11 December 2011

📉Graphical Representation: (Mis-)Interpretation (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) 

"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) 

"The use of two or more amount scales for comparisons of series in which the units are unlike and, therefore, not comparable [...] generally results in an ineffective and confusing presentation which is difficult to understand and to interpret. Comparisons of this nature can be much more clearly shown by reducing the components to a comparable basis as percentages or index numbers." (Rufus R Lutz, "Graphic Presentation Simplified", 1949)

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

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

"The 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)

"The frequency of labelled scale calibrations on the axes of a graph can significantly affect the accuracy with which it is interpreted. As little interpolation as possible should be required of the user, in order to minimise errors. If single units cannot be marked, it has been suggested that multiples of 2,5 or 10 should be used." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

"Although in most cases the actual value designated by a bar is determined by the location of the end of the bar, many people associate the length or area of the bar with its value. As long as the scale is linear, starts at zero, is continuous, and the bars are the same width, this presents no problem. When any of these conditions are changed, the potential exists that the graph will be misinterpreted." (Robert L Harris, "Information Graphics: A Comprehensive Illustrated Reference", 1996)

"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)

"Statistics is a tool. In experimental science you plan and carry out experiments, and then analyse and interpret the results. To do this you use statistical arguments and calculations. Like any other tool - an oscilloscope, for example, or a spectrometer, or even a humble spanner - you can use it delicately or clumsily, skillfully or ineptly. The more you know about it and understand how it works, the better you will be able to use it and the more useful it will be." (Roger J Barlow, "Statistics: A guide to the use of statistical methods in the physical sciences", 1989)

"Graphic misrepresentation is a frequent misuse in presentations to the nonprofessional. The granddaddy of all graphical offenses is to omit the zero on the vertical axis. As a consequence, the chart is often interpreted as if its bottom axis were zero, even though it may be far removed. This can lead to attention-getting headlines about 'a soar' or 'a dramatic rise (or fall)'. A modest, and possibly insignificant, change is amplified into a disastrous or inspirational trend." (Herbert F Spirer et al, "Misused Statistics" 2nd Ed, 1998)

"Not all statistics start out bad, but any statistic can be made worse. Numbers - even good numbers - can be misunderstood or misinterpreted. Their meanings can be stretched, twisted, distorted, or mangled. These alterations create what we can call mutant statistics - distorted versions of the original figures." (Joel Best, "Damned Lies and Statistics: Untangling Numbers from the Media, Politicians, and Activists", 2001)

"The acquisition of information is a flow from noise to order - a process converting entropy to redundancy. During this process, the amount of information decreases but is compensated by constant re-coding. In the recoding the amount of information per unit increases by means of a new symbol which represents the total amount of the old. The maturing thus implies information condensation. Simultaneously, the redundance decreases, which render the information more difficult to interpret." (Lars Skyttner, "General Systems Theory: Ideas and Applications", 2001)

"Every statistical analysis is an interpretation of the data, and missingness affects the interpretation. The challenge is that when the reasons for the missingness cannot be determined there is basically no way to make appropriate statistical adjustments. Sensitivity analyses are designed to model and explore a reasonable range of explanations in order to assess the robustness of the results." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"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)

"Data often arrive in raw form, as long lists of numbers. In this case your job is to summarize the data in a way that captures its essence and conveys its meaning. This can be done numerically, with measures such as the average and standard deviation, or graphically. At other times you find data already in summarized form; in this case you must understand what the summary is telling, and what it is not telling, and then interpret the information for your readers or viewers." (Charles Livingston & Paul Voakes, "Working with Numbers and Statistics: A handbook for journalists", 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)

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

"Generally pie charts are to be avoided, as they can be difficult to interpret particularly when the number of categories is greater than five. Small proportions can be very hard to discern […] In addition, unless the percentages in each of the individual categories are given as numbers it can be much more difficult to estimate them from a pie chart than from a bar chart […]." (Jenny Freeman et al, "How to Display Data", 2008)

"What you design is never exactly what your audience ends up interpreting, so reducing the chances for misinterpretation becomes crucial." (Alberto Cairo, "The Functional Art", 2011)

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

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

"The big problems with statistics, say its best practitioners, have little to do with computations and formulas. They have to do with judgment - how to design a study, how to conduct it, then how to analyze and interpret the results. Journalists reporting on statistics have many chances to do harm by shaky reporting, and so are also called on to make sophisticated judgments. How, then, can we tell which studies seem credible, which we should report?" (Victor Cohn & Lewis Cope, "News & Numbers: A writer’s guide to statistics" 3rd Ed, 2012)

