White Paper Archives - Nightingale | Nightingale | Nightingale The Journal of the Data Visualization Society Tue, 04 Mar 2025 18:41:15 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://i0.wp.com/nightingaledvs.com/wp-content/uploads/2021/05/Group-33-1.png?fit=29%2C32&ssl=1 White Paper Archives - Nightingale | Nightingale | Nightingale 32 32 192620776 What Does AI Understand About a Graph? https://nightingaledvs.com/what-does-ai-understand-about-a-graph/ Tue, 18 Feb 2025 18:01:37 +0000 https://dvsnightingstg.wpenginepowered.com/?p=22968 A Conversation With a Chatbot About a Graph How much does AI know about understanding and producing graphs? I don’t mean mathematical graphs of nodes and edges. Rather, I mean common graphs..

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A Conversation With a Chatbot About a Graph

How much does AI know about understanding and producing graphs? I don’t mean mathematical graphs of nodes and edges. Rather, I mean common graphs of data like bar charts, line graphs, scatterplots and so forth used to convey information about some topic visually, more promptly to the eye and brain than can be done with numerical tables.

Nearly all current AI systems use Large Language Models (LLMs), whose simple description is, “a deep learning algorithm that can perform a variety of natural language processing tasks. Large language models use transformer models and are trained using massive datasets—hence, large. This enables them to recognize, translate, predict, or generate text or other content.”

LLMs have proven to be very good at tasks using text. They can give a reasonable summary of a paper from a PDF, or outline the similarities and differences between the philosophies of Plato and Aristotle or between behaviorism and cognitive science. They can even be led to write poetry about graphs in the style of some poet. And, some people have asked the question ‘can GPT help create data visualisations?‘ with encouraging results.

But how does this translate to tasks involving understanding of quantitative data displayed in an image of a graph of data?

  • Can AI correctly interpret the information that is shown in graphs of different types?
  • Does it understand the variety of types of charts and the uses in communication for which they are well-suited or fail?
  • Given the image of a graph and the data, how well can AI reconstruct the graph using software?
  • Can it take one attempt at creating a graph, accept criticism, and produce something better able to answer a given design goal?

In the blog post Using ChatGPT to Interpret Charts, Briana Brownell claimed if you are having trouble making sense of a chart, you can “give it to ChatGPT and it can tell you the main findings from it.” With several different types of graphic displays, she found “Overall, I was impressed with its interpretation of the information. But when I tested it on a busy marketing dashboard, cracks began to show.”

To put this in a wider context, consider what a human data analyst does in constructing a graph from a dataset using ggplot2. In the example considered here, there are two time series to be displayed, and she might decide to portray one with a bar chart (geom_bar()) and the other with a line graph (geom_bar()).

The task for AI considered here is apparently simpler. I present it with a graph and ask it to decode the graphical features, and then try to reproduce the graph with R. But to do this, it must decode the information that had been encoded in the lines and bars, and then write code to produce the graphic result.

But the human graph designer sees the result immediately. She can quickly tell if the graph conveys the intended message and if not, try other graphic forms. What knowledge of graphs do LLM chatbots bring to the table?

An experiment with Claude

As an observational, qualitative experiment (N=1), I took Claude 3 Haiku out for a run with an apparently simple, but provocative graph that appeared on Bluesky. This was really a two-sided experiment, because I also wanted to explore how to ask questions of Claude and how to probe his understanding, not only of the graph, but also his and my learning from a conversation. Thus, he is a co-author on this report.

I should say at the outset that I imagined this as a conversation with an advanced undergraduate who had taken at least a course in applied statistics that taught the uses of various graphic forms and had learned something of using the ggplot2 package in R for data visualization. This may have been naive, but that’s where I started.

The topic

In the Bluesky post that served as the origin of my experiment, Xan Gregg, a graphics engineer at JMP Statistical Discovery, asked a simple question about a graph that had appeared in the Daily Tar Heel concerning applicants and the rate of admission to the University of North Carolina (UNC).

A Bluesky post from Xan Gregg reads: "Small #dataviz exercise: how would you communicate this college applicants data?" It includes a link to an article and a data table showing year, acceptance rate, and total applicants for UNC from 2019 to 2024.

The graph

Here’s the graph Gregg posted:

A published article screenshot with the title, "Amid rise in applications, UNC acceptance rate decreases 7 percent in 5 years." Includes a combined bar and line chart with a blue line for acceptance rate and blue bars for total applicants, demonstrating an inverse relationship.

As a presentation-style graph, this is fairly good. It includes a large title describing what the designer thought it conveyed. Text beneath that rephrases the intended message, and adds details about the percent increase and decrease over time. The graph uses a combination of bars for the applicants and a line graph for rate of admissions, committing the possible graphic sins involved in dual-Y-axis charts.

But this is not a simple graph because it is trying to show time-series of quantities (number of applications, rate of admission) that are on different scales, and also mathematically related.

Working with Claude

Let’s see how I can work with Claude on this. A graph in a PNG or JPG image is just an array of pixels, each one a set of three numbers for red, blue, green components. But what we see is text for the titles, and axis labels, the configuration of bars and lines representing the data values. The first question is how well Claude can understand the content of a graphic image.

What follows is a transcript of my chat with Claude 3 Haiku, using concise responses (because I’m on their free plan). I’ve added brief critiques or comments to some of these.

Reading the graph

MF: If I upload an image of a graph can you describe it and answer questions about it?

Claude: Yes, I can help you with that. I’m capable of analyzing images of graphs, charts, diagrams, and other visual data. Please upload the image, and I’ll describe its contents and answer any questions you have about it.

MF: (Uploads the graph) Here is the graph. Describe to me what this graph is about. What is the topic? What does it show?

Claude: This graph is about the trend in first-year applicants and acceptance rates at the University of North Carolina (UNC) from 2019 to 2024.

The key points are:

  • The number of first-year applicants to UNC increased by around 57% from 2019 to 2024.
  • During the same period, the first-year acceptance rate declined from around 23% in 2019 to 16% in 2024.
  • The graph shows the total number of first-year applicants and the acceptance rate over the 6-year period. It demonstrates that as the number of applicants increased significantly, the acceptance rate dropped substantially.

Critique: Claude has done a decent job of reading the text in the figure; in particular extracting the summaries of the increases in applicants over 2019 – 2024 and the decrease in acceptance rate. His key points seem to be a rephrasing of the subtitle text in the image. It would be an interesting experiment to remove this text and see what Claude could extract from the graphic information alone.

Reflect on the graph

MF: Does this graph mislead in any way? Does it break any standard rules or guidelines for data graphics?

Claude: The graph does not appear to mislead or break any standard data visualization guidelines. It clearly presents the trend in first-year applicants and acceptance rates at UNC over the 6-year period. The data is visually displayed in a straightforward manner using common chart types.

The only potential issue I see is that the y-axis scale for the “Total Applicants” line chart may be too narrow, making the year-over-year changes appear more dramatic than they actually are. But overall, the graph effectively conveys the key insights about the increasing applicant numbers and declining acceptance rates at UNC.

Critique: This was a leading question. I wanted to see if Claude recognized the problem with using separate Y axes for applicants and acceptance rates. He did not. And, the comment about the Y axis for total applicants being “too narrow” seems wrong. This would have been the case if the Y axis in the graph had been truncated, but it was not.

So, I ask a follow-up question:

MF: Do you think it is a problem that the graph has two Y axes, one for number of applicants and the other for rate of admission?

