visualization design, methods and tools - esslli 2017 workshop day 2

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Visualization for Linguistic Research:Day 2 - Tools and Methods

Olga Scrivner

Olga Scrivner

29th European Summer School in Logic,Language, and Information, Toulouse, 2017

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

What You Will Learn

DAY 1 Introduction to Visual Analytics

DAY 2 Visualization Methods, Design, and Tools

DAY 3 Working with Unstructured Data

DAY 4 Working with Structured Data

DAY 5 Advanced Analytics

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Our Materials - Web Site

http:

//obscrivn.wixsite.com/visualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

What We Need

I Computer

I WiFi

I R and Rstudio (Installation)

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

What We Need

I Computer

I WiFi

I R and Rstudio (Installation)

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Visualization Selection - 5 min

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Visualization Selection - 5 min

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

How to Classify Different Visualization?

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Research Question

I Qualitative research

I Goals: gain insights, discover hidden patterns, exploreand generate ideas for quantitative analysis

I Data collection: unstructured, semi-structured(transcript, text)

I Quantitative research

I Goals: quantification of data, generalization, hypothesistesting

I Data collection: structured

http://atlasti.com/quantitative-vs-qualitative-research/

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Different Question Types

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Different Levels of Abstraction/Analysis

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Different Levels of Abstraction/Analysis

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Different Levels of Abstraction/Analysis

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Different Levels of Abstraction/Analysis

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Audience: Exploration versus Presentation

http://www.infovis-wiki.net/index.php?title=Exploratory_Analysis

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Data Format

1. Structured Data

2. Unstructured Data

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Variables

Variable - a measurable characteristic

I Independent variables

What you have control over and what you think maycause variation

I Dependent

what you measure and what is affected by other factors

Find dependent and independent factors - 5 min:

1. You are investigating R pronunciation variation in NewYork: you variables are R (deleted or present), stores(Macys, Klein, Sax), lexical items (fourth and floor)

2. You are studying word order variation in French: youvariables are age of speakers, gender, discourse(neutral, non-neutral), order (direct object+verb orverb+direct object)

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Variables

Variable - a measurable characteristic

I Independent variables

What you have control over and what you think maycause variation

I Dependent

what you measure and what is affected by other factors

Find dependent and independent factors - 5 min:

1. You are investigating R pronunciation variation in NewYork: you variables are R (deleted or present), stores(Macys, Klein, Sax), lexical items (fourth and floor)

2. You are studying word order variation in French: youvariables are age of speakers, gender, discourse(neutral, non-neutral), order (direct object+verb orverb+direct object)

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Variable Types - 5 min

Provide an example of linguistic/sociolinguistic variables foreach data type.

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Variable Types - 5 min

Provide an example of linguistic/sociolinguistic variables foreach data type.

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Data Mapping (Mackinley, 1987)

I Nominal

I Quantitative

I Ordinal

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping: Quantitative Data

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Perceptual Accuracy

Color Hue - wheel colorSaturation - intensityMackinlay, 1987 - https://research.tableau.com/sites/default/files/p110-mackinlay.pdf

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Bar Chart

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Stacked Bar Chart

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Relative Stacked Bar Chart

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Line Chart

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Area Chart

Combination of a line and a stacked bar chart. The chartshows the total of the fields as well as their relative size toeach other

https://www.interworks.com/fr/blog/ccapitula/2014/11/13/

tableau-essentials-chart-types-area-charts-continuous-discrete

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Scatter Plot

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Bubble Chart

Plot or technique to accentuate data on scatter plots ormaps

https://www.tableau.com/sites/default/files/media/which_chart_v6_final_0.pdf

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Gantt Chart

Showing start/finish or over time use

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Pie Chart

I Indicates relative proportion of a quantitative dependentvariable

I Maps percentage of total to angle

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Table

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Heatmap (Table)

Similar to a table with two categories. Colorsaturation/intensity shows where the intersection is weakeror stronger.

https://www.tableau.com/sites/default/files/media/which_chart_v6_final_0.pdf

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Treemap (Hierarchical Table)

Shows hierarchical data as a proportion of a whole. Thischart uses a series of rectangles, nested within otherrectangles.https://www.tableau.com/sites/default/files/media/which_chart_v6_final_0.pdf

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Mapping Data - Box-and-Whisker Plot

Shows the distribution of a set of a data and how data isskewed towards one end, identifying outliers in your data.

1. Box - contains the median of the data along with the1st and 3rd quartiles

2. Whiskers - show maximum and minimum points withinthe data

https://www.tableau.com/sites/default/files/media/which_chart_v6_final_0.pdf

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Choosing a Good Chart

www.ExtremePresentation.com© 2009 A. Abela — a.v.abela@gmail.com

Chart Suggestions—A Th ought-StarterCircular Area Chart Line Chart Column Chart Line Chart

Scatter Chart

3D Area Chart

Pie Chart Waterfall Chart Stacked 100% Column Chart with Subcomponents

Stacked Area ChartStacked 100%Area Chart

StackedColumn Chart

Stacked 100%Column Chart

Bubble Chart

Scatter Chart

Variable WidthColumn Chart

Table or Table withEmbedded Charts

Bar Chart Column Chart

Column Histogram

Line Histogram

Th reeVariables

TwoVariables

SingleVariable

Many PeriodsFew Periods

Two VariablesTwo VariablesTwo Variablesper Itemper Itemper Item

ManyManyManyCategoriesCategoriesCategories

One Variable per ItemOne Variable per ItemOne Variable per ItemOne Variable per Item

Among ItemsAmong ItemsAmong Items

What would youlike to show?

