A few “dos and don’ts” for charts and graphs

The old adage about a picture being worth a thousand words is true. When it comes to communicating information, a picture–or information graphic in this case-is worth many words AND plenty of time. At their core, information graphics provide the ability to make comparisons quickly and easily. Humans are simply wired to see first and THEN read. A simple pie chart can communicate almost instantly the composition of a whole. Tools like Excel allow us great power over tremendous amounts of data, but as Peter Parker’s uncle Ben warned him “With great power comes great responsibility.”

Recently I was having a conversation with a friend. He was relating  a story about a presentation within his workplace. Unfortunately it was an all-to-common tale of a PowerPoint presentation gone bad. I’m sure you’ve probably witnessed these—bar or pie charts that seem to have been extruded from jello, confusing scales, and, to borrow a term from Edward Tufte: “chartjunk.” What’s even more alarming is that you may have been subjected to poor information design without even knowing it!

When you begin planning your presentation you should consider a few things before having Excel churn out charts and graphs galore.

Take control of your charts and graphs.

First, consider if you even need a graphic for your information. Are you leaning on a graph to “pretty things up”? Don’t do it. Put down the mouse and step away from the computer.

What is it you are trying to convey? Going back to the whole “worth a thousand words” thing, your graph should have a message. No, not “Message” (with a capital “M”) as in some sort of profound statement, but a collection of data that taken together clearly and concisely illustrates a point.

Consider how you organize the data within your graph or chart. For example, if you’re going to have a simple chart showing the breakdown of number of conference attendees and the states they’re from, you might want to think about organizing the information in a logical way. Proper organization also serves to reinforce the point of the chart or graph.

two charts demonstrating logical sorting of information

Left: sorted by number of attendees; right: sorted, somewhat illogically, by state.

By listing the attendees according to numerical order, viewers can quickly see which state had the most (or least) attendees. If we were to organize the data according to state, viewers would have to skip around to see which state had how many attendees and making relative comparison would be next to impossible without re-drawing the chart.

Reinforce the information. Build in a little redundancy.

Consider ways to reinforce the important point, or message, of the graph. In this example we’re showing the increases in widget shipments over time. The difference in size between bars isn’t terribly dramatic and viewing the increase from the starting year to the goal isn’t readily apparent. Sure, we can see that there is a steady increase but that’s it. By adding a horizontal line in the right example, we immediately see the difference between the starting year and the goal. The dashed line serves as a baseline and lets us easily compare year to year change.

Two charts showing the useof a baseline for comparison

Left: we can see the increase, but how much from 2011 to 2030? Right: adding a reference line let's us see the relative increase immediately.

Color is also important. For instance, use red and green to reinforce negative and positive respectively. When possible, use the same color across graphs to represent the same thing. Don’t use purple to represent data A and in the very next chart use purple to represent data B.

3D effects in your charts and graphs can kill…your data.

Use “special effects” sparingly, if at all. In fact, we recommend against using 3D effects for charts and graphs as they only ever seem to muck things up and actually negate the benefits of presenting data in a graphical format.

Take a look and see which one you think is easier to read?

Comparison between a 3D extruded graph and a straigh-forward 2D graph

Left: Extruded and rotated may look cool, but what information does it impart? Plus, it makes it difficult to accurately read the data. Right: boring old 2D graph. A quick and easy read.

3D extrusions also have the effect of amplifying apparent area. This can be problematic in pie charts. Are the sides part of the visualization? Are we just looking at the face? What about the parts we can’t see? These may seem like silly questions, but they wouldn’t even come up if we stick with the simpler, and highly effective 2D graph.

Avoid confusion: Beware mismatched scales.

Finally, it’s a good idea to keep your graphs and charts separated if their scales aren’t identical. In the example below the two vertical axes are quite different in the numbers they represent. At first glance, it appears that the graphs are showing the same data, but they aren’t. Either the two scales should be adjusted to be identical, to avoid confusion, or the two graphs should be physically separated.

Examples of two graphs with mismatched scales

The vertical axes of the two graphs are completly out of scale. Presented together like this results in confusion.

If the point was to compare the numbers of users to widgets shipped, then a single combined graph would be in order. This has the added benefit of allowing a quick assessment of the relationship between the number of widgets shipped in a given year and the number of users.

