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# CONCEPTUAL RULES
_Conceptual rules_ help to clearly relay content by using an appropriate
storyline. They comprise the first part of this guide with the rule sets [SAY](01-say.md) and [STRUCTURE](02-structure.md).
storyline. They comprise the first part of this guide with the rule sets
[SAY](01-say.md) and [STRUCTURE](02-structure.md).
The conceptual rules are based on the work of authors such as
Barbara [Minto](https://www.amazon.com/Pyramid-Principle-Logic-Writing-Thinking/dp/0273710516).
The conceptual rules are based on the work of authors such as Barbara
[Minto](https://www.amazon.com/Pyramid-Principle-Logic-Writing-Thinking/dp/0273710516).
Their wide acceptance stems from their scientific, experimental, and practical
experience basis.

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# Data Visualization Guide for Presentations, Reports, and Dashboards
_Based on [International Business Communication Standards](https://www.ibcs.com/standards/) 1.1 by [IBCS Association](https://www.ibcs.com/), licensed under [CC BY-SA 4.0](https://creativecommons.org/licenses/by-sa/4.0/). Adapted for the web and other formats by [Anton Zhiyanov](https://antonz.org/)._
_Based on [International Business Communication
Standards](https://www.ibcs.com/standards/) 1.1 by [IBCS
Association](https://www.ibcs.com/), licensed under [CC BY-SA
4.0](https://creativecommons.org/licenses/by-sa/4.0/). Adapted for the web and
other formats by [Anton Zhiyanov](https://antonz.org/)._
This is a highly practical and example-based guide on visually representing data in reports and dashboards. It is based on the work of authors such as Barbara Minto, Edward Tufte, and Stephen Few.
This is a highly practical and example-based guide on visually representing data
in reports and dashboards. It is based on the work of authors such as Barbara
Minto, Edward Tufte, and Stephen Few.
The guide consists of seven chapters:
@ -25,4 +31,5 @@ The guide consists of seven chapters:
6. Ensure visual integrity.
7. Apply semantic notation.
Applied together, they will help you to design concise, clear, and actionable reports.
Applied together, they will help you to design concise, clear, and actionable
reports.

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SAY covers all aspects of conveying messages to the recipients of reports and
presentations.
_Conveying messages_ means that reports and presentations, both as a whole as well
as within their individual components, intend to say something to the recipients.
Messages in this sense can be determinations, explanations, clarifications,
recommendations, and other forms of statements.
_Conveying messages_ means that reports and presentations, both as a whole as
well as within their individual components, intend to say something to the
recipients. Messages in this sense can be determinations, explanations,
clarifications, recommendations, and other forms of statements.
This chapter covers introducing, delivering, supporting, and summarizing messages with
respect to the objectives of senders and receivers.
This chapter covers introducing, delivering, supporting, and summarizing
messages with respect to the objectives of senders and receivers.
1. [Know objectives](#sa-1-know-objectives)
2. [Introduce message](#sa-2-introduce-message)
@ -26,24 +26,23 @@ Good reports (presentations) successfully achieve both the goals of the writer
![Figure SA 1.1: Know own goals](img/sa-1.1.png)
Do not start creating a report or presentation without a clear vision of
what to achieve with it. The least goal is to inform about an
interesting detection. A higher goal is to make the reader (audience)
understand a problem by explaining it. The ultimate goal is to get a
decision on a suggestion provided and to cause corresponding actions.
Do not start creating a report or presentation without a clear vision of what to
achieve with it. The least goal is to inform about an interesting detection. A
higher goal is to make the reader (audience) understand a problem by explaining
it. The ultimate goal is to get a decision on a suggestion provided and to cause
corresponding actions.
## SA 1.2 Know target audience
![Figure SA 1.2: Know target audience](img/sa-1.2.png)
A good report (presentation) will try to answer the questions of the
readers (audience). So it is important to know the target audience (e.g.
their function, position, network, knowledge, experience, attitude,
behavior, worries, cultural background) and their goals, preferences,
and expectations.  Do they only want to get informed about
interesting detections, or are they looking for an explanation to a
problem? Are they willing to make decisions and to act accordingly? Who
might object to the message and why?
A good report (presentation) will try to answer the questions of the readers
(audience). So it is important to know the target audience (e.g. their function,
position, network, knowledge, experience, attitude, behavior, worries, cultural
background) and their goals, preferences, and expectations.  Do they only want
to get informed about interesting detections, or are they looking for an
explanation to a problem? Are they willing to make decisions and to act
accordingly? Who might object to the message and why?
## SA 2 Introduce message
@ -55,30 +54,29 @@ given message.
![Figure SA 2.1: Map situation](img/sa-2.1.png)
Mapping the situation means compiling and presenting the related facts.
Be sure to cover all relevant aspects and obtain a general consensus
concerning the facts. In general, this means not yet describing the
given problem but presenting facts and goals already known to the reader
or audience. It is advisable to begin with a positive and generally
accepted description of the situation in order to prevent early
contradictions.
Mapping the situation means compiling and presenting the related facts. Be sure
to cover all relevant aspects and obtain a general consensus concerning the
facts. In general, this means not yet describing the given problem but
presenting facts and goals already known to the reader or audience. It is
advisable to begin with a positive and generally accepted description of the
situation in order to prevent early contradictions.
## SA 2.2 Explain problem
![Figure SA 2.2: Explain problem](img/sa-2.2.png)
After mapping the situation, introduce the challenge or complication,
affecting the reader or the audience. It should make everyone aware of
an interesting, critical, or even dangerous problem.
After mapping the situation, introduce the challenge or complication, affecting
the reader or the audience. It should make everyone aware of an interesting,
critical, or even dangerous problem.
## SA 2.3 Raise question
![Figure SA 2.3: Raise question](img/sa-2.3.png)
A good introduction raises the relevant question from the perspective of
the recipient of how to solve the complication in the described
situation. The question at the beginning of each report or presentation
then leads to the message, i.e. the answer to the question.
A good introduction raises the relevant question from the perspective of the
recipient of how to solve the complication in the described situation. The
question at the beginning of each report or presentation then leads to the
message, i.e. the answer to the question.
## SA 3 Deliver message
@ -90,122 +88,116 @@ presentation later explains in detail.
![Figure SA 3.1: Detect, explain, or suggest](img/sa-3.1.png)
Messages in reports and presentations can detect, evaluate, explain,
warn, complain, threaten, excuse, suggest, or recommend something
interesting. Make sure to deliver these messages in a complete sentence
in order to be understood.
Messages in reports and presentations can detect, evaluate, explain, warn,
complain, threaten, excuse, suggest, or recommend something interesting. Make
sure to deliver these messages in a complete sentence in order to be understood.
Today, many messages in business reporting are pure _detections_.
Since detections are statements that can be checked whether they are
true or false, they should be formulated as precisely as possible.
Today, many messages in business reporting are pure _detections_. Since
detections are statements that can be checked whether they are true or false,
they should be formulated as precisely as possible.
Explaining the reasons for a detection (_explanation_) or even
deriving a _suggestion_ on how to solve the problem or at least
on how to further proceed can add value.
Explaining the reasons for a detection (_explanation_) or even deriving a
_suggestion_ on how to solve the problem or at least on how to further proceed
can add value.
![Figure SA 3.1.1: Classification of messages](img/sa-3.1-1.png)
This figure shows a classification of messages with examples
from the business environment (Source: Hichert, R. and Kornwachs, K.)
This figure shows a classification of messages with examples from the business
environment (Source: Hichert, R. and Kornwachs, K.)
## SA 3.2 Say message first
![Figure SA 3.2: Say message first](img/sa-3.2.png)
Every report, every presentation, and every single page or exhibit can be
summed up with a clear overall message. This message usually comes first
and is proven afterwards. For the readers or the audience it is more
difficult to follow the storyline if the message comes at the end.
Every report, every presentation, and every single page or exhibit can be summed
up with a clear overall message. This message usually comes first and is proven
afterwards. For the readers or the audience it is more difficult to follow the
storyline if the message comes at the end.
Be cautious applying this rule in presentations (not in reports) with
bad, unexpected, or unpleasant messages (e.g. layoffs) or in a cultural
environment, where directness is considered impolite.
Be cautious applying this rule in presentations (not in reports) with bad,
unexpected, or unpleasant messages (e.g. layoffs) or in a cultural environment,
where directness is considered impolite.
## SA 4 Support message
_Supporting the message_ covers some technical and practical aspects of
message conveyance.
_Supporting the message_ covers some technical and practical aspects of message
conveyance.
## SA 4.1 Provide evidence
![Figure SA 4.1: Provide evidence](img/sa-4.1.png)
Substantiate the message in order to prove the message by facts and
figures. If possible, a presentation slide should itself explain or
prove the speakers message and not as very often seen in practice
be explained by the speaker. This can be done by spoken sentences
possibly supported by charts, tables, and pictures.
