The Art Of Data Visualization

An Online Course by

Dr. Andres Fortino

Agenda

• Data visualization is storytelling in a graphical medium.

• We strive to create a visual (a sign) that delivers intended message (a signifier) elegantly and achieves intended purpose (the significant). In other words, after making a data visual you ask yourself:

Did I create a good sign with a message that is clear and moves people to action?

Agenda

• We will explore a few significant elements to produce compelling charts by answering these questions: – Does the visual send a strong and unmistakable signal? – Have the principles of perception been used to

greatest advantage? – Is it a quality visual that resolves the viewer's desire to

be informed? – Can you improve your visual by emulating famous

chart makers?

SIGNALSThe Art of Data Visualization

What’s the point?

• For a data visual to be successful:Are signs and symbols used properly in the visual?

People need to make decisions

Give Them a Sign

What your signs should not be

Not a solution Wrong

What is wrong with these signs?

Too complex

Is it cute or is it clear?

Semiotics

• The science of sign making

• It has three parts:– Signifier – the intended

meaning– Signified – the symbol

or icon that stands in for the signifier

– Sign – The combination that makes up our perception

Cultural Difference in Symbol Interpretation

Semiotics and Data Visuals

• Translation to information visualization• Is our visual a sign? Of what?• Is the signifier (meaning) clear?• Have we used a good significant (symbolic

image to represent our meaning)?

Example

• Signifier – Have we reached our goal yet?

• Significant– A thermometer icon

• Sign– A thermometer chart

• Is this the appropriate chart?• Did we use this chart appropriately here?• Have we violated or used cultural norms?

What is wrong symbolism in this chart?

Results of the 2012 US Presidential Elections

1. Winner’s bar should be on top

2. The democrats won the race so the symbol for each party is wrong

3. The color for each party is wrong

What’s the point?

• For a data visual to be successful:Are signs and symbols used properly in the visual?• Has the visualization transgressed cultural

conventions?• Were we expecting the symbolism as used in

the chart?

PERCEPTIONThe Art of Data Visualization

Eye of the beholder

“Many an object is not seen, though it falls within the range of our visual ray, because it does not come within the range of our intellectual ray, i.e. we are not looking for it. So, in the largest sense, we find only the world we look for.”

“The question is not what you look at, but what you see.”

Henry David Thoreau, Journal

Get the Picture

• Did you know that 25% of your brain power is connected to visual stimulus, and 70% of our sensory receptors are in our eyes?

• No wonder we "get the picture" faster when presenting information visually.

Yarbus - Measuring Eye Movements while Seeing

Where does your eye fall?

Where does your eye fall?

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Using Yarbus’ work

• Your eye is attracted unconsciously to strong focal point images

• You should decide what are the most important things you want your viewers to focus on and make them stand out when they first view chart

• Use Gestalt, color theory, the right chart, remove chart junk and other methods to assist in focusing the viewer’s eye

Why does this happen?

• Our perception is programmed (via our DNA) try to make sense of shapes to “flight or flee” in a split second

This is the work of the millions of our rod cells that see in black and white and can discriminate detail

What’s the point?

• For a data visual to be most successful:Does the eye of the viewer focus on the most important point you are trying to make?• Did you check the visual to make sure that as soon as

the viewer sees it their eyes go to the most important feature to stress?

• If not, what can be done to the visualization to make it happen?

Another the point

• For a data visual to be most successfulThe principles of the Gestalt psychology of perception should be thoughtfully employed when creating a visualization

Can you spot the wolf?

Visual Perception and GestaltPROXIMITY

Objects close together are perceived as related.

SIMILARITYObjects similar in nature are perceived as related.

FIGURE-BACKGROUNDObjects are perceived as figures

(in focus) or background.

CONTINUITYObjects moving in the same direction

are perceived as related.

PRÄGNANZ (Simplicity)Simple patterns are preferred to and understood more than complex ones.

CONNECTEDENESSConnected objects

are perceived as related.

CLOSUREOpen structures are perceived as closed.

Category ValueCategory A 8.25 Category B 20.10

Category 1 105.20 Category 2 899.36

Category 3 1,003.31

Visual Perception and GestaltPROXIMITY

Objects close together are perceived as related.

SIMILARITYObjects similar in nature are perceived as related.

FIGURE-BACKGROUNDObjects are perceived as figures

(in focus) or background.

CONTINUITYObjects moving in the same direction

are perceived as related.

