even the logarithmic or ratio chart, which is considered so difficult by those unfamiliar with it. […] If graphic methods are to be most effective, those who are unfamiliar with charts must give some attention to their fundamental structure. Even simple charts may be misinterpreted unless they are thoroughly understood. For instance, one is not likely to read an arithmetic chart correctly unless he also appreciates the significance of a logarithmic chart." (John R Riggleman & Ira N Frisbee, "Business Statistics", 1938)

"Graphic methods are very commonly used in business correlation problems. On the whole, carefully handled and skillfully interpreted graphs have certain advantages over mathematical methods of determining correlation in the usual business problems. The elements of judgment and special knowledge of conditions can be more easily introduced in studying correlation graphically. Mathematical correlation is often much too rigid for the data at hand." (John R Riggleman & Ira N Frisbee, "Business Statistics", 1938)

"One of the greatest values of the graphic chart is its use in the analysis of a problem. Ordinarily, the chart brings up many questions which require careful consideration and further research before a satisfactory conclusion can be reached. A properly drawn chart gives a cross-section picture of the situation. While charts may bring out. hidden facts in tables or masses of data, they cannot take the place of careful, analysis. In fact, charts may be dangerous devices when in the hands of those unwilling to base their interpretations upon careful study. This, however, does not detract from their value when they are properly used as aids in solving statistical problems." (John R Riggleman & Ira N Frisbee, "Business Statistics", 1938)

"The eye can accurately appraise only very few features of a diagram, and consequently a complicated or confusing diagram will lead the reader astray. The fundamental rule for all charting is to use a plan which is simple and which takes account, in its arrangement of the facts to be presented, of the above-mentioned capacities of the eye."  (William L Crum et al, "Introduction to Economic Statistics", 1938)

"Graphs are all inclusive. No fact is too slight or too great to plot to a scale suited to the eye. Graphs may record the path of an ion or the orbit of the sun, the rise of a civilization, or the acceleration of a bullet, the climate of a century or the varying pressure of a heart beat, the growth of a business, or the nerve reactions of a child." (Henry D Hubbard [foreword to Willard C Brinton, "Graphic Presentation", 1939)])

"The graphic art depicts magnitudes to the eye. It does more. It compels the seeing of relations. We may portray by simple graphic methods whole masses of intricate routine, the organization of an enterprise, or the plan of a campaign. Graphs serve as storm signals for the manager, statesman, engineer; as potent narratives for the actuary, statist, naturalist; and as forceful engines of research for science, technology and industry. They display results. They disclose new facts and laws. They reveal discoveries as the bud unfolds the flower." (Henry D Hubbard [foreword to Willard C Brinton, "Graphic Presentation", 1939)])

"The graphic language is modern. We are learning its alphabet. That it will develop a lexicon and a literature marvelous for its vividness and the variety of application is inevitable. Graphs are dynamic, dramatic. They may epitomize an epoch, each dot a fact, each slope an event, each curve a history. Wherever there are data to record, inferences to draw, or facts to tell, graphs furnish the unrivalled means whose power we are just beginning to realize and to apply."  (Henry D Hubbard [foreword to Willard C Brinton, "Graphic Presentation", 1939)])

"There is a magic in graphs. The profile of a curve reveals in a flash a whole situation - the life history of an epidemic, a panic, or an era of prosperity. The curve informs the mind, awakens the imagination, convinces." (Henry D Hubbard [in William Brinton's "Graphic Presentation", 1939])

"For many purposes graphical accuracy is sufficient. The speed of graphical processes, and more especially the advantages of visual presentation in pointing out facts or clues which might otherwise be overlooked, make graphical analysis very valuable." (Frederick Mosteller & John W Tukey, "The Uses and Usefulness of Binomial Probability Paper?", Journal of the American Statistical Association 44, 1949)

"If significance tests are required for still larger samples, graphical accuracy is insufficient, and arithmetical methods are advised. A word to the wise is in order here, however. Almost never does it make sense to use exact binomial significance tests on such data - for the inevitable small deviations from the mathematical model of independence and constant split have piled up to such an extent that the binomial variability is deeply buried and unnoticeable. Graphical treatment of such large samples may still be worthwhile because it brings the results more vividly to the eye." (Frederick Mosteller & John W Tukey, "The Uses and Usefulness of Binomial Probability Paper?", Journal of the American Statistical Association 44, 1949)

"It pays to keep wide awake in studying any graph. The thing looks so simple, so frank, and so appealing that the careless are easily fooled. [...] Data and formulae should be given along with the graph, so that the interested reader may look at the details if he wishes." (Michael J Moroney, "Facts from Figures", 1951)

"The technical analysis of any large collection of data is a task for a highly trained and expensive man who knows the mathematical theory of statistics inside and out. Otherwise the outcome is likely to be a collection of drawings - quartered pies, cute little battleships, and tapering rows of sturdy soldiers in diversified uniforms - interesting enough in the colored Sunday supplement, but hardly the sort of thing from which to draw reliable inferences." (Eric T Bell, "Mathematics: Queen and Servant of Science", 1951)

"The primary purpose of a graph is to show diagrammatically how the values of one of two linked variables change with those of the other. One of the most useful applications of the graph occurs in connection with the representation of statistical data." (John F Kenney & E S Keeping, "Mathematics of Statistics" Vol. I 3rd Ed., 1954)

"Every economic and social situation or problem is now described in statistical terms, and we feel that it is such statistics which give us the real basis of fact for understanding and analysing problems and difficulties, and for suggesting remedies. In the main we use such statistics or figures without any elaborate theoretical analysis; little beyond totals, simple averages and perhaps index numbers. Figures have become the language in which we describe our economy or particular parts of it, and the language in which we argue about policy." (Ely Devons, "Essays in Economics", 1961)