Substantiate the message in order to prove the message by facts and figures. If
possible, a presentation slide should itself explain or prove the speakers
message and not as very often seen in practice be explained by the speaker.
This can be done by spoken sentences possibly supported by charts, tables, and
pictures.
## SA 4.2 Use precise words
![Figure SA 4.2: Use precise words](img/sa-4.2.png)
The more unambiguous the language, the clearer the message. Only precise
words will be understood. Speaking about “relevant” or “significant” (in
common speech, not as a statistical term) content leads to
misinterpretations and misunderstandings. Speaking about facts and
figures will prevent them.
The more unambiguous the language, the clearer the message. Only precise words
will be understood. Speaking about “relevant” or “significant” (in common
speech, not as a statistical term) content leads to misinterpretations and
misunderstandings. Speaking about facts and figures will prevent them.
## SA 4.3 Highlight message
![Figure SA 4.3: Highlight message](img/sa-4.3.png)
Visually highlight messages in the communication objects presented
namely in charts, tables, graphs, and pictures. This facilitates
comprehension and reduces the time needed to understand complex
situations. In most cases, it should be possible to highlight the
important parts of the content by underlining the most important facts
or emphasizing interesting details. Objects and pages without
Visually highlight messages in the communication objects presented namely in
charts, tables, graphs, and pictures. This facilitates comprehension and reduces
the time needed to understand complex situations. In most cases, it should be
possible to highlight the important parts of the content by underlining the most
important facts or emphasizing interesting details. Objects and pages without
highlighting indicators tend to be a statistic rather than a report.
## SA 4.4 Name sources
![Figure SA 4.4: Name sources](img/sa-4.4.png)
Naming sources for the material presented increases the credibility.
Projected slides can omit them but written reports and handouts must
include them.
Naming sources for the material presented increases the credibility. Projected
slides can omit them but written reports and handouts must include them.
## SA 4.5 Link comments
![Figure SA 4.5: Link comments](img/sa-4.5.png)
Use comments in written reports and handouts to add explanations,
conclusions, and similar statements. Projected slides in presentations
rarely need any comments because the comments are given by the speaker.
Use comments in written reports and handouts to add explanations, conclusions,
and similar statements. Projected slides in presentations rarely need any
comments because the comments are given by the speaker.
Number comments related to specific parts of a page (e.g. words, numbers,
or visualization elements) and link them to the respective parts. Post
numbered comments in text boxes on free areas of a page. General
comments concerning the whole page are not numbered. Post them as a
footnote at the bottom of a page.
Number comments related to specific parts of a page (e.g. words, numbers, or
visualization elements) and link them to the respective parts. Post numbered
comments in text boxes on free areas of a page. General comments concerning the
whole page are not numbered. Post them as a footnote at the bottom of a page.
## SA 5 Summarize message
Conclude a presentation with the overall message, including the next steps and an
explanation of the consequences.
Conclude a presentation with the overall message, including the next steps and
an explanation of the consequences.
## SA 5.1 Repeat message
![Figure SA 5.1: Repeat message](img/sa-5.1.png)
Avoid the phrase “Thank you for your attention” at the end of a
presentation. Instead, presenters should briefly sum up their message
one last time in one sentence, if possible. At the conclusion of a
successful presentation, the audience will be thanking the presenters
for the information. Repeating the message from the beginning of a
presentation at the end helps the audience check the quality of the
storyline and brings the presentation full circle. In reports, on the
other hand, such repetition is not necessary as the reader can quickly
browse back to the respective summary at the beginning.
Avoid the phrase “Thank you for your attention” at the end of a presentation.
Instead, presenters should briefly sum up their message one last time in one
sentence, if possible. At the conclusion of a successful presentation, the
audience will be thanking the presenters for the information. Repeating the
message from the beginning of a presentation at the end helps the audience check
the quality of the storyline and brings the presentation full circle. In
reports, on the other hand, such repetition is not necessary as the reader can
quickly browse back to the respective summary at the beginning.
## SA 5.2 Explain consequences
![Figure SA 5.2: Explain consequences](img/sa-5.2.png)
Conclude reports and presentations with proposals for decisions to be
taken and an explanation of their consequences. This is the real
objective of a presentation: Convince the audience of both the message
and the suggested steps to be taken next.
Conclude reports and presentations with proposals for decisions to be taken and
an explanation of their consequences. This is the real objective of a
presentation: Convince the audience of both the message and the suggested steps
to be taken next.
[Organize content →](02-structure.md)

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@ -1,17 +1,19 @@
# STRUCTURE Organize content
STRUCTURE covers all aspects of organizing the content of reports and presentations.
STRUCTURE covers all aspects of organizing the content of reports and
presentations.
_Organizing the content_ means that reports and presentations follow a logical
structure forming a convincing storyline.
This chapter covers using consistent elements, building non-overlapping elements,
building collectively exhaustive elements, building hierarchical structures, and
visualizing their structure properly.
This chapter covers using consistent elements, building non-overlapping
elements, building collectively exhaustive elements, building hierarchical
structures, and visualizing their structure properly.
1. [Use consistent elements](#st-1-use-consistent-elements)
2. [Build non-overlapping elements](#st-2-build-non-overlapping-elements)
3. [Build collectively exhaustive elements](#st-3-build-collectively-exhaustive-elements)
3. [Build collectively exhaustive
elements](#st-3-build-collectively-exhaustive-elements)
4. [Build hierarchical structures](#st-4-build-hierarchical-structures)
5. [Visualize structure](#st-5-visualize-structure)
@ -26,78 +28,74 @@ wordings, and the appearance of symbols and pictures.
![Figure ST 1.1: Use consistent items](img/st-1.1.png)
Items in a group should be of the same type, i.e. consistent. Consistent
items can be different types of cars, houses, traffic signs, or as
shown in Figure ST 1.1, on the right hand side different national
flags representing the corresponding nations. The left hand side of this
figure includes other types of items besides national flags, destroying
the consistency.
Items in a group should be of the same type, i.e. consistent. Consistent items
can be different types of cars, houses, traffic signs, or as shown in Figure
ST 1.1, on the right hand side different national flags representing the
corresponding nations. The left hand side of this figure includes other types of
items besides national flags, destroying the consistency.
## ST 1.2 Use consistent types of statements
![Figure ST 1.2: Use consistent types of statements](img/st-1.2.png)
A list of statements will be easier to understand if all statements are
of the same type. The right hand side of Figure ST 1.2 shows four
suggestions. By contrast, on the left-hand side of this figure the third
statement is a detection, not a suggestion.
A list of statements will be easier to understand if all statements are of the
same type. The right hand side of Figure ST 1.2 shows four suggestions. By
contrast, on the left-hand side of this figure the third statement is a
detection, not a suggestion.
## ST 1.3 Use consistent wording
![Figure ST 1.3: Use consistent wording](img/st-1.3.png)
Structure all phrases especially in listed arrangements in a
grammatically consistent manner to facilitate quicker understanding. The
right hand side of Figure ST 1.3 shows a group of four consistent
suggestions, an imperative verb paired with a noun. By contrast, on the
left hand side of this figure the second suggestion uses verbal
substantive instead of an imperative.
Structure all phrases especially in listed arrangements in a grammatically
consistent manner to facilitate quicker understanding. The right hand side of
Figure ST 1.3 shows a group of four consistent suggestions, an imperative verb
paired with a noun. By contrast, on the left hand side of this figure the second
suggestion uses verbal substantive instead of an imperative.
## ST 1.4 Use consistent visualizations
![Figure ST 1.4: Use consistent visualizations](img/st-1.4.png)
Visualizations such as symbols and pictures that are uniform in respect
to their layouts, colors, forms, fonts, etc. especially in listed
arrangements facilitate faster and easier comprehension.
Visualizations such as symbols and pictures that are uniform in respect to their
layouts, colors, forms, fonts, etc. especially in listed arrangements
facilitate faster and easier comprehension.
## ST 2 Build non-overlapping elements
Elements belonging to a group should not overlap, i.e. they should be disjoint or
mutually exclusive. This concerns practical applications such as report
Elements belonging to a group should not overlap, i.e. they should be disjoint
or mutually exclusive. This concerns practical applications such as report
structures, business measures, or structure dimensions.
## ST 2.1 Build non-overlapping report structures
![Figure ST 2.1: Build non-overlapping report structures](img/st-2.1.png)
Structure reports and presentations in such a way that the parts,
chapters, sections, and paragraphs do not overlap. They should not cover
the same aspects.
Structure reports and presentations in such a way that the parts, chapters,
sections, and paragraphs do not overlap. They should not cover the same aspects.
