08 December 2011

📉Graphical Representation: Context (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) 

"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)

"Generally speaking, a good display is one in which the visual impact of its components is matched to their importance in the context of the analysis. Consider the issue of overplotting." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

"Averages, ranges, and histograms all obscure the time-order for the data. If the time-order for the data shows some sort of definite pattern, then the obscuring of this pattern by the use of averages, ranges, or histograms can mislead the user. Since all data occur in time, virtually all data will have a time-order. In some cases this time-order is the essential context which must be preserved in the presentation." (Donald J Wheeler," Understanding Variation: The Key to Managing Chaos" 2nd Ed., 2000)

"Without meaningful data there can be no meaningful analysis. The interpretation of any data set must be based upon the context of those data. Unfortunately, much of the data reported to executives today are aggregated and summed over so many different operating units and processes that they cannot be said to have any context except a historical one - they were all collected during the same time period. While this may be rational with monetary figures, it can be devastating to other types of data." (Donald J Wheeler, "Understanding Variation: The Key to Managing Chaos" 2nd Ed., 2000)

"Data are not just numbers, they are numbers with a context. [...] In data analysis, context provides meaning." (George W Cobb & David S Moore, "Mathematics, Statistics, and Teaching", American Mathematical Monthly, 1997)

"The content and context of the numerical data determines the most appropriate mode of presentation. A few numbers can be listed, many numbers require a table. Relationships among numbers can be displayed by statistics. However, statistics, of necessity, are summary quantities so they cannot fully display the relationships, so a graph can be used to demonstrate them visually. The attractiveness of the form of the presentation is determined by word layout, data structure, and design." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"Numbers are often useful in stories because they record a recent change in some amount, or because they are being compared with other numbers. Percentages, ratios and proportions are often better than raw numbers in establishing a context." (Charles Livingston & Paul Voakes, "Working with Numbers and Statistics: A handbook for journalists", 2005)

"The percentage is one of the best (mathematical) friends a journalist can have, because it quickly puts numbers into context. And it's a context that the vast majority of readers and viewers can comprehend immediately." (Charles Livingston & Paul Voakes, "Working with Numbers and Statistics: A handbook for journalists", 2005)

"By showing recent change in relation to many past changes, sparklines provide a context for nuanced analysis - and, one hopes, better decisions. [...] Sparklines efficiently display and narrate binary data (presence/absence, occurrence/non-occurrence, win/loss). [...] Sparklines can simultaneously accommodate several variables. [...] Sparklines can narrate on-going results detail for any process producing sequential binary outcomes." (Edward R Tufte, "Beautiful Evidence", 2006)

"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)

"The biggest difference between line graphs and sparklines is that a sparkline is compact with no grid lines. It isnʼt meant to give precise values; rather, it should be considered just like any other word in the sentence. Its general shape acts as another term and lends additional meaning in its context. The driving forces behind these compact sparklines are speed and convenience." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"In order to be effective a descriptive statistic has to make sense - it has to distill some essential characteristic of the data into a value that is both appropriate and understandable. […] the justification for computing any given statistic must come from the nature of the data themselves - it cannot come from the arithmetic, nor can it come from the statistic. If the data are a meaningless collection of values, then the summary statistics will also be meaningless - no arithmetic operation can magically create meaning out of nonsense. Therefore, the meaning of any statistic has to come from the context for the data, while the appropriateness of any statistic will depend upon the use we intend to make of that statistic." (Donald J Wheeler, "Myths About Data Analysis", International Lean & Six Sigma Conference, 2012)

"Context (information that lends to better understanding the who, what, when, where, and why of your data) can make the data clearer for readers and point them in the right direction. At the least, it can remind you what a graph is about when you come back to it a few months later. […] Context helps readers relate to and understand the data in a visualization better. It provides a sense of scale and strengthens the connection between abstract geometry and colors to the real world." (Nathan Yau, "Data Points: Visualization That Means Something", 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)

"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)

"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)

"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)

"Note how the key step to creating meaning (knowledge) is not only to summarize and declutter but to find where the information is most useful and then by linking it to that context (reference framework)." (Jose Berengueres & Marybeth Sandell, "Introduction to Data Visualization & Storytelling: A Guide For The Data Scientist" 2nd. Ed., 2019)

"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)

"There is often no one 'best' visualization, because it depends on context, what your audience already knows, how numerate or scientifically trained they are, what formats and conventions are regarded as standard in the particular field you’re working in, the medium you can use, and so on. It’s also partly scientific and partly artistic, so you get to express your own design style in it, which is what makes it so fascinating." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"When narrative is coupled with data, it helps to explain to your audience what’s happening in the data and why a particular insight is important. Ample context and commentary are often needed to fully appreciate an analysis finding. The narrative element adds structure to the data and helps to guide the audience through the meaning of what’s being shared." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Without knowing the source and context, a particular statistic is worth little. Yet numbers and statistics appear rigorous and reliable simply by virtue of being quantitative, and have a tendency to spread." (Carl T Bergstrom & Jevin D West, "Calling Bullshit: The Art of Skepticism in a Data-Driven World", 2020)

"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)

"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)

"Coloring needs to be semantically relevant and is also defined by the context." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"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)

"Our visual perception is context-dependent; we are not good at seeing things in isolation." (Alan Smith, "How Charts Work: Understand and explain data with confidence", 2022)

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

"Understanding the context and the domain of the data is important to help disambiguate concepts. While reasonable defaults can be used to create a visualization, there should be no dead ends. Provide affordances for a user to understand, repair, and refine." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

"A chart that knows its context well will naturally end up looking better because it’s showing what it needs to show and nothing else. Good context begets good design. Good charts are only the means to a more profound end: presenting your ideas effectively. Good charts are not the product you’re after. They’re the way to deliver your product - insight." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

"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)

