Week 3 Cheat Sheet

Week 3: Data Visualization Science

Choosing the Right Chart for Your Data and Question
From Chart Types to Critical Thinking

The Five Question Types

Every chart answers one of five kinds of question. Name the question first, then the chart family follows.

Comparison How do values differ across groups? Bars, dot plots
Trend How does a value change over time? Lines, slope charts
Composition What parts make up a whole? Stacked bars, pie (sparingly)
Distribution How are values spread out? Histograms, box plots
Relationship How do variables move together? Scatter, heat maps

Use these five as a mental filter. When you know which question you are asking, the chart family follows almost mechanically. The eight concepts below develop the thinking skills that go alongside this choice.

Core Concepts

Essential principles for selecting and creating effective visualizations

1

Master These 8 Chart Types First

While there are hundreds of possible chart types out there, from violin plots to Sankey diagrams, the reality is that you only need to master a core set of about 6-8 visualizations to handle 85-90% of real-world questions you'll encounter. Focus on these fundamentals before exploring more exotic chart types.

Why this matters: Focus on mastering the fundamentals rather than learning every exotic chart type.

The Essential 8 Chart Types

Column/Bar Charts Comparisons, rankings
Line/Dot Charts Trends over time
Pie/Donut Charts Parts of whole (use sparingly!)
Scatter Plots Correlations, relationships
Histograms Distributions, frequencies
Tables Detailed data, lookups
Heat Maps Patterns across dimensions
Box Plots Statistical distributions

Common Chart Usage Patterns

Chart Complexity vs Frequency

2

Exploration Charts and Communication Charts Are Different

The visualization you build to understand the data yourself is not the same as the one you build to share with stakeholders. Exploration charts carry more detail to aid your analysis. Communication charts strip out anything not essential to the story you need to tell. Match the chart to the audience and purpose.

Why this matters: The same data often requires different visualizations depending on who is looking at it and why.

For Analysis: Box Plot (Detailed)

Hover over the boxes to see details

For Stakeholders: Bar Chart (Simplified)

Key Insight: The analyst's view shows distribution, outliers, and variance. The stakeholder's view shows the clear trend that matters for decision-making.
3

Tie the Visualization to the Question Being Asked

There are many times we will see data and then build a visualization before we have a clear understanding of what question we should be asking. We really should think of the question(s) beforehand.

Why this matters: Different questions about the same data require different visualizations.

Project Management Example

Question: Total Project Duration?

Use: Stacked Bar Chart

Question: Compare Each Phase?

Use: Line Chart

4

Why Nominal, Ordinal, Interval, Ratio Matters

The level of measurement determines which visualizations make sense. Ordinal data (with order) works well with line charts, while nominal data (no order) can be misleading in line visualizations.

Why this matters: Using the wrong visualization for your data type can cause misinterpretation.

Ordinal Data: Makes Sense

Stages have natural order

Nominal Data: Misleading!

No natural order - creates false trends

Level of Measurement Appropriate Charts Avoid These Charts Nominal
Categories without order Bar, Pie, Donut Line, Area Ordinal
Categories with order Bar, Line, Heatmap, Slope Pie (loses the ordering) Interval/Ratio
Continuous numbers Line, Scatter, Histogram, Box Pie (almost never appropriate for continuous data)
5

Multiple Visualizations are OK

Many times you'll have multiple questions about your data. It is perfectly OK to have multiple visualizations. Very rarely will you only have one question for your data. You may want to see a summary, then drill in and filter for root cause analysis.

Why this matters: Don't force everything into one chart. Prioritize clarity over consolidation.

Dashboard Approach: Multiple Views, One Story

Overview: Total Sales

Breakdown: By Category

Trend: Monthly Pattern

Detail: Regional Performance

6

Text is OK as an Alternative to Visualizations

If your question has a single answer, like "How do our sales compare this year to last year?" and the answer is just "up 12%", you can just use text. The goal of visuals is to make it easy to interpret so if the answer is a single number, no need for a chart.

Why this matters: Sometimes the simplest presentation is the most effective.

When to Use Text vs. Visualization

Use Text When:

+12%

Year-over-year growth

Single metric, no additional context needed

Use Chart When:

Showing trend, breakdown, or comparison

7

Context is Key

While data doesn't lie, it's important to understand the context around the data, especially when looking at trends and patterns. Don't just use a visualization to highlight something without understanding if there's another reason to explain why the data looks the way it does.

Why this matters: Context prevents misinterpretation and leads to better decisions.

COVID Cases Example: Without vs. With Context

Click the toggle button to see the difference annotations make
Best Practice: Always add annotations to explain unusual patterns, changes in methodology, or external factors that influence the data.
8

Apply Critical Thinking When Consuming Visualizations

Charts can be misleading, even unintentionally. Our brains see a visual and if it has low cognitive load and makes sense, we tend to unconsciously agree with it. We need to question visualizations and apply critical thinking.

Why this matters: Both as creators and consumers of visualizations, we must be vigilant against misinterpretation.

Common Misleading Practices

Misleading: Truncated Y-Axis

Makes small differences look dramatic

Honest: Full Scale

Shows true proportions

Questions to Ask:
  • Is the scale appropriate and consistent?
  • Is important context missing?
  • Could there be other explanations for the pattern?
  • Is the chart type appropriate for the data type?
  • Are comparisons fair and meaningful?

Looking Ahead

What's coming in Week 4 and beyond

Week 4 Preview: Design Elements

In Week 4, we'll add design elements to make visualizations easier to understand: color, reference lines, clear titles, annotations, and more. We'll also explore diagnostic analytics, moving from "what happened" to "why it happened" through interactive visualizations.

Key Topics:
  • Design principles for reducing cognitive load
  • Effective use of color and visual hierarchy
  • Interactive visualizations for diagnostic analytics
  • Drill-down and filtering techniques
  • Preparing visualizations for different audiences

Keep this cheat sheet handy for reference as you select and create visualizations.

Looking for more specific chart recommendations? Two companion tools go deeper than this cheat sheet. The Chart Type Selection Guide is a searchable gallery of 23 chart types when you already know roughly what you want and need the details. The Chart Selection Decision Tree walks you from your question to the right chart when you are not sure yet, and ends each answer with the configuration and design checks to run before you share it.

Week 3 | OPWL 508 - Data Visualization Course

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