05 December 2011

📉Graphical Representation: Venn Diagrams (Just the Quotes)

"[...] for merely theoretical purposes the rule of formation would be very simple. It would merely be to begin by drawing any closed figure, and then proceed [sic] to draw others, subject to the one condition that each is to intersect once and once only all the existing subdivisions produced by those which had gone before." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"[…] it must be noticed that these diagrams do not naturally harmonize with the propositions of ordinary life or ordinary logic. […] The great bulk of the propositions which we commonly meet with are founded, and rightly founded, on an imperfect knowledge of the actual mutual relations of the implied classes to one another. […] one very marked characteristic about these circular diagrams is that they forbid the natural expression of such uncertainty, and are therefore only directly applicable to a very small number of such propositions as we commonly meet with." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"[...] we can not readily break up a complicated problem into successive steps which can be taken independently. We have, in fact, to solve the problem first, by determining what are the actual mutual relations of the classes involved, and then to draw the circles to represent this final result; we cannot work step-by-step towards the conclusion by aid of our figures." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"Whereas the Eulerian plan endeavoured at once and directly to represent propositions, or relations of class terms to one another, we shall find it best to begin by representing only classes, and then proceed to modify these in some way so as to make them indicate what our propositions have to say. How, then, shall we represent all the subclasses which two or more class terms can produce? Bear in mind that what we have to indicate is the successive duplication of the number of subdivisions produced by the introduction of each successive term. and we shall see our way to a very important departure from the Eulerian conception. All that we have to do is to draw our figures, say circles, so that each successive one which we introduce shall intersect once, and once only, all the subdivisions already existing, and we then have what may be called a general framework indicating every possible combination producible by the given class terms." (John Venn, "On the Diagrammatic and Mechanical Representation of Propositions and Reasonings", 1880)

"We endeavour to employ only symmetrical figures, such as should not only be an aid to reasoning, through the sense of sight, but should also be to some extent elegant in themselves." (John Venn, "Symbolic Logic", 1881)

"At the basis of our Symbolic Logic, however represented, whether by words by letters or by diagrams, we shall always find the same state of things. What we ultimately have to do is to break up the entire field before us into a definite number of classes or compartments which are mutually exclusive and collectively exhaustive." (John Venn, "Symbolic Logic" 2nd Ed., 1894)

"The best way of introducing this question will be to enquire a little more strictly whether it is really classes that we thus represent, or merely compartments into which classes may be put? […] The most accurate answer is that our diagrammatic subdivisions, or for that matter our symbols generally, stand for compartments and not for classes. We may doubtless regard them as representing the latter, but if we do so we should never fail to keep in mind the proviso, 'if there be such things in existence'. And when this condition is insisted upon, it seems as if we expressed our meaning best by saying that what our symbols stand for are compartments which may or may not happen to be occupied." (John Venn, "Symbolic Logic" 2nd Ed., 1894)

"A Venn diagram is a simple representation of the sample space, that is often helpful in seeing 'what is going on'. Usually the sample space is represented by a rectangle, with individual regions within the rectangle representing events. It is often helpful to imagine that the actual areas of the various regions in a Venn diagram are in proportion to the corresponding probabilities. However, there is no need to spend a long time drawing these diagrams - their use is simply as a reminder of what is happening." (Graham Upton & Ian Cook, "Introducing Statistics", 2001)

"Two types of graphic organizers are commonly used for comparison: the Venn diagram and the comparison matrix [...] the Venn diagram provides students with a visual display of the similarities and differences between two items. The similarities between elements are listed in the intersection between the two circles. The differences are listed in the parts of each circle that do not intersect. Ideally, a new Venn diagram should be completed for each characteristic so that students can easily see how similar and different the elements are for each characteristic used in the comparison." (Robert J. Marzano et al, "Classroom Instruction that Works: Research-based strategies for increasing student achievement, 2001)

"The notion of outcomes covering a space is a very useful mental image, as it ties in strongly with the use of Venn diagrams and tables for clarifying the nature of possible events resulting from a trial. There are two important aspects to this. First, when enumerating the various outcomes that comprise an event, the number of (equally. likely) outcomes should correspond, visually, with the area of that part of the diagram represented by the event in question - the greater the probability, the larger the area. Secondly, where events overlap (for example, when rolling a die, consider the two events 'getting an even score' and 'getting a score greater than 2' ), the various regions in the Venn diagram help to clarify the various combinations of events that might occur." (Alan Graham, "Developing Thinking in Statistics", 2006)

📉Graphical Representation: Tools (Just the Quotes)

"Recognize effective results. Does the type of chart selected give a comprehensive picture of the situation? Does the size of chart and visual aid used satisfy all audience requirements? Do materials meet all reproduction problems? Is the layout well balanced and style of lettering uniform? Does the chart as a whole accurately present the facts? Is the projected idea an effective visual tool?" (Mary E Spear, "Charting Statistics", 1952)