PRÄGNANZ (Simplicity)Simple patterns are preferred to and understood more than complex ones.

CONNECTEDENESSConnected objects

are perceived as related.

CLOSUREOpen structures are perceived as closed.

Category

Category

Category

Category

Category

The Principal Principle- Figure/Ground

What’s the point?

• For a data visual to be most successfulThe principles of the Gestalt psychology of perception should be thoughtfully employed when creating a visual• Does the visual have good figure/ground differences?• Has grouping been used to best effect?• Has connectedness been used effectively?• How about flow?

QUALITYThe Art of Data Visualization

“The usefulness of a graph can be evaluated only in the context of the type of data, the questions the designer wants the readers to answer, and the nature of the audience.”

Stephen M. Kosslyn, from Graph Design for the Eye and Mind

What’s the point?

• For a data visual to be most successfulThe visual must contain a quality to resolve the viewer's desire to be informed.

Christopher Alexander

• Quality Without a Name• A Pattern Language

The Timeless Way

• Although Alexander is speaking about building physical spaces, homes and towns, this has been applied universally to many other disciplines, and it applies to building visuals as well.

“There is one timeless way of building. It is a thousand years old, and the same today as it has ever been. The great traditional buildings of the past, the villages and tents and temples in which man feels at home, have always been made by people who were very close to the center of this way.”

Christopher Alexander Timeless Way of Building

The Timeless WayThe Process

“A building or a town [or a data visual] will only be alive to the extent that is governed by the timeless way.”“It is a process which brings order out of nothing but ourselves; it cannot be attained, but it will happen of its own accord, if we will only let it.”

The Timeless Way Precepts:The Quality

• A visual will have that quality of being alive, and being very useful to human beings if we use the principles Alexander outlines.

“To seek the timeless way we must first know the quality without a name.”

“There is a central quality which is the root criterion of life and spirit in a man, a town, a building, or a wilderness. This quality is objective and precise, but it cannot be named.”

The Timeless Way Precepts:The Gate

• This is the key element: use a pattern language, which are a collection of techniques that produce quality visuals. Essentially all the good principles we outline here.

• Patterns resolve forces in tension and, in our case bring knowledge. • The tension in our case is between knowing and not knowing.

“To reach the quality without a name we must then build a living pattern language as a gate.”

“This quality in buildings and in towns cannot be made, but only generated, indirectly, by the ordinary actions of the people, just as a flower cannot be made, but only generated from the seed.”

Example Architectural Pattern• In architecture there is a building pattern called a “door”• It resolves many forces in tension:

– It marks the controlled separation between “inside” and “outside”

– Keeping people in (as in jails)– Keeping people and undesirable elements out

(as in front door of a house, or a screen door)– While allowing controlled access between spaces– It can be secured (front door) or not (swing door)

• It comes in many forms– Barn doors, front doors, screen doors, pet doors

Example Visual Pattern

• One pattern in our repertoire of visual forms language is the “pie chart”

• It resolves many forces in tension– Knowing what is the contribution of each part to

a whole– Knowing which parts matters and which are inconsequential– Knowing the rough order of the sizes of each datum

• It comes in many forms (pie, doughnut, gauge) • In the end if it has been applied properly it informs the

viewer, who, after viewing “knows”

The Timeless Way Precepts:The Way

• In our case that means the use of all these patterns will result in a stream of quality visuals that informs our viewers

“Once we have built the gate, we can pass through it to the practice of the timeless way.”

“Now we shall begin to see in detail how the rich and complex order of a town can grow from thousands of creative acts. For once we have a common pattern language in our town, we shall all have the power to make our streets an buildings live, through our most ordinary acts.”

The Timeless Way

• In our case that means that a visual we build with quality has to inform, it has to dispel ignorance, and provide the “good of knowing” to the world.

• This is the key element in our analysis of a visual using the principle: does it inform?

“This is a fundamental view of the world. It says that when you build a thing you cannot merely build that thing in isolation, but must repair the world around it, and within it, so that the larger world at that one place becomes more coherent, and more whole; and the thing which you make takes its place in the web of nature, as you make it.”

The Timeless Way of Living Visuals

• To be “alive” a visual must provide a service.• The service is the resolution of a tension the viewer

brings to the chart. They want to know.• If the chart informs, the tension is relieved, the viewer

now “knows”.• If the viewers is still puzzled over the information after

viewing, the chart does not have the living quality of informing and releasing the tension of ignorance.

