Wow! Heat Map Donut Chart!

Heat Map Donut Charts

My colleague Debra Dalgleish steered me toward an article about a ‘Hot doughnut’ chart in Excel.

Heat map donut chart

Hmm, very interesting. Eye-catching.

You can take the above and combine it with target values in another concentric ring, add a few labels, and make it really pretty. This is from a companion article, How to create a heatmap doughnut chart.

Heat map donut charts

Despite its attractiveness, at first glance I didn’t think it was very effective. You know, donut charts being even less effective than pie charts. But I sat down and went through at least the preliminary steps of recreating the chart.

Note: I apologize for the use of jpeg images. On one of my monitors they look absolutely horrendous, with terrible artifacts everywhere, but on the new monitor they’re okay. I normally use png images for my charts, but some of the images in this article were only available as jpegs.

How to Make a Heat Map Donut Chart

Here is the data. It looks unsorted, but I’ll describe the unusual sorting order shortly.

Heat map donut chart data

Make a nice donut chart (as if there ever were such a thing).

Initial donut chart

Recolor the wedges based on value (red at the large end of the values, through orange, yellow, and green, to blue at the small end).

Recolored donut chart

Perhaps we need another legend to clarify the sequence of the color codes?

Recolored donut chart with extra legend

Remove any size data for the slices, using 1 for each data point’s value. Let’s assume we don’t need sizes, since the colors are encoding the values.

Recolored donut chart with resized wedges

In the previous recolored charts I kept a thin white border on the wedges, so adjacent wedges of the same color don’t just look like one larger wedge. In this chart, such adjacent wedges merge into a single wedge.

Recolored donut chart with resized wedges and no division between adjacent wedges

Now smudge the colors between the centers of adjacent wedges. I didn’t actually do this; below is a screen shot from the original article. The approach I’d take is to divide the wedge into a number of smaller wedges, and gradually change each mini-wedge’s color to simulate a gradient from the center of one wedge to the center of the next. Start with all blue, change to mostly blue plus a little green, then to still mostly blue plus more green, to mixed blue-green, to green with some blue, to green with just a little blue, to all green.

Heat map donut chart

This chart still needs labels for the wedges, and probably a data table so you can see the values which are obscured by the artistic effects.

The last few charts illustrate the unique sorting. This actually took me a while before I noticed it. The smallest point (blue) is at the top and the largest (red) at the bottom. Some of the points go clockwise from the smallest to the largest, and the others go counter clockwise. If you start in one place, the values go from small to large and back to small, like a sine wave. This provides two “continuous” color paths, so that smearing of colors between one wedge and another doesn’t introduce an intermediate color from the scale.

What Makes the Heat Map Donut Chart Ineffective?

Before diving into this critique, I want to point out that it is important to experiment with visual techniques. We should display our data using a variety of existing approaches to tease insights from the data. We should also apply new methods that may make it easier to find certain patterns or make the data more approachable by a wider audience.

However, we also need to review our attempts honestly, so we can concentrate on approaches that work and shelve those that do not.

There are a number of features of the heat map donut chart that make it ineffective as a data display method.

Color Gradient

First, the value of each wedge is only encoded by the color in the very center of the wedge, that is, along the spoke that would connect it to the hub of the chart. Gradients in color generally indicate variations in data, but in this case the gradients are gratuitous artwork. Worse than that, the reader may be fooled into thinking there is real data in the spaces between spokes.

Color gradient allows data encoding only along spokes

Effectiveness of Encoding Techniques

A more fundamental problem is illustrated by Figure 2 of Presentation Graphics by Leland Wilkinson. This figure shows William Cleveland’s ranking of different graphical features in terms of how effectively they are for encoding and decoding data.

Color gradient allows data encoding only along spokes

The heat map uses color to encode values. Cleveland’s hierarchy of graphical elements lists color as the least effective encoding means. Color can be effective to indicate different categories (for example, different lines in a chart), but it is not a good choice for displaying continuously variable numerical data.

Color Vision

Another reason color is a poor choice is that an estimated 8% of the male population (and only about 0.4% of the female population) find it difficult or impossible to distinguish between certain colors. A companion article, Color Vision Issues with Heat Map Donut Charts, uses these heat map donut charts to investigate how color vision deficiencies interfere with color-based data encoding.

Chart Busters: Fix the Heat Map Donut Chart

No critique of a graphical display is complete without a description of one or more improved ways to display the same data. My improvements are shown in Chart Busters: Fix the Heat Map Donut Chart.

Funny Conclusions from a Dual Pie Chart

Earlier this year, I saw a BUSINESS INSIDER CHART OF THE DAY story called Microsoft Is Winning More Developers To Its Mobile Platform.  They showed how the proportions of new apps built by mobile developers were distributed among the four mobile platforms for the second quarter of 2011 and of 2012. Here is a reconstruction of their chart.