"The grid with the vertical ruling carrying the logarithmic scale and the horizontal ruling carrying the arithmetic scale denoting time is the most common. The reverse may be used, and the horizontal ruling may carry the log scale. Charts of this type are frequently referred to as 'semilog charts'. [...] The full or double log scale (with the log grid carried on both horizontal and vertical rulings) is used mostly for statistical study and economic analysis and is not a good tool for popular presentation of data." (Mary E Spear, "Charting Statistics", 1952)

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

"The square has always had a no-nonsense sort of image. Stable, solid, and - well - square. Perhaps that's why it is the shape used in business visuals in those rare cases where a visual is even bothered with. Flip through most business books and you'll find precious few places for your eye to stop and your visual brain to engage. But when you do, the shape of the graphic, chart, matrix, table, or diagram is certainly square. It's a comfortable shape, which makes it a valuable implement in your kit of visual communication tools." (Terry Richey, "The Marketer's Visual Tool Kit", 1994)

"The triangle is one of the best tools for visualizing a problem. Every difficult problem I've encountered in business breaks down into pieces, which carry different weight and importance. The pieces with the most importance sit at the top of the triangle, which progresses down to the sometimes thorny but less important piece at the base." (Terry Richey, "The Marketer's Visual Tool Kit", 1994)

"Visual thinking can begin with the three basic shapes we all learned to draw before kindergarten: the triangle, the circle, and the square. The triangle encourages you to rank parts of a problem by priority. When drawn into a triangle, these parts are less likely to get out of order and take on more importance than they should. While the triangle ranks, the circle encloses and can be used to include and/or exclude. Some problems have to be enclosed to be managed. Finally, the square serves as a versatile problem-solving tool. By assigning it attributes along its sides or corners, we can suddenly give a vague issue a specific place to live and to move about." (Terry Richey, "The Marketer's Visual Tool Kit", 1994)

"When visualization tools act as a catalyst to early visual thinking about a relatively unexplored problem, neither the semantics nor the pragmatics of map signs is a dominant factor. On the other hand, syntactics (or how the sign-vehicles, through variation in the visual variables used to construct them, relate logically to one another) are of critical importance." (Alan M MacEachren, "How Maps Work: Representation, Visualization, and Design", 1995)

"Good numeric representation is a key to effective thinking that is not limited to understanding risks. Natural languages show the traces of various attempts at finding a proper representation of numbers. [...] The key role of representation in thinking is often downplayed because of an ideal of rationality that dictates that whenever two statements are mathematically or logically the same, representing them in different forms should not matter. Evidence that it does matter is regarded as a sign of human irrationality. This view ignores the fact that finding a good representation is an indispensable part of problem solving and that playing with different representations is a tool of creative thinking." (Gerd Gigerenzer, "Calculated Risks: How to know when numbers deceive you", 2002)

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

"To analyze means to untangle. Even when we 'let the data speak for themselves', we need to untangle some aspect of the data before displaying things in a graphic. The more analytics we can include in the process of displaying graphics, the more flexibility our tools will have." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

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

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

"[...] 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)

"Creating a data fluent organization doesn’t just happen. It starts with people who love using data as a tool to improve their job performance - people who have learned to converse with others in the language of data. It needs people who expect and demand better, more useful data products from themselves and others. It starts with you." (Zach Gemignani et al, "Data Fluency", 2014)

"Key Performance Indicators (KPIs) in many organizations are a broken tool. The KPIs are often a random collection prepared with little expertise, signifying nothing. [...] KPIs should be measures that link daily activities to the organization’s critical success factors (CSFs), thus supporting an alignment of effort within the organization in the intended direction." (David Parmenter, "Key Performance Indicators: Developing, implementing, and using winning KPIs" 3rd Ed., 2015)

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

"Commonly, data do not make a clear and unambiguous statement about our world, often requiring tools and methods to provide such clarity. These methods, called statistical data analysis, involve collecting, manipulating, analyzing, interpreting, and presenting data in a form that can be used, understood, and communicated to others." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"Exploring data generates hypotheses about patterns in our data. The visualizations and tools of dynamic interactive graphics ease and improve the exploration, helping us to 'see what our data seem to say'." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

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

"Color is difficult to use effectively. A small number of well-chosen colors can be highly distinguishable, particularly for categorical data, but it can be difficult for users to distinguish between more than a handful of colors in a visualization. Nonetheless, color is an invaluable tool in the visualization toolbox because it is a channel that can carry a great deal of meaning and be overlaid on other dimensions. […] There are a variety of perceptual effects, such as simultaneous contrast and color deficiencies, that make precise numerical judgments about a color scale difficult, if not impossible." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"Maps also have the disadvantage that they consume the most powerful encoding channels in the visualization toolbox - position and size - on an aspect that is held constant. This leaves less effective encoding channels like color for showing the dimension of interest." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

04 December 2011

📉Graphical Representations: Dashboards (Just the Quotes)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

