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2 December 2005
Information Visualisation
Design Guidelines and Principles
Prof. Beat Signer
Department of Computer Science
Vrije Universiteit Brussel
beatsigner.com
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 2
March 25, 2021
Guidelines
▪ No Unjustified 3D
▪ Power of the Plane
▪ Disparity of Depth
▪ Occlusion Hides Information
▪ Perspective Distortion Dangers
▪ Tilted Text is Not Legible
▪ No Unjustified 2D
▪ Eyes Beat Memory
▪ Resolution Over Immersion
▪ Overview First, Zoom and Filter, Details on Demand
▪ Responsiveness is Required
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 3
March 25, 2021
Guidelines …
▪ Get it Right in Black and White
▪ Function First, Form Next
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 4
March 25, 2021
No Unjustified 3D
▪ 3D visualisation easily justified for tasks involving shape
understanding of inherently three-dimensional structures
▪ frequently for inherently spatial data
▪ in this case benefits of 3D visualisation outweigh the costs
▪ Depth cues (e.g. occlusion, perspective distortion or
shadows and lighting) come with some costs
▪ e.g. legibility of text might be affected
▪ justify whether benefits of depth information outweigh the costs
▪ Power of the Plane
▪ perceived importance of items ordered on a plane probably domi-
nated by reading conventions (e.g. left to right and top to bottom)
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 5
March 25, 2021
No Unjustified 3D …
▪ Disparity of Depth
▪ we do not really live in 3D
but only see slightly more
than 2D
▪ we see millions of rays along
planar axes (image plane)
but only one point along the
depth axis → line-of-sight
ambiguity
▪ Steven's Psychophysical Power Law shows that accuracy for
lengths on a 2D plane (N =1.0) is better than for depth (N =0.67)
- stereo displays can help to slightly improve depth perception but accuracy for
planar positions is still better
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 6
March 25, 2021
No Unjustified 3D …
▪ Occlusion Hides
Information
▪ occlusion is the most
powerful depth clue
▪ occlusion between objects
changes with viewpoint
(motion parallax)
▪ different viewpoints needed
to understand 3D structure
- costs of interactive navigation
- additional cognitive load to
remember information from
different viewpoints
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 7
March 25, 2021
No Unjustified 3D …
▪ Perspective Distortion
Dangers
▪ perspective distortion (fore-
shortening) affects objects
- objects appear smaller and
change their position on the
image plane
▪ bad thing for the visual
encoding of abstract data
- power of the plane is lost
- e.g. more difficult to judge bar
heights in 3D bar chart
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 8
March 25, 2021
No Unjustified 3D …
▪ Depth cues of shadows and surface shading
▪ adds visual clutter when visualising abstract data
▪ shading interferes with colour channels
▪ shadows might be mistaken for true marks
▪ Tilted Text is Not Legible
▪ fonts have been designed for optimal readability on 2D displays
▪ tilted text becomes blocky and jaggy (less readable)
▪ high-resolution displays and careful rendering might improve the
legibility in the future
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 9
March 25, 2021
3D Visualisation for Shape Perception
▪ Benefits for understanding
3D geometric structures
▪ supports mental model via
interactive navigation
controls
▪ e.g. object structure easier to
understand from 3D visuali-
sation than 2D blueprints
- but 2D blueprints better to
determine the size of elements
▪ 3D outperforms 2D for shape understanding tasks
- medical imagining datasets of human body
- fluids flows
- molecular cell interactions
- …
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 10
March 25, 2021
Cluster-Calendar Time-Series Vis
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 11
March 25, 2021
Cluster-Calendar Time-Series Vis …
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 12
March 25, 2021
Layer-oriented Time Series Vis
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 13
March 25, 2021
Empirical Evidence of 3D vs. 2D
▪ Not always easy to prove the effect of using 3D infovis
▪ e.g. original claim of 3D benefits in 3D Data Mountain
▪ later shown that 2D Data Mountain has similar performance
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 14
March 25, 2021
No Unjustified 2D
▪ Laying out data in 2D space should also be justified
compared to simply showing data with a 1D list
▪ information density (e.g. number of labels) is higher in lists
▪ ordered lists are excellent for lookup tasks
▪ Benefits of explicitly showing relationships outweigh the
costs of required space when a task requires the
