Handling partial data on graphics

Last week, I posted on the book blog a piece about excess deaths and accelerated deaths (link). That whole piece is about how certain types of analysis have to be executed at certain moments of time.  The same analysis done at the wrong time yields the wrong conclusions.

Here is a good example of what I'm talking about. This is a graph of U.S. monthly deaths from Covid-19 during the entire pandemic. The chart is from the COVID Tracking Project, although I pulled it down from my Twitter feed.

There is nothing majorly wrong with this column chart (I'd remove the axis labels). But there is a big problem. Are we seeing a boomerang of deaths from November to December to January?

Not really. This trend is there only because the chart is generated on January 12. The last column contains 12 days while the prior two columns contain 30-31 days.

The Trifecta Checkup picks up this problem. What the visual is showing isn't what the data are saying. I'd call this a Type D chart.

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What to fix this?

One solution is to present partial data for all the other columns, so that the readers can compare the January column to the others.

One critique of this is the potential seasonality. The first 38% (12 out of 31) of a month may not be comparable across months. A further seasonal adjustment makes this better - if we decide the benefits outweight the complexity.

Another solution is to project the full-month tally.

The critique here is the accuracy of the projection.

But the point is that not making the adjustment would be worse.

 

 

Dreamy Hawaii

I really enjoyed this visual story by ProPublica and Honolulu Star-Advertiser about the plight of beaches in Hawaii (link).

The story begins with a beautiful invitation:

This design reminds me of Vimeo's old home page. (It no longer looks like this today but this screenshot came from when I was the data guy there.) In both cases, the images are not static but moving.

The tour de force of this visual story is an annotated walk along the Lanikai Beach. Here is a snapshot at one of the stops:

This shows a particular homeowner who, according to documents, was permitted to rebuild a destroyed seawall even though officials were supposed to disallow reconstruction in order to protect beaches from eroding. The property is marked on the map above. The image inside the box is a gif showing waves smashing the seawall.

As the reader scrolls down, the image window runs through a carousel of gifs of houses along the beach. The images are synchronized to the reader's progress along the shore. The narrative makes stops at specific houses at which point a text box pops up to provide color commentary.

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The erosion crisis is shown in this pair of maps.

There's some fancy work behind the scenes to patch together images, and estimate the boundaries of th beaches.

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The following map is notable for its simplicity. There are no unnecessary details and labels. We don't need to know the name of every street or a specific restaurant. Removing excess details makes readers focus on the informative parts. 

Clicking on the dots brings up more details.

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Enjoy the entire story here.

Convincing charts showing containment measures work

The disorganized nature of U.S.'s response to the coronavirus pandemic has created a sort of natural experiment that allows data journalists to explore important scientific questions, such as the impact of containment measures on cases and hospitalizations. This New York Times article represents the best of such work.

The key finding of the analysis is beautifully captured by this set of scatter plots:

Each dot is a state. The cases (left plot) and hospitalizations (right plot) are plotted against the severity of containment measures for November. The negative correlation is unmistakable: the more containment measures taken, the lower the counts.

There are a few features worth noting.

The severity index came from a group at Oxford, and is a number between 0 and 100. The journalists decided to leave out the numerical labels, instead simply showing More and Fewer. This significantly reduces processing time. Readers won't be able to understand the index values anyway without reading the manual.

The index values are doubly encoded. They are first encoded by the location on the horizontal axis and redundantly encoded on the blue-red scale. Ordinarily, I do not like redundant encoding because the reader might assume a third dimension exists. In this case, I had no trouble with it.

The easiest way to see the effect is to ignore the muddy middle and focus on the two ends of the severity index. Those states with the fewest measures - South Dakota, North Dakota, Iowa - are the worst in cases and hospitalizations while those states with the most measures - New York, Hawaii - are among the best. This comparison is similar to what is frequently done in scientific studies, e.g. when they say coffee is good for you, they typically compare heavy drinkers (4 or more cups a day) with non-drinkers, ignoring the moderate and light drinkers.

Notably, there is quite a bit of variability for any level of containment measures - roughly 50 cases per 100,000, and 25 hospitalizations per 100,000. This indicates that containment measures are not sufficient to explain the counts. For example, the hospitalization statistic is affected by the stock of hospital beds, which I assume differ by state.

Whenever we use a scatter plot, we run the risk of xyopia. This chart form invites readers to explain an outcome (y-axis values) using one explanatory variable (on x-axis). There is an assumption that all other variables are unimportant, which is usually false.