"Chart choices can also create weight within the entire composition. Presenting information as a comprehensive visualization, such as in a dashboard, requires thinking beyond individual charts. In writing, we not only craft sentences, but write the composition as an entire piece. Certain sentences may drive the writing more, but all sentences play a role in conveying the message." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"The sizes of charts in space reflect how we convey information to a reader. In a dashboard context, the content, size, and space that the various charts occupy should reflect the form and function of the main message. As you saw with the bento box metaphor from the introduction, there needs to be deliberate thought put into the placement and size of each individual chart so that they all work together in harmony." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"When integrating written text with charts in a functionally aesthetic way, the reader should be able to find the key takeaways from the chart or dashboard, taking into account the context, constraints, and reading objectives of the overall message."  (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

📉Graphical Representation: Information Design (Just the Quotes)

"The ducks of information design are false escapes from flatland, adding pretend dimensions to impoverished data sets, merely fooling around with information." (Edward R Tufte, "Envisioning Information", 1990)

"We envision information in order to reason about, communicate, document, and preserve that knowledge - activities nearly always carried out on two-dimensional paper and computer screen. Escaping this flatland and enriching the density of data displays are the essential tasks of information design." (Edward R Tufte, "Envisioning Information", 1990)

"Good information design is clear thinking made visible, while bad design is stupidity in action." (Edward Tufte, "Visual Explanations" , 1997)

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

"Information design is defined as the art and science of preparing information so that can be used by human beings with efficiency and effectiveness. Its primary objectives are:To develop documents that are comprehensible, rapidly and accurately retrievable, and easy to translate into effective actions [...]" (Sheila Pontis, "La historia de la esquematica en la visualization de datos", 2007)

"I feel that every day, all of us now are being blasted by information design. It's being poured into our eyes through the Web, and we're all visualizers now; we're all demanding a visual aspect to our information. There's something almost quite magical about visual information. It's effortless; it literally pours in." (David McCandless, "The beauty of data visualization", TEDGlobal, 2010) 

"The composing of intelligible patterns from the noise of raw data is a hallmark of a good information designer. The most successful examples extract and present essential relationships in a coherent manner while limiting the obtrusiveness of accessory relationships. Effective results are self-evident whereby the information graphic is absorbed by the mind holistically." (William A Anderson & William M Bevington, "Complications and Adjacencies: An Organizing Logic for Information Graphics", Parsons Journal of Information Mapping Vol. II(3), 2010)

"Information design, when successful - whether in print, on the web, or in the environment - represents the functional balance of the meaning of the information, the skills and inclinations of the designer, and the perceptions, education, experience, and needs of the audience." (Joel Katz, "Designing Information: Human factors and common sense in information design", 2012)

"Successful information design in movement systems gives the user the information he needs - and only the information he needs - at every decision point." (Joel Katz, "Designing Information: Human factors and common sense in information design", 2012) 

"Information design is a design practice concerned with the presentation of information. It is often associated with the activities of data visualization; indeed sometimes it is presented as the major field in which data visualization belongs. Unquestionably, both share an underlying motive to facilitate understanding. However, in my view, information design has a much broader application concerned with the design of many different forms of visual communication, particularly those with an instructional or functional slant, such as way-finding devices like hospital building maps or in the design of utility bills." (Andy Kirk, "Data Visualisation: A Handbook for Data Driven Design" 2nd Ed., 2019)

📉Graphical Representation: Explanation (Just the Quotes)

"Wherever unusual peaks or valleys occur on a curve it is a good plan to mark these points with a small figure inside a circle. This figure should refer to a note on the back of the chart explaining the reason for the unusual condition. It is not always sufficient to show that a certain item is unusually high or low; the executive will want to know why it is that way." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

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

"Try telling the story in words different from those on the charts. […] If the chart shows a picture, describe the picture. Tell what it shows and why it is shown. If it is a diagram, explain it. Don't leave the audience to figure it out. No matter how simple the story shown, tell it in your own words: but remember that explaining a chart doesn't mean reading it out loud." (Edward J Hegarty, "How to Use a Set of Display Charts", The American Statistician Vol. 2" (5), 1948)

"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)

"It is almost impossible to define 'time-sequence chart' in a clear and unambiguous manner because of the many forms and adaptations open to this type of chart. However. it might be said that, in essence, time-sequence chart portrays a chain of activities through time, indicates the type of activity in each link of the chain, shows clearly the position of the link in the total sequence chain, and indicates the duration of each activity. The time sequence chart may also contain verbal elements explaining when to begin an activity, how long to continue the activity, and a description of the activity. The chart may also indicate when to blend a given activity with another and the point at which a given activity is completed. The basic time-sequence chart may also be accompanied by verbal explanations and by secondary or contributory charts." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"[…] fitting lines to relationships between variables is often a useful and powerful method of summarizing a set of data. Regression analysis fits naturally with the development of causal explanations, simply because the research worker must, at a minimum, know what he or she is seeking to explain." (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)