In Figure ST 2.1, on the left hand side, the following chapters of a
project description overlap:
In Figure ST 2.1, on the left hand side, the following chapters of a project
description overlap:
- expenses and costs
- schedule, steps, milestones, and calendar
- objective, results, and achievements
At first glance, the six terms on the right hand side of this figure have
no overlap in their logical structure. Of course, a relationship exists
between the _cost_, the _results_, and the
_schedule_ of a project, but in regards to the content of the
chapters this is not an overlap.
At first glance, the six terms on the right hand side of this figure have no
overlap in their logical structure. Of course, a relationship exists between the
_cost_, the _results_, and the _schedule_ of a project, but in regards to the
content of the chapters this is not an overlap.
## ST 2.2 Build non-overlapping business measures
![Figure ST 2.2: Build non-overlapping business measures](img/st-2.2.png)
Structure a group of business measures in lists or calculations in a way
they do not overlap, i.e. business measures on one hierarchical level
should be disjoint or mutually exclusive.
Structure a group of business measures in lists or calculations in a way they do
not overlap, i.e. business measures on one hierarchical level should be disjoint
or mutually exclusive.
Looking at Figure ST 2.2, on the left hand side, the following business
measures overlap
Looking at Figure ST 2.2, on the left hand side, the following business measures
overlap
- _material costs_ and _costs of goods sold_
- _depreciation_ and _fixed costs_
@ -108,42 +106,43 @@ The calculation scheme on the right hand side has been cleaned up.
![Figure ST 2.3: Build non-overlapping structure dimensions](img/st-2.3.png)
The elements of the _structure dimensions_ used in reports and presentations should not overlap, i.e.
the elements of a structure dimension should be disjoint or mutually
exclusive.
The elements of the _structure dimensions_ used in reports and presentations
should not overlap, i.e. the elements of a structure dimension should be
disjoint or mutually exclusive.
Looking at Figure ST 2.3 on the left hand side, the regions _Norway,
Sweden, Denmark,_ and _Finland_ overlap with _Scandinavia_.
Looking at Figure ST 2.3 on the left hand side, the regions _Norway, Sweden,
Denmark,_ and _Finland_ overlap with _Scandinavia_.
## ST 3 Build collectively exhaustive elements
A list of elements is considered to be exhaustive when they cover all aspects of
a superordinate topic. For example, dividing _Europe_ into
_Germany_, _Austria_, _Switzerland_, and _Belgium_
is not exhaustive because other countries also belong to Europe.
a superordinate topic. For example, dividing _Europe_ into _Germany_, _Austria_,
_Switzerland_, and _Belgium_ is not exhaustive because other countries also
belong to Europe.
Structures with mutually exclusive (ME) and collectively exhaustive (CE) elements
are known as MECE structures.
Structures with mutually exclusive (ME) and collectively exhaustive (CE)
elements are known as MECE structures.
## ST 3.1 Build exhaustive arguments
![Figure ST 3.1: Build exhaustive arguments](img/st-3.1.png)
If some important arguments relating to a specific question are left out,
the given answer will not be convincing.
If some important arguments relating to a specific question are left out, the
given answer will not be convincing.
Looking at Figure ST 3.1 on the left hand side the option “_old
products, new location_” is missing.
Looking at Figure ST 3.1 on the left hand side the option “_old products, new
location_” is missing.
## ST 3.2 Build exhaustive structures in charts and tables
![Figure ST 3.2: Build exhaustive structures in charts and tables](img/st-3.2.png)
![Figure ST 3.2: Build exhaustive structures in charts and
tables](img/st-3.2.png)
The elements of structures presented in charts and tables should also be
exhaustive, in other words, adding up to one hundred percent.
In many practical applications of this kind, adding a remainder element
(“rest of…”) helps to conform to this rule.
In many practical applications of this kind, adding a remainder element (“rest
of...”) helps to conform to this rule.
## ST 4 Build hierarchical structures
@ -155,28 +154,26 @@ write and present a good storyline.
![Figure ST 4.1: Use deductive reasoning](img/st-4.1.png)
Exhibiting deductive reasoning (_logical flow_) for a given
message aids in _building_ hierarchical structures. _Logical
flows_ always answer the question “why” following the key
message. They begin with a statement (all men are mortal), continue with
a comment (Socrates is a man), and resolve with a conclusion (Socrates
is mortal) culminating in the message (Socrates will die).
Exhibiting deductive reasoning (_logical flow_) for a given message aids in
_building_ hierarchical structures. _Logical flows_ always answer the question
“why” following the key message. They begin with a statement (all men are
mortal), continue with a comment (Socrates is a man), and resolve with a
conclusion (Socrates is mortal) culminating in the message (Socrates will die).
Deductive reasoning can be best applied in controversial discussions for
arguing and demonstrating need for action. However, it forces the
readers or the audience to reproduce the deduction and the whole
argumentation can collapse if any statements are questionable.
Deductive reasoning can be best applied in controversial discussions for arguing
and demonstrating need for action. However, it forces the readers or the
audience to reproduce the deduction and the whole argumentation can collapse if
any statements are questionable.
## ST 4.2 Use inductive reasoning
![Figure ST 4.2: Use inductive reasoning](img/st-4.2.png)
Exhibiting _inductive_ reasoning (_logical group_) for a
given message aids in understanding hierarchical structures. _Logical
groups_ are homogenous, non-overlapping, and collectively
exhaustive arguments culminating in a message. This results in a
powerful argumentation that satisfies the addressees need for an easily
comprehensible logical structure.
Exhibiting _inductive_ reasoning (_logical group_) for a given message aids in
understanding hierarchical structures. _Logical groups_ are homogenous,
non-overlapping, and collectively exhaustive arguments culminating in a message.
This results in a powerful argumentation that satisfies the addressees need for
an easily comprehensible logical structure.
## ST 5 Visualize structure
@ -188,9 +185,8 @@ to make the storyline transparent.
![Figure ST 5.1: Visualize structure in reports](img/st-5.1.png)
For easier understanding, underscore the logical structure of reports and
presentations with visual aids (e.g. outlines, dashboards, summaries).
Figure ST 5.1 illustrates this rule showing binder tabs on the right
hand side.
presentations with visual aids (e.g. outlines, dashboards, summaries). Figure ST
5.1 illustrates this rule showing binder tabs on the right hand side.
## ST 5.2 Visualize structure in tables
@ -199,15 +195,15 @@ hand side.
Design tables in such a manner that their hierarchical structure can be
recognized in both the columns as well as the rows.
The right hand side of Figure ST 5.2 shows three hierarchical levels of
rows in a table. The base level shows cities, the first summary shows
regions, and the second summary shows the country.
The right hand side of Figure ST 5.2 shows three hierarchical levels of rows in
a table. The base level shows cities, the first summary shows regions, and the
second summary shows the country.
## ST 5.3 Visualize structure in notes
![Figure ST 5.3: Visualize structure in notes](img/st-5.3.png)
Notes are also easier to understand when their structure is shown clearly
(see Figure ST 5.3).
Notes are also easier to understand when their structure is shown clearly (see
Figure ST 5.3).
[← Convey a message](01-say.md) | [Choose proper visualization →](04-express.md)

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@ -1,6 +1,14 @@
# PERCEPTUAL RULES
_Perceptual rules_ help to clearly relay content by using an appropriate visual design.
They comprise the second part of this guide with the rule sets [EXPRESS](04-express.md), [SIMPLIFY](05-simplify.md), [CONDENSE](06-condense.md), and [CHECK](07-check.md).
_Perceptual rules_ help to clearly relay content by using an appropriate visual
design. They comprise the second part of this guide with the rule sets
[EXPRESS](04-express.md), [SIMPLIFY](05-simplify.md),
[CONDENSE](06-condense.md), and [CHECK](07-check.md).
The perceptual rules are based on the work of authors such as William [Playfair](https://www.amazon.com/Playfairs-Commercial-Political-Statistical-Breviary/dp/0521855543), Willard Cope [Brinton](https://www.amazon.com/Graphic-Methods-Presenting-Willard-Brinton/dp/1290860955), Gene [Zelazny](https://www.amazon.com/Say-Charts-Executives-Visual-Communication/dp/007136997X), Edward [Tufte](https://www.amazon.com/Visual-Display-Quantitative-Information/dp/1930824130), and Stephen [Few](https://www.amazon.com/Show-Me-Numbers-Designing-Enlighten-dp-0970601972/dp/0970601972/). All of these rules owe wide acceptance to their scientific, experimental, and/or practical experience basis.