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Because of the variability, the horizontal scale has meaningless precision. The next chart cures this by grouping the states into three categories: low, medium and high level of measures.

This set of charts extends the time window back to March 1. For the designer, this creates a tricky problem - because states adapt their policies over time. As indicated in the subtitle, the grouping is based on the average severity index since March, rather than just November, as in the scatter plots above.

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The interplay between policy and health indicators is captured by connected scatter plots, of which the Times article included a few examples. Here is what happened in New York:

Up until April, the policies were catching up with the cases. The policies tightened even after the case-per-capita started falling. Then, policies eased a little, and cases started to spike again.

The Note tells us that the containment severity index is time shifted to reflect a two-week lag in effect. So, the case count on May 1 is not paired with the containment severity index of May 1 but of April 15.

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You can find the full article here.

 

 

 

Making better pie charts if you must

I saw this chart on an NYU marketing twitter account:

The graphical design is not easy on our eyes. It's just hard to read for various reasons.

The headline sounds like a subject line from an email.

The subheaders are long, and differ only by a single word.

Even if one prefers pie charts, they can be improved by following a few guidelines.

First, start the first sector at the 12-oclock direction. Like this:

The survey uses a 5-point scale from "Very Good" to "Very Bad". Instead of using five different colors, it's better to use two extreme colors and shading. Like this:

I also try hard to keep all text horizontal.

For those who prefers not to use pie charts, a side-by-side bar chart works well.

In my article for DataJournalism.com, I outlined "unspoken rules" for making various charts, including pie charts.

 

 

 

Why you should expunge the defaults from Excel or (insert your favorite graphing program)

Yesterday, I posted the following chart in the post about Cornell's Covid-19 case rate after re-opening for in-person instruction.

This is an edited version of the chart used in Peter Frazier's presentation.

The original chart carries with it the burden of Excel defaults.

What did I change and why?

I switched away from the default color scheme, which ignores the relationships between the two lines. In particular, the key comparison on this chart should be the actual case rate versus the nominal case rate. In addition, the three lines at the top are related as they all come from the same underlying mathematical model. I used the same color but different shades.

Also, instead of placing the legend as far away from the data labels as possible, I moved the line labels next to the data labels.

Instead of daily date labels, I moved to weekly labels, and set the month names on a separate level than the day names.

The dots were removed from the top three lines but I'd have retained them, perhaps with some level of transparency, if I spent more time making the edits. I'd definitely keep the last dot to make it clear that the blue lines contain one extra dot.

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Every graphing program has defaults, typically computed by some algorithm tuned to the average chart. Don't settle for the average chart. Get rid of any default setting that slows down understanding.

 

 

Election visual 3: a strange, mash-up visualization

Continuing our review of FiveThirtyEight's election forecasting model visualization (link), I now look at their headline data visualization. (The previous posts in this series are here, and here.)

It's a set of 22 maps, each showing one election scenario, with one candidate winning. What chart form is this?

Small multiples may come to mind. A small-multiples chart is a grid in which every component graphic has the same form - same chart type, same color scheme, same scale, etc. The only variation from graphic to graphic is the data. The data are typically varied along a dimension of interest, for example, age groups, geographic regions, years. The following small-multiples chart, which I praised in the past (link), shows liquor consumption across the world.

Each component graphic changes according to the data specific to a country. When we scan across the grid, we draw conclusions about country-to-country variations. As with convention, there are as many graphics as there are countries in the dataset. Sometimes, the designer includes only countries that are directly relevant to the chart's topic.

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What is the variable FiveThirtyEight chose to vary from map to map? It's the scenario used in the election forecasting model.

This choice is unconventional. The 22 scenarios is a subset of the 40,000 scenarios from the simulation - we are left wondering how those 22 are chosen.

Returning to our question: what chart form is this?

Perhaps you're reminded of the dot plot from the previous post. On that dot plot, the designer summarized the results of 40,000 scenarios using 100 dots. Since Biden is the winner in 75 percent of all scenarios, the dot plot shows 75 blue dots (and 25 red).

The map is the new dot. The 75 blue dots become 16 blue maps (rounded down) while the 25 red dots become 6 red maps.

Is it a pictogram of maps? If we ignore the details on the maps, and focus on the counts of colors, then yes. It's just a bit challenging because of the hole in the middle, and the atypical number of maps.

As with the dot plot, the map details are a nice touch. It connects readers with the simulation model which can feel very abstract.