"Graphical methodology provides powerful diagnostic tools for conveying properties of the fitted regression, for assessing the adequacy of the fit, and for suggesting improvements. There is seldom any prior guarantee that a hypothesized regression model will provide a good description of the mechanism that generated the data. Standard regression models carry with them many specific assumptions about the relationship between the response and explanatory variables and about the variation in the response that is not accounted for by the explanatory variables. In many applications of regression there is a substantial amount of prior knowledge that makes the assumptions plausible; in many other applications the assumptions are made as a starting point simply to get the analysis off the ground. But whatever the amount of prior knowledge, fitting regression equations is not complete until the assumptions have been examined." (John M Chambers et al, "Graphical Methods for Data Analysis", 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)

"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)

"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)

"Presentation graphics face the challenge to depict a key message in - usually a single - graphic which needs to fit very many observers at a time, without the chance to give further explanations or context. Exploration graphics, in contrast, are mostly created and used only by a single researcher, who can use as many graphics as necessary to explore particular questions. In most cases none of these graphics alone gives a comprehensive answer to those questions, but must be seen as a whole in the context of the analysis." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Bear in mind is that the use of color doesn’t always help. Use it sparingly and with a specific purpose in mind. Remember that the reader’s brain is looking for patterns, and will expect both recurrence itself and the absence of expected recurrence to carry meaning. If you’re using color to differentiate categorical data, then you need to let the reader know what the categories are. If the dimension of data you’re encoding isn’t significant enough to your message to be labeled or explained in some way - or if there is no dimension to the data underlying your use of difference colors - then you should limit your use so as not to confuse the reader." (Noah Iliinsky & Julie Steel, "Designing Data Visualizations", 2011)

"Communication is the primary goal of data visualization. Any element that hinders - rather than helps - the reader, then, needs to be changed or removed: labels and tags that are in the way, colors that confuse or simply add no value, uncomfortable scales or angles. Each element needs to serve a particular purpose toward the goal of communicating and explaining information. Efficiency matters, because if you’re wasting a viewer’s time or energy, they’re going to move on without receiving your message." (Noah Iliinsky & Julie Steel, "Designing Data Visualizations", 2011)

"Don’t rush to write a headline or an entire story or to design a visualization immediately after you find an interesting pattern, data point, or fact. Stop and think. Look for other sources and for people who can help you escape from tunnel vision and confirmation bias. Explore your information at multiple levels of depth and breadth, looking for extraneous factors that may help explain your findings. Only then can you make a decision about what to say, and how to say it, and about what amount of detail you need to show to be true to the data." (Alberto Cairo, "The Functional Art", 2011)

"Done well, annotation can help explain and facilitate the viewing and interpretive experience. It is the challenge of creating a layer of user assistance and user insight: how can you maximize the clarity and value of engaging with this visualization design?" (Andy Kirk, "Data Visualization: A successful design process", 2012)

"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)

"Ranks do not explain how much one item varies from another. Ranked data is ordinal; that is, the data is categorical and has a sequence (e.g., who finished the race first, second, and third). That’s it! Ranked data can be used for showing the order of the data points. […] When working with ranked data, you cannot make inferences about the variance in the data; all you can say with certainty is which item is ranked higher than the others, not how much higher." (Andy Kriebel & Eva Murray, "#MakeoverMonday: Improving How We Visualize and Analyze Data, One Chart at a Time", 2018)

"Using a question as a title is a great way to guide the audience. The question helps you ensure that your charts respond directly to the question and when they do not, you can remove them. And that is the main point: You need to answer the question. If the data is not conclusive, say so. Give an explanation that relates back to your title and close the loop so that your audience is informed and gets the complete picture included in your analysis." (Andy Kriebel & Eva Murray, "#MakeoverMonday: Improving How We Visualize and Analyze Data, One Chart at a Time", 2018)

"A map by itself requires little explanation, but once data are superimposed, readers will probably need labels on the maps, and legends explaining encodings like the color of markers." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"Analysis is a two-step process that has an exploratory and an explanatory phase. In order to create a powerful data story, you must effectively transition from data discovery (when you’re finding insights) to data communication (when you’re explaining them to an audience). If you don’t properly traverse these two phases, you may end up with something that resembles a data story but doesn’t have the same effect. Yes, it may have numbers, charts, and annotations, but because it’s poorly formed, it won’t achieve the same results." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

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

03 December 2011

📉Graphical Representation: Charts vs. Thousand Words (Just the Quotes)

"The drawing shows me at a glance what would be spread over ten pages in a book." (Ivan Turgenev, 1862) [2]

"Sometimes, half a dozen figures will reveal, as with a lighting-flash, the importance of a subject which ten thousand labored words with the same purpose in view, had left at last but dim and uncertain." (Mark Twain, "Life on the Mississippi", 1883) 

"One good picture is worth many pages of written description." (William Sproston Caine, 1891) [2]

"One look is worth a thousand words" (Kathleen Caffyn, 1903) 

"Use a picture. It's worth a thousand words." (Arthur Brisbane, The Post-Standard, 1911)

"One Look Is Worth A Thousand Words" ([advertisement] 1913)

"A picture is worth ten thousand words. If you can’t see the truth in these pictures you are among the vast majority that must learn only by experience." (Arthur Brisbane, 1915)

"One picture is worth ten thousand words." (Frederick R Barnard, Printer’s Ink, 1921)