"The universal intelligibility of a pictogram is inversely proportional to its complexity and potential for interpretive ambiguity." (Joel Katz, "Designing Information: Human factors and common sense in information design", 2012)

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

"Charts are always an interpretation of data, in the same way that a photo is an interpretation of reality, no matter how objective it may seem. This should be not only recognized but encouraged within an ethical framework that seeks to identify its own subjectivity and minimize its influence on choices. There can be no contradiction between 'what I want to say' and 'what the data say'. This difference is often difficult to detect, especially when the subject’s message is fully determined by his beliefs, ideological position, and activism." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

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

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

"The tricky part is that there aren’t really any hard- and- fast rules when it comes to identifying outliers. Some economists say an outlier is anything that’s a certain distance away from the mean, but in practice it’s fairly subjective and open to interpretation. That’s why statisticians spend so much time looking at data on a case-by-case basis to determine what is - and isn’t - an outlier." (John H Johnson & Mike Gluck, "Everydata: The misinformation hidden in the little data you consume every day", 2016)

"This idea of looking for answers is related to confirmation bias, which is the tendency to interpret data in a way that reinforces your preconceptions. With confirmation bias, you aren’t just looking for an answer - you’re looking for a specific answer." (John H Johnson & Mike Gluck, "Everydata: The misinformation hidden in the little data you consume every day", 2016)

"A common misconception is that data scientists don’t need visualizations. This attitude is not only inaccurate: it is very dangerous. Most machine learning algorithms are not inherently visual, but it is very easy to misinterpret their outputs if you look only at the numbers; there is no substitute for the human eye when it comes to making intuitive sense of things." (Field Cady, "The Data Science Handbook", 2017)

"Most of us have difficulty figuring probabilities and statistics in our heads and detecting subtle patterns in complex tables of numbers. We prefer vivid pictures, images, and stories. When making decisions, we tend to overweight such images and stories, compared to statistical information. We also tend to misunderstand or misinterpret graphics." (Daniel J Levitin, "Weaponized Lies", 2017)

"Statistics, because they are numbers, appear to us to be cold, hard facts. It seems that they represent facts given to us by nature and it’s just a matter of finding them. But it’s important to remember that people gather statistics. People choose what to count, how to go about counting, which of the resulting numbers they will share with us, and which words they will use to describe and interpret those numbers. Statistics are not facts. They are interpretations. And your interpretation may be just as good as, or better than, that of the person reporting them to you." (Daniel J Levitin, "Weaponized Lies", 2017)

"The most accurate but least interpretable form of data presentation is to make a table, showing every single value. But it is difficult or impossible for most people to detect patterns and trends in such data, and so we rely on graphs and charts. Graphs come in two broad types: Either they represent every data point visually (as in a scatter plot) or they implement a form of data reduction in which we summarize the data, looking, for example, only at means or medians." (Daniel J Levitin, "Weaponized Lies", 2017)

"As a first principle, any visualization should convey its information quickly and easily, and with minimal scope for misunderstanding. Unnecessary visual clutter makes more work for the reader’s brain to do, slows down the understanding (at which point they may give up) and may even allow some incorrect interpretations to creep in." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"Even though data is being thrust on more people, it doesn’t mean everyone is prepared to consume and use it effectively. As our dependence on data for guidance and insights increases, the need for greater data literacy also grows. If literacy is defined as the ability to read and write, data literacy can be defined as the ability to understand and communicate data. Today’s advanced data tools can offer unparalleled insights, but they require capable operators who can understand and interpret data." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

📉Graphical Representation: Heatmaps (Just the Quotes)

"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)

"Heat maps offer a good way to systematically identify risks, but from our point of view they have one problem - they focus on risk reduction, not risk leverage. [...] The point of the inverse heat map is to highlight opportunities that might be discarded out-of-hand because they are a gamble. If something is very unlikely (the left-hand side of the heat map), it is not worth pursuing, but opportunities that are somewhat unlikely but would have a high payoff are attractive (top right portion of the heat map)." (John W Boudreau et al, "Transformative HR: How Great Companies Use Evidence-Based Change for Sustainable Advantage", 2011)

"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)

