21 November 2011

📉Graphical Representation: Titles (Just the Quotes)

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

"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)

"Labels should be complete but succinct. Long and complicated labels will defeat the viewer and therefore the purpose of the graph. Treat a label as a cue to jog the memory or to complete comprehension. Shorten long labels; avoid abbreviations unless they are universally understood; avoid repetition on the same graph. A title, for instance, should not repeat what is already in the axis labels. Be consistent in terminology." (Mary H Briscoe, "Preparing Scientific Illustrations: A guide to better posters, presentations, and publications" 2nd ed., 1995)

"Documentation allows more effective watching, and we have the Fifth Principle for the analysis and presentation of data: 'Thoroughly describe the evidence. Provide a detailed title, indicate the authors and sponsors, document the data sources, show complete measurement scales, point out relevant issues.'" (Edward R Tufte, "Beautiful Evidence", 2006)

"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)

"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)

"To keep accuracy and efficiency of your diagrams appealing to a potential audience, explicitly describe the encoding principles we used. Titles, labels, and legends are the most common ways to define the meaning of the diagram and its elements." (Vasily Pantyukhin, "Principles of Design Diagramming", 2015)

"Showing the data and reducing the clutter means reducing extraneous gridlines, markers, and shades that obscure the actual data. Active titles, better labels, and helpful annotations will integrate your chart with the text around it. When charts are dense with many data series, you can use color strategically to highlight series of interest or break one dense chart into multiple smaller versions."  (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

📉Graphical Representation: Shades (Just the Quotes)

"First, color has identity value. In other words, it serves to distinguish one thing from another. In many cases it does this much better and much quicker than black and white coding by different types of shading or lines. […] Second, color has suggestion value. […] Red is usually taken to mean a danger signal or an unfavorable condition. But since it is one of the most visible of colors it is excellent for adding emphasis, regardless of connotation. […] Green has no such unfavorable implication, and is usually appropriate for suggesting a green light condition. […] Similarly, every color carries its own connotations; and although they seldom make a vital difference one way or the other, it seems logical to try to make them work for you rather than against you." (Kenneth W Haemer, "Color in Chart Presentation", The American Statistician Vol. 4" (2) , 1950)

"Pie charts have weaknesses and dangers inherent in their design and application. First, it is generally inadvisable to attempt to portray more than four or five categories in a circle chart, especially if several small sectors are of approximately the same size. It may be very confusing to differentiate the relative values. Secondly, the pie chart loses effectiveness if an effort is made to compare the component values of several circles, as might occur in a temporal or geographical series. [...] Thirdly, although values are measured by distances along the arc of the circle, there is a tendency to estimate values in terms of areas by size of angle. The 100-percent bar chart is often preferable to the circle chart's angle and area comparison as it is easier to divide into parts, more convenient to use, has sections that may be shaded for contrast with grouping possible by bracketing, and has an easily readable percentage scale outside the bars." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"A good graphic must give the impression that its various parts all belong together. They must be arranged in such a way that the illustration looks like a single entity. A good graphic chart should be more than just the sum of its individual lines, shapes, and shades. It should be more than the individual bars in a bar chart, more than the pieces of a pie chart, more than the boxes in a flow chart. Unity requires the establishment of coherent relationships among the component parts of the drawing. These relationships can be depicted in a very direct manner through the use of connecting lines that serve to connect shapes." (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 gra[rophs for effective reports", 1981)

"The scales used are important; contracting or expanding the vertical or horizontal scales will change the visual picture. The trend lines need enough grid lines to obviate difficulty in reading the results properly. One must be careful in the use of cross-hatching and shading, both of which can create illusions. Horizontal rulings tend to reduce the appearance. while vertical lines enlarge it. In summary, graphs must be reliable, and reliability depends not only on what is presented but also on how it is presented." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"Area graphs are generally not used to convey specific values. Instead, they are most frequently used to show trends and relationships, to identify and/or add emphasis to specific information by virtue of the boldness of the shading or color, or to show parts-of-the-whole." (Robert L Harris, "Information Graphics: A Comprehensive Illustrated Reference", 1996)

"A signal is a useful message that resides in data. Data that isn’t useful is noise. […] When data is expressed visually, noise can exist not only as data that doesn’t inform but also as meaningless non-data elements of the display (e.g. irrelevant attributes, such as a third dimension of depth in bars, color variation that has no significance, and artificial light and shadow effects)." (Stephen Few, "Signal: Understanding What Matters in a World of Noise", 2015)

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

"Effective data scientists know that they are trying to convey accurate information in an easily understood way. We have never seen a pie chart that was an improvement over a simple table. Even worse, the creative addition of pictures, colors, shading, blots, and splotches may produce chartjunk that confuses the reader and strains the eyes." (Gary Smith & Jay Cordes, "The 9 Pitfalls of Data Science", 2019)

"Showing the data and reducing the clutter means reducing extraneous gridlines, markers, and shades that obscure the actual data. Active titles, better labels, and helpful annotations will integrate your chart with the text around it. When charts are dense with many data series, you can use color strategically to highlight series of interest or break one dense chart into multiple smaller versions. " (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

20 November 2011

📉Graphical Representation: Organization (Just the Quotes)

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

"Statistical techniques do not solve any of the common-sense difficulties about making causal inferences. Such techniques may help organize or arrange the data so that the numbers speak more clearly to the question of causality - but that is all statistical techniques can do. All the logical, theoretical, and empirical difficulties attendant to establishing a causal relationship persist no matter what type of statistical analysis is applied." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"We can gain further insight into what makes good plots by thinking about the process of visual perception. The eye can assimilate large amounts of visual information, perceive unanticipated structure, and recognize complex patterns; however, certain kinds of patterns are more readily perceived than others. If we thoroughly understood the interaction between the brain, eye, and picture, we could organize displays to take advantage of the things that the eye and brain do best, so that the potentially most important patterns are associated with the most easily perceived visual aspects in the display." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"Statistical techniques do not solve any of the common-sense difficulties about making causal inferences. Such techniques may help organize or arrange the data so that the numbers speak more clearly to the question of causality - but that is all statistical techniques can do. All the logical, theoretical, and empirical difficulties attendant to establishing a causal relationship persist no matter what type of statistical analysis is applied." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"Tables are [...] the backbone of most statistical reports. They provide the basic substance and foundation on which conclusions can be based. They are considered valuable for the following reasons: (1) Clarity - they present many items of data in an orderly and organized way. (2) Comprehension - they make it possible to compare many figures quickly. (3) Explicitness - they provide actual numbers which document data presented in accompanying text and charts. (4) Economy - they save space, and words. (5) Convenience - they offer easy and rapid access to desired items of information." (Peter H Selby, "Interpreting Graphs and Tables", 1976)

"A good chart delineates and organizes information. It communicates complex ideas, procedures, and lists of facts by simplifying, grouping, and setting and marking priorities. By spatial organization, it should lead the eye through information smoothly and efficiently." (Mary H Briscoe, "Preparing Scientific Illustrations: A guide to better posters, presentations, and publications" 2nd ed., 1995)

