Month: April 2020

Making Over the One Pager

By Lindsay Lamb and Andrea Hutson

We are going to be talking a lot in the next few weeks about the wonderful tool in your evaluator’s toolbox called the One Pager.

One Pagers have all sorts of uses, and can help you get funding, pitch an idea, or share high level results with board members or executives.

To be effective, they need to grab your readers’ attention and give them just the right amount of information to make them want to know more.

This is more difficult than it sounds.

TMI

One of the biggest traps you can fall into with a one pager is putting too much information on the page.

Check out this example. Sure it is a one-pager, but can you easily see and read what is going on?

A one-pager on Covid-19 created by a Seattle internist.

To be fair, I’m sure the doctor who created this was in a fit of anxiety, and desperately wanted to get all of this information out to others to help save the world… but it is safe to say that this is a bit much.

How about this one? It’s actually pretty good. We’re definitely going in the right direction.

A one-pager designed to promote a business and win over investors.

Things I like about this one-pager:

  1. Three columns that break up the text,
  2. Consistent color, headers, and branding, and
  3. Cool infographics

Things that could be improved:

  1. It is too busy
  2. There is redundant and unnecessary information
  3. The story gets lost; you really have to jump around the narrative to determine the key takeaways

Makeover Time!

Here’s the makeover.

This one-pager contains the same information as the one above, but:

  • There’s an image that gives you an idea of what the product is right in the center.
  • There is more white space, drawing the reader in so that they can more easily make sense of the data in front of them.
  • It states the key facts from the beginning and moves some of the background information to a sidebar.
  • It tells a story. Note that the flow goes from Problem to Solution.
  • It keeps the branding of the organization but adds a bit of color.

It’s still not perfect. This is probably something we’d submit to a client as a draft, noodle over for awhile, and then revise.

Tips for Effective One Pagers

How do you create effective one-pagers? Follow these simple guidelines:

  1. Keep it simple! Ensuring you have a lot of white space will highlight what you actually want your audience to read.
  2. Break up your one-pager into sections. I try to use three sections per page (a one-pager can be two pages with a front and back). Use a sidebar, pull quotes, and icons to help break things up.
  3. Use visualizations. Create simple figures or charts, use icons, use bold font and color to highlight key findings.

Ready to build your own on one-pager? We will be launching a mini-course that will walk you through the steps to create a simple, and effective one-pager soon. Stay tuned!

Thinking inside the box: Use a table to insert a figure, chart, or image in Word

By: Lindsay Lamb

Have you ever gotten frustrated adding an image into your report, especially in word? The text boxes don’t line up quite right, images jump around, things get anchored in a weird place, you can’t resize anything… and you want to throw your computer against the wall. Well, maybe that’s just me.

Although I have been writing reports for nearly a decade, it was only recently that I learned this cool trick that would have saved me lots of grief and frustration.

Recently, Andrea and I were working in tandem on a report. We each took a section, set a timer to draft it out, and got busy. I was in the zone. Chugging away, racing to get as much done as I possibly could before the timer went off. I decided not to get bogged down in adding figures, it was just too frustrating for me to add them in word. Instead, I created a couple of figures in excel, and added placeholders for them in word. I would deal with them later. I glanced over at what Andrea was doing. Cool and confident, Andrea was two pages in AND HAD FIGURES!!! She saw my eyes widen and said,

“Hey, have I ever shown you this cool way to add figures in Word?”

“No…”

“You just add a three-row table in word and drop the figure in. Make the top row the title, the middle row the image, and the bottom row for the note or source.”

My jaw dropped.

GENIUS!!!

Here is a step-by-step process for inserting a figure in word (or PowerPoint) using a table.

STEP 1: Insert a 3-row table

(Insert->Table)

Three-row table

Note: You can add columns if you are inserting a series of figures that all have the same title; the columns can be the same width and the rows can be the same height, ensuring that your figures are all the same size.

STEP 2: Drop in your figure, add your title, and your source/note.

