BIA Final Exam

Area

Area requires an additional mental calculation prior to making comparisons, increasing error rates and inaccuracy. • The human mind tries to take short cuts when comparing areas, which are generally ineffective. • The more unfamiliar the shape, the more difficult area comparisons will be. • Different shapes should never be used when area comparisons are needed. We tend to judge length more than any other dimension regardless of what is presented. • We're are pretty good at comparisons of area when shapes are similar and rectangular. • We tend to more closely estimate the ratio of diameters rather than areas for circles. • We're not good at estimating the ratio of volumes of 3-dimensional shapes. • Since circles are already problems, the use of spheres to represent quantity is going to cause significant inaccuracies in comparisons.

Bar chart

Bar charts are one of the most common ways to visualize data. Why? It's quick to compare information, revealing highs and lows at a glance. Bar charts are especially effective when you have numerical data that splits nicely into different categories so you can quickly see trends within your data. When to use bar charts: • Comparing data across categories. Examples: Volume of shirts in different sizes, website traffic by origination site, percent of spending by department. Also consider: • Include multiple bar charts on a dashboard. Helps the viewer quickly compare related information instead of flipping through a bunch of spreadsheets or slides to answer a question. • Add color to bars for more impact. Showing revenue performance with bars is informative, but overlaying color to reveal profitability provides immediate insight. • Use stacked bars or side-by-side bars. Displaying related data on top of or next to each other gives depth to your analysis and addresses multiple questions at once. • Combine bar charts with maps. Set the map to act as a "filter" so when you click on different regions the corresponding bar chart is displayed. • Put bars on both sides of an axis. Plotting both positive and negative data points along a continuous axis is an effective way to spot trends.

Box-and-Whisker Plot

Box-and-whisker plots, or boxplots, are an important way to show distributions of data. The name refers to the two parts of the plot: the box, which contains the median of the data along with the 1st and 3rd quartiles (25% greater and less than the median), and the whiskers, which typically represents data within 1.5 times the Inter-quartile Range (the difference between the 1st and 3rd quartiles). The whiskers can also be used to also show the maximum and minimum points within the data. When to use box-and-whisker plots: • Showing the distribution of a set of a data: Examples: understanding your data at a glance, seeing how data is skewed towards one end, identifying outliers in your data. Also consider: • Hiding the points within the box. This helps a viewer focus on the outliers. • Comparing boxplots across categorical dimensions. Boxplots are great at allowing you to quickly compare distributions between data sets.

Bubble Chart

Bubbles are not their own type of visualization but instead should be viewed as a technique to accentuate data on scatter plots or maps. Bubbles are not their own type of visualization but instead should be viewed as a technique to accentuate data on scatter plots or maps. People are drawn to using bubbles because the varied size of circles provides meaning about the data. When to use bubbles: • Showing the concentration of data along two axes. Examples: sales concentration by product and geography, class attendance by department and time of day. Also consider: • Accentuate data on scatter plots: By varying the size and color of data points, a scatterplot can be transformed into a rich visualization that answers many questions at once. • Overlay on maps: Bubbles quickly inform a viewer about relative concentration of data. Using these as an overlay on map puts geographically-related data in context quickly and effectively for a viewer.

Gantt Chart

Gantt charts excel at illustrating the start and finish dates elements of a project. Hitting deadlines is paramount to a project's success. Seeing what needs to be accomplished - and by when - is essential to make this happen. This is where a Gantt chart comes in. While most associate Gantt charts with project management, they can be used to understand how other things such as people or machines vary over time. You could use a Gantt, for example, to do resource planning to see how long it took people to hit specific milestones, such as a certification level, and how that was distributed over time. When to use Gantt charts: • Displaying a project schedule. Examples: illustrating key deliverables, owners, and deadlines. • Showing other things in use over time. Examples: duration of a machine's use, availability of players on a team. Also consider: • Adding color. Changing the color of the bars within the Gantt chart quickly informs viewers about key aspects of the variable. • Combine maps and other chart types with Gantt charts. Including Gantt charts in a dashboard with other chart types allows filtering and drill down to expand the insight provided.

Heat Map

Heat maps are a great way to compare data across two categories using color. The effect is to quickly see where the intersection of the categories is strongest and weakest. When to use heat maps: • Showing the relationship between two factors. Examples: segmentation analysis of target market, product adoption across regions, sales leads by individual rep. Also consider: • Vary the size of squares. By adding a size variation for your squares, heat maps let you know the concentration of two intersecting factors, but add a third element. For example, a heat map could reveal a survey respondent's sports activity preference and the frequency with which they attend the event based on color, and the size of the square could reflect the number of respondents in that category. • Using something other than squares. There are times when other types of marks help convey your data in a more impactful way.