"A graphical display, when used appropriately, can be a powerful tool for organizing and summarizing data. By sacrificing some of the detail of a complete listing of a data set, important features of the data distribution are more easily seen and more easily communicated to others." (Roxy Peck et al, "Introduction to Statistics and Data Analysis" 4th Ed., 2012)

"Descriptive statistics is the branch of statistics that includes methods for organizing and summarizing data. Inferential statistics is the branch of statistics that involves generalizing from a sample to the population from which the sample was selected and assessing the reliability of such generalizations." (Roxy Peck et al, "Introduction to Statistics and Data Analysis" 4th Ed., 2012)

"Competition for your audiences attention is fierce. The fact that infographics are unique allows organizations an opportunity to make the content they are publishing stand out and get noticed." (Mark Smiciklas, "The Power of Inforgraphics", 2012)

📉Graphical Representation: Hiding the Data (Just the Quotes)

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

"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)

"To understand the need for structuring information, we should examine its opposite - nonstructured information. Nonstructured information may be thought of as exists and can be heard" (or sensed with audio devices), but the mind attaches no rational meaning to the sound. In another sense, noise can be equated to writing a group of letters, numbers, and other symbols on a page without any design or key to their meaning. In such a situation, there is nothing the mind can grasp. Nonstructured information can be classified as useless, unless meaning exists somewhere in the jumble and a key can be found to unlock its hidden significance." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"Typically, data analysis is messy, and little details clutter it. Not only confounding factors, but also deviant cases, minor problems in measurement, and ambiguous results lead to frustration and discouragement, so that more data are collected than analyzed. Neglecting or hiding the messy details of the data reduces the researcher's chances of discovering something new." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"Understandability implies that the graph will mean something to the audience. If the presentation has little meaning to the audience, it has little value. Understandability is the difference between data and information. Data are facts. Information is facts that mean something and make a difference to whoever receives them. Graphic presentation enhances understanding in a number of ways. Many people find that the visual comparison and contrast of information permit relationships to be grasped more easily. Relationships that had been obscure become clear and provide new insights." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"One can hide data in a variety of ways. One method that occurs with some regularity is hiding the data in the grid. The grid is useful for plotting the points, but only rarely afterwards. Thus to display data badly, use a fine grid and plot the points dimly [...] A second way to hide the data is in the scale. This corresponds to blowing up the scale (i.e., looking at the data from far away) so that any variation in the data is obscured by the magnitude of the scale. One can justify this practice by appealing to 'honesty requires that we start the scale at zero', or other sorts of sophistry." (Howard Wainer, "How to Display Data Badly", The American Statistician Vol. 38(2), 1984)

"Another way to obscure data is to graph too much. It is always tempting to show everything that comes to mind on a single graph, but graphing too much can result in less being seen and understood." (William S Cleveland, "The Elements of Graphing Data", 1985)

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

"Because 'reality' and 'truth' are essential in these figures, it is important to be straightforward and thoughtful in the selection of the areas to be used. Manipulation such as enlargement, reduction, and increase or decrease of contrast must not distort or change the information. Touch-up is permissible only to eliminate distracting artifacts. Labels should be used judiciously and sparingly, and should not hide or distract from important information." (Mary H Briscoe, "Preparing Scientific Illustrations: A guide to better posters, presentations, and publications" 2nd ed., 1995)

"Grouped area graphs sometimes cause confusion because the viewer cannot determine whether the areas for the data series extend down to the zero axis. […] Grouped area graphs can handle negative values somewhat better than stacked area graphs but they still have the problem of all or portions of data curves being hidden by the data series towards the front." (Robert L Harris, "Information Graphics: A Comprehensive Illustrated Reference", 1996)

"Naturally, scale values are used in practice, but omitting them should not obscure the relationship each chart illustrates. In fact, it is a good test of your own charts to see whether messages come across clearly without showing the scales. This does not mean that scaling considerations are unimportant to the design of charts. On the contrary, the wrong scale can lead to producing a chart that is misleading or worse, dishonest." (Gene Zelazny. "Say It with Charts: The executive’s guide to visual communication" 4th Ed., 2001)

"Comparing series visually can be misleading […]. Local variation is hidden when scaling the trends. We first need to make the series stationary" (removing trend and/or seasonal components and/or differences in variability) and then compare changes over time. To do this, we log the series" (to equalize variability) and difference each of them by subtracting last year’s value from this year’s value." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

"If you want to hide data, try putting it into a larger group and then use the average of the group for the chart. The basis of the deceit is the endearingly innocent assumption on the part of your readers that you have been scrupulous in using a representative average: one from which individual values do not deviate all that much. In scientific or statistical circles, where audiences tend to take less on trust, the 'quality' of the average" (in terms of the scatter of the underlying individual figures) is described by the standard deviation, although this figure is itself an average." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"The donut, its spelling betrays its origins, is nearly always more deceit friendly than the pie, despite being modelled on a life-saving ring. This is because the hole destroys the second most important value- defining element, by hiding the slice angles in the middle." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"Another way to obscure the truth is to hide it with relative numbers. […] Relative scales are always given as percentages or proportions. An increase or decrease of a given percentage only tells us part of the story, however. We are missing the anchoring of absolute values." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"It is tempting to make charts more engaging by introducing fancy graphics or three dimensions so they leap off the page, but doing so obscures the real data and misleads people, intentionally or not." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

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

"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)

"The most powerful depth cue is occlusion, where some objects can not be seen because they are hidden behind others. The visible objects are interpreted as being closer than the occluded ones. The occlusion relationships between objects change as we move around; this motion parallax allows us to build up an understanding of the relative distances between objects in the world. " (Tamara Munzner, "Visualization Analysis and Design", 2014)

"Usually, diagrams contain some noise – information unrelated to the diagram’s primary goal. Noise is decorations, redundant, and irrelevant data, unnecessarily emphasized and ambiguous icons, symbols, lines, grids, or labels. Every unnecessary element draws attention away from the central idea that the designer is trying to share. Noise reduces clarity by hiding useful information in a fog of useless data. You may quickly identify noise elements if you can remove them from the diagram or make them less intense and attractive without compromising the function." (Vasily Pantyukhin, "Principles of Design Diagramming", 2015)

"A good chart can tell a story about the data, helping you understand relationships among data so you can make better decisions. The wrong chart can make a royal mess out of even the best data set." (John H Johnson & Mike Gluck, "Everydata: The misinformation hidden in the little data you consume every day", 2016)

"Confirmation bias can affect nearly every aspect of the way you look at data, from sampling and observation to forecasting - so it’s something to keep in mind anytime you’re interpreting data. When it comes to correlation versus causation, confirmation bias is one reason that some people ignore omitted variables - because they’re making the jump from correlation to causation based on preconceptions, not the actual evidence." (John H Johnson & Mike Gluck, "Everydata: The misinformation hidden in the little data you consume every day", 2016)

