how to make a picture worth a thousand words: effectively ...guiding principles • make the data...
TRANSCRIPT
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How to make a picture worth a thousand words:
Effectively communicating your research results using statistical graphics
Yates Coley, PhD Kaiser Permanente Washington Health Research Institute
Seattle , WA
Joint work with Mike Jackson, PhD, KPWHRI
April 4, 2018
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Seminar Outline
• Introduction
• Fundamentals of Statistical Graphics
• Data Visualization Best Practices
• Resources
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Data Visualization is…
• a scientific discipline.
• both a principled and subjective art.
• work!
• important!
• an organizing framework.
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Objectives
• Present organizing framework for data visualization
• Describe conceptual best practices for creating statistical graphics and give concrete examples
• Provide sources and references for future consultation
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Seminar Outline
• Introduction
• Fundamentals of Statistical Graphics
• Data Visualization Best Practices
• Resources
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Components of a data visualization
• Visual Cues
• Coordinate System
• Scale
• Context
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Yau (2013) Data PointsFIGURE 33 Visual cuesYau, Nathan. Data Points, edited by Nathan Yau, Wiley, 2013. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/jhu/detail.action?docID=1158630.Created from jhu on 2017-05-28 16:03:12.
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iley.
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Visual Cues
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Yau (2013) Data PointsFIGURE 33 Visual cuesYau, Nathan. Data Points, edited by Nathan Yau, Wiley, 2013. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/jhu/detail.action?docID=1158630.Created from jhu on 2017-05-28 16:03:12.
Cop
yrig
ht ©
201
3. W
iley.
All
right
s re
serv
ed.
Visual Cues
Quantitative Variables
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Yau (2013) Data PointsFIGURE 33 Visual cuesYau, Nathan. Data Points, edited by Nathan Yau, Wiley, 2013. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/jhu/detail.action?docID=1158630.Created from jhu on 2017-05-28 16:03:12.
Cop
yrig
ht ©
201
3. W
iley.
All
right
s re
serv
ed.
Visual Cues
Categorical Variables
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Age (years)
PSA
(ng/
mL)
45 55 65 75
05
1015
● ●Low volume High volume
Diagnostic characteristics of patients in active surveillance
Diagnostic biopsy
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Components of a data visualization
• Visual Cues
• Coordinate System
• Scale
• Context
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Data Visualization Process
• What data do you have?
• What do you want to know about your data?
• What visualization method should you use?
• What do you see and does it make sense?
Yau (2013) Data Points
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Data Visualization Process
• What data do you have?
• Continuous, ordinal, or categorical?
• Time series?
• What do you want to know about your data?
• What visualization method should you use?
• What do you see and does it make sense?
Yau (2013) Data Points
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Data Visualization Process• What data do you have?
• What do you want to know about your data?
• Distributions of single variables?
• Relationships between variables?
• Summaries or unit-level detail?
• What visualization method should you use?
• What do you see and does it make sense?
Yau (2013) Data Points
-
Data Visualization Process
• What data do you have?
• What do you want to know about your data?
• What visualization method should you use?
• What do you see and does it make sense?
Yau (2013) Data Points
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0 5 10 15
020
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0 5 10 15
020
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PSA (ng/mL)
Num
ber o
f pat
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sHistogram: Unit-level Boxplot: Summary
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PSA density at diagnosis
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PSA density at diagnosisN
umbe
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atie
nts
Low High
Cancer volume at diagnosis
Low High
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100
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Cancer volume at diagnosis
Low High
Num
ber o
f pat
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Age (years)
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45 55 65 75
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Diagnostic PSA of patients in active surveillance
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Data Visualization Process
• What data do you have?
• What do you want to know about your data?
• What visualization method should you use?
• What do you see and does it make sense?
Yau (2013) Data Points
-
Seminar Outline
• Introduction
• Fundamentals of Statistical Graphics
• Data Visualization Best Practices
• Resources
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How do we define an “effective” statistical graphic?
• An effective statistical graphic enables the reader to
• extract information accurately
• with reasonable effort and
• high confidence.
Enrico Bertini Lecture #3
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Expressiveness Principle
Statistical graphic “should express all and only the information in the data” (and statistical results).
