Design Principles

Site: Saylor Academy
Course: PRDV200: Communicating with Data
Book: Design Principles
Printed by: Guest user
Date: Wednesday, September 18, 2024, 9:03 PM

Description

A visualization must be easily understandable by everyone who sees it. This article demonstrates some ways to ensure that charts are understandable and engaging.

Data Visualization: Chart Dos and Don'ts

This Guide collects resources and tutorials related to data visualization. It is a companion to the visualization services provided by Data and Visualization Services at Duke University Libraries.


Source: Duke University Libraries, https://guides.library.duke.edu/datavis/topten
Creative Commons License This work is licensed under a Creative Commons Attribution-NonCommercial-ShareAlike 3.0 License.

Do

 

Do use the full axis

Avoid distortion.

For bar charts, the numerical axis (often the y axis) must start at zero.  Our eyes are very sensitive to the area of bars, and we draw inaccurate conclusions when those bars are truncated.  See the difference between the original media chart and an un-truncated chart as generated by FlowingData.

(But for line graphs, it may be okay to truncate the y axis.

Avoid distortion Avoid distortion.


  
Wide ranges:
If you have one or two very tall bars, you might consider using multiple charts to show both the full scale and a "zoomed in" view - also called a Panel Chart.
Wide ranges


Consistent intervals:
Finally, using the full axis also means that you should not skip values when you have numerical data.  See the charts below that have an axis with dates.  The trend is distorted if you do not have even intervals between your dates.  Make sure your spreadsheet has a data point for every date at a consistent interval, even if that data point is zero.
Consistent intervals
Consistent intervals

Do simplify less important information

Chart elements like gridlines, axis labels, colors, etc. can all be simplified to highlight what is most important/relevant/interesting.  You may be able to eliminate gridlines (Cole Nussbaumer, gridlines are gratuitous) or reserve colors for isolating individual data series and not for differentiating between all of the series being presented.

simplify less important information simplify less important information

Do be creative with your legends and labels

Possibilities:

  • Label lines individually (Gregor Aisch, Doing the Line Charts Right)
  • Rotate bars if the category names are long (Cole Nussbaumer, my penchant for horizontal bar charts)
  • Put value labels on bars to preserve the clean lines of the bar lengths
be creative with your legends and labels be creative with your legends and labels

Do pass the squint test

"When you squint at your page, so that you cannot read any of the text, do you still 'get' something about the page?"

Do pass the squint test

  • Which elements draw the most attention? What color pops out?
  • Do the elements balance? Is there a clear organization?
  • Do contrast, grouping, and alignment serve the function of the chart?
Do pass the squint test Do pass the squint test
Related: Projectors often wash out figures. The squint test can simulate this. Try high contrast designs with clear trends.

Do ask others for opinions

Even if you don't run a full usability test for your charts, have a fresh set of eyes look at what you've done and give you feedback. You may be surprised by what is confusing – or enlightening! – to others.

Don't

 

Don't use 3D or blow apart effects

Studies show that 3D effects reduce comprehension. Blow apart effects likewise make it hard to compare elements and judge areas.

Don't use 3D or blow apart effects

Don't use 3D or blow apart effects

Don't use more than (about) six colors

  • Using color categories that are relatively universal makes it easier to see differences between colors.

The more colors you need (that is, the more categories you try to visualize at once), the harder it is to do this.

Don't use more than (about) six colors

  • But different colors should be used for different categories (e.g., male/female, types of fruit), not different values in a range (e.g., age, temperature).

different colors should be used for different categories

  • So, no rainbows! We often think that the order of colors in our "rainbow" is easy for everyone to understand, but this order is not universal and will make charts and maps harder to read.

use a range that goes from white to a highly saturated color in one of the universal color categories.

If you want color to show a numerical value, use a range that goes from white to a highly saturated color in one of the universal color categories.

  • And remember, some people have color blindness.

Use Vischeck to test your images.

 Use Vischeck to test your imagesUse Vischeck to test your images. 

  • Also, print out your charts to test what it looks like in gray scale. (For grayscale to work, you need to vary both hue and saturation).

print out your charts to test what it looks like in gray scale.

Don't change (style) boats midstream

One of the easiest ways to get the most out of charts is to rely on comparison to do the heavy lifting.

Our visual system can detect anomalies in patterns. Try keeping the form of a chart consistent across a series so differences from one chart to another will pop out.

Use the same colors, axes, labels, etc. across multiple charts.

Don't change (style) boats midstream.

Don't make users do "visual math"

If the chart makes it hard to understand an important relationship between variables, do the extra calculation and visualize that as well.

This includes using pie charts with wedges that are too similar to each other, or bubble charts with bubbles that are too similar to each other.  Our visual processing system is not well suited to comparing these types of visual areas.

We are also not good at holding precise visual imagery in our memory and comparing it to new stimuli; if you are giving a presentation and want the audience to be able to compare two charts, they need to be on the same slide.

Don't make users do "visual math"

Don't make users do "visual math"

Don't overload the chart

Adding too much information to a single chart eliminates the advantages of processing data visually; we have to read every element one by one!

Try changing chart types, removing or splitting up data points, simplifying colors or positions, etc.

Don't overload the chart

Don't overload the chart