🧭💹Business Intelligence: Perspectives (Part XXI: Data Visualization Revised)

Data Visualization Series

Creating data visualizations nowadays became so easy that anybody can do it with a minimum of effort and knowledge, which on one side is great for the creators but can be easily become a nightmare for the readers, respectively users. Just dumping data in visuals can be barely called data visualization, even if the result is considered as such. The problems of visualization are multiple – the lack of data culture, the lack of understanding processes, data and their characteristics, the lack of being able to define and model problems, the lack of educating the users, the lack of managing the expectations, etc.

There are many books on data visualization though they seem an expensive commodity for the ones who want rapid enlightenment, and often the illusion of knowing proves maybe to be a barrier. It's also true that many sets of data are so dull, that the lack of information and meaning is compensated by adding elements that give a kitsch look-and-feel (aka chartjunk), shifting the attention from the valuable elements to decorations. So, how do we overcome the various challenges? 

Probably, the most important step when visualizing data is to define the primary purpose of the end product. Is it to inform, to summarize or to navigate the data, to provide different perspectives at macro and micro level, to help discovery, to explore, to sharpen the questions, to make people think, respectively understand, to carry a message, to be artistic or represent truthfully the reality, or maybe is just a filler or point of attraction in a textual content?

Clarifying the initial purpose is important because it makes upfront the motives and expectations explicit, allowing to determine the further requirements, characteristics, and set maybe some limits in what concern the time spent and the qualitative and/or qualitative criteria upon which the end result should be eventually evaluated. Narrowing down such aspects helps in planning and the further steps performed. 

Many of the steps are repetitive and past experience can help reduce the overall effort. Therefore, professionals in the field, driven by intuition and experience probably don't always need to go through the full extent of the process. Conversely, what is learned and done poorly, has high chances of delivering poor quality. 

A visualization can be considered as effective when it serves the intended purpose(s), when it reveals with minimal effort the patterns, issues or facts hidden in the data, when it allows people to explore the data, ask questions and find answers altogether. One can talk also about efficiency, especially when readers can see at a glance the many aspects encoded in the visualization. However, the more the discovery process is dependent on data navigation via filters or other techniques, the more difficult it becomes to talk about efficiency.

Better criteria to judge visualizations is whether they are meaningful and useful for the readers, whether the readers understood the authors' intent, the further intrinsic implication, though multiple characteristics can be associated with these criteria: clarity, specificity, correctedness, truthfulness, appropriateness, simplicity, etc. All these are important in lower or higher degree depending on the broader context of the visualization.

All these must be weighted in the bigger picture when creating visualizations, though there are probably also exceptions, especially on the artistic side, where artists can cut corners for creating an artistic effect, though also in here the authors need to be truthful to the data and make sure that their work don't distort excessively the facts. Failing to do so might not have an important impact on the short term considerably, though in time the effects can ripple with unexpected effects.

Previous Post <<||>>  Next Post

♟️Strategic Management: Effectiveness (Just the Quotes)

 "After a person has collected data and studied a proposition with great care so that his own mind is made up as to the best solution for the problem, he is apt to feel that his work is about completed. Usually, however, when his own mind is made up, his task is only half done. The larger and more difficult part of the work is to convince the minds of others that the proposed solution is the best one - that all the recommendations are really necessary. Time after time it happens that some ignorant or presumptuous member of a committee or a board of directors will upset the carefully-thought-out plan of a man who knows the facts, simply because the man with the facts cannot present his facts readily enough to overcome the opposition. It is often with impotent exasperation that a person having the knowledge sees some fallacious conclusion accepted, or some wrong policy adopted, just because known facts cannot be marshalled and presented in such manner as to be effective." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"An Organization Chart is a cross section picture covering every relationship in the bank. It is a schematic survey showing department functions and interrelations, lines of authority, responsibility, communication and counsel. Its purpose is 'to bring the various human parts of the organization into effective correlation and co-operation'." (John W Schulze, "Office Administration", 1919)

"Organization planning is the process of defining and grouping the activities of the enterprise so that they may be most logically assigned and effectively executed. It is concerned with the establishment of relationships among the units so as to further the objectives of the enterprise." (Ernest Dale, "Planning and developing the company organization structure", 1952)

"If charts do not reflect actual organization and if the organization is intended to be as charted, it is the job of effective management to see that actual organization conforms with that desired. Organization charts cannot supplant good organizing, nor can a chart take the place of spelling out authority relationships clearly and completely, of outlining duties of managers and their subordinates, and of defining responsibilities." (Harold Koontz & Cyril O Donnell, "Principles of Management", 1955)

