Sancheeta Kaushal

Musings of my world

Strong convictions precede great actions.


Notes for Storytelling with data

Introduction:

  • It’s too easy today to generate tables, charts, graphs. There were times when people did illustrations by hand, which meant you had to think before committing pen to paper.
  • Having all the information in the world at our fingertips doesn’t make it easier to communicate: it makes it harder. The more information you’re dealing with, the more difficult it is to filter down to the most important bits.
  • Bad graphs are everywhere
  • Anyone can put some data into a graphing application and create a graph

Importance of context:

  • Explorartory vs Explainatory
  • To whom are we communicating ?
    • Identifying the decision maker is one way of narrowing your audience.
  • What do we want the audience to know or do ?
    • Focus on discussion around action and prompt them to make a decision
    • Using Verbs for the same
  • How can you use data to help make your point?
    • Amount of control vs level of detail
    • Live Presentation
      • Practice makes perfect
      • Able to respond to user cues
    • Written Doc
    • Slidement
  • What tone do you want your communication to set?
  • What data is available that will help make my point?
  • Consulting for context
    • What background information is relevant or essential?
    • Who is the audience or decision maker? What do we know about them?
    • What biases does our audience have that might make them supportive of or resistant to our message?
    • What data is available that would strengthen our case? Is our audi- ence familiar with this data, or is it new?
    • Where are the risks: what factors could weaken our case and do we need to proactively address them?
    • What would a successful outcome look like?
    • If you only had a limited amount of time or a single sentence to tell your audience what they need to know, what would you say?
  • 3 minute story and a big idea for precise communication
    • Big Idea
      • It must articulate your unique point of view
      • It must convey what’s at stake
      • It must be a complete sentence
  • For planning the content use storyboarding
    • Issue
    • Pre analysis
    • Ideas for overcoming the issue
    • Post analysis
    • Recommendation
  • Choosing an Effective Visual:
    • Simple text
      • When you have just a number or two that you want to communicate suse the numbers directly
      • If you have two numbers, you can represent the change between orginal and new value
    • Tables
      • Never to use it in live presentation
      • Use light or minimal borders to make data standout
      • Interact with our verbal system
    • Heatmap
      • Color saturation
    • Chart vs Graph
    • Graphs
      • Interact with our visual system
      • Points
        • Scatterplot
      • Lines
        • Plot continuous Data/data over time
        • Focus is on relative position in space so no need to start with 0 baseline
        • Types
          • Standard Line Graph
          • Slopegraph
            • Two points of comparison and want to quickly show relative increases and decreases or differences across various categories between the two data points.
      • Bars
        • Show categorical data
        • Start with a 0 baseline
        • If you want your audience to focus on big‐picture trends, think about preserving the axis but deemphasizing it by making it grey.
        • If the specific numerical values are important, it may be bet- ter to label the data points directly. Omit the axis to avoid the inclusion of redundant information
        • Types
          • Vertical (Single or multi series)
          • Stacked vertical bar
            • Compare totals across categories and see the subcomponent pieces within a given category.
          • Waterfall
            • Transitions with ins and outs
          • Horizontal bar
            • Logical ordering of categories. Show most important category at top and rest in decrasing order or vice versa
          • Stacked horizontal bar
            • Likert scale
            • Subcomponent pieces can be structured to show either absolute values or sum to 100%. Showing sum as 100% usually works better
      • Area
        • Not too great for human eyes
        • Except for when to visualize numbers greatly vast magnitude
        • Types
          • Square Area Graphs
    • Infographic
    • What to avoid ?
      • Pie Charts
        • Replace with horizontal chart
      • Donut Charts
      • 3D Charts
      • Secondary y-axis
        • Instead,label the data points that belong on y-axis directly with focus on the data points
        • Pull the graphs apart vertically and have separate y‐axis for each (both along the left) but leverage the same x‐axis across both with focus on the trend than the numbers
        • Link the axis to the data to be read against it through the use of color
    • What is the right graph for my situation? Whatever will be easiest for your audience to read.
  • Clutter is your enemy:
    • Identify everything that isn’t adding informative value
    • Cognitive load
      • As designers of information, we want to be smart about how we use our audience’s brain power.