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The Science of Visual Analysis
PRESENTED BY
Jock D. Mackinlay
Senior Director, Visual Analysis
Tableau Software
Dedicated to Jacques Bertin
• French cartographer
• July 27, 1918 to May 3, 2010
• Semiologie Graphique (Semiology of Graphics), University of
Wisconsin Press, 1967
Rich Gold’s 4 hats of creativity
Humans are slow at mental math
34
X 72 ------------------
Humans are faster when they use the world
34
X 72 ------------------
68
23180
------------------
2448
People use the world: Asking for directions
People use the world: Asking for directions
People use the world: Asking for directions
Interruptions can make people slow
From Rensink: http://www2.psych.ubc.ca/~rensink/flicker/download/
Interruptions can make people slow
The human visual system
Eye Brain
From the Texas School for the Blind and Visually Impaired
©2012 Tableau Software Inc. All rights reserved.
This is not a camera
The human visual system is powerful
How many 9s?
The human visual system is powerful
Accountants exploit pop-out
The human visual system is powerful
©2012 Tableau Software Inc. All rights reserved.
Lesson:
Exploit the power of the
human visual system
You have to look
to see
Pattern of eye motions when asked to identify the age of the people in the painting “An Unexpected Visitor,” by I.E. Repin. From Yarbus, 1967
Eyes move continuously, directed by task and attention (saccades)
Where you look depends on task
©2012 Tableau Software Inc. All rights reserved.
Visual processing is bi-directional
Based on Information Visualization: Perception for Design, 2nd Ed, 2004 By Colin Ware
Features Patterns Objects
Bottom-up: build patterns
Top-down: directs and reinforces
©2012 Tableau Software Inc. All rights reserved.
Bertin’s 3 levels of reading: Simple
Bertin’s 3 levels of reading: Intermediate
Bertin’s 3 levels of reading: Global
©2012 Tableau Software Inc. All rights reserved.
Lesson:
There is no single view:
iterate, explore, and
experiment
©2012 Tableau Software Inc. All rights reserved.
The Cycle of Visual Analysis
Reference model for Information Visualization
From
Readings in Information Visualization:
Using Vision to Think
Card, Mackinlay, Shneiderman, 1999
Data
Transformations
Data
Raw
Data
Data
Tables
Human Interaction (controls)
Visual
Mappings
View
Transformations
View Task
Visual
Structures Views
Graphical Vocabulary
Marks
Points
Lines
Areas
Position
Retinal
Color
Size
Shape
Gray
Orientation
Texture
x x x x x
x
x
x
x
x x
x
x x
x x
From
Semiology of Graphics, 1967 Jacques Bertin
©2012 Tableau Software Inc. All rights reserved.
Length
Position More accurate
Less accurate
Angle Slope
Size
Color Density
From Graphical perception: theory, experimentation and application to the development of graphical methods Cleveland & McGill, Journal of the American Statistical Association, 1984
Effectiveness
Quantitative Data
©2012 Tableau Software Inc. All rights reserved.
Quantitative:
Position > Length
©2012 Tableau Software Inc. All rights reserved.
Quantitative:
Position > Size > Color
Good Bad
©2012 Tableau Software Inc. All rights reserved.
Quantitative:
Encode from zero
Good Bad
©2012 Tableau Software Inc. All rights reserved.
Quantitative:
People see area rather than height
Good Bad
S. Stevens’ theory of scale measurement
• Quantitative
• Ratio: Kelvin
• Interval: Celsius
• Ordinal: Monday, Tuesday, Wednesday, …
• Nominal: Apple, Orange, Banana, …
From
On the theory of scales of measurement S. Stevens, Science, 1946 http://en.wikipedia.org/wiki/Level_of_measurement
©2012 Tableau Software Inc. All rights reserved.
Nominal & Ordinal:
Position
©2012 Tableau Software Inc. All rights reserved.
Nominal & Ordinal:
Size encodings
Bad Good
©2012 Tableau Software Inc. All rights reserved.
Nominal & Ordinal:
Color encodings
Good OK
Effectiveness depends on the data type
• Data type
• Quantitative: 2.4, 5.98, 10.1, …
• Ordinal: Monday, Tuesday, Wednesday, …
• Nominal: Apple, Orange, Banana,…
• Size encoding
• Quantitative:
• Ordinal:
• Nominal: Conveys an ordering
• Color encoding
• Quantitative:
• Ordinal:
• Nominal:
Use shape for large cardinalities
• Color encoding
• Nominal:
• Ordinal:
• Shape:
From:
Beautiful Evidence (based on Carl Sagan’s graph)
Edward R. Tufte, Graphics Press, 2006
Nominal
Position
Shape
Color hue
Gray ramp
Color ramp
Length
Angle
Size
Ranking of encodings by data type
Ordinal
Position
Gray ramp
Color ramp
Color hue
Length
Angle
Size
Shape
Quantitative
Position
Length
Angle
Size
Gray ramp
Color ramp
Color hue
Shape
©2012 Tableau Software Inc. All rights reserved.
Lessons:
Use Position for the
most important data
Use Color for
nominal data <= 20
Use Shape for
nominal data > 20
©2012 Tableau Software Inc. All rights reserved.
Warning: Interactions Small size hides color, and shape
Bad Bad
Bad Bad Good
Expressiveness: Communicate all of the relevant data
©2012 Tableau Software Inc. All rights reserved.
Human Perception is Limited: Bertin’s Barrier
3D Graphics Does Not Break the Barrier
• Only adds a single dimension
• Creates occlusions
• Adds orientation complexities
• Easy to get lost
• Suggests a physical metaphor
Interactivity: Bertin’s Sorting of Data Views
Bertin’s permutation matrix (1977)
• Analysis by sorting visual tables
• Technology
©2012 Tableau Software Inc. All rights reserved.
Lesson:
The human visual system is limited:
Each data view should be
focused
Use interactivity and
multiple views
Composition: Small Multiples
See:
The Visual Display of Quantitative Information Edward R. Tufte, Graphics Press, 1983
Composition:
Napoleon march to Moscow by Minard
• Two images:
Composition: Dashboards
Interactivity: Links and Filtering
Visual Analysis
• Human visual system
• Fast, intuitive interaction
click click
Summary
• Exploit the power of the human visual system
• There is no single view: iterate, explore, and experiment
• Use position for the most important data
• Use color for nominal data <= 20
• Use shape for nominal data > 20
• Human visual system is limited: each view should be focused
• For multidimensional data, use interactivity and multiple views
Resources
• Card, Mackinlay, Shneiderman ([email protected])
Readings in Information Visualization. Morgan Kaufmann, 1999
• Jacques Bertin
Semiology of Graphics. University of Wisconsin Press, 1967
• Colin Ware
Information Visualization, Perception for Design. Morgan Kaufmann, 2ed, 2004
• Edward Tufte
The Visual Display of Quantitative Information. Graphics Press, 1983
• William S Cleveland
The Elements of Graphing Data. Hobart Press, 1994
• Stephen Few
Show Me The Numbers. Analytics Press, 2004