"Before you can even consider creating a data story, you must have a meaningful insight to share. One of the essential attributes of a data story is a central or main insight. Without a main point, your data story will lack purpose, direction, and cohesion. A central insight is the unifying theme" (telos appeal) that ties your various findings together and guides your audience to a focal point or climax for your data story. However, when you have an increasing amount of data at your disposal, insights can be elusive. The noise from irrelevant and peripheral data can interfere with your ability to pinpoint the important signals hidden within its core." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"When visuals are applied to data, they can enlighten the audience to insights that they wouldn’t see without charts or graphs. Many interesting patterns and outliers in the data would remain hidden in the rows and columns of data tables without the help of data visualizations. They connect with our visual nature as human beings and impart knowledge that couldn’t be obtained as easily using other approaches that involve just words or numbers." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Reporting numbers as percentages can obscure important changes in net values. […] Percentage calculations can give strange answers when any of the numbers involved are negative." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"Another word of caution for dot plots that show changes over time. The dot plot is, by definition, a summary chart. It does not show all of the data in the intervening years. If the data between the two dots generally move in the same direction, a dot plot is sufficient. But if the data contain sharp variations year by year, a dot plot will obscure that pattern (as it also does for bar charts)." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

"Showing the data and reducing the clutter means reducing extraneous gridlines, markers, and shades that obscure the actual data. Active titles, better labels, and helpful annotations will integrate your chart with the text around it. When charts are dense with many data series, you can use color strategically to highlight series of interest or break one dense chart into multiple smaller versions." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

📉Graphical Representation: Outliers (Just the Quotes)

"Boxplots provide information at a glance about center (median), spread (interquartile range), symmetry, and outliers. With practice they are easy to read and are especially useful for quick comparisons of two or more distributions. Sometimes unexpected features such as outliers, skew, or differences in spread are made obvious by boxplots but might otherwise go unnoticed." (Lawrence C Hamilton, "Regression with Graphics: A second course in applied statistics", 1991)

"Remember that normality and symmetry are not the same thing. All normal distributions are symmetrical, but not all symmetrical distributions are normal. With water use we were able to transform the distribution to be approximately symmetrical and normal, but often symmetry is the most we can hope for. For practical purposes, symmetry (with no severe outliers) may be sufficient. Transformations are not a magic wand, however. Many distributions cannot even be made symmetrical." (Lawrence C Hamilton, "Regression with Graphics: A second course in applied statistics", 1991)

"Fitting is essential to visualizing hypervariate data. The structure of data in many dimensions can be exceedingly complex. The visualization of a fit to hypervariate data, by reducing the amount of noise, can often lead to more insight. The fit is a hypervariate surface, a function of three or more variables. As with bivariate and trivariate data, our fitting tools are loess and parametric fitting by least-squares. And each tool can employ bisquare iterations to produce robust estimates when outliers or other forms of leptokurtosis are present." (William S Cleveland, "Visualizing Data", 1993)

"Variance and its square root, the standard deviation, summarize the amount of spread around the mean, or how much a variable varies. Outliers influence these statistics too, even more than they influence the mean. On the other hand. the variance and standard deviation have important mathematical advantages that make them (together with the mean) the foundation of classical statistics. If a distribution appears reasonably symmetrical, with no extreme outliers, then the mean and standard deviation or variance are the summaries most analysts would use." (Lawrence C Hamilton, "Data Analysis for Social Scientists: A first course in applied statistics", 1995)

"[…] an outlier is an observation that lies an 'abnormal' distance from other values in a batch of data. There are two possible explanations for the occurrence of an outlier. One is that this happens to be a rare but valid data item that is either extremely large or extremely small. The other is that it isa mistake - maybe due to a measuring or recording error." (Alan Graham, "Developing Thinking in Statistics", 2006)

"Any conclusion drawn from an analysis of a transformed variable must be retranslated into the original domain - which is usually not an easy task. A special handling of outliers, be it a complete removal, or just visual suppression such as hot-selection or shadowing, must have a cogent motivation. At any rate, transformations of data are usually part of a data preprocessing step that might precede a data analysis. Also it can be motivated by initial findings in a data analysis which revealed yet undiscovered problems in the dataset." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009) 

"After you visualize your data, there are certain things to look for […]: increasing, decreasing, outliers, or some mix, and of course, be sure you’re not mixing up noise for patterns. Also note how much of a change there is and how prominent the patterns are. How does the difference compare to the randomness in the data? Observations can stand out because of human or mechanical error, because of the uncertainty of estimated values, or because there was a person or thing that stood out from the rest. You should know which it is." (Nathan Yau, "Data Points: Visualization That Means Something", 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)

"When we find data quality issues due to valid data during data exploration, we should note these issues in a data quality plan for potential handling later in the project. The most common issues in this regard are missing values and outliers, which are both examples of noise in the data." (John D Kelleher et al, "Fundamentals of Machine Learning for Predictive Data Analytics: Algorithms, worked examples, and case studies", 2015)

"Histograms and frequency polygons display a schematic of a numeric variable's frequency distribution. These plots can show us the center and spread of a distribution, can be used to judge the skewness, kurtosis, and modicity of a distribution, can be used to search for outliers, and can help us make decisions about the symmetry and normality of a distribution." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"A histogram represents the frequency distribution of the data. Histograms are similar to bar charts but group numbers into ranges. Also, a histogram lets you show the frequency distribution of continuous data. This helps in analyzing the distribution (for example, normal or Gaussian), any outliers present in the data, and skewness." (Umesh R Hodeghatta & Umesha Nayak, "Business Analytics Using R: A Practical Approach", 2017)

"[…] the data itself can lead to new questions too. In exploratory data analysis (EDA), for example, the data analyst discovers new questions based on the data. The process of looking at the data to address some of these questions generates incidental visualizations - odd patterns, outliers, or surprising correlations that are worth looking into further." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"When visuals are applied to data, they can enlighten the audience to insights that they wouldn’t see without charts or graphs. Many interesting patterns and outliers in the data would remain hidden in the rows and columns of data tables without the help of data visualizations. They connect with our visual nature as human beings and impart knowledge that couldn’t be obtained as easily using other approaches that involve just words or numbers." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Visualizations can remove the background noise from enormous sets of data so that only the most important points stand out to the intended audience. This is particularly important in the era of big data. The more data there is, the more chance for noise and outliers to interfere with the core concepts of the data set." (Kate Strachnyi, "ColorWise: A Data Storyteller’s Guide to the Intentional Use of Color", 2023)

"We see first what stands out. Our eyes go right to change and difference - peaks, valleys, intersections, dominant colors, outliers. Many successful charts - often the ones that please us the most and are shared and talked about - exploit this inclination by showing a single salient point so clearly that we feel we understand the chart’s meaning without even trying." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

19 November 2011

📉Graphical Representation: Points (Just the Quotes)

