Want to create data visuals that grab attention and drive decisions? Here's your 10-point checklist:
- Pick the best chart type
- Check data accuracy
- Keep it simple
- Use colors wisely
- Label clearly
- Keep scales consistent
- Add interaction when needed
- Make charts accessible
- Tell a clear story
- Get feedback and improve
This guide covers everything from choosing the right chart to getting user feedback. Whether you're new to data viz or a seasoned pro, these tips will help you create clear, impactful visuals.
Quick Comparison:
Checklist Item | Why It Matters | Key Tip |
---|---|---|
Chart type | Matches data to message | Start with your main point |
Data accuracy | Builds trust | Double-check sources and math |
Simplicity | Focuses on what matters | Cut the clutter |
Color use | Makes key data pop | Stick to 6 colors max |
Clear labels | Explains at a glance | Write short, clear titles |
Consistent scales | Avoids misleading comparisons | Start bar charts at zero |
Interaction | Lets users explore | Balance features with simplicity |
Accessibility | Works for everyone | Design for color blindness |
Storytelling | Guides viewers through data | Organize data to support your message |
Feedback | Helps you improve | Ask your audience and make tweaks |
Remember: It's all about your audience. Start by defining who they are and what they need. Then use these tips to craft visuals that inform and drive action.
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1. Pick the Best Chart Type
Choosing the right chart can make or break your data presentation. Here's how to nail it:
Match Data to Charts
Different data, different charts. Simple as that. Check this out:
Data Type | Best Chart | Example |
---|---|---|
Time changes | Line chart | Monthly sales |
Value comparisons | Bar/column chart | Product sales by region |
Parts of a whole | Pie chart (2-3 max) | Market share |
Relationships | Scatter plot | Ad spend vs. sales |
Geographic data | Map | Customer locations |
Start with your main message. What's the point you're trying to make? That'll guide your chart choice.
Make Charts Pop
Want your charts to grab eyeballs? Here's how:
- Keep it simple. Ditch the fluff.
- Use color smart. Highlight key points with bold colors.
- Label clearly. Make titles and axes easy to read.
- Scale right. Always start bar and column charts at zero.
Pro tip: Stick to charts people know. Fancy isn't always better.
Take the Financial Times data team. For election results, they use arc or stacked column charts. Why? They show parts of a whole without confusing viewers.
Remember: Your chart should tell a story at a glance. If it doesn't, rethink your choice.
2. Check Data Accuracy
Data accuracy is key for trustworthy visualizations. Here's how to make sure your data is solid:
Double-Check Sources and Math
- Verify sources: Track your data to its origin. Use multiple sources when you can.
- Review calculations: Double-check your math. Small errors can cause big problems.
- Use data quality checks: Compare data across tables and sources. For example:
Check Type | Description |
---|---|
Row count | Do the rows match up? |
Column count | Are all columns there? |
Total sum | Do sums match across sources? |
Min/max | Do the highest and lowest values align? |
Fix Missing or Wrong Data
Bad data can mess up your visualizations. Here's what to do:
- Spot patterns: Are certain fields always blank?
-
Pick the right fix:
- Time series data? Use interpolation to fill gaps.
- Independent rows? Maybe drop them if you can't make a good guess.
- Be clear: If you've filled gaps, show it. Use dashed lines or different colors for calculated vs. real data.
- Keep records: Write down how you handled bad data. It helps if someone needs to check your work later.
3. Keep It Simple
Simplicity is your best friend in data visualization. Strip away the fluff and focus on what matters. Your charts will be easier to understand and pack more punch.
Cut the Clutter
Want more effective charts? Here's how:
- Ditch the extras: No 3D effects, grey backgrounds, or heavy gridlines.
- Try data labels instead of value axes and grid lines.
- Be selective with labels. Only highlight the key points.
Edward Tufte, data viz guru, calls these extras "chartjunk". He says:
"Data graphics should draw the viewer's attention to the sense and substance of the data, not to something else."
Make the Important Stuff Pop
Once you've cleaned house, make your key data shine:
- Put crucial info in the top-left. That's where eyes go first.
- Use color wisely. It's your secret weapon for highlighting what matters.
- Label data directly instead of using legends.
