Data visualization is the representation of data through use of common graphics, such as charts, plots, infographics, and even animations. These visual displays of information communicate complex data relationships and data-driven insights in a way that is easy to understand.
Data visualization can be utilized for a variety of purposes, and it’s important to note that is not only reserved for use by data teams. Management also leverages it to convey organizational structure and hierarchy while data analysts and data scientists use it to discover and explain patterns and trends. Harvard Business Review (link resides outside IBM) categorizes data visualization into four key purposes: idea generation, idea illustration, visual discovery, and everyday dataviz. We’ll delve deeper into these below:
Data visualization is commonly used to spur idea generation across teams. They are frequently leveraged during brainstorming or Design Thinking sessions at the start of a project by supporting the collection of different perspectives and highlighting the common concerns of the collective. While these visualizations are usually unpolished and unrefined, they help set the foundation within the project to ensure that the team is aligned on the problem that they’re looking to address for key stakeholders.
Data visualization for idea illustration assists in conveying an idea, such as a tactic or process. It is commonly used in learning settings, such as tutorials, certification courses, centers of excellence, but it can also be used to represent organization structures or processes, facilitating communication between the right individuals for specific tasks. Project managers frequently use Gantt charts and waterfall charts to illustrate workflows. Data modeling also uses abstraction to represent and better understand data flow within an enterprise’s information system, making it easier for developers, business analysts, data architects, and others to understand the relationships in a database or data warehouse.
Visual discovery and every day data viz are more closely aligned with data teams. While visual discovery helps data analysts, data scientists, and other data professionals identify patterns and trends within a dataset, every day data viz supports the subsequent storytelling after a new insight has been found.
Data visualization is a critical step in the data science process, helping teams and individuals convey data more effectively to colleagues and decision makers. Teams that manage reporting systems typically leverage defined template views to monitor performance. However, data visualization isn’t limited to performance dashboards. For example, while text mining an analyst may use a word cloud to to capture key concepts, trends, and hidden relationships within this unstructured data. Alternatively, they may utilize a graph structure to illustrate relationships between entities in a knowledge graph. There are a number of ways to represent different types of data, and it’s important to remember that it is a skillset that should extend beyond your core analytics team.
The earliest form of data visualization can be traced back the Egyptians in the pre-17th century, largely used to assist in navigation. As time progressed, people leveraged data visualizations for broader applications, such as in economic, social, health disciplines. Perhaps most notably, Edward Tufte published The Visual Display of Quantitative Information (link resides outside IBM), which illustrated that individuals could utilize data visualization to present data in a more effective manner. His book continues to stand the test of time, especially as companies turn to dashboards to report their performance metrics in real-time. Dashboards are effective data visualization tools for tracking and visualizing data from multiple data sources, providing visibility into the effects of specific behaviors by a team or an adjacent one on performance. Dashboards include common visualization techniques, such as:
Access to data visualization tools has never been easier. Open source libraries, such as D3.js, provide a way for analysts to present data in an interactive way, allowing them to engage a broader audience with new data. Some of the most popular open source visualization libraries include:
With so many data visualization tools readily available, there has also been a rise in ineffective information visualization. Visual communication should be simple and deliberate to ensure that your data visualization helps your target audience arrive at your intended insight or conclusion. The following best practices can help ensure your data visualization is useful and clear:
Set the context: It’s important to provide general background information to ground the audience around why this particular data point is important. For example, if e-mail open rates were underperforming, we may want to illustrate how a company’s open rate compares to the overall industry, demonstrating that the company has a problem within this marketing channel. To drive an action, the audience needs to understand how current performance compares to something tangible, like a goal, benchmark, or other key performance indicators (KPIs).
Know your audience(s): Think about who your visualization is designed for and then make sure your data visualization fits their needs. What is that person trying to accomplish? What kind of questions do they care about? Does your visualization address their concerns? You’ll want the data that you provide to motivate people to act within their scope of their role. If you’re unsure if the visualization is clear, present it to one or two people within your target audience to get feedback, allowing you to make additional edits prior to a large presentation.
Choose an effective visual: Specific visuals are designed for specific types of datasets. For instance, scatter plots display the relationship between two variables well, while line graphs display time series data well. Ensure that the visual actually assists the audience in understanding your main takeaway. Misalignment of charts and data can result in the opposite, confusing your audience further versus providing clarity.
Keep it simple: Data visualization tools can make it easy to add all sorts of information to your visual. However, just because you can, it doesn’t mean that you should! In data visualization, you want to be very deliberate about the additional information that you add to focus user attention. For example, do you need data labels on every bar in your bar chart? Perhaps you only need one or two to help illustrate your point. Do you need a variety of colors to communicate your idea? Are you using colors that are accessible to a wide range of audiences (e.g. accounting for color blind audiences)? Design your data visualization for maximum impact by eliminating information that may distract your target audience.
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