"Indeed the language of statistics is rarely as objective as we imagine. The way statistics are presented, their arrangement in a particular way in tables, the juxtaposition of sets of figures, in itself reflects the judgment of the author about what is significant and what is trivial in the situation which the statistics portray." (Ely Devons, "Essays in Economics", 1961)

"All the evidence obtained from the reproduction of the study mentioned here indicates that the graphic method is 'better' than the tabular. Tables, since graphs are based on them, are necessary, but they are like background rocks, heavy and uninteresting. Graphs, on the other hand, spice the reports; clarify them, and make them interesting and palatable." (Karl M Dallenbach, 1963)

"The histogram, with its columns of area proportional to number, like the bar graph, is one of the most classical of statistical graphs. Its combination with a fitted bell-shaped curve has been common since the days when the Gaussian curve entered statistics. Yet as a graphical technique it really performs quite poorly. Who is there among us who can look at a histogram-fitted Gaussian combination and tell us, reliably, whether the fit is excellent, neutral, or poor? Who can tell us, when the fit is poor, of what the poorness consists? Yet these are just the sort of questions that a good graphical technique should answer at least approximately." (John W Tukey, "The Future of Processes of Data Analysis", 1965)

"In many instances, a picture is indeed worth a thousand words. To make this true in more diverse circumstances, much more creative effort is needed to pictorialize the output from data analysis. Naive pictures are often extremely helpful, but more sophisticated pictures can be both simple and even more informative." (John W Tukey & Martin B Wilk, "Data Analysis and Statistics: An Expository Overview", 1966)

"A graphic should not only show the leaves, it should show the branches as well as the entire tree." (Jacques Bertin, "The Semiology of Graphics", 1967)

"The aim of the graphic is to make the relationship among previously defined sets appear." (Jacques Bertin, "Semiology of graphics" ["Semiologie Graphique"], 1967)

"Every graph is at least an indication, by contrast with some common instances of numbers." (John W Tukey, "Data Analysis, Including Statistics", 1968)

"One of the methods making the data intelligible is to represent it by means of graphs and diagrams. The graphic & diagrammatic representation of the data is always appealing to the eye as well as to the mind of the observer." (S P Singh & R P S Verma, "Agricultural Statistics", cca. 1969)

"In certain respects, line graphs are uniquely applicable to particular graphic requirements for which a bar or circle chart could not be substituted. Strictly speaking, the line graph must be used to portray changes in a continuous variable, since technically such a variable must be represented by a line and not by 'points' or 'bars'. Line graphs are often uniquely applicable to problems of analysis, particularly when it is essential to visualize a trend, observe the behavior of a set of variables through time, or portray the same variable in differing time periods." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"If two or more data paths ate to appear on the graph. it is essential that these lines be labeled clearly, or at least a reference should be provided for the reader to make the necessary identifications. While clarity seems to be a most obvious goal. graphs with inadequate or confusing labeling do appear in publications, The user should not find identification of data paths troublesome or subject to misunderstanding. The designer normally should place no more than three data paths on the graph to prevent confusion - particularly if the data paths intersect at one or more points on the Cartesian plane." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"In graphics as in other areas of communication, the possibility of error is omnipresent. Errors can originate at any of the transitional stages, from initial conception to final presentation. The error source may be either human or mechanical, although the latter seems to occur much less frequently than the former." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"The use of trivial data - particularly in graphic presentation - can easily tire the reader so that he soon becomes disinterested. Graphs should be for information considered highly significant. not for unimportant points." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"Pencil and paper for construction of distributions, scatter diagrams, and run-charts to compare small groups and to detect trends are more efficient methods of estimation than statistical inference that depends on variances and standard errors, as the simple techniques preserve the information in the original data." (W Edwards Deming, "On Probability as Basis for Action", American Statistician Vol. 29 (4), 1975)

"A graph presents a limited number of figures in a bold and forceful manner. To do this it usually must omit a large number of figures available on the subject. The choice of what graphic format to use is largely a matter of deciding what figures have the greatest significance to the intended reader and what figures he can best afford to skip." (Peter H Selby, "Interpreting Graphs and Tables", 1976)

"Remember, the primary function of a graph of any kind is to illustrate the relationship between two variables. [...] To draw any graph we must have established some relationship between the two variables. This relationship can be in the form of a formula (equation is the more mathematical term), as we have just seen, or simply a set of observations, as is common in all types of statistical work. Sometimes we develop set of observations and then try to find an equation that expresses, in mathematical language, the relationship between the two variables." (Peter H Selby, "Interpreting Graphs and Tables", 1976)

"The greatest value of a picture is when it forces us to notice what we never expected to see." (John W Tukey, "Exploratory Data Analysis", 1977) 

"Although advice on how and when to draw graphs is available, we have no theory of statistical graphics […]" (Stephen Fienberg, "The American Statistician", Graphical Methods in Statistics Vol. 13 (4), 1979)

"[...] exploratory data analysis is an attitude, a state of flexibility, a willingness to look for those things that we believe are not there, as well as for those we believe might be there. Except for its emphasis on graphs, its tools are secondary to its purpose." (John W Tukey, [comment] 1979)