"Generally speaking, the plotting of a curve consists of graphically representing numbers and equations by the relation of points and lines with reference to other given lines or to a given point." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"A graph is a pictorial representation or statement of a series of values all drawn to scale. It gives a mental picture of the results of statistical examination in one case while in another it enables calculations to be made by drawing straight lines or it indicates a change in quantity together with the rate of that change. A graph then is a picture representing some happenings and so designed as to bring out all points of significance in connection with those happenings. When the curve has been plotted delineating these happenings a general inspection of it shows the essential character of the table or formula from which it was derived." (William C Marshall, "Graphical methods for schools, colleges, statisticians, engineers and executives", 1921)

"If a chart contains a number of series which vary widely in individual magnitude, optical distortion may result from the necessarily sharp changes in the angle of the curves. The space between steeply rising or falling curves always appears narrower than the vertical distance between the plotting points." (Rufus R Lutz, "Graphic Presentation Simplified", 1949)

"A piece of self-deception - often dear to the heart of apprentice scientists - is the drawing of a 'smooth curve'" (how attractive it sounds!) through a set of points which have about as much trend as the currants in plum duff. Once this is done, the mind, looking for order amidst chaos, follows the Jack-o'-lantern line with scant attention to the protesting shouts of the actual points. Nor, let it be whispered, is it unknown for people who should know better to rub off the offending points and publish the trend line which their foolish imagination has introduced on the flimsiest of evidence. Allied to this sin is that of overconfident extrapolation, i.e. extending the graph by guesswork beyond the range of factual information. Whenever extrapolation is attempted it should be carefully distinguished from the rest of the graph, e.g. by showing the extrapolation as a dotted line in contrast to the full line of the rest of the graph. [...] Extrapolation always calls for justification, sooner or later. Until this justification is forthcoming, it remains a provisional estimate, based on guesswork." (Michael J Moroney, "Facts from Figures", 1951)

"Besides being easier to construct than a bar chart, the line chart possesses other advantages. It is easier to read, for while the bars stand out more prominently than the line, they tend to become confusing if numerous, and especially so when they record alternate increase and decrease. It is easier for the eye to follow a line across the face of the chart than to jump from bar top to bar top, and the slope of the line connecting two points is a great aid in detecting minor changes. The line is also more suggestive of movement than arc bars, and movement is the very essence of a time series. Again, a line chart permits showing two or more related variables on the same chart, or the same variable over two or more corresponding periods." (Walter E Weld, "How to Chart; Facts from Figures with Graphs", 1959)

"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)

"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)

"The quantile plot is a good general display since it is fairly easy to construct and does a good job of portraying many aspects of a distribution. Three convenient features of the plot are the following: First, in constructing it, we do not make any arbitrary choices of parameter values or cell boundaries [...] and no models for the data are fitted or assumed. Second, like a table, it is not a summary but a display of all the data. Third, on the quantile plot every point is plotted at a distinct location, even if there are duplicates in the data. The number of points that can be portrayed without overlap is limited only by the resolution of the plotting device. For a high resolution device several hundred points distinguished." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"[…] the partial scale break is a weak indicator that the reader can fail to appreciate fully; visually the graph is still a single panel that invites the viewer to see, inappropriately, patterns between the two scales. […] The partial scale break also invites authors to connect points across the break, a poor practice indeed; […]" (William S. Cleveland, "Graphical Methods for Data Presentation: Full Scale Breaks, Dot Charts, and Multibased Logging", The American Statistician Vol. 38" (4) 1984)

"As a general rule, plotted points and graph lines should be given more 'weight' than the axes. In this way the 'meat' will be easily distinguishable from the 'bones'. Furthermore, an illustration composed of lines of unequal weights is always more attractive than one in which all the lines are of uniform thickness. It may not always be possible to emphasise the data in this way however. In a scattergram, for example, the more plotted points there are, the smaller they may need to be and this will give them a lighter appearance. Similarly, the more curves there are on a graph, the thinner the lines may need to be. In both cases, the axes may look better if they are drawn with a somewhat bolder line so that they are easily distinguishable from the data." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

"Scatter charts show the relationships between information, plotted as points on a grid. These groupings can portray general features of the source data, and are useful for showing where correlationships occur frequently. Some scatter charts connect points of equal value to produce areas within the grid which consist of similar features." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)

"The scatterplot is a useful exploratory method for providing a first look at bivariate data to see how they are distributed throughout the plane, for example, to see clusters of points, outliers, and so forth." (William S Cleveland, "Visualizing Data", 1993)

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

"The ordinary histogram is constructed by binning data on a uniform grid. Although this is probably the most widely used statistical graphic, it is one of the more difficult ones to compute. Several problems arise, including choosing the number of bins" (bars) and deciding where to place the cutpoints between bars." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

"Good design, however, can dispose of clutter and show all the data points and their names. [...] Clutter calls for a design solution, not a content reduction." (Edward R Tufte, "Beautiful Evidence", 2006)

"For linear dependences the main information usually lies in the slope. It is obvious that those points that lie far apart have the strongest influence on the slope if all points have the same uncertainty. In this context we speak of the strong leverage of distant points; when determining the parameter 'slope' these distant points carry more effective weight. Naturally, this weight is distinct from the 'statistical' weight usually used in regression analysis." (Manfred Drosg, "Dealing with Uncertainties: A Guide to Error Analysis", 2007)

"Points are clearly the simplest of all graphics primitives. […] Points generalize pixels and voxels toward irregular samples of geometry and appearance. The conceptually most significant difference to triangles is that points – much as voxels or pixels—carry all attributes needed for processing and rendering. There is no distinction between vertex and fragment anymore." (Markus Gross & Hanspeter Pfister. "Point-based graphics", 2007) 

"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)

"Design has the power to enrich our lives by engaging our emotions through image, form, texture, color, sound, and smell. The intrinsically human-centered nature of design thinking points to the next step: we can use our empathy and understanding of people to design experiences that create opportunities for active engagement and participation." (Tim Brown, "Change by Design: How Design Thinking Transforms Organizations and Inspires Innovation", 2009)

"Given the important role that correlation plays in structural equation modeling, we need to understand the factors that affect establishing relationships among multivariable data points. The key factors are the level of measurement, restriction of range in data values" (variability, skewness, kurtosis), missing data, nonlinearity, outliers, correction for attenuation, and issues related to sampling variation, confidence intervals, effect size, significance, sample size, and power." (Randall E Schumacker & Richard G Lomax, "A Beginner’s Guide to Structural Equation Modeling" 3rd Ed., 2010)

"Early exploration of a dataset can be overwhelming, because you don’t know where to start. Ask questions about the data and let your curiosities guide you. […] Make multiple charts, compare all your variables, and see if there are interesting bits that are worth a closer look. Look at your data as a whole and then zoom in on categories and individual data points. […] Subcategories, the categories within categories" (within categories), are often more revealing than the main categories. As you drill down, there can be higher variability and more interesting things to see." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Scatterplots are still the go-to visualization when one is examining relationships between continuous variables. One of the problems with the traditional scatterplot is that all data points are presented as if they are on equal footing. [...] Bubble maps are scatterplots with added dimensions. The most common usage is to add weight to individual data points based on population." (Christopher Lysy, "Developments in Quantitative Data Display and Their Implications for Evaluation", 2013)