The perceptual rules are based on the work of authors such as William
[Playfair](https://www.amazon.com/dp/0521855543), Willard Cope
[Brinton](https://www.amazon.com/dp/1290860955), Gene
[Zelazny](https://www.amazon.com/dp/007136997X), Edward
[Tufte](https://www.amazon.com/dp/1930824130), and Stephen
[Few](https://www.amazon.com/dp/0970601972). All of these rules owe wide
acceptance to their scientific, experimental, and/or practical experience basis.

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SIMPLIFY covers all aspects of avoiding clutter in reports and presentations.
_Avoiding clutter_ means that reports and presentations avoid all components and
characteristics, which are too complicated, redundant, distracting or merely decorative.
characteristics, which are too complicated, redundant, distracting or merely
decorative.
This chapter covers avoiding unnecessary and decorative components and replacing them
with cleaner layouts, avoiding redundancies and distracting details.
This chapter covers avoiding unnecessary and decorative components and replacing
them with cleaner layouts, avoiding redundancies and distracting details.
1. [Avoid unnecessary components](#si-1-avoid-unnecessary-components)
2. [Avoid decorative styles](#si-2-avoid-decorative-styles)
@ -23,54 +24,55 @@ contributing to the comprehension of a report or presentation.
![Figure SI 1.1: Avoid cluttered layouts](img/si-1.1.png)
Layout concepts often contain elements that lack meaning but merely
conform to corporate design or personal taste. Avoid all these elements,
see Figure SI 1.1.
Layout concepts often contain elements that lack meaning but merely conform to
corporate design or personal taste. Avoid all these elements, see Figure SI 1.1.
## SI 1.2 Avoid colored or filled backgrounds
![Figure SI 1.2: Avoid colored or filled backgrounds](img/si-1.2.png)
Numbers and labels are easiest to read when depicted in black on a white
background. Any type of background color or pattern makes something
harder to read, see Figure SI 1.2.
background. Any type of background color or pattern makes something harder to
read, see Figure SI 1.2.
## SI 1.3 Avoid animation and transition effects
![Figure SI 1.3: Avoid animation and transition effects](img/si-1.3.png)
Animated _PowerPoint_ slides are not useful if the animation has
no meaning and does not support the message, see Figure SI 1.3. They
merely distract and confuse. Only the “appear” function is recommended
to be used for the gradual development of a slide.
Animated _PowerPoint_ slides are not useful if the animation has no meaning and
does not support the message, see Figure SI 1.3. They merely distract and
confuse. Only the “appear” function is recommended to be used for the gradual
development of a slide.
## SI 2 Avoid decorative styles
Simplify complicated visualizations in order to facilitate and accelerate their comprehension. Whereas the section “Avoid unnecessary components” involves omitting entire layout elements, the aim here is to find the most suitable and simplest possible style of visualization elements.
Simplify complicated visualizations in order to facilitate and accelerate their
comprehension. Whereas the section “Avoid unnecessary components” involves
omitting entire layout elements, the aim here is to find the most suitable and
simplest possible style of visualization elements.
## SI 2.1 Avoid borders, shades, and pseudo-3D
![Figure SI 2.1: Avoid borders, shades, and pseudo-3D](img/si-2.1.png)
In general, borders, shades, and pseudo-3D convey no meaning and make
comprehension more difficult. Shades and pseudo-3D might even give a
false visual impression. Avoid them because they do not add value,
see Figure SI 2.1.
comprehension more difficult. Shades and pseudo-3D might even give a false
visual impression. Avoid them because they do not add value, see Figure SI 2.1.
## SI 2.2 Avoid decorative colors
![Figure SI 2.2: Avoid decorative colors](img/si-2.2.png)
If colors serve merely decorative purpose in one instance, using them for
meaning in another instance (e.g. for highlighting) becomes difficult.
Therefore use colors only if they convey meaning, see Figure SI 2.2.
meaning in another instance (e.g. for highlighting) becomes difficult. Therefore
use colors only if they convey meaning, see Figure SI 2.2.
## SI 2.3 Avoid decorative fonts
![Figure SI 2.3: Avoid decorative fonts](img/si-2.3.png)
A normal typeface and clear fonts increase legibility. Save bold and
cursive fonts for making distinctions, see Figure SI 2.3.
A normal typeface and clear fonts increase legibility. Save bold and cursive
fonts for making distinctions, see Figure SI 2.3.
## SI 3 Replace with cleaner layout
@ -79,21 +81,21 @@ convey a message.
## SI 3.1 Replace grid lines and value axes with data labels
![Figure SI 3.1: Replace grid lines and value axes with data labels](img/si-3.1.png)
![Figure SI 3.1: Replace grid lines and value axes with data
labels](img/si-3.1.png)
Using integrated data labels can make value axes, tick marks, and
gridlines superfluous, see Figure SI 3.1. Gridlines, however, can
be useful in charts with missing reference points as might be the case
in charts with many data series and data points, or in small charts
(e.g. small multiples).
Using integrated data labels can make value axes, tick marks, and gridlines
superfluous, see Figure SI 3.1. Gridlines, however, can be useful in charts with
missing reference points as might be the case in charts with many data series
and data points, or in small charts (e.g. small multiples).
## SI 3.2 Avoid vertical lines by right-aligning data
![Figure SI 3.2: Avoid vertical lines by right-aligning data](img/si-3.2.png)
Omit all avoidable elements to make tables more straightforward. Avoid
vertical lines by right-aligning numerical values and the corresponding
column headers, see Figure SI 3.2.
Omit all avoidable elements to make tables more straightforward. Avoid vertical
lines by right-aligning numerical values and the corresponding column headers,
see Figure SI 3.2.
## SI 4 Avoid redundancies
@ -107,28 +109,28 @@ chart with twelve monthly category labels.
![Figure SI 4.1: Avoid superfluous extra words](img/si-4.1.png)
Extra words such as “sum” and “total” are redundant because they add no
value to the meaning of the term they accompany. No difference exists
between “Europe” and “Sum of Europe”. Extra words make it harder to read
text elements, see Figure SI 4.1.
Extra words such as “sum” and “total” are redundant because they add no value to
the meaning of the term they accompany. No difference exists between “Europe”
and “Sum of Europe”. Extra words make it harder to read text elements, see
Figure SI 4.1.
## SI 4.2 Avoid obvious terms
![Figure SI 4.2: Avoid obvious terms](img/si-4.2.png)
Terms such as “chart analysis”, “development”, or “comment” are redundant
because they name something already shown, see Figure SI 4.2. Other
obvious terms in charts and tables are “table”, “statistics”, “report”,
“visualization”, “structure”, or “trend”.
because they name something already shown, see Figure SI 4.2. Other obvious
terms in charts and tables are “table”, “statistics”, “report”,“visualization”,
“structure”, or “trend”.
## SI 4.3 Avoid repeated words
![Figure SI 4.3: Avoid repeated words](img/si-4.3.png)
Repeated words in legends, axis labels, row headers, etc. such as
“division” in “division A”, “division B”, etc. or “2017” in “Q1 2017”,
“Q2 2017”, etc. should be avoided, see Figure SI 4.3. Omitting repeated
words usually increases the degree of legibility.
Repeated words in legends, axis labels, row headers, etc. such as“division” in
“division A”, “division B”, etc. or “2017” in “Q1 2017”,“Q2 2017”, etc. should
be avoided, see Figure SI 4.3. Omitting repeated words usually increases the
degree of legibility.
## SI 5 Avoid distracting details
@ -141,25 +143,26 @@ overviews.
![Figure SI 5.1: Avoid labels for small values](img/si-5.1.png)
Labels of small values are often hard to position and rarely contribute
to the comprehension of the message. Therefore they can be avoided in
most cases, see Figure SI 5.1. However, add them when special reference
is made to them. If it is necessary to label these small values or small
visualization elements, _assisting lines_ might be necessary.
Labels of small values are often hard to position and rarely contribute to the
comprehension of the message. Therefore they can be avoided in most cases, see
Figure SI 5.1. However, add them when special reference is made to them. If it
is necessary to label these small values or small visualization elements,
_assisting lines_ might be necessary.
## SI 5.2 Avoid long numbers
![Figure SI 5.2: Avoid long numbers](img/si-5.2.png)
Numbers with more than three digits in charts and four digits in tables
are hard to read; moreover, such precision is seldom necessary to
understand the message, see Figure SI 5.2.
Numbers with more than three digits in charts and four digits in tables are hard
to read; moreover, such precision is seldom necessary to understand the message,
see Figure SI 5.2.
## SI 5.3 Avoid unnecessary labels
![Figure SI 5.3: Avoid unnecessary labels](img/si-5.3.png)
Omit labels for data points that do not represent extreme values or
values of special importance, see Figure SI 5.3.
Omit labels for data points that do not represent extreme values or values of
special importance, see Figure SI 5.3.
