20 December 2011

📉Graphical Representation: Plots (Just the Quotes)

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

"Since a table is a collection of certain sets of data, a chart with one curve representing each set of data can be made to take the place of the table. Wherever a chart can be plotted by straight lines, the speed of this is infinitely greater than making out a table, and where the curvilinear law is known, or can be approximated by the use of the empiric law, the speed is but little less." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

"In working through graphics one has, however, to be exceedingly cautious in certain particulars, for instance, when a set of figures, dynamical or financial, are available they are, so long as they are tabulated, instinctively taken merely at their face value. When plotted, however, there is a temptation to extrapolation which is well nigh irresistible to the untrained mind. Sometimes the process can be safely employed, but it requires a rather comprehensive knowledge of the facts that lie back of the data to tell when to go ahead and when to stop." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)

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

"For most line charts the maximum number of plotted lines should not exceed five; three or fewer is the ideal number. When multiple plotted lines are shown each line should be differentiated by using (a) a different type of line and/or (b) different plotting marks, if shown, and (c) clearly differentiated labeling." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

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

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

"The 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)

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

"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 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)

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

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

"Construction refers to everything involved in the production of the graphical display, including questions of what to plot and how to plot. Deciding what to plot is not always easy and again depends on what we want to accomplish. In the initial phases of an analysis, two-dimensional displays of the response against each of the p predictors are obvious choices for gaining insights about the data, choices that are often recommended in the introductory regression literature. Displays of residuals from an initial exploratory fit are frequently used as well." (R Dennis Cook, "Regression Graphics: Ideas for studying regressions through graphics", 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)

"A bar graph typically presents either averages or frequencies. It is relatively simple to present raw data (in the form of dot plots or box plots). Such plots provide much more information. and they are closer to the original data. If the bar graph categories are linked in some way - for example, doses of treatments - then a line graph will be much more informative. Very complicated bar graphs containing adjacent bars are very difficult to grasp. If the bar graph represents frequencies. and the abscissa values can be ordered, then a line graph will be much more informative and will have substantially reduced chart junk." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"Three key aspects of presenting high dimensional data are: rendering, manipulation, and linking. Rendering determines what is to be plotted, manipulation determines the structure of the relationships, and linking determines what information will be shared between plots or sections of the graph." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"Merely drawing a plot does not constitute visualization. Visualization is about conveying important information to the reader accurately. It should reveal information that is in the data and should not impose structure on the data." (Robert Gentleman, "Bioinformatics and Computational Biology Solutions using R and Bioconductor", 2005)

 "A useful feature of a stem plot is that the values maintain their natural order, while at the same time they are laid out in a way that emphasises the overall distribution of where the values are concentrated (that is, where the longer branches are). This enables you easily to pick out key values such as the median and quartiles." (Alan Graham, "Developing Thinking in Statistics", 2006)

"Symmetry and skewness can be judged, but boxplots are not entirely useful for judging shape. It is not possible to use a boxplot to judge whether or not a dataset is bell-shaped, nor is it possible to judge whether or not a dataset may be bimodal." (Jessica M Utts & Robert F Heckard, "Mind on Statistics", 2007)

"Plotting data is a useful first stage to any analysis and will show extreme observations together with any discernible patterns. In addition the relative sizes of categories are easier to see in a diagram (bar chart or pie chart) than in a table. Graphs are useful as they can be assimilated quickly, and are particularly helpful when presenting information to an audience. Tables can be useful for displaying information about many variables at once, while graphs can be useful for showing multiple observations on groups or individuals. Although there are no hard and fast rules about when to use a graph and when to use a table, in the context of a report or a paper it is often best to use tables so that the reader can scrutinise the numbers directly." (Jenny Freeman et al, "How to Display Data", 2008)

"There are two main reasons for using graphic displays of datasets: either to present or to explore data. Presenting data involves deciding what information you want to convey and drawing a display appropriate for the content and for the intended audience. [...] Exploring data is a much more individual matter, using graphics to find information and to generate ideas. Many displays may be drawn. They can be changed at will or discarded and new versions prepared, so generally no one plot is especially important, and they all have a short life span." (Antony Unwin, "Good Graphics?" [in "Handbook of Data Visualization"], 2008)

"No other statistical graphic can hold so much information at a time than the parallel coordinate plot. Thus this plot is ideal to get an initial overview of a dataset, or at the very least a large subgroup of the variables." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Spineplots have the nice property that highlighted proportions can be compared directly. However, it must be noted that the x axis in a spinogram is no longer linear. It is only piecewise linear within the bars. Although this might be confusing at first sight, it yields two interesting characteristics. Areas where only very few cases have been observed are squeezed together and thus get less visual weight. [...] Spineplots use normalized bar lengths while the bar widths are proportional to the number of cases in the category" (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Need to consider outliers as they can affect statistics such as means, standard deviations, and correlations. They can either be explained, deleted, or accommodated (using either robust statistics or obtaining additional data to fill-in). Can be detected by methods such as box plots, scatterplots, histograms or frequency distributions." (Randall E Schumacker & Richard G Lomax, "A Beginner’s Guide to Structural Equation Modeling" 3rd Ed., 2010)

"[...] if you want to show change through time, use a time-series chart; if you need to compare, use a bar chart; or to display correlation, use a scatter-plot - because some of these rules make good common sense." (Alberto Cairo, "The Functional Art", 2011)

