Showing posts with label dual axis. Show all posts
Showing posts with label dual axis. Show all posts

15 June 2024

🗒️Graphical Representation: Bar & Column Charts [Notes]

Disclaimer: This is work in progress intended to consolidate information from various sources and may deviate from them. Please consult the sources for the exact content!
Last updated: 15-Jun-2024

Bar & Column Charts with Variations
Bar & Column Charts (Graphs) 

  • {definition} graphical representation of categorical data with rectangular figures (aka boxes) whose heights (column chart) or lengths (bar chart) are proportional to the values that they represent
  • {benefit} allow to visually encode/decode quantitative information-size as magnitude and area based on the relative position of the end of the box along the common scale
    • if the width of the box is the same, it's enough to compare the length
      • ⇒ the basis of comparison is one-dimensional [1]
      • ⇐ orient the reader to the relative magnitudes of the boxes
    • area is typically encoded when the width varies
      • ⇐ encoding by area is a poor encoding method as it can mislead
    • can represent negative and positive values 
    • one of the most useful, simple, and adaptable techniques in graphic presentation [1]
      • easily understood by readers
      • sometimes avoided because they are so common
      • almost everything could be a bar chart
    • the length of each bar is proportional to the quantity or amount of each category represented [1]
      • ⇒the zero line must be shown [1]
      • ⇒the scale must not be broken [1]
        • {exception} an excessively long bar in a series of bars may be broken off at the end, and the amount involved shown directly beyond it [1]
  • {benefit} allow to visually represent categorical data
    • ⇒ occasionally represented without scales, grid lines or tick marks
    • the more data elements are presented, the more difficult it becomes to navigate and/or display the data
  • {benefit} allow us to easily compare magnitudes 
    • sometimes without looking at the actual values
  • {type} bar chart
    • the box is shown horizontally
    • represents magnitude by length
    • allows comparing different items as of a specific time
  • {type} column chart
    • the box is shown vertically
    • represents magnitude by height
    • allows comparing different items over time
      • ⇐ it still displays discrete points
    • recommended for comparing similar items for different time periods [2]
    • effective way to show most types of comparisons [2]
  • {subtype} stacked chart
    • variation of bar/column charts in which the boxes of a dimension's components are staked over each other
      • {exception} spaces can be used between boxes if the values aren't cumulative [3]
    • {benefit} allows encoding a further dimension where the values are staked within the same box
    • {drawback} do not show data structure well
      • ⇒ make it challenging to compare values across boxes
  • {subtype} 100-percent chart
    • variation of stacked chart in which the magnitude totals to 100%
    • {benefit} allows to display part to whole relationships
      • ⇐ preferable to circle chart's angle and area comparison [1]
  • {subtype} clustered chart (aka grouped chart)
    • variation of bar/column charts that allows encoding further quantitative information in distinct boxes tacked together which occasionally overlap
      • ⇐ if there's space, it is usually kept to a minimum
      • e.g. can be used to display multiple data series 
    • can be used with a secondary axis
    • {benefit} allows comparisons within the cluster/group as well between clusters/groups
    • {drawback} more challenging to make comparisons across points
  • {subtype} area chart (variable-width/variwide chart/graph
    • variation of bar/column charts in which the height/width have significance being proportional to some measure or characteristics of the data elements represented [3]
    • {benefit} allow encoding a further dimension as part of the area
  • {subtype} deviation chart 
    • variation of bar/column charts that display positive and negative values 
  • {subtype} joined chart
    • variation of bar/column charts in which the boxes are tacked together
    • {benefit} allow to better use the space available 
  • {subtype} paired chart 
    • variation of bar/column charts in which the boxes are paired in mirror based on an axis
      • e.g. the values of one data series are displayed to the left, while the values for a second data series are displayed to the right 
    • {benefit} allows to study the correlation and/or other relationships between the values of two data series
    • the hidden axes can have different scales 
  • {subtype} circular chart (aka radial chart)
    • variation of bar/column charts in which the boxes are wrapped into a circle, the various categories being uniformly spaced along the radial or category axis [3]
    • the value scale can have any upper or lower value and can progress in either direction [3]
    • {benefit} useful to represent data that have a circular dimension in an aesthetic form
      • e.g. months, hours
  • {subtype} waterfall chart (aka progressing chart)
    • variation of bar/column charts in which the boxes are displayed progressively, the start of a box corresponding the end of the previous box 
    • time and activity charts can be considered as variations of this subtype [3]
    • {advantage} allows to determine cumulative values, respectively the increase/decrease between consecutive boxes
  • {subtype}composite chart (aka mixed chartcombination chart, overlay chart)
    • variation of bar/column charts in besides boxes are used other graphic types of encoding (line, area)
      • ⇐ the different data graphics are overlaid on one another [3]
    • {benefit} allows to improve clarity or highlight the relationships between several data series [3]
    • {drawback} overlaying can result in clutter 
  • used to  
    • display totals, averages or frequencies
    • display time series
    • display the relationship between two or more items
    • make a comparison among several items
    • make a comparison between parts and the whole
  • can be confounded with 
    • [histograms]
      • show distribution through the frequency of quantitative values against defined intervals of quantitative values
      • used for continuous numerical data or data that can be effectively modelled as continuous
      • it doesn't have spaces between bars
        • ⇐ older use of bar/column charts don't use spaces
        • if this aspect is ignored, histograms can be considered as a special type of area chart
    • [vertical line chart] (aka price chart, bar chart)
      • vertical line charts are sometimes referred as bar charts (see [3])
  • things to consider
    • distance between bars
      • the more distant the bars, the more difficult it becomes to make comparisons and the accuracy of judgment decreases
    • sorting
      • sorting the bars/columns by their size facilitates comparisons, though it can impede items' search, especially when there are many categories involved
        • {exception} not recommended for time series
    • clutter
      • displaying too many items in a cluster and/or too many labels can lead to clutter
      • {recommendation} display at maximum 3-4 clustered boxes
    • color
      • one should follow the general recommendations 
    • trend lines
      • can be used especially with time series especially to represent the linear regression line
    • dual axis
      • {benefit} allows to compare the magnitudes of two data series by employing a secondary axis
    • overlapping
      • overlapping boxes can make charts easier to read
    • symbols
      • can be used to designate reference points of comparison for each of the bars [3]
  • {alternative} pie chart
    • can be used to dramatize comparisons in relation to the whole [2]
    • one should consider the drawbacks 
  • {alternative} choropleth maps
    • more adequate for geographical dimensions
    • provide minimal encoding 
  • {alternative} line charts
    • can be much more informative
    • provides an optimal dat-ink ratio
    • reduces the chart junk feeling
  • {alternative} dot plots
    • are closer to the original data

References:
[1] Anna C Rogers (1961) "Graphic Charts Handbook"
[2] Robert Lefferts (1981) "Elements of Graphics: How to prepare charts and graphs for effective reports"
[3] Robert L Harris (1996) "Information Graphics: A Comprehensive Illustrated Reference"

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