Tennis greats at the top of their game

The following chart of world No. 1 tennis players looks pretty but the payoff of spending time to understand it isn't high enough. The light colors against the tennis net backdrop don't work as intended. The annotation is well done, and it's always neat to tug a legend inside the text.

The original is found at Tableau Public (link).

The topic of the analysis appears to be the ages at which tennis players attained world #1 ranking. Here are the male players visualized differently:

Some players like Jimmy Connors and Federer have second springs after dominating the game in their late twenties. It's relatively rare for players to get to #1 after 30.

Women workers taken for a loop or four

I was drawn to the following chart in Business Insider because of the calendar metaphor. (The accompanying article is here.)

Sometimes, the calendar helps readers grasp concepts faster but I'm afraid the usage here slows us down.

The underlying data consist of just four numbers: the wage gaps between race and gender in the U.S., considered simply from an aggregate median personal income perspective. The analyst adopts the median annual salary of a white male worker as a baseline. Then, s/he imputes the number of extra days that others must work to attain the same level of income. For example, the median Asian female worker must work 64 extra days (at her daily salary level) to match the white guy's annual pay. Meanwhile, Hispanic female workers must work 324 days extra.

There are a host of reasons why the calendar metaphor backfired.

Firstly, it draws attention to an uncomfortable detail of the analysis - which papers over the fact that weekends or public holidays are counted as workdays. The coloring of the boxes compounds this issue. (And the designer also got confused and slipped up when applying the purple color for Hispanic women.)

Secondly, the calendar focuses on Year 2 while Year 1 lurks in the background - white men have to work to get that income (roughly $46,000 in 2017 according to the Census Bureau).

Thirdly, the calendar view exposes another sore point around the underlying analysis. In reality, the white male workers are continuing to earn wages during Year 2.

The realism of the calendar clashes with the hypothetical nature of the analysis.

***

One can just use a bar chart, comparing the number of extra days needed. The calendar design can be considered a set of overlapping bars, wrapped around the shape of a calendar.

The staid bars do not bring to life the extra toil - the message is that these women have to work harder to get the same amount of pay. This led me to a different metaphor - the white men got to the destination in a straight line but the women must go around loops (extra days) before reaching the same endpoint.

While the above is a rough sketch, I made sure that the total length of the lines including the loops roughly matches the total number of days the women needed to work to earn $46,000.

***

The above discussion focuses solely on the V(isual) corner of the Trifecta Checkup, but this data visualization is also interesting from the D(ata) perspective. Statisticians won't like such a simple analysis that ignores, among other things, the different mix of jobs and industries underlying these aggregate pay figures.

Now go to my other post on the sister (book) blog for a discussion of the underlying analysis.

 

 

It's hot even in Alaska

A twitter user pointed to the following chart, which shows that Alaska has experienced extreme heat this summer, with the July statewide average temperature shattering the previous record;

This column chart is clear in its primary message: the red column shows that the average temperature this year is quite a bit higher than the next highest temperature, recorded in July 2004. The error bar is useful for statistically-literate people - the uncertainty is (presumably) due to measurement errors. (If a similar error bar is drawn for the July 2004 column, these bars probably overlap a bit.)

The chart violates one of the rules of making column charts - the vertical axis is truncated at 53F, thus the heights or areas of the columns shouldn't be compared. This violation was recently nominated by two dataviz bloggers when asked about "bad charts" (see here).

Now look at the horizontal axis. These are the years of the top 20 temperature records, ordered from highest to lowest. The months are almost always July except for the year 2004 when all three summer months entered the top 20. I find it hard to make sense of these dates when they are jumping around.

In the following version, I plotted the 20 temperatures on a chronological axis. Color is used to divide the 20 data points into four groups. The chart is meant to be read top to bottom. 

 

What is a bad chart?

In the recent issue of Madolyn Smith’s Conversations with Data newsletter hosted by DataJournalism.com, she discusses “bad charts,” featuring submissions from several dataviz bloggers, including myself.

What is a “bad chart”? Based on this collection of curated "bad charts", it is not easy to nail down “bad-ness”. The common theme is the mismatch between the message intended by the designer and the message received by the reader, a classic error of communication. How such mismatch arises depends on the specific example. I am able to divide the “bad charts” into two groups: charts that are misinterpreted, and charts that are misleading.