understanding of the topological structure of a network
▪ Some tasks might be handled well by 1D lists even if the
original data has a network structure
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 15
March 25, 2021
Eyes Beat Memory
▪ Cognitive load to switch between different views that are
visible simultaneously is much lower than comparing to a
memorised previous view
▪ Memory and Attention
▪ limited capacity of short-term memory (working memory)
- cognitive load and failure to absorb all presented information if limit is reached
▪ limited human attention
- e.g. conscious search for items gets more difficult for increasing number
of items
▪ Animation versus Side-by-Side Views
▪ some animation-based idioms impose significant cognitive load
▪ animation powerful for transitions between dataset configurations
- helps to maintain context
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 16
March 25, 2021
Eyes Beat Memory …
▪ Change Blindness
▪ we fail to notice even major changes if our attention is directed
elsewhere
▪ makes it difficult to track complex changes across multiframe
animations
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 17
March 25, 2021
Video: Change Blindness
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 18
March 25, 2021
Resolution Over Immersion
▪ Trade-off between the number of available pixels
(resolution) and the level of immersion (feeling of
presence in virtual reality)
▪ available number of pixels is most critical constraint in vis design
- extremely rare that immersion is worth the cost in resolution
▪ Another issue of immersive environments (e.g. via head-
mounted displays) is its special-purpose setting
▪ not integrated with a user's typical computer-based workflow
▪ no support for task switching between vis and other applications
▪ Immersive environments might be helpful for shape
understanding tasks as described earlier
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 19
March 25, 2021
Overview First, Zoom and Filter,
Details on Demand
▪ Ben Shneiderman's Visual Information-Seeking Mantra
▪ overview and need to see details
▪ role of data reduction and navigation
▪ Overview has the goal to summarise
▪ shows all items of a dataset simultaneously
▪ helps to find regions that should be further investigated
▪ often shown at the beginning of an exploration process
▪ Overview construction
▪ geometric zooming might not be sufficient
- number of marks might become larger than the number of available pixels
▪ number of marks might be reduced via aggregation
- similar to semantic zooming
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 20
March 25, 2021
Overview First, Zoom and Filter,
Details on Demand …
▪ Detail view might pop up in response to a select action
but detail view might also be permanently visible side-by-
side with an overview
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 21
March 25, 2021
Responsiveness is Required
▪ Visual Feedback
▪ user should get feedback that an action has been completed
- e.g. highlighting of a selected item
▪ when navigating, the feedback is normally represented by the
new frame that is drawn based on a new viewpoint
▪ visual feedback should typically take place within one second
(immediate response)
▪ if an action takes significantly longer than what the user might
expect, some progress indicator should be shown
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 22
March 25, 2021
Responsiveness is Required …
▪ Latency and Interaction Design
▪ different implementations of the operation to see more details
for an item
- clicking on the item (slowest)
- hovering over the item for some short period of dwell time
- hovering over the item without dwell time (fastest)
▪ different mechanisms for visual feedback (details)
- fixed detail pane at the side of the screen (eyes have to be moved)
- popup window at the current cursor location (potential occlusion)
- visual highlight directly in the view (e.g. highlighting neighbours in graph)
▪ Interactivity Costs
▪ interaction requires human time and attention
- trade-off between finding automatable aspects and relying on the human in the
loop to detect patterns
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 23
March 25, 2021
Get it Right in Black and White
▪ Design guideline for effective use of colour
by Maureen Stone
▪ ensure that the most crucial aspects of the visual representation
are even legible in black and white
- suggests using the luminance channel for the most important attribute
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 24
March 25, 2021
Function First, Form Next
▪ Focus should be on the function first
▪ form can be refined for an effective but originally "ugly" design
▪ beautiful but ineffective design cannot be refined
▪ However, visual beauty does matter!
