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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