OHA Visualizing Data

Visualizing Data
Part of the OHA/SIEI Analytics Building Blocks Summer Series 2022

Aaron Chafetz and Tim Essam

Transcript

1. Visualizing Data Part 1 - Aug 1 | Part 2 - Aug 4 OHA/SIEI Analytics Building Blocks Summer Series 2022
2. SESSION PRESENTERS 2 AARON Chafetz Senior Economist TIM Essam Senior Data Scientist US Agency for International Development Office of HIV/AIDS | Strategic Information Branch
3. Takeaways 3
4. BLUF • Data visualization is not graphic design • Less is usually better, or if using a lot of data you MUST have visual hierarchy • Good data visualization takes time, lots of it • Need to be always guided by a central question 4
5. Learning Objectives 5 • Understand the benefits of visualizing and exploring data • Be able to identify problems with a visualization • Feel comfortable with data visualization principles • Apply data viz principles to work products
6. Why visualize data? 6
7. 7 How many 4ʼs are in the visual?
8. 8 How many 4ʼs are in the visual? 8 8 2 7 5 4 6 1 5 6 4 6 8 2 4 8 8 1 4 5 8 1 8 8 0 4 3 8 4 7 6 7 3 6 0 7 0 1 8 5
9. 9 How many 4ʼs are in the visual? 8 8 2 7 5 4 6 1 5 6 4 6 8 2 4 8 8 1 4 5 8 1 8 8 0 4 3 8 4 7 6 7 3 6 0 7 0 1 8 5
10. 10 How many 4ʼs are in the visual? 8 8 2 7 5 4 6 1 5 6 4 6 8 2 4 8 8 1 4 5 8 1 8 8 0 4 3 8 4 7 6 7 3 6 0 7 0 1 8 5 These are 4s.
11. 11 Covid response hampered by population data glitches - FT/Oliver Barnes & John Burn-Murdoch These choices arenʼt random; there are good reasons graphics teams do what they do
12. 12 How many 4ʼs are in the visual? 8 8 2 7 5 4 6 1 5 6 4 6 8 2 4 8 8 1 4 5 8 1 8 8 0 4 3 8 4 7 6 7 3 6 0 7 0 1 8 5 There are 6 fours in the visual below.
13. 13 Better Data Visualizations - Jon Schwabish Preattentive attributes
14. 14 Do our PEPFAR graphics typically adhere to these principles?
15. 15 x1 x2 x3 x4 y1 y2 y3 y4 10 10 10 8 8.04 9.14 7.46 6.58 8 8 8 8 6.95 8.14 6.77 5.76 13 13 13 8 7.58 8.74 12.74 7.71 9 9 9 8 8.81 8.77 7.11 8.84 11 11 11 8 8.33 9.26 7.81 8.47 14 14 14 8 9.96 8.1 8.84 7.04 6 6 6 8 7.24 6.13 6.08 5.25 4 4 4 19 4.26 3.1 5.39 12.5 12 12 12 8 10.84 9.13 8.15 5.56 7 7 7 8 4.82 7.26 6.42 7.91 5 5 5 8 5.68 4.74 5.73 6.89 Average 9.0 9.0 9.0 9.0 7.5 7.5 7.5 7.5 Variance 11.0 11.0 11.0 11.0 4.1 4.1 4.1 4.1 St. Dev. 3.3 3.3 3.3 3.3 2.0 2.0 2.0 2.0 Anscombeʼs Quartet
16. 16 x1 x2 x3 x4 y1 y2 y3 y4 10 10 10 8 8.04 9.14 7.46 6.58 8 8 8 8 6.95 8.14 6.77 5.76 13 13 13 8 7.58 8.74 12.74 7.71 9 9 9 8 8.81 8.77 7.11 8.84 11 11 11 8 8.33 9.26 7.81 8.47 14 14 14 8 9.96 8.1 8.84 7.04 6 6 6 8 7.24 6.13 6.08 5.25 4 4 4 19 4.26 3.1 5.39 12.5 12 12 12 8 10.84 9.13 8.15 5.56 7 7 7 8 4.82 7.26 6.42 7.91 5 5 5 8 5.68 4.74 5.73 6.89 Average 9.0 9.0 9.0 9.0 7.5 7.5 7.5 7.5 Variance 11.0 11.0 11.0 11.0 4.1 4.1 4.1 4.1 St. Dev. 3.3 3.3 3.3 3.3 2.0 2.0 2.0 2.0
