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IAT 355 Visual Analytics Encoding Information: Design Lyn Bartram

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Page 1: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

IAT 355 Visual Analytics

Encoding Information: Design Lyn Bartram

Page 2: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

4 stages of visualization design

IAT 355 | Design Idioms 2

Page 3: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Recall: Data Abstraction

•  Tables •  Data item (row) with attributes (columns) : row=key, cells = values

•  Networks •  Item (node) with attributes (features) and relations (links) •  Trees (hierarchy) •  Node = key, node-node, link = key, cell = value

•  Text/Logs •  Grammar •  Bag of words •  Derived values

•  Image •  2d location = key, pixel value expresses single attribute or combo of attributes

according to coding (RGB)

IAT 355 | Design Idioms 3

Page 4: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

A Framework for Analysis (Munzner)

IAT 355 | Design Idioms 4

Design IDIOM

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Visualization: Why?

Analyze, Explore, Discover

Explain, Illustrate, Communicate

IAT 355 | Design Idioms 5

Page 6: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Munzner

IAT 355 | Design Idioms 6

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Why does not define how completely

IAT 355 | Design Idioms 7

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Designing Vis Idioms (Munzner)

IAT 355 | Design Idioms 8

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Review: (Munzner)

•  Marks Points Lines Areas

•  Channels Position hue Size saturation Shape lightness orientation texture …

IAT 355 | Design Idioms 9

What is this? How Much/many of something is there?

Credit: T. Munzner, 2014

Page 10: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Fundamental principles

Expressiveness: •  the visual encoding should express all of, and only, the

information in the dataset attributes

Effectiveness: •  the importance of the attribute should match the

salience of the channel. •  Use the strongest and most accurate channels for the

most important interpretation tasks (data)

IAT 355 | Design Idioms 10

Page 11: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."
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IAT 355 | Design Idioms 12

Credit: T. Munzner, 2014

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Space

IAT 355 | Design Idioms 13

Page 14: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Slide adapted from David Lippman's

Perfect positive Strong positive Positive correlation r = 1 correlation r = 0.99 correlation r = 0.80

Strong negative No Correlation Non-linear correlation r = -0.98 r = 0.16 relationship

Page 15: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

However …

•  Scatter plots can be difficult to understand

•  What alternatives are there?

•  More generally, what kinds of techniques are best for what kinds of problems?

Page 16: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Scatterplot as idiom

IAT 355 | Design Idioms 16

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0 5 10 15

Circumference (ft)

Heig

ht (f

t)

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Bar chart idiom

•  Categorical attributes match well with spatial regions

•  Separate, order, align

IAT 355 | Design Idioms 17

Credit: T. Munzner, 2014

1

2

Page 18: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Few’s correlation bar graph

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Paired Bar graph with trend lines (Few)

Page 20: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Line Chart idiom

•  Line charts, dotplots •  Good for ordered data

IAT 355 | Design Idioms

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IAT 355 | Design Idioms 21

Mind the Gap - An Economic Chart Remake

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What’s wrong?

IAT 355 | Design Idioms 22

Page 23: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Lines encourage trends

IAT 355 | Design Idioms 23

Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication." Memory and Cognition 27:6(1999), 1073{1079

Lines imply connections •  “the more male someone is the

taller he is”

Use when there is some ordered progression between the discrete categories on the x-axis •  “12 year olds are taller than 10

year olds”

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Tufte’s Sparklines

•  Give a hint of the trend, but don’t show the actual axes and scales.

peer2patent.org

•  Good for dashboards and small spaces

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Lines: Aspect ratio matters!

•  our ability to judge angles is more accurate at exact diagonals than at arbitrary direction •  We can judge distances “off” 45 or 90 degrees (43 ) but cannot see

the difference between 20 and 22 degrees •  Multiscale banking to 45 degrees – algorithm to compute informative

aspect ratios to maximise line segments close to the diagonal

IAT 355 | Design Idioms 25

Page 26: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

What about Pies?

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Radial layouts

IAT 355 | Design Idioms 27

Page 28: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

radial idioms

IAT 355 | Design Idioms 28

Idiom Star plot

What:data Table: 1 quant value, 1 categorical attribute

How: Encode length coding along point marks at 1D spatial position along axis + 1D spatial position for aligned axes

Idiom Pie chart

What:data Table: 1 quant value, 1 categorical attribute

How: Encode area and angle

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Percent  Blue  rela,ve  to  Red?  

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Percent  Blue  rela,ve  to  Red?  

1  

2  

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Few’s criteria for an effective visualization

•  Clearly indicate the nature of the relationship •  Represent the quantities accurately •  Makes it easy to compare the quantities •  Makes it easy to see the ranked order of values •  Makes obvious how people should use the information

Page 32: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."
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Clearly indicate the nature of the relationship?

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Represents quantities accurately?

Page 36: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Makes it easy to compare quantities?

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Makes it easy to see ranked values?

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Makes it easy to see how people should use information?