"Without context, no one […] can say whether that chart is good. In the absence of context, a chart is neither good nor bad. It’s only well built or poorly built. To judge a chart’s value, you need to know more - much more - than whether you used the right chart type, picked good colors, or labeled axes correctly. Those things can help make charts good, but in the absence of context they’re academic considerations. It’s far more important to know Who will see this? What do they want? What do they need? What idea do I want to convey? What could I show? What should I show? Then, after all that, How will I show it?" (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)

See also the quotes on "Context" in Data ScienceManagementSoftware Engineering 

📉Graphical Representation: Standards (Just the Quotes)

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

"Most authors would greatly resent it if they were told that their writings contained great exaggerations, yet many of these same authors permit their work to be illustrated with charts which are so arranged as to cause an erroneous interpretation. If authors and editors will inspect their charts as carefully as they revise their written matter, we shall have, in a very short time, a standard of reliability in charts and illustrations just as high as now found in the average printed page." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919) 

"The principles of charting and curve plotting are not at all complex, and it is surprising that many business men dodge the simplest charts as though they involved higher mathematics or contained some sort of black magic. [...] The trouble at present is that there are no standards by which graphic presentations can be prepared in accordance with definite rules so that their interpretation by the reader may be both rapid and accurate. It is certain that there will evolve for methods of graphic presentation a few useful and definite rules which will correspond with the rules of grammar for the spoken and written language." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919) 

"Though graphic presentations are used to a very large extent to-day there are at present no standard rules by which the person preparing a chart may know that he is following good practice. This is unfortunate because it permits everyone making a chart to follow his own sweet will. Many charts are being put out to-day from which it would seem that the person making them had tried deliberately to get up some method as different as possible from any which had ever been used previously." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919) 

"Though variety in method of charting is sometimes desirable in large reports where numerous illustrations must follow each other closely, or in wall exhibits where there must be a great number of charts in rapid sequence, it is better in general to use a variety of effects simply to attract attention, and to present the data themselves according to standard well-known methods." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"When large numbers of curves and charts are used by a corporation, it will be found advantageous to have certain standard abbreviations and symbols on the face of the chart so that information may be given in condensed form as a signal to anyone reading the charts." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"At the present time there is a total lack of standardization in the form of diagram to use for nearly all classes of representation. This makes it difficult to compare reports of different investigators on the same subject because their diagrams are not constructed alike." (William C Marshall, "Graphical methods for schools, colleges, statisticians, engineers and executives", 1921)

"One important aspect of reality is improvisation; as a result of special structure in a set of data, or the finding of a visualization method, we stray from the standard methods for the data type to exploit the structure or the finding." (William S Cleveland, "Visualizing Data", 1993)

"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)

"Making an evidence presentation is a moral act as well as an intellectual activity. 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)

"Creating effective visualizations is hard. Not because a dataset requires an exotic and bespoke visual representation - for many problems, standard statistical charts will suffice. And not because creating a visualization requires coding expertise in an unfamiliar programming language [...]. Rather, creating effective visualizations is difficult because the problems that are best addressed by visualization are often complex and ill-formed. The task of figuring out what attributes of a dataset are important is often conflated with figuring out what type of visualization to use. Picking a chart type to represent specific attributes in a dataset is comparatively easy. Deciding on which data attributes will help answer a question, however, is a complex, poorly defined, and user-driven process that can require several rounds of visualization and exploration to resolve." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"There is often no one 'best' visualization, because it depends on context, what your audience already knows, how numerate or scientifically trained they are, what formats and conventions are regarded as standard in the particular field you’re working in, the medium you can use, and so on. It’s also partly scientific and partly artistic, so you get to express your own design style in it, which is what makes it so fascinating." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

📉Graphical Representation: Success (Just the Quotes)

"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)

"It is common for positive data to be skewed to the right: some values bunch together at the low end of the scale and others trail off to the high end with increasing gaps between the values as they get higher. Such data can cause severe resolution problems on graphs, and the common remedy is to take logarithms. Indeed, it is the frequent success of this remedy that partly accounts for the large use of logarithms in graphical data display." (William S Cleveland, "The Elements of Graphing Data", 1985)

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

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

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

"A chart is a bridge between you and your readers. It reveals your skills at comprehending the source information, at mastering presentation methods and at producing the design. Its success depends a great deal on your readers ' understanding of what you are saying, and how you are saying it. Consider how they will use your chart. Will they want to find out from it more information about the subject? Will they just want a quick impression of the data? Or will they use it as a source for their own analysis? Charts rely upon a visual language which both you and your readers must understand." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)

"Humans may crave absolute certainty; they may aspire to it; they may pretend, as partisans of certain religions do, to have attained it. But the history of science - by far the most successful claim to knowledge accessible to humans - teaches that the most we can hope for is successive improvement in our understanding, learning from our mistakes, an asymptotic approach to the Universe, but with the proviso that absolute certainty will always elude us. We will always be mired in error. The most each generation can hope for is to reduce the error bars a little, and to add to the body of data to which error bars apply." (Carl Sagan, "The Demon-Haunted World: Science as a Candle in the Dark", 1995)

"Information needs representation. The idea that it is possible to communicate information in a 'pure' form is fiction. Successful risk communication requires intuitively clear representations. Playing with representations can help us not only to understand numbers" (describe phenomena) but also to draw conclusions from numbers" (make inferences). There is no single best representation, because what is needed always depends on the minds that are doing the communicating." (Gerd Gigerenzer, "Calculated Risks: How to know when numbers deceive you", 2002)

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

"The key to the success of any visual, beautiful or not, is providing access to information so that the user may gain knowledge. A visual that does not achieve this goal has failed. Because it is the most important factor in determining overall success, the ability to convey information must be the primary driver of the design of a visual." (Noah Iliinsky, "On Beauty", [in "Beautiful Visualization"] 2010)

"Processes take place over time and result in change. However, we’re often constrained to depict processes in static graphics, perhaps even a single image. Luckily, a good static graphic can be just as successful, perhaps even more so, than an animation. Giving the reader the ability to see each 'frame' of time can offer a valuable perspective." (Felice C Frankel & Angela H DePace, "Visual Strategies", 2012)