Place the figure in the second row, the caption in the top row, and the note in the bottom row.

Image inserted into word using a three-row table.

I just copy and pasted my figure from excel into word. I can easily make changes to the figure in excel and it will update in word. I can also make minor edits to the figure in word (like color or font) as well.

Now these three elements – title, figure, and note – are all grouped together. You can change the size of the figure as one unit, move the figure around without throwing off anchoring. Text in the remainder of the report can wrap around the figure in multiple ways, depending on the report layout.

Wait! Before you move on to your next figure, there is one final step. Obviously, you do not want the table borders to show up, but it is helpful to see the borders while you are laying out your report and copy editing. Let’s get rid of them.

STEP 3: Make the table border invisible for the final report, but visible while editing.

Select table, then right click and choose “No Border”

Now you’re done!

Here’s the final result:

Final result with borders only visible while editing.

A similar process exists in Microsoft publisher, but that software is not available on a Mac, and since many of us are working from home, we might not have access to our regular office setup. Also, sometimes, you just need to use word because not everyone has publisher.

In any case, if you are using publisher, you can insert an image placeholder and add text boxes for the title and note/source and then group those elements together. The difficulty with that process, however, is that you have to resize the figure in excel prior to inserting it into publisher or your figure might get wonky. Translation: you need to know the overall layout of your report so that you know how much space you have for your image prior to inserting it into your document. In word, the image resizes appropriately with the rest of the elements in the table.

Hope this trick helps you as much as it helped me!

4 Reasons You need a Little R in Your Life

I’ve talked to many, many people who analyze data as part of their jobs who have expressed an interest in R.  But people are sometimes scared to take the plunge. Here are four reasons you might want to consider it.

1.    You’re tired of being locked into $$$ contracts with SPSS, SAS, or STATA

When I went out on my own, I went from having a free version of SPSS (well, free to me!) to having to pay for it.  I shelled out a not significant amount of money (for one year), for a basic version of SPSS then got to work.  

On my very first project, I realized I needed to do a logistic regression – a pretty basic procedure. I’d done it hundreds of times on my work computer. But the menu option was not available on my screen.  What the heck?

Contacted support. My issue?  Logistic regresssions were not supported in the basic version.

Seriously? The module I would have needed to download was another several hundred dollars, for ONE year of access, and for literally ONE type of analysis.  Craziness. And not doable when you are on a shoestring budget.

In fact, as of press date, to get the professional version of SPSS 26, with (I assume), all packages installed, the cost is $5730 per year.  Per person!

That’s insane. Guess how much R costs:  NOTHING. It’s free!

2.    You realize there’s so much that your stats program can’t do.

Propensity Score Matching has become a big area of interest in quantitative evaluation work today.  Can you do it in SPSS?

Nope.  That’s right, you’ve paid potentially thousands of dollars for an annual contract, but the program can’t do what you need it to do.

 [OK, you can go to this page and download several python extensions that maybe will work. Check out this long list of instructions you need to make that happen. I’m sure you have to pay extra for the python integration!]

In R, getting the software you need on your computer is literally as easy as typing “install.packages (‘MatchIt’) .

And when a new trendy statistical procedure comes around? You can bet it will be available on R before any of the other packages.

What’s available now? Pretty much anything you can think of.

There’s a package that helps recode data easily.  There’s a package that will help you automatically write your results to EXCEL. There’s a package that automatically scores survey data, even reverse coding items on the fly.  There are tons of customizable graphics packages, if you want to go down that rabbit hole.

3.    You are tired of always starting at square one with your data.

When I worked for a local school district, we had a climate survey that was given to every student, staff member, and parent.  Tens of thousands of surveys needed to be processed, the results tabulated, and distributed online in the form of reports.

Each summer I dutifully spent one to two months preparing all of the data so it could be placed back into our survey report software, which cost over $20,000 up front and came with a $2000ish yearly maintenance fee.  I spent a lot of time writing down procedures in a handbook so I would remember what to do the next time around. 

