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HOW TO USE
DATA VISUALIZATION
TO WIN OVER YOUR AUDIENCE
YOUR MESSAGE
Benefits of Data Visualization
WHEN TO USE DATA VISUALIZATION
HOW TO FIND THE STORY IN YOUR DATA
Identifying Your Question
Sourcing
Analyzing
Crafting Your Story
Visualizing
KEY TAKEAWAYS
1
2
5
7
8
9
10
13
17
TABLE OF
CONTENTS
21
HOW DATA SUPPORTS
HOW DATA
SUPPORTS
YOUR
MESSAGE
No matter your audience, no matter the story you are looking to tell,
nothing supports your argument more than objective evidence in the
form of cold, hard numbers. Data is one of the most powerful—and often
overlooked—tools to communicate a message, whether in a company
annual report or a thought leadership article on your blog. But those
numbers alone won’t necessarily make the desired impact if your
audience can’t interpret them. That’s why data visualization is key.
Find out how to use this technique to make your point and win over
your audience.
I
BENEFITS OF DATA VISUALIZATION
Data is powerful ammunition, but it needs to be visualized to really hit the target: your audience. By presenting your data in a
visually engaging way, you enhance your story and your audience’s experience.
So, how exactly does data visualization help you get your point across? It ...
2) ENCOURAGES ENGAGEMENT 3) INCREASES IMPACT
Clean, compelling, and credibly sourced
visuals draw your audience into the
content, encouraging them to explore
the data. Both static and interactive data
visualizations invite readers to examine the
data and to derive the deeper meaning.
This fosters a more personal, significant,
and active interaction that enhances any
type of content.
Well-designed visualizations do the
heavy lifting for your audience. A
statistic might be relevant, but simply
reading those numbers won’t do the
trick. Letting your audience really see
the data—and what it means—increases
comprehension and retention, making a
more lasting impact on your audience.
To really see what we mean, let’s compare two attempts to visualize data.
1) ADDS CREDIBILITY
When you use data to support your
claims, you demonstrate that you’ve
done your research. This is one of the
best ways to build credibility, which
encourages your audience to trust
your content.
2
WHICH MESSAGE IS STRONGER?
Consider these infographics, which both address the amount of taxes paid by various income groups. Which infographic makes the data
easier to understand? Which provides more context? Which appears more credible?
“The Complexity of the US Tax System”
(Quicksprout)
“Who Is Paying Taxes?”
(Mint) 3
This is not data visualization. The information is
presented but not visualized, which weakens
the impact of the data because it omits any
points of comparison or reference. This isn’t
necessarily bad, but relying only on language
misses an opportunity to give the viewer
valuable context.
This graphic is an excellent example of how
to present a complex data set in an
easy-to-synthesize way. The data is visualized
effectively to enable viewers to explore and
compare the data, providing deeper insight
into the larger story.
Now that you know data visualization can add credibility to your argument, boost audience
engagement, and increase your message’s impact on your audience, let’s dig into
when it makes sense to use it.
4
WHEN TO USE
DATA VISUALIZATION
Data visualization is a fantastic tool to enhance your communication. Whether providing more clarity or supporting
your argument, it helps you effectively communicate at every level of your organization and helps your viewer make
better-informed decisions.
Data visualization helps you:
DISCOVER NEW INSIGHTS
E.g., The majority of visitors went
straight to our blog.
ADD OBJECTIVITY TO AN ARGUMENT
E.g., This is why we should
invest in our blog.
5
COMMUNICATE QUICKLY
AND EFFECTIVELY
E.g., Traffic to our website
is up.
ANSWER QUESTIONS
E.g., How many Web visitors
did we have last month?
Consider areas in your organization that may benefit from
data visualization, such as:
INTERNAL COMMUNICATION
Information delivered to higher ups
(such as your boss or project
stakeholders) that influences internal
processes or decision-making. Think:
presentations, reports, or financial
statements.
CLIENT REPORTING
Data conveying results of your efforts
to clients or customers. Think: results
reporting, project debriefs, etc.
MARKETING CONTENT
Public-facing content for thought leadership
or promotion. Think: blogs, white papers,
infographics, ebooks, etc.