"One Picture Worth Ten Thousand Words" ([Chinese proverb] 1927)

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

"Graphic charts are ways of presenting quantitative as well as qualitative information in an efficient and effective visual form. Numbers and ideas presented graphically are often more easily understood. remembered. and integrated than when they are presented in narrative or tabular form. Descriptions. trends. relationships, and comparisons can be made more apparent. Less time is required to present and comprehend information when graphic methods are employed. As the old truism states, 'One picture is worth a thousand words.'" (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"One word is worth a thousand pictures. If it's the right word." (Edward Abbey, "Beyond the Wall: Essays from the Outside", 1984)

"A picture may be worth a thousand words, a formula is worth a thousand pictures." (Edsger Dijkstra, [conference at ETH Zurich] 1994)

"A magnificent picture is never worth a thousand perfect words." (John Dunning, "The Bookman's Wake", 1995)

"A picture tells a thousand words. But you get a thousand pictures from someone's voice." (Paul Fleischman, "Seek", 2001)

"If a picture is worth a thousand words, a metaphor is worth a thousand pictures." (Daniel H Pink, "A Whole New Mind: Why Right-Brainers Will Rule the Future", 2005)

"The amount of information rendered in a single financial graph is easily equivalent to thousands of words of text or a page-sized table of raw values. A graph illustrates so many characteristics of data in a much smaller space than any other means. Charts also allow us to tell a story in a quick and easy way that words cannot." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"Visual reports exploit the idea that a picture is worth a thousand words and, in particular, for many tasks a picture is more useful than a large table of numbers." (Stephen G Eick, "Graph Drawing for Data Analytics" [in "Handbook of Graph Drawing and Visualization"] , 2013)

"Graphs can help us interpret data and draw inferences. They can help us see tendencies, patterns, trends, and relationships. A picture can be worth not only a thousand words, but a thousand numbers. However, a graph is essentially descriptive - a picture meant to tell a story. As with any story, bumblers may mangle the punch line and the dishonest may lie." (Gary Smith, "Standard Deviations", 2014)

"The caption should explain what is shown, possibly also giving the data source. Captions should be detailed enough that the graphic can pretty well stand on its own. Longer is usually better than shorter. A picture may be worth a thousand words, but you need at least some words to describe and explain it." (Antony Unwin, "Graphical Data Analysis with R", 2015)

"A picture may be worth a thousand words, but not all pictures are readable, interpretable, meaningful, or relevant." (Kristen Sosulski, "Data Visualization Made Simple: Insights into Becoming Visual", 2018)

"A recurring theme in machine learning is combining predictions across multiple models. There are techniques called bagging and boosting which seek to tweak the data and fit many estimates to it. Averaging across these can give a better prediction than any one model on its own. But here a serious problem arises: it is then very hard to explain what the model is (often referred to as a 'black box'). It is now a mixture of many, perhaps a thousand or more, models." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"'A picture is worth a thousand words' is definitely true, and graphs can help you tell a story about your data that would otherwise go untold with only numerical summaries and statistics. While inferential statistics and effect size measures can help us draw relatively reliable conclusions from our data, graphs and visualizations can help make the scientific findings accessible to virtually anyone, even with minimal coursework in statistics or data science." (Daniel J Denis, "Univariate, Bivariate, and Multivariate Statistics Using R: Quantitative Tools for Data Analysis and Data Science, 2020)

"Although a picture may be worth a thousand words, a single static picture is in most cases insufficient for a valid analysis and for understanding of a complex subject. It is usual that an analyst needs to see different aspects or parts of data and look at the data from different perspectives. This means that the analyst needs to interact with the data and with the system that generates visual displays of the data: select data components and subsets for viewing, select and tune visualization techniques, transform the views, transform the data, and so on." (Natalia Andrienko et al, "Visual Analytics for Data Scientists", 2020)

"A picture really can be worth a thousand words, and human beings are adept at extracting useful information from visual presentations. Modern data analysis increasingly relies on graphical presentations to uncover meaning and convey results." (Robert I Kabacoff, "R in Action: Data analysis and graphics with R and Tidyverse", 2022)

"A good metaphor is worth a thousand pictures." (Anon) 

"As the Chinese say, 1001 words is worth more than a picture." (John McCarthy [source]) 

References:
[1] Wikipedia (2024) A picture is worth a thousand words [link]
[2] Quote Investigator (2022) A Picture Is Worth Ten Thousand Words [link


💠SQL Server: Window Functions [new feature]

Introduction

     In the past, in the absence or in parallel with other techniques, aggregate functions proved to be quite useful in order to solve several types of problems that involve the retrieval of first/last record or the display of details together with averages and other aggregates. Typically their use involves two or more joins between a dataset and an aggregation based on the same dataset or a subset of it. An aggregation can involve one or more columns that make the object of analysis. Sometimes it might be needed multiple such aggregations based on different sets of columns. Each such aggregation involves at least a join. Such queries can become quite complex, though they were a price to pay in order to solve such problems.

