"To a very striking degree our culture has become a Statistical culture. Even a person who may never have heard of an index number is affected [...] by [...] of those index numbers which describe the cost of living. It is impossible to understand Psychology, Sociology, Economics, Finance or a Physical Science without some general idea of the meaning of an average, of variation, of concomitance, of sampling, of how to interpret charts and tables." (Carrol D Wright, 1887)
"Graphic representation by means of charts depends upon the super-position of special lines or curves upon base lines drawn or ruled in a standard manner. For the economic construction of these charts as well as their correct use it is necessary that the standard rulings be correctly designed." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)
"It is not possible to lay down any hard and fast rules for determining what chart is the best for any given problem. Ordinarily that one is the best which will produce the quickest and clearest results. but unfortunately it is not always possible to construct the clearest one in the least time. Experience is the best guide. Generally speaking, a rectilinear chart is best adapted for equations of the first degree, logarithmic for those other than the first degree and not containing over two variables, and alignment charts where there are three or more variables. However, nearly every person becomes more or less familiar with one type of chart and prefers to adhere to the use of that type because he does not care to take the time and trouble to find out how to use the others. It is best to know what the possibilities of all types are and to be governed accordingly when selecting one or the other for presenting or working out certain data." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)
"Many people imagine that graphic charts cannot be understood except by expert mathematicians who have devoted years of study to the subject. This is a mistaken idea, and if instead of passing over charts as if they were something beyond their comprehension more people would make an effort to read them, much valuable time would be saved. It is true that some charts covering technical data are difficult even for an expert mathematician to understand, but this is more often the fault of the person preparing the charts than of the system." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)
"The best-known function of charts is for demonstration purposes, to show up facts. When so presented they do not require a trained mind for their appreciation, since the spatial sense through the optic nerve is among the commonest of the human attributes." (Allan C Haskell, "How to Make and Use Graphic Charts", 1919)
"Factual science may collect statistics, and make charts. But its predictions are, as has been well said, but past history reversed." (John Dewey, "Art as Experience", 1934)
"Although, the tabular arrangement is the fundamental form for presenting a statistical series, a graphic representation - in a chart or diagram - is often of great aid in the study and reporting of statistical facts. Moreover, sometimes statistical data must be taken, in their sources, from graphic rather than tabular records." (William L Crum et al, "Introduction to Economic Statistics", 1938)
"Graphic charts have often been thought to be tools of those alone who are highly skilled in mathematics, but one needs to have a knowledge of only eighth-grade arithmetic to use intelligently even the logarithmic or ratio chart, which is considered so difficult by those unfamiliar with it. […] If graphic methods are to be most effective, those who are unfamiliar with charts must give some attention to their fundamental structure. Even simple charts may be misinterpreted unless they are thoroughly understood. For instance, one is not likely to read an arithmetic chart correctly unless he also appreciates the significance of a logarithmic chart." (John R Riggleman & Ira N Frisbee, "Business Statistics", 1938)
"One of the greatest values of the graphic chart is its use in the analysis of a problem. Ordinarily, the chart brings up many questions which require careful consideration and further research before a satisfactory conclusion can be reached. A properly drawn chart gives a cross-section picture of the situation. While charts may bring out. hidden facts in tables or masses of data, they cannot take the place of careful, analysis. In fact, charts may be dangerous devices when in the hands of those unwilling to base their interpretations upon careful study. This, however, does not detract from their value when they are properly used as aids in solving statistical problems." (John R Riggleman & Ira N Frisbee, "Business Statistics", 1938)
"The eye can accurately appraise only very few features of a diagram, and consequently a complicated or confusing diagram will lead the reader astray. The fundamental rule for all charting is to use a plan which is simple and which takes account, in its arrangement of the facts to be presented, of the above-mentioned capacities of the eye." (William L Crum et al, "Introduction to Economic Statistics", 1938)
"In making up the charts, keep them simple. One idea to a page and not too much detail is a good rule. Try to get variety in the subject matter - now a chart, next a diagram, then a tabulation. Such variety helps hold audience attention." (Edward J Hegarty, "How to Use a Set of Display Charts", The American Statistician Vol. 2 (5), 1948)