Highlight Table

Highlight tables take heat maps one step further. In addition to showing how data intersects by using color, highlight tables add a number on top to provide additional detail. When to use highlight tables: • Providing detailed information on heat maps. Examples: the percent of a market for different segments, sales numbers by a reps in a particular region, population of cities in different years. Also consider: • Combine highlight tables with other chart types: Combining a line chart with a highlight table, for example, lets a viewer understand overall trends as well as quickly drill down into a specific cross section of data.

Length

Length provides the most consistent and accurate measure of relative size. • It should be the "go to" approach to presenting comparative data when possible. • Length implies that the primary way that the audience is going to compare two figures is by measuring distance between two points. • Length of a line • Height of a column or bar

Line Chart

Line charts are right up there with bars and pies as one of the most frequently used chart types. Line charts connect individual numeric data points. The result is a simple, straightforward way to visualize a sequence of values. Their primary use is to display trends over a period of time. When to use line charts: • Viewing trends in data over time. Examples: stock price change over a fiveyear period, website page views during a month, revenue growth by quarter. Also consider: • Combine a line graph with bar charts. A bar chart indicating the volume sold per day of a given stock combined with the line graph of the corresponding stock price can provide visual queues for further investigation. • Shade the area under lines. When you have two or more line charts, fill the space under the respective lines to create an area chart. This informs a viewer about the relative contribution that line contributes to the whole.

Scatter Plot

Looking to dig a little deeper into some data, but not quite sure how - or if - different pieces of information relate? Scatter plots are an effective way to give you a sense of trends, concentrations and outliers that will direct you to where you want to focus your investigation efforts further. When to use scatter plots: • Investigating the relationship between different variables. Examples: Male versus female likelihood of having lung cancer at different ages, technology early adopters' and laggards' purchase patterns of smart phones, shipping costs of different product categories to different regions. Also consider: • Add a trend line/line of best fit. By adding a trend line the correlation among your data becomes more clearly defined. • Incorporate filters. By adding filters to your scatter plots, you can drill down into different views and details quickly to identify patterns in your data. • Use informative mark types. The story behind some data can be enhanced with a relevant shape

Treemap

Looking to see your data at a glance and discover how the different pieces relate to the whole? Then treemaps are for you. These charts use a series of rectangles, nested within other rectangles, to show hierarchical data as a proportion to the whole. As the name of the chart suggests, think of your data as related like a tree: each branch is given a rectangle which represents how much data it comprises. Each rectangle is then sub-divided into smaller rectangles, or sub-branches, again based on its proportion to the whole. Through each rectangle's size and color, you can often see patterns across parts of your data, such as whether a particular item is relevant, even across categories. They also make efficient use of space, allowing you to see your entire data set at once. When to use treemaps: • Showing hierarchical data as a proportion of a whole: Examples: storage usage across computer machines, managing the number and priority of technical support cases, comparing fiscal budgets between years Also consider: • Coloring the rectangles by a category different from how they are hierarchically structured • Combining treemaps with bar charts. In Tableau, place another dimension on Rows so that each bar in a bar chart is also a treemap. This lets you quickly compare items through the bar's length, while allowing you to see the proportional relationships within each bar

Pie Chart

Pie charts should be used to show relative proportions - or percentages - of information. That's it. Despite this narrow recommendation for when to use pies, they are made with abandon. As a result, they are the most commonly mis-used chart type. If you are trying to compare data, leave it to bars or stacked bars. Don't ask your viewer to translate pie wedges into relevant data or compare one pie to another. Key points from your data will be missed and the viewer has to work too hard. When to use pie charts: • Showing proportions. Examples: percentage of budget spent on different departments, response categories from a survey, breakdown of how Americans spend their leisure time. Also consider: • Limit pie wedges to six. If you have more than six proportions to communicate, consider a bar chart. It becomes too hard to meaningfully interpret the pie pieces when the number of wedges gets too high. • Overlay pies on maps. Pies can be an interesting way to highlight geographical trends in your data. If you choose to use this technique, use pies with only a couple of wedges to keep it easy to understand.

TIPS

Scatter Plots show the pattern of data points with two variables • Bubble Charts show the patterns of data with up to four variables - an extension of Scatter Plots • Box Plots show data by quartiles, useful for understanding the dispersion of data and identifying outliers • Tree Maps provide a very visual comparison of multiple categories • Using shading, Choropleths relate data to geographic locations • Bullet Charts visualize quantitative and qualitative data • Heat Maps show ordinal or qualitative data • Network Graphs show the interconnections between data • Word Clouds visualize textual information frequency Remember the basics: • Know your audience The Right Data, To the Right People, At the Right Time • Their needs: • Strategic vs. tactical • Looking to be informed, make a decision, or take action • Their expertise and experience with the visualization and data • How they will be accessing the visualization • From the office, on the road, etc. • What the type of device they'll be using (e.g. smartphone, tablet, laptop) Remember the basics: • We're best at comparing lengths • Avoid angles (a.k.a. pie charts) and 3D • Use color to highlight differences • Fonts should be legible • Don't include graphics just because you can

