The first step to create a good data visualization is to choose the right chart type for your data and your purpose. Different chart types have different strengths and weaknesses, and using the wrong one can distort or obscure your data. For example, pie charts are good for showing proportions, but not for comparing values or trends. Bar charts are good for comparing values, but not for showing relationships or distributions. Line charts are good for showing trends, but not for showing categories or frequencies. Before you decide on a chart type, ask yourself what you want to show and what you want your audience to see.
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I have found that when I present to a room with mixed hierarchies, associates up to C Suite, it is important to describe the chart in multiple ways. It can even be effective to have more than one chart showcasing the data in different ways. The associates may care about the proportion of sales and the C Suite may care about the relative value, for instance.
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Here are some of my favored chart types and what are they good for. - Bar Charts: Compare values across categories (e.g., sales figures). - Line Graphs: Show trends over time (e.g., stock prices). - Pie Charts: Display proportions (e.g., market share). - Area Charts: Depict cumulative trends (e.g., website traffic). - Marimekko: Analyze segments by revenue and profit. - Waterfall Charts: Track cumulative effects (e.g., budget changes). - Scatter Plots: Visualize relationships (e.g., ad spend vs. sales). - Bubble Charts: Compare dimensions (GDP, population, happiness). Remember, simplicity ensures impact! ????
Another common pitfall in data visualization is using inappropriate scales and axes that can misrepresent your data or make it hard to read. For example, using a logarithmic scale instead of a linear scale can exaggerate or minimize differences in your data. Using a truncated axis instead of a full axis can create a false impression of change or significance in your data. Using too many or too few tick marks, labels, or grid lines can clutter or simplify your chart. To avoid these problems, use scales and axes that match your data and your message, and that are consistent and clear for your audience.
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Truncated axis is important for waterfall charts though, it allows us to emphasize significant changes while maintaining clarity.
A good data visualization should be simple and focused, not cluttered and noisy. Clutter and noise are anything that distracts or confuses your audience from your main point, such as unnecessary elements, colors, fonts, or effects. For example, using 3D effects, shadows, gradients, or patterns can make your chart look busy and hard to interpret. Using too many colors, fonts, or symbols can make your chart look chaotic and unprofessional. Using too much or too little text can make your chart look incomplete or overwhelming. To avoid clutter and noise, use only the elements, colors, fonts, and effects that enhance your data and your message, and that are easy to understand and remember.
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The data and information presented needs to directly contribute to the original question or intention of the analysis. If not directly, tangentially to support one of the direct contributions. Clutter, noise, and superfluous information can distract the recipient and cause confusion and frustration. Charts and visualizations can be powerful tools to help relay the point of the presentation but they need to be simple, direct, and purposeful in their message. Highlighting key points of analysis or expanding on changing trends can set your visualizations apart from cluttered and confusing dashboards which just grab raw data and present it without insight. YOU need to add value to the process through insight, analysis, and creativity.
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In presentation settings, it is crucial to recognize that visual examples divide the audience's attention from the spoken content. If the on-screen information is overly complex, the audience may become absorbed in deciphering the slide, detracting from the verbal message being conveyed. Clarity and simplicity in visual materials are imperative to maintain audience focus on the presenter's spoken discourse.
A data visualization is not just a collection of numbers and shapes, it is a story that you want to tell your audience. Therefore, you need to highlight the key insights that you want them to take away from your chart. For example, you can use titles, captions, annotations, or callouts to explain what your chart shows and why it matters. You can use colors, shapes, or sizes to emphasize the most important or interesting data points or groups. You can use filters, interactions, or animations to show different perspectives or scenarios of your data. To highlight the key insights, use the techniques that suit your data and your message, and that are relevant and engaging for your audience.
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In my experience, effectively highlighting focus areas in charts is crucial for audience engagement. To achieve this, I employ techniques such as varying colors, sizes, and shapes. This approach helps to draw the audience's attention to the specific areas we want to emphasize. For instance, in a column chart displaying data for the entire year, from January to December, I might use a darker color, like dark blue, for the months in Q4 (October, November, and December). The remaining months would be represented in a more subtle color, such as light blue. This visual contrast ensures that the audience’s attention is immediately drawn to the key area of focus.
The final step to create a good data visualization is to test and refine it before you share it with others. Testing and refining your visualization can help you identify and fix any errors, inconsistencies, or gaps in your data or your design. For example, you can check your data sources, calculations, and formats to ensure that they are accurate and up to date. You can check your chart type, scale, axis, and layout to ensure that they are appropriate and consistent. You can check your elements, colors, fonts, and effects to ensure that they are simple and focused. You can also ask for feedback from others to see if they understand and appreciate your visualization. To test and refine your visualization, use the tools and methods that help you improve your data and your design, and that increase your confidence and credibility.
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Balance clarity and complexity. It’s often very tempting to layer multiple data views into a single visualization which may make it aesthetically beautiful and artfully designed, but make it difficult to understand for the desired audience. Design with a bias towards simplicity and clarity - as well as beauty - to make sure that your visualization speaks for itself as much as possible.
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