 

Charts that are misinterpreted

The Causes of Death entry, submitted by Alberto Cairo, is a “well-designed” chart that requires “reading the story where it is inserted and the numerous caveats.” So readers may misinterpret the chart if they do not also partake the story at Our World in Data which runs over 1,500 words not including the appendix.

The map of Canada, submitted by Highsoft, highlights in green the provinces where the majority of residents are members of the First Nations. The “bad” is that readers may incorrectly “infer that a sizable part of the Canadian population is First Nations.”

In these two examples, the graphic is considered adequate and yet the reader fails to glean the message intended by the designer.

 

Charts that are misleading

Two fellow bloggers, Cole Knaflic and Jon Schwabish, offer the advice to start bars at zero (here's my take on this rule). The “bad” is the distortion introduced when encoding the data into the visual elements.

The Color-blindness pictogram, submitted by Severino Ribecca, commits a similar faux pas. To compare the rates among men and women, the pictograms should use the same baseline.

In these examples, readers who correctly read the charts nonetheless leave with the wrong message. (We assume the designer does not intend to distort the data.) The readers misinterpret the data without misinterpreting the graphics.

 

Using the Trifecta Checkup

In the Trifecta Checkup framework, these problems are second-level problems, represented by the green arrows linking up the three corners. (Click here to learn more about using the Trifecta Checkup.)

The visual design of the Causes of Death chart is not under question, and the intended message of the author is clearly articulated in the text. Our concern is that the reader must go outside the graphic to learn the full message. This suggests a problem related to the syncing between the visual design and the message (the QV edge).

By contrast, in the Color Blindness graphic, the data are not under question, nor is the use of pictograms. Our concern is how the data got turned into figurines. This suggests a problem related to the syncing between the data and the visual (the DV edge).

***

When you complain about a misleading chart, or a chart being misinterpreted, what do you really mean? Is it a visual design problem? a data problem? Or is it a syncing problem between two components?

SCMP's fantastic infographic on Hong Kong protests

In the past month, there have been several large-scale protests in Hong Kong. The largest one featured up to two million residents taking to the streets on June 16 to oppose an extradition act that was working its way through the legislature. If the count was accurate, about 25 percent of the city’s population joined in the protest. Another large demonstration occurred on July 1, the anniversary of Hong Kong’s return to Chinese rule.

South China Morning Post, which can be considered the New York Times of Hong Kong, is well known for its award-winning infographics, and they rose to the occasion with this effort.

This is one of the rare infographics that you’d not regret spending time reading. After reading it, you have learned a few new things about protesting in Hong Kong.

In particular, you’ll learn that the recent demonstrations are part of a larger pattern in which Hong Kong residents express their dissatisfaction with the city’s governing class, frequently accused of acting as puppets of the Chinese state. Under the “one country, two systems” arrangement, the city’s officials occupy an unenviable position of mediating the various contradictions of the two systems.

This bar chart shows the growth in the protest movement. The recent massive protests didn't come out of nowhere. 

This line chart offers a possible explanation for burgeoning protests. Residents’ perceived their freedoms eroding in the last decade.

If you have seen videos of the protests, you’ll have noticed the peculiar protest costumes. Umbrellas are used to block pepper sprays, for example. The following lovely graphic shows how the costumes have evolved:

The scale of these protests captures the imagination. The last part in the infographic places the number of protestors in context, by expressing it in terms of football pitches (as soccer fields are known outside the U.S.) This is a sort of universal measure due to the popularity of football almost everywhere. (Nevertheless, according to Wikipedia, the fields do not have one fixed dimension even though fields used for international matches are standardized to 105 m by 68 m.)

This chart could be presented as a bar chart. It’s just that the data have been re-scaled – from counting individuals to counting football pitches-ful of individuals. 

***
Here is the entire infographics.

Three estimates, two differences trip up an otherwise good design

Reader Fernando P. was baffled by this chart from the Perception Gap report by More in Common. (link to report)

Overall, this chart is quite good. Its flaws are subtle. There is so much going on, perhaps even the designer found it hard to keep level.

The title is "Democrat's Perception Gap" which actually means the gap between Democrats' perception of Republicans and Republican's self-reported views. We are talking about two estimates of Republican views. Conversely, in Figure 2 (not shown), the "Republican's Perception Gap" describes two estimates of Democrat views.

The gap is visually shown as the gray bar between the red dot and the blue dot. This is labeled perception gap, and its values are printed on the right column, also labeled perception gap.

