Data is love data viz best practices
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Greg Nelson presented on best practices for data visualization and storytelling. He began with an introduction that outlined his background and experience in analytics, data science, and data visualization. Nelson then led the audience through an interactive exercise where they rated different data visualizations. He discussed key factors that affect how audiences consume and engage with data visualizations. Nelson outlined objectives like learning how to critically evaluate visualizations, identify misleading techniques, and understand the competencies important for visual storytelling. He emphasized that effective stories can motivate action by addressing emotions and provided tips for developing compelling data stories based on Pixar's rules of storytelling.
![If you can find and understand the
root cause of their [emotions], you
can turn data into a story that will
stay with your audience, conveying
exactly what you are trying to
communicate and solve.
Andy Kirk, Helen Kennedy & Jeremy
Boy](https://image.slidesharecdn.com/dataislove-datavizbestpractices-200216212754/85/Data-is-love-data-viz-best-practices-11-320.jpg)
Data is love data viz best practices
- 1. Your Presenter Greg Nelson, CPHIMS, MMCi Vice President, Analytics & Strategy – Vidant Health • Recovering Social Psychologist turned Technologist/ Data Scientist/ Informaticist (Duke University) • Prolific writer/ presenter (175+ publications/ presentations) • 25+ year Analytics/ Data Science Expert • Adjunct Faculty Fuqua School of Business (Adv Analytics & Data Visualization) • Passionate about developing the next generation of data champions • Author: The Analytics Lifecycle Toolkit (Wiley, 2018) Data Viz Best Practices
- 2. Storytelling for Good: Data Visualization Best Practices Greg Nelson, MMCi, CPHIMS Vice President, Analytics & Strategy Vidant Health @gregorysnelson
- 3. Activity PARTICIPANTS Class. TIME 5 minutes. WHAT YOU NEED Pen and paper. On that paper, divide the page into 6 rows and …4 columns. Label the rows 1 through 6 and the columns A through D. PROMPT You will be presented a series of graphical displays. Rate each of them on the following scale 1: Definitely not 2: Somewhat not 3: In between 4: Somewhat 5: Definitely The graphic was: A … easy to understand B … interesting C … surprising CONSIDER: Jot a quick note that answers this question: D … What story was being told? Data Viz Best Practices
- 4. 1. Twitter mentions Data Viz Best Practices
- 5. 2. Basketball shots Data Viz Best Practices
- 6. 3. Three-point shots Data Viz Best Practices
- 7. 4. Fish population Data Viz Best Practices
- 8. 5. Cancer deaths Data Viz Best PracticesData Viz Best Practices
- 9. 6. Healthcare quality Data Viz Best Practices
- 10. Data stories.. What did we learn? • Which one was interesting? • Which one was surprising? • Which was easy to understand? • Which story was most compelling (influence to action)? 1 4 2 3 6 5 Data Viz Best Practices
- 11. If you can find and understand the root cause of their [emotions], you can turn data into a story that will stay with your audience, conveying exactly what you are trying to communicate and solve. Andy Kirk, Helen Kennedy & Jeremy Boy
- 12. Stories can move, mobilize, and motivate people toward change and action… vSource and Perception vTime vSubject Matter vContext vSkill Level Confidence Andy Kirk, Helen Kennedy & Jeremy Boy What factors affect the data visualization consumption and engagement process? Data Viz Best Practices
- 13. How process information Data Viz Best Practices
- 14. • Learn how to critically evaluate data visualizations • Identify graphical techniques that are often used to mislead an audience • Understand the competencies that are important in visual storytelling • Gain an appreciation for how design thinking can aid in crafting a compelling data story • Quickly spot data visualizations that don’t tell the entire story Learning objectives…
- 15. Benefits of Data Visualization • Great visualizations are efficient • Visualizations can help you achieve more insight and understanding • Can help create a shared view and alignment on actions Adapted from Swimming in Data? Three Benefits of Visualization John Sviokla – HBR December, 2009 Data Viz Best Practices