This graph combines two sets of data effectively

Combining widgets shipped and number of users in the same graph enhances the information imparted and makes it easier to compare the two sets of data.

Good charts and graphs take a thoughtful human touch. Let Excel stick to crunching numbers.

Creating good information graphics is not a practice best left up to the cold calculations of programs like Excel. There’s definitely more than a tiny bit of art to the creation of good, useful charts and graphs that requires a human touch. By following these tips you’ll be well on your way to creating information graphics that help support and communicate your information. And everybody will be able to get out of the meeting with their sanity intact.

In a website, more is not better.

Does your business’ website blink? Do things flash and move? Does your logo spin around and burst into flames? Is the interface just a-wiggle with “interactivity”? If so, you might want to take a step back and reevaluate your site’s goals.

Website “bling” creates barriers to entry

I recently read an article by Christopher Butler on Print Magazine’s website titled “6 Tips to Simplify Your Website’s Design” and thought it loaded with useful information that can sometimes be too easily overlooked. If nothing else, the article serves as an excellent refresher on some key points to keep in mind when creating a new site or redesigning an existing one. It’s also pertinent as we begin moving into design for the “mobile web”: sites optimized for viewing on smartphones and other mobile devices. With smaller screens and (for now) slower data connection speeds, simple design can mean the difference between making or losing a sale if customers must wait for overly complex elements to load. In the past, a certain smartphone and its operating system was criticized for not supporting or playing Flash objects on the web. Some users were upset about this as favorite sites were rendered inaccessible. However, the key concept is that when you’re delivering content, when you’re creating a portal for customers to access your online storefront, you need to be wary of creating barriers and “speedbumps” for the sake of “bling.”

Simple, focused website design lowers barriers and creates portals to success

Simple, content-driven web design, for all platforms (desktops, laptops, and smartphones and tablets), lacking in superfluous visual geegaws and design elements, creates pathways to engaging and satisfying web site experiences and makes it easy for customers to do business with you.

A great logo is nothing without proper care and handling.

cropped examples of three fomous logos

Quick, can you name these logos?

Brands like Nike, Coke, and Apple didn’t reach their level of world-wide recognition because they had super-awesome logos. They achieved that level of recognition by carefully controlling how the brand identity was used and deployed. Guided by a graphic (or brand) standards manual their logos were applied consistently and carefully over time, each impression helping to build the brand into a world wide powerhouse. It has gotten to the point that no matter the application—packaging, instruction books, hang tags, vehicles, billboards—people can instantly recognize the brand, even with the name or the logo itself obscured.

Brand identity is the sum of all the visual impressions associated with your corporate name—the logo itself, other marks and images, color. Applied inconsistently, your logo will work against your brand identity, creating instead a confusing, forgettable jumble. This is where a graphic standards manual comes into play. Think of it as an owner’s manual for your logo, instructing you in the best and most effective usage of your logo. A graphic standards manual becomes even more important when you have to entrust your logo to those outside of your organization and it will help prevent your identity from being mishandled.

Ultimately the impact of any logo depends on consistent application in your marketing efforts. Over a long period of time, the large number of impressions creates familiarity with your identity. A familiar logo is not read as a word or phrase, but is processed visually; a visual “short-cut” that represents and evokes a complex set of associations much more valuable and powerful than words.

Make it easy for people to get in touch with you.

Recently we had a potential client point out to us that they had some difficulty in contacting us. Fortunately for us they persisted, but the incident pointed out a possible weak link in our advertising strategy.

We did not include a phone number in one of our online ads.

Some of you might say “But it was an online ad. Couldn’t they just click on it and go from there?” Well, sure. You could also accuse us of having committed the sin of overlooking (or ignoring) the advertising demographic. But what happened was that, in creating the ad, we raised a barrier to communicating with us by leaving out an alternate way of contacting us if the viewer didn’t want to, or couldn’t follow the link.

We’re not advocating “kitchen sink” advertising (where you’re throwing everything in there) but this little incident reminded us that it’s prudent to make simple concessions to alternate ways of taking action on the ad.

Happy Labor Day!

mds-labor-day-2011

Muller Design Studio will be closed on September 5th
in observance of the Labor Day holiday.

Enjoy the summer weather this weekend!

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