[← Choose proper visualization](04-express.md) | [Increase information density →](06-condense.md)
[← Choose proper visualization](04-express.md) | [Increase information density
→](06-condense.md)

View File

@ -3,11 +3,12 @@
CONDENSE covers all aspects of increasing information density in reports and
presentations.
_Increasing information density_ means that all reports and presentations include
all information that is necessary to understand the respective message on one page.
_Increasing information density_ means that all reports and presentations
include all information that is necessary to understand the respective message
on one page.
This chapter covers using small components, utilizing space, as well as adding data,
elements, and objects.
This chapter covers using small components, utilizing space, as well as adding
data, elements, and objects.
1. [Use small components](#co-1-use-small-components)
2. [Maximize use of space](#co-2-maximize-use-of-space)
@ -26,26 +27,25 @@ projected slides.
![Figure CO 1.1: Use small fonts](img/co-1.1.png)
In general, avoid oversize fonts. They needlessly waste space,
see Figure CO 1.1.
In general, avoid oversize fonts. They needlessly waste space, see Figure CO
1.1.
## CO 1.2 Use small elements
![Figure CO 1.2: Use small elements](img/co-1.2.png)
Small elements increase clarity. Large-scale symbols and highlights are
not more suitable than smaller symbols and highlights, see Figure
CO 1.2.
Small elements increase clarity. Large-scale symbols and highlights are not more
suitable than smaller symbols and highlights, see Figure CO 1.2.
## CO 1.3 Use small objects
![Figure CO 1.3: Use small objects](img/co-1.3.png)
The size of charts and tables in reports and presentations should not be
as large as possible, rather as small as possible yet only so small so
that the objects and all its details and labels can be read easily. This
provides room for more information and therefore better understanding of
the context, see Figure CO 1.3.
The size of charts and tables in reports and presentations should not be as
large as possible, rather as small as possible yet only so small so that the
objects and all its details and labels can be read easily. This provides room
for more information and therefore better understanding of the context,
see Figure CO 1.3.
## CO 2 Maximize use of space
@ -57,19 +57,17 @@ little used pages by filling them with helpful data pertaining to the context.
![Figure CO 2.1: Use narrow page margins](img/co-2.1.png)
The page layout is often dominated by corporate design standards not made
for high information density but for attractive design, sacrificing
valuable space to layout elements such as extra wide page margins,
see Figure CO 2.1.
The page layout is often dominated by corporate design standards not made for
high information density but for attractive design, sacrificing valuable space
to layout elements such as extra wide page margins, see Figure CO 2.1.
## CO 2.2 Reduce empty space
![Figure CO 2.2: Reduce empty space](img/co-2.2.png)
Reduce empty space to increase information density. This applies not only
to the page layout (see Figure CO 2.1) but
also to the layout of report objects such as charts and
tables (see Figure CO 2.2).
Reduce empty space to increase information density. This applies not only to the
page layout (see Figure CO 2.1) but also to the layout of report objects such as
charts and tables (see Figure CO 2.2).
## CO 3 Add data
@ -80,62 +78,76 @@ helps better understand the context.
![Figure CO 3.1: Add data points](img/co-3.1.png)
Displaying more data points does not jeopardize the comprehension of
numerical data. For example, a monthly statistic of staff numbers over
twelve months in a year would be understood just as quickly as for the
same data series with twelve months for each of the last three years
in other words, a total of 36 data points instead of twelve. Usually,
interesting relationships are only detected with an increased number of
elements in a data series (see Figure CO 3.1).
Displaying more data points does not jeopardize the comprehension of numerical
data. For example, a monthly statistic of staff numbers over twelve months in a
year would be understood just as quickly as for the same data series with twelve
months for each of the last three years in other words, a total of 36 data
points instead of twelve. Usually, interesting relationships are only detected
with an increased number of elements in a data series (see Figure CO 3.1).
## CO 3.2 Add dimensions
![Figure CO 3.2: Add dimensions](img/co-3.2.png)
A very useful way to increase information density is to show more than
two dimensions of a business situation. A chart with only one dimension
(such as in a pie chart), visualizes only mundane things easily stated
in a simple sentence. Already charts with two dimensions can yield very
interesting relationships yet those charts with three and more
dimensions yield structures leading to completely new insights (see
Figure CO 3.2).
A very useful way to increase information density is to show more than two
dimensions of a business situation. A chart with only one dimension (such as in
a pie chart), visualizes only mundane things easily stated in a simple sentence.
Already charts with two dimensions can yield very interesting relationships
yet those charts with three and more dimensions yield structures leading to
completely new insights (see Figure CO 3.2).
## CO 4 Add elements
It is often appropriate to use two or more basic chart types (either horizontal
or vertical) to build _combined charts_ with a higher information
density. _Combined charts_ are treated as one entity as opposed to multiple charts. _Combined charts_ can be built both out from horizontal or vertical charts.
or vertical) to build _combined charts_ with a higher information density.
_Combined charts_ are treated as one entity as opposed to multiple charts.
_Combined charts_ can be built both out from horizontal or vertical charts.
There are three types of combined charts depending on their type of combination:
_Overlay charts_, _multi-tier charts_, and _extended charts_. Additionally, chart elements can be embedded in tables and explanations can be integrated.
_Overlay charts_, _multi-tier charts_, and _extended charts_. Additionally,
chart elements can be embedded in tables and explanations can be integrated.
## CO 4.1 Show overlay charts
![Figure CO 4.1: Show overlay charts](img/co-4.1.png)
In an _overlay chart_, two or more basic charts overlap. These
overlapping charts always use the same category axis.
In an _overlay chart_, two or more basic charts overlap. These overlapping
charts always use the same category axis.
_Overlay charts_ can facilitate comprehension such as in the
combination of the development of sales (a series of columns) and the
return on sales in percent (a line). However, this approach can only be
used for a few chart combinations, see Figure CO 4.1.
_Overlay charts_ can facilitate comprehension such as in the combination of the
development of sales (a series of columns) and the return on sales in percent (a
line). However, this approach can only be used for a few chart combinations,
see Figure CO 4.1.
![Figure CO 4.1-1: Overlay chart with lines and columns using different value axes](img/co-4.1-1.png)
![Figure CO 4.1-1: Overlay chart with lines and columns using different value
axes](img/co-4.1-1.png)
_Overlay charts_ frequently use different value axes. A _column chart_ representing a measure (e.g. sales) combined with a _line chart_ representing another measure (e.g. employees) is a typical example.
_Overlay charts_ frequently use different value axes. A _column chart_
representing a measure (e.g. sales) combined with a _line chart_ representing
another measure (e.g. employees) is a typical example.
![Figure CO 4.1-2: Overlay chart with columns and lines using the same value axis](img/co-4.1-2.png)
![Figure CO 4.1-2: Overlay chart with columns and lines using the same value
axis](img/co-4.1-2.png)
Sometimes, the same value axis is used as well. A _column chart_ representing a measure (e.g. sales) combined with a _line chart_ representing the same measure (e.g. industry average) is a typical example for such an _overlay chart_.
Sometimes, the same value axis is used as well. A _column chart_ representing a
measure (e.g. sales) combined with a _line chart_ representing the same measure
(e.g. industry average) is a typical example for such an _overlay chart_.
![Figure CO 4.1-3: Overlay column chart with integrated variances](img/co-4.1-3.png)
![Figure CO 4.1-3: Overlay column chart with integrated
variances](img/co-4.1-3.png)
Column or bar charts with _integrated variances_ (variances displayed within the columns or bars) are other typical example for _overlay charts_ using the same value axis (see the last two figures).
Column or bar charts with _integrated variances_ (variances displayed within the
columns or bars) are other typical example for _overlay charts_ using the same
value axis (see the last two figures).
Compared to two-tier charts, this presentation of two data series uses much less space. The disadvantages, though, are twofold: First, it is difficult to label the data of both the primary and secondary chart. Second, the development over time (horizontal axis) respectively the structure (vertical axis) of the primary chart is difficult to see.
Compared to two-tier charts, this presentation of two data series uses much less
space. The disadvantages, though, are twofold: First, it is difficult to label
the data of both the primary and secondary chart. Second, the development over
time (horizontal axis) respectively the structure (vertical axis) of the primary
chart is difficult to see.
![Figure CO 4.1-4: Overlay bar chart with integrated variances](img/co-4.1-4.png)
![Figure CO 4.1-4: Overlay bar chart with integrated
variances](img/co-4.1-4.png)
Suggestion: If there is enough space, use multi-tier charts instead.
@ -143,107 +155,112 @@ Suggestion: If there is enough space, use multi-tier charts instead.
![Figure CO 4.2: Show multi-tier charts](img/co-4.2.png)
_Use multi-tier charts_ to increase information density by adding
additional tiers to the same category axis for analyses on the same
basic data. Multi-tier charts are most frequently used for displaying
variances along with the basic values, see Figure CO 4.2.