- 16. Predictive outcome for selected medication Patient demographics Profile of outcome response to prescribed medications Profile of about prescribed medications and therapy Treatment evidence aggregated from comparative population Button to open filter panel Health Outcomes Analysis Source: Ketan Mane, PhD, Senior Research Scientist at RENCI, University of North Carolina at Chapel Hill Data Viz Best Practices
- 17. Types of Data Visualizations Data Visualization • Parallel coordinates • Social network • Arc • Matrix views • Node-link • Geospatial • Heat maps • Bubble charts • Spark • Spider • Word clouds Traditional “Stat Graphics” • Time series (line, multiline, area) • Magnitude (column, bar, pie, donut) • Stacked (area, bar) • Small multiples (spark, bullet) • Horizon graphs • Statistical distributions • Maps (choropleth, symbols) • Multidimensional (principal components, hierarchical clustering, structural equation models) • Association (forest plots, regression trees, scatter) Mind maps Adjacency diagrams Enclosure diagrams Elastic lists Graphic similarity models infosthetics / dataesthetics Pictographs Data Viz Best Practices
- 18. Analytics competency relates to the knowledge, skills, abilities and disposition required to successfully turn data into actionable interventions. Top 10 Competencies 1. Data storytelling 2. Question design 3. Requirements Management 4. Business Impact Assessment 5. Data visualization Techniques 6. Tool agility and technical fluency 7. Statistical principles 8. Profiling and Characterization 9. Data-driven Decision Making 10. Statistical literacy Proficiency in storytelling for actionGregory S. Nelson The Analytics Lifecycle Toolkit, 2018
- 19. Visual Display of Data • What is the difference between those who design visual displays versus other types of “data junkies”? • What tools are appropriate for each? Source: Juice Analytics Data Viz Best Practices
- 20. Our challenge… From…. To… Data Viz Best Practices
- 21. Data Visualization Roles Data Viz Best Practices Data author Storyteller Data consumer Adapted from Data Fluency (Juice Analytics)
- 22. Hypothesis- or Data-Driven? HISTORICAL VIEW Theoretical Framework Testable Hypothesis Data Investigation Empirical Study Data Investigation Testable Hypothesis Empirical Study Theoretical Framework ALTERNATE VIEW Data Viz Best Practices
- 23. General ”Analytics” Competencies by Task Business / Domain Knowledge Technical Skills (Computer science, Technology, Programming) Math/ Statistics v Formulate a question or problem statement ❉ v Generate a hypothesis that is testable ❉ v Gather/ generate data to understand the phenomenon ❉ ❉ ❉ v Analyze data to test the hypothesis/ draw conclusions ❉ ❉ v Communicate results to interested parties or take action ❉ ❉ Data Viz Best Practices
- 24. Data Viz Best Practices
- 25. DEFINE Stakeholder analysis Requirements gathering & elicitation Problem definition Question design Expected benefit EXPLORE Exploration of data (breadth & depth) Data visualization (explore) Identification of data relationships Documentation of dataset culture Generation of descriptive statistics IDENTIFY Data extraction Data integration Data transformation ANALYZE Statistical analysis Hypothesis testing Enrichment options Modeling PRESENT Data visualization (inform) Storyboarding Results presentation ROI calculation Documentation OPERATIONALIZE Workflow impact End-user training Analytic product calibration Maintenance Retuning and improvement Analytics Product Lifecycle Management Data Viz Best Practices
- 26. The goals of data visualization Data Viz Best Practices “A graph’s primary purpose is to describe and communicate the shapes that represent properties of and relationships among quantitative variables.” Nathan Yau categorizes visualization goals in these terms : • Patterns • Proportions • Relationships • Comparisons Data Visualization Catalogue A Periodic Table Of Visualization Methods
- 27. Communication Understanding Action Data Viz Best Practices
- 28. What we visualize Data Viz Best Practices Visualizations Whole vs. Part Simple Comparison Multi Comparison Trends Frequencies Correlation/ Relationship/ Proportions Spatial Relationships http://www.datavizcatalogue.com/search.html
