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  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    1

    Show Me the NumbersCommunicating Effectively with Charts

    Stephen Few

    In 1786, an iconoclastic Scot William Playfair published a small atlas that introduced or greatly improved most of the quantitative graphs that we use today.

    Prior to this, graphs of quantitative data were little known.

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    2

    Today, 220 years later, partly due to the arrival of the PC, graphs are commonplace, fully integrated into the fabric of modern communications.

    Surprisingly, however, Playfairs innovative efforts sprung from meager precedent are still superior to most of the graphs produced today.

    A powerful language,with such promise,

    is largely being wasted!

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    3

    Despite a recent explosion in available data, most lies stagnant in ever-expanding pools.

    Data is useless until we understand what it means and can clearly communicate that meaning to those who need it, those whose decisions affect our world.

    Sohere you are today.

    You have a choice.

    You can demand better.

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    4

    Finally

    Effective network monitoring has arrived!

    Near real-time

    Phenomenally user-friendly

    Instant insight effective response

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    5

    Just show me the numbers!

    We are awash in data.

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    6

    Why? Numbers are critical to business.

    Right?

    Were getting better at handling numbers

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    7

    Are you sure it isnt in here?

    Do you know where your Business Intelligence (BI) investment is now?

    Quantitative information is primarily communicated through tables and graphs.

    But few communicate effectively. Why?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    8

    Intentional deceit is no longer our biggest problem

    Numbers need never be vague or ambiguous

    3+2=??!!#!!!&%***@!

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    9

    What happened?

    The PC happened!

    Numbers are commonly obscured, then made to look .

    Example #1 - Poor

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    10

    Example #1 - Good

    Example #2 - Poor

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    11

    Example #2 - Good

    Example #3 - Poor

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    12

    Example #3 - Worse

    Example #3 - Good

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    13

    Example #4 - Poor

    Example #4 - Good

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    14

    Warning!

    Even software vendors encourage poor design

    Example: Totals of something or other by year

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    15

    Example: Percentage revenue per product line

    Example: Revenue by service line

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    16

    Example: Purchases by product line and buyer

    Example: Profit by part and month

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    17

    Example: Revenue by sales channel and quarter

    Example: Revenue by product and quarter

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    18

    Example: Expenses by GL account category and account

    Example: Hotel revenue by service and quarter

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    19

    Example: Revenue vs. costs per month

    Example: Your guess is as good as mine

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    20

    Do the vendors poor examples matter?

    Contest Scenario:This scenario involves the display of departmental salary expenses. It is used by the VP of Human Resources to compare the salary expenses of the companys eight departments as they fluctuate through time, in total and divided between exempt and non-exempt employees.

    Time-Series Solution #1

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    21

    Time-Series Solution #2

    Time-Series Solution #3

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    22

    Time-Series Solution #4

    Time-Series Solution One that works

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    23

    What do tables and graphs help us do?

    Above all else show the data.Edward Tufte

    Thinkand

    Communicate

    Communication problems whether verbal or visual are basically the same

    I returned, and saw under the sun, that the race is not to the swift, nor the battle to the strong, neither yet bread to the wise, nor yet riches to men of understanding, nor yet favor to men of skill; but time and chance happen to them all.

    Ecclesiastes 9:11 (King James version of the Bible)

    Objective consideration of contemporary phenomena compels the conclusion that success or failure in competitive activities exhibits no tendency to be commensurate with innate capacity, but that a considerable element of the unpredictable must invariably be taken into account.

    George Orwells rewrite of this passage into bloated prose

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    24

    The two fundamental challenges of data presentation

    1. Determining the medium that tells the story best

    2. Designing the visual components to tell the story clearly

    0

    10

    20

    30

    40

    50

    60

    70

    80

    90

    1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

    East

    West

    North

    From

    toRevenue

    0

    20

    40

    60

    80

    100

    1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

    Year 2003

    U.S.$East West North

    1,592,36777,211Total

    845,98442,374Beverage

    746,38334,837Food

    RevenueUnits SoldProduct

    or

    0 20 40 60 80

    Marketing

    Operations

    Finance

    Sales

    andwhich kind?

    Either

    Match the display to your message

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    25

    Eeney, meeney, miney, moe what type of display should I use this time?

    or

    Used to look up individual values

    Tables work best when

    Used to compare individual values Data must be precise You must include multiple units of measure

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    26

    What do graphs do best?

    Graphs show relationships between values by giving them shape.

    Graphs bring relationships to light

    Whats the message?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    27

    Quantitative messages always involve relationships.

    Relationship? Time Series

    Time

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    28

    RankingRelationship?

    1

    2

    3

    4

    5

    6

    7

    8

    Part-to-WholeRelationship?

    + + + =100%

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    29

    DeviationRelationship?

    DistributionRelationship?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    30

    CorrelationRelationship?

    Nominal ComparisonRelationship?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    31

    Nominal comparison Time-series Ranking Part-to-whole Deviation Distribution Correlation

    The seven common relationships in graphs

    Whats the other half?

    Knowing the right medium is half the battle.

    Designing each component to speak clearly.

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    32

    The power of visual perception

    70% 30%

    Visual perception is not just camera work

    Square A is darker than B, right?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    33

    We perceive differences, not absolutes

    Take a closer look

    Context affects visual perception

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    34

    Save the pies for dessert!

    What about grid lines in graphs?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    35

    What about 3-D? Its so cute!!!

    But what if theres a 3rd variable?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    36

    Can you ever show too much?

    Is more color always better?

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    37

    Color choices make a difference

    Business intelligence and data visualization

    Emphasis on technology Emphasis on human ability

  • Show Me the Numbers: Communicating Effectively with ChartsStephen Few, Perceptual Edge

    The DAMA International Symposium & WILSHIRE Meta-Da ta ConferenceDenver, Colorado April 23-27, 2006

    38

    You have a choice to make!

    To communicate

    or not to communicate,

    that is the question!