Designing Great Visualizations Jock D. Mackinlay Director, Visual Analysis, Tableau Software
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Designing Great Visualizations Jock D. Mackinlay Director, Visual Analysis, Tableau Software Outline + Examples from the history of visualization + Computer-based visualization has deep roots + Human perception is a fundamental skill + Lessons for designing great visualizations + + + + Human perception is powerful Human perception has limits Use composition and interactivity to extend beyond these limits Finally, great designs tell stories with data + Image sources: + www.math.yorku.ca/SCS/Gallery + www.henry-davis.com/MAPS Visual Representations are Ancient + 6200 BC: Wall image found in Catal Hyük, Turkey + Painting or map? Two Common Visual Representations of Data Presentations: Using vision to communicate + Two roles: presenter & audience + Experience: persuasive Visualizations: Using vision to think + Single role: question answering + Experience: active 1999: Morgan Kaufmann Maps as Presentation + 1500 BC: Clay tablet from Nippur, Babylonia + Evidence suggests it is to scale + Perhaps plan to repair city defenses Maps as Visualization + 1569: Mercator projection + Straight line shows direction William Playfair: Abstract Data Presentation + 1786: The Commercial and Political Atlas (Book) + 1801: Pie chart Dr. John Snow: Statistical Map Visualization + 1855: London Cholera Epidemic Broad Street Pump + It is also a presentation Charles Minard: Napoleon’s March + 1869: Perhaps the most famous data presentation Darrell Huff: Trust + 1955: How to Lie With Statistics (Book) + Trust is a central design issue + Savvy people will always question data views + Does a data view include the origin? + Is the aspect ratio appropriate? Jacques Bertin: Semiology of Graphics (Book) + 1967: Graphical vocabulary + Marks Points Lines Areas + Position xxx x x x x x x x + Statistical mapping x x x x x + Retinal Color Size Shape Gray Orientation Texture Jacques Bertin (continued) + Visual analysis by sorting visual tables + Technology Jock Mackinlay: Automatic Presentation + 1986: PhD Dissertation, Stanford + Extended and automated Bertin’s semiology + APT: A Presentation Tool Scientific Visualization + 1986: NSF panel and congressional support Wilhelmson et al Richard Becker & William Cleveland + 1987: Interactive brushing Related marks Selection Information Visualization + 1989: Stuart Card, George Robertson, Jock Mackinlay + Abstract data + 2D & 3D interactive graphics + 1991: Perspective Wall & Cone Tree Book: Readings in Information Visualization + 1999: Over a decade of research + Card, Mackinlay, Shneiderman + An established process of visual analysis + Involves both data and view + Interactive and exploratory Data Raw Data View Data Tables Data Transformations Visual Structures Visual Mappings Task Views View Transformations Human Interaction (controls) Chris Stolte + 2003: PhD Dissertation, Stanford + Extended the semiology from Bertin & Mackinlay + VizQL connected visualizations to databases + Accessible drag-and-drop interface VizQL Query Data Interpreter Visual Interpreter View Visual Analysis for Everyone + 2008: Tableau Customer Conference Human Perception is Powerful + How many 9s? Human Perception is Powerful + Preattentive perception: Traditional Use: Negative Values + However, mental math is slow Cleveland & McGill: Quantitative Perception More accurate Position Length Angle Slope Area Volume Color Less accurate Density Exploiting Human Perception Bertin’s Three Levels of Reading + Elementary: single value + Intermediate: relationships between values + Global: relationships of the whole Global Reading: Scatter View + Bertin image: A relationship you can see during an instant of perception Effectiveness Depends on the Data Type + Data type + Nominal: Eagle, Jay, Hawk + Ordinal: Monday, Tuesday, Wednesday, … + Quantitative: 2.4, 5.98, 10.1, … + Area + Nominal: Conveys ordering + Ordinal: + Quantitative: + Color + Nominal: + Ordinal: + Quantitative: Ranking of Tableau Encodings by Data Type Quantitative Position Length Angle Area Gray ramp Color ramp Color hue Shape Ordinal Position Gray ramp Color ramp Color hue Length Angle Area Shape Nominal Position Shape Color hue Gray ramp Color ramp Length Angle Area Human Perception is Limited + Bertin’s synoptic of data views + 1, 2, 3, n data dimensions + The axes of data views: ≠ Reorderable O Ordered T Topographic + Network views + Impassible barrier + Below are Bertin’s images + Above requires + Composition + Interactivity + First a comment about 3D 3D Graphics Does Not Break the Barrier + + + + + Only adds a single dimension Creates occlusions Adds orientation complexities Easy to get lost Suggests a physical metaphor Composition: Minard’s March + Two images: Composition: Small Multiples Composition: Dashboards Interactivity: Bertin’s Sorting of Data Views Interactivity: Too Much Data Scenario Interactivity: Aggregation Interactivity: Filtering Interactivity: Brushing Interactivity: Links Telling Stories With Data + What are the good school districts in the Seattle area? + Detailed reading + One school or school district at a time Telling Stories With Data (continued) + I needed a statistical map Telling Stories With Data (continued) + Positive trend views online + Easy to see that the district is stronger than the state + Harder to see that reading is stronger than math + Found the source data, which is a good thing about public agencies Telling Stories With Data (continued) + Reading is clearly better than math Telling stories with data (continued) + Moral: Always Question Data Telling Effective Stories + Trust: a key design issue + Expressive: convey the data accurately + Effective: exploit human perception + Use the graphical vocabulary appropriately + Utilize white space + Avoid extraneous material + Context: Titles, captions, units, annotations, … Stories Involve More Than Data + + + + Aesthetics: What is effective is often affective Style: Include information about who you are Playful: Allow people to interact with the data views Vivid: Make data views memorable Summary + Visualization & presentation + Human perception is powerful & limited + Coping with Bertin’s barrier + Composition + Interactivity + + + + + Sorting Filtering Aggregation Brushing Linking + Telling stories with data + Trust is a key design issue + Always question data Resources + My email: [email protected] + Edward Tufte (www.edwardtufte.com) + The Visual Display of Quantitative Information + Beautiful Evidence + Jacques Bertin + Semiology of Graphics, University of Wisconsin Press + Graphics and Graphic Information Processing, deGruyter + Colin Ware on human perception & visualization + Information Visualization, Morgan Kaufmann + William S Cleveland + The Elements of Graphic Data, Hobart Press