Enrico Bertini Lecture #4
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Enrico Bertini Lecture #3
0 100 200 300 400 500 600 1200700 800 900 1000 1100
Number of observations
A B C D E F G H IJ K L M N O P Q
Category
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
-
Enrico Bertini Lecture #3
Sorted Bar Chart
K B Q I E L O A D PJ H G C M N F
0 100 200 300 400 500 600 1200700 800 900 1000 1100
Category
Number of observations
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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line chart with categorical data (wrong!)
Enrico Bertini Lecture #3
A B C D E F G H I J K L M N O P Q
1200
1000
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600
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200
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https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Effectiveness Principle• “The importance of the information should match
the salience of the mode of visual encoding”.
• “Salience” is characterized by:
• Accuracy
• Discriminability
• Separability
• “Pop-out”
• GroupingEnrico Bertini Lecture #4
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
-
Enrico Bertini Lecture #8
Quantitative Variables Categorical Variables
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
-
Enrico Bertini Lecture #8
Quantitative Variables Categorical Variables
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
-
Diagnostic biopsy
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Diagnostic characteristics of patients in active surveillance AccuracyDiscriminability
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1015
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Diagnostic characteristics of patients in active surveillance AccuracyDiscriminability
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Diagnostic characteristics of patients in active surveillance AccuracyDiscriminability
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45 55 65 75
05
1015
! !Low volume High volume
Diagnostic characteristics of patients in active surveillance AccuracyDiscriminability
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-
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45 55 65 75
05
1015
! !Low volume High volume
Diagnostic characteristics of patients in active surveillance AccuracyDiscriminability
SeparabilityPop-out
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-
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Age (years)
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! !Low volume High volume
Diagnostic characteristics of patients in active surveillance AccuracyDiscriminability
SeparabilityPop-out
Grouping
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Enrico Bertini Lecture #8
Quantitative Variables Categorical Variables
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
-
Source: New York Times
https://www.nytimes.com/interactive/2018/03/06/business/china-tariffs.htmlhttps://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Source: The Economist
https://www.economist.com/blogs/graphicdetail/2018/03/daily-chart-13
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Enrico Bertini Lecture #8
Quantitative Variables Categorical Variables
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
-
Enrico Bertini Lecture #8
Quantitative Variables Categorical Variables
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Diagnostic biopsy
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Diagnostic biopsy
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Enrico Bertini Lecture #8
Quantitative Variables Categorical Variables
Perceptionvs.
Cognition
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Enrico Bertini Lecture #3
0 100 200 300 400 500 600 1200700 800 900 1000 1100
Number of observations
A B C D E F G H IJ K L M N O P Q
Category
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Enrico Bertini Lecture #3
Sorted Bar Chart
K B Q I E L O A D PJ H G C M N F
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Number of observations
https://drive.google.com/drive/folders/0B-9uY9BLNUVFajg1bGg5YWp3V0k
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Guiding Principles• Make the data stand out. Maximize the data-to-
ink ratio.
• Avoid superfluidity. Remove “chartjunk”. Reduce non-data ink and redundant data-ink.
• Strive for clarity.
• Clear vision.
• Clear understanding.
Cleveland (1983) Elements of Graphing Data Edward Tufte (1985) Visual Display of Quantitative Information
-
Guiding Principles• Make the data stand out. Maximize the data-to-
ink ratio.
• Avoid superfluidity. Remove “chartjunk”. Reduce non-data ink and redundant data-ink.
• Strive for clarity.
• Clear vision.
• Clear understanding.
Cleveland (1983) Elements of Graphing Data Edward Tufte (1985) Visual Display of Quantitative Information
-
Visual Cues“Make graphical elements encoding data visually prominent.”
●
●
CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
−40
−30
−20
−10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
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Cleveland (1983) VDQI, Ch. 2
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Visual ProminencePlotting symbols are large, dark enough to be easily seen
! CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
!40
!30
!20
!10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
!
!
!!
! !!
!
!!
!
!
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! !
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!
!
!!
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!! !
!!
!
!
!
!!
!! !
!!
!
!! !
!
!
!!
!
!!
Cleveland (1983) VDQI, Ch. 2
Plotting symbols are large, dark enough to be easily seen
-
Visual ProminencePlotting symbols aren’t obscured by connecting lines
! CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
!40
!30
!20
!10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
!
!
!!
! !!
!
!!
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!!
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!
!! !