"Visualization is what happens when you make the jump from raw data to bar graphs, line charts, and dot plots. […] In its most basic form, visualization is simply mapping data to geometry and color. It works because your brain is wired to find patterns, and you can switch back and forth between the visual and the numbers it represents. This is the important bit. You must make sure that the essence of the data isn’t lost in that back and forth between visual and the value it represents because if you can’t map back to the data, the visualization is just a bunch of shapes." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

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

"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)

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

"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)

"With time series though, there is absolutely no substitute for plotting. The pertinent pattern might end up being a sharp spike followed by a gentle taper down. Or, maybe there are weird plateaus. There could be noisy spikes that have to be filtered out. A good way to look at it is this: means and standard deviations are based on the naïve assumption that data follows pretty bell curves, but there is no corresponding 'default' assumption for time series data (at least, not one that works well with any frequency), so you always have to look at the data to get a sense of what’s normal. [...] Along the lines of figuring out what patterns to expect, when you are exploring time series data, it is immensely useful to be able to zoom in and out." (Field Cady, "The Data Science Handbook", 2017)

19 December 2011

📉Graphical Representation: Bar Charts (Just the Quotes)

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

"Since bars represent magnitude by their length, the zero line must be shown and the arithmetic scale must not be broken. Occasionally an excessively long bar in a series of bars may be broken off at the end, and the amount involved shown directly beyond it, without distorting the general trend of the other bars, but this practice applies solely when only one bar exceeds the scale." (Anna C Rogers, "Graphic Charts Handbook", 1961)

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

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

"Some believe that the vertical bar should be used when comparing similar items for different time periods and the horizontal bar for comparing different items for the same time period. However, most people find the vertical-bar format easier to prepare and read. and a more effective way to show most types of comparisons." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)

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

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

"The bar of a bar chart has two aspects that can be used to visually decode quantitative information - size (length and area) and the relative position of the end of the bar along the common scale. The changing sizes of the bars is an important and imposing visual factor; thus it is important that size encode something meaningful. The sizes of bars encode the magnitudes of deviations from the baseline. If the deviations have no important interpretation, the changing sizes are wasted energy and even have the potential to mislead." (William S. Cleveland, "Graphical Methods for Data Presentation: Full Scale Breaks, Dot Charts, and Multibased Logging", The American Statistician Vol. 38 (4) 1984) 

"A bar graph typically presents either averages or frequencies. It is relatively simple to present raw data (in the form of dot plots or box plots). Such plots provide much more information. and they are closer to the original data. If the bar graph categories are linked in some way - for example, doses of treatments - then a line graph will be much more informative. Very complicated bar graphs containing adjacent bars are very difficult to grasp. If the bar graph represents frequencies. and the abscissa values can be ordered, then a line graph will be much more informative and will have substantially reduced chart junk." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"Stacked bar graphs do not show data structure well. A trend in one of the stacked variables has to be deduced by scanning along the vertical bars. This becomes especially difficult when the categories do not move in the same direction." (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)

"Distance and detection also play a role in our ability to decode information from graphs. The closer together objects are, the easier it is to judge attributes that compare them. As distance between objects increases, accuracy of judgment decreases. It is certainly easier to judge the difference in lengths of two bars if they are next to one another than if they are pages apart." (Naomi B Robbins, "Creating More effective Graphs", 2005) 

"Use of a histogram should be strictly reserved for continuous numerical data or for data that can be effectively modelled as continuous […]. Unlike bar charts, therefore, the bars of a histogram corresponding to adjacent intervals should not have gaps between them, for obvious reasons." (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)

"Mosaic plots are defined recursively, i.e., each variable that is introduced in a mosaic plot is plotted conditioned on the groups already established in the plot. As with barcharts, the area of bars or tiles is proportional to the number of observations (or the sum of the observation weights of a class). The direction along which bars are divided by a newly introduced variable is usually alternating, starting with the x-direction." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009) 

"Sorting data is one of the most efficient actions to derive different views of data in order to see the variables from many angles. Sorting is usually not applied to the data itself, but to statistical objects of a plot. We might want to sort the bars in a barchart, the variables in a parallel boxplot or the categories in a boxplot y by x." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"So what is the difference between a chart or graph and a visualization? […] a chart or graph is a clean and simple atomic piece; bar charts contain a short story about the data being presented. A visualization, on the other hand, seems to contain much more ʻchart junkʼ, with many sometimes complex graphics or several layers of charts and graphs. A visualization seems to be the super-set for all sorts of data-driven design." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"[...] if you want to show change through time, use a time-series chart; if you need to compare, use a bar chart; or to display correlation, use a scatter-plot - because some of these rules make good common sense." (Alberto Cairo, "The Functional Art", 2011)

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

"There's a strand of the data viz world that argues that everything could be a bar chart. That’s possibly true but also possibly a world without joy." (Amanda Cox, [interview in ( Scott Berinato's "The Power of Visualization’s 'Aha!' Moments, Harvard Business Review] 2013)

"Visualization is what happens when you make the jump from raw data to bar graphs, line charts, and dot plots. […] In its most basic form, visualization is simply mapping data to geometry and color. It works because your brain is wired to find patterns, and you can switch back and forth between the visual and the numbers it represents. This is the important bit. You must make sure that the essence of the data isn’t lost in that back and forth between visual and the value it represents because if you can’t map back to the data, the visualization is just a bunch of shapes." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"If I had to pick a single go-to graph for categorical data, it would be the horizontal bar chart, which flips the vertical version on its side. Why? Because it is extremely easy to read. The horizontal bar chart is especially useful if your category names are long, as the text is written from left to right, as most audiences read, making your graph legible for your audience." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"Sometimes bar charts are avoided because they are common. This is a mistake. Rather, bar charts should be leveraged because they are common, as this means less of a learning curve for your audience." (Cole N Knaflic, "Storytelling with Data: A Data Visualization Guide for Business Professionals", 2015)