One year, we had a small subset of parent survey data come in a month or so after the official close date.  Now we had to make a choice – redo all of that work again to integrate the new data (and delay the reports by another few weeks), or ignore it.

It didn’t have to be that way!

With R, you write a script one time and then you’re done.  You can reuse – and modify – that same script over and over, saving jillions of hours of time, and reducing the possibility that you’re going to make a mistake and not notice it.  

So that late data that came in would have been loaded in with all of the other data, and the results would have been ready immediately. All in all, it might have added an hour or two to the process at most instead of WEEKS.

4.    You know there are things you’re doing in EXCEL that you shouldn’t be doing.

Do you go through your data set and use “Find and Replace” to change “Strongly Agree” to 5,  or “Yes” to “1” before importing into your statistics software?  That is SO easy to do in R.  

A list of EXCEL things you can and should be doing in R instead:

  • Find and replace
  • Merging data sets (VLOOKUP, and manual ways)
  • Sorting data
  • Filtering data 
  • Creating a clean ‘final data set’

Are you ready to give R a go?  Go here to download RStudio Desktop (yes, there is a paid version, but the free version will do all you need and more).

We could all use a little social and emotional learning these days

By Lindsay Lamb



During these trying times, I have been calling on skills I learned in my previous role as the program evaluation coordinator of social and emotional learning in the Austin Independent School District (AISD). Sometimes I need help, sometimes my kids need help, sometimes my husband needs help, sometimes a friend needs help… sometimes we ALL need help.

As is the case with all of us, these days have been an emotional roller coaster. Some days are great, and some days are not so great.

I take on most of the childcare duties for my 5-year-old and 20-month-old and one thing that has helped me is establishing a routine for each day. We weave in zoom meetings for my two children’s gather times, dance classes, and a children’s time at our church. None of that includes my work! Finding time for phone calls or Zoom meetings outside these limited hours is difficult, but I make it work sometimes requiring a muted call, blocked video, or both. My only alone time is working early in the morning before the family is awake so I can have some solid uninterrupted work time (and sometimes, like today, that only lasts until 6:30 because both kids decide to get up early). I work during nap/quiet time depending on how long the baby naps – sometimes 45 minutes, sometimes 3 hours. Sometimes I still need to finish up something after the kids go to bed at night. This all makes for very long days for me without any breaks. Why do I do this? So that I can continue finding meaning and purpose in my life. Otherwise, everything in my day will be consumed by caring for others and Covid-19.

Generally, I am doing okay, but there are definitely moments when I am at my wits end, when I need to remember to breathe, when I need to take some time for myself (even if it is just to take a shower!). I am not saying this to make you feel bad for me, there are many people in a much worse situation, and things will probably get worse for all of us before they get better. I have it pretty good, all things considered. We are all together, we are all healthy, and we all have a job (except for the kids and dog, but they are off the hook). That isn’t to say that I am not dealing with an unanticipated life change, job security issues, or family stress. This is a time of great anxiety for all of us, regardless of race, class, or gender.

So how do I handle this and try and keep calm? If I’m being honest, many days I don’t! Some days, I have a meltdown. Some days, it is just too much. Some days I am just okay, and all of this is okay. What I do have are skills, tricks, and activities that I have learned from the wonderful AISD SEL team to help keep me grounded (also, check out these resources from CASEL, Panorama and the American Evaluation Association).

Cool tip: All SEL-related activities and tools for kids can be used by adults. Do what works for you! Look over my list and see what speaks to you.

Breathe. I know this sounds silly but breathing helps… a lot. Find an app and take a mindful moment if you can. Even if it is just for 2 minutes. Some apps have great meditations for kids and adults (like Calm, GoNoodle, or Mind Yeti) which can be helpful for the entire family. Do yoga with your dog, cat, or family! Do whatever you need to do to find some inner peace – if only for a few moments. AEA even offers meditation practices.

Go outside. See the beauty in nature. Walk, run, ride your bike and take a break from the media. Think of things bigger than yourself. [Andrea’s note: And, bonus, Vitamin-D is an important protector against COVID-19.]