Ann K. Emery, design whiz, has a quick tip:
"Removing leader lines is simple. Click on the lines and hit the Delete key, or right-click on the leader lines, select Format Leader Lines, and click No Line."
Remember, you want your data to speak FAST and CLEAR. As Antoine de Saint-Exupery put it:
"Perfection is achieved not when there is nothing more to add, but when there is nothing left to take away."
4. Use Colors Wisely
Colors can make your data viz pop or flop. It's not just about looks - it's about making your data crystal clear.
Choose a Good Color Scheme
Why does your color palette matter? Simple:
- It helps viewers get your data fast
- It keeps things consistent across charts
- It makes sure everyone can understand, even if they're colorblind
There are three main color palettes for data viz:
1. Qualitative: For categories (up to 10)
2. Sequential: For numbers or ordered stuff
3. Diverging: For data with a middle point that matters
Palette | Use It For | Example |
---|---|---|
Qualitative | Categories | Types of fruit |
Sequential | Ordered data | How dense an area is |
Diverging | Data with a midpoint | Temp changes |
Use Color to Highlight What Matters
Color is your secret weapon. Here's how to use it:
- Make important stuff pop with bright colors
- Keep the rest soft
- Stick to 6 colors max (don't go crazy)
"Above all do no harm" — Edward Tufte
This quote nails it. Color should make things clearer, not messier.
Quick tips:
- Use black for serious topics (like atomic weapons)
- Go light for fun stuff (think kids' books)
5. Label Clearly
Clear labels make your data viz easy to understand. Here's how to do it right:
Write Clear Titles and Labels
Your chart's title is your elevator pitch. It should tell readers what they're looking at and why it matters.
For titles:
- Keep it short (6-12 words)
- Put the main point first
- Use simple words
Example: "Q4 Sales Jumped 20% in 2023" instead of "Sales Data 2023".
For axis labels:
- Use plain language
- Include units (%, $, etc.)
- Align text horizontally when possible
"The chart's title is your elevator pitch." - Flourish Blog
Add Helpful Notes
Annotations make your data pop. They explain key points without cluttering your chart.
How to use them:
- Highlight important data points
- Explain sudden changes or outliers
- Keep it brief
Example: On a chart showing dog breed popularity:
Year | Popularity | Annotation |
---|---|---|
1940 | 23% | WWII starts |
1945 | 1% | War ends |
This simple note explains the change better than a long paragraph.
Tips:
- Place notes close to the data they describe
- Use arrows to connect notes to specific points
- Don't overdo it - a few key annotations beat a cluttered chart
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6. Keep Scales Consistent
Consistent scales in data viz? They're a big deal. Here's why and how to nail it:
Show Data Accurately
When making charts:
- Start bar chart axes at zero
- Use full axes, no skipping
- Keep intervals consistent
Comparing quarterly sales across years? Make sure each quarter gets equal space on the x-axis, even if some had zero sales.
Avoid Misleading Comparisons
Changing scales between related charts? Bad idea. Instead:
- Use the same scale for similar data sets
- No truncated scales that blow up differences
- Skip dual scales on one axis
Real-world oops: In 2022, the U.S. Bureau of Labor Statistics got called out for using different y-axis scales in employment charts. Made job growth look bigger than it was. They fixed it fast.
Chart Type | Do This | Why |
---|---|---|
Bar Charts | Y-axis starts at zero | No visual distortion |
Line Charts | Consistent intervals | Spot real trends |
Multiple Charts | Sync scales | Fair comparisons |
"Don't mix scales and units on one chart. Cut the clutter. Give readers max unbiased clarity." - Nir Smilga, Data Viz Pro
7. Add Interaction When Needed
Interactive charts can make your data more engaging. But don't go overboard.
Include Filters and Drill-Downs
These features let users explore data on their own:
- Filters: Focus on specific data points
- Drill-downs: Dive deeper into data subsets
The WastewaterSCAN Dashboard is a great example. Users can search their location on a map to see local pathogen levels. They can pan, zoom, and watch data update in real-time.
Balance Interaction and Simplicity
Too much interaction can confuse users. Here's how to strike the right balance:
Do This | Don't Do This |
---|---|
Add clear, intuitive controls | Overload with complex features |
Use interaction to reveal key insights | Hide essential info behind clicks |
Test usability with real users | Assume all users are tech-savvy |
The VACS Explorer gets this right. It uses mini-map multiples to show climate impacts on crops side-by-side. Users can explore deeper without getting lost.