"Heat mapping is essentially using conditional formatting, often color, to focus a reader’s attention on specific data points. Evaluators can use different colors to highlight whether output measures were met and different gradients of a single color to provide a sense of range." (Christopher Lysy, "Developments in Quantitative Data Display and Their Implications for Evaluation", 2013)

"The advantage of the calendar heat map over the line chart is that, along with seeing cycles as you scan top to bottom, it’s easy to see specific days in rows and columns, so it’s easier to reference what day of the year each value is for." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"The idiom of heatmaps is one of the simplest uses of the matrix alignment: each cell is fully occupied by an area mark encoding a single quantitative value attribute with color. […] The benefit of heatmaps is that visually encoding quantitative data with color using small area marks is very compact, so they are good for providing overviews with high information density. " (Tamara Munzner, "Visualization Analysis and Design", 2014)

"[...] a color-mapping visualization is effective if, by looking at the generated colors, we can easily and accurately make statements about the original scalar dataset that was color mapped." (Alexandru Telea, "Data Visualization: Principles and Practice" 2nd Ed., 2015)

"Compared to the rainbow colormap, the heat map uses a smaller set of hues, but adds luminance as a way to order colors in an intuitive manner. Compared to the two-hue colormap, the heat map uses more hues, thus allowing one to discriminate between more data values." (Alexandru Telea, "Data Visualization: Principles and Practice" 2nd Ed., 2015)

"Heat maps are effective visualizations for seeing concentrations as well as patterns. Adding time series to a heat map can also reveal seasonality that may not be obvious otherwise." (Andy Kriebel & Eva Murray, "#MakeoverMonday: Improving How We Visualize and Analyze Data, One Chart at a Time", 2018)

"A heatmap is a visualization where values contained in a matrix are represented as colors or color saturation. Heatmaps are great for visualizing multivariate data (data in which analysis is based on more than two variables per observation), where categorical variables are placed in the rows and columns and a numerical or categorical variable is represented as colors or color saturation." (Mario Döbler & Tim Großmann, "The Data Visualization Workshop", 2nd Ed., 2020)

"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)

📉Graphical Representation: Art (Just the Quotes)

"The one thing that marks the true artist is a clear perception and a firm, bold hand, in distinction from that imperfect mental vision and uncertain truth which give up the feeble pictures and the lumpy statues of the mere artisans on canvas or in stone." (Oliver W Holmes, "The Professor at the Breakfast Table Ticknor and Fields", 1860)

"The graphic art depicts magnitudes to the eye. It does more. It compels the seeing of relations. We may portray by simple graphic methods whole masses of intricate routine, the organization of an enterprise, or the plan of a campaign. Graphs serve as storm signals for the manager, statesman, engineer; as potent narratives for the actuary, statist, naturalist; and as forceful engines of research for science, technology and industry. They display results. They disclose new facts and laws. They reveal discoveries as the bud unfolds the flower."  (Henry D Hubbard [foreword to Willard C Brinton, "Graphic Presentation", 1939)]) 

"Graphic presentation is a functional form of art as much as modern painting or architectural design. The painter studies his subject to determine what colors and style and design will best express his ideas. The same kind of imagination is exercised by the graphic artist and analyst.  In addition, the graphic analyst has some of the same problems as the architect. The modern architect studies the family, its hobbies, interests, ambitions, and financial status, among other things, before he designs the new home. The graphic analyst should make just as thorough a study of the characteristics of the data and file uses for which it is intended before he designs his project. In the same way that the architect must know his materials and how they can best be used both in traditional ways and in new ways of his own devising, so must the graphic analyst be familiar with materials and techniques." (Mary E Spear, "Charting Statistics", 1952)

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

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

"The preparation of well-designed graphics is both an art and a skill. There are many different ways to go about the task, and readers are urged to develop their own approaches. Graphics can be creative and fun. At the same time, they require a degree of orderly and systematic work." (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)

"Graphical competence demands three quite different skills: the substantive, statistical, and artistic. Yet now most graphical work, particularly at news publications, is under the direction of but a single expertise-the artistic. Allowing artist-illustrators to control the design and content of statistical graphics is almost like allowing typographers to control the content, style, and editing of prose. Substantive and quantitative expertise must also participate in the design of data graphics, at least if statistical integrity and graphical sophistication are to be achieved." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Model building is the art of selecting those aspects of a process that are relevant to the question being asked. As with any art, this selection is guided by taste, elegance, and metaphor; it is a matter of induction, rather than deduction. High science depends on this art." (John H Holland, "Hidden Order: How Adaptation Builds Complexity", 1995)