Practice self-compassion. Talk about how you are feeling. Call a loved one, a friend, a family member, a colleague, anyone. We are all in this together, and chances are someone else is probably experiencing what you are experiencing and feeling what you are feeling. If you can’t talk to someone on the phone/FaceTime/email, write a letter to yourself as though you were a friend or loved one. What would you say? Treat yourself with the loving kindness with which your friend would treat you.

Get creative! Make something. Bake, cook, build, make or listen to music, create art. Creating something gives us a sense of purpose. Coloring is often meditative and therapeutic. Take some time and color – inside or outside the lines! This can also help if you are out of work or are no longer finding meaning in your work. We all are doers and want to feel like we are contributing, and sometimes that means baking cookies.

Take a break. Sometimes we just need to take a break. Those emails can wait. Ask your partner to watch the kids for a couple minutes. Reschedule a phone call. Take some time for you. Doing so will help you will return to your work, family, or friends in a better place than where you were when you left them. Sometimes this can even mean taking time to be a parent! Stop and look at trains with your kids, go on a scavenger hunt, play baseball, fly a kite. Do whatever you need to do to be present in the moment with them. They will appreciate it, and so will you.

Reflect. Take some time to write down your feelings. It is easy to get caught up in the negative stories and all of the uncertainty right now. Start a gratitude journal and think of positive things to counterbalance the negativity.

If you are experiencing severe anxiety or depression, reach out for help. Most therapists are offering telemedicine, so please do not isolate yourself. Contact 1-800-950-NAMI (6264). Or visit https://www.nami.org/Find-Support/NAMI-HelpLine

What other tips do you have? Let us know and we’ll add them to our list!

One final note, since a majority of us are working from home, the days can begin to bleed together. Do things to distinguish the days from each other. At our house, we have family movie night on Friday which we all look forward to. My daughter has dance on Saturday, and we do a “church” of sorts with my parents on Sunday. Find a routine and keep to it. Find things to look forward to, like movie night. Stay engaged with others in your family and community. This is hard, and will likely get harder for all of us as the weeks progress, but together, we can get through this.

Extreme Data Viz Makeover: COVID Edition

by Lindsay Lamb

Andrea and I have mentioned it before: we are in a golden age, albeit a morbid golden age, of data and data visualizations. One way we can stay ahead of Covid-19 is by reading the reports and analyses that are readily available to the public. Sometimes this information can be super helpful, and sometimes the story gets lost in the data.

Generally, there are two places I typically go to check out recent statistics. These are The New York Times and Johns Hopkins University.

Recently however, I stumbled upon a site which examines data on COVID-19 and consumer behavior. The referenced survey was administered in mid March.

Take a look at the below charts. (These are similar to the ones from the site but have been remade in Excel.) As you look at them, see if you can spot some areas for improvement.

Chart about fears concerning the coronavirus outbreak.
Data source & graph inspiration from Astound commerce; figures remade from data
Note. Survey administered in March 11-13, 2020
Chart showing predictions on when shoppers feel COVID-19 will be under control or eradicated.
Data source & graph inspiration from Astound commerce; figures remade from data
Note. Survey administered in March 11-13, 2020
Chart showing how many people have altered their day-to-day activities in order to be as "contactless" due to COVID-19.
Data source & graph inspiration from Astound commerce; figures remade from data
Note. Survey administered in March 11-13, 2020

There is a lot to take in. Like, a LOT. These figures are pretty overwhelming.

Before I get into it, let me be clear: it is not my intention to trash talk the folks who created this. I am sure they worked really hard on it and that it took them a ton of time. Not to mention that they are working on top of the stress of COVID-19, childcare issues and job security. We are all in this together. I’m simply looking at this as data and thinking of ways to make it easier for readers to understand the story.

What these charts do right

The percentages are right there on the chart and I like the use of icons. Focusing on consumers is an interesting reference point. I haven’t seen this side of the COVID-19 story before, which is why I thought it would be interesting to highlight in our blog. Overall this chart succeeds at drawing in the reader, but at that point things get murky.