"The decision which achieves organization objectives must be both" (1) technologically sound and" (2) carried out by people. If we lose sight of the second requirement or if we assume naively that people can be made to carry out whatever decisions are technically sound we run the risk of decreasing rather than increasing the effectiveness of the organization." (Douglas McGregor, "The Human Side of Enterprise", 1960)

"The key question for top management is what are your assumptions" (implicit as well as explicit) about the most effective way to manage people?" (Douglas McGregor, "The Human Side of Enterprise", 1960)

"If we view organizations as adaptive, problem-solving structures, then inferences about effectiveness have to be made, not from static measures of output, but on the basis of the processes through which the organization approaches problems. In other words, no single measurement of organizational efficiency or satisfaction - no single time-slice of organizational performance can provide valid indicators of organizational health." (Warren G Bennis, "General Systems Yearbook", 1962)

"Planning is the design of a desired future and of effective ways of bringing it about." (Russell L Ackoff, "A concept of corporate planning", 1969) 

"As in war, strategic success depends on tactical effectiveness, and no degree of planning can lessen management's tactical imperatives. The first responsibility of the executive, anyway, is to the here and now. If he makes a shambles of the present, there may be no future; and the real purpose of planning - the one whose neglect is common, but poisonous - is to safeguard and sustain the company in subsequent short-run periods." (Robert Heller, "The Naked Manager: Games Executives Play", 1972)

"Decisions must be made at the lowest possible level for management at the top to retain its effectiveness." (Saxon Tate, "The Time Trap", 1972)

"The myth of efficiency lies in the assumption that the most efficient manager is ipso facto the most effective; actually the most efficient manager working on the wrong task will not be effective." (R Alec Mackenzie, "The Time Trap", 1972)

"Effectiveness is the foundation of success - efficiency is a minimum condition for survival after success has been achieved. Efficiency is concerned with doing things right. Effectiveness is doing the right things." (Peter Drucker, "Management: Tasks, Responsibilities, Challenges", 1973)

"Executives do many things in addition to making decisions. But only executives make decisions. The first managerial skill is, therefore, the making of effective decisions." (Peter F Drucker, "Management: Tasks, Responsibilities, Practices", 1973)

"Managers, therefore, need to be skilled in making decisions with long futurity on a systematic basis. Management has no choice but to anticipate the future, to attempt to mold it, and to balance short-range and long-range goals.[…] “Short range” and “long range” are not determined by any given time span. A decision is not short range because it takes only a few months to carry it out. What matters is the time span over which it is effective. […] The skill we need is not long-range planning. It is strategic decision-making, or perhaps strategic planning." (Peter F Drucker, "Management: Tasks, Responsibilities, Practices", 1973)

"The worker's effectiveness is determined largely by the way he is being managed." (Peter F Drucker, Management: Tasks, Responsibilities, Practices, 1973)

"The purpose of organizations is to exploit the fact that many" (virtually all) decisions require the participation of many individuals for their effectiveness. In particular, [...] organizations are a means of achieving the benefits of collective action in situations in which the price system fails." (Kenneth J Arrow, "The Limits of Organization", 1974)

"[...] strategic change is likely to call for different management techniques than continuous running of well-established business-units. [..,] If effectively done, strategic management can have even greater payoffs in rough seas than in clear sailing." (Boris Yavitz & William H Newman, "Strategy in Action", 1982)

"No matter how difficult or unprecedented the problem, a breakthrough to the best possible solution can come only from a combination of rational analysis, based on the real nature of things, and imaginative reintegration of all the different items into a new pattern, using nonlinear brainpower. This is always the most effective approach to devising strategies for dealing successfully with challenges and opportunities, in the market arena as on the battlefield." (Kenichi Ohmae, "The Mind Of The Strategist", 1982)

"Because the importance of training is so commonly underestimated, the manager who wants to make a dramatic improvement in organizational effectiveness without challenging the status quo will find a training program a good way to start." (Theodore Caplow, "Managing an Organization", 1983)

"Effective managers live in the present but concentrate on the future." (James L Hayes, "Memos for Management: Leadership", 1983)

"The first rule is that a measurement - any measurement - is better than none. But a genuinely effective indicator will cover the output of the work unit and not simply the activity involved. […] If you do not systematically collect and maintain an archive of indicators, you will have to do an awful lot of quick research to get the information you need, and by the time you have it, the problem is likely to have gotten worse." (Andrew S Grove, "High Output Management", 1983)