Partitions

     The introduction of analytic functions in Oracle and of window functions, a similar concept, in SQL Server, allowed the approach of such problems from a different simplified perspective. Central to this feature it’s the partition (of a dataset), its meaning being same as of mathematical partition of a set, defined as a division of a set into non-overlapping and non-empty parts that cover the whole initial set. The introduction of partitions it’s not necessarily something new, as the columns used in a GROUP BY clause determines (implicitly) a partition in a dataset. The difference in analytic/window functions is that the partition is defined explicitly inline together with a ranking or average function evaluated within a partition. If the concept of partition is difficult to grasp, let’s look at the result-set based on two Products (the examples are based on AdventureWorks database):
 
-- Price Details for 2 Products 
SELECT A.ProductID  
, A.StartDate 
, A.EndDate 
, A.StandardCost  
FROM [Production].[ProductCostHistory] A 
WHERE A.ProductID IN (707, 708) 
ORDER BY A.ProductID 
, A.StartDate 

window function - details

   In this case a partition is “created” based on the first Product (ProductId = 707), while a second partition is based on the second Product (ProductId = 708). As a parenthesis, another partitioning could be created based on ProductId and StartDate; considering that the two attributes are a key in the table, this will partition the dataset in partitions of 1 record (each partition will have exactly one record).

Details and Averages

     In order to exemplify the use of simple versus window aggregate functions, let’s consider a problem in which is needed to display Standard Price details together with the Average Standard Price for each ProductId. When a GROUP BY clause is applied in order to retrieve the Average Standard Cost, the query is written under the form: 

-- Average Price for 2 Products 
SELECT A.ProductID  
, AVG(A.StandardCost) AverageStandardCost 
FROM [Production].[ProductCostHistory] A 
WHERE A.ProductID IN (707, 708) 
GROUPBY A.ProductID  
ORDERBY A.ProductID 

window function - GROUP BY 

    In order to retrieve the details, the query can be written with the help of a FULL JOIN as follows:

-- Price Details with Average Price for 2 Products - using JOINs 
SELECT A.ProductID  
, A.StartDate 
, A.EndDate 
, A.StandardCost 
, B.AverageStandardCost 
, A.StandardCost - B.AverageStandardCost DiffStandardCost 
FROM [Production].[ProductCostHistory] A    
  JOIN ( -- average price        
    SELECT A.ProductID         
    , AVG(A.StandardCost) AverageStandardCost         
    FROM [Production].[ProductCostHistory] A        
    WHERE A.ProductID IN (707, 708)        
    GROUP BY A.ProductID      
) B  
    ON A.ProductID = B.ProductID 
WHERE A.ProductID IN (707, 708) 
ORDERBY A.ProductID 
, A.StartDate 

 window function - Average Price JOIN   

    As pointed above the partition is defined by ProductId. The same query written with window functions becomes:

-- Price Details with Average Price for 2 Products - using AVG window function 
SELECT A.ProductID  
, A.StartDate 
, A.EndDate 
, A.StandardCost 
, AVG(A.StandardCost) OVER(PARTITION BY A.ProductID) AverageStandardCost 
, A.StandardCost - AVG(A.StandardCost) OVER(PARTITION BY A.ProductID) DiffStandardCost 
FROM [Production].[ProductCostHistory] A 
WHERE A.ProductID IN (707, 708) 
ORDER BY A.ProductID 
, A.StartDate 

window function - Average Price WF









    As can be seen, in the second example, the AVG function is defined using the OVER clause with PartitionId as partition. Even more, the function is used in a formula to calculate the Difference Standard Cost. More complex formulas can be written making use of multiple window functions.  

The Last Record

     Let’s consider the problem of retrieving the nth record. Because with aggregate functions is easier to retrieve the first or last record, let’s consider that is needed to retrieve the last Standard Price for each ProductId. The aggregate function helps to retrieve the greatest Start Date, which farther helps to retrieve the record containing the Last Standard Price.

-- Last Price Details for 2 Products - using JOINs 
SELECT A.ProductID  
, A.StartDate 
, A.EndDate 
, A.StandardCost 
FROM [Production].[ProductCostHistory] A  
    JOIN ( -- average price          
    SELECT A.ProductID          
    , Max(A.StartDate) LastStartDate          
    FROM [Production].[ProductCostHistory] A          
    WHERE A.ProductID IN (707, 708)          
    GROUP BY A.ProductID      
) B      
   ON A.ProductID = B.ProductID  
  AND A.StartDate = B.LastStartDate 
WHERE A.ProductID IN (707, 708) 
ORDERBY A.ProductID 
,A.StartDate 

window function - Last Price JOIN  

With window functions the query can be rewritten as follows:

-- Last Price Details for 2 Products - using AVG window function 
SELECT * 
FROM (-- ordered prices      
    SELECT A.ProductID      
    , A.StartDate      
    , A.EndDate      
    , A.StandardCost      
    , RANK() OVER(PARTITION BY A.ProductID ORDER BY A.StartDate DESC) Ranking      
    FROM [Production].[ProductCostHistory] A     
    WHERE A.ProductID IN (707, 708) 
  ) A 
WHERE Ranking = 1 
ORDER BY A.ProductID 
, A.StartDate 

window function - Last Price WF  

   As can be seen, in order to retrieve the Last Standard Price, was considered the RANK function, the results being ordered descending by StartDate. Thus, the Last Standard Price will be always positioned on the first record. Because window functions can’t be used in WHERE clauses, it’s needed to encapsulate the initial logic in a subquery. Similarly could be retrieved the First Standard Price, this time ordering ascending the StartDate. The last query can be easily modified to retrieve the nth records (this can prove to be more difficult with simple average functions), the first/last nth records.