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A better way

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0  

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body  

brain  

blood  

Percent  Water  

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0  

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body   brain   blood  

Percent  Water  

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0

25

50

75

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body brain blood

Percent Water

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Bad  

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Be>er  

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Even  Be>er*  

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0 5 10 15 20 25 30

Too Little

About Right

Too Much

National Spending to Deal with Drug Addiction

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0 5 10 15 20 25 30 35 40

Too Little

About Right

Too Much

National Spending to Deal with Drug Addiction

Male  

Female  

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- 5 10 15 20 25 30 35 40

Too Little

About Right

Too Much

National Spending to Deal with Drug Addiction

Female Male

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0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Male

Female

National Spending to Deal with Drug Addiction

Too Little

About Right

Too Much

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h>p://chartchooser.juiceanaly,cs.com/  

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Colour

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Get it right in black & white

•  Value •  Perceived lightness/darkness •  Controlling value primary rule for design

•  Value defines shape •  No edge without lightness difference •  No shading without lightness variation

•  Value difference (contrast) •  Defines legibility •  Controls attention •  Creates layering

IAT 355 | Design Idioms 53

Page 54: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Controls Legibility

IAT 355 | Design Idioms

colorusage.arc.nasa.gov

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Page 55: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Legibility

IAT 355 | Design Idioms

Drop Shadows

Drop Shadow Drop shadow adds edge Primary colors on black

Primary colors on black

Primary colors on black

Primary colors on black

Primary colors on black

Primary colors on black

Primary colors on white

Primary colors on white

Primary colors on white

Primary colors on white

Primary colors on white

Primary colors on white

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Page 56: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Readability

IAT 355 | Design Idioms

If you can’t use color wisely, it is best to avoid it entirely Above all, do no harm

If you can’t use color wisely, it is best to avoid it entirely Above all, do no harm.

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Page 57: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Why does the logo work?

IAT 355 | Design Idioms 57

Page 58: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Why does this logo work so well?

IAT 355 | Design Idioms

Value control

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Page 59: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Contrast and Layering

•  Value contrast creates layering

IAT 355 | Design Idioms

Context

Context

Normal

Normal

Urgent Context

Context

Normal

Normal

Urgent Context

Context

Normal

Normal

Urgent

colorusage.arc.nasa.gov

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Page 60: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

What Defines Layering?

•  Perceptual features •  Contrast (especially lightness) •  Color, shape and texture

•  Task and attention •  Attention affects perception

•  Display characteristics •  Brightness, contrast, “gamma”

IAT 355 | Design Idioms

Emergency

Emergency

Emergency

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General guidelines … or from Tufte to practice [Stone, Ware]

•  Assign colour according to function •  Use contrast to highlight •  Use analogy to group

•  Control value contrast for legibility •  Break isoluminance with borders

IAT 355 | Design Idioms 61

Page 62: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

From principles to palettes

•  Limit palette to 2 or 3 colours and use variations within them

•  Different choices convey different messages

IAT 355 | Design Idioms 62

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Tableau Color Example

•  Color palettes •  How many? Algorithmic? •  Basic colors (regular and pastel) •  Extensible? Customizable?

•  Color appearance •  As a function of size •  As a function of background

•  Robust and reliable color names

IAT 355 | Design Idioms 63

Page 64: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Tableau™ Colors

IAT 355 | Design Idioms

www.tableausoftware.com

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Page 65: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Maximum hue separation

IAT 355 | Design Idioms 65

Page 66: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Analogous, yet distinct

IAT 355 | Design Idioms 66

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Sequential

IAT 355 | Design Idioms 67

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IAT 355 | Design Idioms 68

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Stephen Few’s practical rules on colour

1.  If you want different objects of the same color in a table or graph to look the same, make sure that the background—the color that surrounds them—is consistent.

2.  If you want objects in a table or graph to be easily seen, use a background color that contrasts sufficiently with the object.

IAT 355 | Design Idioms

Don’t do this!

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Few (2)

3. Use colour only when needed to serve a particular communication goal

4. Use different colours only when they correspond to differences of meaning in the data

IAT 355 | Design Idioms 70

Page 71: IAT 355 Visual Analytics Encoding Information: Design · Lines encourage trends IAT 355 | Design Idioms 23 Je Zacks and Barbara Tversky. Bars and Lines: A Study of Graphic Communication."

Few (3)

5. Use soft, natural colors to display most information and bright and/or dark colors to highlight information that requires greater attention.

6. When using color to encode a sequential range of quantitative values, stick with a single hue (or a small set of closely related hues) and vary intensity from pale colors for low values to increasingly darker and brighter colors for high values.

IAT 355 | Design Idioms 71

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Few (4)

7. Non-data components of tables and graphs should be displayed just visibly enough to perform their role, but no more so, for excessive salience could cause them to distract attention from the data

8. Avoid using red/green display without redundant cueing 9. Avoid using visual effects in graphs

IAT 355 | Design Idioms 72