"Most managers are reluctant to comment on ineffective or inappropriate interpersonal behavior. But these areas are often crucial for professional task success. This hesitancy is doubly felt when there is a poor relationship between the two. [...] Too few managers have any experience in how to confront others effectively; generally they can more easily give feedback on inadequate task performance than on issues dealing with another's personal style." (David L Bradford & Allan R Cohen, "Managing for Excellence", 1984)

"Most managers are rewarded if their unit operates efficiently and effectively. A highly creative unit, in contrast, might appear ineffective and uneven, and rather crazy to an outside or inside observer." (William G Dyer, "Strategies for Managing Change", 1984)

"The chain of command is an inefficient communication system. Although my staff and I had our goals, tasks, and priorities well defined, large parts of the organization didn't know what was going on. Frequent, thorough, open communication to every employee is essential to get the word out and keep walls from building within the company. And while face-to-face communication is more effective than impersonal messages, it's a good idea to vary the medium and the message so that no one" (including top management) relies too much on ''traditional channels of communication."" (William H Peace, Harvard Business Review, 1986)

"Effective training programs are essential to identify needs for improvement wherever they might occur, and develop solutions to the concerns that we discover [...] before they become problems." (T Allen McArtor, [speech] 1987)

"To be effective, a manager must accept a decreasing degree of direct control." (Eric G Flamholtz & Yvonne Randal, "The Inner Game of Management", 1987)

"Effective people are not problem-minded; they're opportunity minded. They feed opportunities and starve problems." (Stephen Covey, "Daily Reflections for Highly Effective People", 1994)

"In effective personal leadership, visualization and affirmation techniques emerge naturally out of a foundation of well thought through purposes and principles that become the center of a person's life." (Stephen Covey, "Daily Reflections for Highly Effective People", 1994)

"Trust is the glue of life. It's the most essential ingredient in effective communication. It's the foundational principle that holds all relationships - marriages, families, and organizations of every kind - together." (Stephen Covey, "First Things First", 1994)

"At the very least" (there is certainly more), cybernetics implies a new philosophy about" (1) what we can know," (2) about what it means for something to exist, and" (3) about how to get things done. Cybernetics implies that knowledge is to be built up through effective goal-seeking processes, and perhaps not necessarily in uncovering timeless, absolute, attributes of things, irrespective of our purposes and needs." (Jeff Dooley, "Thoughts on the Question: What is Cybernetics", 1995)

"The thinking that underpins strategic planning is a legacy of more stable times when the environment was changing sufficiently slowly for an effective corporate response to emerge from methodical organisational routines." (Max Boisot, "Information Space", 1995)

"Enterprise Engineering is defined as that body of knowledge, principles, and practices having to do with the analysis, design, implementation and operation of an enterprise. In a continually changing and unpredictable competitive environment, the Enterprise Engineer addresses a fundamental question: 'how to design and improve all elements associated with the total enterprise through the use of engineering and analysis methods and tools to more effectively achieve its goals and objectives' [...]" (Donald H Liles, "The Enterprise Engineering Discipline", 1996)

"Managers must clearly distinguish operational effectiveness from strategy. Both are essential, but the two agendas are different. The operational agenda involves continual improvement everywhere there are no trade-offs. Failure to do this creates vulnerability even for companies with a good strategy. The operational agenda is the proper place for constant change, flexibility, and relentless efforts to achieve best practice. In contrast, the strategic agenda is the right place for defining a unique position, making clear trade-offs, and tightening fit. It involves the continual search for ways to reinforce and extend the company’s position. The strategic agenda demands discipline and continuity; its enemies are distraction and compromise." (Michael E Porter, "What is Strategy?", Harvard Business Review, 1996)

"Strategy is creating fit among a company’s activities. The success of a strategy depends on doing many things well - not just a few - and integrating among them. If there is no fit among activities, there is no distinctive strategy and little sustainability. Management reverts to the simpler task of overseeing independent functions, and operational effectiveness determines an organization’s relative performance. " (Michael E Porter, "What is Strategy?", Harvard Business Review, 1996)

"There's a fundamental distinction between strategy and operational effectiveness. Strategy is about making choices, trade-offs; it's about deliberately choosing to be different. Operational effectiveness is about things that you really shouldn't have to make choices on; it's about what's good for everybody and about what every business should be doing. " (Michael E Porter, "What is Strategy?", Harvard Business Review, 1996)

"Too many companies believe people are interchangeable. Truly gifted people never are. They have unique talents. Such people cannot be forced into roles they are not suited for, nor should they be. Effective leaders allow great people to do the work they were born to do." (Warren Bennis, "Organizing Genius: The Secrets of Creative Collaboration", 1997)

"An effective leader leaves a legacy; they leave their footprints on the road for others to follow. A good leader develops themselves and they develop others. They bring people together rather than divide them." (Joseph O’Connor, "Leading With NLP: Essential Leadership Skills for Influencing and Managing People", 1998)