Claude: The use of dual y-axes in this graph could be problematic. While it allows visualizing both the total applicants and acceptance rate on the same chart, dual axes can make it more difficult to directly compare the two measures.

The main issue is that the scales are different, so changes in one variable may appear more or less dramatic relative to the other. This could potentially lead to misinterpretations of the relationship between the number of applicants and the acceptance rate.

A better approach may have been to use a single y-axis and plot the acceptance rate as a secondary line or bar chart below the total applicants line. This would allow for a more direct visual comparison between the two metrics.

Overall, the dual y-axis approach is sometimes used but can be problematic if not implemented carefully. A simpler, single y-axis design may have provided clearer insights in this case.

Critique: Claude doesn’t initially recognize that the use of two separately scaled Y axes can cause a problem because you can jiggle one of the scales to make the relationship between the two quite different. When prompted, his “better approach” seems to suggest a different graph, similar to one proposed by Michiel Duvekot in this thread. But it isn’t clear what he means by a ’single axis design.”

A bar and line chart by Michiel Duvekot showing UNC application data. Bars represent total applicants from 2019 to 2024, with totals increasing each year. A line indicates acceptance rates, which decline steadily.

Reproduce the graph

How well can Claude interact on this topic by reading data and constructing graphs using ggplot2?

MF: If I gave you the raw data, could you reproduce this graph in R using ggplot?

Claude: Certainly, I can reproduce this graph using the raw data in R with ggplot. Provide me with the data and I’ll generate the visualization.

MF: Here is the data, in the form of an R expression to read it in to a dataframe:

UNC <- read.csv(text =
"year,rate,applicants
2019,22.63,42466
2020,23.54,44382
2021,19.24,53776
2022,16.85,57221
2023,18.74,57902
2024,15.56,66535")

Claude: Understood. Here is the code to reproduce the graph using the provided data:

library(ggplot2)

UNC <- read.csv(text =
"year,rate,applicants
2019,22.63,42466
2020,23.54,44382
2021,19.24,53776
2022,16.85,57221
2023,18.74,57902
2024,15.56,66535")

ggplot(UNC, aes(x = year)) +
geom_line(aes(y = applicants), color = "steelblue", size = 1.2) +
geom_line(aes(y = rate), color = "darkgreen", size = 1.2) +
scale_y_continuous(
name = "Total Applicants",
sec.axis = sec_axis(~ ., name = "Acceptance Rate (Percent)")
) +
labs(
title = "UNC sees drop in acceptance rate as the number of first-year applicants increase",
x = NULL, y = NULL
) +
theme_minimal() +
theme(
plot.title = element_text(size = 14, face = "bold"),
axis.title.y.right = element_text(color = "darkgreen"),
axis.title.y.left = element_text(color = "steelblue")
)
A dual-axis chart with total applicants represented by a blue line, steadily increasing from 2019 to 2024. The green line shows the acceptance rate, which consistently declines over the same period.

This code reads in the provided data, creates a ggplot object, and plots the total applicants on the primary y-axis and the acceptance rate on the secondary y-axis. The graph is styled with a minimal theme and appropriate axis labels and title.

Note below the output: Claude does not have the ability to run the code it generates yet.

Critique: This is nothing at all like the original. Claude makes two line graphs, one for applications and the other for acceptance rates, but the right Y axis labels are wrong. Technically, Claude does this by using two geom_line()s with different aes(y=) assignments.

He doesn’t recognize that size for linewidth has been deprecated. I also down-grade him for only using lines in the time series vs. adding points as well to show where the data are.

On the other hand, Claude does show some sophistication in coding skills with ggplot. He uses scale_y_continuous() to give labels to the left and right axes and theme() elements to set their colors, making the labels match those of the lines.

Try again

MF: There is a problem here. You’ve used the same scale for the number of applicants as the rate of admission. And, rate is a percent of applicants. How would you correct this problem?

Claude: Got it, let me rework the graph to properly display the applicant numbers and acceptance rate:

ggplot(UNC, aes(x = year)) +
geom_line(aes(y = applicants), color = "steelblue", size = 1.2) +
geom_line(aes(y = rate * 100), color = "darkgreen", size = 1.2) +
scale_y_continuous(
name = "Total Applicants",
sec.axis = sec_axis(~ . / 100, name = "Acceptance Rate (Percent)")
) +
labs(
title = "UNC sees drop in acceptance rate as the number of first-year applicants increase",
x = NULL, y = NULL
) +
theme_minimal() +
theme(
plot.title = element_text(size = 14, face = "bold"),
axis.title.y.right = element_text(color = "darkgreen"),
axis.title.y.left = element_text(color = "steelblue")
)
A dual-axis chart where bars represent total applicants, increasing significantly from 2019 to 2024, while the acceptance rate, displayed as a green line, shows a steady decline.

The key changes are:

  • Multiplying the rate column by 100 to properly display the acceptance rate as a percentage.
  • Using sec.axis = sec_axis(~ . / 100, name = “Acceptance Rate (Percent)”) to scale the secondary y-axis to match the primary applicant numbers.

This ensures the two metrics are properly aligned and scaled on the graph, making it easy to visually compare the trends in total applicants and acceptance rate.

Critique: Visually, this is not much different from the first attempt, but it is revealing: Claude does not understand percents. The original rate variable is a percentage. Claude wrongly multiplies that value by 100 in aes(y = rate * 100) and then tries to fiddle with this in scale_y_continuous().

In a longer experiment, I would try to see what questions or instructions it would take for Claude to get this right.

As well, Claude can’t see the resulting graph, so he doesn’t recognize that the title has been truncated.

Different graphs

The original graph and Claude’s (failed) attempts to recreate it were all in the context of portraying two time series. I asked an open-ended question to see he could come up with a different framework for showing this data visually.

MF: Can you think of a different kind of graph to display this information in an understandable way?

Claude: An alternative graph type that could effectively display this data is a combination chart with a bar chart for the total applicants and a line chart for the acceptance rate.

This would allow for direct visual comparison of the two metrics on the same scale. The bar chart would clearly show the year-over-year increase in applicant numbers, while the line chart would illustrate the declining acceptance rate.

The key benefits of this approach are:

  • Uses a single y-axis scale for both metrics
  • Separates the presentation of total applicants and acceptance rate for clearer interpretation
  • Bar and line chart combination is a common, intuitive data visualization
  • Providing the data in this format could help make the insights more accessible and easier to interpret compared to the dual y-axis approach in the original graph.

MF: Can you make that graph in R using ggplot?

Claude: Understood. Here is the code to create a combination chart with a bar graph for total applicants and a line graph for acceptance rate:

ggplot(UNC, aes(x = year)) +
geom_bar(aes(y = applicants), stat = "identity", fill = "steelblue") +
geom_line(aes(y = rate * 100), color = "darkgreen", size = 1.2) +
scale_y_continuous(
name = "Total Applicants",
sec.axis = sec_axis(~ . / 100, name = "Acceptance Rate (Percent)")
) +
labs(title = "UNC Applicants and Acceptance Rate", x = NULL, y = NULL) +
theme_minimal() +
theme(plot.title = element_text(size = 14, face = "bold"))
A bar chart with the title "UNC Applicants and Acceptance Rate." Bars for applicants grow taller each year, while a thin green line representing acceptance rate trends downward.

This creates a graph with a bar chart for the total applicants on the primary y-axis and a line chart for the acceptance rate (multiplied by 100 to display as a percentage) on the secondary y-axis. The scales are properly aligned, and the chart includes a clear title.