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!
!!
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!!
Cleveland (1983) VDQI, Ch. 2
Plotting symbols aren’t obscured by connecting lines
-
Visual ProminenceOverlapping plotting symbols are easily distinguishable
! CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
!40
!30
!20
!10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
!
!
!!
! !!
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!!
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!!
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!
!!
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!!
Cleveland (1983) VDQI, Ch. 2
Overlapping plotting symbols are easily distinguishable
-
Visual ProminenceSuperposed data readily visually discriminated
! CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
!40
!30
!20
!10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
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!
!!
! !!
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!!
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!!
Cleveland (1983) VDQI, Ch. 2
Superposed data readily visually discriminated
-
Visual ProminenceGraphical elements do not interfere with data
! CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
!40
!30
!20
!10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
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!!
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Cleveland (1983) VDQI, Ch. 2
Graphical elements do not interfere with data
-
Visual hierarchy
Yau (2013) Data Points
Visual Hierarchy | 203
point of interest. This creates a visual hierarchy that helps readers immediately focus on the vital parts of a data graphic and use the surroundings as context, as opposed to a flat graphic that a reader must visually rummage through.
For example, Figure 5-1 is the scatterplot from the previous chapter that shows NBA players’ usage percentage versus points per game. The dots, fitted line, grid, border, and labels are of the same color and thickness, so there is no clear visual focus. It’s a flat image, where all the elements are on the same level.
FIGURE 51 All visual elements on the same level
This is easily remedied with a few small changes. In Figure 5-2, the line width of the grid lines is reduced so that they are no longer as thick as the fitted line. In this example, you want the data to stand out. The grid lines also alternate in width so that it is easier to see where each data point lies in the coordinate system, and there’s no imaginary blur that you get in the original chart.
FIGURE 52 Width of grid lines reduced to fit in background
Yau, Nathan. Data Points, edited by Nathan Yau, Wiley, 2013. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/jhu/detail.action?docID=1158630.Created from jhu on 2017-05-28 16:12:31.
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ht ©
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Place visual elements on different “levels” to shift focus, draw attention to most important aspect of data or results.
-
Visual hierarchyPlace visual elements on different “levels” to shift focus, draw attention to most important aspect of data or results.
Yau (2013) Data Points
204 | CHAPTER 5: Visualizing with Clarity
Still though, the fitted line is obscured by all the dots, because (1) it’s thin com-pared to the radius of each dot and (2) it still blends in with the grid behind it. Figure 5-3 changes the color to blue to make the data stand out more, and the width of the fitted line is increased so that it clearly rests on top of the dots.
FIGURE 53 Focus of chart shifted to fitted line with color and width
The chart is a lot more readable now, but if you imagine people viewing the graphic like they would a body of text—from top to bottom and left to right—more descriptive axis labels and less prominent value labels can help, as shown in Figure 5-4. The text within the chart works similar to how it does in an essay or a book. Headers are often printed bigger and in a bold font to provide both structure and a sense of flow. In this case, the bolder labels provide immediate context for what the chart is about. Also, notice fewer and less prominent gridlines, which directs focus further to the upward trend.
FIGURE 54 Grid and value labels adjusted and fewer, less prominent gridlines
Yau, Nathan. Data Points, edited by Nathan Yau, Wiley, 2013. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/jhu/detail.action?docID=1158630.Created from jhu on 2017-05-28 16:12:31.
Cop
yrig
ht ©
201
3. W
iley.
All
right
s re
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ed.
-
Guiding Principles• Make the data stand out. Maximize the data-to-
ink ratio.
• Avoid superfluidity. Remove “chartjunk”. Reduce non-data ink and redundant data-ink.
• Strive for clarity.
• Clear vision.
• Clear understanding.
Cleveland (1983) Elements of Graphing Data Edward Tufte (1985) Visual Display of Quantitative Information
-
Reduce non-data ink?●
●
CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
−40
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−20
−10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
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CARE UNIT
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PER
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0 5 10 15
020
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s
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1015
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FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
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OM
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Guiding Principles• Make the data stand out. Maximize the data-to-
ink ratio.
• Avoid superfluidity. Remove “chartjunk”. Reduce non-data ink and redundant data-ink.
• Strive for clarity.
• Clear vision.
• Clear understanding.