"A graphic is an illustration that, like a painting or drawing, depicts certain images on a flat surface. The graphic depends on the use of lines and shapes or symbols to represent numbers and ideas and show comparisons, trends, and relationships. The success of the graphic depends on the extent to which this representation is transmitted in a clear and interesting manner." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Graphic forms help us to perform and influence two critical functions of the mind: the gathering of information and the processing of that information. Graphs and charts are ways to increase the effectiveness and the efficiency of transmitting information in a way that enhances the reader's ability to process that information. Graphics are tools to help give meaning to information because they go beyond the provision of information and show relationships, trends, and comparisons. They help to distinguish which numbers and which ideas are more important than others in a presentation." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"It should be noted that graphics for the purpose of clarity should not be a substitute for words and numbers in the narrative text. The graphics presentation is used to supplement the narrative; otherwise. there wouldn't be anything to clarify." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"The preparation of well-designed graphics is both an art and a skill. There are many different ways to go about the task, and readers are urged to develop their own approaches. Graphics can be creative and fun. At the same time, they require a degree of orderly and systematic work." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"To see is to reason. Thus, the use of visual forms of communication has great potential for influencing what a person thinks. Graphic presentation is always much more than a way to present just facts or information. Rather, it is a way to influence thought, and, as such, graphics can be a powerful mode of persuasion." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Understanding is accomplished through: (a) the use of relative size of the shapes used in the graphic; (b) the positioning of the graphic-line forms; (c) shading; (d) the use of scales of measurement; and (e) the use of words to label the forms in the graphic. In addition. in order for a person to attach meaning to a graphic it must also be simple, clear, and appropriate." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Exploratory data analysis, EDA, calls for a relatively free hand in exploring the data, together with dual obligations: (•) to look for all plausible alternatives and oddities - and a few implausible ones, (graphic techniques can be most helpful here) and (•) to remove each appearance that seems large enough to be meaningful - ordinarily by some form of fitting, adjustment, or standardization [...] so that what remains, the residuals, can be examined for further appearances." (John W Tukey, "Introduction to Styles of Data Analysis Techniques", 1982)

"An economic justification for computer graphics is that the organization spends an enormous amount of money on data processing, often providing managers with too many reports, too many data, and an overload of information. The report output has to be condensed into a more usable form. The computer graph essentially is the data represented in a structured pictorial form. The role of the graph is to provide meaningful reports. To the extent that it does. it can be justified." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"Excellence in statistical graphics consists of complex ideas communicated
with clarity, precision, and efficiency. Graphical displays should
- show the data
- induce the viewer to think about the substance rather than about the
methodology, graphic design, the technology of graphic production,
or something else
- avoid distorting what the data have to say
- present many numbers in a small space
- make large data sets coherent
- encourage the eye to compare different pieces of data
- reveal the data at several levels of detail, from a broad overview to the
- serve a reasonable clear purpose: description, exploration, tabulation,
- be closely integrated." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Frequently we can increase the informativeness of a graph by removing structure from the data once we have identified it, so that subsequent plots are free of its dominating influence and can help us see finer structure or subtler effects. This usually means (l) partitioning the data, or (2) plotting differences or ratios, or (3) fitting a model and taking the residuals as a new set of data for further study." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"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)

"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." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Graphical integrity is more likely to result if these six principles are followed:
The representation of numbers, as physically measured on the surface of the graphic itself, should be directly proportional to the numerical quantities represented.
Clear, detailed, and thorough labeling should be used to defeat graphical distortion and ambiguity. Write out explanations of the data on the graphic itself. Label important events in the data.
Show data variations, not design variations. 
In time-series displays of money, deflated and standardized units of monetary measurements are nearly always better than nominal units.
The number of information-carrying (variable) dimensions depicted should not exceed the number of dimensions in the data.
Graphics must not quote data out of context." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Graphs can present internal accounting data effectively. Because One of the main functions of the accountant is to communicate accounting information to users. accountants should use graphs, at least to the extent that they clarify the presentation of accounting data. present the data fairly, and enhance management's ability to make a more informed decision. It has been argued that the human brain can absorb and understand images more easily than words and numbers, and, therefore, graphs may be better communicative devices than written reports or tabular statements." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"Graphs are used to meet the need to condense all the available information into a more usable quantity. The selection process of combining and condensing will inevitably produce a less than complete study and will lead the user in certain directions, producing a potential for misleading." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"Inept graphics also flourish because many graphic artists believe that statistics are boring and tedious. It then follows that decorated graphics must pep up, animate, and all too often exaggerate what evidence there is in the data. […] If the statistics are boring, then you've got the wrong numbers." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Of course statistical graphics, just like statistical calculations, are only as good as what goes into them. An ill-specified or preposterous model or a puny data set cannot be rescued by a graphic (or by calculation), no matter how clever or fancy. A silly theory means a silly graphic." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"The theory of the visual display of quantitative information consists of principles that generate design options and that guide choices among options. The principles should not be applied rigidly or in a peevish spirit; they are not logically or mathematically certain; and it is better to violate any principle than to place graceless or inelegant marks on paper. Most principles of design should be greeted with some skepticism, for word authority can dominate our vision, and we may come to see only though the lenses of word authority rather than with our own eyes." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"The truth is that one display is better than another if it leads to more understanding. Often a simpler display, one that tries to accomplish less at one time, succeeds in conveying more insight. In order to understand complicated or subtle structure in the data we should be prepared to look at complicated displays when necessary, but to see any particular type of structure we should use the simplest display that shows it." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"In the case of graphs, the number of lines which can be included on any one illustration will depend largely on how close the lines are and how often they cross one another. Three or four is likely to be the maximum acceptable number. In some instances, there may be an argument for using several graphs with one line each as opposed to one graph with multiple lines. It has been shown that these two arrangements are equally satisfactory if the user wishes to read off the value of specific points; if, however, he wishes to compare the lines, than the single multi-line graph is superior." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

"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)

"Clear vision is a vital aspect of graphs. The viewer must be able to visually disentangle the many different items that appear on a graph." (William S Cleveland, "The Elements of Graphing Data", 1985)

