Data and information visualization
Data and information visualization is the practice of designing and creating graphic or visual representations of quantitative and qualitative data and information with the help of static, dynamic or interactive visual items. These visualizations are intended to help a target audience visually explore and discover, quickly understand, interpret and gain important insights into otherwise difficult-to-identify structures, relationships, correlations, local and global patterns, trends, variations, constancy, clusters, outliers and unusual groupings within data. When intended for the public to convey a concise version of information in an engaging manner, it is typically called infographics.
Data visualization is concerned with presenting sets of primarily quantitative raw data in a schematic form, using imagery. The visual formats used in data visualization includes charts and graphs, geospatial maps, figures, correlation matrices, percentage gauges, etc..
Information visualization deals with multiple, large-scale and complicated datasets which contain quantitative data, as well as qualitative, and primarily abstract information, and its goal is to add value to raw data, improve the viewers' comprehension, reinforce their cognition and help derive insights and make decisions as they navigate and interact with the graphical display. Visual tools used include maps for location based data; hierarchical organisations of data; displays that prioritise relationships such as Sankey diagrams; flowcharts, timelines.
In addition, Narrative visualization is a method that uses visual elements such as charts, graphs, maps and the like to convey data or information. This approach blends data analysis, storytelling, and visualization to present information through structured narrative flows- using visuals not just to present statistics, but to tell a story through data. Its goal is to help people identify trends, patterns, and relationships in data through a compelling story-driven visual experience.
Emerging technologies like virtual, augmented and mixed reality have the potential to make information visualization more immersive, intuitive, interactive and easily manipulable and thus enhance the user's visual perception and cognition. In data and information visualization, the goal is to graphically present and explore abstract, non-physical and non-spatial data collected from databases, information systems, file systems, documents, business data, which is different from scientific visualization, where the goal is to render realistic images based on physical and spatial scientific data to confirm or reject hypotheses.
Effective data visualization is well-sourced, appropriately contextualized, and presented in a simple, uncluttered manner. The underlying data is accurate and up-to-date to ensure insights are reliable. Graphical items are well-chosen and aesthetically appealing, with shapes, colors and other visual elements used deliberately in a meaningful and non-distracting manner. The visuals are accompanied by supporting texts. Verbal and graphical components complement each other to ensure clear, quick and memorable understanding. Effective information visualization is aware of the needs and expertise level of the target audience. Effective visualization can be used for conveying specialized, complex, big data-driven ideas to a non-technical audience in a visually appealing, engaging and accessible manner, and domain experts and executives for making decisions, monitoring performance, generating ideas and stimulating research.
Data scientists, analysts and data mining specialists use data visualization to check data quality, find errors, unusual gaps, missing values, clean data, explore the structures and features of data, and assess outputs of data-driven models. Data and information visualization can be part of data storytelling, where they are paired with a narrative structure, to contextualize the analyzed data and communicate insights gained from analyzing it to convince the audience into making a decision or taking action. This can be contrasted with statistical graphics, where complex data are communicated graphically among researchers and analysts to help them perform exploratory data analysis or convey results of such analyses, where visual appeal, capturing attention to a certain issue and storytelling are less important.
Data and information visualization is interdisciplinary, it incorporates principles found in descriptive statistics, visual communication, graphic design, cognitive science and, interactive computer graphics and human-computer interaction. Since effective visualization requires design skills, statistical skills and computing skills, it is both an art and a science. Visual analytics combines statistical data analysis, data and information visualization, and human analytical reasoning through interactive visual interfaces to help users reach conclusions, gain actionable insights and make informed decisions which are otherwise difficult for computers to do. Research into how people read and misread types of visualizations helps to determine what types and features of visualizations are most understandable and effective. Unintentionally poor or intentionally misleading and deceptive visualizations can function as powerful tools which disseminate misinformation, manipulate public perception and divert public opinion. Thus data visualization literacy has become an important component of data and information literacy in the information age akin to the roles played by textual, mathematical and visual literacy in the past.
Overview
The field of data and information visualization has emerged "from research in human–computer interaction, computer science, graphics, visual design, psychology, photography and business methods. It is increasingly applied as a critical component in scientific research, digital libraries, data mining, financial data analysis, market studies, manufacturing production control, and drug discovery".Data and information visualization presumes that "visual representations and interaction techniques take advantage of the human eye's broad bandwidth pathway into the mind to allow users to see, explore, and understand large amounts of information at once. Information visualization focused on the creation of approaches for conveying abstract information in intuitive ways."