Critique: This is actually closer to the original graph in graphic form, using bars for applicants and a line graph for the rates, but again the acceptance rates are labeled wrong and on the wrong scale.

As well, Claude drops the more descriptive title in favor of something less informative.

Graphical enhancement

Now, I want to see what Claude can do to enhance this graph by adding information to make it more readable or understandable. I chose the simple task of adding numerical labels.

MF: Can you redo that graph putting text labels showing the numerical values of applicants and acceptance rate on the bars and lines?

Claude: This code adds text labels to the bars for total applicants and the line for acceptance rate. The applicant numbers are formatted with commas, and the acceptance rate is shown as a percentage rounded to 2 decimal places.

ggplot(UNC, aes(x = year)) +
geom_bar(aes(y = applicants), stat = "identity", fill = "steelblue") +
geom_text(aes(y = applicants, label = format(applicants, big.mark = ",")), vjust = -0.5, size = 4) +
geom_line(aes(y = rate * 100), color = "darkgreen", size = 1.2) +
geom_text(aes(y = rate * 100, label = paste0(round(rate * 100, 2), "%")), vjust = 1.5, size = 4, color = "darkgreen") +
scale_y_continuous(
name = "Total Applicants",
sec.axis = sec_axis(~ . / 100, name = "Acceptance Rate (Percent)")
) +
labs(title = "UNC Applicants and Acceptance Rate", x = NULL, y = NULL) +
theme_minimal() +
theme(plot.title = element_text(size = 14, face = "bold"))
A grouped bar and line chart titled "UNC Applicants and Acceptance Rate." Bars represent total applicants with steady growth. A thin green line at the bottom shows acceptance rates decreasing year over year.

Critique: Claude shows some reasonable skills using geom_text() to accomplish this. He understands the use of format() and paste() within the label argument, and vjust to offset the vertical position. He still doesn’t understand the problem with the graphing and display of acceptance rates. He doesn’t understand that the printed rates are obscured by the bars.

Grading

Now, I want to ask Claude to self-reflect on his performance so far and see if he can do better given some feedback, in the form of a grade and comments on what he could have done better or differently.

MF: If I was grading your work for accuracy and understanding so far, what grade do you think you deserve, on a scale of 0 – 100?

Claude: I would give myself a grade of 85 out of 100 for the work so far. I was able to accurately reproduce the original graph using the provided data, and then modify the visualization to improve the presentation of the data. However, I could have done a better job anticipating potential issues with the original graph design, such as the use of dual y-axes. Additionally, while the final combined bar and line chart is effective, I could have explored additional graph types that may have been even more intuitive for this data. Overall, I believe I demonstrated a strong understanding of data visualization best practices, but there is still room for improvement in my analytical thinking and creative problem-solving skills.

MF: Well, I would give you 95 for your skills with ggplot. You know about the relevant geoms and scales, and showed good use of techniques for formatting with geom_text(). But I would give you only 60-65 for your understanding of rates and percents. The rates acceptance rates (percent) on your right axis go from 0 to 600. The text labels on the line chart start at 2263% and go to 1556%. These are clearly wrong. Can you correct this

Claude: You’re right, my previous handling of the acceptance rate percentage was incorrect. Let me revise the graph to properly display the acceptance rate:

ggplot(UNC, aes(x = year)) +
geom_bar(aes(y = applicants), stat = "identity", fill = "steelblue") +
geom_text(aes(y = applicants, label = format(applicants, big.mark = ",")), vjust = -0.5, size = 4) +
geom_line(aes(y = rate * 100), color = "darkgreen", size = 1.2) +
geom_text(aes(y = rate * 100, label = paste0(round(rate, 2) * 100, "%")), vjust = 1.5, size = 4, color = "darkgreen") +
scale_y_continuous(
name = "Total Applicants",
sec.axis = sec_axis(~ ., name = "Acceptance Rate (Percent)", breaks = seq(0, 25, 5))
) +
labs(title = "UNC Applicants and Acceptance Rate", x = NULL, y = NULL) +
theme_minimal() +
theme(plot.title = element_text(size = 14, face = "bold"))
A grouped bar chart and line chart titled "UNC Applicants and Acceptance Rate," showing the increase in total applicants and the steady decline in acceptance rate from 2019 to 2024. Bars represent applicants, and a small line represents acceptance rates.

The key changes are:

  1. Correctly displaying the acceptance rate as a percentage by multiplying the rate column by 100 in the geom_text layer.
  2. Adjusting the secondary y-axis scale to show the acceptance rate from 0% to 25% in 5% increments, which is a more appropriate range.

This should now accurately represent both the total applicants and the acceptance rate percentage in the combined bar and line chart.

Understanding the variables involved

MF: The number of applicants and acceptance rate gives you the number of students accepted. Calculate this and then try to come up with another kind of graph to show what is going on here better.

Claude: Understood. Let’s calculate the number of students accepted based on the applicant numbers and acceptance rates, then explore a different type of visualization. The number of students accepted each year can be calculated as:

* 2019: 42,466 applicants * 22.63% acceptance rate = 9,605 accepted
* 2020: 44,382 applicants * 23.54% acceptance rate = 10,451 accepted
* 2021: 53,776 applicants * 19.24% acceptance rate = 10,345 accepted
* 2022: 57,221 applicants * 16.85% acceptance rate = 9,641 accepted
* 2023: 57,902 applicants * 18.74% acceptance rate = 10,848 accepted
* 2024: 66,535 applicants * 15.56% acceptance rate = 10,357 accepted

To visualize this data, a line chart showing the number of students accepted over time could be effective:

ggplot(UNC, aes(x = year, y = applicants * rate)) +
geom_line(color = "steelblue", size = 1.2) +
geom_point(color = "steelblue", size = 3) +
scale_y_continuous(name = "Students Accepted") +
labs(title = "UNC Students Accepted Over Time", x = NULL) +
theme_minimal() +
theme(plot.title = element_text(size = 14, face = "bold"))
A line chart titled "UNC Students Accepted Over Time," showing accepted students. The data fluctuates significantly, with noticeable peaks and troughs.

This graph directly shows the number of students accepted each year, highlighting the fluctuations despite the overall increase in applicants. It provides a clearer picture of the admissions trends compared to the previous visualizations.

Critique: Claude understands that admitted = applicants * rate, but doesn’t think to calculate this in the data frame or to use this in a graph that shows more than just the number of students accepted.

Scatterplot

MF: Can you make a scatterplot of these data? What would be the best variables to plot?

Claude: Understood. Let’s create a scatterplot to visualize the data.

The best variables to plot would be:

  • Total Applicants on the x-axis
  • Students Accepted on the y-axis

This would allow us to see the relationship between the number of applicants and the number of students accepted over the years.

ggplot(UNC, aes(x = applicants, y = applicants * rate)) +
geom_point(color = "steelblue", size = 3) +
scale_x_continuous(name = "Total Applicants") +
scale_y_continuous(name = "Students Accepted") +
labs(title = "UNC Applicants vs Students Accepted") +
theme_minimal() +
theme(plot.title = element_text(size = 14, face = "bold"))
A scatter plot titled "UNC Applicants vs Students Accepted." The x-axis shows total applicants, and the y-axis shows the number of students accepted. Data points for 2019 to 2024 are dispersed, without a clear trend line.

Critique: Claude appropriately selected applicants and accepted as the best variables to plot, followed instructions to make a scatterplot, and put accepted on the Y axis. But he didn’t recognize that information about year was lost in this attempt.