"Arriving at standards is often easier said than done. Standard-making is a torturous, bickering process every time. And the end result is universally condemned - since it is the child of compromise. But for a standard to be effective, its adoption must be voluntary. There must be room to dissent by pursuing alternative standards at any time." (Kevin Kelly, "New Rules for the New Economy: 10 radical strategies for a connected world", 1998)

"Good leaders are ethical, responsible and effective. Ethical because leadership connects you to others through shared values. Responsible because leadership means self-development and not simply giving orders, however charismatically, to get others to do what you want. Effective because shared values and goals give the strongest motivation for getting tasks done. There are no guarantees, but this sort of leadership will bring you closer to people and give you the greatest chance of success." (Joseph O’Connor, "Leading With NLP: Essential Leadership Skills for Influencing and Managing People", 1998)

"True systems thinking, on the other hand, studies each problem as it relates to the organization’s objectives and interaction with its entire environment, looking at it as a whole within its universe. Taking your organization from a partial systems to a true systems state requires effective strategic management and backward thinking." (Stephen G Haines, "The Systems Thinking Approach to Strategic Planning and Management", 2000)

"Systems thinking means the ability to see the synergy of the whole rather than just the separate elements of a system and to learn to reinforce or change whole system patterns. Many people have been trained to solve problems by breaking a complex system, such as an organization, into discrete parts and working to make each part perform as well as possible. However, the success of each piece does not add up to the success of the whole. to the success of the whole. In fact, sometimes changing one part to make it better actually makes the whole system function less effectively." (Richard L Daft, "The Leadership Experience", 2002)

"Enterprise Architecture is the discipline whose purpose is to align more effectively the strategies of enterprises together with their processes and their resources" (business and IT). Enterprise architecture is complex because it involves different types of practitioners with different goals and practices. Enterprise Architecture can be seen as an art; it is largely based on experience but does not have strong theoretical foundations. As a consequence, it is difficult to teach, to apply, and to support with computer-aided tools." (Alain Wegmann, "On the systemic enterprise architecture methodology", 2003)

"Enterprise architecture is the organizing logic for business processes and IT infrastructure reflecting the integration and standardization requirements of a company's operation model. […] The key to effective enterprise architecture is to identify the processes, data, technology, and customer interfaces that take the operating model from vision to reality." (Jeanne W Ross et al, "Enterprise architecture as strategy: creating a foundation for business", 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)

"Personal and organizational effectiveness is proportionate to the strength of leadership." (John C Maxwell, "The 21 Irrefutable Laws of Leadership", 2007)

"Enterprise architecture is the process of translating business vision and strategy into effective enterprise change by creating, communicating and improving the key requirements, principles and models that describe the enterprise's future state and enable its evolution. The scope of the enterprise architecture includes the people, processes, information and technology of the enterprise, and their relationships to one another and to the external environment. Enterprise architects compose holistic solutions that address the business challenges of the enterprise and support the governance needed to implement them." (Anne Lapkin et al, "Gartner Clarifies the Definition of the Term 'Enterprise Architecture", 2008)

"Management can be defined as the attainment of organizational goals in an effective and efficient manner through planning, organizing, staffing, directing, and controlling organizational resources." (Richard L Daft, "The Leadership Experience" 4th Ed., 2008)

"Checking the results of a decision against its expectations shows executives what their strengths are, where they need to improve, and where they lack knowledge or information." (Peter Drucker, "The Effective Executive", 2009) 

"For values or guiding principles to be truly effective they have to be verbs. It's not 'integrity', it's 'always do the right thing'. It's not 'innovation', it's 'look at the problem from a different angle'. Articulating our values as verbs gives us a clear idea - we have a clear idea of how to act in any situation." (Simon Sinek, "Start With Why: How Great Leaders Inspire Everyone to Take Action", 2009)

"Efficiency refers to the amount of resources used to achieve the organization’s goals. It is based on the quantity of raw materials, money, and employees necessary to produce a given level of output. Effectiveness is a broader term, meaning the degree to which an organization achieves its goals." (Richard L Daft, "Organization Theory and Design", 3rd Ed., 2010)

"Data are essential, but performance improvements and competitive advantage arise from analytics models that allow managers to predict and optimize outcomes. More important, the most effective approach to building a model rarely starts with the data; instead it originates with identifying the business opportunity and determining how the model can improve performance." (Dominic Barton & David Court, "Making Advanced Analytics Work for You", 2012) 