_Use multi-tier charts_ to increase information density by adding additional
tiers to the same category axis for analyses on the same basic data. Multi-tier
charts are most frequently used for displaying variances along with the basic
values, see Figure CO 4.2.
![Figure CO 4.2-1: Horizontal multi-tier charts](img/co-4.2-1.png)
In a _two-tier chart_, a _secondary chart_ is shifted in parallel to the category axis of the _primary chart_. For horizontal charts the secondary chart appears above the primary chart, for vertical charts the secondary chart appears _to the right of_ the primary chart.
In a _two-tier chart_, a _secondary chart_ is shifted in parallel to the
category axis of the _primary chart_. For horizontal charts the secondary chart
appears above the primary chart, for vertical charts the secondary chart appears
to the right of the primary chart.
In both cases, the _category axes_ of the primary charts are
reduplicated in the secondary charts, usually having a different semantic
scenario design.
In both cases, the _category axes_ of the primary charts are reduplicated in the
secondary charts, usually having a different semantic scenario design.
![Figure CO 4.2-2: Vertical multi-tier chart](img/co-4.2-2.png)
Both the primary and the secondary charts have their own value axes.
Value axes showing the same currency or the same physical unit should be
scaled identically.
Both the primary and the secondary charts have their own value axes. Value axes
showing the same currency or the same physical unit should be scaled
identically.
In a _three-tier chart_ a third chart appears above a horizontal
or to the right of a vertical two-tier chart. In special cases, more
than three tiers can be combined.
In a _three-tier chart_ a third chart appears above a horizontal or to the right
of a vertical two-tier chart. In special cases, more than three tiers can be
combined.
Improve the interpretation of a primary chart showing grouped bars for
actual and plan data by adding variances. In the second and third
figure a secondary chart with absolute variances and a
tertiary pin chart with relative variances are combined.
Improve the interpretation of a primary chart showing grouped bars for actual
and plan data by adding variances. In the second and third figure a secondary
chart with absolute variances and a tertiary pin chart with relative variances
are combined.
## CO 4.3 Show extended charts
![Figure CO 4.3: Show extended charts](img/co-4.3.png)
An _extended chart_, arranges additional charts _next_ to
the primary chart by virtually extending the category axis. This way of
increasing information density often is used when displaying context
information such as market averages or competitor figures, see Figure CO
4.3.
An _extended chart_, arranges additional charts next to the primary chart by
virtually extending the category axis. This way of increasing information
density often is used when displaying context information such as market
averages or competitor figures, see Figure CO 4.3.
![Figure CO 4.3-1: Horizontal extended chart](img/co-4.3-1.png)
For horizontal charts, additional charts appear to the left or right of the primary chart, for vertical charts, above or below. In both cases, position the _category axes_ of the additional charts on a virtual extension of the category axes of the primary chart.
For horizontal charts, additional charts appear to the left or right of the
primary chart, for vertical charts, above or below. In both cases, position the
_category axes_ of the additional charts on a virtual extension of the category
axes of the primary chart.
In an extended chart, use the same value axis for both the primary and
the additional charts.
In an extended chart, use the same value axis for both the primary and the
additional charts.
Improve the interpretation of a primary chart by adding extended charts
showing the same values from a different perspective. In the figure on
the left, a secondary _grouped column chart_ at the right hand
side shows the monthly average.
Improve the interpretation of a primary chart by adding extended charts showing
the same values from a different perspective. In the figure on the left, a
secondary _grouped column chart_ at the right hand side shows the monthly
average.
## CO 4.4 Embed chart elements in tables
![Figure CO 4.4: Embed chart elements in tables](img/co-4.4.png)
Increase the information density of tables by using _chart
elements_, see Figure CO 4.4. Bars, warning dots, sparklines,
and traffic lights are the predominant chart element types in tables.
Increase the information density of tables by using _chart elements_, see Figure
CO 4.4. Bars, warning dots, sparklines, and traffic lights are the predominant
chart element types in tables.
**Table bars**
_Table bars_ are bar charts integrated into tables. The categories of these bar charts must correspond to the rows of a table. Both single bar charts with single bars or pins and waterfall bar charts are powerful means to visualize the absolute figures and variances in tables. Most recommendations concerning vertical chart types can be applied to _table bars_.
_Table bars_ are bar charts integrated into tables. The categories of these bar
charts must correspond to the rows of a table. Both single bar charts with
single bars or pins and waterfall bar charts are powerful means to visualize the
absolute figures and variances in tables. Most recommendations concerning
vertical chart types can be applied to _table bars_.
**Warning dots**
Not to be confused with _traffic lights, warning dots_ can
be a good solution in highlighting important negative, positive,
or questionable parts of a table. It is important to use only
very few warning dots in one table.
Not to be confused with _traffic lights_, _warning dots_ can be a good solution in
highlighting important negative, positive, or questionable parts of a table. It
is important to use only very few warning dots in one table.
**Sparklines**
Omit _sparklines_ if not scaled properly. Individually
scaled sparklines can be misleading because small fluctuations
in a series of other small fluctuations look the same as big
fluctuations in a series of big fluctuations. However,
Omit _sparklines_ if not scaled properly. Individually scaled sparklines can be
misleading because small fluctuations in a series of other small fluctuations
look the same as big fluctuations in a series of big fluctuations. However,
sparklines with proper scaling (e.g. indexed) can be helpful.
**Traffic lights**
_Traffic lights_ contain little information, as they
represent no more than three (red, green, yellow) states. Use
them only if there is no more information to be conveyed than
those two or three states (e.g. “yes” or “no”). In all other
cases, replace traffic lights with more suitable means of
representation, such as _table bars_.
_Traffic lights_ contain little information, as they represent no more than
three (red, green, yellow) states. Use them only if there is no more information
to be conveyed than those two or three states (e.g. “yes” or “no”). In all other
cases, replace traffic lights with more suitable means of representation, such
as _table bars_.
## CO 4.5 Embed explanations
![Figure CO 4.5: Embed explanations](img/co-4.5.png)
Both the density of information and the level of comprehension increase
when explanations are embedded into charts and tables (this applies to
written reports and handouts only). When the explanation refers directly
to the visual presentation in question, it helps to establish a
connection and speeds up comprehension, see Figure CO 4.5.
Both the density of information and the level of comprehension increase when
explanations are embedded into charts and tables (this applies to written
reports and handouts only). When the explanation refers directly to the visual
presentation in question, it helps to establish a connection and speeds up
comprehension, see Figure CO 4.5.
## CO 5 Add objects
Reports and presentation material consist of one or more _pages_. The
content of one page can be viewed together without referring to other content,
e.g. flipping to other pages.
Reports and presentation material consist of one or more _pages_. The content of
one page can be viewed together without referring to other content, e.g.
flipping to other pages.
Reports and presentation material often arrange more than one chart on one page.
While this increases information density and fosters a higher level of
@ -257,71 +274,85 @@ multi-charts (including _ratio trees_).
![Figure CO 5.1: Show small multiples](img/co-5.1.png)
Substantially improve the comprehension of complex relationships by
displaying charts of the same type and the same scale on the same page.
These charts are called _small multiples_, see Figure CO 5.1.
Substantially improve the comprehension of complex relationships by displaying
charts of the same type and the same scale on the same page. These charts are
called _small multiples_, see Figure CO 5.1.
Typical applications are charts with different countries, products, or
projects placed next to each other. Of course, there is an upper limit
to the number of charts on one page, depending mainly on the page- and
font-size used.
Typical applications are charts with different countries, products, or projects
placed next to each other. Of course, there is an upper limit to the number of
charts on one page, depending mainly on the page- and font-size used.
![Figure CO 5.1-1: Screen page with small multiples](img/co-5.1-1.png)
Showing _small multiples_ is a good way to compare a set of up to
around 25 charts. Instead of exceeding this number on one page, a new
chart called “Others” containing the accumulation of all other elements
could be a solution.
Showing _small multiples_ is a good way to compare a set of up to around 25
charts. Instead of exceeding this number on one page, a new chart called
“Others” containing the accumulation of all other elements could be a solution.
As mentioned in the chapter “CHECK Ensure visual integrity”, all small multiples must use the identical scale.
As mentioned in the chapter “CHECK Ensure visual integrity”, all small
multiples must use the identical scale.
Working with _small multiples_ can be difficult if certain charts
show significantly bigger values than others. Using a different scale
for a chart with bigger values is not a feasible option, increase the
size of this chart instead.
Working with _small multiples_ can be difficult if certain charts show
significantly bigger values than others. Using a different scale for a chart
with bigger values is not a feasible option, increase the size of this chart
instead.