What’s missing?

The use of different types of charts is confusing and might lead the reader to think we’re looking at different types of data, or data in a different way. Really, I think the graphic designer was trying to create visual interest by breaking things up a bit, which is admirable, but not at the cost of easy interpretation. Additionally, the colors used throughout are really similar and readers must carefully search the legend over and over.

We ended up with some questions. What are the key takeaways? What are we really comparing? What is that wheel shape? And why are the hands floating?? These are not questions that you want your readers to be asking themselves, because in all likelihood, they will just walk away.

Let’s Do a Makeover!

Let’s start with the donut chart and the bar chart.

Chart about fears concerning the coronavirus outbreak.
Data source & graph inspiration from Astound commerce; figures remade from data
Note. Survey administered in March 11-13, 2020

Here are some ways I came up with to make the story pop a little bit more.

Change to a Lollipop Chart & Add Icons

First, I redid the donut charts – which are not a great substitute for a bar graph – and used my favorite chart type: a lollipop chart. I added images of each country/region for some flair and to make it easier to see which country was which. Now readers can more easily find the story behind the data. It is easier to see that respondents from the Middle East expressed greater fears concerning COVID-19 than did survey respondents in other countries.

Add a Graphic

Andrea edited this to include a graphic (a scared face) because we planned to use the chart again, and she wanted to make sure the two charts were distinctly different at-a-glance. I think you could leave out the graphic out though.

I also made the chart title more informative. I gave a short statement of what I felt was the main message of the chart. Then I added some subtext. Readers should get enough information from the title to be able to easily interpret the chart.

Middle East Citizens Report Highest Fear of COVID-19. Collectively, three quarters of all people surveyed had fears concerning COVID-19. Fears were similar for the US, Canada, and Europe, but much higher among those surveyed in the Middle East.

Reworked chart showing that Middle East citizens reported the highest level of fear of COVID-19.
Data source Astound commerce survey – March 11-13, 2020

Let’s take a look at the second chart with the floating hands. We could do another lollipop chart. The use of the same chart type informs the readers we are looking at similar types of data and it invites them in to make comparisons. I bet that the story will pop here for you, even without a helpful title.

Before:

Chart showing how many people have altered their day-to-day activities in order to be as "contactless" due to COVID-19.
[Before makeover] Data source: Astound commerce survey – March 11-13, 2020

and here’s the after:

Middle East Citizens Report Largest Behavior Changes Due to COVID-19. Around half of people surveyed in the US, Canada and Europe had altered behaviors, but over 80% of those in the Middle East had made changes.

Reworked chart showing that Middle East citizens reported the largest level of behavior changes due to COVID-19.
[After makeover] Data source: Astound commerce survey – March 11-13, 2020

Let’s get back to that busy bar chart.

Before:

Chart showing predictions on when shoppers feel COVID-19 will be under control or eradicated.
Data source Astound commerce survey – March 11-13, 2020

What makes this difficult to interpret?

The response options are included as a bar within the chart, making it difficult to read. It took me a while to even notice the survey questions, probably because the text is insanely small, making it difficult to read (particularly when you have old eyes and got up at 5:30 AM to get some work done before the kids wake up and chaos ensues… but maybe that is just me!).

It is also difficult to know what we are supposed to compare. Are we interested in comparisons across country? Are we interested when participants think COVID-19 will be under control? Do responses within country and across survey options add up to 100? All of these questions are difficult to answer.

Slider chart!

For this chart, I am going to use a slider chart (which is basically two lollipop charts combined). This makeover was a bit more complicated, but I think it tells a better story. First, I combined categories such that we now only report “within 1-2 months” and “6 months or more” (combining 6 months, one year and over a year). I felt like these two categories were more meaningful than looking at each one separately. I then created the two lollipop charts, added text boxes for labels and added my icons.

Color!

I selected the two tones from the green color family since the data were depicting participants’ likelihood to spend money. The main point is that we want two different tones in the same color family so people can distinguish them. I chose a deeper color for the “a year or more” category because that response was more intense.

Now the story is much more clear.

Now we can clearly see that most survey participants believe COVID-19 will be under control within 6 months. As always, a descriptive title helps.

Across regions, half of participants felt that COVID-19 would be under control in 6 months or more. Only one-third of participants across regions felt that COVID-19 would be under control in just a couple of months.

Reworked chart showing when citizens of varying countries think COVID-19 will be eradicated.
Data source Astound commerce survey – March 11-13, 2020

As a business owner, I would find this information helpful. I could mentally prepare for customers to not feel comfortable coming back to my business until 6 months at the earliest (but maybe more). This information might help me plan what to do to pivot my work for the next 6 months to keep things afloat until our economy starts to normalize. Obviously, opinions may have changed since the time this survey was administered, but it probably still gives business owners a good ballpark.

Regardless, this story got lost in the jumble of infographics. I’m sure there are other stories buried in the data, but that is what is fun about creating data visualizations. Sometimes you do not know the full story until you see it.

What are some key takeaways?

  1. Multiple pie charts (and their cousin, the donut chart) are difficult to interpret, and it is usually best to represent the data differently.
  2. Make data visualizations clean and not too busy. Use white space, and make sure the reader can walk away from your visualization understanding the information without having to read a full report.
  3. If presenting several visualizations together, make sure the images/graphics/colors all work well together and tell a consistent story.
  4. Use icons and images to draw interest and help the reader interpret the graph.
  5. Add a descriptive title.

Working From Home with Little Kids

by Andrea Hutson

Those of us who have little kids have become a tribe through this COVID-19 pandemic. A tribe of multi-tasking, always on, juggling being full-time parents, working, and attempting to be teachers, too. It’s a lot.

Sometimes, balls get dropped.

Even my 3-year old has Zoom meetings, now

Here’s an example from my very first at-home meeting during Covid-19.

It was a morning meeting, and my 3-year old son had just woken up. My husband had stayed up way too late working and was fast asleep in the bedroom.

“I’ve got this,”  I thought. I poured a bowl of cereal for my son, went to my office, and opened my computer, ready to log into the Zoom meeting. As I was about to click the link, I heard:

“MOMMY! I need you!!!” 

OK. Change of plans. I decided that instead of logging in to the computer, I would dial in so I could be more mobile.  I grabbed my cell, logged in, and walked to the kitchen. I found my son on the verge of a meltdown.

“Mommy,” he said, through teary eyes, “I need you to help me eat my cereal!”

Meanwhile, the call had gone through and I could hear other people on the line saying good morning. [I wisely stayed on mute.]

“Look buddy,” I said, reasonably, “I am on a call for work, and I know you can eat cereal all by yourself. Can you try, and be quiet so I can hear?”

His response? “NOOOOOO!!!!! I CAAANNNNNN’T!”

Ugh-of course.

I tried to walk away for just a second so I could at least say hello, but found I had a screaming toddler barnacle attached to my leg.  Meanwhile, the host of the meeting was saying, “I see someone else on the call. Andrea, is that you?  Andrea? Andrea?”

Image via Buzzfeed

Working at Home With Kids is a Disaster

And like any disaster, there are management practices that can mitigate the challenges. Since that first day, I haven’t had any other full-blown crises. Here’s what has helped:

