Rules of Thumb
Information Visualization
John Alexis Guerra Gómez
| john.guerra[at]gmail.com
| @duto_guerra
https://johnguerra.co/lectures/information_visualization_spring2021/05_Rules_of_thumb/
Partially based on
slides from Tamara Munzner
and
previous adaptations
with
Andy Reagan
What We Are Going to Learn
No unjustified 3D
or 2D
Readable text
Eyes beat memory
Visualization mantra
Responsiveness is required
Function first, form next
No Unjustified 3D
Unjustified 3D Everywhere
http://viz.wtf/post/137826497077/eye-popping-3d-triangles
http://viz.wtf/post/139002022202/designer-drugs-ht-ducqn
Power of the Plane
Power of the Plane (cont.)
Danger of Depth
We don’t really live in 3D.
👉 We
see
in 2.05D.
Acquire more info on image plane quickly from eye movements
Acquire more info for depth more slowly, from head/body motion
https://projector.tensorflow.org/
Occlusion Hides Information
Interaction can resolve occlusion...
... but at cost of time and cognitive load
Distortion Viewing Techniques for 3D Data. Carpendale et al. InfoVis1996.
Perspective?
Perspective distortion loses information.
Interferes with all size channel encodings
Power of the plane is lost!
[Visualizing the Results of Multimedia Web Search Engines.
Mukherjea, Hirata, and Hara. InfoVis 96]
3D vs. 2D Bar Charts
🚫
3D bars
🚫
Perspective distortion
Occlusion
2D faceting 👌🏻
[http://perceptualedge.com/files/GraphDesignIQ.html]
Tilted Text Isn’t Legible
[Visualizing the World-Wide Web with the Navigational View Builder. Mukherjea and Foley. Computer Networks and ISDN Systems, 1995.]
Tilted text
👉 poor legibility
Further reading:
[Exploring and Reducing the Effects of Orientation on Text Readability in Volumetric Displays. Grossman et al. CHI 2007]
Power Demand of a Research Facility
Task:
identify/compare similar periods of time
[Cluster and Calendar based Visualization of Time Series Data. van Wijk and van Selow, Proc. InfoVis 99.]
Transform to New Data Abstraction
[Cluster and Calendar based Visualization of Time Series Data. van Wijk and van Selow, Proc. InfoVis 99.]
Derived data: cluster hierarchy
Juxtapose multiple views (calendar)
Superimposed 2D curves (clusters)
When to Use 3D
Shape perception
Benefits outweigh costs when
target
is shape
[Image-Based Streamline Generation and Rendering. Li and Shen. IEEE Trans. Visualization and Computer Graphics (TVCG) 13:3 (2007), 630–640.]
Good Usage of 3D
Constrained navigation steps
through carefully designed viewpoints
NY Times Article
When to Use 3D
Use 3D for true 3D spatial data. 👍
3D needs very careful justification for abstract data.
Enthusiasm in 1990s, but now skepticism
Be especially careful with 3D for point clouds or networks
[WEBPATH-a three dimensional Web history. Frecon and Smith. Proc. InfoVis 1999]
No Unjustified 2D
No Unjustified 2D
Consider whether network data requires 2D spatial layout
Especially if reading text is central to task!
Arranging as network means lower information density and harder label lookup compared to text lists
Benefits outweigh costs when topological structure/context important for task
Be especially careful for search results, document collections, ontologies
Do You Really Need a Map?
@andishehnouraee tweet
They use the position location
Use them for geographical tasks
Bad for comparison tasks
Don't use a map just because you have geo data
Eyes Beat Memory
Eyes Beat Memory
Principle: external cognition vs. internal memory
Easy to compare by moving eyes between side-by-side views
Harder to compare visible item to memory of what you saw
Eyes Beat Memory (cont.)
Implications for animation
Great for choreographed storytelling
Great for transitions between two states
Poor for many states with changes everywhere
Consider small multiples instead
Example: Cerebral
Small multiples: one graph instance per experimental condition
Same spatial layout
Color differently, by condition
[Cerebral: Visualizing Multiple Experimental Conditions on a Graph with Biological Context. Barsky, Munzner, Gardy, and Kincaid. IEEE Trans. Visualization and Computer Graphics (Proc. InfoVis 2008) 14:6 (2008), 1253–1260.]
Why Not Animation?
Disparate frames and regions: comparison difficult
Vs. contiguous frames
Vs. small region
Vs. coherent motion of group
Safe special case
Animated transitions
[Cerebral: Visualizing Multiple Experimental Conditions on a Graph with Biological Context. Barsky, Munzner, Gardy, and Kincaid. IEEE Trans. Visualization and Computer Graphics (Proc. InfoVis 2008) 14:6 (2008), 1253–1260.]