"A scatterplot reveals the strength and shape of the relationship between a pair of variables. A scatterplot represents the two variables by axes drawn at right angles to each other, showing the observations as a cloud of points, each point located according to its values on the two variables. Various lines can be added to the plot to help guide our search for understanding." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"A well-designed graph clearly shows you the relevant end points of a continuum. This is especially important if you’re documenting some actual or projected change in a quantity, and you want your readers to draw the right conclusions. […]" (Daniel J Levitin, "Weaponized Lies", 2017)

"There is no ‘correct’ way to display sets of numbers: each of the plots we have used has some advantages: strip-charts show individual points, box-and-whisker plots are convenient for rapid visual summaries, and histograms give a good feel for the underlying shape of the data distribution." (David Spiegelhalter, "The Art of Statistics: Learning from Data", 2019)

"Scatterplots are valuable because, without having to inspect each individual point, we can see overall aggregate patterns in potentially thousands of data points. But does this density of information come at a price - just how easy are they to read? [...] The truth is such charts can shed light on complex stories in a way words alone - or simpler charts you might be more familiar with - cannot." (Alan Smith, "How Charts Work: Understand and explain data with confidence", 2022)

"Bad complexity neither elucidates important salient points nor shows coherent broader trends. It will obfuscate, frustrate, tax the mind, and ultimately convey trendlessness and confusion to the viewer. Good complexity, in contrast, emerges from visualizations that use more data than humans can reasonably process to form a few salient points." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

"Researchers have studied how accurately people can read information displayed in different types of plots. They have found the following ordering, from most to leasta ccurately judged (•) Positions along a common scale, like in a rug plot, strip plot, or dot plot (•) Positions on identical, nonaligned scales, like in a bar plot (•) Length, like in a stacked bar plot (•) Angle and slope, like in a pie chart (•) Area, like in a stacked line plot or bubble chart (•) Volume and density, like in a three-dimensional bar plot (•) Color saturation and hue, like when overplotting with semitransparent points."  (Sam Lau et al, "Learning Data Science: Data Wrangling, Exploration, Visualization, and Modeling with Python", 2023)

📉Graphical Representation: Comparison (Just the Quotes)

"Comparison between circles of different size should be absolutely avoided. It is inexcusable when we have available simple methods of charting so good and so convenient from every point of view as the horizontal bar." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"Graphic comparisons, wherever possible, should be made in one dimension only." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"Readers of statistical diagrams should not be required to compare magnitudes in more than one dimension. Visual comparisons of areas are particularly inaccurate and should not be necessary in reading any statistical graphical diagram." (William C Marshall, "Graphical methods for schools, colleges, statisticians, engineers and executives", 1921)

"[….] double-scale charts are likely to be misleading unless the two zero values coincide" (either on or off the chart). To insure an accurate comparison of growth the scale intervals should be so chosen that both curves meet at some point. This treatment produces the effect of percentage relatives or simple index numbers with the point of juncture serving as the base point. The principal advantage of this form of presentation is that it is a short-cut method of comparing the relative change of two or more series without computation. It is especially useful for bringing together series that either vary widely in magnitude or are measured in different units and hence cannot be compared conveniently on a chart having only one absolute-amount scale. In general, the double scale treatment should not be used for presenting growth comparisons to the general reader." (Kenneth W Haemer, "Double Scales Are Dangerous", The American Statistician Vol. 2" (3), 1948)

"An important rule in the drafting of curve charts is that the amount scale should begin at zero. In comparisons of size the omission of the zero base, unless clearly indicated, is likely to give a misleading impression of the relative values and trend." (Rufus R Lutz, "Graphic Presentation Simplified", 1949)

"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)

"The common bar chart is particularly appropriate for comparing magnitude or size of coordinate items or parts of a total. It is one of the most useful, simple, and adaptable techniques in graphic presentation. The basis of comparison in the bar chart is linear or one-dimensional. The length of each bar or of its components is proportional to the quantity or amount of each category represented." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"At a simpler level, some elementary but important suggestions for the clarity of graphs are as follows: (i) the axes should be clearly labelled with the names of the variables and the units of measurement; (ii) scale breaks should be used for false origins; (iii) comparison of related diagrams should be made easy, for example by using identical scales of measurement and placing diagrams side by side; (iv) scales should be arranged so that systematic and approximately linear relations are plotted at roughly 45° to the x-axis; (v) legends should make diagrams as nearly self-explanatory, i.e. independent of the text, as is feasible; (vi) interpretation should not be prejudiced by the technique of presentation, for example by superimposing thick smooth curves on scatter diagrams of points faintly reproduced." (David R Cox,"Some Remarks on the Role in Statistics of Graphical Methods", Applied Statistics 27 (1), 1978)

"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)

"Understandability implies that the graph will mean something to the audience. If the presentation has little meaning to the audience, it has little value. Understandability is the difference between data and information. Data are facts. Information is facts that mean something and make a difference to whoever receives them. Graphic presentation enhances understanding in a number of ways. Many people find that the visual comparison and contrast of information permit relationships to be grasped more easily. Relationships that had been obscure become clear and provide new insights." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"At the heart of quantitative reasoning is a single question: Compared to what? Small multiple designs, multivariate and data bountiful, answer directly by visually enforcing comparisons of changes, of the differences among objects, of the scope of alternatives. For a wide range of problems in data presentation, small multiples are the best design solution." (Edward R Tufte, "Envisioning Information", 1990)

"Changing measures are a particularly common problem with comparisons over time, but measures also can cause problems of their own. [...] We cannot talk about change without making comparisons over time. We cannot avoid such comparisons, nor should we want to. However, there are several basic problems that can affect statistics about change. It is important to consider the problems posed by changing - and sometimes unchanging - measures, and it is also important to recognize the limits of predictions. Claims about change deserve critical inspection; we need to ask ourselves whether apples are being compared to apples - or to very different objects." (Joel Best, "Damned Lies and Statistics: Untangling Numbers from the Media, Politicians, and Activists", 2001)

"Comparing series visually can be misleading […]. Local variation is hidden when scaling the trends. We first need to make the series stationary" (removing trend and/or seasonal components and/or differences in variability) and then compare changes over time. To do this, we log the series" (to equalize variability) and difference each of them by subtracting last year’s value from this year’s value." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

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

"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)

"Whereas charts generally focus on a trend or comparison, tables organize data for the reader to scan. Tables present data in an easy-read-format, or matrix. Tables arrange data in columns or rows so readers can make side-by-side comparisons. Tables work for many situations because they convey large amounts of data and have several variables for each item. Tables allow the reader to focus quickly on a specific item by scanning the matrix or to compare multiple items by scanning the rows or columns."  (Dennis K Lieu & Sheryl Sorby, "Visualization, Modeling, and Graphics for Engineering Design", 2009)