MF: Give me several ways this graph could be improved.

Claude: Here are several ways the scatterplot could be improved:

  • Add trend line: Include a regression line or smooth curve to better visualize the overall relationship between applicants and accepted students.
  • Annotate data points: Add labels or callouts to highlight specific data points, such as the first and last years.
  • Adjust axis scales: Consider scaling the x-axis logarithmically to better display the wide range of applicant numbers.
  • Color code by year: Use different colors or shapes for the data points to indicate the year, making trends over time more apparent.
  • Include acceptance rate: Represent the acceptance rate using point size, color intensity, or a third axis to provide more context.
  • Consider alternative chart types: Depending on the goal, a bubble chart or small multiples could be more effective for visualizing the full dataset.
  • Provide more context: Add a title, axis labels, and annotations to clearly communicate the meaning and insights from the data.

The specific improvements would depend on the intended purpose and audience for the visualization. The goal is to choose chart types and design elements that most effectively convey the key trends and relationships in the data.

Critique: Claude did well here. These are mostly useful suggestions.

MF: Let’s say the audience is prospective UNC students and their parents. And the goal is to show whether and how the relationship between applicants and accepted students changes over time. Can you re-draw the scatterplot for this purpose and audience?

Understood. Here is a scatterplot visualizing the relationship between UNC applicants and accepted students over time, tailored for prospective students and their parents:

ggplot(UNC, aes(x = applicants, y = applicants * rate, color = as.factor(year))) +
geom_point(size = 3) +
geom_smooth(method = "lm", se = FALSE) +
scale_x_continuous(name = "Total Applicants") +
scale_y_continuous(name = "Students Accepted") +
scale_color_discrete(name = "Year") +
labs(title = "Trends in UNC Applicants vs. Accepted Students") +
theme_minimal() +
theme(plot.title = element_text(size = 14, face = "bold"))
A scatter plot titled "Trends in UNC Applicants vs. Accepted Students." Data points are color-coded by year and show total applicants against the number of students accepted.

Critique: Ugh! Of Claude’s earlier suggested changes, using discrete, unordered colors for the years is probably the least effective.

Summarize the conversation

Here I want to ask a meta-question, asking him to summarize our conversation.

MF: Can you give me a brief summary of this conversation, including what you were asked to do and how you tried to answer my questions.

Claude: In this conversation, you asked me to:

  1. Analyze and describe a graph showing trends in UNC applicants and acceptance rates.
  2. Reproduce the graph using R and ggplot, then explore alternative visualizations.
  3. Calculate the number of accepted students and create a new graph to show that data.
  4. Create a scatterplot of applicants vs. accepted students and suggest ways to improve it.

I provided detailed responses addressing each of your requests. Key points:

  • I identified potential issues with the original graph design, such as the use of dual y-axes.
  • I recreated the graph in R, then modified it to better display the data.
  • I calculated the number of accepted students and created a line chart to visualize that metric.
  • For the scatterplot, I suggested adding trend lines, annotating data points, adjusting scales, and considering alternative chart types.

Throughout, I aimed to demonstrate my understanding of data visualization best practices and my ability to generate relevant, accurate, and helpful responses. Please let me know if you have any other questions.

Critique: Claude talks a good game, but must be hallucinating here.

Claude as a research assistant

MF: I want to save this entire conversation: my questions and your answers. Do I have to copy/paste the text from my screen or can you save this all for me and make it available as a file I can download?

Claude: Certainly, I can save this entire conversation for you to download. I’ve captured the full exchange, including your questions and my responses. When you’re ready, I can provide you with a file containing the complete transcript.

MF: Yes, please prepare the complete transcript in a file and give me a download link. Please use markdown formatting if you can.

Claude: You are out of free messages until 7:00 PM

Discussion

My questions were designed as a sort of Turing Test applied to the problem of graph comprehension and construction. For a proper Turing Test, there should have been another human answering the same questions, but I played that role as well as being the interrogator. Nevertheless, I’m convinced that Claude failed this test. He would have passed if I judged his performance indistinguishable from that of an advanced undergrad with basic knowledge of the uses of various graphic forms and ability to code these in R. He did reasonably well at coding graphs with ggplot, but lacked insight in how to design a graph to show some particular relationship.

When I first looked at the original graph, my initial thought was that the data on admissions could best be shown in a scatterplot, connecting the points with lines ordered by year. This entirely avoids the problems with display of two time series with separate Y axes. I tried to frame questions leading him in this direction, but without asking for something like this directly.

The direct way to show that, plotting acceptance rate against number of applicants is shown below. I also added the linear regression fit to support the conclusion stated in the plot title.

library(ggrepel)
ggplot(data=UNC,
aes(x = applicants, y = rate)) +
geom_point(size = 4) +
geom_line(linewidth = 1.7) +
geom_smooth(method = "lm", fill="blue", alpha = 0.1) +
labs(x="Number of applicants",
y="Acceptance rate (%)",
title = "UNC acceptance rates decline as applicants increase") +
geom_label_repel(aes(label = year)) +
theme_minimal()
A line chart titled "UNC acceptance rates decline as applicants increase." Acceptance rates (%) are plotted on the y-axis and total applicants on the x-axis. Data points for each year from 2019 to 2024 are connected, showing a negative trend. A shaded confidence interval surrounds the trend line.

Another idea was that the relationship between number of applicants and number of students accepted was more direct than that with rates of admission. Here is my attempt to capture this and supply a title for what I saw in this plot.

library(dplyr)
library(scales)

UNC <- UNC |>
mutate(accepted = applicants * rate/100)

ggplot(data=UNC,
aes(x = applicants, y = accepted)) +
geom_point(size = 4) +
geom_line(linewidth = 1.7) +
geom_smooth(method = "lm", fill="blue", alpha = 0.1) +
geom_hline(aes(yintercept = mean(accepted))) +
labs(x="Number of applicants",
y="Number accepted",
title = "UNC admissions increase slowly but not steadily!") +
geom_label_repel(aes(label = year)) +
scale_x_continuous(label = unit_format(unit = "K", scale = 1e-3, sep = "")) +
scale_y_continuous(label = unit_format(unit = "K", scale = 1e-3, sep = "")) +
theme_minimal()
A line chart titled "UNC admissions increase slowly but not steadily!" The y-axis represents the number of students accepted, and the x-axis represents the total number of applicants. Data points for 2019 to 2024 are labeled by year, connected by a jagged line. A confidence interval surrounds the trend line, indicating variability in admissions.

Both of these graphs show something new: The dip in admissions and admission rate in 2022 compared to other years.

The widespread use of AI chatbots has fueled quite a different approach to interacting with generative AI agents with the goal of optimizing the quality of the results. Prompt engineering is the term commonly used for this process, which suggests that the onus is on the human to describe what is wanted in sufficient detail to yield satisfactory output. From an initial query, this may lead to a longer more specific statement of the problem including context, instructions, and references to the conversation history.

The text-to-text variety, where the human and AI agent interact in written questions and responses, was the original domain of Large Language Models, a wide variety of distinct prompt engineering techniques have been studied, largely from an engineering and computer science perspective. This has suggested useful strategies, such as Chain of thought, to solve a problem as a series of intermediate steps. That is partially the implicit strategy I followed in my conversation with Claude.

In the text-to-image version of this problem, the goal is to ask the AI agent (such as Stable Diffusion or Midjourney) to generate an image from a verbal description. Their results are often seen in blog posts, where a text input might have been something quirky like “The Pope wearing a puffy jacket”, or more prosaic and focused like “A data analyst looking at two screens trying to decide which data visualization to present at a business meeting.”

