How To Create More Diverse, Equitable, and Inclusive Data Visualizations

When we visualize information, we make a series of decisions which affect the way that viewers process the information in our charts, maps, and graphs. Sometimes they don’t feel like decisions at all. We go with the default settings in the application we are using. Or we just do something the way it’s usually done. But a more diverse, equitable, and inclusive approach to presenting and visualizing data requires us to make those decisions more consciously and deliberately. Jonathan Schwabish and Alice Feng of the Urban Institute provide some helpful tips, based on the Urban Institute’s own style guide, which you can apply the next time you present data.

Here is a summarized version of Schwabish and Feng’s article.* And here is my 60-second version of their recommendations:

  • Use people-first language in titles, text, and labels associated with charts, maps, and graphs. For example, use “people with disabilities” rather than “disabled people.” Also Urban does not refer strictly to skin color. For example, they refer to “Black people” not “Blacks.”

  • Order and present groups purposefully. The first group shown in a table or the first bar in a graph can affect how readers perceive the relationship or hierarchy among groups. For example, if the first group is “Men,” then it may appear that men are the default group against which other groups should be compared. One way to prevent viewers from making certain comparisons is to display groups in side-by-side charts (aka “small multiples” charts) rather than on a single chart. In general, make ordering and grouping decisions to promote certain comparisons and prevent others.

  • Point to missing groups. If certain groups are missing from the data, explain why in text boxes or footnotes. Also add information on groups included in “Other” categories and consider providing a more specific label than “Other” which can have an exclusionary connotation.

  • Do not use color palettes that reinforce gender or racial stereotypes. This one may seem obvious, but it bears repeating. Also, Urban’s color palette is accessible to people with certain color vision deficiencies, and the contrast between those colors and white and black text meet basic accessibility guidelines.

  • Depict a variety of races and genders when using icons and avoid icons that make inappropriate depictions of people or communities or reinforce stereotypes such as showing traditionally feminine icons to depict nurses or traditionally masculine icons to depict bosses.

  • Find ways to show the people behind the data. Data visualizations are, by definition, abstractions of larger realities. But in the process of abstracting, we may obscure the lived experiences of the real people whom the data represent. Visualizations can remind viewers about the individuals behind the data by, for example, depicting them as individual circles rather than aggregating them in a single bar.

* The full paper has been published as an OSF Preprint and can be accessed here.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


How To Present Diversity Data (or What To Steal From This Diversity Scorecard)

Today’s tip is to take inspiration from Chantilly Jaggernauth’s excellent diversity scoreboard displayed below. It shows diversity among employees in a company but can easily be applied to staff or participants in a nonprofit organization.

I suggest you steal the following ideas from Chantilly:

  • Metric Definitions. In a Tableau Conference session, Chantilly shares the pros and cons of the four metrics in the dashboard. See image of the slide below. None of the metrics are perfect. But together they provide an understanding of where an organization is in its diversity efforts. These definitions are not incorporated in the dashboard itself but could be added through a link or in a tooltip (scroll over) feature.*

  • Views of Diversity. The dashboard provides three views of diversity: overall, gender, and people of color (POC). By providing side-by-side charts with these three views, the dashboard allows users to see variations that overall diversity charts obscure.

  • Color Coding. Each type of diversity has its own color, which makes the comparison among overall, gender, and POC easy, even when you scroll down and can no longer see the column headers. Also the comparison groups (non-diversity, male, and non-POC) are represented by the same colors in lighter shades. This approach makes the dashboard easier to understand. Assigning three additional colors for the comparison groups could be confusing and require a color legend.

  • Simple Charts. These are all charts we all know how to read. So the scorecard is accessible immediately to anyone, even if they are not familiar with the data or the organization.

  • Also, note that the dashboard and the slide use different terms for two of the metrics.

Source: HR Diversity Scorecard on Tableau Public by Lovelytics

Image above from Tableau Conference session called “Next Gen Analytics for Your New Normal” on 11/10/21.



Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People: The Cheat Sheet


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #10)


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #9)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #8)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #7)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #6)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #5)

Source: Tuomi, Ilkka (2000). "Data is more than knowledge". Journal of Management Information Systems. 6 (3): 103–117. doi:10.1080/07421222.1999.11518258.

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #4)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


How Data Viz Can Save Your Thanksgiving

Your next data challenge may involve turkey. And I’m here to help. This week we take a break from nonprofit data and consider Thanksgiving data.

Thanksgiving involves many more dishes than you would normally serve in one meal. If you are in charge this year, and you have a medium to small oven and fridge, you have to be strategic. When should you cook, chill, and reheat each dish to make the most of your time and limited oven/fridge space?

I give you my Thanksgiving Game Plan Gantt Chart (partially pictured below) originally shared in tip #87. It has become a Thanksgiving tradition here at Data Viz for Nonprofits, and works like a charm. I made it in Google Sheets. Nothing fancy, but it does the trick. Feel free to adapt it to your recipes or perhaps your next fundraising event!