Perhaps as an after-thought, the designer added the yellow stripes, which is a third estimate of Republican views, this time by Independents. This little addition wreaks havoc. There are now three estimates - and two gaps. There is a new gap, between Independents' perception of Republican views, and Republican's self-reported views. This I-gap is hidden in plain sight. The words "perception gap" obstinately sticks to the D-gap.

***

Here is a slightly modified version of the same chart.

 

The design focuses attention on the two gaps (bars). It also identifies the Republican self-perception as the anchor point from which the gaps are computed.

I have chosen to describe the Republican dot as "self-perception" rather than "actual view," which connotes a form of "truth." Rather than considering the gap as an error of estimation, I like to think of the gap as the difference between two groups of people asked to estimate a common quantity.

Also, one should note that on the last two issues, there is virtual agreement.

***

Aside from the visual, I have doubts about the value of such a study. Only the most divisive issues are being addressed here. Adding a few bipartisan issues would provide controls that can be useful to tease out what is the baseline perception gap.

I wonder whether there is a self-selection in survey response, such that people with extreme views (from each party) will be under-represented. Further, do we believe that all survey respondents will provide truthful answers to sensitive questions that deal with racism, sexism, etc.? For example, if I am a moderate holding racist views, would I really admit to racism in a survey?

 

 

Putting the house in order, two Brexit polls

Reader Steve M. noticed an oversight in the Guardian in the following bar chart (link):

The reporter was discussing an important story that speaks to the need for careful polling design. He was comparing two polls, one by Ipsos Mori, and one by YouGov, that estimates the vote support for each party in the future U.K. general election. The bottom line is that the YouGov poll predicts about double the support for the Brexit Party than the Ipsos-Mori poll.

The stacked bar chart should only be used for data that can be added up. Here, we should be comparing the numbers side by side:

I've always found this standard display inadequate. The story here is the gap in the two bar lengths for the Brexit Party. A secondary story is that the support for the Brexit Party might come from voters breaking from Labour. In other words, we really want the reader to see:

Switching to a dot plot helps bring attention to the gaps:

Now, putting the house in order:

Why do these two polls show such different results? As the reporter explained, the answer is in how the question was asked. The Ipsos-Mori is unprompted, meaning the Brexit Party was not announced to the respondent as one of the choices while the YouGov is prompted.

This last version imposes a direction on the gaps to bring out the secondary message - that the support for Brexit might be coming from voters breaking from Labour.

 

 

Tightening the bond between the message and the visual: hello stats-cats

The editors of ASA's Amstat News certainly got my attention, in a recent article on school counselling. A research team asked two questions. The first was HOW ARE YOU FELINE?

Stats and cats. The pun got my attention and presumably also made others stop and wonder. The second question was HOW DO YOU REMEMBER FEELING while you were taking a college statistics course? Well, it's hard to imagine the average response to that question would be positive.

What also drew me to the article was this pair of charts:

Surely, ASA can do better. (I'm happy to volunteer my time!)

Rotate the chart, clean up the colors, remove the decimals, put the chart titles up top, etc.

***

The above remedies fall into the V corner of my Trifecta checkup.

The key to fixing this chart is to tighten the bond between the message and the visual. This means working that green link between the Q and V corners.

This much became clear after reading the article. The following paragraphs are central to the research (bolding is mine):

Responses indicated the majority of school counselors recalled experiences of studying statistics in college that they described with words associated with more unpleasant affect (i.e., alarm, anger, distress, fear, misery, gloom, depression, sadness, and tiredness; n = 93; 66%). By contrast, a majority of counselors reported same-day (i.e., current) emotions that appeared to be associated with more pleasant affect (i.e., pleasure, happiness, excitement, astonishment, sleepiness, satisfaction, and calm; n = 123; 88%).

Both recalled emotive experiences and current emotional states appeared approximately balanced on dimensions of arousal: recalled experiences associated with lower arousal (i.e., pleasure, misery, gloom, depression, sadness, tiredness, sleepiness, satisfaction, and calm, n = 65, 46%); recalled experiences associated with higher arousal (i.e., happiness, excitement, astonishment, alarm, anger, distress, fear, n = 70, 50%); current emotions associated with lower arousal (n = 60, 43%); current experiences associated with higher arousal (i.e., n = 79, 56%).

These paragraphs convey two crucial pieces of information: the structure of the analysis, and its insights.