"Graphs that communicate data to others often must undergo reduction and reproduction; these processes, if not done with care, can interfere with visual clarity." (William S Cleveland, "The Elements of Graphing Data", 1985)

"Iteration and experimentation are important for all of data analysis, including graphical data display. In many cases when we make a graph it is immediately clear that some aspect is inadequate and we regraph the data. In many other cases we make a graph, and all is well, but we get an idea for studying the data in a different way with a different graph; one successful graph often suggests another." (William S Cleveland, "The Elements of Graphing Data", 1985)

"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 are some who argue that a graph is a success only if the important information in the data can be seen within a few seconds. While there is a place for rapidly-understood graphs, it is too limiting to make speed a requirement in science and technology, where the use of graphs ranges from, detailed, in-depth data analysis to quick presentation." (William S Cleveland, "The Elements of Graphing Data", 1985)

"When a graph is constructed, quantitative and categorical information is encoded, chiefly through position, size, symbols, and color. When a person looks at a graph, the information is visually decoded by the person's visual system. A graphical method is successful only if the decoding process is effective. No matter how clever and how technologically impressive the encoding, it is a failure if the decoding process is a failure. Informed decisions about how to encode data can be achieved only through an understanding of the visual decoding process, which is called graphical perception." (William S Cleveland, "The Elements of Graphing Data", 1985)

"Good graphics can be spoiled by bad annotation. Labels must always be subservient to the information to be conveyed, and legibility should never be sacrificed for style. All the information on the sheet should be easy to read, and more important, easy to interpret. The priorities of the information should be clearly expressed by the use of differing sizes, weights and character of letters." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)

"Despite the prevailing use of graphs as metaphors for communicating and reasoning about dependencies, the task of capturing informational dependencies by graphs is not at all trivial." (Judea Pearl, "Probabilistic Reasoning in Intelligent Systems: Network of Plausible Inference", 1988)

"What about confusing clutter? Information overload? Doesn't data have to be ‘boiled down’ and  ‘simplified’? These common questions miss the point, for the quantity of detail is an issue completely separate from the difficulty of reading. Clutter and confusion are failures of design, not attributes of information." (Edward R Tufte, "Envisioning Information", 1990)

"The rule is that a graph of a change in a variable with time should always have a vertical scale that starts with zero. Otherwise, it is inherently misleading." (Douglas A Downing & Jeffrey Clark, "Forgotten Statistics: A Self-Teaching Refresher Course", 1996) 

"The illusion of randomness gradually disappears as the skill in chart reading improves." (John W. Murphy, "Technical Analysis of the Financial Markets", 1999) 

"Displaying numerical information always involves selection. The process of selection needs to be described so that the reader will not be misled." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"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)

"The real value of dashboard products lies in their ability to replace hunt‐and‐peck data‐gathering techniques with a tireless, adaptable, information‐flow mechanism. Dashboards transform data repositories into consumable information." (Gregory L Hovis, "Stop Searching for Information Monitor it with Dashboard Technology," DM Direct, 2002)

"Audience boredom is usually a content failure, not a decoration failure." (Edward R Tufte, "The cognitive style of PowerPoint", 2003)

"Computers are able to multiply useless images without taking into account that, by definition, every graphic corresponds to a table. This table allows you to think about three basic questions that go from the particular to the general level. When this last one receives an answer, you have answers for all of them. Understanding means accessing the general level and discovering significant grouping (patterns). Consequently, the function of a graphic is answering the three following questions:
Which are the X,Y, Z components of the data table? (What it’s all about?)
What are the groups in X, in Y that Z builds? (What the information at the general level is?
What are the exceptions?
These questions can be applied to every kind of problem. They measure the usefulness of whatever construction or graphical invention allowing you to avoid useless graphics." (Jacques Bertin [interview], 2003)

"Data is transformed into graphics to understand. A map, a diagram are documents to be interrogated. But understanding means integrating all of the data. In order to do this it’s necessary to reduce it to a small number of elementary data. This is the objective of the 'data treatment' be it graphic or mathematic." (Jacques Bertin [interview], 2003)

"If your words or images are not on point, making them dance in color won't make them relevant." (Edward R Tufte, "The cognitive style of PowerPoint", 2003)

"Dashboards and visualization are cognitive tools that improve your 'span of control' over a lot of business data. These tools help people visually identify trends, patterns and anomalies, reason about what they see and help guide them toward effective decisions. As such, these tools need to leverage people's visual capabilities. With the prevalence of scorecards, dashboards and other visualization tools now widely available for business users to review their data, the issue of visual information design is more important than ever." (Richard Brath & Michael Peters, "Dashboard Design: Why Design is Important," DM Direct, 2004)

"Graphical design notations have been with us for a while [...] their primary value is in communication and understanding. A good diagram can often help communicate ideas about a design, particularly when you want to avoid a lot of details. Diagrams can also help you understand either a software system or a business process. As part of a team trying to figure out something, diagrams both help understanding and communicate that understanding throughout a team. Although they aren't, at least yet, a replacement for textual programming languages, they are a helpful assistant." (Martin Fowler, "UML Distilled: A Brief Guide to the Standard Object Modeling", 2004)

"[...] when data is presented in certain ways, the patterns can be readily perceived. If we can understand how perception works, our knowledge can be translated into rules for displaying information. Following perception‐based rules, we can present our data in such a way that the important and informative patterns stand out. If we disobey the rules, our data will be incomprehensible or misleading." (Colin Ware, "Information Visualization: Perception for Design" 2nd Ed., 2004)

"Choose scales wisely, as they have a profound influence on the interpretation of graphs. Not all scales require that zero be included, but bar graphs and other graphs where area is judged do require it." (Naomi B Robbins, "Creating More effective Graphs", 2005) 

