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The data visualisation
   pre-marathon
     team talk
http://v2.centralstory.com/about/squiggle/
Purpose and     Formulate    Familiarise    Develop    Construct      Evaluate and
parameters      questions   with the data   designs   visualisation      refine




                The holy trinity of the
              reader, data and designer
    Noah Illiinsky and Julie Steele in ‘Designing Data Visualizations’
Purpose and   Formulate     Familiarise     Develop      Construct      Evaluate and
parameters    questions    with the data    designs     visualisation      refine


EXPLORE: facilitate reasoning of data      EXPLAIN: convey information to others
  Analysis                                   Answer questions/Inform
  Familiarise with data                      Learn/Increase knowledge
  Support graphical calculation              Contextualise data
  Find patterns/Find no patterns             Present arguments
  Discover questions                         Assist with decisions
  Interact                                   Shape opinion
                                             Persuade

                                             Emphasize issues
                                             Tell a story
                                             Inspire
                                             Shock/Make an impact
                                             Enlighten
                                             Change behaviour
                                             Entertain
                                             Art/Aesthetic pleasure
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine



Audience size? One, group, www
Audience type? Domain experts, general
Parameters? Timescales, live/one-off
Detail? Headlines, detail, explore
Capabilities? Design, technical, technology
Format? Static, presentation, poster, interactive
Rules? Structure, layout, style, colour
Purpose and     Formulate    Familiarise    Develop    Construct      Evaluate and
parameters      questions   with the data   designs   visualisation      refine




              What questions are you hoping to
              answer through this visualisation?

     What questions should users/readers
 be able to answer through this visualisation?
Purpose and   Formulate          Familiarise              Develop              Construct      Evaluate and
parameters    questions         with the data             designs             visualisation      refine




                   http://datavisualization.ch/wp-content/uploads/2011/07/Image_2.png
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine



Prepare your data
     - Examine and clean
     - Transform and consolidate

Explore and become familiar with the data’s
characteristics
     - Patterns
     - Range and distributions
     - Outliers
     - Identify data types
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
parameters    questions   with the data   designs   visualisation      refine




    Categorical or                                                        =
                               Apples, oranges, bananas                   ≠
      Nominal
                                                                          =
                                                                          ≠
         Ordinal               Grades A+, A, A-, B+,B, B-                 >
                                                                          <

                                 Dates, geo-coordinates                   =
Quantitative Interval                                                     ≠
                                (relative - zero arbitrary)
                                                                          >
                                                                          <
                                     The value is £2000                   +
 Quantitative Ratio
                                   (absolute - zero fixed)                -
Purpose and   Formulate         Familiarise              Develop                 Construct      Evaluate and
parameters    questions        with the data             designs                visualisation      refine




                          http://www.visualisingdata.com/index.php/resources/
Purpose and   Formulate    Familiarise    Develop        Construct      Evaluate and
 parameters    questions   with the data   designs       visualisation      refine


                                              The anatomy of a
                                              data visualisation
The data layer
Layout, placement and apparatus
Colour and background
Animation and interaction
The annotation layer
Purpose and       Formulate             Familiarise              Develop               Construct            Evaluate and
parameters        questions            with the data             designs              visualisation            refine




              http://www.informationisbeautifulawards.com/2011/10/napkin-shortlist-for-the-1st-challenge/
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
     - Design is about choices
     - Create accessibility
     - Deliberate design
     - Strive for form and function
Layout, placement and apparatus
Colour and background
Animation and interaction
The annotation layer
Purpose and   Formulate          Familiarise              Develop              Construct      Evaluate and
parameters    questions         with the data             designs             visualisation      refine




                   http://www.itsbeenreal.co.uk/index.php?/wwwords/literary-organism/
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
     - Consider encoding options
     - Construct graphics to answer your question(s)
     - Refine and evolve and identify new questions
Layout, placement and apparatus
Colour and background
Animation and interaction
The annotation layer
Purpose and   Formulate          Familiarise             Develop             Construct      Evaluate and
parameters    questions         with the data            designs            visualisation      refine




                  http://www.ericson.net/content/2011/10/when-maps-shouldnt-be-maps/
Purpose and   Formulate      Familiarise             Develop             Construct      Evaluate and
parameters    questions     with the data            designs            visualisation      refine




     We’re so busy thinking about
   if we can do things we forget to
      consider whether we should

              Amanda Cox, Graphics Editor, New York Times


                          http://eyeofestival.com/speaker/amanda-cox/
Purpose and     Formulate    Familiarise       Develop       Construct        Evaluate and
parameters      questions   with the data      designs      visualisation        refine