## CO 5.2 Show related charts on one page
![Figure CO 5.2: Show related charts on one page](img/co-5.2.png)
Different from small multiples, _related charts cover different topics (different measures) on one page._ They mostly use different scales, too. This arrangement of charts on one page is sometimes called _multi-charts_. But the term *multi-charts* fails to underline the fact that these charts must have a useful relationship. It does not make sense to arrange several, completely unrelated charts on one page.
Different from small multiples, _related charts cover different topics
(different measures) on one page._ They mostly use different scales, too. This
arrangement of charts on one page is sometimes called _multi-charts_. But the
term _multi-charts_ fails to underline the fact that these charts must have a
useful relationship. It does not make sense to arrange several, completely
unrelated charts on one page.
This approach offers high data density and a higher level of
comparability but it can be a demanding visual and technical challenge
as a uniform notation concept, clear terms, and an understandable
scaling prove even more important (see Figure CO 5.2).
This approach offers high data density and a higher level of comparability but
it can be a demanding visual and technical challenge as a uniform notation
concept, clear terms, and an understandable scaling prove even more important
(see Figure CO 5.2).
![Figure CO 5.2-1: Page showing a ratio tree](img/co-5.2-1.png)
Consistent scaling of _multi-charts_ can be difficult. Sometimes different scales for the same unit or measure are inevitable. In this case, clearly indicate the use of a different scale by an appropriate mean, e.g. scaling indicators.
Consistent scaling of _multi-charts_ can be difficult. Sometimes different
scales for the same unit or measure are inevitable. In this case, clearly
indicate the use of a different scale by an appropriate mean, e.g. scaling
indicators.
*Ratio trees* are multi-charts showing root causes. Use ratio
trees to prove or explain a specific issue. Pointing out the assumptions
and root causes of variances or temporal evolvements improves
understanding and is more convincing, too. In general, the
_ratio_ is broken down into its components (mostly from left to
right). Thus individual charts, preferably identical size, are arranged
_Ratio trees_ are multi-charts showing root causes. Use ratio trees to prove or
explain a specific issue. Pointing out the assumptions and root causes of
variances or temporal evolvements improves understanding and is more convincing,
too. In general, the _ratio_ is broken down into its components (mostly from
left to right). Thus individual charts, preferably identical size, are arranged
in a tree shape structure.
Consistent scaling of _ratio trees_ can be difficult. Sometimes different scales for the same unit or measure are inevitable. In this case, clearly indicate the use of a different scale by an appropriate mean, e.g. scaling indicators.
Consistent scaling of _ratio trees_ can be difficult. Sometimes different scales
for the same unit or measure are inevitable. In this case, clearly indicate the
use of a different scale by an appropriate mean, e.g. scaling indicators.
A typical example of a page showing a _ratio tree_ is the “Return
on asset” tree.
A typical example of a page showing a _ratio tree_ is the “Return on asset”
tree.
## CO 5.3 Show chart-table combinations
Combining charts and tables on a page is not to be confused with the integration of chart elements in tables.
Combining charts and tables on a page is not to be confused with the integration
of chart elements in tables.
_Chart-table combinations_ cover situations where a separate chart is added to a page with a table or vice versa. In general, such a combination is very useful if both objects display supplementary data. Tables simply listing the numbers of a chart are superfluous in most cases (see also UN 2.3 “[Unify the position of legends and labels](09-unify.md#un-23-unify-the-position-of-legends-and-labels”).
_Chart-table combinations_ cover situations where a separate chart is added to a
page with a table or vice versa. In general, such a combination is very useful
if both objects display supplementary data. Tables simply listing the numbers of
a chart are superfluous in most cases (see also UN 2.3 “[Unify the position of
legends and labels](09-unify.md#un-23-unify-the-position-of-legends-and-labels”).
## CO 5.4 Show charts and tables in text pages
Embedding illuminating charts and tables in the text of a written report
helps the reader understanding the message.
Embedding illuminating charts and tables in the text of a written report helps
the reader understanding the message.
Always position charts and tables in close proximity to the phrase
carrying the message, which the chart or table supports.
Always position charts and tables in close proximity to the phrase carrying the
message, which the chart or table supports.
Text pages should contain a title element like other pages. Also use a title and, if possible, a message for every chart and table embedded in a text page.
Text pages should contain a title element like other pages. Also use a title
and, if possible, a message for every chart and table embedded in a text page.
[← Avoid Clutter](05-simplify.md) | [Ensure visual integrity →](07-check.md)

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# CHECK Ensure visual integrity
CHECK covers all aspects of ensuring visual integrity in reports and presentations.
CHECK covers all aspects of ensuring visual integrity in reports and
presentations.
_Ensuring visual integrity_ means that reports and presentations present
information in the most truthful and the most easily understood way by avoiding
misleading visuals.
This chapter covers avoiding manipulated axes and visualization elements, using the
same scales, and showing data adjustments.
This chapter covers avoiding manipulated axes and visualization elements, using
the same scales, and showing data adjustments.
1. [Avoid manipulated axes](#ch-1-avoid-manipulated-axes)
2. [Avoid manipulated visualization elements](#ch-2-avoid-manipulated-visualization-elements)
@ -24,30 +25,33 @@ defeat this purpose of explaining actual interrelations.
![Figure CH 1.1: Avoid truncated axes](img/ch-1.1.png)
Charts with value axes not starting at zero (“cut” axes) are not “wrong”
in and of themselves, but the message to be visually conveyed then does
not correspond to the numerical values upon which the chart is based.
Therefore, value axes should generally start at zero, see Figure CH 1.1.
Charts with value axes not starting at zero (“cut” axes) are not “wrong”in and
of themselves, but the message to be visually conveyed then does not correspond
to the numerical values upon which the chart is based. Therefore, value axes
should generally start at zero, see Figure CH 1.1.
One exception to this rule exists: charts with indexed data (e.g. if the value for the index period is set to 100%) with only small variances from 100%. Here “zooming in” on the variances could be of greater value than indicating the absolute values (starting at zero). In this case, position the category labels at the 100% line in order to avoid misinterpretations.
One exception to this rule exists: charts with indexed data (e.g. if the value
for the index period is set to 100%) with only small variances from 100%. Here
“zooming in” on the variances could be of greater value than indicating the
absolute values (starting at zero). In this case, position the category labels
at the 100% line in order to avoid misinterpretations.
## CH 1.2 Avoid logarithmic axes
![Figure CH 1.2: Avoid logarithmic axes](img/ch-1.2.png)
_Avoid logarithmic scales_ because they do not allow the visual
comparison of values, see Figure CH 1.2. In business, very few
applications for logarithmic axes exist (e.g. comparing growth rates of
different stocks in percent).
_Avoid logarithmic scales_ because they do not allow the visual comparison of
values, see Figure CH 1.2. In business, very few applications for logarithmic
axes exist (e.g. comparing growth rates of different stocks in percent).
## CH 1.3 Avoid different class sizes
![Figure CH 1.3: Avoid different class sizes](img/ch-1.3.png)
If the categories represent ordered classes of elements (e.g. age
classes) as used for the visualization of distributions in histograms,
use class sizes of identical width (e.g. ten years). Otherwise, true
visual comparability is impossible, see Figure CH 1.3.
If the categories represent ordered classes of elements (e.g. age classes) as
used for the visualization of distributions in histograms, use class sizes of
identical width (e.g. ten years). Otherwise, true visual comparability is
impossible, see Figure CH 1.3.
## CH 2 Avoid manipulated visualization elements
@ -59,19 +63,22 @@ axes.
![Figure CH 2.1: Avoid clipped visualization elements](img/ch-2.1.png)
Similar to “cut” axes, clipped visualization elements such as broken
columns make visual comparisons impossible, see Figure CH 2.1.
Similar to “cut” axes, clipped visualization elements such as broken columns
make visual comparisons impossible, see Figure CH 2.1.
## CH 2.2 Use creative solutions for challenging scaling issues
![Figure CH 2.2: Use creative solutions for challenging scaling issues](img/ch-2.2.png)
![Figure CH 2.2: Use creative solutions for challenging scaling
issues](img/ch-2.2.png)
Creative visualization elements can be used to compare extreme values,
e.g., displaying data in two-dimensional or even three-dimensional
visualization elements allows the comparison of values differing by
orders of magnitude, see Figure CH 2.2.
Creative visualization elements can be used to compare extreme values, e.g.,
displaying data in two-dimensional or even three-dimensional visualization
elements allows the comparison of values differing by orders of magnitude, see
Figure CH 2.2.
This rule must be clearly separated from the rules of section CH 3 “[Avoid misleading representations](07-check.md#ch-3-avoid-misleading-representations)” where area and volume visualizations are used improperly.
This rule must be clearly separated from the rules of section CH 3 “[Avoid
misleading representations](07-check.md#ch-3-avoid-misleading-representations)”
where area and volume visualizations are used improperly.