"If the audience can see all the charts at once, they may get a different story from the one you want them to get. Show the charts one at a time. If you have only one chart, keep it covered until you are ready to use it. Take full advantage of the element of surprise. If you use charts which open like a book, use only one page for the message." (Edward J Hegarty, "How to Use a Set of Display Charts", The American Statistician Vol. 2 (5), 1948)
"Try telling the story in words different from those on the
charts. […] If the chart shows a picture, describe the picture. Tell what it
shows and why it is shown. If it is a diagram, explain it. Don't leave the audience
to figure it out. No matter how simple the story shown, tell it in your own
words: but remember that explaining a chart doesn't mean reading it out loud." (Edward
J Hegarty, "How to Use a Set of Display Charts", The American Statistician Vol. 2
(5), 1948)
"Extrapolations are useful, particularly in the form of soothsaying called forecasting trends. But in looking at the figures or the charts made from them, it is necessary to remember one thing constantly: The trend to now may be a fact, but the future trend represents no more than an educated guess. Implicit in it is 'everything else being equal' and 'present trends continuing'. And somehow everything else refuses to remain equal." (Darell Huff, "How to Lie with Statistics", 1954)
"Planning is essentially the analysis and measurement of materials and processes in advance of the event and the perfection of records so that we may know exactly where we are at any given moment. In short it is attempting to steer each operation and department by chart and compass and chronometer - not by guess and by God." (Lyndall Urwick, "The Pattern of Management", 1956)
"However informative and well designed a statistical table may be, as a medium for conveying to the reader an immediate and clear impression of its content, it is inferior to a good chart or graph. Many people are incapable of comprehending large masses of information presented in tabular form; the figures merely confuse them. Furthermore, many such people are unwilling to make the effort to grasp the meaning of such data. Graphs and charts come into their own as a means of conveying information in easily comprehensible form." (Alfred R Ilersic, "Statistics", 1959)
"Simplicity, accuracy. appropriate size, proper proportion, correct emphasis, and skilled execution - these are the factors that produce the effective chart. To achieve simplicity your chart must be designed with a definite audience in mind, show only essential information. Technical terms should be absent as far as possible. And in case of doubt it is wiser to oversimplify than to make matters unduly complex. Be careful to avoid distortion or misrepresentation. Accuracy in graphics is more a matter of portraying a clear reliable picture than reiterating exact values. Selecting the right scales and employing authoritative titles and legends are as important as precision plotting. The right size of a chart depends on its probable use, its importance, and the amount of detail involved." (Anna C Rogers, "Graphic Charts Handbook", 1961)
"Without adequate planning. it is seldom possible to achieve either proper emphasis of each component element within the chart or a presentation that is pleasing in its entirely. Too often charts are developed around a single detail without sufficient regard for the work as a whole. Good chart design requires consideration of these four major factors: (1) size, (2) proportion, (3) position and margins, and (4) composition." (Anna C Rogers, "Graphic Charts Handbook", 1961)
"A model is a qualitative or quantitative representation of a process or endeavor that shows the effects of those factors which are significant for the purposes being considered. A model may be pictorial, descriptive, qualitative, or generally approximate in nature; or it may be mathematical and quantitative in nature and reasonably precise. It is important that effective means for modeling be understood such as analog, stochastic, procedural, scheduling, flow chart, schematic, and block diagrams." (Harold Chestnut, "Systems Engineering Tools", 1965)
"Charts not only tell what was, they tell what is; and a trend from was to is (projected linearly into the will be) contains better percentages than clumsy guessing." (Robert A Levy, "The Relative Strength Concept of Common Stock Forecasting", 1968)
"Charts and graphs are a method of organizing information for a unique purpose. The purpose may be to inform, to persuade, to obtain a clear understanding of certain facts, or to focus information and attention on a particular problem. The information contained in charts and graphs must, obviously, be relevant to the purpose. For decision-making purposes. information must be focused clearly on the issue or issues requiring attention. The need is not simply for 'information', but for structured information, clearly presented and narrowed to fit a distinctive decision-making context. An advantage of having a 'formula' or 'model' appropriate to a given situation is that the formula indicates what kind of information is needed to obtain a solution or answer to a specific problem." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)