• Did our chart inform? Did it relieve tension? Then we can say it is a quality chart

What’s the point?

• For a data visual to be most successfulThe visual must inform - it should dispel ignorance.• When critiquing yours or peer’s visuals ask:

– Is the viewer informed?– Do the forces in tension find resolution in the chart?– Does the tension the viewer brings to the chart relived by

the information and how it is presented?

GIANTSThe Art of Data Visualization

John Snow and the London Cholera Map

John Snow and the London Cholera Map

Hans Rosling and Gapminder

Charles Minard and The March on Moscow

Florence Nightingale and The Crimean War

CONCLUSIONThe Art of Data Visualization

“Start with a strong focus, do as much research as you can, organize, summarize, and then deliver your conclusions in a structured and visually appealing manner.”

Alberto Cairo,The Functional Art

Spring 2017 Course Details• Who:

– Dr. Andres Fortino, principal faculty• Where:

– NYU School of Professional Studies– Center for Advanced Digital Applications

• When:– Five weeks, March 27-May 6, 2017

• What:– Online self-paced, weekly modules (MOOC-style)– Non-credit graduate-level seminar, graded

• Sign up:– https://

www.sps.nyu.edu/professional-pathways/courses/DATA1-CE9002-the-art-of-data-visualization.html

– Cost: $675

Course Description• Data visualization is storytelling in a graphical medium. • The format of this course is inspired by the workshops used

extensively to train budding writers, in which you gain knowledge by doing and redoing, by offering and receiving critique, and above all, by learning from each another.

• Present your project while other students offer critique and suggestions for improvement.

• The course offers immersion into the creative process, the discipline of sketching and revising, and the practical use of tools.

• Develop a discriminating eye for good visualizations. Readings on aspects of the craft are assigned throughout the term.

Course Learning Outcomes• Give constructive critique on other people’s data visualization• Listen and respond to critique from others on one’s own data

visualization• Evaluate alternative visualization of the same data• Refine and improve drafts of data visualization projects• Interpret data visualization with an integrated lens combining

the perspectives of statistical graphics, graphic design, and information visualization

• Create at least one piece of work that can be included in one’s portfolio

Class Format - Online• The instruction for the course is conducted online asynchronously. • That means there are not set “class meetings”. The material for

the class is posted on line as modules to be done weekly, with short video presentations (10-20 min) by the instructor and assignments to be completed each week.

• Since in this class students learn by giving and receiving criticism class participate in the class forums each week is required. Students are required to post at least one criticism of two of their colleagues assignments to receive credit for the class.

• Faculty is constantly available to give feedback and guidance• All classwork as well as assignment submissions are done through

the NYU Classes Learning Management System.• Studio format with small classes

Dr. Andres Fortino Bio• Dr. Andres Fortino is a consultant in the innovation industry and is currently the

principal with Fortino Global Education. • He teaches big data analytics and Innovation and Entrepreneurship at NYU School

of Professional Studies. He leads seminars in data visualization and business analytics at the American Management Association.

• He served as Dean of Academic Affairs at DeVry College of New York and as Associate Provost for Corporate Graduate Programs at the Polytechnic Institute of New York University. He holds bachelors and masters degrees in electrical engineering from City College of New York and a PhD in electrical engineering from CUNY. Before joining NYU-Poly he served as Dean of the Marist College School of Management.

• He is a Senior Member of IEEE and a Distinguished Speaker in Computer Science with the IEEE. He is a Fulbright Specialist in Technology Management. His major interests are innovation, creativity and data analytics and data visualization as well as technology innovation management.

Student Comments from The Art of Data Visualization Class Spring 2016

• The Professor did a great job of internalizing his sources and teaching key elements in his modules. There were many good source materials referenced/made available.

• I enjoyed the way the course was structured and how each module included relevant and easy digestible information

• I enjoyed the PPT videos a great deal. I think the topics will stick with me and I will be much more thoughtful when I create charts throughout my career.

• Assignments were great practice as were the opportunity to give and receive feedback.

• I would have liked to learn a bit more about certain tools the instructor finds valuable. I work mostly in excel and PowerPoint for my job but am interested in learning quick ways to improve my visualizations with other tools and resources

• Great professor. I was very happy with the teaching style and the course overall.• I found the feedback process to be very helpful-both giving and receiving. Unless it

is a very large class, I think everyone should have to provide feedback on everyone's assignment.