"Most leadership strategies are doomed to failure from the outset. As people have been noting for years, the majority of strategic initiatives that are driven from the top are marginally effective - at best." (Peter Senge, "The Dance of Change: The challenges to sustaining momentum in a learning organization", 2014)

"Strategy is ineffective if it cannot be articulated in terms of day-to-day tradeoffs." (Sriram Narayan, "Agile IT Organization Design: For Digital Transformation and Continuous Delivery", 2015)

"Good governance is less about structure and rules than being focused, effective and accountable." (Pearl Zhu,  "Digitizing Boardroom: The Multifaceted Aspects of Digital Ready Boards", 2016)

"So everyone has and uses mental representations. What sets expert performers apart from everyone else is the quality and quantity of their mental representations. Through years of practice, they develop highly complex and sophisticated representations of the various situations they are likely to encounter in their fields - such as the vast number of arrangements of chess pieces that can appear during games. These representations allow them to make faster, more accurate decisions and respond more quickly and effectively in a given situation. This, more than anything else, explains the difference in performance between novices and experts." (Anders Ericsson & Robert Pool, "Peak: Secrets from the New Science of Expertise", 2016)

"An effective goal management system - an OKR system - links goals to a team’s broader mission. It respects targets and deadlines while adapting to circumstances. It promotes feedback and celebrates wins, large and small. Most important, it expands our limits. It moves us to strive for what might seem beyond our reach." (John Doerr, "Measure what Matters", 2018)

"KEY RESULTS benchmark and monitor HOW we get to the objective. Effective KRs are specific and time-bound, aggressive yet realistic. Most of all, they are measurable and verifiable. […] You either meet a key result’s requirements or you don’t; there is no gray area, no room for doubt." (John Doerr, "Measure what Matters", 2018)

"Organizations that rely too heavily on org charts and matrixes to split and control work often fail to create the necessary conditions to embrace innovation while still delivering at a fast pace. In order to succeed at that, organizations need stable teams and effective team patterns and interactions. They need to invest in empowered, skilled teams as the foundation for agility and adaptability. To stay alive in ever more competitive markets, organizations need teams and people who are able to sense when context changes and evolve accordingly." (Matthew Skelton & Manuel Pais, "Team Topologies: Organizing Business and Technology Teams for Fast Flow", 2019)

"Effective leadership is putting first things first. Effective management is discipline, carrying it out." (Stephen Covey)

"If you do not conduct sufficient analysis and if you do not have firm technical knowledge, you cannot carry out improvement or standardization, nor can you perform good control or prepare control charts useful for effective control." (Kaoru Ishikawa)

"The normal 'cascade' strategy for implementing change is usually ineffective, because memories remain embedded in the way the organization works after the change. This applies particularly if the change relates to the culture rather than to work practices or systems." (Dick Beckhard)

"You cannot standardize or control effectively without intrinsic technology." (Kaoru Ishikawa)

📉Graphical Representation: Effectiveness (Just the Quotes)

"Though accurate data and real facts are valuable, when it comes to getting results the manner of presentation is ordinarily more important than the facts themselves. The foundation of an edifice is of vast importance. Still, it is not the foundation but the structure built upon the foundation which gives the result for which the whole work was planned. As the cathedral is to its foundation so is an effective presentation of facts to the data." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"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)

"Charts and graphs represent an extremely useful and flexible medium for explaining, interpreting, and analyzing numerical facts largely by means of points, lines, areas, and other geometric forms and symbols. They make possible the presentation of quantitative data in a simple, clear, and effective manner and facilitate comparison of values, trends, and relationships. Moreover, charts and graphs possess certain qualities and values lacking in textual and tabular forms of presentation." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"Correct emphasis is basic to effective graphic presentation. Intensity of color is the simplest method of obtaining emphasis. For most reproduction purposes black ink on a white page is most generally used.  Screens, dots and lines can, of course, be effectively used to give a gradation of tone from light grey to solid black. When original charts are the subjects of display presentation, use of colors is limited only by the subject and the emphasis desired." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"Simplicity, accuracy, appropriate size, proper proportion, correct emphasis, and skilled execution - these are the factors that produce the effective chart. To achieve simplicity your chart must be designed with a definite audience in mind, show only essential information. Technical terms should be absent as far as possible. And in case of doubt it is wiser to oversimplify than to make matters unduly complex. Be careful to avoid distortion or misrepresentation. Accuracy in graphics is more a matter of portraying a clear reliable picture than reiterating exact values. Selecting the right scales and employing authoritative titles and legends are as important as precision plotting. The right size of a chart depends on its probable use, its importance, and the amount of detail involved." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"The bar or column chart is the easiest type of graphic to prepare and use in reports. It employs a simple form: four straight lines that are joined to construct a rectangle or oblong box. When the box is shown horizontally it is called a bar; when it is shown vertically it is called a column. [...] The bar chart is an effective way to show comparisons between or among two or more items. It has the added advantage of being easily understood by readers who have little or no background in statistics and who are not accustomed to reading complex tables or charts." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Modern data graphics can do much more than simply substitute for small statistical tables. At their best, graphics are instruments for reasoning about quantitative information. Often the most effective way to describe, explore, and summarize a set of numbers even a very large set - is to look at pictures of those numbers. Furthermore, of all methods for analyzing and communicating statistical information, well-designed data graphics are usually the simplest and at the same time the most powerful." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"The effective communication of information in visual form, whether it be text, tables, graphs, charts or diagrams, requires an understanding of those factors which determine the 'legibility', 'readability' and 'comprehensibility', of the information being presented. By legibility we mean: can the data be clearly seen and easily read? By readability we mean: is the information set out in a logical way so that its structure is clear and it can be easily scanned? By comprehensibility we mean: does the data make sense to the audience for whom it is intended? Is the presentation appropriate for their previous knowledge, their present information needs and their information processing capacities?" (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