6
HOW TO FIND
THE STORY IN
YOUR DATA
7
IDENTIFYING
YOUR QUESTION
Before you embark on your data
journey, identify the question
you want to answer. You may
have a specific question in mind
or a general area you’d like to
explore. As you dig into your
data, you may find an entirely
new or unexpected story, but it
helps to have a starting point.
WHAT QUESTION ARE YOU LOOKING TO ANSWER?
E.g., How to spend next year’s marketing budget
WHAT DATA DO YOU NEED TO ANSWER THAT QUESTION?
E.g., Last year’s budget and success metrics
WHERE IS THAT DATA MOST LIKELY TO BE FOUND?
E.g., Internal reports
8
Google Scholar (Academic studies)
U.S. Census Bureau (Demographics)
Data.gov (Government data)
Google Public Data Explorer (Economic data)
SocialMention (Real-time social data)
“Big data” may be the latest business buzzword,
but when you're faced with actually making
sense of a large data set, it can be overwhelming
and confusing, especially if you're looking at data
sets from different sources. If using external
data, select a few linked data sources that will
give you a cohesive and consistent picture.
SOURCING
5 GREAT SOURCES
FOR DATA
Depending on the type of content you are creating, you may be gathering internal data—marketing metrics, sales numbers, etc.
—or you may need to pull data from outside sources. No matter where your data comes from, focus on collecting a data set that
will provide a solid framework to help answer your question.
9
ANALYZING
The most powerful communication happens when data shows—not just tells—the story. Of course, it’s up to you to find that
story. This relies on finding both the similarities and differences within your data set. As you begin to explore your data, certain
elements will stand out, which will provide the template for your story. Here are some data relationships you can explore in your
search for insights.
IDENTITY THEFT VICTIMS
10.2M
11.6M
12.6M
13.1M
2009 2010 2011 2012
TRENDS
Look for consistent patterns and relationships between data points or data sets.
10
IDENTITY THEFT, BY AGE
20-29
30-39
40-49
50-59
60-69
70<
CORRELATIONS
Some elements may have an obvious relationship, which was previously overlooked.
<19
6%
20%
19%
18%
17%
12%
8%
CORRELATIONS
Some elements may have an obvious relationship, which was previously overlooked.
<19
11
IDENTITY THEFT, BY STATE
OUTLIERS
Unusual or irregular occurrences often have an intriguing story.
Sorting or filtering data in various ways (geographical, over time, etc.)
can give you a fresh perspective on what you’re looking at.
1-40 41-80 81-120 121-160 161-200
1212
CRAFTING
YOUR STORY
There is a certain level of subjectivity involved in
the selection of how much and which content to
include, but your data analysis will inform the
story you want to tell. Your main goal is to shape
a concise and coherent narrative around the data
to compel your audience to take some sort of
desired action. Here’s how to do that.
13
1. CREATE AN OUTLINE
Identify the beats of your narrative to guide the story, then map your data to support each point. Consider your audience
as you align your data with your narrative.
WHAT ISSUE DOES THIS ADDRESS/
WHY SHOULD THEY CARE?
Make sure you are engaging readers from the
get-go, making it clear that the information
you're presenting is relevant.
HOW DOES THE DATA SUPPORT THE ARGUMENT?
Is it shown in the right context? Is it lending
deeper insight to the topic?
WHAT SHOULD THEY TAKE AWAY FROM THIS?
Define what the conclusion should be. This doesn’t
necessarily have to be direct or prescriptive (“buy our
identity theft protection”), but it should make a point.
E.g., Identity theft is on the rise;
consumers could be affected.
E.g., Data proves that consumers are
directly affected by identity theft.
E.g., Identity theft is on the rise;
protection is a good idea.
14
2. ARRANGE CONTENT IN THE MOST LOGICAL ORDER
Guide the reader through the data in a logical flow. Each data
visualization should help build your narrative as you go.
ID THEFT IS A PROBLEM
DATA: Rise of identity theft
WHO IS AT RISK?
DATA: Identity theft vs. age group
Between
2009 and 2012,
ID theft
increased
30%.