19. 19 Stop aggregating away the signal in your data - Visualization by Shan Carter, Zan Armstrong, Mike Freeman, and Ian Johnson
20. 20 Stop aggregating away the signal in your data - Visualization by Shan Carter, Zan Armstrong, Mike Freeman, and Ian Johnson
21. 21 Stop aggregating away the signal in your data - Visualization by Shan Carter, Zan Armstrong, Mike Freeman, and Ian Johnson
22. 22 What is your recommendation for leadership? Overall partner achievement
23. 23 What about now? Partner achievement at PSNU level Overall partner achievement Partner (PSNU level) achievement capped at 110%
24. 24 Photo by Sonja Langford on Unsplash
25. 25 What Questions to Ask When Creating Charts - Lisa Charlotte Muth
26. 26 Kudos and criticisms Plot A Plot B
27. 27 Good data viz is iterative and happens behind the scenes 1 2 3 4 5 6
28. 28 Truth Truth Truth @visualizevalue [2022-05-09]
29. 29 We canʼt teach you everything in three hours, but we can give you the ʻwhyʼ and tools you need to create a solid foundation to build from. Final Thoughts
30. PEPFAR Landscape 30
31. 31 PEPFAR Annual Report to Congress 2022
32. 32 PEPFAR Annual Report to Congress 2022
33. 33 PEPFAR Annual Report to Congress 2022
34. 34 PEPFAR Annual Report to Congress 2022
35. 35 PEPFAR Annual Report to Congress 2022
36. 36 PEPFAR Annual Report to Congress 2022
37. 37 PEPFAR Annual Report to Congress 2022
39. 39 Typical PEPFAR Presentation
40. Data Visualization ≠ Presentation 40
41. 41 Presentation Data Images Oral Context Values Tables Viz Sequence
42. 42 Homework • Download and review OHA Style Guide (link) • Come prepared to discuss how you can apply data viz principles from the OHA Style Guide • Extra Credit: Try remaking slide 33 with this dataset
43. 43 Recap • Visualizations are not presentations • Do less to do more • Leverage design principles to create more effective graphics • BE INTENTIONAL
44. Where to get started? 44
45. 45 OHA Data Visualization Cheatsheet
46. 46 Financial Times Visual Vocabulary
47. 47 OHA Data Visualization Cheatsheet
48. 48 What Questions to Ask When Creating Charts - Lisa Charlotte Muth
49. 49 OHA Data Visualization Style Guide
50. 51 OHA Data Visualization Style Guide
51. Data Viz Cheat Sheet 52 Style Guide Colors Wiki Adobe Color colorbrewer viz-palette Click any box for a link to the resource OHA COLORS
52. 53 Click any box for a link to the resource MS Palettes Excel Hacks Excel Data Viz Open Source Tools R & Rstudio SI Custom Package
53. 54 Click any box for a link to the resource Tableau Palettes Slides Template Tableau Template Tableau Learning Collaborative Tableau Tutorials Tableau Containers
54. Key Principles 55
55. 56 Show the Data Provide Context Be Intentional Rely on Visual Hierarchy 0101
56. Show the Data 57 0101
57. 58 OHA Data Visualization Style Guide How can this plot be improved?