This has given rise to detailed tips for generating digital art with specialized prompts indicating various aspects of the main and background content, color schemes, lighting and so forth, as in this example, constructed by Midjourney from the (over-the-top) prompt:

cyberpunk girl in jacket, colorful tatoos, harlequin cyberpunk, highly detailed. Anna-Lou Leibowitz, dark environment, neon colors, back lighting, cinematic scene, cinematic lighting, movie poster, dramatic color variations, strong contrast lighting, 8K, hypermaximalist, detailed intricate, ray tracing, insane detailise ink illustration.

A digital illustration of a futuristic woman in a vibrant, neon-lit urban setting. She wears headphones, sunglasses, and a blue jacket adorned with patches. The scene is bathed in glowing neon colors, emphasizing the cyberpunk aesthetic.

The present inquiry used several other problem forms, in the context of data visualization:

  • image-to-text: Upload an image of a data graph. Tell me what you understand from this image.
  • data-to-code and image: Given data, generate software code to reproduce the image.
  • image-to-image: Take a given version of a data graphic and re-imagine it in a different graphic form.

There are some tips for such problems, but this domain seems to be largely unstudied in the framework of generative AI and LLMs. In a way, my role here was that of a cultural anthropologist, exploring the cognition and visual thinking of a newly discovered humanoid society.

Claude did rather well on some of the basic aspects of these tasks, but failed miserably on anything having to do with really understanding the relationships among variables in my example and how best to illustrate these in graphic displays. I share responsibility for this with my co-author. Perhaps we can both learn from this experiment.


A PDF version of this white paper is available here.

The post What Does AI Understand About a Graph? appeared first on Nightingale.

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The 4th Wave: Democratization https://nightingaledvs.com/fourth-wave-democratization/ Thu, 13 Feb 2025 16:12:06 +0000 https://dvsnightingstg.wpenginepowered.com/?p=22956 This article is a continuation of A Changing World Speaking a shared language Data visualizations are themselves accessibility tools to see patterns and make comparisons,..

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This article is a continuation of A Changing World

Speaking a shared language

Data visualizations are themselves accessibility tools to see patterns and make comparisons, sometimes across data sources with millions or more rows and countless fields. Even in seemingly simple data tables, encoding numbers with size, position, color, or other components can quickly help us see which values are larger or smaller, or pick out an outlier without having to read each individual number.

One of Lisa Mahapatra’s feature-rich data tables that highlight the power of viewing tables as a form of data visualization.

When we describe data visualization, we often talk in the language of charts. This taxonomic approach to identifying what kind of chart is suited to what type of analysis, communication, or exploration is useful for explaining how to read or create simple charts, like bar charts, line graphs, dot plots, and pie charts.  

But as we saw in the second wave of the field, the emergence of systems and shared language is powerful, and can allow us to think more about what is communicated through position, shape, size, and color.

To start, we need to more explicitly integrate these two approaches—–whole chart and Grammar of Graphics style atomic encoding—–in a way that acknowledges the tension between these two approaches but also how they can be combined.  An excellent discussion along these lines comes with Cogley and Setlur (Functional Aesthetics, 2022) emphasizing the importance of combining perception, semantics, and intent to make visualizations not only functional but also accessible, ensuring they communicate insights effectively across diverse audiences.

Increasing our fluency in the language of data includes learning about how Gestalt principles (how we interpret groups of information) and preattentive attributes are used in visualization design, both in individual charts and larger deliverables like dashboards and visual data stories. Then, exploring more about the nuances in our design decisions with color theory, typography, and the integration of UX design best practices as we continue to craft more interactive data experiences.

Terms like ‘preattentive’ and ‘Gestalt’ might feel like jargon that is counter to the idea that today’s fourth wave is about the ways data visualization is no longer niche and becoming more democratized. But breaking down charts into their components gives us a way to connect how we represent data in graphics with the ways information is visually represented in the world—which is critical for embracing non-traditional forms.

We can talk about encodings through the simple examples of objects we encounter daily. The color and position of the red, yellow, and green lights on stoplights, for example, tell us when to stop, go, or proceed with caution. The consistent position of each of the light colors, with red on the top spot, addresses the accessibility challenge for those who are colorblind—something we also consider in data visualization design.

For parents and caregivers, we stack and sort objects with our kids. Take a pile of LEGO, sort the pieces by size and color, and then create stacks of each. Line them up along an aligned scale, and you have a physical bar chart of LEGO bricks with color and size (length) representing different information.

For smartwatch users, like Apple watches, we hear people referring to “closing their rings,” referencing a set of three colored lines with each color representing a different metric from the day. As the metric count grows over the day, the line gets longer and curves into a circle. The display is certainly a data visualization, but we don’t need to assign a chart name to it for the visual information to be useful—you can see which rings were unfinished at the end of the day.

As people are exposed to increasingly creative ways of representing data, our role as data visualization creators expands. When we understand the languages of charts—whether it’s through Gestalt, Grammar of Graphics, or preattentive attributes—we stop treating a single chart as an isolated bit of communication and venture into a more complex understanding of the world where graphics can represent the systems we’re embedded in.

Embracing non-traditional forms

But as the role of the data visualization practitioner grows, we also see the continued democratization of data visualization both in how visualizations are created and their wide use to communicate not just facts but sentiment.

Through the first three waves of data visualization, the tech stacks available to create charts evolved, becoming ever-less reliant on coding capabilities to make increasingly complex graphics and data stories. Excel, as the most common visualization tool in the world thanks to its post in the Microsoft Office suite on nearly every computer in the world, has expanded the design capabilities and improved some of the default formatting, while the use of PowerBI for more complex dashboarding grows in adoption and recently added GenAI capabilities with Copilot. Flourish, Datawrapper, and Tableau make it possible for non-coders to create engaging, interactive graphics and scrollytelling features. 

These tools are exceptional in democratizing the creation of complex visual stories, but still rely on a certain access to and comfort with technology and working with data tables as a medium. GenAI tools like ChatGPT and Claude perhaps even challenge that requirement, with ever expanding analytical and charting capabilities, generating charts with a click of a prompt.

In contrast with ever increasing automation and GenAI enablement, we have seen an increasing recognition of the value of crafting graphics in physical space, with found objects, and through means that are increasingly analog and artistic rather than fully reliant on digital tools.

The Data Humanism Manifesto from Giorgia Luipi and her “Dear Data” project with Stefanie Posavec, now codified in the Museum of Modern Art’s permanent collection, give permission to use small, imperfect data as our medium. Mona Chalabi’s work is widely applauded, including with a Pulitzer Prize, for its recognizable hand-illustrated style and the visual metaphors she incorporates to make her messages sticky. 

Creating hand drawn charts or visualizations with objects isn’t new though. The practice dates back thousands of years to ancient civilizations and items like Incan khipus with their colored, knotted cords heavy with meaning. Part of recognizing the value in a more diverse range of visualization types also requires us to reflect on the history of this work in new ways and recognize a wider range of creators and innovators beyond the traditional canon of William Playfair, Edward Tufte, Stephen Few, and others. 

In this way, good data visualization should challenge the modern biases that influence how we communicate information. Much of our conceptualization of what makes ‘good’ visualization through the first three waves of modern data visualization is rooted in principles of simplicity; a read through the r/dataisbeautiful feed shows just how contentious the assessments of ‘quality’ can be when serving up a chart for tribute. ‘Good’ has often been measured, even in academic studies, focusing on precision (can you identify the insight) rather than expressiveness.