"Visualization for large data is an oxymoron - the art is to reduce size before one visualizes. The contradiction (and challenge) is that we may need to visualize first in order to find out how to reduce size." (Peter Huber, "Massive datasets workshop: Four years after", Journal of Computational and Graphical Statistics Vol. 8(3), 1999)

"Models need to be judged by what they eliminate as much as by what they include - like stone carving, the art is in removing what you do not need." (John H Miller & Scott E Page, "Complex Adaptive Systems: An Introduction to Computational Models of Social Life", 2007)

"But to a ballet dancer, the art is in getting all the body parts to do those things in sync with a musical score to tell a wordless story of emotion entirely through change in position over time. In data visualization, as in physics and ballet, motion is a manifestation of the relation between time and space, and so the recording and display of motion added time as a fourth dimension to the abstract world of data." (Michael Friendly. "Milestones in the history of thematic cartography, statistical graphics, and data visualization", 2008) 

"Visual displays of empirical information are too often thought to be just compact summaries that, at their best, can clarify a muddled situation. This is partially true, as far as it goes, but it omits the magic. […] sometimes, albeit too rarely, the combination of critical questions addressed by important data and illuminated by evocative displays can achieve a transcendent, and often wholly unexpected, result. At their best, visualizations can communicate emotions and feelings in addition to cold, hard facts."  (Michael Friendly. "Milestones in the history of thematic cartography, statistical graphics, and data visualization", 2008) 

"The fact that an information graphic is designed to help us complete certain intellectual tasks is what distinguishes it from fine art." (Alberto Cairo, "The Functional Art", 2011)

"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)

"The art side of the field [data visualization] refers to the scope for unleashing design flair and encouraging innovation, where you strive to design communications that appeal on an aesthetic level and then survive in the mind on an emotional one." (Andy Kirk, "Data Visualization: A successful design process", 2012)

"[...] data visualization [is] a tool that, by applying perceptual mechanisms to the visual representation of abstract quantitative data, facilitates the search for relevant shapes, order, or exceptions. [...]  We must think of data visualization as a generic field where several (combinations of) perspectives, processes, technologies, and objectives (not forgetting the subjective component of personal style) can coexist. In this sense, data art, infographics, and business visualization are branches of data visualization." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"Selecting the right measure and measuring things right are both art and science. And KPIs influence management behavior as well as business culture." (Pearl Zhu, "CIO Master: Unleash the Digital Potential of It", 2016)

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

"Data visualization is part art and part science. The challenge is to get the art right without getting the science wrong and vice versa." (Claus O Wilke, "Fundamentals of Data Visualization", 2019)

"Data visualization is a mix of science and art. Sometimes we want to be closer to the science side of the spectrum - in other words, use visualizations that allow readers to more accurately perceive the absolute values of data and make comparisons. Other times we may want to be closer to the art side of the spectrum and create visuals that engage and excite the reader, even if they do not permit the most accurate comparisons." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

10 December 2011

📉Graphical Representation: Indexes (Just the Quotes)

"To a very striking degree our culture has become a Statistical culture. Even a person who may never have heard of an index number is affected [...] by [...] of those index numbers which describe the cost of living. It is impossible to understand Psychology, Sociology, Economics, Finance or a Physical Science without some general idea of the meaning of an average, of variation, of concomitance, of sampling, of how to interpret charts and tables." (Carrol D Wright, 1887)

"It had appeared from observation, and it was fully confirmed by this theory, that such a thing existed as an 'Index of Correlation', that is to say, a fraction, now commonly written T, that connects with close approximation every value of the deviation on the part of the subject, with the average of all the associated deviations of the Relative [...]" (Francis Galton, "Memories of My Life", 1908)

"In any chart where index numbers are used the greatest care should be taken to select as unity a set of conditions thoroughly typical and representative. It is frequently best to take as unity the average of a series of years immediately preceding the years for which a study is to be made. The series of years averaged to represent unity should, if possible, be so selected that they will include one full cycle or wave of fluctuation. If one complete cycle involves too many years, the years selected as unity should be taken in equal number on either side of a year which represents most nearly the normal condition." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"[…] statistical literacy. That is, the ability to read diagrams and maps; a 'consumer' understanding of common statistical terms, as average, percent, dispersion, correlation, and index number."  (Douglas Scates, "Statistics: The Mathematics for Social Problems", 1943)