"It is almost impossible to define 'time-sequence chart' in a clear and unambiguous manner because of the many forms and adaptations open to this type of chart. However. it might be said that, in essence, time-sequence chart portrays a chain of activities through time, indicates the type of activity in each link of the chain, shows clearly the position of the link in the total sequence chain, and indicates the duration of each activity. The time sequence chart may also contain verbal elements explaining when to begin an activity, how long to continue the activity, and a description of the activity. The chart may also indicate when to blend a given activity with another and the point at which a given activity is completed. The basic time-sequence chart may also be accompanied by verbal explanations and by secondary or contributory charts." (Cecil H Meyers, "Handbook of Basic Graphs: A modern approach", 1970)
"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." (W Edwards Deming, "On Probability as Basis for Action", American Statistician Vol. 29 (4), 1975)
"The types of graphics used in operating a business fall into three main categories: diagrams, maps, and charts. Diagrams, such as organization diagrams, flow diagrams, and networks, are usually intended to graphically portray how an activity should be, or is being, accomplished, and who is responsible for that accomplishment. Maps such as route maps, location maps, and density maps, illustrate where an activity is, or should be, taking place, and what exists there. [...] Charts such as line charts, column charts, and surface charts, are normally constructed to show the businessman how much and when. Charts have the ability to graphically display the past, present, and anticipated future of an activity. They can be plotted so as to indicate the current direction that is being followed in relationship to what should be followed. They can indicate problems and potential problems, hopefully in time for constructive corrective action to be taken." (Robert D Carlsen & Donald L Vest, "Encyclopedia of Business Charts", 1977)
"What you may call a graph, someone else may call a chart, for both terms are used for the same thing. Actually, however. the word 'chart' was originally used only for navigation maps and diagrams. Most people agree that it is best to leave the term 'chart' to the navigators." (Dyno Lowenstein, "Graphs", 1976)
"A good graphic must give the impression that its various parts all belong together. They must be arranged in such a way that the illustration looks like a single entity. A good graphic chart should be more than just the sum of its individual lines, shapes, and shades. It should be more than the individual bars in a bar chart, more than the pieces of a pie chart, more than the boxes in a flow chart. Unity requires the establishment of coherent relationships among the component parts of the drawing. These relationships can be depicted in a very direct manner through the use of connecting lines that serve to connect shapes." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)
"Graphic charts are ways of presenting quantitative as well as qualitative information in an efficient and effective visual form. Numbers and ideas presented graphically are often more easily understood. remembered. and integrated than when they are presented in narrative or tabular form. Descriptions. trends. relationships, and comparisons can be made more apparent. Less time is required to present and comprehend information when graphic methods are employed. As the old truism states, 'One picture is worth a thousand words.'" (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)
"Graphic forms help us to perform and influence two critical functions of the mind: the gathering of information and the processing of that information. Graphs and charts are ways to increase the effectiveness and the efficiency of transmitting information in a way that enhances the reader's ability to process that information. Graphics are tools to help give meaning to information because they go beyond the provision of information and show relationships, trends, and comparisons. They help to distinguish which numbers and which ideas are more important than others in a presentation." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)
"Unlike some art forms. good graphics should be as concrete. geometrical, and representational as possible. A rectangle should be drawn as a rectangle, leaving nothing to the reader's imagination about what you are trying to portray. The various lines and shapes used in a graphic chart should be arranged so that it appears to be balanced. This balance is a result of the placement of shapes and lines in an orderly fashion." (Robert Lefferts, "Elements of Graphics: How to prepare charts and graphs for effective reports", 1981)
"We would wish ‘numerate’ to imply the possession of two attributes. The first of these is an ‘at-homeness’ with numbers and an ability to make use of mathematical skills which enable an individual to cope with the practical mathematical demands of his everyday life. The second is ability to have some appreciation and understanding of information which is presented in mathematical terms, for instance in graphs, charts or tables or by reference to percentage increase or decrease." (Cockcroft Committee, "Mathematics Counts: A Report into the Teaching of Mathematics in Schools", 1982)
"[…] 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)