Many ItemsMany ItemsMany Items

Few CategoriesFew CategoriesFew Categories

Few ItemsFew ItemsFew Items

Many PeriodsMany PeriodsMany Periods

Cyclical DataCyclical DataCyclical DataCyclical Data Non-Cyclical DataNon-Cyclical DataNon-Cyclical Data

Few PeriodsFew PeriodsFew Periods

Single or Few CategoriesSingle or Few CategoriesSingle or Few CategoriesSingle or Few Categories Many CategoriesMany CategoriesMany CategoriesMany Categories

Over TimeOver TimeOver Time

ComparisonComparisonComparison

DistributionDistributionDistribution

FewDataDataData

Points

ManyDataData

Points

TwoVariablesVariablesVariables

Th reeVariablesVariablesVariables

RelationshipRelationshipRelationship

CompositionCompositionComposition

Simple ShareSimple ShareSimple Shareof Totalof Totalof Total

Accumulation orAccumulation orAccumulation orSubtraction to TotalSubtraction to TotalSubtraction to Total

ComponentsComponentsComponentsComponentsof Componentsof Componentsof Componentsof Components

StaticStaticStatic

Only RelativeOnly RelativeOnly RelativeDiff erences MatterDiff erences MatterDiff erences Matter

Relative and Absolute Relative and Absolute Relative and Absolute Diff erences MatterDiff erences MatterDiff erences Matter

Only RelativeOnly RelativeOnly RelativeOnly RelativeDiff erences MatterDiff erences MatterDiff erences MatterDiff erences Matter

Relative and Absolute Relative and Absolute Relative and Absolute Diff erences MatterDiff erences MatterDiff erences Matter

ChangingChangingChangingOver TimeOver TimeOver Time

http://extremepresentation.typepad.com/files/choosing-a-good-chart-09.pdf

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Map Your Research - Pair Work 10 min

I Go to the web sitehttp://obscrivn.wixsite.com/visualization

I Syllabus Day 2

I Select Charts Selection

I Review Choosing a Good Chart

I Map your own research data

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Perception Tricks

Lower elements influence perception of upper elements

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Size

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Size

Based on slides by John Hart https://www.coursera.org/learn/datavisualization

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Size

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Size

The horizontal lines are parallel, despite appearing to be atdifferent angles to each otherhttps://en.wikipedia.org/wiki/Caf%C3%A9_wall_illusion

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Shade

The background progresses from dark grey to light grey. Thehorizontal bar appears to progress from light grey to darkgrey, but is in fact just one colorhttps://en.wikipedia.org/wiki/Optical_illusion

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Shade

The background progresses from dark grey to light grey. Thehorizontal bar appears to progress from light grey to darkgrey, but is in fact just one colorhttps://en.wikipedia.org/wiki/Optical_illusion

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Contrast

Exaggeration of the contrast between edges of slightlydifferent shades of grey

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Contrast

Exaggeration of the contrast between edges of slightlydifferent shades of grey

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Design Tricks - Depth

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Tufte’s Design Rules - 10 min

Assignment - Design

go to http:

//obscrivn.wixsite.com/visualization/assignments

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Visualization Do’s and Don’ts

http://guides.library.duke.edu/topten

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Distortion

http://flowingdata.com/2012/08/06/fox-news-continues-charting-excellence/

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Do’s: Avoid Distortion

Use the full axis.

http://guides.library.duke.edu/datavis/topten

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Do’s: Consistent Intervals

The trend is distorted if you do not have even intervalsbetween your dates

http://guides.library.duke.edu/datavis/topten

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Do’s: Simplify

Highlight the most important: eliminate gridlines or reservecolor to isolate individual data series

http://guides.library.duke.edu/datavis/topten

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Don’ts: 3D

3D effects reduce comprehension

http://guides.library.duke.edu/datavis/topten

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Color-Blind Test - 10 min

Go to our site syllabus - assignment color-blind test

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Tools List - Pair work 15 min

http://selection.datavisualization.ch/

Go to Day 2 Syllabus and select Tools

I Explore at least five different visualization tools

I Filter by Charts, Data and Color

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Practice - Flashcards

Go to Syllabus Day 2 - IVMOOC flashcards app

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

See you tomorrow!

obscrivn@indiana.edu

Visualization forLinguisticResearch:

Day 2 - Tools andMethods

Olga Scrivner

Course Info

Methods

Design Rules

Tools

Acknowledgments

Data Visualization MOOC course, University of Illinois atUrbana-Champaign -https://www.coursera.org/learn/datavisualization

IVMOOC, Indiana University-http://ivmooc.cns.iu.edu/