"[...] the human brain is not good at calculating surface sizes. It is much better at comparing a single dimension such as length or height. [...] the brain is also a hopelessly lazy machine." (Alberto Cairo, "The Functional Art", 2011)

"Histograms are often mistaken for bar charts but there are important differences. Histograms show distribution through the frequency of quantitative values" (y axis) against defined intervals of quantitative values(x axis). By contrast, bar charts facilitate comparison of categorical values. One of the distinguishing features of a histogram is the lack of gaps between the bars [...]" (Andy Kirk, "Data Visualization: A successful design process", 2012)

"Good design is an important part of any visualization, while decoration (or chart-junk) is best omitted. Statisticians should also be careful about comparing themselves to artists and designers; our goals are so different that we will fare poorly in comparison." (Hadley Wickham, "Graphical Criticism: Some Historical Notes", Journal of Computational and Graphical Statistics Vol. 22(1), 2013) 

"Comparisons are the lifeblood of empirical studies. We can’t determine if a medicine, treatment, policy, or strategy is effective unless we compare it to some alternative. But watch out for superficial comparisons: comparisons of percentage changes in big numbers and small numbers, comparisons of things that have nothing in common except that they increase over time, comparisons of irrelevant data. All of these are like comparing apples to prunes." (Gary Smith, "Standard Deviations", 2014)

"Further develop the situation or problem by covering relevant background. Incorporate external context or comparison points. Give examples that illustrate the issue. Include data that demonstrates the problem. Articulate what will happen if no action is taken or no change is made. Discuss potential options for addressing the problem. Illustrate the benefits of your recommended solution." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"One way to lie with statistics is to compare things - datasets, populations, types of products - that are different from one another, and pretend that they’re not. As the old idiom says, you can’t compare apples with oranges." (Daniel J Levitin, "Weaponized Lies", 2017)

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

"For numbers to be transparent, they must be placed in an appropriate context. Numbers must presented in a way that allows for fair comparisons." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"So what does it mean to tell an honest story? Numbers should be presented in ways that allow meaningful comparisons." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"A good test of how effective your data visualizations are: can you remove all or most of the numbers and still understand the visualization and make comparisons?" (Steve Wexler, "The Big Picture: How to use data visualization to make better decisions - faster", 2021)

"Clutter is the main issue to keep in mind when assessing whether a paired bar chart is the right approach. With too many bars, and especially when there are more than two bars for each category, it can be difficult for the reader to see the patterns and determine whether the most important comparison is between or within the different categories." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

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

18 November 2011

📉Graphical Representation: Relevance (Just the Quotes)

"Summarization of statistical data into tabular form is an art rather than a routine following a set of formal rules. Tabulation inevitably implies a loss of detail. The original data are far too voluminous to be appreciated and understood; the significant details are mixed up with much that is irrelevant. The art of tabulation lies in the sacrifice of detail which is less significant for the purposes in hand so that what is really important can be emphasized. Tabulation implies classification, the grouping of items into classes according to various characteristics. And classification depends on clear and precise definitions." (Roy D G Allen, "Statistics for Economists", 1951)

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

"Quantitative techniques will be more likely to illuminate if the data analyst is guided in methodological choices by a substantive understanding of the problem he or she is trying to learn about. Good procedures in data analysis involve techniques that help to (a) answer the substantive questions at hand, (b) squeeze all the relevant information out of the data, and (c) learn something new about the world." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"The information on a plot should be relevant to the goals of the analysis. This means that in choosing graphical methods we should match the capabilities of the methods to our needs in the context of each application. [...] Scatter plots, with the views carefully selected as in draftsman's displays, casement displays, and multiwindow plots, are likely to be more informative. We must be careful, however, not to confuse what is relevant with what we expect or want to find. Often wholly unexpected phenomena constitute our most important findings." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"There are two kinds of misrepresentation. In one. the numerical data do not agree with the data in the graph, or certain relevant data are omitted. This kind of misleading presentation. while perhaps hard to determine, clearly is wrong and can be avoided. In the second kind of misrepresentation, the meaning of the data is different to the preparer and to the user." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"Maps used as charts do not need fine cartographic detail. Their purpose is to express ideas, explain relationships, or store data for consultation. Keep your maps simple. Edit out irrelevant detail. Without distortion, try to present the facts as the main feature of your map, which should serve only as a springboard for the idea you're trying to put across." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)

"Visual displays rich with data are not only an appropriate and proper complement to human capabilities, but also such designs are frequently optimal. If the visual task is contrast, comparison, and choice - as so often it is - then the more relevant information within eyespan, the better. Vacant, low-density displays, the dreaded posterization of data spread over pages and pages, require viewers to rely on visual memory - a weak skill - to make a contrast, a comparison, a choice." (Edward R Tufte, "Envisioning Information", 1990)

"Often many tracings are shown together. Extraneous parts of the tracings must be eliminated and relevant tracings should be placed in a logical order. Repetitious labels should be eliminated and labels added that will fully clarify your information." (Mary H Briscoe, "Preparing Scientific Illustrations: A guide to better posters, presentations, and publications" 2nd ed., 1995)

"Areas surrounding data-lines may generate unintentional optical clutter. Strong frames produce melodramatic but content-diminishing visual effects. [...] A good way to assess a display for unintentional optical clutter is to ask 'Do the prominent visual effects convey relevant content?'" (Edward R Tufte, "Beautiful Evidence", 2006)

"Evidence is evidence, whether words, numbers, images, din grams- still or moving. It is all information after all. For readers and viewers, the intellectual task remains constant regardless of the particular mode Of evidence: to understand and to reason about the materials at hand, and to appraise their quality, relevance. and integrity." (Edward R Tufte, "Beautiful Evidence", 2006)

"People tend to give greater weight to the data that they have just been exposed to than other relevant data. […] This phenomenon, where people give greater attention to recent or easily available data, is often referred to as an availability error." (Alan Graham, "Developing Thinking in Statistics", 2006)

"Making a presentation is a moral act as well as an intellectual activity. The use of corrupt manipulations and blatant rhetorical ploys in a report or presentation - outright lying, flagwaving, personal attacks, setting up phony alternatives, misdirection, jargon-mongering, evading key issues, feigning disinterested objectivity, willful misunderstanding of other points of view - suggests that the presenter lacks both credibility and evidence. To maintain standards of quality, relevance, and integrity for evidence, consumers of presentations should insist that presenters be held intellectually and ethically responsible for what they show and tell. Thus consuming a presentation is also an intellectual and a moral activity." (Edward R Tufte, "Beautiful Evidence", 2006)

"It is important to pay heed to the following detail: a disadvantage of logarithmic diagrams is that a graphical integration is not possible, i.e., the area under the curve (the integral) is of no relevance." (Manfred Drosg, "Dealing with Uncertainties: A Guide to Error Analysis", 2007)