"The use of two or more amount scales for comparisons of series in which the units are unlike and, therefore, not comparable [...] generally results in an ineffective and confusing presentation which is difficult to understand and to interpret. Comparisons of this nature can be much more clearly shown by reducing the components to a comparable basis as percentages or index numbers." (Rufus R Lutz, "Graphic Presentation Simplified", 1949)

"It is really questionable - though bordering on heresy to put the question - whether we would be any the worse off if the whole bag of tricks were scrapped. So many of these index numbers are so ancient and so out of date, so out of touch with reality, so completely devoid of practical value when they have been computed, that their regular calculation must be regarded as a widespread compulsion neurosis. Only lunatics and public servants with no other choice go on doing silly things and liking it." (Michael J Moroney, "Facts from Figures", 1951)

"The economists, of course, have great fun - and show remarkable skill - in inventing more refined index numbers. Sometimes they use geometric averages instead of arithmetic averages (the advantage here being that the geometric average is less upset by extreme oscillations in individual items), sometimes they use the harmonic average. But these are all refinements of the basic idea of the index number [...]" (Michael J Moroney, "Facts from Figures", 1951)

"Index numbers are today one of the most widely used statistical devices…They are used to take the pulse of the economy and they have come to be used as indicators of inflationary or deflationary tendencies." (George Simpson & Fritz Kafka, "Basic Statistics", 1952)

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

"Every economic and social situation or problem is now described in statistical terms, and we feel that it is such statistics which give us the real basis of fact for understanding and analysing problems and difficulties, and for suggesting remedies. In the main we use such statistics or figures without any elaborate theoretical analysis; little beyond totals, simple averages and perhaps index numbers. Figures have become the language in which we describe our economy or particular parts of it, and the language in which we argue about policy." (Ely Devons, "Essays in Economics", 1961)

"The fact that index numbers attempt to measure changes of items gives rise to some knotty problems. The dispersion of a group of products increases with the passage of time, principally because some items have a long-run tendency to fall while others tend to rise. Basic changes in the demand is fundamentally responsible. The averages become less and less representative as the distance from the period increases." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"Index number is a statistical device for indicating the relative movements of the data where measurement of actual movements is difficult or incapable of being made." (Harold J Wheldon, "Business Statistics and Statistical Methods", 1968)

"The numerous design possibilities include several varieties of line graphs that are geared to particular types of problems. The design of a graph should be adapted to the type of data being structured. The data might be percentages, index numbers, frequency distributions, probability distributions, rates of change, numbers of dollars, and so on. Consequently, the designer must be prepared to structure his graph accordingly." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"A statistical index has all the potential pitfalls of any descriptive statistic - plus the distortions introduced by combining multiple indicators into a single number. By definition, any index is going to be sensitive to how it is constructed; it will be affected both by what measures go into the index and by how each of those measures is weighted." (Charles Wheelan, "Naked Statistics: Stripping the Dread from the Data", 2012)

"Once these different measures of performance are consolidated into a single number, that statistic can be used to make comparisons […] The advantage of any index is that it consolidates lots of complex information into a single number. We can then rank things that otherwise defy simple comparison […] Any index is highly sensitive to the descriptive statistics that are cobbled together to build it, and to the weight given to each of those components. As a result, indices range from useful but imperfect tools to complete charades." (Charles Wheelan, "Naked Statistics: Stripping the Dread from the Data", 2012)

"Index number shows by its variations the changes in a magnitude which is not susceptible either of accurate measurement in itself or of direct valuation in practice." (Francis Y Edgeworth)

"The formula for calculating an index number should be such that it gives the same ratio between one point of comparison and the other, no matter which of the two is taken as the base or putting it another way, the index number reckoned forward should be reciprocal of the one reckoned backward." (Irving Fisher)

📉Graphical Representation: Flow Charts (Just the Quotes)

"Although flow charts are not used to portray or interpret statistical data, they possess definite utility for certain kinds of research and administrative problems. With a well-designed flow chart it is possible to present a large number of facts and relationships simply, clearly, and accurately, without resorting to extensive or involved verbal description." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"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)