Conclusion

    Without going too deep into details, I shown above two representative scenarios in which solutions based on average functions could be simplified by using window functions. In theory the window functions provide greater flexibility but they have their own trade offs too. In the next posts I will attempt to further detail their use, especially in the context of Statistics.

📉Graphical Representation: Power (Just the Quotes)

"But law is no explanation of anything; law is simply a generalization, a category of facts. Law is neither a cause, nor a reason, nor a power, nor a coercive force. It is nothing but a general formula, a statistical table." (Florence Nightingale, "Suggestions for Thought", 1860)

"The wandering of a line is more powerful in its effect on the mind than a tabulated statement; it shows what is happening and what is likely to take place just as quickly as the eye is capable of working." (A Lester Boddington, "Statistics And Their Application To Commerce", 1921)

"Seeing color isn't always as simple as it may seem. Some colors are not easy to see unless the conditions are just right; some are so easy to see that they overpower everything else; some are easy to see but difficult to distinguish. […] Large masses of color become too visible and easily overwhelm the entire chart. The more visible the color the easier it is to use too much of it." (Kenneth W Haemer, "Color in Chart Presentation", The American Statistician Vol. 4" (2) , 1950)

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

"An especially effective device for enhancing the explanatory power of time-series displays is to add spatial dimensions to the design of the graphic, so that the data are moving over space (in two or three dimensions) as well as over time. […] Occasionally graphics are belligerently multivariate, advertising the technique rather than the data." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

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

"The logarithm is an extremely powerful and useful tool for graphical data presentation. One reason is that logarithms turn ratios into differences, and for many sets of data, it is natural to think in terms of ratios. […] Another reason for the power of logarithms is resolution. Data that are amounts or counts are often very skewed to the right; on graphs of such data, there are a few large values that take up most of the scale and the majority of the points are squashed into a small region of the scale with no resolution." (William S. Cleveland, "Graphical Methods for Data Presentation: Full Scale Breaks, Dot Charts, and Multibased Logging", The American Statistician Vol. 38" (4) 1984)

"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)

"Sometimes, when visualization thoroughly reveals the structure of a set of data, there is a tendency to underrate the power of the method for the application. Little effort is expended in seeing the structure once the right visualization method is used, so we are mislead into thinking nothing exciting has occurred." (William S Cleveland, "Visualizing Data", 1993)

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

"Exploratory Data Analysis is more than just a collection of data-analysis techniques; it provides a philosophy of how to dissect a data set. It stresses the power of visualisation and aspects such as what to look for, how to look for it and how to interpret the information it contains. Most EDA techniques are graphical in nature, because the main aim of EDA is to explore data in an open-minded way. Using graphics, rather than calculations, keeps open possibilities of spotting interesting patterns or anomalies that would not be apparent with a calculation" (where assumptions and decisions about the nature of the data tend to be made in advance)." (Alan Graham, "Developing Thinking in Statistics", 2006)

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

"Arbitrary category sequence and misplaced pie chart emphasis lead to general confusion and weaken messages. Although this can be used for quite deliberate and targeted deceit, manipulation of the category axis only really comes into its own with techniques that bend the relationship between the data and the optics in a more calculated way. Many of these techniques are just twins of similar ruses on the value axis. but are none the less powerful for that." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"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)

"Histograms are powerful in cases where meaningful class breaks can be defined and classes are used to select intervals and groups in the data. However, they often perform poorly when it comes to the visualization of a distribution." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Colour is a very powerful way to draw attention to specific portions of the design. Colour evokes feelings and emotions, making it an essential component in branding." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"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)

"An infographic (short for information graphic) is a type of picture that blends data with design, helping individuals and organizations concisely communicate messages to their audience." (Mark Smiciklas, "The Power of Infographics: Using Pictures to Communicate and Connect with Your Audiences", 2012)

"Color can modify - and possibly even contradict - our intuitive response to value, because of its own powerful connotations." (Joel Katz, "Designing Information: Human factors and common sense in information design", 2012)

"The simplicity of the process behavior chart can be deceptive. This is because the simplicity of the charts is based on a completely different concept of data analysis than that which is used for the analysis of experimental data. When someone does not understand the conceptual basis for process behavior charts they are likely to view the simplicity of the charts as something that needs to be fixed.  Out of these urges to fix the charts all kinds of myths have sprung up resulting in various levels of complexity and obstacles to the use of one of the most powerful analysis techniques ever invented." (Donald J Wheeler, "Myths About Data Analysis", International Lean & Six Sigma Conference, 2012)