"[decision trees are the] most picturesque of all the allegedly scientific aids to making decisions. The analyst charts all the possible outcomes of different options, and charts all the latters' outcomes, too. This produces a series of stems and branches (hence the tree). Each of the chains of events is given a probability and a monetary value." (Robert Heller, "The Pocket Manager", 1987)
"A chart is a bridge between you and your readers. It reveals your skills at comprehending the source information, at mastering presentation methods and at producing the design. Its success depends a great deal on your readers ' understanding of what you are saying, and how you are saying it. Consider how they will use your chart. Will they want to find out from it more information about the subject? Will they just want a quick impression of the data? Or will they use it as a source for their own analysis? Charts rely upon a visual language which both you and your readers must understand." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)
"Charts and diagrams are the visual presentation of information. Since text and tables of information require close study to obtain the more general impressions of the subject, charts can be used to present readily understandable, easily digestible and, above all, memorable solutions." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)
"Charts offer opportunities to distort information, to misinform. An old adage can be extended to read: 'There are lies, damned lies, statistics and charts'. Our visual impressions are often more memorable than our understanding of the facts they describe. [...] Never let your design enthusiasms overrule your judgement of the truth." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)
"Wherever information has to be presented, charts offer an alternative to text and tables of figures. They are concise, memorable often intelligible without language, and can make significant additions to the story." (Bruce Robertson, "How to Draw Charts & Diagrams", 1988)
"90 percent of all problems can be solved by using the techniques of data stratification, histograms, and control charts. Among the causes of nonconformance, only one-fifth or less are attributable to the workers." (Kaoru Ishikawa, The Quality Management Journal Vol. 1, 1993)
"A good chart delineates and organizes information. It communicates complex ideas, procedures, and lists of facts by simplifying, grouping, and setting and marking priorities. By spatial organization, it should lead the eye through information smoothly and efficiently." (Mary H Briscoe, "Preparing Scientific Illustrations: A guide to better posters, presentations, and publications" 2nd ed., 1995)
"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 illusion of randomness gradually disappears as the skill in chart reading improves." (John W Murphy, "Technical Analysis of the Financial Markets", 1999)
"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)
"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)
"A good graph displays relationships and structures that are difficult to detect by merely looking at the data." (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)
"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)
"Always bear in mind that the purposes of any chart are (1) to help gather, organize or visualize the facts; (2) to aid in analyzing them; (3) to help in developing the better method and evaluating it; (4) to assist in convincing management of the improvement’s value." (Ben B Graham, "Detail Process Charting: Speaking the Language of Process", 2004)
"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 diff i cult to estimate them from a pie chart than from a bar chart […]." (Jenny Freeman et al, "How to Display Data", 2008)
"When displaying information visually, there are three questions one will find useful to ask as a starting point. Firstly and most importantly, it is vital to have a clear idea about what is to be displayed; for example, is it important to demonstrate that two sets of data have different distributions or that they have different mean values? Having decided what the main message is, the next step is to examine the methods available and to select an appropriate one. Finally, once the chart or table has been constructed, it is worth reflecting upon whether what has been produced truly reflects the intended message. If not, then refine the display until satisfied; for example if a chart has been used would a table have been better or vice versa?" (Jenny Freeman et al, "How to Display Data", 2008)
"Where there is no natural ordering to the categories it can be helpful to order them by size, as this can help you to pick out any patterns or compare the relative frequencies across groups. As it can be difficult to discern immediately the numbers represented in each of the categories it is good practice to include the number of observations on which the chart is based, together with the percentages in each category." (Jenny Freeman et al, "How to Display Data", 2008)
"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)
"The amount of information rendered in a single financial graph is easily equivalent to thousands of words of text or a page-sized table of raw values. A graph illustrates so many characteristics of data in a much smaller space than any other means. Charts also allow us to tell a story in a quick and easy way that words cannot." (Brian Suda, "A Practical Guide to Designing with Data", 2010)
"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)