The two survey questions measure two states of experiences, described as current versus recalled. Then the individual affects (of which there were 16 plus an option of "other") are scored on two dimensions, pleasure and arousal. Each affect maps to high or low pleasure, and separately to high or low arousal.

The research insight is that current experience was noticably higher than recalled experience on the pleasure dimension but both experiences were similar on the arousal dimension.

Any visualization of this research must bring out this insight.

***

Here is an attempt to illustrate those paragraphs:

The primary conclusion can be read from the four simple pie charts in the middle of the page. The color scheme shines light on which affects are coded as high or low for each dimension. For example, "distressed" is scored as showing low pleasure and high arousal.

A successful data visualization for this situation has to bring out the conclusion drawn at the aggregated level, while explaining the connection between individual affects and their aggregates.

Re-thinking a standard business chart of stock purchases and sales

Here is a typical business chart.

A possible story here: institutional investors are generally buying AMD stock, except in Q3 2018.

Let's give this chart a three-step treatment.

STEP 1: The Basics

Remove the data labels, which stand sideways awkwardly, and are redundant given the axis labels. If the audience includes people who want to take the underlying data, then supply a separate data table. It's easier to copy and paste from, and doing so removes clutter from the visual.

The value axis is probably created by an algorithm - hard to imagine someone deliberately placing axis labels  $262 million apart.

The gridlines are optional.

STEP 2: Intermediate

Simplify and re-organize the time axis labels; show the quarter and year structure. The years need not repeat.

Align the vocabulary on the chart. The legend mentions "inflows and outflows" while the chart title uses the words "buying and selling". Inflows is buying; outflows is selling.

STEP 3: Advanced

This type of data presents an interesting design challenge. Arguably the most important metric is the net purchases (or the net flow), i.e. inflows minus outflows. And yet, the chart form leaves this element in the gaps, visually.

The outflows are numerically opposite to inflows. The sign of the flow is encoded in the color scheme. An outflow still points upwards. This isn't a criticism, but rather a limitation of the chart form. If the red bars are made to point downwards to indicate negative flow, then the "net flow" is almost impossible to visually compute!

Putting the columns side by side allows the reader to visually compute the gap, but it is hard to visually compare gaps from quarter to quarter because each gap is hanging off a different baseline.

The following graphic solves this issue by focusing the chart on the net flows. The buying and selling are still plotted but are deliberately pushed to the side:

The structure of the data is such that the gray and pink sections are "symmetric" around the brown columns. A purist may consider removing one of these columns. In other words:

Here, the gray columns represent gross purchases while the brown columns display net purchases. The reader is then asked to infer the gross selling, which is the difference between the two column heights.

We are almost back to the original chart, except that the net buying is brought to the foreground while the gross selling is pushed to the background.

 

Elegant way to present a pair of charts

The Bloomberg team has come up with a few goodies lately. I was captivated by the following graphic about the ebb and flow of U.S. presidential candidates across recent campaigns. Link to the full presentation here.

The highlight is at the bottom of the page. This is an excerpt of the chart:

From top to bottom are the sequential presidential races. The far right vertical axis is the finish line. Going right to left is the time before the finish line. In 2008, for example, there are candidates who entered the race much earlier than typical.

This chart presents an aggregate view of the data. We get a sense of when most of the candidates enter the race, when most of them are knocked out, and also a glimpse of outliers. The general pattern across multiple elections is also clear. The design is a stacked area chart with the baseline in the middle, rather than the bottom, of the chart.

Sure, the chart can disappoint those readers who want details and precise numbers. It's not immediately apparent how many candidates were in the race at the height of 2008, nor who the candidates were.

The designer added a nice touch. By clicking on any of the stacks, it transforms into a bar chart, showing the extent of each candidate's participation in the race.

I wish this was a way to collapse the bar chart back to the stack. You can reload the page to start afresh.

***

This elegant design touch makes the user experience playful. It's also an elegant way to present what is essentially a panel of plots. Imagine the more traditional presentation of placing the stack and the bar chart side by side.

This design does not escape the trade-off between entertainment value and data integrity. Looking at the 2004 campaign, one should expect to see the blue stack halve in size around day 100 when Kerry became the last man standing. That moment is not marked in the stack. The stack can be interpreted as a smoothed version of the count of active candidates.

I suppose some may complain the stack misrepresents the data somewhat. I find it an attractive way of presenting the big-picture message to an audience that mostly spend less than a minute looking at the graphic.