"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)

"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)

"The main goal of data visualization is its ability to visualize data, communicating information clearly and effectively. It doesn’t mean that data visualization needs to look boring to be functional or extremely sophisticated to look beautiful. To convey ideas effectively, both aesthetic form and functionality need to go hand in hand, providing insights into a rather sparse and complex dataset by communicating its key aspects in a more intuitive way. Yet designers often tend to discard the balance between design and function, creating gorgeous data visualizations which fail to serve its main purpose - communicate information." (Vitaly Friedman, "Data Visualization and Infographics", Smashing Magazine, 2008)

"For a visual to qualify as beautiful, it must be aesthetically pleasing, yes, but it must also be novel, informative, and efficient. [...] For a visual to truly be beautiful, it must go beyond merely being a conduit for information and offer some novelty: a fresh look at the data or a format that gives readers a spark of excitement and results in a new level of understanding. Well-understood formats (e.g., scatterplots) may be accessible and effective, but for the most part they no longer have the ability to surprise or delight us. Most often, designs that delight us do so not because they were designed to be novel, but because they were designed to be effective; their novelty is a byproduct of effectively revealing some new insight about the world." (Noah Iliinsky, "On Beauty", [in "Beautiful Visualization"] 2010)

"A graph is considered effective if it conveys the intended information in a way that can be understood quickly and without ambiguity by most consumers." (Sanjay Matange  & Dan Neath, "Statistical Graphics Procedures by Example: Effective Graphs Using SAS", 2011)

"Color can tell us where to look, what to compare and contrast, and it can give us a visual scale of measure. Because color can be so effective, it is often used for multiple purposes in the same graphic - which can create graphics that are dazzling but difficult to interpret. Separating the roles that color can play makes it easier to apply color specifically for encouraging different kinds of visual thinking. [...] Choose colors to draw attention, to label, to show relationships (compare and contrast), or to indicate a visual scale of measure." (Felice C Frankel & Angela H DePace, "Visual Strategies", 2012)

"The process of visual analysis can potentially go on endlessly, with seemingly infinite combinations of variables to explore, especially with the rich opportunities bigger data sets give us. However, by deploying a disciplined and sensible balance between deductive and inductive enquiry you should be able to efficiently and effectively navigate towards the source of the most compelling stories." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"A great infographic leads readers on a visual journey, telling them a story along the way. Powerful infographics are able to capture people’s attention in the first few seconds with a strong title and visual image, and then reel them in to digest the entire message. Infographics have become an effective way to speak for the creator, conveying information and image simultaneously." (Justin Beegel, "Infographics For Dummies", 2014)

"The effectiveness principle dictates that the importance of the attribute should match the salience of the channel; that is, its noticeability. In other words, the most important attributes should be encoded with the most effective channels in order to be most noticeable, and then decreasingly important attributes can be matched with less effective channels. " (Tamara Munzner, "Visualization Analysis and Design", 2014)

[…] no single visualization is ever quite able to show all of the important aspects of our data at once - there just are not enough visual encoding channels. […] designing effective visualizations to make sense of data is not an art - it is a systematic and repeatable process." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"Data storytelling gives your insight the best opportunity to capture attention, be understood, be remembered, and be acted on. An effective data story helps your insight reach its full potential: inspiring others to act and drive change." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

