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Want to make your data visualizations sing? Email [email protected] What Chart to Use and When: Basic Best Practices for Data Visualizations How to find your inner Stephen Few, Edward Tufte, Ben Fry, & Avinash Kaushik Bruce E. Segal For Philadelphia Tableau User Group July 2011 Meeting To make your data visualizations sing, email [email protected] © Bruce E. Segal, 2012 All Rights Reserved We are overwhelmed by information …. Computers speed the process of handling information, but they don't tell us what the information means or how to communicate its meaning to decision makers Steven Few

BESegal's Data Visualization Best Practices

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Page 1: BESegal's Data Visualization Best Practices

Want to make your data visualizations sing? Email [email protected]

What Chart to Use and When: Basic Best Practices for Data Visualizations

How to find your inner Stephen Few, Edward Tufte, Ben Fry, & Avinash Kaushik

Bruce E. Segal For Philadelphia Tableau User Group

July 2011 Meeting

To make your data visualizations sing, email [email protected] © Bruce E. Segal, 2012 All Rights Reserved

We are overwhelmed by information …. Computers speed the process of handling information,

but they don't tell us what the information means or how to communicate its meaning to decision makers

–Steven Few

Page 2: BESegal's Data Visualization Best Practices

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Introduction What Chart to Use and When–Basic Data Visualization Best Practices

Goals for this Presentation:

What I Want You to Remember When You Leave The Room: 1.Tell A Story. This means we have to think about the data and look at

different charts and graphs.

2.Information Dense Presentations... Lead Viewers to Ask Questions

(but wait my viewers want answers)

3.Use a Hammer with Nails. So Use a Line Graph with Time Data… When to use line charts, bar charts, pie charts, heat maps & scatter plots.

4.Be the Hero. Show the Zero. (Use the full Y axis.)

5.Always Add Internal and External Benchmarks. They add context and

validation.

Page 3: BESegal's Data Visualization Best Practices

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The Archetypes. The Touch Stones For Data Visualization Menard’s Napoleon’s March across Europe

Tells Story. Clear + Dense Info. Data Integrity.

1.Look at financial pages – Edward Tufte tip. Those folks use density to solve

the problem of conveying lots of information, clearly, and in small space.

Page 4: BESegal's Data Visualization Best Practices

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What to Use and When

First look at ALL the data. It’s easy to think selecting part of it is more focused

or simpler. Instead it blinds you into making wrong decisions.

Get the tooth, the hole tooth and nutting but the two.

“‘Three blind analysts and a data warehouse.’ Business people struggle

every day to make sense of data, stumbling blindly, touching only

small parts of the information, and coming away with a narrow and

fragmented understanding of what it means. Conventional BI tools make it unnecessarily difficult to explore data from multiple perspectives, so analysts

tend to pursue only a limited set of predetermined questions. It is simply too

time consuming to explore the data thoroughly, allowing fresh discoveries to

lead them to comprehensive and free-flowing exploration. Without the ability

to examine data from multiple perspectives simultaneously, many of the meaningful relationships that exist in our data will remain hidden.”

–Stephen Few

http://www.perceptualedge.com/articles/Whitepapers/Three_Blind_Men.pdf

Page 5: BESegal's Data Visualization Best Practices

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What to Use and When

Line Graphs to show trends and changes over time.

Cycle Graphs special form of line graph to evaluate seasonality over time.

Bar Graphs to compare across types.

Bar Graphs to show distribution.

Pie charts to show distribution – in only one instance. 99% and 1&

Scatter Plots to show relationship or lack of relationship between two numbers.

And many others not covered here.

Juice Analytics Chart Chooser http://labs.juiceanalytics.com/chartchooser.html

Line graphs for time series

Spark lines (sizzle lines)–Tufte’s invention

Bar graphs for comparisons

Page 6: BESegal's Data Visualization Best Practices

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Cycle Charts: http://www.exceluser.com/dash/cycleplot1.htm

Page 7: BESegal's Data Visualization Best Practices

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Scatter Plots for Relationships and Trend Lines!!

Go to scatter plot example of Search Phrase on conversion rate.

Failure to use a trend line in a scatter plot contributed to the Shuttle

Challenger fuel tank explosion. http://www.datavis.ca/gallery/missed.php

Page 8: BESegal's Data Visualization Best Practices

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Histograms – Distro Curves – Bell curves and why they matter a few years after high school

http://www.isixsigma.com/tools-templates/normality/tips-recognizing-and-

transforming-non-normal-data/

Before: Raw Data

After: Fitting the Raw Data to a Normal Curve (Many steps omitted.)

Page 9: BESegal's Data Visualization Best Practices

Want to make your data visualizations sing? Email [email protected]

Page 10: BESegal's Data Visualization Best Practices

Want to make your data visualizations sing? Email [email protected]

External Benchmarks: An example

Use grey for benchmark. Note use of conclusion in title. Note use of financial combo of line over bar

graph. Note pane lines in center graphs. I might create confusion w 2 diff’t color scales for %.

If audience wants, put .tbw on screen to show how to set pane lines.

Page 11: BESegal's Data Visualization Best Practices

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Bad Graphs Examples & Why:

Graphs Gone Wild, Chart Porn, Chart Junk. Dishonest Graphs (Not to zero.

Double axis – hides the reality of the data)

Klout’s line graphs: When does a 5 point drop on a

scale of 100 look huge?

When Klout misleads you?

Page 12: BESegal's Data Visualization Best Practices

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Resources:

The Touch Stones Plus Some Others

Stephen Few:

http://www.perceptualedge.com/ His discussion forum

http://www.perceptualedge.com/discussion.htm

Edward Tufte

http://www.edwardtufte.com/tufte/index

Avinash Kaushik: Book, Blog – Occum’s Razor http://www.kaushik.net/avinash/digital-marketing-analytics-crimes-

against-humanity/

Jakob Nielsen

Naomi Robbins http://www.nbr-graphs.com/examples

Great example of charts used to tell stories

Okay Cupid Blog: http://blog.okcupid.com/ http://blog.okcupid.com/index.php/your-race-affects-whether-people-

write-you-back/

Uber: Used crime data to predict when to send cabs into a service area.

http://blog.uber.com/2011/04/11/uberdata-the-hidden-cost-of-cabs/

Page 13: BESegal's Data Visualization Best Practices

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Extreme Presentation Method: http://www.extremepresentation.com/

Data Visualization Sources

Examples of bad graphs http://www.datavis.ca/gallery/missed.php

Why Infographics are misleading

Dis-InfoGraphics or

http://www.informationisbeautiful.net/ How to do infographics right as per Stephen Few. You can present

information and data that’s engaging, informative and beautiful. Few do.

http://biblogg.no/2012/02/15/data-blooms-in-beauty-and-truth/

What Charts To Use When and Why

Alan Smithee, great examples of charts to use and when

http://www.alansmitheepresents.org/

Great info about which graph to use and when. Juice Analytics http://chartchooser.juiceanalytics.com/

More great info on which chart to use when:

http://www.add-knowledge.com/

Page 14: BESegal's Data Visualization Best Practices

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Tableau’s what graph to use when .pdf http://www.tableausoftware.com/learn/whitepapers/which-chart-or-graph-

is-right-for-you

Miller Samuel, the NYT chart company

http://www.millersamuel.com/ Sparklines, Beanlines and more oh my

http://sparklines-excel.blogspot.com/

An example of Cohort Analysis:

http://www.mininglabs.com

Use Histograms and data transformation to id the true outliers http://www.isixsigma.com/tools-templates/normality/tips-recognizing-

and-transforming-non-normal-data/