▪ given two equally effective systems, users prefer the more
beautiful design
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 25
March 25, 2021
Exercise 6
▪ Analysis and Validation
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 26
March 25, 2021
Further Reading
▪ This lecture is mainly based on the
book Visualization Analysis & Design
▪ chapter 6
- Rules of Thumb
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 27
March 25, 2021
References
▪ Visualization Analysis & Design, Tamara
Munzner, Taylor & Francis Inc, (Har/Psc edition),
May, November 2014,
ISBN-13: 978-1466508910
▪ Video: Change Blindness
▪ https://www.youtube.com/watch?v=IGQmdoK_ZfY
▪ Ben Shneiderman, The Eyes Have It: A Task by Data
Type Taxonomy for Information Visualizations, In
Proceedings of VL 1996, IEEE Symposium on Visual
Languages
▪ https://doi.org/10.1109/VL.1996.545307
Beat Signer - Department of Computer Science - bsigner@vub.ac.be 28
March 25, 2021
References …
▪ A. Cockburn and B. McKenzie, 3D or not 3D?:
Evaluating the Effect of the Third Dimension in a
Document Management System, Proceedings of CHI
2001
▪ https://doi.org/10.1145/365024.365309
2 December 2005
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Design Guidelines and Principles - Lecture 7 - Information Visualisation (4019538FNR)

  • 1. 2 December 2005 Information Visualisation Design Guidelines and Principles Prof. Beat Signer Department of Computer Science Vrije Universiteit Brussel beatsigner.com
  • 2. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 2 March 25, 2021 Guidelines ▪ No Unjustified 3D ▪ Power of the Plane ▪ Disparity of Depth ▪ Occlusion Hides Information ▪ Perspective Distortion Dangers ▪ Tilted Text is Not Legible ▪ No Unjustified 2D ▪ Eyes Beat Memory ▪ Resolution Over Immersion ▪ Overview First, Zoom and Filter, Details on Demand ▪ Responsiveness is Required
  • 3. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 3 March 25, 2021 Guidelines … ▪ Get it Right in Black and White ▪ Function First, Form Next
  • 4. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 4 March 25, 2021 No Unjustified 3D ▪ 3D visualisation easily justified for tasks involving shape understanding of inherently three-dimensional structures ▪ frequently for inherently spatial data ▪ in this case benefits of 3D visualisation outweigh the costs ▪ Depth cues (e.g. occlusion, perspective distortion or shadows and lighting) come with some costs ▪ e.g. legibility of text might be affected ▪ justify whether benefits of depth information outweigh the costs ▪ Power of the Plane ▪ perceived importance of items ordered on a plane probably domi- nated by reading conventions (e.g. left to right and top to bottom)
  • 5. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 5 March 25, 2021 No Unjustified 3D … ▪ Disparity of Depth ▪ we do not really live in 3D but only see slightly more than 2D ▪ we see millions of rays along planar axes (image plane) but only one point along the depth axis → line-of-sight ambiguity ▪ Steven's Psychophysical Power Law shows that accuracy for lengths on a 2D plane (N =1.0) is better than for depth (N =0.67) - stereo displays can help to slightly improve depth perception but accuracy for planar positions is still better
  • 6. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 6 March 25, 2021 No Unjustified 3D … ▪ Occlusion Hides Information ▪ occlusion is the most powerful depth clue ▪ occlusion between objects changes with viewpoint (motion parallax) ▪ different viewpoints needed to understand 3D structure - costs of interactive navigation - additional cognitive load to remember information from different viewpoints
  • 7. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 7 March 25, 2021 No Unjustified 3D … ▪ Perspective Distortion Dangers ▪ perspective distortion (fore- shortening) affects objects - objects appear smaller and change their position on the image plane ▪ bad thing for the visual encoding of abstract data - power of the plane is lost - e.g. more difficult to judge bar heights in 3D bar chart
  • 8. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 8 March 25, 2021 No Unjustified 3D … ▪ Depth cues of shadows and surface shading ▪ adds visual clutter when visualising abstract data ▪ shading interferes with colour channels ▪ shadows might be mistaken for true marks ▪ Tilted Text is Not Legible ▪ fonts have been designed for optimal readability on 2D displays ▪ tilted text becomes blocky and jaggy (less readable) ▪ high-resolution displays and careful rendering might improve the legibility in the future
  • 9. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 9 March 25, 2021 3D Visualisation for Shape Perception ▪ Benefits for understanding 3D geometric structures ▪ supports mental model via interactive navigation controls ▪ e.g. object structure easier to understand from 3D visuali- sation than 2D blueprints - but 2D blueprints better to determine the size of elements ▪ 3D outperforms 2D for shape understanding tasks - medical imagining datasets of human body - fluids flows - molecular cell interactions - …
  • 10. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 10 March 25, 2021 Cluster-Calendar Time-Series Vis
  • 11. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 11 March 25, 2021 Cluster-Calendar Time-Series Vis …
  • 12. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 12 March 25, 2021 Layer-oriented Time Series Vis
  • 13. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 13 March 25, 2021 Empirical Evidence of 3D vs. 2D ▪ Not always easy to prove the effect of using 3D infovis ▪ e.g. original claim of 3D benefits in 3D Data Mountain ▪ later shown that 2D Data Mountain has similar performance
  • 14. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 14 March 25, 2021 No Unjustified 2D ▪ Laying out data in 2D space should also be justified compared to simply showing data with a 1D list ▪ information density (e.g. number of labels) is higher in lists ▪ ordered lists are excellent for lookup tasks ▪ Benefits of explicitly showing relationships outweigh the costs of required space when a task requires the understanding of the topological structure of a network ▪ Some tasks might be handled well by 1D lists even if the original data has a network structure
