Wednesday, April 27, 2011

a good chart takes time

Last month, I spoke at the GMN Conference in Seattle. Leading up to the conference, I asked participants to send me examples of data visualizations on which they would like my feedback. The following was one such submission. The slide was titled "more generational differences".


The title made clear that the graph was intended to show differences. After scanning through the bars, I see by the legend at the bottom that I'm looking at Baby Boomers in red and Millennials in blue. Now that I've deciphered what I'm looking at, my eye scans back up over the bars to look for interesting differences. I see a big gap in the proportion who have created social network profiles. And some other gaps. I've been able to come up with a couple interesting observations, but it's taking some time and I feel like there might be more nuanced insights that I'm overlooking. I think we can remedy this (and also reduce the burden of work we're putting on the audience) by making a few relatively quick changes.

Here's my makeover:


Here's an overview of the changes I made and why:
  • Title and legend: Every graph needs a title! Think of it as an introduction to your audience (audience, meet my chart) - it ensures they know what they're looking at. This also frees up your slide title to call out something more interesting than the title of your graph. In regards to the legend: in Western cultures, most people read from left to right, top to bottom, so by placing the legend at the upper left, we make it so the audience encounters how to read the chart before they get to the actual data. It's a nice thing to do, and makes it so the audience doesn't have to search to figure out what's they're looking at.
  • Color scheme: the bold text and red and blue series on the original graph are all of similar strength, which means they're all vying equally for the audience's attention. In the remake, I've provided a visual order of priority through the colors. I drew the audience's attention to the Millenials trend in blue, made the Baby Boomers trend grey, so it's still there for comparison but isn't competing for attention. 
  • Text: I found the bold text in the original version distracting, so cleaned that up and also right-aligned the labels and made the spacing such that each label would fit on one line (trick: you get more flexibility in Excel by having your labels in cells in the worksheet, rather than on the graph directly; just be careful that your labels line up correctly with the data). I also labeled my x axis (% agreeing with statement) to make it clear to the audience what they are looking at. (Every axis needs a label!)
  • Order: It wasn't clear to me that there was an intentional scheme to the ordering in the initial graph. I played around with this a bit. Since the original slide title called out the difference, I decided to actually show that on the graph and arranged the information in descending order of difference.
It turns out that the original chart is what you get if you put the data into Excel and let it create a chart for you (I realized this when I initially graphed the data - it looked just like the original chart, with the exception of the bold text - that was an explicit choice). 

Creating a chart in Excel should be considered the first step of your data visualization process, not your last. 

Once you have the initial graph, look at it. Think about the point you want to make and how you can make that point clear to your audience. Draw attention through explicit use of color. Push things that don't need to draw attention to the background. Basically, play around with emphasis and de-emphasis. Label everything. Think about whether there is an intrinsic order that you should leverage. A good chart takes time, but it's time well spent if it allows you to draw better insights or make a point to your audience (and hold their attention long enough to make it!).

Monday, March 21, 2011

GMN conference

This afternoon, I had the pleasure of presenting at the annual Grants Managers Network Conference that is underway in Seattle. The topic: data visualization (the 90-minute session was an abbreviated version of the course I teach internally at Google, plus a section with makeovers of visuals submitted by participants that show the main learnings in practice). The audience: 100+ grants managers from philanthropic organizations across the country, an engaged bunch full of questions and evident interest in learning more about storytelling with data.

I get energized when I speak on this topic. A quick related anecdote: last week, I was attending an internal manager training on inspiring one's team. As part of one exercise, I had to compose 'my sentence' - a sentence that motivates and inspires me. The sentence I wrote down was as follows: To help rid Google and the world of ineffective graphs, one exploding, 3D pie chart at a time. The session today was a step along this path.

So often, the visual communication of information is an afterthought - the work and energy goes into jumping over hurdles just to get to the data and make sense of it - too little time is devoted to the visual part that other people see. If attendees take one thing from today's session, I hope it is to spend time on this piece. Use affordances (pre-attentive attributes, like color and size) to help the audience understand where to devote their attention; strip out the clutter that doesn't need to be there.

One of the reasons I enjoy data visualization is because it sits at the intersection of art and science. As a designer of infographics (which, if you ever find yourself making a graph, you are), you just want to make sure you use your artistic licence to make information easier for your audience to get at, not more difficult. On the science side, there are a few never-to-be-broken rules I covered today that I'll recap here:
  • Color should always be an explicit choice (don't let Excel make this important decision for you!)
  • Never use 3D (unless you are actually depicting something that is 3-dimensional!)
  • Every graph needs a title; every axis needs a label (no exceptions!)

A quick note to anyone who attended the session this afternoon: Thanks for stopping by! Please leave me a comment if there's anything in particular you found useful, or if you have any feedback that I should take into account for future sessions. The books and tools I referred to in the session can be found by following the 'recommended reading' and 'additional resources' links on the left, respectively (in particular, I'd recommend Stephen Few's book, Show Me the Numbers; tool-wise, Tableau was the one we spent a little time talking about). If you're interested in contacting me to talk more, follow the 'email me' link at the top left of this page. Thank you for a great session, and I appreciate your help in reducing ineffective visual displays of information - I hope you find yourself putting what we discussed today into practice!

Sunday, March 6, 2011

think brilliant infographic

Infographics are increasingly prevalent in the media and elsewhere. At a high level, the goal of the information-graphic is to show information across various dimensions of a single topic or related topics in a way that is easier to digest than words alone would be.

The combination of art and data often yields an attention-grabbing visual. While almost always visually appealing, one point of struggle is that they are not always as easy to read as one might hope. Sexiness in many cases is valued over clarity of information.

A recent post on thinkbrilliant.com uses the infographic itself to highlight some of these issues:

View original image.

The descriptions get increasingly amusing as you move down the page. My favorite snippet is the text that accompanies the pie chart: this is the same graph only in pie shape form. this was done to overemphasize a very simple point but now you think it's really important.

When it comes to the visualizations shown on this satire - two words of advice: avoid them!