Oddly, if you're someone familiar with probabilities, this presentation is quite confusing.

With 40,000 scenarios reduced to 22 maps, each map should represent 1818 scenarios. On the dot plot, each dot should represent 400 scenarios. This follows the rule for creating pictograms. Each object in a pictogram - dot, map, figurine, etc. - should encode an equal amount of the data. For the 538 visualization, is it true that each of the six red maps represents 1818 scenarios? This may be the case but not likely.

Recall the dot plot where the most extreme red dot shows a scenario in which Trump wins 376 out of 538 electoral votes (margin = 214). Each dot should represent 400 scenarios. The visualization implies that there are 400 scenarios similar to the one on display. For the grid of maps, the following red map from the top left corner should, in theory, represent 1,818 similar scenarios. Could be, but I'm not sure.

Mathematically, each of the depicted scenario, including the blowout win above, occurs with 1/40,000 chance in the simulation. However, one expects few scenarios that look like the extreme scenario, and ample scenarios that look like the median scenario.  

So, the right way to read the 538 chart is to ignore the map details when reading the embedded pictogram, and then look at the small multiples of detailed maps bearing in mind that extreme scenarios are unique while median scenarios have many lookalikes.

(Come to think about it, the analogous situation in the liquor consumption chart is the relative population size of different countries. When comparing country to country, we tend to forget that the data apply to large numbers of people in populous countries, and small numbers in tiny countries.)

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There's a small improvement that can be made to the detailed maps. As I compare one map to the next, I'm trying to pick out which states that have changed to change the vote margin. Conceptually, the number of states painted red should decrease as the winning margin decreases, and the states that shift colors should be the toss-up states.

So I'd draw the solid Republican (Democratic) states with a lighter shade, forming an easily identifiable bloc on all maps, while the toss-up states are shown with a heavier shade.

Here, I just added a darker shade to the states that disappear from the first red map to the second.

Ask how you can give

A reader and colleague Georgette A was frustrated with the following graphic that appeared in the otherwise commendable article in National Geographic (link). The NatGeo article provides a history lesson on past pandemics that killed millions.

What does the design want to convey to readers?

Our attention is drawn to the larger objects, the red triangle on the left or the green triangle on the right. Regarding the red triangle, we learn that the base is the duration of the pandemic while the height of the black bar represents the total deaths.

An immediate curiosity is why a green triangle is lodged in the middle of the red triangle. Answering this question requires figuring out the horizontal layout. Where we expect axis labels we find an unexpected series of numbers (0, 16, 48, 5, 2, 4, ...). These are durations that measure the widths of the triangular bases.

To solve this puzzle, imagine the chart with the triangles removed, leaving just the black columns. Now replace the durations with index numbers, 1 to 13, corresponding to the time order of the ending years of these epidemics. In other words, there is a time axis hidden behind the chart. [As Ken reminded me on Twitter, I forgot to mention that details of each pandemic are revealed by hovering over each triangle.]

This explains why the green triangle (Antonine Plague) is sitting inside the large red triangle (Plague of Justinian). The latter's duration is 3 times that of the former, and the Antonine Plague ended before the Plague of Justinian. In fact, the Antonine occurred during 165-180 while the Justinian happened during 541-588. The overlap is an invention of the design. To receive what the design gives, we have to think of time as a sequence, not of dates.

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Now, compare the first and second red triangles. Their black columns both encode 50 million deaths. The Justinian Plague however was spread out over 48 years while the Black Death lasted just 5 years. This suggests that the Black Death was more fearsome than the Justinian Plague. And yet, the graphic presents the opposite imagery.

This is a pretty tough dataset to visualize. Here is a side-by-side bar chart that lets readers first compare deaths, and then compare durations.

In the meantime, I highly recommend the NatGeo article.

Working with multiple dimensions, an example from Germany

An anonymous reader submitted this mirrored bar chart about violent acts by extremists in the 16 German states.

At first glance, this looks like a standard design. On a second look, you might notice what the reader discovered- the chart used two different scales, one for each side. The left side (red) depicting left-wing extremism is artificially compressed relative to the right side (blue). Not sure if this reflects the political bias of the publication - but in any case, this distortion means the only way to consume this chart is to read the numbers.

Even after fixing the scales, this design is challenging for the reader. It's unnatural to compare two years by looking first below then above. It's not simple to compare across states, and even harder to compare left- and right-wing extremism (due to mirroring).