"Visual clutter is one of the most serious issues with bar charts. Using a bar to represent a simple data point is clearly overkill that results in no room for more data. At times, this may make us overlook less obvious things. The population pyramids offer a glaring example of this. But dot plots are not only about reducing clutter and avoiding overstimulation. Because we don’t compare heights, dot plots actually allow us to break the scale to improve resolution, and that’s a big plus over bar charts." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"The radial bar chart, also called the polar bar chart, arranges the bars to radiate outward from the center of a circle. This graph lies lowers on the perceptual ranking list because it is harder to compare the heights of the bars arranged around a circle than when they are arranged along a single flat axis. But this layout does allow you to fit more values in a compact space, and makes the radial bar chart well-suited for showing more data, frequent changes (such as monthly or daily), or changes over a long period of time." (Jonathan Schwabish, "Better Data Visualizations: A guide for scholars, researchers, and wonks", 2021)

📉Graphical Representation: Scatter Charts (Just the Quotes)

"Pencil and paper for construction of distributions, scatter diagrams, and run-charts to compare small groups and to detect trends are more efficient methods of estimation than statistical inference that depends on variances and standard errors, as the simple techniques preserve the information in the original data." (William E Deming, "On Probability as Basis for Action" American Statistician Vol. 29 (4), 1975)

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

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

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

"One big advantage of parallel coordinate plots over scatterplot matrices. (i.e., the matrix of scatterplots of all variable pairs) is that parallel coordinate plots need less space to plot the same amount of data. On the other hand, parallel coordinate plots with p variables show only p - 1 adjacencies. However, adjacent variables reveal most of the information in a parallel coordinate plot. Reordering variables in a parallel coordinate plot is therefore essential." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009) 

"Parallel coordinate plots are often overrated concerning their ability to depict multivariate features. Scatterplots are clearly superior in investigating the relationship between two continuous variables and multivariate outliers do not necessarily stick out in a parallel coordinate plot. Nonetheless, parallel coordinate plots can help to find and understand features such as groups/clusters, outliers and multivariate structures in their multivariate context. The key feature is the ability to select and highlight individual cases or groups in the data, and compare them to other groups or the rest of the data." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"Raster maps - often also called raster images - represent measurements on a regular grid. They are usually a result of remote sensing techniques via satellites or airborne surveillance systems. They fit neither the construct of scatterplots nor that of maps. Nevertheless, both scatterplots and maps can be used to display raster maps within statistics software which has no extra GIS capabilities." (Martin Theus & Simon Urbanek, "Interactive Graphics for Data Analysis: Principles and Examples", 2009)

"A scatterplot would show the relationship between [...] two variables in more detail, but would not convey the spatial patterns shown in […] micromap panels. Using conditioning to define a comparative grid of panels, […] changes an investigation from a sequential filtering of one variable at a time to more of a multivariable approach. In this context we can assess functional relationships, densities, or geospatial patterns within panels as well as changes across panels." (Daniel B Carr & Linda W Pickle, "Visualizing Data Patterns with Micromaps", 2010)

"Need to consider outliers as they can affect statistics such as means, standard deviations, and correlations. They can either be explained, deleted, or accommodated (using either robust statistics or obtaining additional data to fill-in). Can be detected by methods such as box plots, scatterplots, histograms or frequency distributions." (Randall E Schumacker & Richard G Lomax, "A Beginner’s Guide to Structural Equation Modeling" 3rd Ed., 2010)

"Scatterplots are the preferred medium for adding smooth curves to show a causal functional relationship or an association […] However, despite the advantage of the scatterplot for seeing some types of patterns, the linked micromap design adds geographic location to the information displayed and so enables searches for geographic patterns that the scatterplot omits." (Daniel B Carr & Linda W Pickle, "Visualizing Data Patterns with Micromaps", 2010)

"[...] if you want to show change through time, use a time-series chart; if you need to compare, use a bar chart; or to display correlation, use a scatter-plot - because some of these rules make good common sense." (Alberto Cairo, "The Functional Art", 2011)

"The correlation coefficient has two fabulously attractive characteristics. First, for math reasons that have been relegated to the appendix, it is a single number ranging from –1 to 1. A correlation of 1, often described as perfect correlation, means that every change in one variable is associated with an equivalent change in the other variable in the same direction. A correlation of –1, or perfect negative correlation, means that every change in one variable is associated with an equivalent change in the other variable in the opposite direction. The closer the correlation is to 1 or –1, the stronger the association. […] The second attractive feature of the correlation coefficient is that it has no units attached to it. […] The correlation coefficient does a seemingly miraculous thing: It collapses a complex mess of data measured in different units (like our scatter plots of height and weight) into a single, elegant descriptive statistic." (Charles Wheelan, "Naked Statistics: Stripping the Dread from the Data", 2012)

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

"The idiom of scatterplots encodes two quantitative value variables using both the vertical and horizontal spatial position channels, and the mark type is necessarily a point. Scatterplots are effective for the abstract tasks of providing overviews and characterizing distributions, and specifically for finding outliers and extreme values. Scatterplots are also highly effective for the abstract task of judging the correlation between two attributes. With this visual encoding, that task corresponds the easy perceptual judgement of noticing whether the points form a line along the diagonal. The stronger the correlation, the closer the points fall along a perfect diagonal line; positive correlation is an upward slope, and negative is downward." (Tamara Munzner, "Visualization Analysis and Design", 2014)

