Conceptualizing a chart using Trifecta: a practical example

In response to the reader who left a comment asking for ideas for improving the "marginal abatements chart" that was discussed here, I thought it might be helpful to lay out the process I go through when conceptualizing a chart. (Just a reminder, here is the chart we're dealing with.)

First, I'm very concerned about the long program names. I see their proper placement in a horizontal orientation as a hard constraint on the design. I'd reject every design that displays the text vertically, at an angle, or hides it behind some hover effect, or abbreviates or abridges the text.

Second, I strongly suggest re-thinking the "cost-effectiveness" metric on the vertical axis. Flipping the sign of this metric makes a return-on-investment-type metric, which is much more intuitive. Just to reiterate a prior point, it feels odd to be selecting more negative projects before more positive projects.

Third, I'd like to decide what metrics to place on the two axes. There are three main possibilities: a) benefits (that is, the average annual emissions abatement shown on the horizontal axis currently), b) costs, and c) some function that ties together costs and benefits (currently, this design uses cost per unit benefit, and calls it cost effectivness but there are a variety of similar metrics that can be defined).

For each of these metrics, there is a secondary choice. I can use the by-project value or the cumulative value. The cumulative value is dependent on a selection order, in this case, determined by the criterion of selecting from the most cost-effective program to the least (regardless of project size or any other criteria).

This is where I'd bring in the Trifecta Checkup framework (see here for a guide).

The decision of which metrics to use on the axes means I'm operating in the "D" corner. But this decision must be made with respect to the "Q" corner, thus the green arrow between the two. Which two metrics are the most relevant depends on what we want the chart to accomplish. That in turn depends on the audience and what specific question we are addressing for them.

Fourth, if the purpose of the chart is exploratory - that is to say, we use it to guide decision-makers in choosing a subset of programs, then I would want to introduce an element of interactivity. Imagine an interface that allows the user to move programs in and out of the chart, while the chart updates itself to compute the total costs and total benefits.

This last point ties together the entire Trifacta Checkup framework (link). The Question being exploratory in nature suggests a certain way of organizing and analyzing the Data as well as a Visual form that facilitates interacting with the information.