Speedometer charts: love or hate

Pie chart hate is tired. In this post, I explain my speedometer hate. (Also called gauges,  dials)

Next to pie charts, speedometers are perhaps the second most beloved chart species found on business dashboards. Here is a typical example:

Speedometers_example

 

For this post, I found one on Reuters about natural gas in Europe. (Thanks to long-time contributor Antonio R. for the tip.)

Eugas_speedometer

The reason for my dislike is the inefficiency of this chart form. In classic Tufte-speak, the speedometer chart has a very poor data-to-ink ratio. The entire chart above contains just one datum (73%). Most of the ink are spilled over non-data things.

This single number has a large entourage:

- the curved axis
- ticks on the axis
- labels on the scale
- the dial
- the color segments
- the reference level "EU target"

These are not mere decorations. Taking these elements away makes it harder to understand what's on the chart.

Here is the chart without the curved axis:

Redo_eugas_noaxis

Here is the chart without axis labels:

Redo_eugas_noaxislabels

Here is the chart without ticks:

Redo_eugas_notickmarks

When the tick labels are present, the chart still functions.

Here is the chart without the dial:

Redo_eugas_nodial

The datum is redundantly encoded in the color segments of the "axis".

Here is the chart without the dial or the color segments:

Redo_eugas_nodialnosegments

If you find yourself stealing a peek at the chart title below, you're not alone.

All versions except one increases our cognitive load. This means the entourage is largely necessary if one encodes the single number in a speedometer chart.

The problem with the entourage is that readers may resort to reading the text rather than the chart.

***

The following is a minimalist version of the Reuters chart:

Redo_eugas_onedial

I removed the axis labels and the color segments. The number 73% is shown using the dial angle.

The next chart adds back the secondary message about the EU target, as an axis label, and uses color segments to show the 73% number.

Redo_eugas_nodialjustsegments

Like pie charts, there are limited situations in which speedometer charts are acceptable. But most of the ones we see out there are just not right.

***

One acceptable situation is to illustrate percentages or proportions, which is what the EU gas chart does. Of course, in that situation, one can alo use a pie chart without shame.

For illustrating proportions, I prefer to use a full semicircle, instead of the circular sector of arbitrary angle as Reuters did. The semicircle lends itself to easy marks of 25%, 50%, 75%, etc, eliminating the need to print those tick labels.

***

One use case to avoid is numeric data.

Take the regional sales chart pulled randomly from a Web search above:

Speedometers_example

These charts are completely useless without the axis labels.

Besides, because the span of the axis isn't 0% to 100%, every tick mark must be labelled with the numeric value. That's a lot of extra ink used to display a single value!


Metaphors give and take

Another submission came in from Euro Twitter. The following chart is probably from Germany:

Twitter_financialpyramid

As JB noted, this chart explains a financial pyramid scheme. I believe the numbers on the left are participants while the numbers on the right are the potential ill-gotten gains per person. The longer the pyramid scheme lasts, the more people participate, the more money flows to the top.

The pyramid is a natural metaphor for visualizing pyramid schemes. The levels of the pyramid correspond to levels of a pyramid scheme - the newly recruited participants expand the base while passing revenues up the pyramid.

***

The chart fails because it's not really a dataviz. There are exactly three bars that are scaled according to data. Everything else is presented as data labels.

Let's look at the two data series separately:

Financialpyramid_data

Each series is exponentially growing (in opposite directions). [Some of the data labels for participants may be incorrect.]

Unfortunately, the triangle is not a good medium to display exponential growth. In fact, the triangular structure imposes a linear growth constraint. The length of the base is directly proportional to the height from the top. As one traverses downwards level by level, the width of the base grows linearly - not exponentially.

To illustrate exponential growth, the edge of the triangle cannot be a straight line - it has to be s steep curve!

Redo_financialpyramid

While natural, the pyramid metaphor is also severely restricting. The choice of chart form has unexpected consequences.

 


Visualizing the impossible

Note [July 6, 2022]: Typepad's image loader is broken yet again. There is no way for me to fix the images right now. They are not showing despite being loaded properly yesterday. I also cannot load new images. Apologies!

Note 2: Manually worked around the automated image loader.

Note 3: Thanks Glenn for letting me about the image loading problem. It turns out the comment approval function is also broken, so I am not able to approve the comment.

***

A twitter user sent me this chart:

twitter_greatreplacement

It's, hmm, mystifying. It performs magic, as I explain below.

What's the purpose of the gridlines and axis labels? Even if there is a rationale for printing those numbers, they make it harder, not easier, for readers to understand the chart!

I think the following chart shows the main message of this poll result. Democrats are much more likely to think of immigration as a positive compared to Republicans, with Independents situated in between.

Redo_greatreplacement

***

The axis title gives a hint as to what the chart designer was aiming for with the unconventional axis. It reads "Overall Percentage for All Participants". It appears that the total length of the stacked bar is the weighted aggregate response rate. Roughly 17% of Americans thought this development to be "very positive" which include 8% of Republicans, 27% of Democrats and 12% of Independents. Since the three segments are not equal in size, 17% is a weighted average of the three proportions.

Within each of the three political affiliations, the data labels add to 100%. These numbers therefore are unweighted response rates for each segment. (If weighted, they should add up to the proportion of each segment.)

This sets up an impossible math problem. The three segments within each bar then represent the sum of three proportions, each unweighted within its segment. Adding these unweighted proportions does not yield the desired weighted average response rate. To get the weighted average response rate, we need to sum the weighted segment response rates instead.

This impossible math problem somehow got resolved visually. We can see that each bar segment faithfully represent the unweighted response rates shown in the respective data labels. Summing them would not yield the aggregate response rates as shown on the axis title. The difference is not a simple multiplicative constant because each segment must be weighted by a different multiplier. So, your guess is as good as mine: what is the magic that makes the impossible possible?

[P.S. Another way to see this inconsistency. The sum of all the data labels is 300% because the proportions of each segment add up to 100%. At the same time, the axis title implies that the sum of the lengths of all five bars should be 100%. So, the chart asserts that 300% = 100%.]

***

This poll question is a perfect classroom fodder to discuss how wording of poll questions affects responses (something called "response bias"). Look at the following variants of the same questions. Are we likely to get answers consistent with the above question?

As you know, the demographic makeup of America is changing and becoming more diverse, while the U.S. Census estimates that white people will still be the largest race in approximately 25 years. Generally speaking, do you find these changes to be very positive, somewhat positive, somewhat negative or very negative?

***

As you know, the demographic makeup of America is changing and becoming more diverse, with the U.S. Census estimating that black people will still be a minority in approximately 25 years. Generally speaking, do you find these changes to be very positive, somewhat positive, somewhat negative or very negative?

***

As you know, the demographic makeup of America is changing and becoming more diverse, with the U.S. Census estimating that Hispanic, black, Asian and other non-white people together will be a majority in approximately 25 years. Generally speaking, do you find these changes to be very positive, somewhat positive, somewhat negative or very negative?

What is also amusing is that in the world described by the pollster in 25 years, every race will qualify as a "minority". There will be no longer majority since no race will constitute at least 50% of the U.S. population. So at that time, the word "minority" will  have lost meaning.


A German obstacle course

Tagesschau_originalA twitter user sent me this chart from Germany.

It came with a translation:

"Explanation: The chart says how many car drivers plan to purchase a new state-sponsored ticket for public transport. And of those who do, how many plan to use their car less often."

Because visual language should be universal, we shouldn't be deterred by not knowing German.

The structure of the data can be readily understood: we expect three values that add up to 100% from the pie chart. The largest category accounts for 58% of the data, followed by the blue category (40%). The last and smallest category therefore has 2% of the data.

The blue category is of the most interest, and the designer breaks that up into four sub-groups, three of which are roughly similarly popular.

The puzzle is the identities of these categories.

The sub-categories are directly labeled so these are easy for German speakers. From a handy online translator, these labels mean "definitely", "probably", "rather not", "definitely not". Well, that's not too helpful when we don't know what the survey question is.

According to our correspondent, the question should be "of those who plan to buy the new ticket, how many plan to use their car less often?"

I suppose the question is found above the column chart under the car icon. The translator dutifully outputs "Thus rarer (i.e. less) car use". There is no visual cue to let readers know we are supposed to read the right hand side as a single column. In fact, for this reader, I was reading horizontally from top to bottom.

Now, the two icons on the left and the middle of the top row should map to not buying and buying the ticket. The check mark and cross convey that message. But... what do these icons map to on the chart below? We get no clue.

In fact, the will-buy ticket group is the 40% blue category while the will-not group is the 58% light gray category.

What about the dark gray thin sector? Well, one needs to read the fine print. The footnote says "I don't know/ no response".

Since this group is small and uninformative, it's fine to push it into the footnote. However, the choice of a dark color, and placing it at the 12-o'clock angle of the pie chart run counter to de-emphasizing this category!

Another twitter user visually depicts the journey we take to understand this chart:

Tagesschau_reply

The structure of the data is revealed better with something like this:

Redo_tagesschau_newticket

The chart doesn't need this many colors but why not? It's summer.

 

 

 

 


Variance is a friend of dataviz

Seven years ago, I wrote a post about "invariance" in data visualization, which is something we should avoid (link). Yesterday, Business Insider published the following chart in an article about rising gas prices (link):

Businessinsider_gasprices_prices

The map shows the average prices at the pump in seven regions of the United States. 

This chart is succeeded by the following map:

Businessinsider_gasprices_pricechange

This second map shows the change in average gas prices in the same seven regions.

This design is invariant to the data! While the data change, the visualization looks identical. That's because the data are not encoded to any visual element - they are just printed as labels.

 


Multicultural, multicolor, manufactured outrage

Twitter users were incensed by this chart:

Twitter_worstpiechart

It's being slammed as one of the most outrageous charts ever.

Mollywhite_twitter_outrageous

***

An image search reveals this chart form has international appeal.

In Kazakh:

Eurasianbank_piechart_kazakh

In Turkish:

Medirevogrupperformans_piechart_turkey

In Arabic, but the image source is a Spanish company:

Socialpubli_piechart_spain

In English, from an Indian source:

Panipatinstitute_piechart_india

In Russian:

Russian_piechart

***

Some people are calling this a pie chart.

But it isn't a pie chart since the slices clearly add up to more than one full circle.

It may be a graph template from an infographics website. You see people are applying data labels without changing the sizes or orientation or even colors of the slices. So the chart form is used as a container for data, rather than an encoder.

***

The Twitter user who called this "outrageous" appears to want to protect the designer, as the words have been deliberately snipped from the chart.

Mollywhite_twitter_outrageous_tweet

Nevertheless, Molly White coughed up the source in a subsequent tweet.

Mollywhite_twitter_outrageous_source

A bit strange, if you stop and think a little. Why would Molly shame the designer 20 hours later after she decided not to?

 

 

According to Molly, the chart appeared on the website of an NFT company. [P.S. See note below]

Here's the top of the page that Molly White linked to:

Mollywhite_twitter_outrageous_web3isgoinggreat

Notice the author of this page. That's "Molly White",  who is the owner of this NFT company! [See note below: she's the owner of a satire website who was calling out the owner of this company.]

Who's more outrageous?

Someone creating the most outrageous chart in order to get clout from outraged Twitter users and drive traffic to her new NFT venture? Or someone creating the template for the outrageous chart form, spawning an international collection?

 

[P.S. 3/17/2022 The answer is provided by other Twitter users, and the commentors. The people spreading this chart form is more ourageous. I now realized that Molly runs a sarcastic site. When she linked to the "source", she linked to her own website, which I interpreted as the source of the image. The page did contain that image, which added to the confusion. I must also add her work looks valuable, as it assesses some of the wild claims in Web3 land.

Mollywhite_site
]

[P.S. 3/17/2022 Molly also pointed out that her second tweet about the source came around 45 minutes after the first tweet. Twitter showed "20 hours" because it was 20 hours from the time I read the tweet.]


Improving simple bar charts

Here's another bar chart I came across recently. The chart - apparently published by Kaggle - appeared to present challenges data scientists face in industry:

Kaggle

This chart is pretty standard, and inoffensive. But we can still make it better.

Version 1

Redo_kaggle_nodecimals

I removed the decimals from the data labels.

Version 2

Redo_kaggle_noaxislabels

Since every bar is labelled, is anyone looking at the axis labels?

Version 3

Redo_kaggle_nodatalabels

You love axis labels. Then, let's drop the data labels.

Version 4

Redo_kaggle_categories

Ahh, so data scientists struggle with data problems, and people issues. They don't need better tools.


Easy breezy bar charts, perhaps

I came across the following bar chart (link), which presents the results of a survey of CMOs (Chief Marketing Officers) on their attitudes toward data analytics.

Big-Data-and-the-CMO_chart5-Hurdle-800_30Apr2013Responses are tabulated to the question about the most significant hurdle(s) against the increasing use of data and analytics for marketing.

Eleven answers were presented, in addition to the catchall "Other" response. I'm unable to divine the rule used by the designer to sequence the responses.

It's not in order of significance, the most obvious choice. It's not alphabetical, either.

***

I think this indiscretion is partially redeemed by the use of color shades. The darkest blue shade points our eyes to the most significant hurdle - lack of investment in technology (44% of respondents). The second most significant hurdle is "availability of credible tools for measuring effectiveness" (31%), and that too is in dark blue.

Now what? The third most popular answer has 30% of the respondents, but it's shown by the second palest blue! I then realize the colors don't actually convey any information. Five shades of blue were selected, and they are laid out from top to bottom, from palest to darkest, in a sequential, recursive manner.

***

This chart is wild. Notice how the heights of the bars are variable. It seems that some bars have been widened to accommodate wrapped lines of text. These small edits introduce visual distortion so that the areas of these bars no longer are proportional to the data.

I like a pair of design decisions. Not showing decimal places and appending the % sign on each bar label is good. They also extend the horizontal axis to 100%. This shows what proportion of the respondents selected any particular answer - we note that a respondent is allowed to select more than one response.

The following is a more standard way of making a bar chart. (The color shading is not necessary.)

Redo_CMOsurveyanalytics

This example proves that the V corner of the Trifecta Checkup is still relevant. After one develops a good question, collects useful data and selects a standard chart form, figuring out how to visually display the information is not as easy breezy as one might think.


Ringing in the data

There is a lot of great stuff at Visual Capitalist.

This circular design isn't one of their best.

Visualcapitalist_GDPDebt2021_1800px_Finalized

***

A self-sufficiency test helps diagnose the problem. Notice that every data point is printed on the diagram. If the data labels were removed, there isn't much one can learn from the chart other than the ranking of countries from most indebted to least. It would be impossible to know the difference in debt levels between any pair of countries.

In other words, the data labels rather than visual elements are doing most of the work. In a good dataviz, we like the visual elements to carry the weight.

***

The concentric rings embed a visual hierarchy: Japan is singled out, then the next tier of countries include Sudan, Greece, Eritrea, Cape Verde, Italy, Suriname, and Barbados; and so on.

What is the clustering algorithm? What determines which countries fall into the same group?

It's implicitly determined by how many countries can fit inside the next ring. The designer carefully computed the number of rings, the widths of the rings, the density of the circles, etc. in such a way that there is no unsightly white space on the outer ring. Score a 10/10 for effort!

So the clustering of countries is not data-driven but constrained by the chart form. This limitation is similar to that found on maps used to illustrate spatial data.

 

 


Speaking to the choir

A friend found the following chart about the "carbon cycle", and sent me an exasperated note, having given up on figuring it out. The chart came from a report, and was reprinted in Ars Technica (link).

Gcp_s09_2021_global_perturbation-800x371

The problem with the chart is that the designer is speaking to the choir. One must know a lot about the carbon cycle already to make sense of everything that's going on.

We see big and small arrows pointing up or down. Each arrow has a number attached to it, plus a range inside brackets. These numbers have no units, and it's not obvious what they are measuring.

The arrows come in a variety of colors. The colors are explained by labels but the labels dexcribe apparently unrelated concepts (e.g. fossil CO2 and land-use change).

Interspersed with the arrows is a singular dot. The dot also has a number attached to it. The number wears a plus sign, which signals it's being treated differently than the quantities with up arrows.

The singular dot is an outcast, ostracized from the community of dots in the bottom part of the chart. These dots have labels but no numbers. They come in different sizes but no scale is provided.

The background is divided into three parts, showing the atmosphere, the land mass, and the ocean. The placement of the arrows and dots suggests each measured quantity concerns one of these three parts. Well... except the dot labeled "surface sediments" that sit on the boundary of the land mass and the ocean.

The three-way classification is only one layer of the chart. A different classification is embedded in the color scheme. The gray, light green, and aquamarine arrows in the sky find their counterparts in the dots of the land mass, and the ocean.

What's more, the boundaries between land and sky, and between land and ocean are also painted with those colors. These boundary segments have been given different colors so that the lengths of these segments seem to contain data but we aren't sure what.

At this point, I noticed thin arrows which appear to depict back and forth flows. There may be two types of such exchanges, one indicated by a cycle, the other by two straight arrows in opposite directions. The cycles have no numbers while each pair of straight thin arrows gets two numbers, always identical.

At the bottom of the chart is a annotation in red: "Budget imbalance = -1.0". Presumably some formula ties the numbers shown above to this -1.0 result. We still don't know the units, and it's unclear if -1.0 is a bad number. A negative number shown in red typically indicates a bad number but how bad is it?

Finally, on the top right corner, I found a legend. It's not obvious at first because the legend symbols (arrows and dots) are shown in gray, a color not used elsewhere on the chart. It appears as if it represents another color category. The legend labels do little for me. What is an "anthropogenic flux"? What does the unit of "GtCO2" stand for? Other jargon includes "carbon cycling" and "stocks". The entire diagram is titled "carbon cycle" while the "carbon cycling" thin arrows are only a small part of the diagram.

The bottom line is I have no idea what this chart is saying to me, other than that the earth is a complex system, and that the designer has tried valiantly to impregnate the diagram with lots of information. If I am well read in environmental science, my experience is likely different.