WHERE ARE THEY AT RISK?
DATA: Identity theft, by state
WHAT DOES THIS MEAN TO CONSUMERS?
DATA: Lost time, energy, money
HOW CAN THEY PROTECT THEMSELVES?
Identity theft prevention tips 3. PROVIDE CONTEXT FOR THE DATA
Data visualization is meant to clarify, never confuse or
muddle. If there is a risk of misinterpretation, provide
context to fill in the gaps for your reader.
15
Florida took
the lead, with
a total of 193,000
complaints.
IDENTITY THEFT
COMPLAINTS
4. HIGHLIGHT NOTABLE INSIGHTS
Although viewers can follow the data, key
points may need more attention.
5. TRIM WHERE NECESSARY
Don’t overwhelm the viewer with data. Only include what is
necessary and relevant to draw your audience toward the
desired conclusion.
16
VISUALIZING
Well-designed data
visualizations enhance your
story by making data beautiful
and easy to understand.
Conversely, poorly visualized
data can be misinterpreted,
hurting your message and
your credibility.
Here are six tips to improve your
data visualization.
31% 25%
48% 67%
WHEN GOOD DATA GOES BAD
Just because data is visualized doesn’t mean it’s
good data visualization. Can you spot the mistakes?
Notice that this pie chart totals
more than 100%.
You can’t learn much from an
unlabeled line chart.
2010 2011 2012
3.140%
3.142%
3.144%
3.146%
3.148%
3.150%
2010 2011 2012
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.138% 0.0%
See that impressive growth on the left? It’s actually misleading. When
visualized with a zero baseline on the right, that growth isn’t
quite so impressive.
17
Choose the best chart type for your
data, and make sure you are following
best practices.
1. SELECT THE CORRECT
VISUALIZATION FOR YOUR DATA
Ensure that all visualizations are
accurate and don’t skew data.
2. ACCURATELY PRESENT THE DATA
18
This allows viewers to navigate
data more intuitively.
3. ORDER CATEGORIES
LOGICALLY (ALPHABETICALLY,
SEQUENTIALLY, OR BY VALUE)
Data visualization should always
increase comprehension, not
confuse viewers or make them
work harder.
4. VISUALIZE DATA IN A WAY
THAT IS EASY FOR READERS
TO COMPARE VALUES
52%
48%
37%
Entertainment Discounts Customer Service
52% Entertainment
48% Discounts
37% Customer Service
EMAIL
PHONE
SOCIAL
ALPHABETICALLY
PHONE
SOCIAL
EMAIL
BY VALUE
JAN
FEB
MAR
SEQUENTIALLY
19
0
10M
20M
40M
60M
30M
50M
70M
39,775,644
FA NS
61,569,669
FA NS
61,569,669
43,280,066
FA NS
61,569,669
43,280,066
39,77,5644Unnecessary illustrations,
dimensionality, or
ornamentations (aka chart junk)
can clutter the visualization.
5. DON’T DISTRACT
FROM THE DATA.
This helps expedite understanding
and reduce unnecessary labeling.
6. USE COLOR AND
ICONOGRAPHY APPROPRIATELY.
250
200
150
100
50
0
Facebook Twitter Instagram
250
200
150
100
50
0
20
VII
KEY TAKEAWAYS
Look for opportunities to enhance all your communication,
whether internal or external, with data visualization.
Start with your question, then look for the data that can
help answer or give you more insight into your problem.
Work with a solid data set that includes relevant data from
a reputable source.
Craft a cohesive narrative around your key data points to
deliver your message.
Follow data visualization best practices to ensure your
information makes the most impact.
For more data design tips
and best practices,
download the free ebook,
+
DATA VISUALIZATION 101:
HOW TO DESIGN CHARTS
AND GRAPHS
21
Data Visualization 101: How
to Design Charts and Graphs.
Visage empowers everyone in your organization to visualize data in beautiful, on-brand reports.
Learn more and schedule a demo at visage.co.
HubSpot is the world’s leading inbound marketing and sales platform. Over 10,000 customers in
65 countries use HubSpot’s award-winning software, services, and support to create an inbound
experience that will attract, engage, and delight customers. To find out how HubSpot can grow
your business, watch this video overview, get a demo, or schedule a free inbound marketing
assessment with one of our consultants.