"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 overuse of bubble charts in news media is a good example of how infographics departments can become more worried about how their projects look than with how they work." (Alberto Cairo, "The Functional Art", 2011)
"The simplicity of the process behavior chart can be deceptive. This is because the simplicity of the charts is based on a completely different concept of data analysis than that which is used for the analysis of experimental data. When someone does not understand the conceptual basis for process behavior charts they are likely to view the simplicity of the charts as something that needs to be fixed. Out of these urges to fix the charts all kinds of myths have sprung up resulting in various levels of complexity and obstacles to the use of one of the most powerful analysis techniques ever invented." (Donald J Wheeler, "Myths About Data Analysis", International Lean & Six Sigma Conference, 2012)
"Diagrams furnish only approximate information. They do not add anything to the meaning of the data and, therefore, are not of much use to a statistician or research worker for further mathematical treatment or statistical analysis. On the other hand, graphs are more obvious, precise and accurate than the diagrams and are quite helpful to the statistician for the study of slopes, rates of change and estimation, (interpolation and extrapolation), wherever possible." (S C Gupta & Indra Gupta, "Business Statistics", 2013)
"Readability in visualization helps people interpret data and make conclusions about what the data has to say. Embed charts in reports or surround them with text, and you can explain results in detail. However, take a visualization out of a report or disconnect it from text that provides context (as is common when people share graphics online), and the data might lose its meaning; or worse, others might misinterpret what you tried to show." (Nathan Yau, "Data Points: Visualization That Means Something", 2013)
"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)
"Graphs can help us interpret data and draw inferences. They can help us see tendencies, patterns, trends, and relationships. A picture can be worth not only a thousand words, but a thousand numbers. However, a graph is essentially descriptive - a picture meant to tell a story. As with any story, bumblers may mangle the punch line and the dishonest may lie." (Gary Smith, "Standard Deviations", 2014)
"Graphs should not be mere decoration, to amuse the easily bored. A useful graph displays data accurately and coherently, and helps us understand the data. Chartjunk, in contrast, distracts, confuses, and annoys. Chartjunk may be well-intentioned, but it is misguided. It may also be a deliberate attempt to mystify." (Gary Smith, "Standard Deviations", 2014)
"Numbers are not inherently tedious. They can be illuminating, fascinating, even entertaining. The trouble starts when we decide that it is more important for a graph to be artistic than informative." (Gary Smith, "Standard Deviations", 2014)
"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)
"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)
"Charts are always an interpretation of data, in the same way that a photo is an interpretation of reality, no matter how objective it may seem. This should be not only recognized but encouraged within an ethical framework that seeks to identify its own subjectivity and minimize its influence on choices. There can be no contradiction between 'what I want to say' and 'what the data say'. This difference is often difficult to detect, especially when the subject’s message is fully determined by his beliefs, ideological position, and activism." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)
"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)
"The most pragmatic way of beginning the data visualization process is with a question, and then making a chart that answers that question. […] Certain charts are better suited to answer certain questions than others, but you should take this relationship as a broad principle. Subtle changes in the question and in the chart design can impact the results. Having a clear goal in mind and knowing what type of visualization could be more effective can help us reduce the range of options of chart types and design choices." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)
"When we use the number of dimensions as the classification criterion of visual displays, we get four distinct groups: charts, networks, and maps, along with figurative visualizations as a special group." (Jorge Camões, "Data at Work: Best practices for creating effective charts and information graphics in Microsoft Excel", 2016)
"Creating effective visualizations is hard. Not because a dataset requires an exotic and bespoke visual representation - for many problems, standard statistical charts will suffice. And not because creating a visualization requires coding expertise in an unfamiliar programming language [...]. Rather, creating effective visualizations is difficult because the problems that are best addressed by visualization are often complex and ill-formed. The task of figuring out what attributes of a dataset are important is often conflated with figuring out what type of visualization to use. Picking a chart type to represent specific attributes in a dataset is comparatively easy. Deciding on which data attributes will help answer a question, however, is a complex, poorly defined, and user-driven process that can require several rounds of visualization and exploration to resolve." (Danyel Fisher & Miriah Meyer, "Making Data Visual", 2018)