"With further similarities to small multiples, heatmaps enable us to perform rapid pattern matching to detect the order and hierarchy of different quantitative values across a matrix of categorical combinations. The use of a color scheme with decreasing saturation or increasing lightness helps create the sense of data magnitude ranking." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"By combining the visual and verbal, we set ourselves up for success when it comes to triggering the formation of long-term memories in our audience." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"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)

"One of the main problems with the visual approach to statistical data analysis is that it is too easy to generate too many plots: We can easily become totally overwhelmed by the shear number and variety of graphics that we can generate. In a sense, we have been too successful in our goal of making it easy for the user: Many, many plots can be generated, so many that it becomes impossible to understand our data." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"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)

📉Graphical Representation: Scales (Just the Quotes)

"A more important case is where the divisions are laid off to a logarithmic scale. Paper ready ruled in this way may now be had from dealers in mathematical instruments and is valuable for many purposes. On it many problems which would have to be solved by tediously drawn curves, may be worked with ease by straight lines." (John B Peddle, "The Construction of Graphical Charts", 1910)

"When an alinement chart is intended to cover a considerable range of values we are confronted with the difficulty that it must be large, and therefore awkward to handle, or we must have scale divisions which are too small for accurate reading. These difficulties may be overcome with but little additional trouble by a system of double graduation of the axes." (John B Peddle, "The Construction of Graphical Charts", 1910) 

"For a curve the vertical scale. whenever practicable, should be so selected that the zero line will appear on the diagram. [...] If the zero line of the vertical scale will not normally appear on the curve diagram, the zero line should be shown by the use of a horizontal break in the diagram." (Joint Committee on Standards for Graphic Presentation, "Publications of the American Statistical Association" Vol.14 (112), 1915)

"If only one scale is used, it should be placed at the left-hand side of the chart. In very large charts it is sometimes desirable to repeat the scale at the right-hand side as well. Where two different units of measurement are used in the scales, the units should be carefully named so that there will be no danger of the reader's using the right-hand and the left-hand scales interchangeably as though they represented the same unit." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"It should be a strict rule for all kinds of curve plotting that the horizontal scale must be used. for the independent variable and the vertical scale for the dependent variable. When the curves are plotted by this rule the reader can instantly select a set of conditions from the horizontal scale and read the information from the vertical scale. If there were no rule relating to the arrangement of scales for the independent and dependent variables, the reader would never be able to tell whether he should approach a chart from the vertical scale and read the information from the horizontal scale, or the reverse." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"Sometimes the scales of these accompanying charts are so large that the reader is puzzled to get clearly in his mind what the whole chart is driving at. There is a possibility of making a simple chart on such a large scale that the mere size of the chart adds to its complexity by causing the reader to glance from one side of the chart to the other in trying to get a condensed visualization of the chart." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919) 

"The scales of any curve-chart should be so selected that the chart will not be exaggerated in either the horizontal or the vertical direction. It is possible to cause a visual exaggeration of data by carelessly or intentionally selecting a scale which unduly stretches the chart in either the horizontal or the vertical direction. Just as the English language can be used to exaggerate to the ear, so charts can exaggerate to the eye." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"The zero of the scale should appear on every chart, and should shown by a heavy line carried across the sheet. If this is not done the reader may assume the bottom of the sheet to be zero and so be mis- led. The scale should be graduated from zero to a little over the maximum figure to be plotted on the charts, so that there will be a space between the highest peak on the curve and the top of the chart." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"Under certain conditions, however, the ordinary form of graphic chart is slightly misleading. It will be conceded that its true function is to portray comparative fluctuations. This result is practically secured when the factors or quantities compared are nearly of the same value or volume, but analysis will show that this is not accomplished when the amounts compared differ greatly in value or volume. [...] The same criticism applies to charts which employ or more scales for various curve. If the different scale are in proper proportion, the result is the same as with one scale, but when two or more scales are used which are not proportional an indication may be given with respect to comparative fluctuations which is absolutely false." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"When dealing with very large quantities it is not always practicable to use a scale which starts at zero, and is carried up by even steps to a figure representing the highest peak on the curve. Such a chart would either be too large for convenient handling, or else the scale would have to be condensed so that only very large fluctuations would be indicated on the curve. In a ease of this kind the best practice is to start the at zero, and just above this point draw a wavy line across the sheet to indicate that the scale is broken at this point. This line can be very easily drawn with an ordinary serrated edge ruler as used by many accountants. The scale starts again on the upper side of the wavy line at a figure a little lower than the lowest point on the curve, and is carried up by even steps to a figure a little above the highest point to be shown on the curve." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"With the ordinary scale, fluctuations in large factors are very noticeable, while relatively greater fluctuations in smaller factors are barely apparent. The semi-logarithmic scale permits the graphic representation of changes in every quantity on the same basis, without respect to the magnitude of the quantity itself. At the same time, it shows the actual value by reference to the numbers in the scale column. By indicating both absolute and relative value and changes to one scale, it combines the advantages of both the natural and percentage scale, without the disadvantages of either." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"A further detail of the 100% bar and its labelling, is the scale. This should generally be in hundredths or percents. The data may be entirely in absolute quantities, but nevertheless the scale should show percentages. To prevent the confusion of scale and divisions of the bar, the scale should be outside the bar, and the best practice seems to be to indicate the scale by little notches or short perpendicular lines dropped below the bar, from its lower edge." (Karl G Karsten, "Charts and Graphs", 1925)

"Having prepared your data, you will next decide upon a 'scale’' or ratio of reduction to use in the drawing, that is, what value or distance on the actual floor shall be represented by each space or distance between lines on the paper. It is important to pick a scale which is neither too large nor too small, so that the drawing will be the right size on the sheet." (Karl G Karsten, "Charts and Graphs", 1925)