A COLLABORATION BETWEEN:

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How to Use Data Visualization to Win Over Your Audience

  • 1. + HOW TO USE DATA VISUALIZATION TO WIN OVER YOUR AUDIENCE
  • 2. YOUR MESSAGE Benefits of Data Visualization WHEN TO USE DATA VISUALIZATION HOW TO FIND THE STORY IN YOUR DATA Identifying Your Question Sourcing Analyzing Crafting Your Story Visualizing KEY TAKEAWAYS 1 2 5 7 8 9 10 13 17 TABLE OF CONTENTS 21 HOW DATA SUPPORTS
  • 3. HOW DATA SUPPORTS YOUR MESSAGE No matter your audience, no matter the story you are looking to tell, nothing supports your argument more than objective evidence in the form of cold, hard numbers. Data is one of the most powerful—and often overlooked—tools to communicate a message, whether in a company annual report or a thought leadership article on your blog. But those numbers alone won’t necessarily make the desired impact if your audience can’t interpret them. That’s why data visualization is key. Find out how to use this technique to make your point and win over your audience. I
  • 4. BENEFITS OF DATA VISUALIZATION Data is powerful ammunition, but it needs to be visualized to really hit the target: your audience. By presenting your data in a visually engaging way, you enhance your story and your audience’s experience. So, how exactly does data visualization help you get your point across? It ... 2) ENCOURAGES ENGAGEMENT 3) INCREASES IMPACT Clean, compelling, and credibly sourced visuals draw your audience into the content, encouraging them to explore the data. Both static and interactive data visualizations invite readers to examine the data and to derive the deeper meaning. This fosters a more personal, significant, and active interaction that enhances any type of content. Well-designed visualizations do the heavy lifting for your audience. A statistic might be relevant, but simply reading those numbers won’t do the trick. Letting your audience really see the data—and what it means—increases comprehension and retention, making a more lasting impact on your audience. To really see what we mean, let’s compare two attempts to visualize data. 1) ADDS CREDIBILITY When you use data to support your claims, you demonstrate that you’ve done your research. This is one of the best ways to build credibility, which encourages your audience to trust your content. 2
  • 5. WHICH MESSAGE IS STRONGER? Consider these infographics, which both address the amount of taxes paid by various income groups. Which infographic makes the data easier to understand? Which provides more context? Which appears more credible? “The Complexity of the US Tax System” (Quicksprout) “Who Is Paying Taxes?” (Mint) 3
  • 6. This is not data visualization. The information is presented but not visualized, which weakens the impact of the data because it omits any points of comparison or reference. This isn’t necessarily bad, but relying only on language misses an opportunity to give the viewer valuable context. This graphic is an excellent example of how to present a complex data set in an easy-to-synthesize way. The data is visualized effectively to enable viewers to explore and compare the data, providing deeper insight into the larger story. Now that you know data visualization can add credibility to your argument, boost audience engagement, and increase your message’s impact on your audience, let’s dig into when it makes sense to use it. 4
  • 7. WHEN TO USE DATA VISUALIZATION Data visualization is a fantastic tool to enhance your communication. Whether providing more clarity or supporting your argument, it helps you effectively communicate at every level of your organization and helps your viewer make better-informed decisions. Data visualization helps you: DISCOVER NEW INSIGHTS E.g., The majority of visitors went straight to our blog. ADD OBJECTIVITY TO AN ARGUMENT E.g., This is why we should invest in our blog. 5 COMMUNICATE QUICKLY AND EFFECTIVELY E.g., Traffic to our website is up. ANSWER QUESTIONS E.g., How many Web visitors did we have last month?
