Week 2: Data Visualization Fundamentals

Housekeeping

Questions / concerns? - Email: nhand@design.upenn.edu - Post questions on Ed Discussion

Guides

Check out the guides section of the course website for

Reminder

Sign up for free DataCamp access if you haven’t yet. See the course website for instructions.

Good courses for some of the data viz libraries we’ll talk about today:

Git & GitHub Resources

Reminder: following along with lectures

Easiest option: use Binder

Harder option: downloading Github repository contents

Today’s agenda

  • A brief overview of data visualization
  • Practical tips on color in data vizualization
  • The Python landscape:

A brief history

Starting with two of my favorite historical examples, and their modern renditions…

Example 1: the pioneering work of W. E. B. Du Bois

Re-making the Du Bois Spiral with census data

Using the Du Bois spiral to show the demographics of whites in seven states:

Green is urban, blue suburban, yellow small town, red rural. Source

Additional references

Example 2: the Statistical Atlas of the United States

  • First census: 1790
  • First map for the census: 1850
  • First Statistical Atlas: 1870
  • Largely discontinued after 1890, except for the 2000 Census Atlas

Using modern data

See http://projects.flowingdata.com/atlas, by Nathan Yau

Industry and Earnings by Sex

Source: American Community Survey, 5-Year, 2009-2013

Median Household Income

Many more examples…

More recently…two main movements:

  • 1st wave: clarity
  • 2nd wave: the grammar of visualization

Wave 1: Clarity

  • Pioneered by Edward Tufte and his release of The Visual Display of Quantitative Information in 1983
  • Focuses on clarity, simplicity, and plain color schemes
  • Charts should be immediately accessible and readable

The idea of “Chartjunk”

  • Coined by Tufte in Visual Display
  • Any unnecessary information on a chart

Some extreme examples

Wave 2: the grammar of visualization

  • Influenced by The Grammar of Graphics by Leland Wilkinson in 1999

  • Focuses on encoding data via channels onto geometry

  • Mapping data attributes on to graphical channels, e.g., length, angle, color, or position (or any other graphical character)

  • Less focus on clarity, more on the encoding system

  • Leads to many, many (perhaps confusing) ways of visualizing data

  • ggplot2 provides an R implementation of The Grammar of Graphics

  • A few different Python libraries available

Where are we now?

  • Both movements converging together
  • More visualization libraries available now than ever

A survey of common tools

  • Community-based data viz organization
  • Great resources for beginners
  • Check out the Nightingale: The Data Visualization Society’s Blog

The 7 kinds of data viz people

See, e.g. Data Sketches

Data visualization as communication

  • Data visualization is primarily a communication and design problem, not a technical one
  • Two main modes:
    • Fast: quickly understood or quickly made (or both!)
    • Slow: more advanced, focus on design, takes longer to understand and/or longer to make

Fast visualization

  • Classic trope: a report for busy executives created by subject experts \(\rightarrow\) as clear and simplified as possible
  • Leads readers to think that if the chart is not immediately understood then it must be a failure
  • The dominant method of data visualization

Moving beyond fast visualizations

  • Thinking about what charts say, beyond what is immediately clear
  • Focusing on colors, design choices

Example: Fatalities in the Iraq War

by Simon Scarr in 2011

Question: What design choices drive home the implicit message?

Data Visualization as Storytelling

The same data, but different design choices…

A negative portrayal

A positive portrayal

Design choices matter & data viz has never been more important

Some examples from the past few years…

Data Viz Style Guides

Lots of companies, cities, institutions, etc. have started design guidelines to improve and standardize their data visualizations.

One I particularly like: City of London Data Design Guidelines

First few pages are listed in the “Recommended Reading” portion of this week’s README.

London’s style guide includes some basic data viz principles that everyone should know and includes the following example:

City of London Data Design Guidelines

City of London Data Design Guidelines

Good rules

  • Less is more — minimize “chartjunk”
  • Don’t use legends if you can label directly
  • Use color / line weight to focus the reader on the data you want to emphasize
  • Don’t make the viewer tilt their head — Use titles/subtitles to explain what is being plotted

Now onto colors…

Choose your colors carefully:

  • Sequential schemes: for continuous data that progresses from low to high
  • Diverging schemes: for continuous data that emphasizes positive or negative deviations from a central value
  • Qualitative schemes: for data that has no inherent ordering, where color is used only to distinguish categories

ColorBrewer 2.0

  • The classic tool for color selection
  • Handles all three types of color schemes and provides a map-based visualization
  • Provides explanations from Cynthia Brewer’s published works on color theory
  • Tests whether colors are colorblind safe, printer friendly, and photocopy safe
  • ColorBrewer palettes are included by default in matplotlib

See: http://colorbrewer2.org

Perceptually uniform color maps

  • Created for matplotlib and available by default
  • perceptually uniform: equal steps in data are perceived as equal steps in the color space
  • robust to color blindness
  • colorful and beautiful

For quantitative data, these color maps are very strong options

Need more colors?

Almost too many tools available…

Some of my favorites

Making sure your colors work: Viz Palette

Wrapping up: some good rules to live by

  • Optimize your color map for your dataset
  • Think about who your audience is
  • Avoid palettes with too many colors: ColorBrewer stops at ~9 for a reason
  • Maintain a theme and make it pretty
  • Think about how color interacts with the other parts of the visualization

Note: no easy way to get legend added to the plot in this case…

That’s it!

See you on Wednesday when we continue Data Viz Fundamentals