THE OBJECTIVE OF VISUALIZATION

The objective of Visualization is to deliver the information in a way that is: • Most effectively and efficiently understood • Leading to the desired outcome: • Information • Decisions • Actions

Histogram

Use histograms when you want to see how your data are distributed across groups. Say, for example, that you've got 100 pumpkins and you want to know how many weigh 2 pounds or less, 3-5 pounds, 6-10 pounds, etc. By grouping your data into these categories then plotting them with vertical bars along an axis, you will see the distribution of your pumpkins according to weight. And, in the process, you've created a histogram. At times you won't necessarily know which categorization approach makes sense for your data. You can use histograms to try different approaches to make sure you create groups that are balanced in size and relevant for your analysis. When to use histograms: • Understanding the distribution of your data. Examples: Number of customers by company size, student performance on an exam, frequency of a product defect. Also consider: • Test different groupings of data. When you are exploring your data and looking for groupings or "bins" that make sense, creating a variety of histograms can help you determine the most useful sets of data. • Add a filter. By offering a way for the viewer to drill down into different categories of data, the histogram becomes a useful tool to explore a lot of data views quickly.

SOME VISUALIZATION TIPS

Use the correct chart type for the job • Line charts for time series • Bar charts for categories • Pie charts should generally be avoided; use stacked bar charts instead • Color is useful for: • Calling attention to key points • Correlating legends to the visual display • Connecting observations on a chart • But, color can be distracting if not used properly The same data can be presented differently to make different points • A stacked bar chart shows totals and parts of a whole for comparison • Showing details that make up a total can highlight the source of the differences • Percentages can reveal information that would be overlooked in the raw data • Charts are to be trusted • Choose your axis starting point carefully • Be cautious when setting the start of the y-axis at other than zero Data order - The sequence of the data in a chart can assist or complicate comparisons • Grid lines - highlight the differences in the data • Trend lines - show the overall direction of a series in a time series chart • Markers - provide specific points of reference in time series • Annotation - enables the calling out of specific areas of interest in the data • Color - when used appropriately, makes data pop

Angel

Very little human interaction requires the use of angles. • Angles are probably the most difficult for humans to both evaluate and compare. • Visual comparisons among angles provide little accuracy, yet the intent of visualizations is to provide clarity. We're not very good at comparing slices of a circle when it comes to size • We underestimate acute angles (angles less than 90°) • We overestimate obtuse angles (angles greater than 90°)

COLOR PERCEPTION IS A PROBLEM FOR SOME

When using colors to communicate, be aware of your audience. • Color blindness or color vision deficiency affects 8% of males and 0.5% of females. • Red/Green differentiation (deuteranomaly and protanomaly) is the most common deficiency

Map

When you have any kind of location data - whether it's postal codes, state abbreviations, country names, or your own custom geocoding - you've got to see your data on a map. You wouldn't leave home to find a new restaurant without a map (or a GPS anyway), would you? So demand the same informative view from your data. When to use maps: • Showing geocoded data. Examples: Insurance claims by state, product export destinations by country, car accidents by zip code, custom sales territories. Also consider: • Use maps as a filter for other types of charts, graphs, and tables. Combine a map with other relevant data then use it as a filter to drill into your data for robust investigation and discussion of data. • Layer bubble charts on top of maps. Bubble charts represent the concentration of data and their varied size is a quick way to understand relative data. By layering bubbles on top of a map it is easy to interpret the geographical impact of different data points quickly.

Bullet Chart

When you've got a goal and want to track progress against it, bullet charts are for you. At its heart, a bullet graph is a variation of a bar chart. It was designed to replace dashboard gauges, meters and thermometers. Why? Because those images typically don't display sufficient information and require valuable dashboard real estate. Bullet graphs compare a primary measure (let's say, year-to-date revenue) to one or more other measures (such as annual revenue target) and presents this in the context of defined performance metrics (sales quota, for example). Looking at a bullet graph tells you instantly how the primary measure is performing against overall goals (such as how close a sales rep is to achieving her annual quota). When to use bullet graphs: • Evaluating performance of a metric against a goal. Examples: sales quota assessment, actual spending vs. budget, performance spectrum (great/good/poor). Also consider: • Use color to illustrate achievement thresholds. Including color, such as red, yellow, green as a backdrop to the primary measure lets the viewer quickly understand how performance measures against goals. • Add bullets to dashboards for summary insights. Combining bullets with other chart types into a dashboard supports productive discussions about where attention is needed to accomplish objectives.