  • 8. Consider areas in your organization that may benefit from data visualization, such as: INTERNAL COMMUNICATION Information delivered to higher ups (such as your boss or project stakeholders) that influences internal processes or decision-making. Think: presentations, reports, or financial statements. CLIENT REPORTING Data conveying results of your efforts to clients or customers. Think: results reporting, project debriefs, etc. MARKETING CONTENT Public-facing content for thought leadership or promotion. Think: blogs, white papers, infographics, ebooks, etc. 6
  • 9. HOW TO FIND THE STORY IN YOUR DATA 7
  • 10. IDENTIFYING YOUR QUESTION Before you embark on your data journey, identify the question you want to answer. You may have a specific question in mind or a general area you’d like to explore. As you dig into your data, you may find an entirely new or unexpected story, but it helps to have a starting point. WHAT QUESTION ARE YOU LOOKING TO ANSWER? E.g., How to spend next year’s marketing budget WHAT DATA DO YOU NEED TO ANSWER THAT QUESTION? E.g., Last year’s budget and success metrics WHERE IS THAT DATA MOST LIKELY TO BE FOUND? E.g., Internal reports 8
  • 11. Google Scholar (Academic studies) U.S. Census Bureau (Demographics) Data.gov (Government data) Google Public Data Explorer (Economic data) SocialMention (Real-time social data) “Big data” may be the latest business buzzword, but when you're faced with actually making sense of a large data set, it can be overwhelming and confusing, especially if you're looking at data sets from different sources. If using external data, select a few linked data sources that will give you a cohesive and consistent picture. SOURCING 5 GREAT SOURCES FOR DATA Depending on the type of content you are creating, you may be gathering internal data—marketing metrics, sales numbers, etc. —or you may need to pull data from outside sources. No matter where your data comes from, focus on collecting a data set that will provide a solid framework to help answer your question. 9
  • 12. ANALYZING The most powerful communication happens when data shows—not just tells—the story. Of course, it’s up to you to find that story. This relies on finding both the similarities and differences within your data set. As you begin to explore your data, certain elements will stand out, which will provide the template for your story. Here are some data relationships you can explore in your search for insights. IDENTITY THEFT VICTIMS 10.2M 11.6M 12.6M 13.1M 2009 2010 2011 2012 TRENDS Look for consistent patterns and relationships between data points or data sets. 10
  • 13. IDENTITY THEFT, BY AGE 20-29 30-39 40-49 50-59 60-69 70< CORRELATIONS Some elements may have an obvious relationship, which was previously overlooked. <19 6% 20% 19% 18% 17% 12% 8% CORRELATIONS Some elements may have an obvious relationship, which was previously overlooked. <19 11
  • 14. IDENTITY THEFT, BY STATE OUTLIERS Unusual or irregular occurrences often have an intriguing story. Sorting or filtering data in various ways (geographical, over time, etc.) can give you a fresh perspective on what you’re looking at. 1-40 41-80 81-120 121-160 161-200 1212
  • 15. CRAFTING YOUR STORY There is a certain level of subjectivity involved in the selection of how much and which content to include, but your data analysis will inform the story you want to tell. Your main goal is to shape a concise and coherent narrative around the data to compel your audience to take some sort of desired action. Here’s how to do that. 13
  • 16. 1. CREATE AN OUTLINE Identify the beats of your narrative to guide the story, then map your data to support each point. Consider your audience as you align your data with your narrative. WHAT ISSUE DOES THIS ADDRESS/ WHY SHOULD THEY CARE? Make sure you are engaging readers from the get-go, making it clear that the information you're presenting is relevant. HOW DOES THE DATA SUPPORT THE ARGUMENT? Is it shown in the right context? Is it lending deeper insight to the topic? WHAT SHOULD THEY TAKE AWAY FROM THIS? Define what the conclusion should be. This doesn’t necessarily have to be direct or prescriptive (“buy our identity theft protection”), but it should make a point. E.g., Identity theft is on the rise; consumers could be affected. E.g., Data proves that consumers are directly affected by identity theft. E.g., Identity theft is on the rise; protection is a good idea. 14