                  Length                                         Volume
                                            Size
         Area         Texture                            Colour              Label
                                     Direction
    Brightness/Darkness                                  Slope         Position
                                   Angle
                Height                                    Radius/Diameter
    Value                             Speed
                                                         Shape
               Curvature/Arc
                                              Orientation                   Text
         Transparency
                                   Luminance                           Glyph
              Blur/Focus                                    Motion
Purpose and            Formulate               Familiarise                Develop               Construct              Evaluate and
parameters             questions              with the data               designs              visualisation              refine




 Original – J. D. MacKinlay, “Automating the design of graphical presentations of relational information”, 1986 | Redesign - Joe Parry
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
Layout, placement and apparatus
     - Reduce cognitive overhead
     - Consistency/intuitive layout
     - Meaning behind placement and arrangement
     - Minimise impact of chart apparatus
Colour and background
Animation and interaction
The annotation layer
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
Layout, placement and apparatus
Colour and background
     - “Above all, do no harm” – Edward Tufte
     - Use colour to enhance and clarify a design
     - Don’t obscure, shout or confuse with colour
Animation and interaction
The annotation layer
Purpose and   Formulate           Familiarise              Develop              Construct          Evaluate and
parameters    questions          with the data             designs             visualisation          refine




                                                                                        The eye is only able
                                                                                        to distinguish about
                                                                                         8 different colours




                 http://www.flickr.com/photos/walkingsf/6276642489/sizes/l/in/photostream/
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
parameters    questions   with the data   designs   visualisation      refine




                                                           Background colour
                                                          should help enhance
                                                             the foreground
                                                               data layer
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
parameters    questions   with the data   designs   visualisation      refine




    Blue on black is not very easy for some people to discriminate




               ...and neither is yellow on white for most




          ...and don’t forget red/green colour blindness (10%)
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
Layout, placement and apparatus
Colour and background
Animation and interaction
     - Remember the purpose/parameters
     - Technical constraints and capabilities
     - Complexity of data/problem framework
The annotation layer
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
Layout, placement and apparatus
Colour and background
Animation and interaction
     - Variable adjustment
     - View adjustment
     - Animation
     - Import/export data
The annotation layer
Purpose and   Formulate    Familiarise    Develop    Construct      Evaluate and
 parameters    questions   with the data   designs   visualisation      refine




The data layer
Layout, placement and apparatus
Colour and background
Animation and interaction
The annotation layer
     - Titles, labels and units
     - User guide, background, context
     - Legend/key
     - Headlines, captions and narrative
     - Sources
Purpose and   Formulate      Familiarise             Develop             Construct      Evaluate and
parameters    questions     with the data            designs            visualisation      refine




      The annotation layer is the
     most important thing we do...
        otherwise it’s a case of
     ‘here it is, you go figure it out’

              Amanda Cox, Graphics Editor, New York Times

                          http://eyeofestival.com/speaker/amanda-cox/
Purpose and   Formulate             Familiarise              Develop               Construct        Evaluate and
parameters    questions            with the data             designs              visualisation        refine




              http://www.stanford.edu/group/ruralwest/cgi-bin/drupal/visualizations/us_newspapers
Purpose and   Formulate     Familiarise              Develop            Construct      Evaluate and
parameters    questions    with the data             designs           visualisation      refine




 ...you’ve started playing with the
visualization instead of debugging
      ... you hit some level of
engagement and it becomes really
             interesting
  Martin Wattenberg, "Big Picture" data visualization group, Google
                          http://queue.acm.org/detail.cfm?id=1744741
Purpose and   Formulate    Familiarise    Develop     Construct      Evaluate and
parameters    questions   with the data   designs    visualisation      refine




You know you’ve achieved perfection
in design, not when you have nothing
   more to add, but when you have
     nothing more to take away
                          Antoine de Saint-Exupery
www.visualisingdata.com
andy@visualisingdata.com
    @visualisingdata

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Andy Kirk Viz Marathon London 2011