"In short, the scales on which a curve is drawn can affect very much our impressions of the data by magnifying or minimizing the apparent movements of the curve itself. Of course, this does not mean that the relative height from the base-line of the various points on the curve have been altered. If you have been careful to show the base-line always, the base-line itself will approach nearer to the curve as the vertical scale is reduced and the wiggles are flattened out, and will recede farther from the curve as the vertical scale is enlarged and the wiggles are exaggerated. But it means that the oscillation or fluctuation of the curve will have been made to appear more violent or milder according as either of the scales is changed. And it therefore behooves us to give serious thought to the matter of scales before’ we determine upon them finally for any particular chart. As a matter of fact, we may have to try out several combinations of scales before we find one which gives just the right amount of emphasis to curve fluctuations to suit us." (Karl G Karsten, "Charts and Graphs", 1925)

"When several curves are shown upon the same chart, it is often desirable to use different scales for them. That is, the same horizontal lines may be given two or even more different values for different curves. But even in these cases, it is better to place both scales, once and for all, at the left hand side. The practise of placing one of these scales at the right hand side, and another at the left hand side, has little to recommend it. Theoretically, at least, the left hand end of your chart is normally the y-axis itself, and the scale or scales should logically be attached immediately thereto. In practice this logical position is justified." (Karl G Karsten, "Charts and Graphs", 1925)

"In [...] horizontal bar-charts, showing comparisons between different kinds of things, or between different places, only one numerical scale is required, viz., the scale representing the amounts involved. No other numerical scale is needed, since we are dealing with various categories. While not always the most effective device for exhibiting such comparisons, horizontal bar-charts are simple and convenient." (William L Schaaf, "Mathematics For Everyday Use", 1942)

"Admittedly a chart is primarily a picture, and for presentation purposes should be treated as such; but in most charts it is desirable to be able to read the approximate magnitudes by reference to the scales. Such reference is almost out of the question without some rulings to guide the eye. Second, the picture itself may be misleading without enough rulings to keep the eye 'honest'. Although sight is the most reliable of our senses for measuring (and most other) purposes, the unaided eye is easily deceived; and there are numerous optical illusions to prove it. A third reason, not vital, but still of some importance, is that charts without rulings may appear weak and empty and may lack the structural unity desirable in any illustration." (Kenneth W Haemer, "Hold That Line. A Plea for the Preservation of Chart Scale Ruling", The American Statistician Vol. 1 (1) 1947)

"[….] 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)

"[…] many readers are confused by the presence of two scales, and either use the wrong one or simply disregard both. Also, the general reader has the disconcerting habit of believing that because one curve is higher than another, it is also larger in magnitude. This leads to all sorts of misconceptions." (Kenneth W Haemer, "Double Scales Are Dangerous", The American Statistician Vol. 2 (3) , 1948)

"The ratio chart not only correctly represents relative changes but also indicates absolute amounts at the same time. Because of its distinctive structure, it is referred to as a semilogarithmic chart. The vertical axis is ruled logarithmically and the horizontal axis arithmetically. The continued narrowing of the spacings of the scale divisions on the vertical axis is characteristic of logarithmic rulings; the equal intervals on the horizontal axis are indicative of arithmetic rulings." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"Logging size transforms the original skewed distribution into a more symmetrical one by pulling in the long right tail of the distribution toward the mean. The short left tail is, in addition, stretched. The shift toward symmetrical distribution produced by the log transform is not, of course, merely for convenience. Symmetrical distributions, especially those that resemble the normal distribution, fulfill statistical assumptions that form the basis of statistical significance testing in the regression model." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"Logging skewed variables also helps to reveal the patterns in the data. […] the rescaling of the variables by taking logarithms reduces the nonlinearity in the relationship and removes much of the clutter resulting from the skewed distributions on both variables; in short, the transformation helps clarify the relationship between the two variables. It also […] leads to a theoretically meaningful regression coefficient." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"The logarithmic transformation serves several purposes: (1) The resulting regression coefficients sometimes have a more useful theoretical interpretation compared to a regression based on unlogged variables. (2) Badly skewed distributions - in which many of the observations are clustered together combined with a few outlying values on the scale of measurement - are transformed by taking the logarithm of the measurements so that the clustered values are spread out and the large values pulled in more toward the middle of the distribution. (3) Some of the assumptions underlying the regression model and the associated significance tests are better met when the logarithm of the measured variables is taken." (Edward R Tufte, "Data Analysis for Politics and Policy", 1974)

"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)

"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)

"The time-series plot is the most frequently used form of graphic design. With one dimension marching along to the regular rhythm of seconds, minutes, hours, days, weeks, months, years, centuries, or millennia, the natural ordering of the time scale gives this design a strength and efficiency of interpretation found in no other graphic arrangement." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"[changing scales in mid-axis] is a powerful technique that can make large differences look small and make exponential changes look linear." (Howard Wainer, "How to Display Data Badly", The American Statistician Vol. 38(2), 1984)

"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)

"It is common for positive data to be skewed to the right: some values bunch together at the low end of the scale and others trail off to the high end with increasing gaps between the values as they get higher. Such data can cause severe resolution problems on graphs, and the common remedy is to take logarithms. Indeed, it is the frequent success of this remedy that partly accounts for the large use of logarithms in graphical data display." (William S Cleveland, "The Elements of Graphing Data", 1985)

"When magnitudes are graphed on a logarithmic scale, percents and factors are easier to judge since equal multiplicative factors and percents result in equal distances throughout the entire scale." (William S Cleveland, "The Elements of Graphing Data", 1985)

"When the data are magnitudes, it is helpful to have zero included in the scale so we can see its value relative to the value of the data. But the need for zero is not so compelling that we should allow its inclusion to ruin the resolution of the data on the graph." (William S Cleveland, "The Elements of Graphing Data", 1985)

"The logarithm is one of many transformations that we can apply to univariate measurements. The square root is another. Transformation is a critical tool for visualization or for any other mode of data analysis because it can substantially simplify the structure of a set of data. For example, transformation can remove skewness toward large values, and it can remove monotone increasing spread. And often, it is the logarithm that achieves this removal." (William S Cleveland, "Visualizing Data", 1993)