Change Blindness
If attention is directed elsewhere, even drastic changes not noticeable
http://www2.psych.ubc.ca/~rensink/flicker/download/
Resolution Beats Immersion
[Development of an information visualization tool using virtual reality. Kirner and Martins. Proc. Symp. Applied Computing 2000]
Immersion typically not helpful for abstract data
Do not need sense of presence or stereoscopic 3D
Desktop also better for workflow integration
Resolution much more important: pixels are the scarcest resource
Virtual reality for abstract data difficult to justify thus far
But stay tuned with second wave
Visualization Mantra
Visualization Mantra
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
Overview first, zoom and filter, then details on demand
[The Eyes Have It: A Task by Data Type Taxonomy for Information Visualizations. Shneiderman. Proc. IEEE Visual Languages, pp. 336–343, 1996.]
Overview
Overview
👉 summary
Microcosm of full visualization design problems
Useful for exploration
Overview 👉 Zoom
TreeVersity2
Overview 👉 Filtering
TreeVersity2
Bottom-Up?
Sometimes makes sense to start small
Useful for presentation
Common in storytelling
Helps explaining complex concepts
Colombian election analysis
Function First,
Form Next
Function First
Start with focus on functionality
Possible to improve aesthetics later on, as refinement
If no expertise, seek for help from graphic designers
Dangerous to start with aesthetics
Usually impossible to add function retroactively
[The Non-Designer’s Design Book. Robin Williams. 3rd edition. Peachpit Press, 2008.]
Aesthetics Do Matter
Another level of function
Visual hierarchy, alignment, flow
Gestalt principles in action
Very important for the enjoy task
[The Non-Designer’s Design Book. Robin Williams. 3rd edition. Peachpit Press, 2008.]
Responsiveness Is Required
Visual feedback: three rough categories
0.1 seconds: perceptual processing
Subsecond response for mouseover highlighting: ballistic motion
1 second: immediate response
Fast response after mouseclick, button press: Fitts’s Law limits on motor control
10 seconds: brief tasks
Bounded response after dialog box: mental model of heavyweight operation (file load)
Scalability Considerations
Highlight selection without complete redraw of view (graphics frontbuffer)
Show ⏳ for multi-second operations (check for cancel/undo)
Show progress bar for long operations (process in background thread)
Rendering speed when item count is large (guaranteed frame rate)
Basic Design Principles
Basic Design Principles
Proximity
Alignment
Repetition
Contrast
Proximity
Do group related items together
Avoid equal whitespace between unrelated
The Non-Designer’s Design Book, 4th ed. Robin Williams, Peachpit Press, 2015.
Alignment
Do find/make strong line, stick to it
Avoid automatic centering
The Non-Designer’s Design Book, 4th ed. Robin Williams, Peachpit Press, 2015.
Repetition
Do unify by pushing existing consistencies
The Non-Designer’s Design Book, 4th ed. Robin Williams, Peachpit Press, 2015.
Contrast
If not identical, then very different
Avoid similar
The Non-Designer’s Design Book, 4th ed. Robin Williams, Peachpit Press, 2015.
Labels and Axis
Labeling
Make visualizations as self-documenting as possible
Meaningful and useful title, labels, legends
https://xkcd.com/833/
Labeling (cont.)
Axes and panes/subwindows should have labels
And axes should have good mix/max boundary tick marks
Everything that’s plotted should have a legend
And own header/labels if not redundant with main title
Use reasonable numerical format
Avoid scientific notation in most cases
Avoid Dual Axis
Apples vs. oranges
Which one is which?
Be Careful with Aggregations
Mean vs. median
Show standard deviations
Show uncertainty
Does the aggregation make sense?
Cars and motorcycles have, on average, three wheels
Summing up grades (instead of averaging)
Normalize
When comparing, using a common metric
Usually percent
Always state percent to what
Ethics
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
https://johnguerra.co/viz/USElections2016/
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
Alberto Cairo: How Charts Lie
Thought exercise
Tasks:
T1. Identify the rate of job gains in the US in one specific month (Identify/Features)
T2. Compore the number of jobs gained on a month with the normal numbers (Identify/Features)
Ideas
Collect the number of jobs per month
Derive the difference of jobs to the previous month/week
Derive the % of new jobs with respect to the previous month/week
Visualize the % of new jobs
👍 or 👎?
https://idsc.miami.edu/how-economic-data-has-been-distorted-during-covid-19/
https://www.nytimes.com/2020/10/02/business/economy/september-jobs-report.html
https://www.washingtonpost.com/business/2021/01/08/trump-jobs-record/
What We Learned
No unjustified 3D
or 2D
Readable text
Eyes beat memory
Visualization mantra
Responsiveness is required
Function first, form next