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

"Unlike text, visual communication is governed less by an agreed-upon convention between 'writer' and 'reader' than by how our visual systems react to stimuli, often before we’re aware of it. And just as composers use music theory to create music that produces certain predictable effects on an audience, chart makers can use visual perception theory to make more-effective visualizations with similarly predictable effects." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

"Good design isn’t just choosing colors and fonts or coming up with an aesthetic for charts. That’s styling - part of design, but by no means the most important part. Rather, people with design talent develop and execute systems for effective visual communication. They understand how to create and edit visuals to focus an audience and distill ideas." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

"Graphic design is not just about making things look good. It is a powerful combination of form and function that uses visual elements to communicate a message. Form refers to the physical appearance of a design, such as its shape, color, and typography. Function refers to the purpose of a design, such as what it is trying to communicate or achieve. A good graphic design is both visually appealing and functional. It uses the right combination of form and function to communicate its message effectively. Graphic design is also a strategic and thoughtful craft. It requires careful planning and execution to create a design that is both effective and aesthetically pleasing." (Faith Aderemi, "The Essential Graphic Design Handbook", 2024)

"When deeply complex charts work, we find them effective and beautiful, just as we find a symphony beautiful, which is another marvelously complex arrangement of millions of data points that we experience as a coherent whole." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