- 29. Design Matters? • Design Best Practices • Readable • Clear • Unambiguous Data Viz Best Practices Visual design and visual cues Placement, Proximity and Position Lines, shapes and colors Coordinate systems Measurement scales Visual hierarchy
- 30. Data Viz Modalities Data Viz Best Practices Visual AnalyticsMaps Charts Graphs Infographics Dashboards Interactions Mobile BI Animations Motion Infographic Data Journalism Exploration/ Discovery Consume Explore
- 31. Art or Craft? Artist Engineer God and Moses? The Differences Between Edward Tufte and Stephen Few Data Viz Best Practices
- 32. Art or Craft? Artist Engineer Data Viz Best Practices
- 33. Analysis “Gotchas” Methodological Statistical Analysis Interpretation and Communication Results Operationalization Actionability Thinking and Intelligence Cognitive Biases Data Viz Best Practices
- 34. Common Data Visualization Mistakes 1 Unfair comparisons between two or more elements when the scale reflects only part of the whole (e.g., cropped axes.) When numbers don’t add up, scales don’t make sense or the arrangements are counter- intuitive, we lose credibility. 2 3 4 5 6 7 8 Improper Scales In graphs with multiple axes, people can often make correlations based on the trends even though the scales are unrelated. Apples to Oranges Comparisons A visual association doesn’t necessarily mean that one thing causes another. The form of the change isn’t necessarily the cause of the change. Implying Causation Ignoring population size can make an effect seem much more dramatic than it really is. Understanding Adjustments Choosing the wrong format can devastating to your story. Similarly issues can arise when you try to do too much or try to oversimplify or focus on the “pretty”. Chart Junk Don’t omit key variables and make sure that all relevant data is presented. Incomplete Data The visual is only part of the narrative. Don’t feel like you can’t augment the visual display with relevant information that rounds out the narrative. Not using Annotations When we present the data in only one way, we limit the ability to explore and create connections and associations that we may not have considered. Presenting the data in multiple ways helps people understand the whole picture and one representation may resonate more than another. Incomplete story Data Viz Best Practices
- 35. Improper Scales Broken scales show drama where it doesn't exist. http://news.nationalgeographic.com/2015/06/150619-data-points-five-ways-to-lie-with-charts/ Data Viz Best Practices
- 36. Improper Scales Numbers do not add up to 100% Data Viz Best Practices
- 37. Apples to Oranges Comparisons Data Viz Best Practices http://news.nationalgeographic.com/2015/06/150619-data-points-five-ways-to-lie-with-charts/
- 38. Greg‘s Data Viz Principles Helps… • Process lots of “data” • Aids in understanding (comprehension) • Contextualizes the story • Focuses your attention on the story • Reduces complexity • Makes us think • Allows for exploration and self-guided discovery • Helps to create a shared sense of what should happen (leads to action) Hurts… • Tells us only the part they want us to know • Dumb down the story • Confuses us • Is just pretty • Too technical Data Viz Best Practices
- 39. DEVELOPING YOUR DATA STORY The Big Idea Design for Action Prototype Activate Data Viz Best Practices
- 40. Pixar’s Rules of Storytelling Data Viz Best Practices
- 41. #2: You gotta keep in mind what's interesting to you as an audience, not what's fun to do as a writer. They can be very different. Data Viz Best Practices
- 42. #7: Come up with your ending before you figure out your middle. Seriously. Endings are hard, get yours working up front. Data Viz Best Practices
- 43. #8: Finish your story, let go even if it's not perfect. In an ideal world you have both, but move on. Do better next time. Data Viz Best Practices
- 44. #11: Putting it on paper lets you start fixing it. If it stays in your head, a perfect idea, you'll never share it with anyone. Data Viz Best Practices
- 45. #14: Why must you tell THIS story? What's the belief burning within you that your story feeds off of? That's the heart of it. Data Viz Best Practices
- 46. #22: What's the essence of your story? Most economical telling of it? If you know that, you can build out from there. Data Viz Best Practices