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

"Statistical characterization of datasets is a very powerful approach, but it has the intrinsic limitation of losing information through summarization. " (Tamara Munzner, "Visualization Analysis and Design", 2014)

"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)

"The power of infographics is that it keeps things short and sweet. [...] The concise, pointed nature of an infographic works well with the fact that people’s attention span is decreasing significantly." (Justin Beegel, "Infographics For Dummies", 2014)

"Maps also have the disadvantage that they consume the most powerful encoding channels in the visualization toolbox - position and size - on an aspect that is held constant. This leaves less effective encoding channels like color for showing the dimension of interest." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"Analysis is a two-step process that has an exploratory and an explanatory phase. In order to create a powerful data story, you must effectively transition from data discovery" (when you’re finding insights) to data communication" (when you’re explaining them to an audience). If you don’t properly traverse these two phases, you may end up with something that resembles a data story but doesn’t have the same effect. Yes, it may have numbers, charts, and annotations, but because it’s poorly formed, it won’t achieve the same results." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Aligning on data ink can be a powerful way to build relationships across charts. It can be used to obscure the lines between charts, making the composition feel more seamless. [....] Alignment paradigms can also influence the layout design needed. [...] The layout added to the alignment further supports this relationship." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

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

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

📉Graphical Representation: Experience (Just the Quotes)

"It is not possible to lay down any hard and fast rules for determining what chart is the best for any given problem. Ordinarily that one is the best which will produce the quickest and clearest results. but unfortunately it is not always possible to construct the clearest one in the least time. Experience is the best guide. Generally speaking, a rectilinear chart is best adapted for equations of the first degree, logarithmic for those other than the first degree and not containing over two variables, and alignment charts where there are three or more variables. However, nearly every person becomes more or less familiar with one type of chart and prefers to adhere to the use of that type because he does not care to take the time and trouble to find out how to use the others. It is best to know what the possibilities of all types are and to be governed accordingly when selecting one or the other for presenting or working out certain data." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"The number of grid lines should be kept to a minimum. This means that there should be just enough coordinate lines in the field so that the eye can readily interpret the values at any point on the curve. No definite rule can be specified as to the optimum number of lines in a grid. This must be left to the discretion of the chart-maker and can come only from experience. The size of the chart, the type and range of the data. the number of curves, the length and detail of the period covered, as well as other factors, will help to determine the number of grid lines." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"The art of using the language of figures correctly is not to be over-impressed by the apparent air of accuracy, and yet to be able to take account of error and inaccuracy in such a way as to know when, and when not, to use the figures. This is a matter of skill, judgment, and experience, and there are no rules and short cuts in acquiring this expertness." (Ely Devons, "Essays in Economics", 1961)

"Nearly all those who produce graphics for mass publication are trained exclusively in the fine arts and have had little experience with the analysis of data. Such experiences are essential for achieving precision and grace in the presence of statistics. [...] Those who get ahead are those who beautified data, never mind statistical integrity." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"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)

"Done well, annotation can help explain and facilitate the viewing and interpretive experience. It is the challenge of creating a layer of user assistance and user insight: how can you maximize the clarity and value of engaging with this visualization design?" (Andy Kirk, "Data Visualization: A successful design process", 2012)

"Geographic maps have the advantage of being true to scale - great for walking. Diagrams have the advantage of being easily imaged and remembered, often true to a non-pedestrian experience, and the ability to open up congestion, reduce empty space, and use real estate efficiently. Hybrids 'mapograms' ? - often have the disadvantages of both map and diagram with none of the corresponding advantages." (Joel Katz, "Designing Information: Human factors and common sense in information design", 2012)

"Visual metaphors are about integrating a certain visual quality in your work that somehow conveys that extra bit of connection between the data, the design, and the topic. It goes beyond just the choice of visual variable, though this will have a strong influence. Deploying the best visual metaphor is something that really requires a strong design instinct and a certain amount of experience." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"[...] 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)

"People see bar charts and line charts and pie charts all the time, and those charts are often boring. Boring graphs are forgettable. Different shapes and uncommon forms that move beyond the borders of our typical data visualization experience can draw readers in." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

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

"Maps are a type of chart that can convey relationships about space and relationships between objects that we relate to in the real world. Their effectiveness as a communication medium is strongly influenced by a host of factors: the nature of spatial data, the form and structure of representation, their intended purpose, the experience of the audience, and the context in the time and space in which the map is viewed. In other words, maps are a ubiquitous representation of spatial information that we can understand and relate to." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"Using symbols is one common way of applying semantics to help make sense of the world. Symbols provide clues to understanding experiences by conveying recognizable meanings that are shared by societies." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

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


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Koeln, NRW, Germany
IT Professional with more than 24 years experience in IT in the area of full life-cycle of Web/Desktop/Database Applications Development, Software Engineering, Consultancy, Data Management, Data Quality, Data Migrations, Reporting, ERP implementations & support, Team/Project/IT Management, etc.