  • Set a consistent schedule. My husband has a demanding job working with many clients and suppliers in Asia & California, so he’s often up late. But, luckily, business doesn’t really get rolling until 10 or 11 AM.  After that first challenging meeting, we set up a schedule. I start work at 6 AM.  We tag team from 11 – 2, and then he gets the late shift.  Getting up at 6 AM is no fun (I am decidedly not a morning person), but it’s working.
  • Try for no (or limited) screen time in the mornings. Of course this is easier said than done, but I do feel this is helpful for (1) my guilt level in letting your child watch too much TV/iPad (2) giving him something to look forward to in the afternoon and (3) setting up some general rules. This has helped him learn to play by himself better, as well, which has been an unintended bonus. My (4) is that I only let him watch iPad after nap, which means that he has an incentive to take a nap (always a battle in this household).
  • Work in a room with the door closed. I’m lucky enough to have an office, even though the door doesn’t lock. The physical separation is good for many reasons, including that it curbs the (otherwise constant) question, “Are you done working?” You may not have an office, but there’s probably somewhere you can get away. I know of a popular podcaster who records all of her podcasts in the closet. You’ve gotta do what you’ve gotta do.
  • Undershare. Strategic use of the mute button is extremely helpful if you’re trying to make lunch, direct an art project, or change a diaper and be on a conference call.  Many of our meetings are now on Zoom or another video conferencing platform.  You can turn off your camera, too, even if everyone else is sharing theirs. I recently watched a savvy mom who showed herself quickly on camera, then turned off the camera for the rest of the meeting. I think this made her look very professional, while minimizing her stress level and visual distraction for the other attendees.  
  • Overshare.  Let your boss or clients know that you have children in the household and ask them to help you during this time. I feel that most people are very understanding. My Director of Evaluation, Lindsay, has TWO littles to take care of. We try to schedule meetings before the kids wake up or during nap time.
  • Be flexible. Sometimes, nothing else is going to work but pulling out the iPad or altering your schedule for the day to take care of your kiddo(s).  Realize that this is not forever! You can knock off of work early to work on a project with your kids or even skip all or part of a meeting if the day isn’t going well.  This time, too, shall pass — and — as my mother-in-law likes to remind me – “you’ll miss it.” While it’s hard to imagine missing the awful impacts COVID-19 is having on the world and our daily lives, there might be elements that are good in all of this. For our kids, who often get shuffled from bed to school to activities to dinner to bed, this might even have the opportunity to be a pleasant memory. Maybe.

And check out Ann Emery’s free mini-course on looking and sounding professional on camera while working at home.  It helped me immensely.

Chart Makeover: Line/Area to Hybrid Graph

by Andrea Hutson

The New York Times is one of the best places to look for good data visualization design. Some of their visualizations are truly mind blowing and thought-provoking, like this text analysis of presidential candidate song preference during their rallies (back when rallies were still allowed, and there were many more presidential candiates).

But sometimes, they miss the mark a bit.  Take the graph below. The headline reads “U.S. Jobless Claims Soared to a Stunning 6.6 Million Last Week.”

Graph courtesy of The New York Times, April 2, 2020

This graph isn’t terrible, but it’s not great either. Three things I dislike:

  • Grey bar in the middle – I get that it’s supposed to indicate when the recession took place, but there’s something that feels really off about it.
  • Lots of irrelevant data in the middle – again, it’s there to show the general trend over time, but there’s just too much of it.
  • The relevant data is squished WAY over to the side.  This is the main issue — we’ve got so much data, that the real story gets lost. And the orange color isn’t helping, either.

COVID-19 Job Losses 10x Greater Than the 2008 Recession

How could we better display these data? Let’s try a hybrid graph.

Source: The New York Times, April 2020

Just to keep things simple, I used the left side of the initial NYT graph, and added on to the right side. Instead of just having one skinny line to represent the jobless claims of today, I added a large bar to show the new data. The large, red bar draws the eye to the important information, and the change in style also makes it clear that there’s been some sort of break here.

Then I added arrows, descriptions, and labels.  The graph still isn’t perfect, but I think it’s better, and, importantly, it tells the story more clearly. And it wasn’t hard to do. With my reuse of the left side of the graph, and a very simple bar, this makeover in EXCEL and Word took less than 5 minutes.

Making the graph above, I realized that there was another big story buried here. I looked up some jobs data, and found that, in Feburary 2020, there were 129.73 million full-time employees in the United States. I realized that the job losses from last week were huge considering that fact, so I thought about how to best visualize it. Here’s what I came up with:

Many Americans Have Lost Their Jobs In the Past Two Weeks

Source: The New York Times, April 2, 2020

I made this graph using a super-fancy proprietary software that I will be happy to sell to you for $199 per month.