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

"The more clues to meaning that are supplied elsewhere, the less the need for cluttersome scales." (Eric Meyer, "Designing Infographics", 1997) 

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

"The visual representation of a scale - an axis with ticks - looks like a ladder. Scales are the types of functions we use to map varsets to dimensions. At first glance, it would seem that constructing a scale is simply a matter of selecting a range for our numbers and intervals to mark ticks. There is more involved, however. Scales measure the contents of a frame. They determine how we perceive the size, shape, and location of graphics. Choosing a scale (even a default decimal interval scale) requires us to think about what we are measuring and the meaning of our measurements. Ultimately, that choice determines how we interpret a graphic." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

"Use a logarithmic scale when it is important to understand percent change or multiplicative factors. […] Showing data on a logarithmic scale can cure skewness toward large values." (Naomi B Robbins, "Creating More effective Graphs", 2005) 

"Use a scale break only when necessary. If a break cannot be avoided, use a full scale break. Taking logs can cure the need for a break." (Naomi B Robbins, "Creating More effective Graphs", 2005)

"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)

"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)

"One way a chart can lie is through overemphasis of the size and scale of items, particularly when the dimension of depth isnʼt considered." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"As with dot plots, the scale on line charts has a lot to do with how the message is conveyed. For example, using too large a scale runs the risk that viewers may gloss over a very important story in the data. However, using too small a scale might lead you to overemphasize minor fluctuations. As with dot plots, designers should plot all of the data points so that the line chart takes up two-thirds of the y-axis’s total scale." (Jason Lankow et al, "Infographics: The power of visual storytelling", 2012)

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

"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)

"When using dot plots to show a time series relationship, the scale does not have to start at a zero baseline. For the other relationships they do, however. For a time series relationship, the scale can be truncated if there is a story worth telling in the data that would otherwise be obscured by using a very large scale. However, you should use discretion when attempting to do this; a good rule of thumb is to use a scale in which the range of the dot plots consists of two-thirds of the graph’s total height, in order to display data trends more clearly. Additionally, if your goal is to show a time series relationship with continual data, you can throw a line on it, connecting the points. Essentially, you can use a series of straight lines between the points, which will help guide the reader’s eyes from left to right." (Jason Lankow et al, "Infographics: The power of visual storytelling", 2012)

"Context (information that lends to better understanding the who, what, when, where, and why of your data) can make the data clearer for readers and point them in the right direction. At the least, it can remind you what a graph is about when you come back to it a few months later. […] Context helps readers relate to and understand the data in a visualization better. It provides a sense of scale and strengthens the connection between abstract geometry and colors to the real world." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Unfortunately, setting the scale at zero is the best recipe for creating dull charts, in both senses of the word: boring and with little variation. The solution is not to break the scale, but rather to find a similar message that can be communicated using alternative metrics." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"The use of dual-axis charts is a subtle form of graphical lie through which [...] a spurious relationship is established between variables. Considering that the author of a dual-axis chart tries to harmonize the representation, it’s natural to break some rules: The vertical scale is one of the first victims." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"Whichever scale is used to represent the data, it is important to keep it consistent in data presentations. The principles of clarity, precision, and efficiency are rarely met if the measurement scales change within tables." (John Hoffmann, "Principles of Data Management and Presentation", 2017)

"An important property of a data domain is its scale. The scale determines what relations and operations are possible for the data values in the domain. At the top level, we can differentiate qualitative (or categorical) and quantitative (or numerical) data. At a second level, we can further categorize qualitative data into nominal and ordinal data, and quantitative data into discrete and continuous data." (Christian Tominski & Heidrun Schumann, "Interactive Visual Data Analysis", 2019)

"Many charts lie not because their scales are arithmetic or logarithmic but because the objects that encode the data are themselves truncated or twisted in odd manners." (Alberto Cairo, "How Charts Lie", 2019)

"Often, finding the spatial scale that best matches the task at hand is a trial-and-error procedure. It may even be necessary to create further spatial scales by subsuming or subdividing spatial units. Coarser scales can be derived from the original scale by means of a suitable aggregation strategy. This includes the application of aggregation functions such as average, sum, or count. For the creation of finer scales, a suitable distribution strategy is required to assign data values to the newly specified sub-regions. Usually, additional context information is necessary to arrive at semantically meaningful aggregations and distribution." (Christian Tominski & Heidrun Schumann, "Interactive Visual Data Analysis", 2019)

"Adjusting scale is an important practice in data visualization. While the log transform is versatile, it doesn’t handle all situations where skew or curvature occurs. For example, at times the values are all roughly the same order of magnitude and the log transformation has little impact. Another transformation to consider is the square root transformation, which is often useful for count data." (Sam Lau et al, "Learning Data Science: Data Wrangling, Exploration, Visualization, and Modeling with Python", 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 least accurately 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)

07 December 2011

📉Graphical Representation: Good Graphics (Just the Quotes)

"Any graphic format can be executed well, or poorly, for a particular purpose. This is often a more significant variable than the choice of format." (Macdonald-Ross, 1977)

"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)

"Unlike some art forms. good graphics should be as concrete, geometrical, and representational as possible. A rectangle should be drawn as a rectangle, leaving nothing to the reader's imagination about what you are trying to portray. The various lines and shapes used in a graphic chart should be arranged so that it appears to be balanced. This balance is a result of the placement of shapes and lines in an orderly fashion." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Generally speaking, a good display is one in which the visual impact of its components is matched to their importance in the context of the analysis. Consider the issue of overplotting." (John M Chambers et al, "Graphical Methods for Data Analysis", 1983)

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

"Although arguments can be made that high data density does not imply that a graphic will be good, nor one with low density bad, it does reflect on the efficiency of the transmission of information. Obviously, if we hold clarity and accuracy constant, more information is better than less. One of the great assets of graphical techniques is that they can convey large amounts of information in a small space." (Howard Wainer, "How to Display Data Badly", The American Statistician Vol. 38(2), 1984) 