## CH 3 Avoid misleading representations
@ -80,36 +87,37 @@ observer differs from the underlying values.
## CH 3.1 Use correct area comparisons, prefer linear ones
![Figure CH 3.1: Use correct area comparisons, prefer linear ones](img/ch-3.1.png)
![Figure CH 3.1: Use correct area comparisons, prefer linear
ones](img/ch-3.1.png)
Using two-dimensional representations (areas of circles, icons, or
emblems) for the visualization of data is only valid, if the size of
these areas corresponds to the underlying values. The visual perception
will be misleading if the diameters of circles or the heights of icons
represent the values, see Figure CH 3.1.
Using two-dimensional representations (areas of circles, icons, or emblems) for
the visualization of data is only valid, if the size of these areas corresponds
to the underlying values. The visual perception will be misleading if the
diameters of circles or the heights of icons represent the values, see Figure CH
3.1.
## CH 3.2 Use correct volume comparisons, prefer linear ones
![Figure CH 3.2: Use correct volume comparisons, prefer linear ones](img/ch-3.2.png)
![Figure CH 3.2: Use correct volume comparisons, prefer linear
ones](img/ch-3.2.png)
Similar to areas, the visual perception will be misleading, if the
(one-dimensional) diameters or the (two-dimensional) areas of
three-dimensional visualization elements (spheres, cubes, etc.)
represent the values, see Figure CH 3.2. Even if their volumes represent
the values, it is hard to perceive them properly. Prefer linear
comparisons instead.
(one-dimensional) diameters or the (two-dimensional) areas of three-dimensional
visualization elements (spheres, cubes, etc.) represent the values, see Figure
CH 3.2. Even if their volumes represent the values, it is hard to perceive them
properly. Prefer linear comparisons instead.
## CH 3.3 Avoid misleading colored areas in maps
![Figure CH 3.3: Avoid misleading colored areas in maps](img/ch-3.3.png)
Different colored areas can be helpful to visualize the precipitation per
square meter or the population density. However, do not use colored
areas for the visualization of non-area-related figures such as market
shares or return on sales. Position columns or bars of identical scale
in maps instead. By the way, pie charts also work well here (an
exception to the EX 2.1 “[Replace pie…”](04-express.md#ex-21-replace-pie-and-ring-charts) because they can be placed precisely at one point, like a
city (see Figure CH 3.3).
Different colored areas can be helpful to visualize the precipitation per square
meter or the population density. However, do not use colored areas for the
visualization of non-area-related figures such as market shares or return on
sales. Position columns or bars of identical scale in maps instead. By the way,
pie charts also work well here (an exception to the EX 2.1 “[Replace
pie...”](04-express.md#ex-21-replace-pie-and-ring-charts) because they can be
placed precisely at one point, like a city (see Figure CH 3.3).
## CH 4 Use the same scales
@ -123,42 +131,52 @@ report or presentation material.
![Figure CH 4.1: Use identical scale for the same unit](img/ch-4.1.png)
If presenting more than one chart of the same unit on one page, use the
identical scale for these charts, see Figure CH 4.1. In extreme
situations identical scales might not be desirable. In these exceptional
cases the use of scaling indicators (see [CH 4.3](07-check.md#ch-43-use-scaling-indicators-if-necessary)
and [UN 5.2](09-unify.md#un-52-unify-scaling-indicators)) can be helpful.
identical scale for these charts, see Figure CH 4.1. In extreme situations
identical scales might not be desirable. In these exceptional cases the use of
scaling indicators (see [CH
4.3](07-check.md#ch-43-use-scaling-indicators-if-necessary) and [UN
5.2](09-unify.md#un-52-unify-scaling-indicators)) can be helpful.
## CH 4.2 Size charts to given data
![Figure CH 4.2: Size charts to given data](img/ch-4.2.png)
Using identical scales in multiple charts can be demanding if the values
in the charts differ by orders of magnitude. A good solution is adapting
the chart size to the given data, see Figure CH 4.2.
Using identical scales in multiple charts can be demanding if the values in the
charts differ by orders of magnitude. A good solution is adapting the chart size
to the given data, see Figure CH 4.2.
## CH 4.3 Use scaling indicators if necessary
![Figure CH 4.3: Use scaling indicators if necessary](img/ch-4.3.png)
There are several ways to overcome challenging scaling problems. _Scaling indicators_, such as *scaling lines* and *scaling areas* indicating the same numerical height (typically a power of 10) in all charts are helpful to assist in comparing multiple charts (of the same unit) with different scales, see Figure CH 4.3.
There are several ways to overcome challenging scaling problems. _Scaling
indicators_, such as *scaling lines* and *scaling areas* indicating the same
numerical height (typically a power of 10) in all charts are helpful to assist
in comparing multiple charts (of the same unit) with different scales, see
Figure CH 4.3.
This guide suggests a _semantic design_ for scaling lines and scaling areas, see UN 5.2 “[Unify scaling indicators](09-unify.md#un-52-unify-scaling-indicators)”.
This guide suggests a _semantic design_ for scaling lines and scaling areas, see
UN 5.2 “[Unify scaling indicators](09-unify.md#un-52-unify-scaling-indicators)”.
## CH 4.4 Use outlier indicators if necessary
![Figure CH 4.4: Use outlier indicators if necessary](img/ch-4.4.png)
Certain values that are very big in comparison to other values are called
outliers. If an outlier is not important for business, e.g. a big
relative variance of a small value, then it is not appropriate to scale
the whole chart to this outlier. Therefore, use _outlier
indicators_ for unimportant outliers, see Figure CH 4.4.
outliers. If an outlier is not important for business, e.g. a big relative
variance of a small value, then it is not appropriate to scale the whole chart
to this outlier. Therefore, use _outlier indicators_ for unimportant outliers,
see Figure CH 4.4.
This guide suggests a _semantic design_ for outlier indicators, see UN 5.3 “[Unify outlier indicators](09-unify.md#un-53-unify-outlier-indicators)”.
This guide suggests a _semantic design_ for outlier indicators, see UN 5.3
“[Unify outlier indicators](09-unify.md#un-53-unify-outlier-indicators)”.
## CH 4.5 Use magnifying glasses
Another way to assist in scaling problems is to use “_magnifying glasses_” for zooming in on a part of a chart with a bigger scale. Use an appropriate visualization element to mark the part of a chart to be zoomed in and to link it to a second chart displaying the zoomed part on a bigger scale.
Another way to assist in scaling problems is to use “_magnifying glasses_” for
zooming in on a part of a chart with a bigger scale. Use an appropriate
visualization element to mark the part of a chart to be zoomed in and to link it
to a second chart displaying the zoomed part on a bigger scale.
## CH 5 Show data adjustments
@ -169,14 +187,15 @@ impression, hiding the real development of business.
![Figure CH 5.1: Show the impact of inflation](img/ch-5.1.png)
Making inflation effects transparent helps avoid misinterpretations of
time series visualizations, see Figure CH 5.1.
Making inflation effects transparent helps avoid misinterpretations of time
series visualizations, see Figure CH 5.1.
## CH 5.2 Show the currency impact
![Figure CH 5.2: Show the currency impact](img/ch-5.2.png)
Similar to inflation effects, the adjustment of currency effects can help
to avoid misinterpretations, see Figure CH 5.2.
Similar to inflation effects, the adjustment of currency effects can help to
avoid misinterpretations, see Figure CH 5.2.
[← Increase information density](06-condense.md) | [Apply semantic notation →](09-unify.md)
[← Increase information density](06-condense.md) | [Apply semantic notation
→](09-unify.md)

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# SEMANTIC RULES
_Semantic rules_ help to clearly relay content by using a uniform notation. They comprise the third part of this guide with the rule set [UNIFY](09-unify.md).
_Semantic rules_ help to clearly relay content by using a uniform notation. They
comprise the third part of this guide with the rule set [UNIFY](09-unify.md).
The semantic rules are based on the work of Rolf [Hichert](https://www.ibcs.com/consultant/rolf-hichert/) and other contributors of the [IBCS Association](https://www.ibcs.com/ibcs-association/). As they are manifested by convention, semantic rules must first be more widely accepted to become a standard.
The semantic rules are based on the work of Rolf
[Hichert](https://www.ibcs.com/consultant/rolf-hichert/) and other contributors
of the [IBCS Association](https://www.ibcs.com/ibcs-association/). As they are
manifested by convention, semantic rules must first be more widely accepted to
become a standard.

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# That's all, folks
Thanks for reading! Follow @[ohmypy](https://twitter.com/ohmypy) on Twitter to keep up with new stuff 🚀
Thanks for reading! Follow @[ohmypy](https://twitter.com/ohmypy) on Twitter to
keep up with new stuff 🚀