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

"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 ability to see meaningful shapes in the data represents the highest level of data visualization, because it represents the highest level of data integration and a richer graphical landscape. Line charts and scatter plots are frequently used for this shape visualization." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"Your goal when designing a scattr plot is to make the relationship between two variables as clear as possible, including the overall level of association but also revealing clusters and outliers. This is easier said than done. The data and a few bad design choices can make reading a scatter plot too complex or misleading." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"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)

"Correlation does not imply causation: often some other missing third variable is influencing both of the variables you are correlating. […] The need for a scatterplot arose when scientists had to examine bivariate relations between distinct variables directly. As opposed to other graphic forms - pie charts, line graphs, and bar charts - the scatterplot offered a unique advantage: the possibility to discover regularity in empirical data (shown as points) by adding smoothed lines or curves designed to pass 'not through, but among them', so as to pass from raw data to a theory-based description, analysis, and understanding." (Michael Friendly & Howard Wainer, "A History of Data Visualization and Graphic Communication", 2021)

"Indeed, among all forms of statistical graphics, the scatterplot may be considered the most versatile and generally useful invention in the entire history of statistical graphics. Essential characteristics of a scatterplot are that two quantitative variables are measured on the same observational units (workers); the values are plotted as points referred to perpendicular axes; and the goal is to show something about the relation between these variables, typically how the ordinate variable, y, varies with the abscissa variable, x." (Michael Friendly & Howard Wainer, "A History of Data Visualization and Graphic Communication", 2021)

"[...] scatterplots had advantages over earlier graphic forms: the ability to see clusters, patterns, trends, and relations in a cloud of points. Perhaps most importantly, it allowed the addition of visual annotations (point symbols, lines, curves, enclosing contours, etc.) to make those relationships more coherent and tell more nuanced stories." (Michael Friendly & Howard Wainer, "A History of Data Visualization and Graphic Communication", 2021)

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

18 December 2011

📉Graphical Representation: Grids (Just the Quotes)

"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)

"Where the values of a series are such that a large part the grid would be superfluous, it is the practice to break the grid thus eliminating the unused portion of the scale, but at the same time indicating the zero line. Failure to include zero in the vertical scale is a very common omission which distorts the data and gives an erroneous visual impression." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"In line charts the grid structure plays a controlling role in interpreting facts. The number of vertical rulings should be sufficient to indicate the frequency of the plottings, facilitate the reading of the time values on the horizontal scale. and indicate the interval or subdivision of time." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"The impression created by a chart depends to a great extent on the shape of the grid and the distribution of time and amount scales. When your individual figures are a part of a series make sure your own will harmonize with the other illustrations in spacing of grid rulings, lettering, intensity of lines, and planned to take the same reduction by following the general style of the presentation." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"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)

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

"Gray grids almost always work well and, with a delicate line, may promote more accurate data reading and reconstruction than a heavy grid. Dark grid lines are chartjunk. When a graphic serves as a look-up table (rare indeed), then a grid may help with reading and interpolation. But even then the grid should be muted relative to the data." (Edward R Tufte, "Envisioning Information", 1990)

"The binders, the charts, the grids may seem formidable, but the meetings themselves are built around informality, trust, emotion and humor." (Jack Welch, "Jack: Straight from the Gut", 2001)

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

"It is generally a good idea to avoid gridlines, vertical lines, and double lines. Use single horizontal lines to separate the title, headers, and content. Lines are also employed to identify column spanners, which are used to group particular columns of data." (John Hoffmann, "Principles of Data Management and Presentation", 2017)

17 December 2011

📉Graphical Representation: Pie Charts (Just the Quotes)

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

"In general, the comparison of two circles of different size should be strictly avoided. Many excellent works on statistics approve the comparison of circles of different size, and state that the circles should always be drawn to represent the facts on an area basis rather than on a diameter basis. The rule, however, is not always followed and the reader has no way of telling whether the circles compared have been drawn on a diameter basis or on an area basis, unless the actual figures for the data are given so that the dimensions may be verified." (Willard C Brinton, "Graphic Methods for Presenting Facts", 1919)

"Although the pie or sector chart ranks very high in popular appeal, it is held in rather low esteem by many specialists in graphic presentation. Since the pie chart possesses more weaknesses perhaps than most graphic forms, it is especially important to observe proper discretion in its construction and application. The pie chart is used to portray component relations. The various sectors of a circle represent component parts of an aggregate or total." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"First, it is generally inadvisable to attempt to portray a series of more than four or five categories by means of pie charts. If, for example, there are six, eight, or more categories, it may be very confusing to differentiate the relative values portrayed, especially if several small sectors are of approximately the same size. Second, the pie chart may lose its effectiveness if an attempt is made to compare the component values of several circles, as might be found in a temporal or geographical series. In such case the one-hundred percent bar or column chart is more appropriate. Third, although the proportionate values portrayed in a pie chart are measured as distances along arcs about the circle, actually there is a tendency to estimate values in terms of areas of sectors or by the size of subtended angles at the center of the circle." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"Circles of different size, however cannot properly be used to compare the size of different totals. This is because the reader does not know whether to compare the diameters or the areas (which vary as the squares of the diameters), and is likely to misjudge the comparison in either ease. Usually the circles are drawn so that their diameters are in correct proportion to each other; but then the area comparison is exaggerated. Component bars should be used to show totals of different size since their one dimension lengths can be easily judged not only for the totals themselves but for the component parts as well. Circles, therefore, can show proportions properly by variations in angles of sectors but not by variations in diameters."  (Anna C Rogers, "Graphic Charts Handbook", 1961)