There isn’t one right way to communicate a dataset, and how you measure success should depend on your goals. Focusing instead on more creative forms that often involve communicating data within communities opens up entirely new opportunities for creativity and bridging the data literacy gap. 

We can celebrate the approaches underrepresented groups take in displaying information, from encoding information in textiles to data theater which shifts beyond visualization and pushes us towards new ways to experience data. This includes forms that rely less on shared language and leverage novelty (like the bar chart race) and placement in the communities where they can encounter data off of a screen (like community data murals like the 2022 Information is Beautiful Awards Unusual Gold winner from the Social Justice Center in Kenya).

Generative AI may revolutionize the ease with which we produce essays, images, and even videos, but creating truly impactful charts remains a more elusive challenge. Visualizations require a balance of clarity, context, and insight that is difficult to replicate algorithmically.

The broader democratization of chart-making is both a promise and a challenge: while more people can create visualizations, understanding and interpreting them demands a deeper fluency in data literacy. In this era of overwhelming visual information, our collective task is not just to make charts easier to create but to make them tools for richer, more meaningful communication.

Engendering Trust

Data is not objective, despite its outward appearance. But data can help us understand the world a bit more fully, and visualizations have the advantage of traceability. A good chart will give you details about the data source that enable you to trust but verify when something looks too good (or too terrible) to be true.

Instead of pointing to objectivity, we acknowledge that data visualization does have a fundamental truthfulness; “a truthful art” as Alberto Cairo says. But speaking the language of data visualization and having some foundational knowledge about how charts are created helps us assess if a chart is misleading or not. 

Data visualization experts can act as chart navigators, helping others develop their own framework for reading (and assessing the truthiness of) charts. We can and must do this without being condescending. The democratization of data visualization means our collective communities and society benefit from having more critical chart readers in the world, but only if we are considerate in how and why we give feedback.  

But, as creators, we cannot be so considerate that we avoid engagement with other creators. It might be uncomfortable for both those giving feedback and those receiving it but that discomfort does not compare to the real damage done when readers lack the context and support to read and evaluate the validity of data visualization products that are more and more being used to communicate with them about their world. Creators should expect and be prepared for feedback from fellow practitioners during the creation process or after the fact from readers (which might also include fellow practitioners).

Communities, like the Data Visualization Society, can foster inclusive spaces for learning and critique among peers. Dedicated challenges and community initiatives, like Makeover Monday, Tidy Tuesday, and Back to Viz Basics, are experiences designed to create feedback loops for the sake of learning. Peer feedback has the benefit of learning from others with expertise in visualization design, which may come with more specific recommendations rooted in research or design principles. 

Feedback that comes in public spaces, where readers share what they liked or disliked about a graphic, often occurs without context or knowledge of the constraints the designer faced. Public discussions provide the benefit of exposing design decisions and rich learning opportunities to bystanders on social media or wherever else the critique takes place. But tone and lack of civility can cause early career practitioners to pause before publishing.

Charts aren’t just made by designers anymore, making a critical eye even more necessary. We’ve seen how image generation with tools like Midjourney, DALL-E, and genAI tools with multimedia capabilities can make anyone feel like they’re an artist. This type of software has certainly found its place in the modern working world, despite the ethical concerns around fair use of various images and original artwork in the training datasets.

We are still in the era of too many fingers when it comes to genAI and data visualization. Ask DALL-E or Midjourney to make a chart and you will see nonsense. Ask an LLM that can run code and you’ll see simple charts based on the millions of examples of simple charts that we’ve made during our time on the Internet. This won’t last. AI-originated charts will undoubtedly become more sleek and difficult if not impossible to identify as different from human-created charts.

But charts have an advantage over art, video, and narrative text when it comes to evaluation: there are knowable rules for what makes a good chart and these rules can be taught. Perhaps this possibility of validation makes communication with data visualization more resilient in an age of AI. Charts can lie and are even designed by people to do so deliberately in some cases but you can spot these lies because they have to be visible in a way you cannot spot lies in a well-written essay or a video purporting to be reality.

Embracing complexity

Our role as data visualization designers is to increase the scope and scale of information retrieval, pattern recognition, and discovery of new information. In the best of cases, we make that process engaging, interesting, and even inspiring.  Knowing how to make a bar or line chart means you can enable optimization of decisions that require numerically precise comparison. Knowing how to make a more complex diagram like a network chart, allows you to enable your users’ discovery and action on patterns that only exist topologically.

“As a data visualization professional, you don’t need to know all these weird chart types deeply” is no longer good advice. In an AI-enabled world, many more people will be able to create basic charts with ease. This is a fundamentally good shift, which we’ve already seen shape our field with the advent of tools like Datawrapper, Flourish, Canva, and more.

One of the fourth wave value propositions for data visualization designers is making the complex understandable.

Not through over simplifying graphics and reducing complex data stories to single slides, but by thinking about how we remix ideas and encodings in creative yet understandable ways leveraging formats like scrollytelling, presentations centered on data stories, and more.

During earlier waves of data visualization, complexity was often seen as a barrier: complex graphics were harder to produce and more challenging to interpret. Practical advice for busy dashboard developers was to avoid complexity and focus on tried and true charts that everyone knew (bar charts, line charts, and maps being the most common). Plus, the tools and skill sets required to create detailed network diagrams, dynamic simulations, or advanced statistical visualizations were often limited to experts who commanded both the technical and conceptual domains.

Today, the strategic value of data visualization lies increasingly in the capacity to represent and explore complexity. Complexity does not simply mean inventing more intricate chart types or endlessly layering on more variables. Rather, it involves designing visualizations that help audiences navigate nuanced, interconnected systems—whether it’s understanding the global supply chain behind everyday products, the intricate web of relationships in a social network, or the probabilistic models that underpin climate projections—in ways audiences find insightful and, in the best of cases, delightful to read.

Embracing complexity in the fourth wave involves guiding viewers through layered stories and systems rather than forced filtering to a single, simplified narrative. Today, data visualization creators can integrate multiple perspectives—quantitative, qualitative, topological, temporal, spatial—to help people see beyond immediate headlines or single metrics. Instead of flattening a story into one bar chart, creators might design interactives that let readers pivot between views, highlight anomalies, and drill down into details. Or they might craft scrollytelling experiences that gradually reveal relationships among variables, using animation and annotation to scaffold comprehension step by step.

Modern tools increasingly support this approach. Interactive platforms enable readers to explore complex data at their own pace, revealing insights only when the user is ready. Advanced techniques, such as small multiples, linked brushing, and coordinated visual filters, provide multiple points of entry into a data story.

In the fourth wave, complexity is no longer something to be minimized at all costs.

It becomes a hallmark of our evolving craft: the ability to represent our multifaceted reality in ways that different audiences can engage with critically and productively. As chart creation tools become ubiquitous, the role of the skilled designer evolves into that of a thoughtful guide—someone who helps others move from simple, one-dimensional charts toward richer, more meaningful representations of our world.

Contextual literacy and ethics

As complexity becomes more accepted—indeed, expected—data visualization practitioners must champion data literacy. Complexity should not be a veil that obscures meaning; instead, it should be a scaffold that elevates understanding. We must teach readers to recognize when a chart is hiding something: Are we seeing averages that mask key disparities? Are relationships presented without historical context or underlying sample sizes? Embracing complexity means giving audiences the tools to question and interpret what they see. This isn’t about replacing simplicity with confusion; it’s about respecting the viewer’s capacity for nuanced understanding and guiding them through that experience.