  • 1. The data visualisation pre-marathon team talk
  • 3. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The holy trinity of the reader, data and designer Noah Illiinsky and Julie Steele in ‘Designing Data Visualizations’
  • 4. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine EXPLORE: facilitate reasoning of data EXPLAIN: convey information to others Analysis Answer questions/Inform Familiarise with data Learn/Increase knowledge Support graphical calculation Contextualise data Find patterns/Find no patterns Present arguments Discover questions Assist with decisions Interact Shape opinion Persuade Emphasize issues Tell a story Inspire Shock/Make an impact Enlighten Change behaviour Entertain Art/Aesthetic pleasure
  • 5. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Audience size? One, group, www Audience type? Domain experts, general Parameters? Timescales, live/one-off Detail? Headlines, detail, explore Capabilities? Design, technical, technology Format? Static, presentation, poster, interactive Rules? Structure, layout, style, colour
  • 6. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine What questions are you hoping to answer through this visualisation? What questions should users/readers be able to answer through this visualisation?
  • 7. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine http://datavisualization.ch/wp-content/uploads/2011/07/Image_2.png
  • 8. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Prepare your data - Examine and clean - Transform and consolidate Explore and become familiar with the data’s characteristics - Patterns - Range and distributions - Outliers - Identify data types
  • 9. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Categorical or = Apples, oranges, bananas ≠ Nominal = ≠ Ordinal Grades A+, A, A-, B+,B, B- > < Dates, geo-coordinates = Quantitative Interval ≠ (relative - zero arbitrary) > < The value is £2000 + Quantitative Ratio (absolute - zero fixed) -
  • 10. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine http://www.visualisingdata.com/index.php/resources/
  • 11. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The anatomy of a data visualisation The data layer Layout, placement and apparatus Colour and background Animation and interaction The annotation layer
  • 12. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine http://www.informationisbeautifulawards.com/2011/10/napkin-shortlist-for-the-1st-challenge/
  • 13. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer - Design is about choices - Create accessibility - Deliberate design - Strive for form and function Layout, placement and apparatus Colour and background Animation and interaction The annotation layer
  • 14. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine http://www.itsbeenreal.co.uk/index.php?/wwwords/literary-organism/
  • 15. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer - Consider encoding options - Construct graphics to answer your question(s) - Refine and evolve and identify new questions Layout, placement and apparatus Colour and background Animation and interaction The annotation layer
  • 16. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine http://www.ericson.net/content/2011/10/when-maps-shouldnt-be-maps/
  • 17. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine We’re so busy thinking about if we can do things we forget to consider whether we should Amanda Cox, Graphics Editor, New York Times http://eyeofestival.com/speaker/amanda-cox/
  • 18. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Length Volume Size Area Texture Colour Label Direction Brightness/Darkness Slope Position Angle Height Radius/Diameter Value Speed Shape Curvature/Arc Orientation Text Transparency Luminance Glyph Blur/Focus Motion
  • 19. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Original – J. D. MacKinlay, “Automating the design of graphical presentations of relational information”, 1986 | Redesign - Joe Parry
  • 20. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer Layout, placement and apparatus - Reduce cognitive overhead - Consistency/intuitive layout - Meaning behind placement and arrangement - Minimise impact of chart apparatus Colour and background Animation and interaction The annotation layer
  • 21. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer Layout, placement and apparatus Colour and background - “Above all, do no harm” – Edward Tufte - Use colour to enhance and clarify a design - Don’t obscure, shout or confuse with colour Animation and interaction The annotation layer
  • 22. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The eye is only able to distinguish about 8 different colours http://www.flickr.com/photos/walkingsf/6276642489/sizes/l/in/photostream/
  • 23. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Background colour should help enhance the foreground data layer
  • 24. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine Blue on black is not very easy for some people to discriminate ...and neither is yellow on white for most ...and don’t forget red/green colour blindness (10%)
  • 25. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer Layout, placement and apparatus Colour and background Animation and interaction - Remember the purpose/parameters - Technical constraints and capabilities - Complexity of data/problem framework The annotation layer
  • 26. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer Layout, placement and apparatus Colour and background Animation and interaction - Variable adjustment - View adjustment - Animation - Import/export data The annotation layer
  • 27. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The data layer Layout, placement and apparatus Colour and background Animation and interaction The annotation layer - Titles, labels and units - User guide, background, context - Legend/key - Headlines, captions and narrative - Sources
  • 28. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine The annotation layer is the most important thing we do... otherwise it’s a case of ‘here it is, you go figure it out’ Amanda Cox, Graphics Editor, New York Times http://eyeofestival.com/speaker/amanda-cox/
  • 29. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine http://www.stanford.edu/group/ruralwest/cgi-bin/drupal/visualizations/us_newspapers
  • 30. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine ...you’ve started playing with the visualization instead of debugging ... you hit some level of engagement and it becomes really interesting Martin Wattenberg, "Big Picture" data visualization group, Google http://queue.acm.org/detail.cfm?id=1744741
  • 31. Purpose and Formulate Familiarise Develop Construct Evaluate and parameters questions with the data designs visualisation refine You know you’ve achieved perfection in design, not when you have nothing more to add, but when you have nothing more to take away Antoine de Saint-Exupery