Cleveland (1983) Elements of Graphing Data Edward Tufte (1985) Visual Display of Quantitative Information
-
●
●
CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
−40
−30
−20
−10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
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Data labels?
CARDIOVASCULARDEATHS
OTHERDEATHS
FIRST CARDIOVASCULAR CARE UNIT
-
Grid lines?●
●
CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
−40
−30
−20
−10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
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Guidelines for Text●
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CARDIOVASCULAROTHER
FIRSTCARDIOVASCULAR
CARE UNIT
1950 1960 1970 1980
−40
−30
−20
−10
0
YEAR
PER
CEN
T C
HAN
GE
IN D
EATH
RAT
E FR
OM
195
0
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Cardiovasculardeaths
Other deaths
First cardiovascularcare unit
Year
Change indeath rate (%)
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Scales• “Choose the scales
so that data fill up as much of the data region as possible.”
• “Choose the range of the tick marks to include or nearly include the range of the data.”
Cleveland (1983) Elements of Graphing Data
Visualization Components | 109
FIGURE 315 Scales
Numeric
The visual spacing on a linear scale is the same regardless of where you are on the axis. So if you were to measure the distance between two points on the lower end of the scale, it’d be the same if they were at the high end of the scale.
On the other hand, a logarithmic scale condenses as you increase values. This scale is used less than the linear scale and is not as well understood or straightforward for those who don’t regularly work with data, but it’s useful if you’re interested in percent differences more than you are raw counts or your data has a wide range.
For example, when you compare state populations in the United States, you deal with numbers from the hundreds of thousands up to the tens of millions. As of this writing, California has a population of approximately 38 million peo-ple, whereas Wyoming has a population of approximately 600,000. As shown
Yau, Nathan. Data Points, edited by Nathan Yau, Wiley, 2013. ProQuest Ebook Central, http://ebookcentral.proquest.com/lib/jhu/detail.action?docID=1158630.Created from jhu on 2017-05-30 15:30:29.
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Yau (2013) Data Points
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Dual y-axes: NOT clear
-
Dual y-axes: NOT clear
250,000
300,000
350,000
2 million
1 million
1.5 million
0.5 million
# Abortions # Cancer screening,Prevention
-
Source Evergreen Data
http://stephanieevergreen.com/two-alternatives-to-using-a-second-y-axis/
-
Source Evergreen Data
http://stephanieevergreen.com/two-alternatives-to-using-a-second-y-axis/
-
Source Evergreen Data
http://stephanieevergreen.com/two-alternatives-to-using-a-second-y-axis/
-
Clear Understanding• Provide clear explanations for error bars,
confidence bands, etc.
• Make legends comprehensive and informative.
1. Describe everything that is graphed.
2. Draw attention to the important features of the data.
3. Describe the conclusions that are drawn from the data on the graph.
Cleveland (1983) Elements of Graphing Data
-
Keep it simple. Or not.
• “A large amount of quantitative information can be packed into a small region.” (p. 90)
• “Many useful graphs require careful, detailed study.” (p. 94)
Cleveland (1983) Elements of Graphing Data
-
Proofread. Edit. Revise. Repeat.
• Creating statistical graphics is an iterative process.
• Consider alternative graphical approaches.
• Share graphics with collaborators, colleagues to gauge understanding.
• For presentation: evaluate figures (size, color) when projected on big screen
-
Seminar Outline
• Introduction
• Fundamentals of Statistical Graphics
• Data Visualization Best Practices
• Resources
-
Books on Data Visualization• William Cleveland The Elements of Graphing Data (1985)• Edward Tufte:
• The Visual Display of Quantitative Information (1983, 2001)
• Envisioning Information (1990, 2001) • Visual Explanations (1997) • Beautiful Evidence (2006)
• Leland Wilkinson Grammar of Graphics (1999) • Nathan Yau
• Visualize This (2011) • Data Points (2013)
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Online Resources
• Flowing Data (Nathan Yau)
• Information Visualization course from Enrico Bertini
• Data Remixed (Ben Jones)
• Dear Data (Giorgia Lupi and Stefanie Posavec)
• WTF Visualizations
http://flowingdata.com/http://enrico.bertini.io/teaching/http://dataremixed.comhttp://www.dear-data.comhttp://viz.wtf/
-
Short course by Mike Jackson, October 22