"Graphs are for the forest and tables are for the trees. Graphs give you the big picture and show you the trends; tables give you the details." (Naomi B Robbins, "Creating More effective Graphs", 2005) 

"Graphs are pictorial representations of numerical quantities. It therefore seems reasonable to expect that the visual impression we get when looking at a graph is proportional to the numbers that the graph represents. Unfortunately, this is not always the case." (Naomi B Robbins, "Creating More effective Graphs", 2005) 

"One graph is more effective than another if its quantitative information can be decoded more quickly or more easily by most observers. […] This definition of effectiveness assumes that the reason we draw graphs is to communicate information - but there are actually many other reasons to draw graphs." (Naomi B Robbins, "Creating More effective Graphs", 2005)

"An effective dashboard is the product not of cute gauges, meters, and traffic lights, but rather of informed design: more science than art, more simplicity than dazzle. It is, above all else, about communication." (Stephen Few, "Information Dashboard Design", 2006)

"It is common to think of statistical graphics and data visualization as relatively modern developments in statistics. In fact, the graphic representation of quantitative information has deep roots. These roots reach into the histories of the earliest map-making and visual depiction, and later into thematic cartography, statistics and statistical graphics, medicine, and other fields. Along the way, developments in technologies (printing, reproduction) mathematical theory and practice, and empirical observation and recording, enabled the wider use of graphics and new advances in form and content." (Michael Friendly. "A brief history of data visualization", 2006)

"Most dashboards fail to communicate efficiently and effectively, not because of inadequate technology (at least not primarily), but because of poorly designed implementations. No matter how great the technology, a dashboard's success as a medium of communication is a product of design, a result of a display that speaks clearly and immediately. Dashboards can tap into the tremendous power of visual perception to communicate, but only if those who implement them understand visual perception and apply that understanding through design principles and practices that are aligned with the way people see and think." (Stephen Few, "Information Dashboard Design", 2006)

"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)

"What distinguishes data tables from graphics is explicit comparison and the data selection that this requires. While a data table obviously also selects information, this selection is less focused than a chart's on a particular comparison. To the extent that some figures in a table are visually emphasised. say in colour or size and style of print. the table is well on its way to becoming a chart. If you're making no comparisons - because you have no particular message and so need no selection (in other words, if you are simply providing a database, number quarry or recycling facility) - tables are easier to use than charts." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"Clearly principles and guidelines for good presentation graphics have a role to play in exploratory graphics, but personal taste and individual working style also play important roles. The same data may be presented in many alternative ways, and taste and customs differ as to what is regarded as a good presentation graphic. Nevertheless, there are principles that should be respected and guidelines that are generally worth following. No one should expect a perfect consensus where graphics are concerned. (Antony Unwin, "Good Graphics?"[in "Handbook of Data Visualization"], 2008)

"For a given dataset there is not a great deal of advice which can be given on content and context. Those who know their own data should know best for their specific purposes. It is advisable to think hard about what should be shown and to check with others if the graphic makes the desired impression. Design should be let to designers, though some basic guidelines should be followed: consistency is important (sets of graphics should be in similar style and use equivalent scaling); proximity is helpful (place graphics on the same page, or on the facing page, of any text that refers to them); and layout should be checked (graphics should be neither too small nor too large and be attractively positioned relative to the whole page or display)." (Antony Unwin, "Good Graphics?" [in "Handbook of Data Visualization"], 2008)

"Graphical displays are often constructed to place principal focus on the individual observations in a dataset, and this is particularly helpful in identifying both the typical positions of datapoints and unusual or influential cases. However, in many investigations, principal interest lies in identifying the nature of underlying trends and relationships between variables, and so it is oten helpful to enhance graphical displays in wayswhich give deeper insight into these features.his can be very beneficial both for small datasets, where variation can obscure underlying patterns, and large datasets, where the volume of data is so large that effective representation inevitably involves suitable summaries." (Adrian W Bowman, "Smoothing Techniques for Visualisation" [in "Handbook of Data Visualization"], 2008)

"One of the easiest ways to display data badly is to display as little information as possible. This includes not labelling axes and titles adequately, and not giving units. In addition, information that is displayed can be obscured by including unnecessary and distracting details." (Jenny Freeman et al, "How to Display Data", 2008)

"Plotting data is a useful first stage to any analysis and will show extreme observations together with any discernible patterns. In addition the relative sizes of categories are easier to see in a diagram (bar chart or pie chart) than in a table. Graphs are useful as they can be assimilated quickly, and are particularly helpful when presenting information to an audience. Tables can be useful for displaying information about many variables at once, while graphs can be useful for showing multiple observations on groups or individuals. Although there are no hard and fast rules about when to use a graph and when to use a table, in the context of a report or a paper it is often best to use tables so that the reader can scrutinise the numbers directly." (Jenny Freeman et al, "How to Display Data", 2008)

"There are two main reasons for using graphic displays of datasets: either to present or to explore data. Presenting data involves deciding what information you want to convey and drawing a display appropriate for the content and for the intended audience. [...] Exploring data is a much more individual matter, using graphics to find information and to generate ideas.Many displays may be drawn. They can be changed at will or discarded and new versions prepared, so generally no one plot is especially important, and they all have a short life span." (Antony Unwin, "Good Graphics?" [in "Handbook of Data Visualization"], 2008)

"When displaying information visually, there are three questions one will find useful to ask as a starting point. Firstly and most importantly, it is vital to have a clear idea about what is to be displayed; for example, is it important to demonstrate that two sets of data have different distributions or that they have different mean values? Having decided what the main message is, the next step is to examine the methods available and to select an appropriate one. Finally, once the chart or table has been constructed, it is worth reflecting upon whether what has been produced truly reflects the intended message. If not, then refine the display until satisfied; for example if a chart has been used would a table have been better or vice versa?" (Jenny Freeman et al, "How to Display Data", 2008)