  • 15. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 15 March 25, 2021 Eyes Beat Memory ▪ Cognitive load to switch between different views that are visible simultaneously is much lower than comparing to a memorised previous view ▪ Memory and Attention ▪ limited capacity of short-term memory (working memory) - cognitive load and failure to absorb all presented information if limit is reached ▪ limited human attention - e.g. conscious search for items gets more difficult for increasing number of items ▪ Animation versus Side-by-Side Views ▪ some animation-based idioms impose significant cognitive load ▪ animation powerful for transitions between dataset configurations - helps to maintain context
  • 16. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 16 March 25, 2021 Eyes Beat Memory … ▪ Change Blindness ▪ we fail to notice even major changes if our attention is directed elsewhere ▪ makes it difficult to track complex changes across multiframe animations
  • 17. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 17 March 25, 2021 Video: Change Blindness
  • 18. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 18 March 25, 2021 Resolution Over Immersion ▪ Trade-off between the number of available pixels (resolution) and the level of immersion (feeling of presence in virtual reality) ▪ available number of pixels is most critical constraint in vis design - extremely rare that immersion is worth the cost in resolution ▪ Another issue of immersive environments (e.g. via head- mounted displays) is its special-purpose setting ▪ not integrated with a user's typical computer-based workflow ▪ no support for task switching between vis and other applications ▪ Immersive environments might be helpful for shape understanding tasks as described earlier
  • 19. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 19 March 25, 2021 Overview First, Zoom and Filter, Details on Demand ▪ Ben Shneiderman's Visual Information-Seeking Mantra ▪ overview and need to see details ▪ role of data reduction and navigation ▪ Overview has the goal to summarise ▪ shows all items of a dataset simultaneously ▪ helps to find regions that should be further investigated ▪ often shown at the beginning of an exploration process ▪ Overview construction ▪ geometric zooming might not be sufficient - number of marks might become larger than the number of available pixels ▪ number of marks might be reduced via aggregation - similar to semantic zooming
  • 20. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 20 March 25, 2021 Overview First, Zoom and Filter, Details on Demand … ▪ Detail view might pop up in response to a select action but detail view might also be permanently visible side-by- side with an overview
  • 21. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 21 March 25, 2021 Responsiveness is Required ▪ Visual Feedback ▪ user should get feedback that an action has been completed - e.g. highlighting of a selected item ▪ when navigating, the feedback is normally represented by the new frame that is drawn based on a new viewpoint ▪ visual feedback should typically take place within one second (immediate response) ▪ if an action takes significantly longer than what the user might expect, some progress indicator should be shown
  • 22. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 22 March 25, 2021 Responsiveness is Required … ▪ Latency and Interaction Design ▪ different implementations of the operation to see more details for an item - clicking on the item (slowest) - hovering over the item for some short period of dwell time - hovering over the item without dwell time (fastest) ▪ different mechanisms for visual feedback (details) - fixed detail pane at the side of the screen (eyes have to be moved) - popup window at the current cursor location (potential occlusion) - visual highlight directly in the view (e.g. highlighting neighbours in graph) ▪ Interactivity Costs ▪ interaction requires human time and attention - trade-off between finding automatable aspects and relying on the human in the loop to detect patterns
  • 23. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 23 March 25, 2021 Get it Right in Black and White ▪ Design guideline for effective use of colour by Maureen Stone ▪ ensure that the most crucial aspects of the visual representation are even legible in black and white - suggests using the luminance channel for the most important attribute
  • 24. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 24 March 25, 2021 Function First, Form Next ▪ Focus should be on the function first ▪ form can be refined for an effective but originally "ugly" design ▪ beautiful but ineffective design cannot be refined ▪ However, visual beauty does matter! ▪ given two equally effective systems, users prefer the more beautiful design
  • 25. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 25 March 25, 2021 Exercise 6 ▪ Analysis and Validation
  • 26. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 26 March 25, 2021 Further Reading ▪ This lecture is mainly based on the book Visualization Analysis & Design ▪ chapter 6 - Rules of Thumb
  • 27. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 27 March 25, 2021 References ▪ Visualization Analysis & Design, Tamara Munzner, Taylor & Francis Inc, (Har/Psc edition), May, November 2014, ISBN-13: 978-1466508910 ▪ Video: Change Blindness ▪ https://www.youtube.com/watch?v=IGQmdoK_ZfY ▪ Ben Shneiderman, The Eyes Have It: A Task by Data Type Taxonomy for Information Visualizations, In Proceedings of VL 1996, IEEE Symposium on Visual Languages ▪ https://doi.org/10.1109/VL.1996.545307
  • 28. Beat Signer - Department of Computer Science - bsigner@vub.ac.be 28 March 25, 2021 References … ▪ A. Cockburn and B. McKenzie, 3D or not 3D?: Evaluating the Effect of the Third Dimension in a Document Management System, Proceedings of CHI 2001 ▪ https://doi.org/10.1145/365024.365309
  • 29. 2 December 2005 Next Lecture Visualisation Techniques