"The aim of good data graphics is to display data accurately and clearly. Let us use this definition as a starting point for categorizing methods of bad data display. The definition has three parts. These are (a) showing data, (b) showing data accurately, and (c) showing data clearly." (Howard Wainer, "How to Display Data Badly", The American Statistician Vol. 38(2), 1984)

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

"Graphical illustrations should be simple and pleasing to the eye, but the presentation must remain scientific. In other words, we want to avoid those graphical features that are purely decorative while keeping a critical eye open for opportunities to enhance the scientific inference we expect from the reader. A good graphical design should maximize the proportion of the ink used for communicating scientific information in the overall display." (Phillip I Good & James W Hardin, "Common Errors in Statistics (and How to Avoid Them)", 2003)

"Good graphic design is not a panacea for bad copy, poor layout or misleading statistics. If any one of these facets are feebly executed it reflects poorly on the work overall, and this includes bad graphs and charts." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"Tailoring the message to the audience should not be synonymous with accepting its prejudices, routines, and the usual ways of doing things. Many of what we believe to be good data visualization principles are opposite to what is practiced within organizations. When presenting a chart type the audience is unfamiliar with, or when breaking a rule, the author must argue for its advantages. Annotating the chart, showing how to read it, drawing aˆention to key points, and making direct comparisons with alternative representations will help the audience feel safer in their reading and possible adoption of the new chart." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"(1) Good data visualization is trustworthy: Is it reliable? Is the portrayal of the data and the subject faithful? Do the representation and presentation design have integrity? (2) Good data visualization is accessible: Is it usable? Is the portrayal of the data and the subject relevant? Is the representation and presentation design suitably understandable? (3) Good data visualization is elegant: Is it aesthetic? Is the representation and presentation design appealing?" (Andy Kirk, "Data Visualisation: A Handbook for Data Driven Design" 2nd Ed., 2019)

"Visualisation is any technique for creating images, diagrams or animations to communicate a message; techniques used to communicate data or information by encoding it as visual objects, e.g., points, lines or bars contained in graphics. One of the most important benefits of visualisation is that it allows us visual access to huge amounts of data in easily digestible visuals. Well designed data graphics are usually the simplest, and at the same time, the most powerful." (C S V Murthy, "Data and Businesss Analytics", 2020) 

"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: Representation (Just the Quotes)

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

"They [diagrams] are designed not so much to allow of reference to particular numbers, which can be better had from printed tables of figures, as to exhibit to the eye the general results of large masses of figures which it is hopeless to attack in any other way than by graphical representation." (William S Jevons, [letter to Richard Hutton] 1863)

"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)

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

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

"To summarize - with the ordinary arithmetical scale, fluctuations in large factors are very noticeable, while relatively greater fluctuations in smaller factors are barely apparent. The logarithmic scale permits the graphic representation of changes in every quantity without respect to the magnitude of the quantity itself. At the same time, the logarithmic scale shows the actual value by reference to the numbers in the vertical scale. By indicating both absolute and relative values and changes, the logarithmic scale combines the advantages of both the natural and the percentage scale without the disadvantages of either." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"With the ordinary scale, fluctuations in large factors are very noticeable, while relatively greater fluctuations in smaller factors are barely apparent. The semi-logarithmic scale permits the graphic representation of changes in every quantity on the same basis, without respect to the magnitude of the quantity itself. At the same time, it shows the actual value by reference to the numbers in the scale column. By indicating both absolute and relative value and changes to one scale, it combines the advantages of both the natural and percentage scale, without the disadvantages of either." (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)

"At the present time there is a total lack of standardization in the form of diagram to use for nearly all classes of representation. This makes it difficult to compare reports of different investigators on the same subject because their diagrams are not constructed alike." (William C Marshall, "Graphical methods for schools, colleges, statisticians, engineers and executives", 1921)

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

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

"A model is a qualitative or quantitative representation of a process or endeavor that shows the effects of those factors which are significant for the purposes being considered. A model may be pictorial, descriptive, qualitative, or generally approximate in nature; or it may be mathematical and quantitative in nature and reasonably precise. It is important that effective means for modeling be understood such as analog, stochastic, procedural, scheduling, flow chart, schematic, and block diagrams." (Harold Chestnut, "Systems Engineering Tools", 1965)

"To analyse graphic representation precisely, it is helpful to distinguish it from musical, verbal and mathematical notations, all of which are perceived in a linear or temporal sequence. The graphic image also differs from figurative representation essentially polysemic, and from the animated image, governed by the laws of cinematographic time. Within the boundaries of graphics fall the fields of networks, diagrams and maps. The domain of graphic imagery ranges from the depiction of atomic structures to the representation of galaxies and extends into the spheres of topography and cartography." (Jacques Bertin, "Semiology of graphics" ["Semiologie Graphique"], 1967)

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

"Probably one of the most common misuses" (intentional or otherwise) of a graph is the choice of the wrong scale - wrong, that is, from the standpoint of accurate representation of the facts. Even though not deliberate, selection of a scale that magnifies or reduces - even distorts - the appearance of a curve can mislead the viewer." (Peter H Selby, "Interpreting Graphs and Tables", 1976)

"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)

"Unlike some art forms. good graphics should be as concrete, geometrical, and representational as possible. A rectangle should be drawn as a rectangle, leaving nothing to the reader's imagination about what you are trying to portray. The various lines and shapes used in a graphic chart should be arranged so that it appears to be balanced. This balance is a result of the placement of shapes and lines in an orderly fashion." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"The representation of numbers, as physically measured on the surface of the graphic itself, should be directly proportional to the numerical quantities represented." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"The representational nature of maps, however, is often ignored - what we see when looking at a map is not the word, but an abstract representation that we find convenient to use in place of the world. When we build these abstract representations we are not revealing knowledge as much as are creating it." (Alan MacEachren, "How Maps Work: Representation, Visualization, and Design", 1995)