"A beautiful visualization has a clear goal, a message, or a particular perspective on the information that it is designed to convey. Access to this information should be as straightforward as possible, without sacrificing any necessary, relevant complexity. [...] Most importantly, beautiful visualizations reflect the qualities of the data that they represent, explicitly revealing properties and relationships inherent and implicit in the source data. As these properties and relationships become available to the reader, they bring new knowledge, insight, and enjoyment."  (Noah Iliinsky, "On Beauty", [in "Beautiful Visualization"] 2010)

"[...] communicating with data is less often about telling a specific story and more like starting a guided conversation. It is a dialogue with the audience rather than a monologue. While some data presentations may share the linear approach of a traditional story, other data products (analytical tools, in particular) give audiences the flexibility for exploration. In our experience, the best data products combine a little of both: a clear sense of direction defined by the author with the ability for audiences to focus on the information that is most relevant to them. The attributes of the traditional story approach combined with the self-exploration approach leads to the guided safari analogy." (Zach Gemignani et al, "Data Fluency", 2014)

"Further develop the situation or problem by covering relevant background. Incorporate external context or comparison points. Give examples that illustrate the issue. Include data that demonstrates the problem. Articulate what will happen if no action is taken or no change is made. Discuss potential options for addressing the problem. Illustrate the benefits of your recommended solution." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"A well-designed graph clearly shows you the relevant end points of a continuum. This is especially important if you’re documenting some actual or projected change in a quantity, and you want your readers to draw the right conclusions. […]" (Daniel J Levitin, "Weaponized Lies", 2017)

"Judging relevance is a subjective and contextually driven matter relating to the potential usefulness of your visualisation: am I providing my audience with access to the most useful understanding about this subject? Relevance is a somewhat shifting concept that is, in part, based on qualities such as interestingness and pertinence." (Andy Kirk, "Data Visualisation: A Handbook for Data Driven Design" 2nd Ed., 2019)

"The relevance to data visualization is that we are always conveying a message to some extent, and in the case of associations between variables, that message is sometimes a step removed from the data itself. If you are making visualizations, be careful not to impose your own interpretation too much when showing associations. If you are reading them, don’t assume that the message accompanying the data is as sound and scientifically based as the data themselves." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"If the data that go into the analysis are flawed, the specific technical details of the analysis don’t matter. One can obtain stupid results from bad data without any statistical trickery. And this is often how bullshit arguments are created, deliberately or otherwise. To catch this sort of bullshit, you don’t have to unpack the black box. All you have to do is think carefully about the data that went into the black box and the results that came out. Are the data unbiased, reasonable, and relevant to the problem at hand? Do the results pass basic plausibility checks? Do they support whatever conclusions are drawn?" (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"What is the secret to getting people to use charts and dashboards? Personalization. Inserting the audience into the visualization, and making it especially meaningful and relevant to the user, never fails." (Steve Wexler, "The Big Picture: How to use data visualization to make better decisions - faster", 2021)

📉Graphical Representation: Parts-to-Whole (Just the Quotes)

"In all chart-making, the material to be shown must be accurately compiled before it can be charted. For an understanding of the classification chart, we must delve somewhat into the mysteries of the various methods of classification and indexing. The art of classifying calls into play the power of visualizing a 'whole' together with all its 'parts'. Even in the most exact science, it is not always easy to break up a whole into a complete set of the distinct, mutually exclusive parts which together exactly compose it." (Karl G Karsten, "Charts and Graphs", 1925)

"The advantage of the pie-chart is psychological. It instantly commands the reader’s attention. A circle is, of all geometrical patterns, the easiest resting spot for the eye. The fact is well known to advertisers, who frequently use circles and circular outlines to draw attentica to their advertisements. Hence if your chart is designed for publication, or for presenta tion to readers whose attention may be easily diverted, you will find the pie-chart a powerful means for presenting your facts. Attention will be focused upon it at once, and it is as simple to understand as its name - far too simple for anyone to misunderstand. Because it is circular, there is no question but that it represents a whole and the various slices of the pie belong to their respective items."  (Karl G Karsten, "Charts and Graphs", 1925)

"The division of a 'whole' into its 'parts' is logically one of the first steps in any analysis. Usually the graph illustrating this division belongs at the beginning of a statistical report. Thus, if your report covers the sales of the company, your first chart would break up total sales into the individual sales for each line or for each district. The remainder of the report, treating of details of the various 'parts' (e.g., lines or districts) will then follow a summary chart which has established their relative importance." (Karl G Karsten, "Charts and Graphs", 1925)

"The pie or sector chart makes a comparison of various components with each other and with the whole. However, this type should be used sparingly, especially when there are many segments. It is not only difficult to compare area segments, but most difficult to label them properly. When there are many divisions of the data, a bar chart would give greater clarity." (Mary E Spear, "Charting Statistics", 1952)

"A drawing can show a true picture of both the situation as a whole and its separate components at a glance, and do the job better than could figures or the spoken word. In its essence, a chart is a medium of communication conveying a thought, an idea, a situation from one mind to another and not a work of art or a statistical table. The simpler, the more direct it is, the better it will perform that service which is its sole function." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"Without adequate planning, it is seldom possible to achieve either proper emphasis of each component element within the chart or a presentation that is pleasing in its entirely. Too often charts are developed around a single detail without sufficient regard for the work as a whole. Good chart design requires consideration of these four major factors: (1) size, (2) proportion, (3) position and margins, and (4) composition." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"A pie chart is comprised of a circle that is divided into segments by straight lines within the circle. The circle represents the total or whole amount. Each segment or wedge of the circle represents the proportion that a particular factor is of the total or whole amount. Thus, a pie chart in its entirety always represents whole amounts of either 100% or a total absolute number, such as 100 cents or 5,000 people. All of the segments of the pie when taken together (that is, in the aggregate) must add up to the total." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

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

"The bar graph and the column graph are popular because they are simple and easy to read. These are the most versatile of the graph forms. They can be used to display time series, to display the relationship between two items, to make a comparison among several items, and to make a comparison between parts and the whole (total). They do not appear to be as 'statistical', which is an advantage to those people who have negative attitudes toward statistics. The column graph shows values over time, and the bar graph shows values at a point in time. bar graph compares different items as of a specific time (not over time)." (Anker V Andersen, "Graphing Financial Information: How accountants can use graphs to communicate", 1983)

"There was a controversy [in the 1920s][...]about whether the divided bar chart or the pie chart was superior for portraying the parts of a whole. The contest appears to have ended in a draw. We conclude that neither graphical form should be used because other methods are demonstrably better." (William Cleveland & Robert McGill, "Graphical Perception: Theory, Experimentation, and Application to the Development of Graphical Models", Journal of the American Statistical Association 79, 1984)