"There are several classes of flowcharts used in recording study data in the Workbook. The purpose of any chart; of course, is to clarify and to make the information more understandable. One of these types of charts is a Process Flow Chart. It concerns itself with the flow of physical materials, including documents, through a system, especially in terms of distance and time. It is most useful in analyzing some of the cost and benefit factors for existing and proposed systems. System flowcharts [...] have been called the analyst's 'shorthand'. They can be forms-oriented or task-oriented. These flowcharts are not only the primary way of recording data pertinent to the current system, but are used for developing and displaying the new system as well. Later, in the implementation phase, program flowcharts, a fundamental tool of programming, would be developed." (Robert D Carlsen, "The Systems Analysis Workbook: A complete guide to project implementation and control", 1973)

"Flow charts show the decision structure of a program, which is only one aspect of its structure. They show decision structure rather elegantly when the flow chart is on one page, but the overview breaks down badly when one has multiple pages, sewed together with numbered exits and connectors." (Fred P Brooks, "The Mythical Man-Month: Essays", 1975)

"The flow chart is a most thoroughly oversold piece of program documentation. Many programs don't need flow charts at all; few programs need more than a one-page flow chart. [...] In fact, flow charting is more preached than practiced." (Fred P Brooks, "The Mythical Man-Month: Essays", 1975)

"A flow chart is a graphic method to show pictorially how a series of activities, procedures. operations. events. ideas, or other factors are related to each other. It shows the sequence, cycle. or flow of these factors and how they are connected in a series of steps from beginning to end." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

"Automation is certainly one way to improve the leverage of all types of work. Having machines to help them, human beings can create more output. But in both widget manufacturing and administrative work, something else can also increase the productivity of the black box. This is called work simplification. To get leverage this way, you first need to create a flow chart of the production process as it exists. Every single step must be shown on it; no step should be omitted in order to pretty things up on paper. Second, count the number of steps in the flow chart so that you know how many you started with. Third, set a rough target for reduction of the number of steps." (Andrew S Grove, "High Output Management", 1983)

"System dynamics [...] uses models and computer simulations to understand behavior of an entire system, and has been applied to the behavior of large and complex national issues. It portrays the relationships in systems as feedback loops, lags, and other descriptors to explain dynamics, that is, how a system behaves over time. Its quantitative methodology relies on what are called 'stock-and-flow diagrams' that reflect how levels of specific elements accumulate over time and the rate at which they change. Qualitative systems thinking constructs evolved from this quantitative discipline." (Karen L Higgins, "Economic Growth and Sustainability: Systems Thinking for a Complex World", 2015)

09 December 2011

📉Graphical Representation: Axes (Just the Quotes)

"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)

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

"The frequency of labelled scale calibrations on the axes of a graph can significantly affect the accuracy with which it is interpreted. As little interpolation as possible should be required of the user, in order to minimise errors. If single units cannot be marked, it has been suggested that multiples of 2,5 or 10 should be used." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

"The plotted points on a graph should always be made to stand out well. They are, after all, the most important feature of a graph, since any lines linking them are nearly always a matter of conjecture. These lines should stop just short of the plotted points so that the latter are emphasised by the space surrounding them. Where a point happens to fall on an axis line, the axis should be broken for a short distance on either side of the point." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

"An axis is the ruler that establishes regular intervals for measuring information. Because it is such a widely accepted convention, it is often taken for granted and its importance overlooked. Axes may emphasize, diminish, distort, simplify, or clutter the information. They must be used carefully and accurately." (Mary H Briscoe, "Preparing Scientific Illustrations: A guide to better posters, presentations, and publications" 2nd ed., 1995)

"Graphic misrepresentation is a frequent misuse in presentations to the nonprofessional. The granddaddy of all graphical offenses is to omit the zero on the vertical axis. As a consequence, the chart is often interpreted as if its bottom axis were zero, even though it may be far removed. This can lead to attention-getting headlines about 'a soar' or 'a dramatic rise (or fall)'. A modest, and possibly insignificant, change is amplified into a disastrous or inspirational trend." (Herbert F Spirer et al, "Misused Statistics" 2nd Ed, 1998)

"If you want to show the growth of numbers which tend to grow by percentages, plot them on a logarithmic vertical scale. When plotted against a logarithmic vertical axis, equal percentage changes take up equal distances on the vertical axis. Thus, a constant annual percentage rate of change will plot as a straight line. The vertical scale on a logarithmic chart does not start at zero, as it shows the ratio of values (in this case, land values), and dividing by zero is impossible." (Herbert F Spirer et al, "Misused Statistics" 2nd Ed, 1998)

"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)