"Understanding how maps work and why maps work" (or do not work) as representations in their own right and as prompts to further representations, and what it means for a map to work, are critical issues as we embark on a visual information age." (Alan MacEachren, "How Maps Work: Representation, Visualization, and Design", 1995)

"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)

"A good way to evaluate a model is to look at a visual representation of it. After all, what is easier to understand - a table full of mathematical relationships or a graphic displaying a decision tree with all of its splits and branches?" (Seth Paul et al. "Preparing and Mining Data with Microsoft SQL Server 2000 and Analysis", 2002)

"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)

"Information needs representation. The idea that it is possible to communicate information in a 'pure' form is fiction. Successful risk communication requires intuitively clear representations. Playing with representations can help us not only to understand numbers" (describe phenomena) but also to draw conclusions from numbers" (make inferences). There is no single best representation, because what is needed always depends on the minds that are doing the communicating." (Gerd Gigerenzer, "Calculated Risks: How to know when numbers deceive you", 2002)

"Why does representing information in terms of natural frequencies rather than probabilities or percentages foster insight? For two reasons. First, computational simplicity: The representation does part of the computation. And second, evolutionary and developmental primacy: Our minds are adapted to natural frequencies." (Gerd Gigerenzer, "Calculated Risks: How to know when numbers deceive you", 2002)

"A road plan can show the exact location, elevation, and dimensions of any part of the structure. The map corresponds to the structure, but it's not the same as the structure. Software, on the other hand, is just a codification of the behaviors that the programmers and users want to take place. The map is the same as the structure. […] This means that software can only be described accurately at the level of individual instructions. […] A map or a blueprint for a piece of software must greatly simplify the representation in order to be comprehensible. But by doing so, it becomes inaccurate and ultimately incorrect. This is an important realization: any architecture, design, or diagram we create for software is essentially inadequate. If we represent every detail, then we're merely duplicating the software in another form, and we're wasting our time and effort." (George Stepanek, "Software Project Secrets: Why Software Projects Fail", 2005)

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

"The visual representation of a scale - an axis with ticks - looks like a ladder. Scales are the types of functions we use to map varsets to dimensions. At first glance, it would seem that constructing a scale is simply a matter of selecting a range for our numbers and intervals to mark ticks. There is more involved, however. Scales measure the contents of a frame. They determine how we perceive the size, shape, and location of graphics. Choosing a scale" (even a default decimal interval scale) requires us to think about what we are measuring and the meaning of our measurements. Ultimately, that choice determines how we interpret a graphic." (Leland Wilkinson, "The Grammar of Graphics" 2nd Ed., 2005)

"A diagram is a graphic shorthand. Though it is an ideogram, it is not necessarily an abstraction. It is a representation of something in that it is not the thing itself. In this sense, it cannot help but be embodied. It can never be free of value or meaning, even when it attempts to express relationships of formation and their processes. At the same time, a diagram is neither a structure nor an abstraction of structure." (Peter Eisenman, "Written Into the Void: Selected Writings", 1990-2004, 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)

"Heatmaps are two-dimensional graphical representations of data where the values of a variable are shown as colors. Heatmaps are compelling for two reasons. First, the intuitive nature of the color scale as it relates to temperature minimizes the amount of learning necessary to understand it. From experience, we know that yellow is warmer than green, orange is warmer than yellow, and red is hot. It is not difficult to then figure out that the amount of heat is proportional to the level of the represented variable. Second, heatmaps show the data directly over the stimulus. Because the data could not be any closer to the elements to which they pertain, little mental effort is required to read a heatmap." (Agnieszka Bojkon, "Informative or Misleading? Heatmaps Deconstructed", [in "Human-Computer Interaction: New Trends, 13th International Conference"] 2009)

"Data art is characterized by a lack of structured narrative and absence of any visual analysis capability. Instead, the motivation is much more about creating an artifact, an aesthetic representation or perhaps a technical/technique demonstration. At the extreme end, a design may be more guided by the idea of fun or playfulness or maybe the creation of ornamentation." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"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)

"Creating effective visualizations is hard. Not because a dataset requires an exotic and bespoke visual representation - for many problems, standard statistical charts will suffice. And not because creating a visualization requires coding expertise in an unfamiliar programming language [...]. Rather, creating effective visualizations is difficult because the problems that are best addressed by visualization are often complex and ill-formed. The task of figuring out what attributes of a dataset are important is often conflated with figuring out what type of visualization to use. Picking a chart type to represent specific attributes in a dataset is comparatively easy. Deciding on which data attributes will help answer a question, however, is a complex, poorly defined, and user-driven process that can require several rounds of visualization and exploration to resolve." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)

"The main differences between Bayesian networks and causal diagrams lie in how they are constructed and the uses to which they are put. A Bayesian network is literally nothing more than a compact representation of a huge probability table. The arrows mean only that the probabilities of child nodes are related to the values of parent nodes by a certain formula" (the conditional probability tables) and that this relation is sufficient. That is, knowing additional ancestors of the child will not change the formula. Likewise, a missing arrow between any two nodes means that they are independent, once we know the values of their parents. [...] If, however, the same diagram has been constructed as a causal diagram, then both the thinking that goes into the construction and the interpretation of the final diagram change." (Judea Pearl & Dana Mackenzie, "The Book of Why: The new science of cause and effect", 2018)

"Information visualization displays meet the definition of an art form in that there is an intended message to be communicated, and the principles of graphic design are applied as they are in other information graphics. Unlike other forms of representational art, InfoVis is a representational art of 'information' as an abstract phenomenon, with the goal of engaging the viewer with forms of interactivity that are not possible with a painting." (Gerald Benoît,"Introduction to Information Visualization: Transforming Data into Meaningful Information", 2019)

"Knowing what graphic representation to apply is partially a function of the data themselves and partially from the designer’s understanding of the target audience viewing the graphic. The Internet and publications have many recommended charting types." (Gerald Benoît,"Introduction to Information Visualization: Transforming Data into Meaningful Information", 2019)