⛩️Edmond Lau - Collected Quotes

"A work environment that iterates quickly provides a faster feedback cycle and enables you to learn at a faster rate. Lengthy release cycles, formalized product approvals, and indecisive leadership slow down iteration speed; automation tools, lightweight approval processes, and a willingness to experiment accelerate progress." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Adopting a mindset of instrumentation means ensuring we have a set of dashboards that surface key health metrics and that enable us to drill down to the relevant data. However, many of the questions we want to answer tend to be exploratory, since we often don’t know everything that we want to measure ahead of time. Therefore, we need to build flexible tools and abstractions that make it easy to track additional metrics." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"At fast-growing teams and companies, the number of problems to solve exceeds available resources, providing ample opportunities to make a big impact and to increase your responsibilities. The growth also makes it easier to attract strong talent and build a strong team, which feeds back to generate even more growth. A lack of growth, on the other hand, leads to stagnation and politics. Employees might squabble over limited opportunities, and it becomes harder to find and retain talent." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Because we spend so much of our time at work, one of the most powerful leverage points for increasing our learning rate is our choice of work environment." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"But like many other aspects of code quality, building an abstraction for a problem comes with tradeoffs. Building a generalized solution takes more time than building one specific to a given problem. To break even, the time saved by the abstraction for future engineers needs to outweigh the time invested." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Continuous deployment is but one of many powerful tools at your disposal for increasing iteration speed. Other options include investing in time-saving tools, improving your debugging loops, mastering your programming workflows, and, more generally, removing any bottlenecks that you identify." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Developing the skills to automate takes time, whether they be using shell scripts, browser extensions, or something else. But the cost of mastering these skills gets smaller the more often you do it and the better you get at it." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Fine-tuning the efficiency of simple actions and saving a second here or there may not seem worth it at first glance. It requires an upfront investment, and you’ll very likely be slower the first few times you try out a new and unfamiliar workflow. But consider that you’ll repeat those actions at least tens of thousands of times during your career: minor improvements easily compound over time." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Good metrics accomplish a number of goals. First, they help you focus on the right things. […] Second, when visualized over time, good metrics help guard against future regressions. […] Third, good metrics can drive forward progress. […] Fourth, a good metric lets you measure your effectiveness over time and compare the leverage of what you’re doing against other activities you could be doing instead." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"How can we reduce integration risk? One effective strategy is to build end-to-end scaffolding and do system testing earlier. Stub out incomplete functions and modules, and assemble an end-to-end system as soon as possible, even if it’s only partly functional. Front-loading the integration work provides a number of benefits. First, it forces you to think more about the necessary glue between different pieces and how they interact, which can help refine the integration estimates and reduce project risk. Second, if something breaks the end-to-end system during development, you can identify and fix it along the way, while dealing with much less code complexity, rather than scrambling to tackle it at the end. Third, it amortizes the cost of integration throughout the development process, which helps build a stronger awareness of how much integration work is actually left." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"In any engineering discipline (and in life), there will always be more tasks to do than you have time for. Working on one task means not working on another. Therefore, regular prioritization is a high-leverage activity, because it determines the leverage of the rest of your time." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"It’s wishful thinking to believe that all the code we write will be bug-free and work the first time. In actuality, much of our engineering time is spent either debugging issues or validating that what we’re building behaves as expected. The sooner we internalize this reality, the sooner we will start to consciously invest in our iteration speed in debugging and validation loops." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Many of us are familiar with the concept of a minimal, reproducible test case. This refers to the simplest possible test case that exercises a bug or demonstrates a problem. A minimal, reproducible test case removes all unnecessary distractions so that more time and energy can be spent on the core issue, and it creates a tight feedback loop so that we can iterate quickly." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Project estimation and project planning are extremely difficult to get right, and many engineers (myself included) have learned this the hard way. The only way to get better is by practicing these concepts, especially on smaller projects where the cost of poor estimations is lower. The larger the project, the higher the risks, and the more leverage that good project planning and estimation skills will have on your success." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Project estimation is one of the hardest skills that an effective engineer needs to learn. But it’s crucial to master: businesses need accurate estimates to make long-term plans for their products. They need to know when resources might free up to work on upcoming features or when they can promise feature requests to customers. And even when we don’t have pressure to ship against a deadline, how long we think a project will take affects our decisions of what to work on." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Projects fail from under-communicating, not over-communicating. Even if resource constraints preclude the dependency that you want from being delivered any sooner, clarifying priorities and expectations enables you to plan ahead and work through alternatives." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Sometimes, we build things in a way that makes sense in the short-term but that can be costly in the long-term. We work around design guidelines because it’s faster and easier than following them. We punt on writing test cases for a new feature because there’s too much work to finish before the deadline. We copy, paste, and tweak small chunks of existing code instead of refactoring it to support our use cases. Each of these tradeoffs, whether they’re made from laziness or out of a conscious decision to ship sooner, can increase the amount of technical debt in our codebase." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"To be effective engineers, we need to be able to identify which activities produce more impact with smaller time investments. Not all work is created equal. Not all efforts, however well-intentioned, translate into impact." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"The best strategy for optimizing your iteration speed is the same as for optimizing the performance of any system: identify the biggest bottlenecks, and figure out how to eliminate them. What makes this difficult is that while tools, debugging workflows, and programming environments might be the areas most directly under your control as an engineer, sometimes they’re not the only bottlenecks slowing you down." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"The faster that you can iterate, the more that you can learn about what works and what doesn’t work. You can build more things and try out more ideas. Not every change will produce positive value and growth, of course." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"[…] the first heuristic for prioritizing high-leverage activities is to focus on what directly produces value. At the end of the day (or when it comes time for performance reviews), what matters is how much value you’ve created. […] the first heuristic for prioritizing high-leverage activities is to focus on what directly produces value. At the end of the day (or when it comes time for performance reviews), what matters is how much value you’ve created." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"The freedom to choose what to work on and how to do it drives our ability to learn—as long as we have the support that we need to use that freedom effectively. At established companies, employees tend to work on specialized projects, but they also have access to more coaching and structure. At smaller companies, you’ll end up wielding significantly more autonomy over the total surface area of product features and responsibilities, but you’ll also need to take more ownership of your own learning and growth." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"The next time you find yourself repeatedly going through the same motions when you’re fixing a bug or iterating on a feature, pause. Take a moment to think through whether you might be able to tighten that testing loop. It could save you time in the long run." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"To invest in your own growth, you should carve out your own 20% time. It’s more effective to take it in one- or two-hour chunks each day rather than in one full day each week, because you can then make a daily habit out of improving your skills. Your productivity may decrease at first (or it might not change much if you’re taking time away from web surfing or other distractions), but the goal is to make investments that will make you more effective in the long run." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"Ultimately, software quality boils down to a matter of tradeoffs, and there’s no one universal rule for how to do things. […] Rigidly adhering to a notion of building something 'the right way' can paralyze discussions about tradeoffs and other viable options. Pragmatism - thinking in terms of what does and doesn’t work for achieving our goals - is a more effective lens through which to reason about quality." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"When establishing our goals, it’s important to choose carefully what core metrics to measure (or not measure) and optimize. When it comes to day-to-day operations, however, you should be less discriminatory: measure and instrument as much as possible. Although these two principles may seem contradictory, they actually complement each other. The first describes a high-level, big-picture activity, whereas the second is about gaining insight into what’s going on with systems that we’ve built." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)

"When you write to teach other people, you gain a deeper understanding of ideas you’re already familiar with and pinpoint the details that you didn’t fully understand." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015) 

"Why is continuous deployment such a powerful tool? Fundamentally, it allows engineers to make and deploy small, incremental changes rather than the larger, batched changes typical at other companies. That shift in approach eliminates a significant amount of overhead associated with traditional release processes, making it easier to reason about changes and enabling engineers to iterate much more quickly." (Edmond Lau, "The Effective Engineer: How to Leverage Your Efforts In Software Engineering to Make a Disproportionate and Meaningful Impact", 2015)