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Jack Dougherty - Hands-On Data Visualization

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Jack Dougherty Hands-On Data Visualization
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Hands-On Data Visualization

by Jack Dougherty and Ilya Ilyankou

Copyright 2021 Jack Dougherty and Picturedigits Ltd. All rights reserved.

Printed in the United States of America.

Published by OReilly Media, Inc. , 1005 Gravenstein Highway North, Sebastopol, CA 95472.

OReilly books may be purchased for educational, business, or sales promotional use. Online editions are also available for most titles (https://oreilly.com). For more information, contact our corporate/institutional sales department: 800-998-9938 or corporate@oreilly.com .

Acquisitions Editor: Andy Kwan

Indexer: Sue Klefstad

Development Editor: Amelia Blevins

Interior Designer: David Futato

Production Editor: Katherine Tozer

Cover Designer: Karen Montgomery

Copyeditor: Stephanie English

Illustrator: OReilly Media

Proofreader: Piper Editorial Consulting, LLC

Revision History for the First Edition
  • 2021-03-11: First Release

See https://oreilly.com/catalog/errata.csp?isbn=9781492086000 for release details.

The OReilly logo is a registered trademark of OReilly Media, Inc. Hands-On Data Visualization, the cover image, and related trade dress are trademarks of OReilly Media, Inc.

The views expressed in this work are those of the authors, and do not represent the publishers views. While the publisher and the authors have used good faith efforts to ensure that the information and instructions contained in this work are accurate, the publisher and the authors disclaim all responsibility for errors or omissions, including without limitation responsibility for damages resulting from the use of or reliance on this work. Use of the information and instructions contained in this work is at your own risk. If any code samples or other technology this work contains or describes is subject to open source licenses or the intellectual property rights of others, it is your responsibility to ensure that your use thereof complies with such licenses and/or rights.

978-1-492-08600-0

[LSC]

Preface

This introductory book teaches you how to tell your story and show it with data using free and easy-to-learn tools on the web. Youll discover how to design interactive charts and customized maps for your website, beginning with easy drag-and-drop tools, such as Google Sheets, Datawrapper, and Tableau Public. Youll also gradually learn how to edit open source code templates like Chart.js, Highcharts, and Leaflet on GitHub. Follow along with the step-by-step tutorials, real-world examples, and online resources. This book is ideal for students, educators, community activists, nonprofit organizations, small business owners, local governments, journalists, researchers, or anyone who wants to tell their story and show the data. No coding experience is required.

Audience and Overview

As educators, we designed this book to be accessible for new learners, to introduce key concepts in data visualization and reinforce them with hands-on examples. We assume no prior knowledge other than a basic familiarity with computers and some vague memories of secondary school mathematics. Based on feedback we received from an earlier draft, many readers across the globe have taught themselves with this book, and others educators are already using it as a textbook to teach their students.

Our subtitle, Interactive Storytelling from Spreadsheets to Code, reflects how the scope of the book progresses from strengthening basic skills to editing open source code templates, while continually maintaining our focus on telling true and meaningful data stories. We explain both the why and the how of visualization, and encourage critical thinking about how data is socially constructed and whose interests are served or ignored.

Unlike many computer books that focus on selling you a specific software application, this book introduces you to more than 20 different visualization tools, all of them free and easy to learn. We also offer guiding principles on how to make wise choices among digital tools as they continue to evolve in the future. By working through the sample datasets and tutorials, you will create more than a dozen different interactive charts, maps, and tables, and share these data stories with other readers on the public web.

Although our introductory book is comprehensive, we do not address certain advanced topics. For example, while we discuss ways to make meaningful data comparisons, we do not delve into the field of statistical data analysis. Also, we focus primarily on software tools with a friendly graphical user interface (GUI), rather than those that require you to memorize and enter command-line instructions, such as the powerful R statistics packages. Finally, while we teach readers how to modify HTML-CSS-JavaScript code templates with the Chart.js, Highcharts, and Leaflet libraries, we do not explore more advanced visualization code libraries, such as D3. Nevertheless, we believe that nearly everyone who reads this book will discover something new and valuable.

Advice for Hands-On Learning

Learn by following our step-by-step tutorials on a laptop or desktop computer with an internet connection. Most of the tools introduced in the book are web-based, and we recommend you use an up-to-date version of Firefox, Chrome, Safari, or Edge browsers. We advise against using Internet Explorer as this older browser is no longer correctly supported by many web services. A Mac or a Windows computer will allow you to complete all tutorials, but if you use a Chromebook or Linux computer, you still should be able to complete most of them, and well point out any limitations in specific sections. While it may be possible to complete some tutorials on a tablet or smartphone, we dont recommend it because these smaller devices will prevent you from completing several key steps.

If youre working on a laptop, consider buying or borrowing an external mouse that plugs into your computer. Weve met several people who find it much easier to click, hover, and scroll with an external mouse than a laptops built-in trackpad. If youre new to working with computersor teaching newer users with this bookconsider starting with basic computer and mouse tutorial skills from the Goodwill Community Foundation. Also, if youre reading a digital version of this book on a laptop, consider connecting a second computer monitor or working with a tablet or second computer alongside you. This allows you to read the book on one screen and build data visualizations in the other screen.

Chapter Outline

The chapters in this book build up toward our central goal: telling true and meaningful stories with data.

The asks why data visualization matters and shows how charts, maps, and words can draw us farther into a story or deceive us from the truth.

: Foundational Skills

helps you navigate the process of sketching out your story and selecting which visualization tools you need to tell it effectively.

starts with basics and moves on to ways of organizing and analyzing data with pivot tables and lookup formulas, as well as geocoding add-on tools and collecting data with online forms.

offers concrete strategies for locating reliable information, while raising deeper questions about what data truly represents and whose interests it serves.

introduces ways to spot and fix inconsistencies and duplicates with spreadsheets and more advanced tools, and also how to create extra tables from digital documents.

provides common-sense strategies to begin analyzing and normalizing your data, while watching out for biased methods.

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