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

"Data should not be forced into an uncomfortable or improper mold. For example, data that is appropriate for line graphs is not usually appropriate for circle charts and in any case not without some arithmetic transformation. Only graphs that are designed to fit the data can be used profitably." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"The varieties of circle charts are necessarily limited by the lack of basic design variation - a circle is a circle! Also, a circle can be considered as representing only one unit of area. regardless of its size. Thus, circle charts have limited applications, i.e., to show how a given quantity (area) is divided among its component parts,' or to show changes in the variable by showing area changes. A circle chart almost always presents some form of a part-to-total relationship." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"While circle charts are not likely to present especially new or creative ideas, they do help the user to visualize relationships. The relationships depicted by circle charts do not tend to be very complex, in contrast to those of some line graphs. Normally, the circle chart is used to portray a common type of relationship (namely. part-to-total) in an attractive manner and to expedite the message transfer from designer to user." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)

"A pie graph is a circle that is divided into wedges, like slices of a pie. It is particularly useful when statistics show as a half or a quarter of a total. The human eye can recognize half of a circle much more easily than half a length of a bar." (Dyno Lowenstein, "Graphs", 1976)

"Pie charts are awkward to label and do not fit as well on a report page as bar comparisons (vertical or horizontal). Thus a series of pies is less effective than a series of subdivided bars (or columns) for comparing a group of subdivided totals. Several pies require much more space than several bars. Moreover, the comparable components often are in a different location in each pie and so are hard to compare." (Peter H Selby, "Interpreting Graphs and Tables", 1976)

"The circle graph, or pie chart, appears to simple and 'nonstatistical', so it is a popular form of presentation for general readers. However, since the eye can compare linear distances more easily and accurately than angles or areas, the component parts of a total usually can be shown more effectively in a chart using linear measurement." (Peter H Selby, "Interpreting Graphs and Tables", 1976)

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

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

"[…] the only worse design than a pie chart is several of them, for then the viewer is asked to compare quantities located in spatial disarray both within and between pies. […] Given their low data-density and failure to order numbers along a visual dimension, pie charts should never be used." (Edward R Tufte, "The Visual Display of Quantitative Information", 1983)

"Pie charts have severe perceptual problems. Experiments in graphical perception have shown that compared with dot charts, they convey information far less reliably. But if you want to display some data, and perceiving the information is not so important, then a pie chart is fine." (Richard Becker & William S Cleveland," S-Plus Trellis Graphics User's Manual", 1996)

"The most ubiquitous graph is the pie chart. It is a staple of the business world. [...] Never use a pie chart. Present a simple list of percentages, or whatever constitutes the divisions of the pie chart." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"This pie chart violates several of the rules suggested by the question posed in the introduction. First, immediacy: the reader has to turn to the legend to find out what the areas represent; and the lack of color makes it very difficult to determine which area belongs to what code. Second, the underlying structure of the data is completely ignored. Third, a tremendous amount of ink is used to display eight simple numbers." (Gerald van Belle, "Statistical Rules of Thumb", 2002)

"We make angle judgments when we read a pie chart, but we don't judge angles very well. These judgments are biased; we underestimate acute angles (angles less than 90°) and overestimate obtuse angles (angles greater than 90°). Also, angles with horizontal bisectors (when the line dividing the angle in two is horizontal) appear larger than angles with vertical bisectors." (Naomi B Robbins, "Creating More effective Graphs", 2005)

"But here’s the contradictory thing about pie charts. A common argument in favor of pie charts is that reading the labels compensates for what really are our difficulties in reading them accurately. […] this is not an argument in favor of pie charts; rather, it’s an argument to the detriment of visualization. Shouldn’t we be able to read the chart without deciphering all the labels? If we have to read both the labels and the chart, the chart becomes pointless, as labels should complement rather than entirely support it." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

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

"There are some chart types that occasionally appear in print but are so bad that they serve neither honesty nor deceit. Among these monuments to human ingenuity at the expense of common sense are the concentric donut and overlapping segments. The concentric donut is really just a bar or column chart bent back on itself to save space. However as anyone who has ever watched a two or four hundred metre race will know, to make sense of the order of arrival at the tape you have to stagger the start to take account of the bend in the track. Blithely ignoring this problem, the concentric donut uses to diminish the difference between the inner and the outer absolute values by anything up to 2.5 times." (Nicholas Strange, "Smoke and Mirrors: How to bend facts and figures to your advantage", 2007)

"[…] a graph is nothing but a visual metaphor. To be truthful, it must correspond closely to the phenomena it depicts: longer bars or bigger pie slices must correspond to more, a rising line must correspond to an increasing amount. If a graphical depiction of data does not faithfully follow this principle, it is almost sure to be misleading. But the metaphoric attachment of a graphic goes farther than this. The character of the depiction ism a necessary and sufficient condition for the character of the data. When the data change, so too must their depiction; but when the depiction changes very little, we assume that the data, likewise, are relatively unchanging. If this convention is not followed, we are usually misled." (Howard Wainer, "Graphic Discovery: A trout in the milk and other visuals" 2nd, 2008)

"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)

"Dealing with a circular visualization and trying to compare its radial portions is always problematic. When designing with data, the story should always be told as clearly as possible. To do so, it is often best to avoid round charts and graphs." (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"Sometimes itʼs better to have fewer choices and focus on the charts that best convey the story. A doughnut chart is not one of these. By removing the centre of a pie chart, it further hinders the ability to judge the weight of each segment. Moving from a healthy wedge to two arcs makes it harder for people to comprehend what value is represented. We know that a full pie chart is one hundred per cent and that any wedge is a fraction of that; if we are presented with only an arc, is it equivalent to the wedge, or is it less because it is missing a portion?" (Brian Suda, "A Practical Guide to Designing with Data", 2010)