Happy Turkey/Tofurky Day. And stay tuned. Next week we will return to the series of data tip comic strips on essential data facts for non-data people.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #3)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #2)

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


10 Essential Data Facts For Non-Data People (Fact #1)

Sources: OECD Glossary of Statistical Terms. OECD. 2008. p. 119. ISBN 978-92-64-025561. and Tuomi, Ilkka (2000). "Data is more than knowledge". Journal of Management Information Systems. 6 (3): 103–117. doi:10.1080/07421222.1999.11518258.

Sources: OECD Glossary of Statistical Terms. OECD. 2008. p. 119. ISBN 978-92-64-025561. and Tuomi, Ilkka (2000). "Data is more than knowledge". Journal of Management Information Systems. 6 (3): 103–117. doi:10.1080/07421222.1999.11518258.

I’m posting comic strips explaining ten essential data facts for non-data people over time. Check out other data facts which have been posted so far by scrolling down or clicking HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


When Is Nothing Something You Should Show?

Reposted from July 13, 2020

Reposted from July 13, 2020

Data visualization is all about making what’s invisible (or not-immediately-perceptible) in the outside world visible and clear. You can’t see the range and strength of your clients’ feelings about the programs you offer, but you can see them on a chart. You can’t see air pollution across thousands of miles, but you can see it on a map. In both of these examples, data visualizations show the presence of something. Can they also show the absence of something? And when is nothing something you really should show?

This cartoon from the start of the pandemic makes the absence of something — COVID cases averted by individual actions — perceptible with gray lines and dots. It got me thinking about how we visualize the absence of things in charts, maps, and graphs.

See animated version of the cartoon here.

A common problem in almost any endeavor involving data is “missing data.” This is data that was not collected because, for example, a respondent skipped a survey question or someone did not fill in a data field in a database. And often missing data is eliminated from charts, maps, and graphs. We don’t show what we don’t know. But that can be a mistake, especially when the majority of data is missing such as in this pie chart. By showing the amount of unknown and missing values, it emphasizes the need for better data collection so that we can understand which groups are most affected.

source: WBUR

These maps (from March 2020) stress the absence of certain policies rather than the presence of them.

source: Politico

The colors gray and white often are used to signify the absence of something. But this chart uses green to draw your attention to the times when NONE of Britain’s power was generated by coal, presumably helping to make for a greener environment.

source: The Guardian

Zero points on axes also help to show the absence of something. This chart emphasizes the point on the X-axis representing no bias with a red line.

Consider what absences may be instructive to your staff, board members, funders, clients, or participants. Perhaps it’s the absence of data or the absence of revenue or the absence of problems following an intervention or the absence of essential services in a community. Remember showing nothing can be just as enlightening as showing something.

To see past data tips, including those about other chart types, click HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


Interesting Versus Actionable Data

60-SECOND DATA TIP_4 (3).gif

It’s easy to get lost in a sea of interesting data when what you really need is actionable data. As Oracle’s Nate Mayfield points out, you know when you’ve presented only interesting data when you get this type of response: “Oh, cool. Yeah, that's great to know.” On the other hand, if you hear “Oh, okay. I can definitely decide what to do now,” then you’ve presented actionable data.

The key to presenting actionable data is to ask specific—rather than broad—questions. And then design your charts, maps, and graphs to answer those narrower questions. Mayfield’s article focuses on the types of questions a business might ask. Let’s consider the types of questions a nonprofit might ask:

Interesting Questions.png

Mayfield notes that data dashboards that are designed for a wide range of users tend to address only interesting questions. “Because they are intended for a broad set of users, with a lot of filters, you can in theory answer a lot of questions with these sprawling dashboards,” says Mayfield. “The problem is people quickly get lost in them and don’t spend the time required to answer their questions.” Instead, Mayfield advises us to create simple dashboards that answer quite specific questions such as the actionable questions above. So consider a series of simple dashboards, each designed to provide answers that prompt action for a particular type of user.

To see past data tips, including tips on other types of pantry staple data, click HERE.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


Before Showing A Percentage, Read This

60-SECOND DATA TIP_4 (1).png

Here’s what I’m going to do in 60 seconds today:

  • Give you three percentages. They might be the type of percentages that you share in proposals, reports, your website, or in social media posts.

  • Give you the backstory on these percentages.

  • Convince you to think carefully next time you want to present a percentage.

Here goes.

#1: Two percent of clients in Program A dropped out in the first three days of the program.

#2: 60% of first time donors in March made a second gift.

#3: 25% of people who attended our XYZ event said that they were unlikely or very unlikely to recommend the event to others.