"So what is the difference between a chart or graph and a visualization? […] a chart or graph is a clean and simple atomic piece; bar charts contain a short story about the data being presented. A visualization, on the other hand, seems to contain much more ʻchart junkʼ, with many sometimes complex graphics or several layers of charts and graphs. A visualization seems to be the super-set for all sorts of data-driven design." (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)

"When a chart is presented properly, information just lows to the viewer in the clearest and most efficient way. There are no extra layers of colors, no enhancements to distract us from the clarity of the information." (Dona Wong, "The Wall Street Journal guide to information graphics: The dos and don’ts of presenting data, facts, and figures", 2010) 

"All graphics present data and allow a certain degree of exploration of those same data. Some graphics are almost all presentation, so they allow just a limited amount of exploration; hence we can say they are more infographics than visualization, whereas others are mostly about letting readers play with what is being shown, tilting more to the visualization side of our linear scale. But every infographic and every visualization has a presentation and an exploration component: they present, but they also facilitate the analysis of what they show, to different degrees." (Alberto Cairo, "The Functional Art", 2011)

"Darn right, graphs are not serious. Any untrained, unsophisticated, non-degree-holding civilian can display data. Relying on plots is like admitting you do not need a statistician. Show pictures of the numbers and let people make their own judgments? That can be no better than airing your statistical dirty laundry. People need guidance; they need to be shown what the data are supposed to say. Graphics cannot do that; models can." (William M Briggs, Comment, Journal of Computational and Graphical Statistics Vol. 20(1), 2011)

"Graphics, charts, and maps aren’t just tools to be seen, but to be read and scrutinized. The first goal of an infographic is not to be beautiful just for the sake of eye appeal, but, above all, to be understandable first, and beautiful after that; or to be beautiful thanks to its exquisite functionality." (Alberto Cairo, "The Functional Art", 2011)

"Graphics is the visual means of resolving logical problems." (Jacques Bertin, "Graphics and Graphic Information Processing", 2011)

"In information graphics, what you show can be as important as what you hide." (Alberto Cairo, "The Functional Art", 2011)

"The fact that an information graphic is designed to help us complete certain intellectual tasks is what distinguishes it from fine art." (Alberto Cairo, "The Functional Art", 2011)

"The first and main goal of any graphic and visualization is to be a tool for your eyes and brain to perceive what lies beyond their natural reach." (Alberto Cairo, "The Functional Art", 2011)

"Thinking of graphics as art leads many to put bells and whistles over substance and to confound infographics with mere illustrations." (Alberto Cairo, "The Functional Art", 2011)

"A viewer’s eye must be guided to 'read' the elements in a logical order. The design of an exploratory graphic needs to allow for the additional component of discovery - guiding the viewer to first understand the overall concept and then engage her to further explore the supporting information." (Felice C Frankel & Angela H DePace, "Visual Strategies", 2012)

"The final step in creating your graphic is to refine it. Step back and look at it with fresh eyes. Is there anything that could be removed? Or anything that should be removed because it is distracting? Consider each element in your figure and question whether it contributes enough to your overall goal to justify its contribution. Also consider whether there is anything that could be represented more clearly. Perhaps you have been so effective at simplifying your graphic that you could now include another point in the same figure. Another method of refinement is to check the placement and alignment of your labels. They should be unobtrusive and clearly indicate which object they refer to. Consistency in fonts and alignment of labels can make the difference between something that is easy and pleasant to read, and something that is cluttered and frustrating." (Felice C Frankel & Angela H DePace, "Visual Strategies", 2012)

"A common mistake is that all visualization must be simple, but this skips a step. You should actually design graphics that lend clarity, and that clarity can make a chart 'simple' to read. However, sometimes a dataset is complex, so the visualization must be complex. The visualization might still work if it provides useful insights that you wouldn’t get from a spreadsheet. […] Sometimes a table is better. Sometimes it’s better to show numbers instead of abstract them with shapes. Sometimes you have a lot of data, and it makes more sense to visualize a simple aggregate than it does to show every data point." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Data is more than numbers, and to visualize it, you must know what it represents. Data represents real life. It’s a snapshot of the world in the same way that a photograph captures a small moment in time. […] The connection between data and what it represents is key to visualization that means something. It is key to thoughtful data analysis. It is key to a deeper understanding of your data. Computers do a bulk of the work to turn numbers into shapes and colors, but you must make the connection between data and real life, so that you or the people you make graphics for extract something of value." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Eye-catching data graphics tend to use designs that are unique (or nearly so) without being strongly focused on the data being displayed. In the world of Infovis, design goals can be pursued at the expense of statistical goals. In contrast, default statistical graphics are to a large extent determined by the structure of the data (line plots for time series, histograms for univariate data, scatterplots for bivariate nontime-series data, and so forth), with various conventions such as putting predictors on the horizontal axis and outcomes on the vertical axis. Most statistical graphs look like other graphs, and statisticians often think this is a good thing." (Andrew Gelman & Antony Unwin, "Infovis and Statistical Graphics: Different Goals, Different Looks" , Journal of Computational and Graphical Statistics Vol. 22(1), 2013)

"Put everything together - from understanding data, to exploration, clarity, and adapting to an audience - and you get a general process for how to make data graphics."  (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"The biggest thing to know is that data visualization is hard. Really difficult to pull off well. It requires harmonization of several skills sets and ways of thinking: conceptual, analytic, statistical, graphic design, programmatic, interface-design, story-telling, journalism - plus a bit of ‘gut feel.’ The end result is often simple and beautiful, but the process itself is usually challenging and messy." (David McCandless, 2013)