Double pie chart

Yes, they used side-by-side pie charts with a distant legend. The data isn’t so complicated that this chart actually distorted anything, but it made the information hard to assimilate. They got their data from a nearly identical chart in Flurry Blog’s Microsoft May Be Closer Than It Appears in Android’s Rearview Mirror. I find this headline amusing, implying that Windows Phone was right behind Android in app development. Several other online channels picked up the same story from these two sources, and some even came to the conclusion that Windows Phone had not only Android but also iOS on the ropes.

It’s not easy to compare wedge sizes between separate pies (or even within the same pie), so I tried another approach. I built this stacked area chart. It’s easy to see that Windows Phone has gained and iOS has lost share, and that Windows Phone and Blackberry are nearly insignificant compared to Android and iOS. But we can’t really judge any change in Android without reading the data labels.

Stacked area chart

The Business Insider conclusion was that Microsoft was winning more developers. They could have shown this clearly with a single area chart, though it would have ignored the context of the rest of the industry. Of course, the data labels provide some context: even 4% is a very small market share.

Area chart, Windows only

Probably the best way to show this data is with a slopegraph: a line chart with two categories, in this case, two dates, showing the changes in the values. This chart shows that iOS has the major share, more than twice Android in second place, and that Windows

Slope graph

Here we can see a modest decrease in iOS, matched by a similar increase in Windows and a tiny increase in Android. Blackberry, thanks for playing. Since these changes are only a few percentage points, I’d like to see monthly or at least quarterly data during the year between the two endpoints, before drawing any conclusions.

Chart Busters: The Economist Doesn’t Read Forbes

The Economist showed changing pre-tax profits among banks from 2007 to 2011 in Bank Profits Head East. They chose to use a pair of donut charts for this. Weaknesses of this approach are the separation of the pairs of values into distinct donuts. This forces the reader to jump from side to side, and ultimately skip the charts and read the values in the labels. The combined chart has leader lines to help steer the reader’s eyes from side to side, but this adds clutter, and the labels push the donuts further apart, making visual comparisons more difficult.

The Economist's Donut Chart Showing Changing Bank Pre-Tax Profits

Who you gonna call? Chart Busters!

In Arrow Charts and Other Alternatives to Multiple Pie Charts on the Forbes magazine web site, Naomi Robbins introduced Arrow Charts as a replacement for double pie charts (and double donuts are at least as bad). I wrote a tutorial on my blog that showed How to Make Arrow Charts in Excel. The technique takes a bit of work, but once you’ve made one arrow chart, you can use it as a template for new values.

I took the example from my arrow chart tutorial and swapped in the Economist’s values:

Arrow chart showing changing bank pre-tax profit.

The first thing I learned from this arrow chart, which I missed in the double donut, is that most regions showed little change, but two regions showed major changes: Asia Pacific gained a huge percentage while Western Europe lost a similar amount. This is a great example of the effectiveness of arrow charts.

Chart Busters: What Planned Parenthood Actually Does

According to Do You Know What Planned Parenthood Actually Does?, “the Susan G. Komen Foundation has announced they will stop funding Planned Parenthood for breast cancer exams and other breast-health services.” MoveOn.Org attributes this action on pressure from the Republican Party, because of their stance on abortion and on the abortion practices of Planned Parenthood.

Planned Parenthood gives us this breakdown of services provided by their affiliated health care centers (download pdf):

Planned Parenthood Breakdown of Patient Care - Pie Chart

As pie charts go, it’s not terrible. It demonstrates MoveOn’s point, that abortion accounts for only 3% of Planned Parenthood’s treatments. The remainder goes for contraception and health services, mostly for poor women.

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Chartbusters: Not Another Bad Pie Chart???

Someone tweeted a link to a bad pie chart. I forget who it was: if it was you, let me know in the comments and I’ll give you credit here. But it’s not merely a bad pie chart, it’s an awful pie chart. A wonderful, awful pie chart.

Grinch picture from http://www.facebook.com/pages/The-grinchs-face-when-he-had-a-wonderful-awful-idea/162241533817257

And the Grinch got a wonderful, awful idea.

The chart appeared in 2011: The Year in Review on the Kickstarter web site. Kickstarter is a unique program for funding projects, which lines up proposals with backers who pledge support for them. It actually seems like a great program, but they need to work on their graphs.

The cited article describes their funding activities for last year. The pie chart contains much of this data, but not in a form that is remotely useful.

The “Chart”

This is the first view I had of the pie chart. All of the slices are the same size, which is strange, and no information is visible except for the category names, which is awkward.

More ominous is the label above the chart that reads “Mouse over a color to see that category’s stats.” So you have to mouse over the chart to show any of the data.

Kickstarter Pie Chart

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