"Interaction allows us to chart our own path in the data." - Stamen
Interactive data viz is powerful:
- 28% more likely to find timely info than static dashboards
- 48% of business users can analyze data without IT help
The bottom line? Make data more accessible, not more complicated.
8. Make Charts Accessible
Charts should work for everyone. Here's how to make them better:
Design for Color Blindness
8% of males have Deuteranomaly, the most common color blindness. To help:
- Skip red and green together
- Go for blue and orange instead
- Add patterns or labels to data points
Do This | Don't Do This |
---|---|
Use thick lines, big symbols | Only use color to show info |
Add patterns (like stripes) | Use more than 8 colors |
Put legends near data | Only name colors |
Make Charts Work Everywhere
Your charts should look good on all screens:
- Keep it simple for touchscreens
- Use big text
- Stick to 3-4 colors max
"Good accessibility is just good design for everyone."
More tips:
1. Add alt text
Tell screen readers what the chart shows:
alt="[Chart type] of [data] showing [main point]"
2. Write summaries
Explain the key trends in words.
3. Use proper HTML
Give each chart a heading and intro text.
9. Tell a Clear Story
Data doesn't always speak for itself. Here's how to make your visualizations pack a punch:
Organize Data to Tell a Story
Start with your main message. Then, structure your data to support it:
1. Set the scene
Give context for your data.
2. Introduce the characters
Highlight key data points or trends.
3. Present the conflict
Show changes, comparisons, or surprises.
4. Resolve the story
Offer insights and next steps based on the data.
Check out how Airbnb told their story about unique stays:
Year | % of Unique Stays | Top Unique Property Type |
---|---|---|
2019 | 15% | Treehouses |
2020 | 28% | Tiny Houses |
2021 | 40% | Houseboats |
This table paints a clear picture: unique stays are booming, with changing preferences each year.
Lead Viewers Through Key Points
Don't leave your audience guessing:
- Use a logical flow: Start broad, then zoom in.
- Highlight what matters: Use color, size, or position to grab attention.
- Add annotations: Explain key points right on your charts.
Take Spotify's year-end Wrapped data. It walks users through their listening habits step-by-step, from total minutes to top artists and genres.
Your goal? Make complex data easy to grasp. As Harvard Business School Professor Jan Hammond puts it:
"Always remember that applying analytical techniques to managerial problems requires both art and science."
10. Get Feedback and Improve
Data visualization isn't a one-and-done deal. Here's how to make your charts better:
Ask Your Audience
Want to know if your charts hit the mark? Just ask. Here's how:
- Surveys: Quick questions like "What's this chart telling you?"
- Interviews: Chat one-on-one for deeper insights.
- Usability tests: Watch people use your charts in real-time.
- Online communities: Share on Reddit's r/dataisbeautiful for honest feedback.
Method | Good | Not So Good |
---|---|---|
Surveys | Fast, lots of responses | Surface-level info |
Interviews | Deep insights | Takes time |
Usability tests | See real behavior | Can cost a lot |
Online communities | Free, diverse views | Might get harsh comments |
Make It Better
Got feedback? Use it:
1. Pick your battles: Fix what most people mention or what's really confusing.
2. Small tweaks, often: Don't overhaul everything at once.
3. Check again: After changes, get more feedback.
4. Keep notes: Track what you changed and why. It'll help later.
Feedback isn't about being right or wrong. It's about making your charts work better for your audience.
"Feedback is the breakfast of champions." - Ken Blanchard
Conclusion
Data visualization turns numbers into insights. By following our 10-point checklist, you'll create charts that look good and pack a punch.
Here's the gist:
- Pick the right chart
- Keep it simple
- Use color wisely
- Label clearly
- Make it accessible
But here's the kicker: it's all about your audience. As Olga Cheban from Coupler.io puts it:
"Always start with defining your audience and the goal of your visualization to ensure it meets their needs."
Apply these tips, and you'll craft visuals that inform and drive action. Whether you're talking to big shots or Joe Public, these guidelines have got you covered.
Want to level up? Get feedback and keep tweaking. Soon enough, you'll be churning out visuals that make people sit up and take notice.