"Pie charts can be used effectively to summarize a single categorical data set if there are not too many different categories. However, pie charts are not usually the best tool if the goal is to compare groups on the basis of a categorical variable." (Roxy Peck et al, "Introduction to Statistics and Data Analysis" 4th Ed., 2012)

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

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

15 December 2011

📉Graphical Representation: Aesthetics (Just the Quotes)

"Good design looks right. It is simple (clear and uncomplicated). Good design is also elegant, and does not look contrived. A map should be aesthetically pleasing, thought provoking, and communicative."  (Arthur H Robinson, "Elements of Cartography", 1953)

"The practice of framing an illustration with a drawn rectangle is not recommended. This kind of typographic detailing should never be added purely for aesthetic reasons or for decoration. A simple, purely functional drawing will automatically be aesthetically pleasing. Unnecessary lines usually reduce both legibility and attractiveness." (Linda Reynolds & Doig Simmonds, "Presentation of Data in Science" 4th Ed, 1984)

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

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

"[...] the form of a technological object must depend on the tasks it should help with. This is one of the most important principles to remember when dealing with infographics and visualizations: The form should be constrained by the functions of your presentation. There may be more than one form a data set can adopt so that readers can perform operations with it and extract meanings, but the data cannot adopt any form. Choosing visual shapes to encode information should not be based on aesthetics and personal tastes alone." (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)

"Good visualization is a winding process that requires statistics and design knowledge. Without the former, the visualization becomes an exercise only in illustration and aesthetics, and without the latter, one of only analyses. On their own, these are fine skills, but they make for incomplete data graphics. Having skills in both provides you with the luxury - which is growing into a necessity - to jump back and forth between data exploration and storytelling." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Visualization can be appreciated purely from an aesthetic point of view, but it’s most interesting when it’s about data that’s worth looking at. That’s why you start with data, explore it, and then show results rather than start with a visual and try to squeeze a dataset into it. It’s like trying to use a hammer to bang in a bunch of screws. […] Aesthetics isn’t just a shiny veneer that you slap on at the last minute. It represents the thought you put into a visualization, which is tightly coupled with clarity and affects interpretation." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"Color is just a complicated physiological phenomenon associated with symbolic, aesthetic, and emotional qualities. Each of these qualities is enough by itself to wreak havoc in data visualizations if not treated with care. Together, they make disaster almost inevitable […]" (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"From a functional point of view, colors per se don’t really matter, and if you can avoid strong symbolic meanings, it doesn’t matter if you pick them randomly. Data visualization deals with discriminating among visual stimuli, defining their relationships, and establishing the intensity of these stimuli. The colors you pick just need to meet these requirements. Realizing this helps us overcome our fears of aesthetic catastrophe." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"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)

"Data that is well prepared makes the analysis easier and allows a deeper exploration of patterns. It helps the analyst sift through the data with less friction. Data that is well crafted holds up to rigorous analysis and presentation. It removes the wall between us and the data and allows us to see the patterns. Well-shaped data isn't only functional, it's also aesthetic." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)

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

"As beautiful as data can be, it’s not an al fresco painting that should be open to interpretation from anyone who walks by its section of the museum. Make bold, smart color choices that leave no doubt what the purpose of the data is." (Kate Strachnyi, "ColorWise: A Data Storyteller’s Guide to the Intentional Use of Color", 2023)

📉Graphical Representations: Storytelling (Just the Quotes)

"A plot is a piece of ground, a plan (as in the plan of a building), or a scheme; to plot is to make a plan or, in geometry, to graph points on a grid. When we create a story, even a character-rather than event-based story, we make a plot or map out the narrative’s essential moments." (Peter Turchi, "Maps of the Imagination: The writer as cartographer", 2004)

"But there is also beauty in the telling detail, the provocative glimpse, the perfectly framed snapshot. The question of what to include, how much to include, can only be answered with regard to what, precisely, we mean to create. A story isn’t as utilitarian as a map of bicycle paths, but like that map, it is defined by its purpose. To serve its purpose, a story might very well be stripped down to a few spare glittering parts; alternately, it might require, or benefit from, apparently useless observations, conversations, and excursions. Perhaps the only answer is that we can’t know what needs to be in, what needs to be out, until we know what it is that we’re making, toward what end." (Peter Turchi, "Maps of the Imagination: The writer as cartographer", 2004)

"It is indisputable that successful communication with the increasingly important group of non-professional customers requires that statistical offices go far beyond the simple provision of tables and other purely static information. The visual presentation of data through comprehensible and flexible graphical tools, possibly embedded in a storytelling environment and connected with maps for the presentation of spatial data, crucially contributes to meeting the needs of the non-expert." (Hans-Joachim Mittag "Educating the Public, The Role of E-Learning and Visual Communication of Official Data", ECE/CES, 2006)

"Graphics should be planned, written and developed to stand alone. Even when a graphic is accompanied by a story, we can’t always count on the reader to get that far. Scanning readers often don’t engage with stories at all. Rather, they browse the page, often reading only display type and visual elements. And, even those who intend to read the story often engage with the graphics first because they tend to be more eye-catching. In both cases, you simply can’t create a graphic that isn’t complete without the story. Readers should finish an information graphic feeling confident that they understand the information it presents. This isn’t to say that you must tell the entire story with the graphic. However, the portions of the story that are represented in the graphic must be complete and clear." (Jennifer George-Palilonis," A Practical Guide to Graphics Reporting: Information Graphics for Print, Web & Broadcast", 2006)