Data analysis is an indispensable part of all applied research and problem solving in industry. The most fundamental data analysis approaches are visualization, statistics, data mining, and machine learning methods. Among these approaches, information visualization, or visual data analysis, is the most reliant on the cognitive skills of human analysts, and allows the discovery of unstructured actionable insights that are limited only by human imagination and creativity. The analyst does not have to learn any sophisticated methods to be able to interpret the visualizations of the data. Information visualization is also a hypothesis generation scheme, which can be, and is typically followed by more analytical or formal analysis, such as statistical hypothesis testing.
To communicate information clearly and efficiently, data visualization uses statistical graphics, plots, information graphics and other tools. Numerical data may be encoded using dots, lines, or bars, to visually communicate a quantitative message. Effective visualization helps users analyze and reason about data and evidence. It makes complex data more accessible, understandable, and usable, but can also be reductive. Users may have particular analytical tasks, such as making comparisons or understanding causality, and the design principle of the graphic follows the task. Tables are generally used where users will look up a specific measurement, while charts of various types are used to show patterns or relationships in the data for one or more variables.
Data visualization refers to the techniques used to communicate data or information by encoding it as visual objects contained in graphics. The goal is to communicate information clearly and efficiently to users. It is one of the steps in data analysis or data science. According to Vitaly Friedman the "main goal of data visualization is to communicate information clearly and effectively through graphical means. It doesn't mean that data visualization needs to look boring to be functional or extremely sophisticated to look beautiful. To convey ideas effectively, both aesthetic form and functionality need to go hand in hand, providing insights into a rather sparse and complex data set by communicating its key aspects in a more intuitive way. Yet designers often fail to achieve a balance between form and function, creating gorgeous data visualizations which fail to serve their main purpose — to communicate information".
Indeed, Fernanda Viegas and Martin M. Wattenberg suggested that an ideal visualization should not only communicate clearly, but stimulate viewer engagement and attention.
Data visualization is closely related to information graphics, information visualization, scientific visualization, exploratory data analysis and statistical graphics. In the new millennium, data visualization has become an active area of research, teaching and development. According to Post et al., it has united scientific and information visualization.
In the commercial environment data visualization is often referred to as dashboards. Infographics are another very common form of data visualization.
Principles
Characteristics of effective graphical displays
has explained that users of information displays are executing particular analytical tasks such as making comparisons. The design principle of the information graphic should support the analytical task. As William Cleveland and Robert McGill show, different graphical elements accomplish this more or less effectively. For example, dot plots and bar charts outperform pie charts.In his 1983 book The Visual Display of Quantitative Information, Edward Tufte defines 'graphical displays' and principles for effective graphical display in the following passage:
"Excellence in statistical graphics consists of complex ideas communicated with clarity, precision, and efficiency. Graphical displays should:
- show the data
- induce the viewer to think about the substance rather than about methodology, graphic design, the technology of graphic production, or something else
- avoid distorting what the data has to say
- present many numbers in a small space
- make large data sets coherent
- encourage the eye to compare different pieces of data
- reveal the data at several levels of detail, from a broad overview to the fine structure
- serve a reasonably clear purpose: description, exploration, tabulation, or decoration
- be closely integrated with the statistical and verbal descriptions of a data set.
For example, the Minard diagram shows the losses suffered by Napoleon's army in the 1812–1813 period. Six variables are plotted: the size of the army, its location on a two-dimensional surface, time, the direction of movement, and temperature. The line width illustrates a comparison, while the temperature axis suggests a cause of the change in army size. This multivariate display on a two-dimensional surface tells a story that can be grasped immediately while identifying the source data to build credibility. Tufte wrote in 1983 that: "It may well be the best statistical graphic ever drawn."
Not applying these principles may result in misleading graphs, distorting the message, or supporting an erroneous conclusion. According to Tufte, chartjunk refers to the extraneous interior decoration of the graphic that does not enhance the message or gratuitous three-dimensional or perspective effects. Needlessly separating the explanatory key from the image itself, requiring the eye to travel back and forth from the image to the key, is a form of "administrative debris." The ratio of "data to ink" should be maximized, erasing non-data ink where feasible.
The Congressional Budget Office summarized several best practices for graphical displays in a June 2014 presentation. These included: a) Knowing your audience; b) Designing graphics that can stand alone outside the report's context; and c) Designing graphics that communicate the key messages in the report.
Useful criteria for a data or information visualization include:
- It is based on data - that is, a data/info viz is not image processing and collage;
- It creates an image - specifically that the image plays the primary role in communicating meaning and is not an illustration accompanying the data in text form; and
- The result is readable.
Kosara also identifies the need for a visualisation to be "recognisable as a visualisation and not appear to be something else". He also states that recognisability and readability may not always be required in all types of visualisation e.g. "informative art" or "artistic visualisation".
Quantitative messages
Author Stephen Few described eight types of quantitative messages that users may attempt to understand or communicate from a set of data and the associated graphs used to help communicate the message:- Time-series: A single variable is captured over a period of time, such as the unemployment rate or temperature measures over a 10-year period. A line chart may be used to demonstrate the trend over time.
- Ranking: Categorical subdivisions are ranked in ascending or descending order, such as a ranking of sales performance by sales persons during a single period. A bar chart may be used to show the comparison across the sales persons.
- Part-to-whole: Categorical subdivisions are measured as a ratio to the whole. A pie chart or bar chart can show the comparison of ratios, such as the market share represented by competitors in a market.
- Deviation: Categorical subdivisions are compared against a reference, such as a comparison of actual vs. budget expenses for several departments of a business for a given time period. A bar chart can show comparison of the actual versus the reference amount.
- Frequency distribution: Shows the number of observations of a particular variable for given interval, such as the number of years in which the stock market return is between intervals such as 0–10%, 11–20%, etc. A histogram, a type of bar chart, may be used for this analysis. A boxplot helps visualize key statistics about the distribution, such as median, quartiles, outliers, etc.
- Correlation: Comparison between observations represented by two variables to determine if they tend to move in the same or opposite directions. For example, plotting unemployment and inflation for a sample of months. A scatter plot is typically used for this message.
- Nominal comparison: Comparing categorical subdivisions in no particular order, such as the sales volume by product code. A bar chart may be used for this comparison.
- Geographic or geospatial: Comparison of a variable across a map or layout, such as the unemployment rate by state or the number of persons on the various floors of a building. A cartogram is a typical graphic used.
Visual perception and data visualization
A human can distinguish differences in line length, shape, orientation, distances, and color readily without significant processing effort; these are referred to as "pre-attentive attributes". For example, it may require significant time and effort to identify the number of times the digit "5" appears in a series of numbers; but if that digit is different in size, orientation, or color, instances of the digit can be noted quickly through pre-attentive processing.Compelling graphics take advantage of pre-attentive processing and attributes and the relative strength of these attributes. For example, since humans can more easily process differences in line length than surface area, it may be more effective to use a bar chart rather than pie charts.
Human perception/cognition and data visualization
Almost all data visualizations are created for human consumption. Knowledge of human perception and cognition is necessary when designing intuitive visualizations. Cognition refers to processes in human beings like perception, attention, learning, memory, thought, concept formation, reading, and problem solving. Human visual processing is efficient in detecting changes and making comparisons between quantities, sizes, shapes and variations in lightness. When properties of symbolic data are mapped to visual properties, humans can browse through large amounts of data efficiently. It is estimated that 2/3 of the brain's neurons can be involved in visual processing. Proper visualization provides a different approach to show potential connections, relationships, etc. which are not as obvious in non-visualized quantitative data. Visualization can become a means of data exploration.Studies have shown individuals used on average 19% less cognitive resources, and 4.5% better able to recall details when comparing data visualization with text.
History
There is no comprehensive history of data visualization. There are no accounts that span the entire development of visual thinking and visual representation of data, and which collate the contributions of disparate disciplines. Michael Friendly and Daniel Denis of York University are engaged in a project that attempts to provide a comprehensive history of visualization. Data visualization is not a modern development. Since prehistory, stellar data, or information such as location of stars were visualized on the walls of caves since the Pleistocene era. Physical artefacts such as Mesopotamian clay tokens, Inca quipus and Marshall Islands stick charts can also be considered as visualizing quantitative information.The first documented data visualization can be tracked back to 1160 B.C. with the Turin Papyrus Map which accurately illustrates the distribution of geological resources and provides information about quarrying of those resources. Such maps can be categorized as thematic cartography, which is a type of data visualization that presents and communicates specific data and information through a geographical illustration designed to show a particular theme connected with a specific geographic area. Earliest documented forms of data visualization were various thematic maps from different cultures and ideograms and hieroglyphs that provided and allowed interpretation of information illustrated. For example, Linear B tablets of Mycenae provided a visualization of information regarding Late Bronze Age era trades in the Mediterranean. The idea of coordinates was used by ancient Egyptian surveyors in laying out towns, earthly and heavenly positions were located by something akin to latitude and longitude at least by 200 BC, and the map projection of a spherical Earth into latitude and longitude by Claudius Ptolemy in Alexandria would serve as reference standards until the 14th century.
File:ProductSpaceLocalization.png|thumb|upright=.7|Product Space Localization, intended to show the Economic Complexity of a given economy
The invention of paper and parchment allowed further development of visualizations. One graph from the 10th or possibly 11th century is an illustration of planetary movements, used in an appendix of a textbook in monastery schools. The graph apparently was meant to represent a plot of the inclinations of the planetary orbits as a function of the time. For this purpose, the zone of the zodiac was represented on a plane with a horizontal line divided into thirty parts as the time or longitudinal axis. The vertical axis designates the width of the zodiac. The horizontal scale appears to have been chosen for each planet individually for the periods cannot be reconciled. The accompanying text refers only to the amplitudes. The curves are apparently not related in time.
By the 16th century, techniques and instruments for precise observation and measurement of physical quantities, and geographic and celestial position were well-developed. Particularly important were the development of triangulation and other methods to determine mapping locations accurately. Very early, the measure of time led scholars to develop innovative way of visualizing the data.
Mathematicians René Descartes and Pierre de Fermat developed analytic geometry and two-dimensional coordinate system which heavily influenced the practical methods of displaying and calculating values. Fermat and Blaise Pascal's work on statistics and probability theory laid the groundwork for what we now conceptualize as data. These developments helped William Playfair, who saw potential for graphical communication of quantitative data, to generate and develop graphical methods of statistics. In 1786, Playfair published the first presentation graphics.
In the second half of the 20th century, Jacques Bertin used quantitative graphs to represent information "intuitively, clearly, accurately, and efficiently". John Tukey and Edward Tufte pushed the bounds of data visualization; Tukey with his new statistical approach of exploratory data analysis and Tufte with his book "The Visual Display of Quantitative Information" paved the way for refining data visualization techniques for more than statisticians. With the progression of technology came the progression of data visualization; starting with hand-drawn visualizations and evolving into more technical applications – including interactive designs leading to software visualization.
The modern study of visualization started with computer graphics, which "has from its beginning been used to study scientific problems. However, in its early days the lack of graphics power often limited its usefulness. The recent emphasis on visualization started in 1987 with the special issue of Computer Graphics on Visualization in Scientific Computing. Since then there have been several conferences and workshops, co-sponsored by the IEEE Computer Society and ACM SIGGRAPH". They have been devoted to the general topics of data visualization, information visualization and scientific visualization, and more specific areas such as volume visualization.
Programs like SAS, SOFA, R, Minitab, Cornerstone and more allow for data visualization in the field of statistics. Other data visualization applications, more focused and unique to individuals, programming languages such as D3, Python and JavaScript and Java help to make the visualization of quantitative data a possibility. Private schools have also developed programs to meet the demand for learning data visualization and associated programming libraries, including free programs like The Data Incubator or paid programs like General Assembly.
Beginning with the symposium "Data to Discovery" in 2013, ArtCenter College of Design, Caltech and JPL in Pasadena have run an annual program on interactive data visualization. The program asks: How can interactive data visualization help scientists and engineers explore their data more effectively? How can computing, design, and design thinking help maximize research results? What methodologies are most effective for leveraging knowledge from these fields? By encoding relational information with appropriate visual and interactive characteristics to help interrogate, and ultimately gain new insight into data, the program develops new interdisciplinary approaches to complex science problems, combining design thinking and the latest methods from computing, user-centered design, interaction design and 3D graphics.
In recent years, with the increasing popularity of games, data and information visualization has been gradually applied in the gaming industry, with the use of analytic tools to assess player statistics and game performance, which are visualized in the form of health points, maps and diagrams. The data is then stored and collected by developers. The implementation of these tools in gaming assist developers in improving user experience and also in updating and production of newer games.
Terminology
Data visualization involves specific terminology, some of which is derived from statistics. For example, author Stephen Few defines two types of data, which are used in combination to support a meaningful analysis or visualization:- Categorical: Represent groups of objects with a particular characteristic. Categorical variables can either be nominal or ordinal. Nominal variables for example gender have no order between them and are thus nominal. Ordinal variables are categories with an order, for sample recording the age group someone falls into.
- Quantitative: Represent measurements, such as the height of a person or the temperature of an environment. Quantitative variables can either be discrete variable|continuous or discrete]. Continuous variables capture the idea that measurements can always be made more precisely. While discrete variables have only a finite number of possibilities, such as a count of some outcomes or an age measured in whole years.
Two primary types of information displays are tables and graphs.
- A table contains quantitative data organized into rows and columns with categorical labels. It is primarily used to look up specific values. In the example above, the table might have categorical column labels representing the name and age, with each row of data representing one person.
- A graph is primarily used to show relationships among data and portrays values encoded as visual objects. Numerical values are displayed within an area delineated by one or more axes. These axes provide scales used to label and assign values to the visual objects. Many graphs are also referred to as charts.
Techniques
| Name | Visual dimensions | Description / Example usages | |
| Bar chart |
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| - | - | - | |
| Orthogonal bar chart |
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| Histogram |
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| Scatter plot |
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| Scatter plot |
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| Network | |||
| Pie chart | |||
| Line chart | |||
| Semi-log or log-log charts | |||
| Streamgraph | |||
| Treemap | |||
| Gantt chart | |||
| Heat map | |||
| Stripe graphic | |||
| Animated spiral graphic | |||
| Box and Whisker Plot | |||
| Flowchart | |||
| Radar chart | |||
| Venn diagram | |||
| Iconography of correlations |
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Other techniques
Interactivity
Interactive data visualization has been a pursuit of statisticians since the late 1960s. Examples of the developments can be found on the American Statistical Association video lending library.
Common interactions include:
- Brushing: works by using the mouse to control a paintbrush, directly changing the color or glyph of elements of a plot. The paintbrush is sometimes a pointer and sometimes works by drawing an outline of sorts around points; the outline is sometimes irregularly shaped, like a lasso. Brushing is most commonly used when multiple plots are visible and some linking mechanism exists between the plots. There are several different conceptual models for brushing and a number of common linking mechanisms. Brushing scatterplots can be a transient operation in which points in the active plot only retain their new characteristics. At the same time, they are enclosed or intersected by the brush, or it can be a persistent operation, so that points retain their new appearance after the brush has been moved away. Transient brushing is usually chosen for linked brushing, as we have just described.
- Painting: Persistent brushing is useful when we want to group the points into clusters and then proceed to use other operations, such as the tour, to compare the groups. It is becoming common terminology to call the persistent operation painting,
- Identification: which could also be called labeling or label brushing, is another plot manipulation that can be linked. Bringing the cursor near a point or edge in a scatterplot, or a bar in a barchart, causes a label to appear that identifies the plot element. It is widely available in many interactive graphics, and is sometimes called mouseover.
- Scaling: maps the data onto the window, and changes in the area of the. mapping function help us learn different things from the same plot. Scaling is commonly used to zoom in on crowded regions of a scatterplot, and it can also be used to change the aspect ratio of a plot, to reveal different features of the data.
- Linking: connects elements selected in one plot with elements in another plot. The simplest kind of linking, one-to-one, where both plots show different projections of the same data, and a point in one plot corresponds to exactly one point in the other. When using area plots, brushing any part of an area has the same effect as brushing it all and is equivalent to selecting all cases in the corresponding category. Even when some plot elements represent more than one case, the underlying linking rule still links one case in one plot to the same case in other plots. Linking can also be by categorical variable, such as by a subject id, so that all data values corresponding to that subject are highlighted, in all the visible plots.
Other perspectives
- Articles & resources
- Displaying connections
- Displaying data
- Displaying news
- Displaying websites
- Mind maps
- Tools and services
From a computer science perspective, Frits Post in 2002 categorized the field into sub-fields:
- Information visualization
- Interaction techniques and architectures
- Modelling techniques
- Multiresolution methods
- Visualization algorithms and techniques
- Volume visualization
These four types of visual communication are as follows;
- idea illustration.
- * Used to teach, explain and/or simply concepts. For example, organisation charts and decision trees.
- idea generation.
- * Used to discover, innovate and solve problems. For example, a whiteboard after a brainstorming session.
- visual discovery.
- * Used to spot trends and make sense of data. This type of visual is more common with large and complex data where the dataset is somewhat unknown and the task is open-ended.
- everyday data-visualisation.
- * The most common and simple type of visualisation used for affirming and setting context. For example, a line graph of GDP over time.
Applications
- Scientific research
- Digital libraries
- Data mining
- Information graphics
- Financial data analysis
- Health care
- Market studies
- Manufacturing production control
- Crime mapping
- eGovernance and Policy Modeling
- Digital Humanities
- Data Art
- Gaming
- Sports
Organization
- Adobe Research
- IBM Research
- Google Research
- Microsoft Research
- Panopticon Software
- Scientific Computing and Imaging Institute
- Tableau Software
- University of Maryland Human-Computer Interaction Lab
- IEEE Visualization: An annual international conference on scientific visualization, information visualization, and visual analytics. Conference is held in October.
- ACM SIGGRAPH: An annual international conference on computer graphics, convened by the ACM SIGGRAPH organization. Conference dates vary.
- Conference on Human Factors in Computing Systems : An annual international conference on human–computer interaction, hosted by ACM SIGCHI. Conference is usually held in April or May.
- Eurographics: An annual Europe-wide computer graphics conference, held by the European Association for Computer Graphics. Conference is usually held in April or May.
Data presentation architecture
Data presentation architecture is a skill-set that seeks to identify, locate, manipulate, format and present data in such a way as to optimally communicate meaning and knowledge. Historically, data presentation architecture is attributed to Kelly Lautt: "Data Presentation Architecture is a rarely applied skill set critical for the success and value of Business Intelligence. Data presentation architecture weds the science of numbers, data and statistics in discovering valuable information from data and making it usable, relevant and actionable with the arts of data visualization, communications, organizational psychology and change management in order to provide business intelligence solutions with the data scope, delivery timing, format and visualizations that will most effectively support and drive operational, tactical and strategic behaviour toward understood business goals. DPA is neither an IT nor a business skill set but exists as a separate field of expertise. Often confused with data visualization, data presentation architecture is a much broader skill set that includes determining what data on what schedule and in what exact format is to be presented, not just the best way to present data that has already been chosen. Data visualization skills are one element of DPA."Objectives
DPA has two main objectives:- To use data to provide knowledge in the most efficient manner possible
- To use data to provide knowledge in the most effective manner possible
Scope
- Creating effective delivery mechanisms for each audience member depending on their role, tasks, locations and access to technology
- Defining important meaning that is needed by each audience member in each context
- Determining the required periodicity of data updates
- Determining the right timing for data presentation
- Finding the right data
- Utilizing appropriate analysis, grouping, visualization, and other presentation formats
Related fields
- Business analysis in determining business goals, collecting requirements, mapping processes.
- Business process improvement in that its goal is to improve and streamline actions and decisions in furtherance of business goals
- Data visualization in that it uses well-established theories of visualization to add or highlight meaning or importance in data presentation.
- Digital humanities explores more nuanced ways of visualising complex data.
- Information architecture, but information architecture's focus is on unstructured data and therefore excludes both analysis and direct transformation of the actual content into new entities and combinations.
- HCI and interaction design, since many of the principles in how to design interactive data visualisation have been developed cross-disciplinary with HCI.
- Visual journalism and data-driven journalism or data journalism: Visual journalism is concerned with all types of graphic facilitation of the telling of news stories, and data-driven and data journalism are not necessarily told with data visualisation. Nevertheless, the field of journalism is at the forefront in developing new data visualisations to communicate data.
- Graphic design, conveying information through styling, typography, position, and other aesthetic concerns.