"Analysis is a two-step process that has an exploratory and an explanatory phase. In order to create a powerful data story, you must effectively transition from data discovery (when you’re finding insights) to data communication (when you’re explaining them to an audience). If you don’t properly traverse these two phases, you may end up with something that resembles a data story but doesn’t have the same effect. Yes, it may have numbers, charts, and annotations, but because it’s poorly formed, it won’t achieve the same results." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)
"When visuals are applied to data, they can enlighten the audience to insights that they wouldn’t see without charts or graphs. Many interesting patterns and outliers in the data would remain hidden in the rows and columns of data tables without the help of data visualizations. They connect with our visual nature as human beings and impart knowledge that couldn’t be obtained as easily using other approaches that involve just words or numbers." (Brent Dykes, "Effective Data Storytelling: How to Drive Change with Data, Narrative and Visuals", 2019)
"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)
"Aligning on data ink can be a powerful way to build relationships across charts. It can be used to obscure the lines between charts, making the composition feel more seamless. [....] Alignment paradigms can also influence the layout design needed. [...] The layout added to the alignment further supports this relationship." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
"Beyond basic charts, practitioners must also learn to compose visualizations together elegantly. The perceptual stage focuses on making the literal charts more precise as well as working to de-emphasize the entire piece. Design choices start to consider distractions, reducing visual clutter and centering on the message. Minimalism is espoused as a core value with an emphasis on shifting toward precision as accuracy. This is the most common next step for practitioners. Minimalism is also a key stage in maturation. It is experimentation at one extreme that helps practitioners distill down to core, shared practices." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
"Beyond the design of individual charts, the sequence of data visualizations creates grammar within the exposition. Cohesive visualizations follow common narrative structures to fully express their message. Order matters." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
"Like multimodal reading, data literacy relies on both primary literacy skills and numeracy skills to truly make sense of the third layer: reading and understanding graphs. Charts codify numbers visually into parameters, using stylized marks to embed additional layers of meaning and space to provide quantitative relationships. Beyond the individual chart, data visualizations create ensembles of charts." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
"The sizes of charts in space reflect how we convey information to a reader. In a dashboard context, the content, size, and space that the various charts occupy should reflect the form and function of the main message. As you saw with the bento box metaphor from the introduction, there needs to be deliberate thought put into the placement and size of each individual chart so that they all work together in harmony." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
"[...] to support a conversation, charts need to provide cohesive and relevant responses to a user's intent. Sometimes the interface needs to respond by changing the visual encoding of existing charts, while in other cases, it is necessary to create a new chart to support the analytical conversation. In addition to appropriate visualization responses, it is critical to help the user understand how the system has interpreted their intent by producing appropriate feedback and allowing them to clarify if necessary." (Vidya Setlur & Bridget Cogley, "Functional Aesthetics for data visualization", 2022)
"Charts used to confirm are less formal, and designed well enough to be interpreted, but they don’t always have to be presentation worthy. […] Or maybe you don’t know what you’re looking for […] This is exploratory work - rougher still in design, usually iterative, sometimes interactive. Most of us don’t do as much exploratory work as we do declarative and confirmatory; we should do more. It’s a kind of data brainstorming." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)
"In general, charts that contain enough data to take minutes, not seconds, to digest will work better on paper or a personal screen, for an individual who’s not being asked to listen to a presentation while trying to take in so much information." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)
"We see first what stands out. Our eyes go right to change and difference - peaks, valleys, intersections, dominant colors, outliers. Many successful charts - often the ones that please us the most and are shared and talked about - exploit this inclination by showing a single salient point so clearly that we feel we understand the chart’s meaning without even trying." (Scott Berinato, "Good Charts : the HBR guide to making smarter, more persuasive data visualizations", 2023)
