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Data Visualization

Cognitive Psychology and Design
Principles for Effective Visual
Communication



Dan Sweet
March 2012
Finance & Accounting Challenges
• Communication
• Influence others more senior than you
• Effectively and persuasively share analysis



However, the bulk of the people we work with
are human. Humans are emotional creatures of
habit and don’t always listen to reason.
F&A’s role
•   Rational objective analysis
•   Accurate
•   Impartial
•   Dispassionate

ASSUMPTION: Objective Reality Exists

Does it?
Deciding on having surgery…

90% chance of survival

10% chance of death

Will you have the surgery?
Problem with humans
 •   Action preferred over accuracy
 •   Ambiguity is inherent in life
 •   Ambiguity ≈ Risk
 •   Risk  Negative Emotions
 •   Motivation: Pursuing Gains or Avoiding Losses
 •   Avoiding Losses > Pursuing Gains

 Result is a tendency to make decisions on feelings
 instead of knowledge

“Human Based Visual Communication” presentation by Dan Young – Corporate CMK
Much Information Processing is:
 •Holistic
 •Low Involvement
 •Habitual
 •Affect/Emotion Driven
 •Driven by past experiences




“Human Based Visual Communication” presentation by Dan Young – Corporate CMK
Low Involvement Logic
 Benefits of graphics that can be processed at this
 level:

 • Fluent Processing Of Highly Accessible
   Information
 • Feelings of Familiarity
 • Approach Behavior

 Key Question:
 Given the question and the broader communication
 context, is your graphic “message” intuitive?
“Human Based Visual Communication” presentation by Dan Young – Corporate CMK
Tell a Story
 • Integrate information presented
 • Create a more concrete and familiar context
 • Lead to increased fluency/ease of processing the
   information
 • Create relevant emotions/affect
 • Help link to existing knowledge

 Make your message more memorable and likely to
 impact behavior

“Human Based Visual Communication” presentation by Dan Young – Corporate CMK
Design Principles
Data-Ink Ratio
2D vs. 3D
Why is 3D “harder”?




“Human Based Visual Communication” presentation by Dan Young – Corporate CMK
http://www.slideshare.net/janwillemtulp/data-visualization-5724069
http://www.slideshare.net/janwillemtulp/data-visualization-5724069
http://www.slideshare.net/janwillemtulp/data-visualization-5724069
http://www.slideshare.net/janwillemtulp/data-visualization-5724069
Accessibility
Using
Color
Application
Redesigned   credit: www.perpetualedge.com
Credits
Cognitive psychology elements from a Dan Young
(Corporate CMK) presentation titled “Human Based
Visual Communication” presented at the 2011
Statistics Symposium.

Books written by Edward Tufte and Stephen Few
Stephen Few’s site: perceptualedge.com

http://www.slideshare.net/janwillemtulp/data-
visualization-5724069

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Data Visualization: Cognitive Psychology and Design Principles

  • 1. Data Visualization Cognitive Psychology and Design Principles for Effective Visual Communication Dan Sweet March 2012
  • 2. Finance & Accounting Challenges • Communication • Influence others more senior than you • Effectively and persuasively share analysis However, the bulk of the people we work with are human. Humans are emotional creatures of habit and don’t always listen to reason.
  • 3. F&A’s role • Rational objective analysis • Accurate • Impartial • Dispassionate ASSUMPTION: Objective Reality Exists Does it?
  • 4.
  • 5.
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  • 7. Deciding on having surgery… 90% chance of survival 10% chance of death Will you have the surgery?
  • 8.
  • 9.
  • 10. Problem with humans • Action preferred over accuracy • Ambiguity is inherent in life • Ambiguity ≈ Risk • Risk  Negative Emotions • Motivation: Pursuing Gains or Avoiding Losses • Avoiding Losses > Pursuing Gains Result is a tendency to make decisions on feelings instead of knowledge “Human Based Visual Communication” presentation by Dan Young – Corporate CMK
  • 11. Much Information Processing is: •Holistic •Low Involvement •Habitual •Affect/Emotion Driven •Driven by past experiences “Human Based Visual Communication” presentation by Dan Young – Corporate CMK
  • 12. Low Involvement Logic Benefits of graphics that can be processed at this level: • Fluent Processing Of Highly Accessible Information • Feelings of Familiarity • Approach Behavior Key Question: Given the question and the broader communication context, is your graphic “message” intuitive? “Human Based Visual Communication” presentation by Dan Young – Corporate CMK
  • 13. Tell a Story • Integrate information presented • Create a more concrete and familiar context • Lead to increased fluency/ease of processing the information • Create relevant emotions/affect • Help link to existing knowledge Make your message more memorable and likely to impact behavior “Human Based Visual Communication” presentation by Dan Young – Corporate CMK
  • 16.
  • 18. Why is 3D “harder”? “Human Based Visual Communication” presentation by Dan Young – Corporate CMK
  • 26. Redesigned credit: www.perpetualedge.com
  • 27. Credits Cognitive psychology elements from a Dan Young (Corporate CMK) presentation titled “Human Based Visual Communication” presented at the 2011 Statistics Symposium. Books written by Edward Tufte and Stephen Few Stephen Few’s site: perceptualedge.com http://www.slideshare.net/janwillemtulp/data- visualization-5724069