58. 59 Avoid Clutter - 1 OHA Data Visualization Style Guide
59. 61 Avoid Clutter - 2 OHA Data Visualization Style Guide
60. 63 Avoid Dual Axes Plots OHA Data Visualization Style Guide
61. 65 Use Small Multiples OHA Data Visualization Style Guide
62. Provide Context 66
63. 68 Convey Message/Context OHA Data Visualization Style Guide
64. 70 Appropriate Baseline OHA Data Visualization Style Guide
65. 72 Provide Reference OHA Data Visualization Style Guide
66. 74 Add Clarifying Details OHA Data Visualization Style Guide
67. 76 Subtle Annotations OHA Data Visualization Style Guide
68. Be Intentional 77
69. 79 Intentional Ordering OHA Data Visualization Style Guide
70. 81 Intentional Color Use OHA Data Visualization Style Guide
71. 83 Clean Numbers OHA Data Visualization Style Guide
72. 85 Color-Blind Safe OHA Data Visualization Style Guide
73. 87 Integrate Legends OHA Data Visualization Style Guide
74. 89 Label Whatʼs Important OHA Data Visualization Style Guide
75. Rely on Visual Hierarchy 90
76. You will read this first 91 And then you will read this Then this one And you will read this last
77. 93 Typeface/Size/Weight/Color OHA Data Visualization Style Guide
78. 94 Typeface/Size/Weight/Color OHA Data Visualization Style Guide
79. Transformation 95
80. 96 @ikashnitsky [2022-05-04]
81. 97 Amy Esselman - Storytelling With Data
82. 98 Zan Armstrong—Outlier 2022—Three Simple, Flexible Tools for Empowered Data Visualization
83. Remake 99
84. 100 PEPFAR Annual Report to Congress 2022 Key Message? “PEPFAR has prioritized, and made significant progress toward, transitioning a substantial majority of our funding by agency to local partners”
85. 101 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
86. 102 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
87. 103 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
88. 104 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
89. 105 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
90. 106 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
91. 107 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes
92. 108 PEPFAR Annual Report to Congress 2022 Sorted Colors Clutter Title Labels Axes Achieved 70% goal Short of 70% goal Local partner share of budget 70% goal
93. 109 “PEPFAR has prioritized, and made significant progress toward, transitioning a substantial majority of our funding by agency to local partners”
94. 110 PEPFAR Annual Report to Congress 2022 Local partner share of budget IN FY21, RWANDA, SOUTH AFRICA, ETHIOPIA & UKRAINE ALLOCATED OVER 70% OF BUDGET TO LOCAL PARTNERS The remaining 24 operating units fell short of the 70% goal. Achieved 70% goal Short of 70% goal 70% goal “PEPFAR has prioritized, and made significant progress toward, transitioning a substantial majority of our funding by agency to local partners”
95. 111 IN FY21, 10 OPERATING UNITS ALLOCATED OVER 50% OF BUDGET TO LOCAL PARTNERS
97. Recapping our Bottom Line • Data visualization is not graphic design • Less is usually better, or if using a lot of data you MUST have visual hierarchy • Good data visualization takes time, lots of it • Need to be always guided by a central question 113
98. 117 Notes and Attributions • Gestalt Principles - https://www.interaction-design.org/literature/topics/gestalt-principles • 1.3.3 Gestalt rules from Kieran Healy's Data Visualization - https://socviz.co/lookatdata.html • DatasauRus Package - https://cran.r-project.org/web/packages/datasauRus/vignettes/Datasaurus.html • What Questions to Ask When Creating Charts - https://blog.datawrapper.de/better-charts/ • How Weʼve Learned Data Viz, and Why You May Want To Do It Differently - https://medium.com/nightingale/how-weve-learned-data-viz-and-why-you-may-want-to-do-it-differently-ec1267bd39b2 • PEPFAR Annual Report to Congress - https://www.state.gov/wp-content/uploads/2022/05/PEPFAR2022.pdf • Graphic design has rules, and they work … - https://twitter.com/MR_RO_BO_T/status/1533517961377587201 • #RotateTheDamnPlot - https://twitter.com/ikashnitsky/status/1521960898440613889?s=20&t=rxuGq6l-O8BMdYDG-zzw9A • bar charts and dot plots and line graphs, oh my! - https://www.storytellingwithdata.com/blog/bar-charts-and-dot-plots-and-line-graphs-oh-my • Examples from: Three Simple Flexible tools for Empowered Data Visualization - https://www.youtube.com/watch?v=W02ZlvulHSY • OHA Style Guide - https://issuu.com/achafetz/docs/oha_styleguide • Better Visualiztions - Jon Schwabish • Covid response hampered by population data glitches - Oliver Barnes & John Burn-Murdoch - https://www.ft.com/content/125fbaf8-175a-4e2e-852a-9995ca5176b2