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

"Good visualization is a winding process that requires statistics and design knowledge. Without the former, the visualization becomes an exercise only in illustration and aesthetics, and without the latter, one of only analyses. On their own, these are fine skills, but they make for incomplete data graphics. Having skills in both provides you with the luxury - which is growing into a necessity - to jump back and forth between data exploration and storytelling." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)

"At its most basic level, a story is a description of something happening that contains some form of sensation, or drama. It is, in other words, an explanation of cause and effect that is soaked in emotion (...) We are natural-born storytellers who have a propension to believe our own tales." (Will Storr, "The Unpersuadables", 2014)

"Data stories are a subset of the much broader concept (or buzzword) of storytelling. […] Stories, or narratives, are useful in data visualization because they force us to recognize the limited value of a single chart in a complex environment. Stories also force us to recognize the need for a better integration of our displays, as we move away from strings of siloed charts." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)

"A data story starts out like any other story, with a beginning and a middle. However, the end should never be a fixed event, but rather a set of options or questions to trigger an action from the audience. Never forget that the goal of data storytelling is to encourage and energize critical thinking for business decisions." (James Richardson, 2017)

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

"Data storytelling can be defined as a structured approach for communicating data insights using narrative elements and explanatory visuals." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

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

"Data storytelling involves the skillful combination of three key elements: data, narrative, and visuals. Data is the primary building block of every data story. It may sound simple, but a data story should always find its origin in data, and data should serve as the foundation for the narrative and visual elements of your story." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Data storytelling is transformative. Many people don’t realize that when they share insights, they’re not just imparting information to other people. The natural consequence of sharing an insight is change. Stop doing that, and do more of this. Focus less on them, and concentrate more on these people. Spend less there, and invest more here. A poignant insight will drive an enlightened audience to think or act differently. So, as a data storyteller, you’re not only guiding the audience through the data, you’re also acting as a change agent. Rather than just pointing out possible enhancements, you’re helping your audience fully understand the urgency of the changes and giving them the confidence to move forward." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"While visuals are an essential part of data storytelling, data visualizations can serve a variety of purposes from analysis to communication to even art. Most data charts are designed to disseminate information in a visual manner. Only a subset of data compositions is focused on presenting specific insights as opposed to just general information. When most data compositions combine both visualizations and text, it can be difficult to discern whether a particular scenario falls into the realm of data storytelling or not." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)

"Data becomes more useful once it’s transformed into a data visualization or used in a data story. Data storytelling is the ability to effectively communicate insights from a dataset using narratives and visualizations. It can be used to put data insights into context and inspire action from your audience. Color can be very helpful when you are trying to make information stand out within your data visualizations." (Kate Strachnyi, "ColorWise: A Data Storyteller’s Guide to the Intentional Use of Color", 2023)

"Data storytelling is a method of communicating information that is custom-fit for a specific audience and offers a compelling narrative to prove a point, highlight a trend, make a sale, or all of the above. [...] Data storytelling combines three critical components, storytelling, data science, and visualizations, to create not just a colorful chart or graph, but a work of art that carries forth a narrative complete with a beginning, middle, and end." (Kate Strachnyi, "ColorWise: A Data Storyteller’s Guide to the Intentional Use of Color", 2023)

"Data, I think, is one of the most powerful mechanisms for telling stories. I take a huge pile of data and I try to get it to tell stories." (Steven Levitt)

More quotes on "Storytelling" at the-web-of-knowledge.blogspot.com.

13 December 2011

📉Graphical Representation: Infographic (Just the Quotes)

"An infographic’s headline should summarize the main point of the presentation. Any introductory text or 'chatter' should explain the most newsworthy information within the context of the visual story being told; i.e., is the what of the story most important? Is the how of the story most important?, etc." (Jennifer George-Palilonis," A Practical Guide to Graphics Reporting: Information Graphics for Print, Web & Broadcast", 2006)

"Text should provide the information and context that visuals cannot. By their nature, visuals can be ambiguous; well-written sentences are not. Infographics - whether statistical, cartographic or diagrammatic - are meant to demonstrate data visually and holistically. So the visuals in an infographic should do as much explanatory 'lifting' as possible, allowing words only to qualify, specify, summarize and organize." (Jennifer George-Palilonis," A Practical Guide to Graphics Reporting: Information Graphics for Print, Web & Broadcast", 2006)

"Information graphics are an essential component of technical communication. Very few technical documents or presentations can be considered complete without graphical elements to present some essential data. Because engineers are visually oriented, graphic aids allow their thoughts and ideas to be better understood by other engineers. Information graphics are essential in presenting data because they simplify the content, offer a visually pleasing alternative to gray text in a proposal or an article, and thereby invite interest." (Dennis K Lieu & Sheryl Sorby, "Visualization, Modeling, and Graphics for Engineering Design", 2009)

"All graphics present data and allow a certain degree of exploration of those same data. Some graphics are almost all presentation, so they allow just a limited amount of exploration; hence we can say they are more infographics than visualization, whereas others are mostly about letting readers play with what is being shown, tilting more to the visualization side of our linear scale. But every infographic and every visualization has a presentation and an exploration component: they present, but they also facilitate the analysis of what they show, to different degrees." (Alberto Cairo, "The Functional Art", 2011)

"For too many traditional journalists, infographics are mere ornaments to make the page look lighter and more attractive for audiences who grow more impatient with long-form stories every day. Infographics are treated not as devices that expand the scope of our perception and cognition, but as decoration." (Alberto Cairo, "The Functional Art", 2011)

