I thought this was worth sharing….Periodic Table of Visualization Methods. It shows some good examples, and some not so good examples of visualization.
Rules of visualization designed to create action:
- Keep it simple, clear, and concise – with the emphasis on simple. Don’t use complex charts to explain simple ideas.
- Know your audience. Don’t present glorious details of each step in the analytical process to executives – trust me, they don’t care.
- Find a chart style that works well with the data. Line charts show historical trending, bars charts do a better job of showing relativity.
- Don’t use 10 charts when 1 could suffice.
- Label well. Take the time to make sure all of the information is explained. The last thing you want to happen is for someone to look at it and say “what does it mean?”
- Understand there is a difference in analysis and presentation. If you are trying to convince someone to act, then make sure the data (and you) tell the story.
- Start with the big picture, then explain (if necessary) how you got there. People learn by seeing the picture first, then seeing how the parts go together.
- Document your assumptions.
- Explain your conclusions, don’t expect your audience to just to the same answer.
- Highlight the relevant points within the data that augment your argument – use a color scheme that calls out the item if you can (red bars vs gray). Do not be afraid to use the power of a printed report and some hand written notes with arrows to the corresponding areas.
- Understand where and why the data does not support your conclusions. Be prepared to defend against those points, because your audience will likely be looking for ways to contest your conclusions.
- Practice what you want to say. The more proficient you sound the more convincing you will be.
