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Being an analyst with modern visualization technology is fun and enriching. Who doesn’t enjoy a stunning visual with useful and easily consumable insights? The reality is: even the most thoughtful authors have blind spots. Why? Because authors have significant amount of background knowledge that is not carried through via visualizations. In the absence of that, users relay on visual cues and the knowledge they learn from elsewhere to interpret what they see. This often cause communication gaps in data visualization, particularly in situations where report is authored by one person and used by many users from different teams, different backgrounds, and have different background knowledge and chart reading abilities.
Like here, a great visualization published by our Power BI enthusiast JaredK . The gallery title is Sales Scorecard: Where are we losing money. From this very informative title (I wish it was on the visualization though), I immediately see the intent of this visualization: help sales management to identify where we lose money. As I move down to the visual, my eyes are locked to where the author wants me to: The RED - Forms, Virginia, Indiana, Accident Reporting under Melonie Wiesner, and several other areas. By aligning intent with powerful visual cues, the author gets his key points across in less than 5 seconds. How can I not be a delighted customer?
But as I dive deeper, a few questions arose:
These seems nitpicking. But require guessing in data visualization not only takes effort, but also can be dangerous. Add a few extra words or labels on the sub headers and callout numbers will eliminate the need for guessing and enhance user experience.
Here is another example. Can you see where are the authors’ blind spots?
Here are what I see:
This is by no means a criticism, but a reminder that blind spots are common for modern data visualization and consumption scenarios. The question is: how can we reduce it?
A simple solution I recommend is the FIVE SECOND TEST – Send your visualization to a coworker, give them five seconds to read your visualization, and ask them what they learned. If what they learned is largely different from what you want your audience to learn, then take your work back and try again. Another more thorough approach is to develop a check list: Does my title suggest my intent? Are my sub-headers informative? Is this the right chart? Have I labelled things correctly? How about interactions, tooltips, data format, and filters? The more thorough we are, the less head-scratching our users would need to be, and the more effective we are in getting our message delivered.
What do you think? Are you willing to try?
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