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

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

"Some people use infographic to refer to representations of information perceived as casual, funny, or frivolous, and visualization to refer to designs perceived to be more serious, rigorous, or academic." (Noah Iliinsky & Julie Steele, "Designing Data Visualizations", 2011)

"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)

"[...] the form of a technological object must depend on the tasks it should help with. This is one of the most important principles to remember when dealing with infographics and visualizations: The form should be constrained by the functions of your presentation. There may be more than one form a data set can adopt so that readers can perform operations with it and extract meanings, but the data cannot adopt any form. Choosing visual shapes to encode information should not be based on aesthetics and personal tastes alone." (Alberto Cairo, "The Functional Art", 2011)

"Thinking of graphics as art leads many to put bells and whistles over substance and to confound infographics with mere illustrations." (Alberto Cairo, "The Functional Art", 2011)

"[...] the term infographics is useful for referring to any visual representation of data that is: (•)  manually drawn (and therefore a custom treatment of the information); (•) specific to the data at hand (and therefore nontrivial to recreate with different data); (•) aesthetically rich (strong visual content meant to draw the eye and hold interest); and (•) relatively data-poor (because each piece of information must be manually encoded)." (Noah Iliinsky & Julie Steele, "Designing Data Visualizations", 2011)

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

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

"Infographics combine data with design to enable visual learning. This communication process helps deliver complex information in a way that is more quickly and easily understood. [...] In an era of data overload, infographics offer your audience information in a format that is easy to consume and share. [...] A well-placed, self-contained infographic addresses our need to be confident about the content we’re sharing. Infographics relay the gist of your information quickly, increasing the chance for it to be shared and fueling its spread across a wide variety of digital channels." (Mark Smiciklas, "The Power of Infographics: Using Pictures to Communicate and Connect with Your Audiences", 2012)

"The main difference between journalistic and artistic infographics is that, while in the first information must try to be as objective as possible, the second supports a complete subjectivity and can lend itself to different interpretations, all of them valid. That’s the concept of 'subjective infographic', something apparently contradictory." (Jaime Serra, [interviewed] 2012)

"Violating established and functional color conventions makes it more difficult for the audience to understand an information graphic or a map. Respecting them gives the user that much less on which to expend unnecessary energy." (Joel Katz, "Designing Information: Human factors and common sense in information design", 2012) 

"Good infographic design is about storytelling by combining data visualization design and graphic design." (Randy Krum, "Good Infographics: Effective Communication with Data Visualization and Design", 2013)

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

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

"[...] 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)

"Infographics are an output which has gained popularity in the business world in recent years. They have proven to be a great way to engage when used along with other traditional outputs. Infographic principles can be used to enrich the more traditional outputs." (Travis Murphy, "Infographics Powered by SAS®: Data Visualization Techniques for Business Reporting", 2018)

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

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

"The term 'infographics' is used for eye-catching diagrams which get a simple message across. They are very popular in advertising and can convey an impression of scientific, reliable information, but they are not the same thing as data visualization. An infographic will typically only convey a few numbers, and not use visual presentations to allow the reader to make comparisons of their own." (Robert Grant, "Data Visualization: Charts, Maps and Interactive Graphics", 2019)

"[...] to be truly ‘cool’, an infographic needs to be honest, truthful, deep, and elegant. It can be fun, too, but it needs first to respect the intelligence of its potential readers, and be designed not just to entertain them, but to enlighten them. A bunch of out-of-context numbers or grossly simplistic charts surrounded by pictograms or illustrations is never a ‘cool’ infographic." (Albero Cairo) [quoted by Jorge Camões, 2016] 

📉Graphical Representation: Zero, the Origin (Just the Quotes)

"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 misled. 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)

"When plotting any curve the vertical scale should, if possible, be chosen so that the zero of the scale will appear on the chart. Otherwise, the reader may assume the bottom of the chart to be zero and so be grossly misled. Zero should always be indicated by a broad line much wider than the ordinary co-ordinate lines used for the background of the chart." (Willard C Brinton, "Graphic Methods for Presenting Facts", 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)

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

"Where the values of a series are such that a large part the grid would be superfluous, it is the practice to break the grid thus eliminating the unused portion of the scale, but at the same time indicating the zero line. Failure to include zero in the vertical scale is a very common omission which distorts the data and gives an erroneous visual impression." (Calvin F Schmid, "Handbook of Graphic Presentation", 1954)

"Since bars represent magnitude by their length, the zero line must be shown and the arithmetic scale must not be broken. Occasionally an excessively long bar in a series of bars may be broken off at the end, and the amount involved shown directly beyond it, without distorting the general trend of the other bars, but this practice applies solely when only one bar exceeds the scale." (Anna C Rogers, "Graphic Charts Handbook", 1961)

"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)

"A coordinate is a number or value used to locate a point with respect to a reference point, line, or plane. Generally the reference is zero. […] The major function of coordinates is to provide a method for encoding information on charts, graphs, and maps in such a way that viewers can accurately decode the information after the graph or map has been generated."  (Robert L Harris, "Information Graphics: A Comprehensive Illustrated Reference", 1996) 

"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)

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

"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)

"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)

"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 omission of zero magnifies the ups and downs in the data, allowing us to detect changes that might otherwise be ambiguous. However, once zero has been omitted, the graph is no longer an accurate guide to the magnitude of the changes. Instead, we need to look at the actual numbers." (Gary Smith, "Standard Deviations", 2014)

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