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

"We tend automatically to think of all the categories represented on the horizontal axis of a column Chart as being equally important. They vary of course on the value axis. Otherwise, there would be little point in the chart, but there is somehow this feeling that they are in other respects similar members of a group. This convention can be put to good use to manipulate the message of the most boring bar or column chart." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"One of the easiest ways to display data badly is to display as little information as possible. This includes not labelling axes and titles adequately, and not giving units. In addition, information that is displayed can be obscured by including unnecessary and distracting details." (Jenny Freeman et al, "How to Display Data", 2008)

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

"Because we should, whenever possible, try to understand relationships between variables and not only describe each one of them in isolation, scatter plots are the most powerful charts available to us. The connected scatter plot is not easy to read at first, but I strongly encourage you to become familiar with it - at least during the exploratory stage - to check for relevant shapes in the relationships. Whenever you feel the need to use a dual-axis chart with two independent variables, you should try the connected scatter plot first." (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)

08 December 2011

📉Graphical Representation: Aggregation (Just the Quotes)

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

"A good description of the data summarizes the systematic variation and leaves residuals that look structureless. That is, the residuals exhibit no patterns and have no exceptionally large values, or outliers. Any structure present in the residuals indicates an inadequate fit. Looking at the residuals laid out in an overlay helps to spot patterns and outliers and to associate them with their source in the data." (Christopher H Schrnid, "Value Splitting: Taking the Data Apart", 1991)

"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)

"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 data points 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 often helpful to enhance graphical displays in ways which give deeper insight into these features. This 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)

"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)

"A common mistake is that all visualization must be simple, but this skips a step. You should actually design graphics that lend clarity, and that clarity can make a chart 'simple' to read. However, sometimes a dataset is complex, so the visualization must be complex. The visualization might still work if it provides useful insights that you wouldn’t get from a spreadsheet. […] Sometimes a table is better. Sometimes it’s better to show numbers instead of abstract them with shapes. Sometimes you have a lot of data, and it makes more sense to visualize a simple aggregate than it does to show every data point." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"A boxplot is a dotplot enhanced with a schematic that provides information about the center and spread of the data, including the median, quartiles, and so on. This is a very useful way of summarizing a variable's distribution. The dotplot can also be enhanced with a diamond-shaped schematic portraying the mean and standard deviation (or the standard error of the mean)." (Forrest W Young et al, "Visual Statistics: Seeing data with dynamic interactive graphics", 2016)

"Just as with aggregated data, an average is a summary statistic that can tell you something about the data - but it is only one metric, and oftentimes a deceiving one at that. By taking all of the data and boiling it down to one value, an average (and other summary statistics) may imply that all of the underlying data is the same, even when it’s not." (John H Johnson & Mike Gluck, "Everydata: The misinformation hidden in the little data you consume every day", 2016)

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

"A data visualization, or dashboard, is great for summarizing or describing what has gone on in the past, but if people don’t know how to progress beyond looking just backwards on what has happened, then they cannot diagnose and find the ‘why’ behind it." (Jordan Morrow, "Be Data Literate: The data literacy skills everyone needs to succeed", 2021)

"Visual displays of empirical information are too often thought to be just compact summaries that, at their best, can clarify a muddled situation. This is partially true, as far as it goes, but it omits the magic. […] sometimes, albeit too rarely, the combination of critical questions addressed by important data and illuminated by evocative displays can achieve a transcendent, and often wholly unexpected, result. At their best, visualizations can communicate emotions and feelings in addition to cold, hard facts." (Michael Friendly. "Milestones in the history of thematic cartography, statistical graphics, and data visualization", 2008) 

"Multivariate techniques often summarize or classify many variables to only a few groups or factors (e.g., cluster analysis or multi-dimensional scaling). Parallel coordinate plots can help to investigate the influence of a single variable or a group of variables on the result of a multivariate procedure. Plotting the input variables in a parallel coordinate plot and selecting the features of interest of the multivariate procedure will show the influence of different input variables." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Visualisation is fundamentally limited by the number of pixels you can pump to a screen. If you have big data, you have way more data than pixels, so you have to summarise your data. Statistics gives you lots of really good tools for this." (Hadley Wickham)

📉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)

"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)

📉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: Scales (Just the Quotes)

"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)

"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)

"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)

"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)

"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)

"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) 

07 December 2011

📉Graphical Representation: Good Graphics (Just the Quotes)

"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)

"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) 

"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)

"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)

"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)

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