And here is the backstory on each of the percentages:

#1: Two percent of clients in Program A dropped out in the first three days of the program. Backstory: There were 50 participants in Program A. That means only one person dropped out.

#2: 60% of first time donors in March made a second gift. Backstory: There were 5 new donors in March. That means that 3 made second gifts.

#3: 25% of people who attended our XYZ event said that they were unlikely or very unlikely to recommend the event to others. Backstory: Eight people attended XYZ event. That means two people provided the low rating.

Did the backstories cast a different light on the percentages for you? Perhaps you were imagining more people were involved? When the numerator or the denominator is fairly small, it’s usually best to present both in raw numbers rather than give a percentage. The raw numbers present a clearer understanding of the situation that you’re trying to describe. In fact, when numbers are small, percentages can be downright misleading.


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


Invisible Assumptions Driving Your Organization

Reposted from January 7, 2020

Reposted from January 7, 2020

People and organizations have ideas about what leads to what. We are aware of some of these ideas. But others are so ingrained that we mistake them for facts of life.

Psychologists call the visible ideas explicit theories and the invisible ones implicit theories. Both explicit and implicit theories affect how we perceive and act in the world. If, for example, we believe—either explicitly or implicitly--that hard work leads to success, we are more likely to perceive evidence that supports our theory (aka confirmation bias) and to work hard ourselves and encourage it in our offspring, clients, and employees.

If this idea is explicit, then we are more likely to examine it, compare it to the ideas of others, and even test it. However, if it’s implicit, then it will probably never occur to us to examine it because we are not fully aware that we believe it or that things could be any other way. (For more on implicit and explicit theories, check out this.)

Implicit theories also affect what data we gather and use. If we have an implicit hard work theory, we might gather data to assess what type of work or effort is most likely to lead to success but, unless we make the implicit theory explicit, we are not likely to collect data to see if clients who put in more training hours actually had more success.

Every organization has implicit theories. Do any of these seem familiar?

  • Meetings make people feel included/empowered.

  • With more money, we could be more effective.

  • Special events help to cultivate new donors.

Some of these assumptions might be true, at least under certain circumstances. But no matter how data-driven we are, we are not going to collect data to test ideas we are not fully aware of.

Staff meetings are great places to listen for implicit theories. Next time your colleagues and you are discussing an issue, see if you can detect a few of them. What assumptions lie behind your assessments, decisions, and actions?


Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


Photo by PoL Úbeda Hervàs flickr.com/photos/polubeda/

 

How To Showcase Your Sites With An Interactive Map

60-SECOND DATA TIP_3 (4).png

Here’s a viz you can use. It is interactive, can be built in Tableau Public for free, and can be embedded in your website. This example shows affordable housing sites. Give it a try below and check out these features:

  • The circles on the map show the location of the sites. The color of the circles show the type of site, and the size of the circles indicates number of units (but you can size your circles by any measure such as number of people served or programs offered.)

  • Click on a site on the map to see more information, to the right, about the site including a photo.

  • When you click on a site, it is also highlighted on the chart below so you can compare that site to the others.

To learn how to create an interactive map with similar features in Tableau Public, check out this tutorial. I’d also be happy to build one for you, customized to your needs. Just click “Schedule A Free Consultation” below.

Let’s talk about YOUR data!

Got the feeling that you and your colleagues would use your data more effectively if you could see it better? Data Viz for Nonprofits (DVN) can help you get the ball rolling with an interactive data dashboard and beautiful charts, maps, and graphs for your next presentation, report, proposal, or webpage. Through a short-term consultation, we can help you to clarify the questions you want to answer and goals you want to track. DVN then visualizes your data to address those questions and track those goals.


Can Excel Actually Be Fun?

Great-Graphs-Design-Principles_Making-the-Case-GIF.gif

This week’s quick tip is to check out Ann Emery’s excellent course on extracting the full power of Excel. If you register using the link below, you'll ALSO get bonus content from guest experts including me! The additional 50 lessons come from a team of more than a dozen guest experts about Tableau, R, one-pagers, UX, PowerPoint, photographs, report covers, tables, and more.

Learn more and register HERE by September 17, 2021.

What’s Included:

  • 180+ video lessons that you can watch anytime

  • Step-by-step instructions for making beginner, intermediate, and advanced graphs in Excel

  • 20+ templates to download and follow along

  • Office Hours (almost) every week in 2020 and 2021 to talk about your projects

  • 7 additional Live Trainings just for participants in this cohort

  • Discussion boards to interact with fellow dataviz enthusiasts

  • Private Data Vizards community of fellow participants

  • Weekly emails to cheer you on

  • Lifetime access so you don't feel rushed

  • Examples from a variety of industries (public health, juvenile justice, museums, and more)

  • Behind-the-scenes Excel magic tricks guaranteed to make your jaw drop

  • Early bird bonuses like 1:1 consultations and Swag Bags