Just kidding, y’all – I made this in PowerPoint.

Far from being sophisticated, these are just icons that I copy-pasted onto the screen a few dozen times.  Add a couple text boxes, and it’s a pretty nice looking graph.  Definitely better than a plain bar chart. Importantly, both graphs use the same information from the New York Times article, but tell distinct, and sobering stories.

Chart Makeover: Line to Lollipop

By Lindsay Lamb

A few weeks ago, we talked about one of the big controversies in data visualization – the pie chart. When used properly, pie charts can be a great way to display certain types of information. Sometimes it’s hard to know what those rules are, and which graph should be used where.

Are there guidelines on the best ways to present data? The answer is yes –  there are many great tools, like Stephanie Evergreen’s chart chooser, that we often use to help me make these kinds of decisions.

One rule of thumb we use in our data visualizations is to only use line graphs when displaying time-related data.

Here’s an example based on confirmed Covid-19 cases (as of 4/1/20):

Confirmed cases for selected countries

Horizontal axis shows the number of days since the case count exceeded 500 in each country

Source: Johns Hopkins University CSSE

These data are perfect for a line graph. Readers naturally start reading the graph from left to right; without reading anything else we can quickly understand:

  • the number of cases are increasing over time.
  • some lines have a steeper slope compared to others,
  • some countries have had confirmed cases of Covid-19 for a longer period of time than other countries.

We can visualize in our mind projections of each line (unfortunately for us here in the United States, that line seems to be trending straight upward, but who knows! Maybe you are reading this blog in the future and are saying, “What are they so worried about?!? We found a cure, and everyone was fine!” Let’s hope so).

What would the data look like if it were presented differently? Let’s look at the same data in column chart format (updated 4/1/20).

Source: Johns Hopkins University CSSE data map
Note: Data in this graph were pulled on 4/1/20. Some numbers are estimates, but numbers from days 15 and 20 were accurate as of the date and time in which they were pulled.

This graph just doesn’t tell the same story. We don’t get the same sense of time, or quite frankly, urgency. We cannot see how some countries flattened the curve compared to other countries. We cannot see where the U.S. is in terms of our trajectory compared to China and Italy. Sure, this graph is informative, and we do see that South Korea has far fewer cases over time, compared to other countries, but the power in that story is gone. Having the lines, slopes, and trajectories for each country in one graph together tells a much more compelling story. This is exactly why line graphs, or time series graphs, are so powerful. The time series graph created by Johns Hopkins CSSE contains a lot of valuable information all in one place (if you like data, I highly recommend taking a look at their dashboard). You can look at the graph and understand the story at first glance, without having to do much reading.

Now let’s walk through an example from a report we were working on with one of our clients. In this example, a line graph did not make sense with the data we had.

When I looked at this figure, as with the Johns Hopkins figure above, I started reading the data from left to right, and assumed the data progressed over time. Instead, the data were based on categories of information (e.g., scores on different components of the ACT) and displayed scores for treatment and control group students in each category. It was difficult to compare the two groups within each category. I was spending too much time thinking about the data within the figure, and if I was thinking too much, our clients certainly would be as well.

I talked to Andrea about the graph (I’m calling her out – it was her graph, originally) – and she said that she had considered a column chart, but it just wasn’t having the same impact as a line chart.

We needed a different visualization.

I reworked the data using one of my favorite graphs I learned from Stephanie Evergreen – a lollipop chart!

Now, the reader can look at the data and quickly compare the two groups (i.e., treatment and control) within each category. It is easy to see that the treatment students outperformed matched control group peers in each subject.

Want to know how to make a lollipop chart? Check out Stephanie Evergreen’s website where she walks you through an example. This is the type of skill we include in our telling stories with data training we are excited to offer. This training is available online so if you are looking to hone your skills while quarantined at home, let us know!