"When it comes to presenting categorical data, pie charts allow an impression of the size of each category relative to the whole pie, but are often visually confusing, especially if they attempt to show too many categories in the same chart, or use a three-dimensional representation that distorts areas. [...] Multiple pie charts are generally not a good idea, as comparisons are hampered by the difficulty in assessing the relative sizes of areas of different shapes. Comparisons are better based on height or length alone in a bar chart." (David Spiegelhalter, "The Art of Statistics: Learning from Data", 2019)

"Heatmap is another representational way in which the frequencies of the various parameters of the data set is represented in different colors, much like an image captured by a thermal imaging camera in which the graph consists of varying temperatures and the temperatures are differentiated according to the colors." (Shreyans Pathak & Shashwat Pathak, "Data Visualization Techniques, Model and Taxonomy", 2020)

"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)

"When dealing with meaningful visual representation, aspects of a representation's meaning can be altered by modifying its visual characteristics; these characteristics are extensively explored in semiotics, the study of signs and symbols and their use or interpretation." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

06 December 2011

📉Graphical Representation: Trellis (Just the Quotes)

"In general, Trellis displays consist of one or more panels, arranged in a regular grid-like structure of columns, rows, and pages. Simple displays are usually easy to create; multi-panel displays take little more effort. A wide range of graphs can be drawn inside each panel, although all panels in a particular Trellis display must be alike. Each panel displays a subset of the data, determined by the values of the given variables." (Richard A Becker et al, "A Tour of Trellis Graphics", 1996)

"Trellis displays are plots which contain one or more panels, arranged in a regular grid-like structure (a trellis). Each panel graphs a subset of the data. All panels in a Trellis display contain the same type of graph but these graphs are general enough to encompass a wide variety of 2-D and 3-D displays: histogram, scatter plot, dot plot, contour plot, wireframe, 3-D point cloud and more. The data subsets are chosen in a regular manner, conditioning on continuous or discrete variables in the data, thus providing a coordinated series of views of high-dimensional data." (Richard A Becker et al, "A Tour of Trellis Graphics", 1996)

"Trellis display is a framework for the visualization of data. Its most prominent aspect is an overall visual design, reminiscent of a garden trelliswork, in which panels are laid out into rows, columns, and pages. On each panel of the trellis, a subset of the data is graphed by a display method such as a scatterplot, curve plot, boxplot, 3-D wireframe, normal quantile plot, or dot plot. Each panel shows the relationship of certain variables conditional on the values of other variables. A number of display methods employed in the visual design of Trellis display enable it to succeed in uncovering the structure of data even when the structure is quite complicated." (Richard A Becker et al, "The Visual Design and Control of Trellis Display", Journal of Computational and Graphical Statistics Vol. 5 (2), 1996)

"The salient visual aspect of Trellis display is a three-way rectangular array of panels with columns, rows, and pages. [...] Each panel of a trellis display shows a subset of the values of panel variables; these values are formed by conditioning on the values of conditioning variables." (Richard A Becker et al, "The Visual Design and Control of Trellis Display", Journal of Computational and Graphical Statistics Vol. 5 (2), 1996)

"Shingling is the process of dividing a continuous variable into - possibly overlapping - intervals in order to convert a continuous variable into a discrete variable. Shingling is quite different from conditioning on categorical variables. Overlapping shingles/intervals lead to multiple representation of data within a trellis display, which is not the case for categorical variables. Furthermore, it is challenging to judge which intervals/cases have been chosen to build a shingle. Trellis displays represent the shingle interval visually by an interval of the strip label. Although no plotting space is wasted, the information on the intervals is difficult to read from the strip label. Despite these drawbacks, there is a valid motivation for shingling […]." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Trellis displays introduce the concept of shingling. Shingling is the process of dividing a continuous variable into - possibly overlapping - intervals in order to convert a continuous variable into a discrete variable. Shingling is quite different from conditioning on categorical variables. Overlapping shingles/intervals lead to multiple representation of data within a trellis display, which is not the case for categorical variables. Furthermore, it is challenging to judge which intervals/cases have been chosen to build a shingle. Trellis displays represent the shingle interval visually by an interval of the strip label. Although no plotting space is wasted, the information on the intervals is difficult to read from the strip label. Despite these drawbacks, there is a valid motivation for shingling [...]" (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Trellis displays use a lattice-like arrangement to place plots onto so-called panels. Each plot in a trellis display is conditioned upon at least one other variable. The same scales are used in all the panel plots in order to make them comparable across rows and columns. […] Trellis displays are an ideal tool to compare models for different subsets." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"The trellis plot allows examination of heterogeneity within databases by holding method constant and looking down each column. The plot also allows for side-by-side comparison of different methods, which enables examination of how methods vary both in point estimate and standard error. The trellis forest plot provides a multidimensional approach to sensitivity analysis that should allow more comprehensive examination of heterogeneity, a more robust assessment of key factors influencing an observation, and better context for drawing inferences when interpreting effect estimates. (Patrick Ryan, "Using Exploratory Visualization in the Analysis of Medical Product Safety in Observational Healthcare Data" [in "A Picture is Worth a Thousand Tables: Graphics in Life Sciences", Andreas Krause & Michael O’Connell], 2012)

"One problem for visualizing multiple views is that of laying out the plots. Indeed, there are some plots, such as scatterplot matrixes and trellis displays, that are formed just by arranging simpler plots according to certain rules. Scatterplot matrices, for example, arrange scatterplots side by side so that each variable in a dataset is graphed against the other variables, with the graphs being displayed as a row or a column of the matrix. This lets the user rapidly inspect all of the bivariate relationships among the variables, permitting the detection of outliers, nonlinearities, and other features of the data." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"A trellis is a graph whose nodes are ordered into vertical slices (time) with every node at almost every time connected to at least one node at an earlier and at least one node at a later time. The earliest and latest times in the trellis have only one node (hence the 'almost in the preceding sentence)." (Wikipedia) [link]

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)

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