"Area graphs are generally not used to convey specific values. Instead, they are most frequently used to show trends and relationships, to identify and/or add emphasis to specific information by virtue of the boldness of the shading or color, or to show parts-of-the-whole." (Robert L Harris, "Information Graphics: A Comprehensive Illustrated Reference", 1996)

"The unique thing you get with a pie chart is the concept of there being a whole and, thus, parts of a whole. But if the visual is difficult to read, is it worth it?" (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"Form simplification means simplifying relationships among the components of the whole, emphasizing the whole and reducing the relevance of individual components by standardizing and generalizing relationships. This results in an increased weight of useful information (signal) against useless information (noise)." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"The problem is that a pie chart does one thing well, and most people don’t use it for that one thing. Specifically, they’re great at giving you a fast and accurate estimate of the part-to-whole relationship for two of the slices. Other than that, pie charts are terrible. [...] The same strengths and shortcomings that apply to the pie chart also apply to the donut chart." (Steve Wexler, "The Big Picture: How to use data visualization to make better decisions - faster", 2021)

"Cohesion means ideas work together to build a unified whole, which helps conversation interlink in purposeful ways, and the basic parts adhere to grammar." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

📉Graphical Representation: Prediction (Just the Quotes)

"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)

"The great trouble with all business data upon which the statisticians and economists base their forecasts is that they are ancient history before they ever become available. They pertain to conditions which existed some weeks or months previous. The figures for what is going on at the moment in all lines of business are never available. A business index, while of great interest and value, is always historical and never predictive." (Walter E Weld, "How to Chart; Facts from Figures with Graphs", 1959)

"In part, graphing data needs to be iterative because we often do not know what to expect of the data; a graph can help discover unknown aspects of the data, and once the unknown is known, we frequently find ourselves formulating a new question about the data. Even when we understand the data and are graphing them for presentation, a graph will look different from what we had expected; our mind's eye frequently does not do a good job of predicting what our actual eyes will see." (William S Cleveland, "The Elements of Graphing Data", 1985)

"Changing measures are a particularly common problem with comparisons over time, but measures also can cause problems of their own. [...] We cannot talk about change without making comparisons over time. We cannot avoid such comparisons, nor should we want to. However, there are several basic problems that can affect statistics about change. It is important to consider the problems posed by changing - and sometimes unchanging - measures, and it is also important to recognize the limits of predictions. Claims about change deserve critical inspection; we need to ask ourselves whether apples are being compared to apples - or to very different objects." (Joel Best, "Damned Lies and Statistics: Untangling Numbers from the Media, Politicians, and Activists", 2001)

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

"Data visualization is a means to an end, not an end in itself. It's merely a bridge connecting the messenger to the receiver and its limitations are framed by our own inherent irrationalities, prejudices, assumptions, and irrational tastes. All these factors can undermine the consistency and reliability of any predicted reaction to a given visualization, but that is something we can't realistically influence." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"The term shrinkage is used in regression modeling to denote two ideas. The first meaning relates to the slope of a calibration plot, which is a plot of observed responses against predicted responses. When a dataset is used to fit the model parameters as well as to obtain the calibration plot, the usual estimation process will force the slope of observed versus predicted values to be one. When, however, parameter estimates are derived from one dataset and then applied to predict outcomes on an independent dataset, overfitting will cause the slope of the calibration plot" (i.e., the shrinkage factor ) to be less than one, a result of regression to the mean. Typically, low predictions will be too low and high predictions too high. Predictions near the mean predicted value will usually be quite accurate. The second meaning of shrinkage is a statistical estimation method that preshrinks regression coefficients towards zero so that the calibration plot for new data will not need shrinkage as its calibration slope will be one." (Frank E. Harrell Jr., "Regression Modeling Strategies: With Applications to Linear Models, Logistic and Ordinal Regression, and Survival Analysis" 2nd Ed, 2015)

The first myth is that prediction is always based on time-series extrapolation into the future (also known as forecasting). This is not the case: predictive analytics can be applied to generate any type of unknown data, including past and present. In addition, prediction can be applied to non-temporal (time-based) use cases such as disease progression modeling, human relationship modeling, and sentiment analysis for medication adherence, etc. The second myth is that predictive analytics is a guarantor of what will happen in the future. This also is not the case: predictive analytics, due to the nature of the insights they create, are probabilistic and not deterministic. As a result, predictive analytics will not be able to ensure certainty of outcomes." (Prashant Natarajan et al, "Demystifying Big Data and Machine Learning for Healthcare", 2017)

"Models are formal structures represented in mathematics and diagrams that help us to understand the world. Mastery of models improves your ability to reason, explain, design, communicate, act, predict, and explore." (Scott E Page, "The Model Thinker", 2018)

📉Graphical Representation: Details (Just the Quotes)

"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)

"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)

"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)

"Typically, data analysis is messy, and little details clutter it. Not only confounding factors, but also deviant cases, minor problems in measurement, and ambiguous results lead to frustration and discouragement, so that more data are collected than analyzed. Neglecting or hiding the messy details of the data reduces the researcher's chances of discovering something new." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

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

"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)

"Confusion and clutter are failures of design, not attributes of information. And so the point is to find design strategies that reveal detail and complexity - rather than to fault the data for an excess of complication. Or, worse, to fault viewers for a lack of understanding. Among the most powerful devices for reducing noise and enriching the content of displays is the technique of layering and separation, visually stratifying various aspects of the data." (Edward R Tufte, "Envisioning Information", 1990)

"Lurking behind chartjunk is contempt both for information and for the audience. Chartjunk promoters imagine that numbers and details are boring, dull, and tedious, requiring ornament to enliven. Cosmetic decoration, which frequently distorts the data, will never salvage an underlying lack of content. If the numbers are boring, then you've got the wrong numbers." (Edward R Tufte, "Envisioning Information", 1990)

"Diagrams are a means of communication and explanation, and they facilitate brainstorming. They serve these ends best if they are minimal. Comprehensive diagrams of the entire object model fail to communicate or explain; they overwhelm the reader with detail and they lack meaning." (Eric Evans, "Domain-Driven Design: Tackling complexity in the heart of software", 2003)

"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)

"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)

"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)

"Missing data is the blind spot of statisticians. If they are not paying full attention, they lose track of these little details. Even when they notice, many unwittingly sway things our way. Most ranking systems ignore missing values." (Kaiser Fung, "Numbersense: How To Use Big Data To Your Advantage", 2013)

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

"The first rule of communication is to shut up and listen, so that you can get to know about the audience for your communication, whether it might be politicians, professionals or the general public. We have to understand their inevitable limitations and any misunderstandings, and fight the temptation to be too sophisticated and clever, or put in too much detail." (David Spiegelhalter, "The Art of Statistics: Learning from Data", 2019)

"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)

"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)

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

"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)

"Communication requires the ability to expand or contract a message based on norms within a given culture or language. Expansion provides more detail, sometimes adding in information that is culturally relevant or needed for the person to understand. Contraction preserves the same intent but discards information that isn't needed by that person. Some concepts in certain situations require greater detail than others." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

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