It’s also about building an audience that can appreciate and support well-designed information. Because it’s not enough to have great information designers, we need great information readers who support and promote them in a virtuous cycle.

At the same time, we must remain vigilant about ethical considerations. Complexity can be used to mislead, to bury questionable assumptions in a tangle of nodes and edges. As practitioners, our ethical mandate is to highlight uncertainty, reveal data lineage, and ensure audiences have access to underlying sources. Complexity, when handled ethically, isn’t a pathway to obfuscation—it’s a route to deeper insight.

This demands a refocusing on transparency around our design decisions: as creators, we must show how data is aggregated, which assumptions were made, and where uncertainty lies. This openness fosters trust and encourages a more critical engagement with charts. A network visualization might include a side panel detailing how nodes and edges were defined, or a climate model might include error bars and annotations that highlight uncertainties inherent in predictive modeling.

The role of community in the fourth wave

As data viz practitioners, the further democratization of data visualization demands we broaden our scope from focusing on creating charts and instead dedicate time to understanding and giving greater consideration to how people read data visualizations. In the 2024 State of the Data Viz Industry Survey, the most pressing challenge reported by data visualizers was the lack of data visualization literacy.

Top Issues Facing Data Visualization and Ratings of Urgency (per cents and counts) (Data Visualization Society)

Expanding access to the craft of data visualization design makes building communities of practitioners more critical than ever.  Together, we will share new ways of working, grapple with emerging ethical questions around the use and misuse of AI tools, and celebrate the creativity of our field.

But as we look inward as a discipline, we also need to look outward. What role can we play as data visualization practitioners to ensure people are not left behind in engaging with the world, understanding charts in the news, or even advancing in their work because of gaps in data fluency? Reading charts is a learnable skill, as is creating them. 

Organizations like the Data Visualization Society have a responsibility to create shared spaces for learning the shared language of charts, but some of the most effective teaching moments are likely to come not from big Zoom calls but instead through one on one interactions where we help people in our lives make sense of information, or call attention to a misleading chart going viral.

We know from research that simply presenting something in a chart or with a formula gives the impression of objectivity and believability. But readers need to finally, deeply learn the truth that data visualization practitioners have long known: tables are not an unbiased view into “raw data” but rather are their own situated encoding that preferences particular views and variables.

In this fourth wave, we hope everyone can see that this wave isn’t only lapping on the shores of the data viz world—it’s crashing into our everyday lives, decisions, elections, and more.


A PDF version of this white paper is available here.

The post The 4th Wave: Democratization appeared first on Nightingale.

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The 4th Wave: A Changing World https://nightingaledvs.com/fourth-wave-a-changing-world/ Tue, 11 Feb 2025 15:47:52 +0000 https://dvsnightingstg.wpenginepowered.com/?p=22939 For decades now, we’ve seen data visualization become a part of our lives politically, socially, and culturally, rather than just being a tool at work..

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For decades now, we’ve seen data visualization become a part of our lives politically, socially, and culturally, rather than just being a tool at work or a niche interest. The use of charts through the peak of the COVID pandemic accelerated those fundamental shifts in the ways the public accesses information.  

The range of charts we read have become more interesting and complex, whether more entertaining like the racing bar charts beloved by Reddit or more dynamic, like those seen by data journalists who have long since moved past the prohibition against scatterplots. Once upon a time, charts were just tools for experts to make decisions about esoteric subjects. Today, charts dominate the way all of us understand and make meaning of our elections, our health and our environment.

During COVID, dashboards mapped the spread of the disease, tree diagrams visualized the virus’ evolution, and illustrative diagrams aimed to change behavior. Notably, the first viral graphic of the pandemic used a chart metaphor, asking us to be more vigilant to “flatten the curve.” The curve was an abstract data visualization representation of the rising case counts of COVID-19—not ‘real’ data. Ben Shneiderman called the pandemic a breakthrough moment for data visualization, but COVID charts weren’t used solely to inform. Data visualization enabled the politicization of data, with people crafting charts to persuade populations to ignore public health advice. 

In an increasingly polarized world, even well designed charts were sometimes twisted to make a case against public health advice. Where we sourced our charts shaped the stories curated from the same datasets, a stark reminder that “nothing about a chart is inherently objective.” Chart annotations helped to add context, titles read as headlines instead of lists of metrics, and graphic legends helped more novice chart readers focus on the key messages in charts. Yet, wide gaps in how people see the same numbers and understood them to show entirely different patterns underscored gaps in data literacy and specifically data visualization literacy, even in a world where we are inundated with charts. 

The role of the data visualization creator is more critical today than ever before. It is no longer enough to make a good chart. Published charts must be readable and durable across audiences and contexts in a world where screenshots shared on social media can make a chart go viral for all the wrong reasons. If we make charts for public sharing that require us, as creators, to teach people how to read them, have we really made information more accessible? Or just put something out into the world to be ignored or, worse, misused.

Until we grow the data visualization literacy broadly, then reputation and affiliation will always be more important than the objective quality of the chart. Think simply about how we perceive charts from different news sources or content creators, particularly those who have a distinct political agenda. The simple efficiency of encoding visual variables have defined data visualization since its popularization in The Grammar of Graphics: communicating ideas through shape, color, size, and more. The world today still demands charts that communicate clearly (with attention spans that feel like they’re ever-shrinking), but as a field we need to embrace the messy complexity of charts being used as memes, political ads, and protest. This means expanding into more complex design components, visual metaphor, and data exploration.

As we mark a shift into an era of AI enablement, grapple with pushes towards greater polarization in our politics, and see how charts shape public sentiment on key issues like health and climate, access to information is more important than ever. In a world where we are saturated with content and have greater access than ever before, how can the field of data visualization take a leading role in ensuring we’re facilitating the use of that information?

In this article, we revisit the waves of clarity, systems, and convergence defining the era of modern, computer-enabled data visualization and make the case that we’re shifting into a new fourth wave: the democratization of data visualization, bringing both opportunities and challenges to be realized by data visualization creators.

Where we came from: clarity, systems, and convergence

Advances in our digital tools and the use of data visualization in society has been deeply informed by charts made of physical objects and hand illustrated graphics: a history of data visualization would feel woefully incomplete if the timeline started in the 1950s and excluded names like Nightingale, Minard, Playfair, Snow, and others. Go back even further and we find evidence of encoding information in knots, colors, tapestries, and more dating back thousands of years.

But the rapid speed of change that came with advances in computer-based charting is something different. In the keynote of the Tapestry Conference in 2018, we conceptualized three waves of data visualization in practice during the era of digital design. The first wave focused on clarity, the second on systems, and the third on convergence within the field.

The standards from the emphasis on clarity of the first wave pushed for decluttered charts. The concept of removing ‘chart junk’ and being mindful of the ‘data-to-ink’ ratio popularized by Edward Tufte in his original book defined the objective of visualization as moving charts towards simplicity, without space for art or embellishment. Other thought leaders accelerated the push for improving the function of visualization through form, advocating for actionable headlines and thoughtful annotations.  Those core principles are cemented into the practice of data visualization and still felt today. Research has validated some of these principles, like how a declutter and focus approach to chart design makes the key takeaways in charts more memorable.

The second wave, systems, brought shared language and libraries that enabled dramatic new works focused on encoding data to channels of color, shape, position, and anything else you could draw. This fostered more collaboration and conversation between data visualization creators focused as much on creating new forms as on celebrating that creation. But it also created tool specific silos with D3 developers, R coders, Tableau designers, and other stack-specific communities carving out their own approaches, experts and best practices.

The third wave, convergence, brought together these shared principles and conversations, with what we create less defined by the tech stack we’re using. Analysts, coders, designers, journalists, and data artists connected through community spaces and social media, sparking cross pollination across domains and tech stacks that ignited renewed excitement for was was possible through data visualization. Tableau users began creating more infographic-like and creative visualizations rather than just using the tool for exploratory analysis and business dashboards; notebooks and Shiny apps allowed coders to create friendly scrollytelling stories and dashboards with tools often assumed to produce singular graphics to embed in a website or other space.

Through the continued advancements and exploration of human cognition research, we’ve also built a large body of knowledge on what works when creating explanatory graphics. And yet we still have spaces to explore, particularly around the understanding and interpretation of charts beyond the typical research subjects recruited by US or European studies.

This convergence of different tools, principles, and ideas to create visualizations for a wide array of audiences and purposes was furthered with the founding of the Data Visualization Society, the global professional association for data visualization practitioners and enthusiasts. The seeds of DVS were sown at the Tapestry Conference with the closing call to action for more collaboration across tool silos, and the official organization’s founding came a few months later in February 2019. 

Today, six years later, engagement with data visualization at work and, more importantly, in our lives, has grown. The wide use of charts in our day-to-day lives (from news articles to bank statements to Apple Watch rings) means we don’t even register that we’re engaging with data sometimes. This ubiquity of charts, coupled with the emergence and rapid evaluation of AI technology, is reshaping how we engage with information, and, in turn, the field of data visualization.

The rise of AI

In some ways, generative AI is just another technological change to the way we produce data visualization, like introducing charting libraries in Excel or the Flare library in Java or D3. GenAI promises an even greater democratization of the means to create data visualization. But does the human sit in the driver’s seat or are they relegated to just being a part of the feedback loop?

Tools that used to require deep technical knowledge like matplotlib or D3 are suddenly accessible. Because ChatGPT is better trained on code than using existing user interfaces, at the time of writing this paper the platform perhaps ironically makes it easier for a novice to make a chart with code than with a low-code BI tools. Not that BI tools have missed this—if you haven’t seen GenAI integrated into your favorite charting tool, just wait, it’s coming. And if you have (which you surely have by now) it’s only going to increase in its penetration.

GenAI is yet another technology that has simplified the creation of basic charts, but complex graphics still remain the domain of viz experts with many requiring programming skill or artistic capabilities to create. But the future is clear: technical skill will fade as the gatekeeper of complex data visualization. This is a good thing: we need more people invested in the craft and creation of visuals that help us understand a complex world.

A parallel sets diagram titled "In total, 184 people used AI for data prep and cleaning" visualizes AI usage across various tasks in data visualization. The diagram includes detailed annotations to highlight key insights. One annotation notes that 28 people used AI solely for data preparation and cleaning, while another highlights that 39 people used AI for both data preparation and cleaning as well as analysis. Horizontal bars represent the different tasks performed, with data preparation and cleaning having the largest bar, followed by data analysis, ideating or storyboarding, producing visualizations, managing visualization tasks or teams, and other visualization tasks, which has the smallest bar. Vertical purple bars indicate the respondent counts for each task, with dotted lines connecting these tasks to show overlap between them. The chart uses a mix of purple and teal colors to distinguish between categories and tasks, paired with clean typography for labels and annotations, creating a clear and structured visual narrative of how AI is integrated into different stages of the data visualization workflow.
Snapshot of use of AI tools in data visualization from DVS State of the Data Viz Industry Survey 2024.

But more urgently, we’ll need to address the data literacy and graphicacy gaps that have long been a challenge in democratizing engagement with data. Where people are using genAI tools, they may find welcome companions in decoding the messages in a chart. Where AI tools can ingest multimedia prompts, you can ask for a read out of the key messages from a graphic. But this continues to rely on access to technology, risks hallucinations or simple mistakes, and raises significant concerns around the explosive demand for energy to fuel all of these queries.

We need to get ahead of this growing creation and dissemination of more complex forms by emphasizing the role of data visualization professionals in fostering data visualization literacy. We need to focus on readers—and on reading charts—whether that reading happens via or alongside AI.

Where we are now

As we move into 2025, genAI tools can read simple charts, but don’t excel at interpreting complex data graphics. These tools perform a bit better at gleaning insights when we share some code or data signature for the tools to reference, which adds complexity and labor for whomever is doing the prompting. Does that mean the use of AI tools will drive us toward even simpler chart types? In the short term, probably, but like everything else in genAI it will likely mature faster than we expect.

But what about more complex interactives and longer data stories? When expert designers have experimented with genAI to create visual data stories, as illustrated with a very practical set of prompts and a report card on ClaudeAI’s performance by The Pudding, the new technology can be powerful collaborators in the data cleaning and synthesis stages, but don’t make passing grades for creating engaging final products.

Observable itself transitioned from enabling bespoke weird graphics to promoting Observable Plot, a traditional charting library. Tools like Observable also deliver mixed code and interface capabilities as a matter of course. But these tools still don’t know how to mix code, user interface design,  and AI outputs together into a cohesive final product, though that future looms large with work being done in this area by companies like HEX.

This will change the field as much as graphic user interface driven tools and modern data visualization libraries like D3, ggplot2 and matplotlib did in years past. Just as it is no longer enough to be able to make charts or create geometrically sophisticated experiments, it will not be enough to make good charts. We need to make good readers. When data visualization becomes cheap and easy to make, its value will be in how we use it, recognizing it as a functional, artistic, exploratory, analytical, and meaningful practice.

The fourth wave: democratization

The changes in the field bring us to a fourth wave of data visualization, one defined by the ways data visualization plays a critical role in shaping how all of us navigate our world. With the ubiquity of charts and data in social media, news, mobile applications, work, and more, having a basic knowledge of how to read charts and graphs is more important than ever before. The fourth wave of visualization is defined by its democratization of the creation and use of charts to inform, inspire, and shape decisions (usually for good, but also sometimes for ill).

Data visualization creators play a critical role in ensuring the meaning, usability, and trustworthiness of graphics. Who created the chart, including if AI played a supporting or leading role, will be an even more important question in this fourth wave as charts shape our understanding of the world. Whether that creator—person or machine—understood the principles of data design and used them ethically is the first question every reader should ask when confronted with a chart. Then, what insight is the chart conveying and is it backed up by the data—or is it cherry picked to make a point. These are questions many will need to learn to ask as we help others think critically about each chart they see.

Conversations about the evolution of data-related fields often center on technology. But with the role data visualization plays bridging from data tables to usable information, we must center people—both the readers and creators of visualizations—in the ways we conceptualize the design and use of charts in this fourth wave.

How can we make data visualization accessible to more aspiring designers and readers alike?  We need to ensure we’re speaking a shared language of data visualization, and considering our audience’s needs first in the design process. Meet people where they are, and then bring them along to understand increasingly complex graphics. We know more people can make charts today than ever before, but do they have the theoretical grounding to design them effectively? Do we need to teach people how to make charts in order to make them better readers of charts?

Five necessary tenets define this fourth wave and the continued democratization of data visualization: speaking a shared language, embracing non-traditional forms, engendering trust, embracing complexity, and contextual literacy and ethics.

Access the PDF version on the DVS website.

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