"To put it simply, we communicate when we display a convincing pattern, and we discover when we observe deviations from our expectations. These may be explicit in terms of a mathematical model or implicit in terms of a conceptual model. How a reader interprets a graphic will depend on their expectations. If they have a lot of background knowledge, they will view the graphic differently than if they rely only on the graphic and its surrounding text." (Andrew Gelman & Antony Unwin, "Infovis and Statistical Graphics: Different Goals, Different Looks", Journal of Computational and Graphical Statistics Vol. 22(1), 2013)

"What is good visualization? It is a representation of data that helps you see what you otherwise would have been blind to if you looked only at the naked source. It enables you to see trends, patterns, and outliers that tell you about yourself and what surrounds you. The best visualization evokes that moment of bliss when seeing something for the first time, knowing that what you see has been right in front of you, just slightly hidden. Sometimes it is a simple bar graph, and other times the visualization is complex because the data requires it." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"It’s the 'message' that decides the presentation. The numbers, visual, or text or a combination of these are to only support the way of putting the message across. This also changes the way one conceptualizes a graphic. The thought starts with the message and then gets into putting other related information together to support it instead of starting with the data and thinking of what to make of it [...] The advantage of taking this route is also that you are not just restricted by topics or numbers or just presenting “news.” You can go a step further and air your “views,” too, to make a point." (Raj Kamal, "Everyday Visuals as News", 2014)

"There are myriad questions that we can ask from data today. As such, it’s impossible to write enough reports or design a functioning dashboard that takes into account every conceivable contingency and answers every possible question." (Phil Simon, "The Visual Organization: Data Visualization, Big Data, and the Quest for Better Decisions", 2014)

"Data graphics are used to show findings, new insights, or results. The data graphic serves as the visual evidence presented to the audience. The data graphic makes the evidence clear when it shows an interpretable result such as a trend or pattern. Data graphics are only as good as the insight or message communicated." (Kristen Sosulski, "Data Visualization Made Simple: Insights into Becoming Visual", 2018)

"Good data visualizations are persuasive graphics that help tell your data story. When you begin any visualization project, how do you know if your audience will understand your message? Your audience has input in the data visualization process. Consider what they already know and don’t know. Determine how you will support them in identifying and understanding your key points. " (Kristen Sosulski, "Data Visualization Made Simple: Insights into Becoming Visual", 2018)

"Dashboards are collections of several linked visualizations all in one place. The idea is very popular as part of business intelligence: having current data on activity summarized and presented all inone place. One danger of cramming a lot of disparate information into one place is that you will quickly hit information overload. Interactivity and small multiples are definitely worth considering as ways of simplifying the information a reader has to digest in a dashboard. As with so many other visualizations, layering the detail for different readers is valuable." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"One very common problem in data visualization is that encoding numerical variables to area is incredibly popular, but readers can’t translate it back very well." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"Another problem is that while data visualizations may appear to be objective, the designer has a great deal of control over the message a graphic conveys. Even using accurate data, a designer can manipulate how those data make us feel. She can create the illusion of a correlation where none exists, or make a small difference between groups look big." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"Well-designed data graphics provide readers with deeper and more nuanced perspectives, while promoting the use of quantitative information in understanding the world and making decisions." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"However, just as in cooking, the details matter: the wrong spice can ruin the stew. In graphing data, different methods or graphical features can make it easier or harder to perceive and understand relationships or comparisons from the same data." (Michael Friendly & Howard Wainer, "A History of Data Visualization and Graphic Communication", 2021)

"Its primary function was to make previously invisible phenomena subject to direct inspection in a graphic display […] The graphic method had another function, that of communication to the scientific community and educated readers. These displays made complex phenomena palpable and concrete." (Michael Friendly & Howard Wainer, "A History of Data Visualization and Graphic Communication", 2021)

"Graphic statistic has a role to play of its own; it is not the servant of numerical statistics but it cannot pretend, on the other hand, to precede or displace it." (Armand Julin) [?]

04 December 2011

📉Graphical Representations: Dashboards (Just the Quotes)

"The real value of dashboard products lies in their ability to replace hunt‐and‐peck data‐gathering techniques with a tireless, adaptable, information‐flow mechanism. Dashboards transform data repositories into consumable information." (Gregory L Hovis, "Stop Searching for InformationMonitor it with Dashboard Technology," DM Direct, 2002)

"Dashboards and visualization are cognitive tools that improve your 'span of control' over a lot of business data. These tools help people visually identify trends, patterns and anomalies, reason about what they see and help guide them toward effective decisions. As such, these tools need to leverage people's visual capabilities. With the prevalence of scorecards, dashboards and other visualization tools now widely available for business users to review their data, the issue of visual information design is more important than ever." (Richard Brath & Michael Peters, "Dashboard Design: Why Design is Important," DM Direct, 2004)

“Dashboards aren't all that different from some of the other means of presenting information, but when properly designed the single-screen display of integrated and finely tuned data can deliver insight in an especially powerful way.” (Richard Brath & Michael Peters, "Dashboard Design: Why Design is Important," DM Direct, 2004)

"An effective dashboard is the product not of cute gauges, meters, and traffic lights, but rather of informed design: more science than art, more simplicity than dazzle. It is, above all else, about communication." (Stephen Few, "Information Dashboard Design", 2006)

"Most dashboards fail to communicate efficiently and effectively, not because of inadequate technology (at least not primarily), but because of poorly designed implementations. No matter how great the technology, a dashboard's success as a medium of communication is a product of design, a result of a display that speaks clearly and immediately. Dashboards can tap into the tremendous power of visual perception to communicate, but only if those who implement them understand visual perception and apply that understanding through design principles and practices that are aligned with the way people see and think." (Stephen Few, "Information Dashboard Design", 2006) 

"Having a purposeless or poorly performing dashboard is more common than not. This happens when the underlying architecture is not designed properly to support the needs of dashboard interaction. There is an obvious disconnect between the design of the data warehouse and the design of the dashboards. The people who design the data warehouse do not know what the dashboard will do; and the people who design the dashboards do not know how the data warehouse was designed, resulting in a lack of cohesion between the two. A similar disconnect can also exist between the dashboard designer and the business analyst, resulting in a dashboard that may look beautiful and dazzling but brings very little business value." (Nils H Rasmussen et al, "Business Dashboards: A visual catalog for design and deployment", 2009)

"In general, it still holds true that 'there is no such thing as a free lunch'. What this means is that the most advanced dashboard solutions with the most features and flexibility are generally also the technologies that require more setup and more skill sets from the administrators and the end users. In some cases companies 'dumb down' their dashboard application in the initial stages of deployment so as not to scare their users with too many options. Later, when a dashboard culture has developed, they open up more of the functionality." (Nils H Rasmussen et al, "Business Dashboards: A visual catalog for design and deployment", 2009)

"There are myriad questions that we can ask from data today. As such, it’s impossible to write enough reports or design a functioning dashboard that takes into account every conceivable contingency and answers every possible question." (Phil Simon, "The Visual Organization: Data Visualization, Big Data, and the Quest for Better Decisions", 2014)

"A dashboard is like the executive summary of a report. We read executive summaries and skip the body of the report if the summary is more or less in line with our expectations. Trouble is, measurement is never exhaustive. It is only when we dive in that we realize what areas may have been missed." (Sriram Narayan, "Agile IT Organization Design: For Digital Transformation and Continuous Delivery", 2015)

"[…] an overall green status indicator doesn’t mean anything most of the time. All it says is that the things under measurement seem okay. But there always will be many more things not under measurement. To celebrate green indicators is to ignore the unknowns. […] The tendency to roll up metrics into dashboards promotes ignorance of the real situation on the ground. We forget that we only see what is under measurement. We only act when something is not green." (Sriram Narayan, "Agile IT Organization Design: For Digital Transformation and Continuous Delivery", 2015)

"Rolling up fine-grained metrics to create high-level dashboards puts pressure on teams to keep the fine-grained metrics green even when it might not be the best use of their time." (Sriram Narayan, "Agile IT Organization Design: For Digital Transformation and Continuous Delivery", 2015)

"A performance dashboard is a practical tool to improve management effectiveness and efficiency, not just a pretty retrospective picture in an annual report." (Pearl Zhu, "Performance Master: Take a Holistic Approach to Unlock Digital Performance", 2017)

"All human storytellers bring their subjectivity to their narratives. All have bias, and possibly error. Acknowledging and defusing that bias is a vital part of successfully using data stories. By debating a data story collaboratively and subjecting it to critical thinking, organizations can get much higher levels of engagement with data and analytics and impact their decision making much more than with reports and dashboards alone." (James Richardson, 2017)

"Dashboards are a type of multiform visualization used to summarize and monitor data. These are most useful when proxies have been well validated and the task is well understood. This design pattern brings a number of carefully selected attributes together for fast, and often continuous, monitoring - dashboards are often linked to updating data streams. While many allow interactivity for further investigation, they typically do not depend on it. Dashboards are often used for presenting and monitoring data and are typically designed for at-a-glance analysis rather than deep exploration and analysis." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"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)

"Dashboards are collections of several linked visualizations all in one place. The idea is very popular as part of business intelligence: having current data on activity summarized and presented all inone place. One danger of cramming a lot of disparate information into one place is that you will quickly hit information overload. Interactivity and small multiples are definitely worth considering as ways of simplifying the information a reader has to digest in a dashboard. As with so many other visualizations, layering the detail for different readers is valuable." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"[Dashboards] are popular methods for displaying multiple visualizations and statistical information. Dashboards often take the form of some organizational instrument that offers both at-a-glance and detailed views of many different analytical and information dimensions. Dashboards are not a unique chart type themselves, but rather should be considered compositions that comprise multiple chart types." (Andy Kirk, "Data Visualisation: A Handbook for Data Driven Design" 2nd Ed., 2019)

"Understanding the entire data ecosystem, from the production of a data point to its consumption in a dashboard or a visualization, provides the ability to invoke action, which is more valuable than the mere sum of its parts." (Jesús Barrasa et al, "Knowledge Graphs: Data in Context for Responsive Businesses", 2021)

"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)

"As we enter into certain types of analytical conversations, we expect the conversations to flow in a predictable and cohesive manner. A KPI dashboard, for example, uses redundant structures across specific dimensions or measures to convey information. A dashboard with a top-down exposition style provides high-level information first and clarifies downward, while a bottom-up dashboard starts with the details and clarifies them against the larger picture." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Chart choices can also create weight within the entire composition. Presenting information as a comprehensive visualization, such as in a dashboard, requires thinking beyond individual charts. In writing, we not only craft sentences, but write the composition as an entire piece. Certain sentences may drive the writing more, but all sentences play a role in conveying the message." (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)

"When integrating written text with charts in a functionally aesthetic way, the reader should be able to find the key takeaways from the chart or dashboard, taking into account the context, constraints, and reading objectives of the overall message."  (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
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IT Professional with more than 24 years experience in IT in the area of full life-cycle of Web/Desktop/Database Applications Development, Software Engineering, Consultancy, Data Management, Data Quality, Data Migrations, Reporting, ERP implementations & support, Team/Project/IT Management, etc.