  • 17. 2. ARRANGE CONTENT IN THE MOST LOGICAL ORDER Guide the reader through the data in a logical flow. Each data visualization should help build your narrative as you go. ID THEFT IS A PROBLEM DATA: Rise of identity theft WHO IS AT RISK? DATA: Identity theft vs. age group Between 2009 and 2012, ID theft increased 30%. WHERE ARE THEY AT RISK? DATA: Identity theft, by state WHAT DOES THIS MEAN TO CONSUMERS? DATA: Lost time, energy, money HOW CAN THEY PROTECT THEMSELVES? Identity theft prevention tips 3. PROVIDE CONTEXT FOR THE DATA Data visualization is meant to clarify, never confuse or muddle. If there is a risk of misinterpretation, provide context to fill in the gaps for your reader. 15
  • 18. Florida took the lead, with a total of 193,000 complaints. IDENTITY THEFT COMPLAINTS 4. HIGHLIGHT NOTABLE INSIGHTS Although viewers can follow the data, key points may need more attention. 5. TRIM WHERE NECESSARY Don’t overwhelm the viewer with data. Only include what is necessary and relevant to draw your audience toward the desired conclusion. 16
  • 19. VISUALIZING Well-designed data visualizations enhance your story by making data beautiful and easy to understand. Conversely, poorly visualized data can be misinterpreted, hurting your message and your credibility. Here are six tips to improve your data visualization. 31% 25% 48% 67% WHEN GOOD DATA GOES BAD Just because data is visualized doesn’t mean it’s good data visualization. Can you spot the mistakes? Notice that this pie chart totals more than 100%. You can’t learn much from an unlabeled line chart. 2010 2011 2012 3.140% 3.142% 3.144% 3.146% 3.148% 3.150% 2010 2011 2012 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% 3.138% 0.0% See that impressive growth on the left? It’s actually misleading. When visualized with a zero baseline on the right, that growth isn’t quite so impressive. 17
  • 20. Choose the best chart type for your data, and make sure you are following best practices. 1. SELECT THE CORRECT VISUALIZATION FOR YOUR DATA Ensure that all visualizations are accurate and don’t skew data. 2. ACCURATELY PRESENT THE DATA 18
  • 21. This allows viewers to navigate data more intuitively. 3. ORDER CATEGORIES LOGICALLY (ALPHABETICALLY, SEQUENTIALLY, OR BY VALUE) Data visualization should always increase comprehension, not confuse viewers or make them work harder. 4. VISUALIZE DATA IN A WAY THAT IS EASY FOR READERS TO COMPARE VALUES 52% 48% 37% Entertainment Discounts Customer Service 52% Entertainment 48% Discounts 37% Customer Service EMAIL PHONE SOCIAL ALPHABETICALLY PHONE SOCIAL EMAIL BY VALUE JAN FEB MAR SEQUENTIALLY 19
  • 22. 0 10M 20M 40M 60M 30M 50M 70M 39,775,644 FA NS 61,569,669 FA NS 61,569,669 43,280,066 FA NS 61,569,669 43,280,066 39,77,5644Unnecessary illustrations, dimensionality, or ornamentations (aka chart junk) can clutter the visualization. 5. DON’T DISTRACT FROM THE DATA. This helps expedite understanding and reduce unnecessary labeling. 6. USE COLOR AND ICONOGRAPHY APPROPRIATELY. 250 200 150 100 50 0 Facebook Twitter Instagram 250 200 150 100 50 0 20
  • 23. VII KEY TAKEAWAYS Look for opportunities to enhance all your communication, whether internal or external, with data visualization. Start with your question, then look for the data that can help answer or give you more insight into your problem. Work with a solid data set that includes relevant data from a reputable source. Craft a cohesive narrative around your key data points to deliver your message. Follow data visualization best practices to ensure your information makes the most impact. For more data design tips and best practices, download the free ebook, + DATA VISUALIZATION 101: HOW TO DESIGN CHARTS AND GRAPHS 21 Data Visualization 101: How to Design Charts and Graphs.
  • 24. Visage empowers everyone in your organization to visualize data in beautiful, on-brand reports. Learn more and schedule a demo at visage.co. HubSpot is the world’s leading inbound marketing and sales platform. Over 10,000 customers in 65 countries use HubSpot’s award-winning software, services, and support to create an inbound experience that will attract, engage, and delight customers. To find out how HubSpot can grow your business, watch this video overview, get a demo, or schedule a free inbound marketing assessment with one of our consultants. A COLLABORATION BETWEEN: