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Interrupting the flow of dataviz with the following announcement.

If you're looking to shore up your data skills, modernize your skill set, or know someone looking for hands-on, high-touch instruction in Machine Learning, R, Cloud Computing, Data Quality, Digital Analytics,  A/B Testing and Financial Analysis, Principal Analytics Prep is offering evening classes this Fall. Click here to learn about our courses. 

Our instructors are industry veterans with 10+ years of practical industry experience. And class size is capped to 10, ensuring a high-touch learning environment.

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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:

Counselors_Figure1small

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.

Trifectacheckup_junkcharts_imageThe 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:

Redo_junkcharts_amstat_feline

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.


A chart makes an appearance in my new video

Been experimenting with short videos recently. My latest is a short explainer on why some parents are willing to spend over a million dollars to open back doors to college admissions. I even inserted a chart showing some statistics. Click here to see the video.

 

Also, subscribe to my channel to see future episodes of Inside the Black Box.

***

Here are a couple of recent posts related to college admissions.

  • About those so-called adversity scores (link)
  • A more detailed post on various college admissions statistics (link)

Visually exploring the relationship between college applicants and enrollment

In a previous post, we learned that top U.S. colleges have become even more selective over the last 15 years, driven by a doubling of the number of applicants while class sizes have nudged up by just 10 to 20 percent. 

Redo_pewcollegeadmissions

The top 25 most selective colleges are included in the first group. Between 2002 and 2017, their average rate of admission dropped from about 20% to about 10%, almost entirely explained by applicants per student doubling from 10 to almost 20. A similar upward movement in selectivity is found in the first four groups of colleges, which on average accept at least half of their applicants.

Most high school graduates however are not enrolling in colleges in the first four groups. Actually, the majority of college enrollment belongs to the bottom two groups of colleges. These groups also attracted twice as many applicants in 2017 relative to 2002 but the selectivity did not change. They accepted 75% to 80% of applicants in 2002, as they did in 2017.

***

In this post, we look at a different view of the same data. The following charts focus on the growth rates, indexed to 2002. 

Collegeadmissions_5

To my surprise, the number of college-age Americans  grew by about 10% initially but by 2017 has dropped back to the level of 2002. Meanwhile, the number of applications to the colleges continues to climb across all eight groups of colleges.

The jump in applications made selectivity surge at the most selective colleges but at the less selective colleges, where the vast majority of students enroll, admission rate stayed put because they gave out many more offers as applications mounted. As the Pew headline asserted, "the rich gets richer."

Enrollment has not kept up. Class sizes expanded about 10 to 30 percent in those 15 years, lagging way behind applications and admissions.

How do we explain the incremental applications?

  • Applicants increasing the number of schools they apply to
  • The untapped market: applicants who in the past would not have applied to college
  • Non-U.S. applicants: this is part of the untapped market, but much larger

An exercise in decluttering

My friend Xan found the following chart by Pew hard to understand. Why is the chart so taxing to look at? 

Pew_collegeadmissions

It's packing too much.

I first notice the shaded areas. Shading usually signifies "look here". On this chart, the shading is highlighting the least important part of the data. Since the top line shows applicants and the bottom line admitted students, the shaded gap displays the rejections.

The numbers printed on the chart are growth rates but they confusingly do not sync with the slopes of the lines because the vertical axis plots absolute numbers, not rates. 

Pew_collegeadmissions_growthThe vertical axis presents the total number of applicants, and the total number of admitted students, in each "bucket" of colleges, grouped by their admission rate in 2017. On the right, I drew in two lines, both growth rates of 100%, from 500K to 1 million, and from 1 to 2 million. The slopes are not the same even though the rates of growth are.

Therefore, the growth rates printed on the chart must be read as extraneous data unrelated to other parts of the chart. Attempts to connect those rates to the slopes of the corresponding lines are frustrated.

Another lurking factor is the unequal sizes of the buckets of colleges. There are fewer than 10 colleges in the most selective bucket, and over 300 colleges in the largest bucket. We are unable to interpret properly the total number of applicants (or admissions). The quantity of applications in a bucket depends not just on the popularity of the colleges but also the number of colleges in each bucket.

The solution isn't to resize the buckets but to select a more appropriate metric: the number of applicants per enrolled student. The most selective colleges are attracting about 20 applicants per enrolled student while the least selective colleges (those that accept almost everyone) are getting 4 applicants per enrolled student, in 2017.

As the following chart shows, the number of applicants has doubled across the board in 15 years. This raises an intriguing question: why would a college that accepts pretty much all applicants need more applicants than enrolled students?

Redo_pewcollegeadmissions

Depending on whether you are a school administrator or a student, a virtuous (or vicious) cycle has been realized. For the top four most selective groups of colleges, they have been able to progressively attract more applicants. Since class size did not expand appreciably, more applicants result in ever-lower admit rate. Lower admit rate reduces the chance of getting admitted, which causes prospective students to apply to even more colleges, which further suppresses admit rate. 

 

 

 


No Latin honors for graphic design

Paw_honors_2018This chart appeared on a recent issue of Princeton Alumni Weekly.

If you read the sister blog, you'll be aware that at most universities in the United States, every student is above average! At Princeton,  47% of the graduating class earned "Latin" honors. The median student just missed graduating with honors so the honors graduate is just above average! The 47% number is actually lower than at some other peer schools - at one point, Harvard was giving 90% of its graduates Latin honors.

Side note: In researching this post, I also learned that in the Senior Survey for Harvard's Class of 2018, two-thirds of the respondents (response rate was about 50%) reported GPA to be 3.71 or above, and half reported 3.80 or above, which means their grade average is higher than A-.  Since Harvard does not give out A+, half of the graduates received As in almost every course they took, assuming no non-response bias.

***

Back to the chart. It's a simple chart but it's not getting a Latin honor.

Most readers of the magazine will not care about the decimal point. Just write 18.9% as 19%. Or even 20%.

The sequencing of the honor levels is backwards. Summa should be on top.

***

Warning: the remainder of this post is written for graphics die-hards. I go through a bunch of different charts, exploring some fine points.

People often complain that bar charts are boring. A trendy alternative when it comes to count or percentage data is the "pictogram."

Here are two versions of the pictogram. On the left, each percent point is shown as a dot. Then imagine each dot turned into a square, then remove all padding and lines, and you get the chart on the right, which is basically an area chart.

Redo_paw_honors_2018

The area chart is actually worse than the original column chart. It's now much harder to judge the areas of irregularly-shaped pieces. You'd have to add data labels to assist the reader.

The 100 dots is appealing because the reader can count out the number of each type of honors. But I don't like visual designs that turn readers into bean-counters.

So I experimented with ways to simplify the counting. If counting is easier, then making comparisons is also easier.

Start with this observation: When asked to count a large number of objects, we group by 10s and 5s.

So, on the left chart below, I made connectors to form groups of 5 or 10 dots. I wonder if I should use different line widths to differentiate groups of five and groups of ten. But the human brain is very powerful: even when I use the same connector style, it's easy to see which is a 5 and which is a 10.

Redo_paw_honors_2

On the left chart, the organizing principles are to keep each connector to its own row, and within each category, to start with 10-group, then 5-group, then singletons. The anti-principle is to allow same-color dots to be separated. The reader should be able to figure out Summa = 10+3, Magna = 10+5+1, Cum Laude = 10+5+4.

The right chart is even more experimental. The anti-principle is to allow bending of the connectors. I also give up on using both 5- and 10-groups. By only using 5-groups, readers can rely on their instinct that anything connected (whether straight or bent) is a 5-group. This is powerful. It relieves the effort of counting while permitting the dots to be packed more tightly by respective color.

Further, I exploited symmetry to further reduce the counting effort. Symmetry is powerful as it removes duplicate effort. In the above chart, once the reader figured out how to read Magna, reading Cum Laude is simplified because the two categories share two straight connectors, and two bent connectors that are mirror images, so it's clear that Cum Laude is more than Magna by exactly three dots (percentage points).

***

Of course, if the message you want to convey is that roughly half the graduates earn honors, and those honors are split almost even by thirds, then the column chart is sufficient. If you do want to use a pictogram, spend some time thinking about how you can reduce the effort of the counting!

 

 

 

 

 


Crazy rich Asians inspire some rich graphics

On the occasion of the hit movie Crazy Rich Asians, the New York Times did a very nice report on Asian immigration in the U.S.

The first two graphics will be of great interest to those who have attended my free dataviz seminar (coming to Lyon, France in October, by the way. Register here.), as it deals with a related issue.

The first chart shows an income gap widening between 1970 and 2016.

Nyt_crazyrichasians_incomegap1

This uses a two-lines design in a small-multiples setting. The distance between the two lines is labeled the "income gap". The clear story here is that the income gap is widening over time across the board, but especially rapidly among Asians, and then followed by whites.

The second graphic is a bumps chart (slopegraph) that compares the endpoints of 1970 and 2016, but using an "income ratio" metric, that is to say, the ratio of the 90th-percentile income to the 10th-percentile income.

Nyt_crazyrichasians_incomeratio2

Asians are still a key story on this chart, as income inequality has ballooned from 6.1 to 10.7. That is where the similarity ends.

Notice how whites now appears at the bottom of the list while blacks shows up as the second "worse" in terms of income inequality. Even though the underlying data are the same, what can be seen in the Bumps chart is hidden in the two-lines design!

In short, the reason is that the scale of the two-lines design is such that the small numbers are squashed. The bottom 10 percent did see an increase in income over time but because those increases pale in comparison to the large incomes, they do not show up.

What else do not show up in the two-lines design? Notice that in 1970, the income ratio for blacks was 9.1, way above other racial groups.

Kudos to the NYT team to realize that the two-lines design provides an incomplete, potentially misleading picture.

***

The third chart in the series is a marvellous scatter plot (with one small snafu, which I'd get t0).

Nyt_crazyrichasians_byethnicity

What are all the things one can learn from this chart?

  • There is, as expected, a strong correlation between having college degrees and earning higher salaries.
  • The Asian immigrant population is diverse, from the perspectives of both education attainment and median household income.
  • The largest source countries are China, India and the Philippines, followed by Korea and Vietnam.
  • The Indian immigrants are on average professionals with college degrees and high salaries, and form an outlier group among the subgroups.

Through careful design decisions, those points are clearly conveyed.

Here's the snafu. The designer forgot to say which year is being depicted. I suspect it is 2016.

Dating the data is very important here because of the following excerpt from the article:

Asian immigrants make up a less monolithic group than they once did. In 1970, Asian immigrants came mostly from East Asia, but South Asian immigrants are fueling the growth that makes Asian-Americans the fastest-expanding group in the country.

This means that a key driver of the rapid increase in income inequality among Asian-Americans is the shift in composition of the ethnicities. More and more South Asian (most of whom are Indians) arrivals push up the education attainment and household income of the average Asian-American. Not only are Indians becoming more numerous, but they are also richer.

An alternative design is to show two bubbles per ethnicity (one for 1970, one for 2016). To reduce clutter, the smaller ethnicites can be aggregated into Other or South Asian Other. This chart may help explain the driver behind the jump in income inequality.

 

 

 

 

 


Education deserts: places without schools still serve pies and story time

I very much enjoyed reading The Chronicle's article on "education deserts" in the U.S., defined as places where there are no public colleges within reach of potential students.

In particular, the data visualization deployed to illustrate the story is superb. For example, this map shows 1,500 colleges and their "catchment areas" defined as places within 60 minutes' drive.

Screenshot-2018-8-22 Who Lives in Education Deserts More People Than You Might Think 2

It does a great job walking through the logic of the analysis (even if the logic may not totally convince - more below). The areas not within reach of these 1,500 colleges are labeled "deserts". They then take Census data and look at the adult population in those deserts:

Screenshot-2018-8-22 Who Lives in Education Deserts More People Than You Might Think 4

This leads to an analysis of the racial composition of the people living in these "deserts". We now arrive at the only chart in the sequence that disappoints. It is a pair of pie charts:

Chronicle_edudesserts_pie

 The color scheme makes it hard to pair up the pie slices. The focus of the chart should be on the over or under representation of races in education deserts relative to the U.S. average. The challenge of this dataset is the coexistence of one large number, and many small numbers.

Here is one solution:

Redo_jc_chronedudesserts

***

The Chronicle made a commendable effort to describe this social issue. But the analysis has a lot of built-in assumptions. Readers should look at the following list and see if you agree with the assumptions:

  • Only public colleges are considered. This restriction requires the assumption that the private colleges pretty much serve the same areas as public colleges.
  • Only non-competitive colleges are included. Precisely, the acceptance rate must be higher than 30 percent. The underlying assumption is that the "local students" won't be interested in selective colleges. It's not clear how the 30 percent threshold was decided.
  • Colleges that are more than 60 minutes' driving distance away are considered unreachable. So the assumption is that "local students" are unwilling to drive more than 60 minutes to attend college. This raises a couple other questions: are we only looking at commuter colleges with no dormitories? Is the 60 minutes driving distance based on actual roads and traffic speeds, or some kind of simple model with stylized geometries and fixed speeds?
  • The demographic analysis is based on all adults living in the Census "blocks" that are not within 60 minutes' drive of one of those colleges. But if we are calling them "education deserts" focusing on the availability of colleges, why consider all adults, and not just adults in the college age group? One further hidden assumption here is that the lack of colleges in those regions has not caused young generations to move to areas closer to colleges. I think a map of the age distribution in the "education deserts" will be quite telling.
  • Not surprisingly, the areas classified as "education deserts" lag the rest of the nation on several key socio-economic metrics, like median income, and proportion living under the poverty line. This means those same areas could be labeled income deserts, or job deserts.

At the end of the piece, the author creates a "story time" moment. Story time is when you are served a bunch of data or analyses, and then when you are about to doze off, the analyst calls story time, and starts making conclusions that stray from the data just served!

Story time starts with the following sentence: "What would it take to make sure that distance doesn’t prevent students from obtaining a college degree? "

The analysis provided has nowhere shown that distance has prevented students from obtaining a college degree. We haven't seen anything that says that people living in the "education deserts" have fewer college degrees. We don't know that distance is the reason why people in those areas don't go to college (if true) - what about poverty? We don't know if 60 minutes is the hurdle that causes people not to go to college (if true).We know the number of adults living in those neighborhoods but not the number of potential students.

The data only showed two things: 1) which areas of the country are not within 60 minutes' driving of the subset of public colleges under consideration, 2) the number of adults living in those Census blocks.

***

So we have a case where the analysis is incomplete but the visualization of the analysis is superb. So in our Trifecta analysis, this chart poses a nice question and has nice graphics but the use of data can be improved. (Type QV)

 

 

 


Steel tariffs, and my new dataviz seminar

I am developing a new seminar aimed at business professionals who want to improve their ability to communicate using charts. I want any guidance to be tool-agnostic, so that attendees can implement them using Excel if that’s their main charting software. Over the 12+ years that I’ve been blogging, certain ideas keep popping up; and I have collected these motifs and organized them for the seminar. This post is about a recent chart that brings up a few of these motifs.

This chart has been making the rounds in articles about the steel tariffs.

2018.03.08steel_1

The chart shows the Top 10 nations that sell steel to the U.S., which together account for 78% of all imports. 

The chart shows a few signs of design. These things caught my eye:

  1. the pie chart on the left delivers the top-line message that 10 countries account for almost 80% of all U.S. steel imports
  2. the callout gives further information about which 10 countries and how much each nation sells to the U.S. This is a nice use of layering
  3. on the right side, progressive tints of blue indicate the respective volumes of imports

On the negative side of the ledger, the chart is marred by three small problems. Each of these problems concerns inconsistency, which creates confusion for readers.

  1. Inconsistent use of color: on the left side, the darker blue indicates lower volume while on the right side, the darker blue indicates higher volume
  2. Inconsistent coding of pie slices: on the right side, the percentages add up to 78% while the total area of the pie is 100%
  3. Inconsistent scales: the left chart carrying the top-line message is notably smaller than the right chart depicting the secondary message. Readers’ first impression is drawn to the right chart.

Easy fixes lead to the following chart:

Redo_steelimports_1

***

The central idea of the new dataviz seminar is that there are many easy fixes that are often missed by the vast majority of people making Excel charts. I will present a stack of these motifs. If you're in the St. Louis area, you get to experience the seminar first. Register for a spot here.

Send this message to your friends and coworkers in the area. Also, contact me if you'd like to bring this seminar to your area.

***

I also tried the following design, which brings out some other interesting tidbits, such as that Canada and Brazil together sell the U.S. about 30% of its imported steel, the top 4 importers account for about 50% of all steel imports, etc. Color is introduced on the chart via a stylized flag coloring.

Redo_steelimports_2

 

 

 

 

 


Saying no thanks to a box of donuts

As I reported last week, the Department of Education for Delaware is running a survey on dashboard design. The survey link is here.

One of the charts being evaluated is a box of donuts, as shown below:

Delaware_doe

I have written before about the problem with donut charts (see here). A box of donuts is worse than one donut. Here, each donut references a school year. The composition by race/ethnicity of the student body is depicted. In aggregate, the composition has not changed drastically although there are small changes from year to year.

In the following alternative, I use a side-by-side line charts, sometimes called slopegraphs, to illustrate the change by race/ethnicity.

Redo_delaware_doe

The key decisions are:

  • using slopes to encode the year-to-year changes, as opposed to having readers compute those changes by measuring and dividing
  • using color to show insights (whether the race/ethnicity has expanded, contracted or remained stable across the three years) as opposed to definitions of the data
  • not showing that the percentages within each year summing to 100% as opposed to explicitly presenting this fact in a circular arrangement
  • placing annual data side by side on the same plot region as opposed to separating them in three charts

***

There is still a further question of how big a change from year to year is considered material.

This is a good example of why there is never "complete data." In theory, the numbers on this chart are "complete," and come from administrative records. Even when ignoring the possibility that some of the records are missing or incorrect, you still have the issue that the students in the system from year to year varies, so a 1 percent increase in the proportion of Hispanic students can indicate a real demographic trend, or it does not.