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Storytelling with Data

The importance of context

  • Exploratory vs explanatory graphics.
    • Exploratory is for the analyst.
    • Exploratory is for the audience.
  • Who is the audience, who is the stakeholder?
  • What do you need your audience to know or do?
  • How will you communicate to your audience? Live or written by email?
  • What tone do you want your communication to set?
  • What data is available that will help make your point?
  • If you had 3 minutes to tell a story, what would be the big idea : the unique point of view in one sentence?
  • Let’s now move to storyboarding.

Choosing an effective visual

  • Go with a simple text or a figure.
  • Available charts: scatterplot, table, lines, slopegraph, vertical bars, horizontal bars, stacked vertical bars, stacked horizontal bars, waterfall, square areas.
  • Table? Never in a live presentation (too dense).
  • Heatmap? Never! A better alternative is a slopegraph.
  • Color saturation is for visual contrast: put everything in B&W except the one thing you want to draw attention on.
  • Speak in relative, not in absolute: scatterplot, average, percentage, waterfall (change, increment), areas for comparing categories.
  • Avoid clutter and 3D, avoid saturated series and secondary axes.
  • Prefer a zero baseline and equal scales among several graphics.
  • Prefer square forms over round forms.
    • Avoid pie charts or donut charts.
    • Prefer a horizontal bar chart.

Clutter is your enemy !

  • Avoid cognitive load: a simple chart, a few line, one image.
  • Avoid borders (limited to the L axes), avoid gridlines and background shading.
  • The y-axis is often facultative.
  • Clean up axis labels; summarize labels (Jan vs January)
  • Bold and colors is for making the important stand out.
  • Limit to 2 or 3 colors.
  • Add white space.
  • Add details to the important areas (annotate).
  • Add the legend on the graph, not outside.

Focus your audience’s attention

  • Use preattentive attributes in text : bold, italics, separate spatially, underlined, more tone or color (B&W), data stand out, numbered data, size.
  • Avoid shades of red and green.
  • Use preattentive attributes in visual : difference in orientation, shape, length, width, size, curvature, added marks, enclosure, hue, intensity, spatial position, motion
  • Position on the page follows the 1-2-3-4 loop.
  • Consult:
    • Cultural Color Connotations, David McCandless.
    • The Visual Miscellaneum : A Colourful Guide to the World’s Most Consequential Trivia.

Think like a designer

  • Eliminate distractions.
  • Not all data are equally important.
  • When detail is not needed, summarize.
  • Would eliminating ‘this’ change anything?
  • Push necessary, but non-message-impacting items to the background.
  • The power of subcategories, subdivisions.
  • Legible, clean, straightforward language.
  • Action titles.

Lessons in storytelling

  • Write a story with a schema (in 3 acts).
  • Write a narrative structure (the hero’s journey).
  • Use the power of repetition: 3, 7, 12, 30, 40, 100, 500, 1000.

Final thoughts

Wrap up

  1. Understand the context.
  2. Choose an appropriate visual display.
  3. Eliminate clutter.
  4. Focus attention where you want it.
  5. Think like a designer.
  6. Tell a story.