The chart feels busy because the entire dataset is printed on it. I appreciate not including a redundant horizontal axis. (I wonder if the designer first removed the axis, then edited the scale on one side, not realizing the distortion.) Another nice touch, hidden in the legend, is the country totals.

I present two alternatives.

The first is a small-multiples "bumps chart".

Each plot presents the entire picture within a state. You can see the general level of violence, the level of left- and right-wing extremism, and their year-on-year change. States can be compared holistically.

Several German state names are rather long, so I explored a horizontal orientation. In this case, a connected dot plot may be more appropriate.

The sign of a good multi-dimensional visual display is whether readers can easily learn complex relationships. Depending on the question of interest, the reader can mentally elevate parts of this chart. One can compare the set of blue arrows to the set of red arrows, or focus on just blue arrows pointing right, or red arrows pointing left, or all arrows for Berlin, etc.

 

[P.S. Anonymous reader said the original chart came from the Augsburger newspaper. This link in German contains more information.]

The discontent of circular designs

You have two numbers +84% and -25%.

The textbook method to visualize this pair is to plot two bars. One bar in the positive direction, the other in the negative direction. The chart is clear (more on the analysis later).

But some find this graphic ugly. They don’t like straight lines, right angles and such. They prefer circles, and bends. Like PBS, who put out the following graphic that was forwarded to me by Fletcher D. on twitter:

Bending the columns is not as simple as it seems. Notice that the designer adds red arrows pointing up and down. Because the circle rounds onto itself, the sense of direction is lost. Now, readers must pick up the magnitude and the direction separately. It doesn’t help that zero is placed at the bottom of the circle.

Can we treat direction like we would on a bar chart? Make counter-clockwise the negative direction. This is what it looks like:

But it’s confusing. I made the PBS design worse because now, the value of each position on the circle depends on knowing whether the arrow points up or down. So, we couldn’t remove those red arrows.

The limitations of the “racetrack” design reveal themselves in similar data that are just a shade different. Here are a couple of scenarios to ponder:

1. You have growth exceeding 100%. This is a hard problem.
2. You have three or more rates to compare. Making one circle for each rate quickly becomes cluttered. You may make a course with multiple racetracks. But anyone who runs track can tell you the outside lanes are not the same distance as the inside. I wrote about this issue in a long-ago post (see here).

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For a Trifecta Checkup (link), I'd also have concerns about the analytics. There are so many differences between the states that have required masks and states that haven't - the implied causality is far from proven by this simple comparison. For example, it would be interesting to see the variability around these averages - by state or even by county.

Bubble charts, ratios and proportionality

A recent article in the Wall Street Journal about a challenger to the dominant weedkiller, Roundup, contains a nice selection of graphics. (Dicamba is the up-and-comer.)

The change in usage of three brands of weedkillers is rendered as a small-multiples of choropleth maps. This graphic displays geographical and time changes simultaneously.

The staircase chart shows weeds have become resistant to Roundup over time. This is considered a weakness in the Roundup business.

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In this post, my focus is on the chart at the bottom, which shows complaints about Dicamba by state in 2019. This is a bubble chart, with the bubbles sorted along the horizontal axis by the acreage of farmland by state.

Below left is a more standard version of such a chart, in which the bubbles are allowed to overlap. (I only included the bubbles that were labeled in the original chart).

The WSJ’s twist is to use the vertical spacing to avoid overlapping bubbles. The vertical axis serves a design perogative and does not encode data.  

I’m going to stick with the more traditional overlapping bubbles here – I’m getting to a different matter.

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The question being addressed by this chart is: which states have the most serious Dicamba problem, as revealed by the frequency of complaints? The designer recognizes that the amount of farmland matters. One should expect the more acres, the more complaints.

Let's consider computing directly the number of complaints per million acres.

The resulting chart (shown below right) – while retaining the design – gives a wholly different feeling. Arkansas now owns the largest bubble even though it has the least acreage among the included states. The huge Illinois bubble is still large but is no longer a loner.

Now return to the original design for a moment (the chart on the left). In theory, this should work in the following manner: if complaints grow purely as a function of acreage, then the bubbles should grow proportionally from left to right. The trouble is that proportional areas are not as easily detected as proportional lengths.

The pair of charts below depict made-up data in which all states have 30 complaints for each million acres of farmland. It’s not intuitive that the bubbles on the left chart are growing proportionally.

Now if you look at the right chart, which shows the relative metric of complaints per million acres, it’s impossible not to notice that all bubbles are the same size.