SayItWithCharts_img1.gif Say It With Charts
Conceptual Presentations
Presentations are becoming increasingly visual and less textual. Converting every concept into an image is the challenge and, at the same time, the solution.
Presentations with visual support, typically running under PowerPoint, have become ubiquitous. All of us have been at some time in need of making one of them and they are, increasingly, a part of our daily work.
Did I said with visual support? Surprisingly a good deal of the presentations we have to suffer are basically long strings of sentences and phrases that the presenter just recites, maybe with some collateral explanation. The use of graphics, although increasing, is rather scarce. (see also issue number 73on Information Graphics)
Why use graphics? If you have already seen some boring presentations where all the slides are textual, you already know: among other things, there’s no way to differentiate one from another in our minds.
Visual elements:
  • are much more easily remembered than text, since a frame full of text looks visually the same no matter what the contents say

    they allow you to differentiate one slide from another.

    they allow you to differentiate one presentation from another.
 
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Text slides all have the same look
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Visual elements remain in memory
Pieces of two different presentations (in Spanish)
Once upon a time we had to show the ideas for the future of the R+D dept. We made a slide with a sky- blue background with white clouds floating, each one with an idea. For a long time after many people still remembered the “ideas in the sky”.
Basically there are two types of graphic material to consider
  • Conceptual: tries to illustrate the ideas and abstract concepts that animate our projects or that show our discoveries and conclusions.

    Quantitative, like the typical bar and pie charts, etc. that show, graphically, the quantities that demonstrate how our projects are performing or, simply, they show measurements of our interest.
 
The most unknown is maybe the first one, since there are very few software programs that give graphical support to ideas. The second one has become much more popular, since every spreadsheet provides ways to present graphically quantitative data.
I’ve been actively searching for information about the best way to represent ideas and concepts graphically with discouraging results. There is very little literature on the topic.
Nevertheless it’s possibly the most powerful way of expression in a presentation. Gene Zelazny, in his book “Say it with charts”* divides these visual elements into two groups:
  • Abstract geometric figures, like arrows, triangles circles and the like, that can be used to compose concepts. Arrows, one of the most expressive and ubiquitous symbols give, for example, idea of movement, implication, connection and direction. Circles can express, among others, ideas like cycle, closure, group or periodicity.

    Visual metaphors, familiar figures that transmit an idea. For example a fish biting the hook, two people playing tug of war, a chain with a weak link.
 
Zelazny gathers almost 50 pages of symbols and figures that express ideas, but they aren’t that much different from what you can find in the Clip Art that comes with PowerPoint or the imagesyou can find in Google.
The important (and difficult) thing is how to convert ideas into drawings, diagrams or visual metaphors showing the concept. For this there aren’t many established rules.
What I propose to you is an exercise.
  • Let’s take a completely textual presentation.

    For every slide try and distillate the key concept and find one or more images representing it.

    Then rebuild the presentation with the images as the only element
    , putting the original text in notes for the presenter.
 
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An imaginary textual slide that classifies products. On screen appears basically the same that the presenter recites. There's no visual reference to the structure (a pyramid).
Click on the image to enlarge it
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The same slide with much more visual contents. Some minimal texts are respected. The visual impact of the triangle and the metaphor of the pyramid appear well reflected. The text of the previous slide can be used as notes for the presenter.
Click on the image to enlarge it
I think you will probably find that:
  • The presentation improves in expressivityand communicates much better

    If the concepts are well defined the presenter does not recite any more, but he/she explains and widens the scope of information

    Concepts remain much better in the memory of the auditory
 
Switching to visual presentations requires considerable effort, specially when the graphics have to been mastered by ourselves. Nevertheless the impact and improvement in the transmission of ideas is really noticeable and can make the difference between delivering the message or showering the audience with difficult to assimilate words.
Review:
Gene Zelazny, Say it with Charts,
Chicago: Irwin Professional Publishing,
Third Edition, 1996. Pp. 198. $45.00

The charts which appear in this article are from Say it with Charts by Gene Zelazny 1996 and are reproduced with the permission of The McGraw-Hill Companies.
Pie, bar, column, line,or dot? What determines the chart form you should use? The answer is a question: What is your message?

The author of Say It with Charts, Gene Zelazny, believes that when charts are well- conceived, they help us communicate more effectively and with greater clarity. When charts aren't well conceived, they confuse us. He makes his point as he demonst rates, often with humor, how to utilize high-impact charts that deliver your message and how to avoid the use of unclear charts. For example, he shows what can happen if the reader doesn't heed his caution to keep dot charts simple.
Zelazny, a director of visual communications with more
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Zelazny, a director of visual communications with more than 30 years experience in designing management reports and presentations, begins his book with a story about a manager who knows his numbers but fails to get his message across. His story reminds u s of the times we have examined impressive looking charts but were unable to comprehend the mumbo-jumbo. While we all may be statistically- challenged at times, sometimes our confusion lies at the feet of the presenters who, through poor chart usag e, send obscure or clouded messages. The tow charts that follow illustrate how to tun an obscure message into a clear one:
This useful and fun-to-read book provides a portfolio of more than 80 sample charts and practice exercises. The author shows us how to decide when a chart is needed, how to choose the most appropriate chart, and how to transform raw data into a chart. H is three- step process takes us from data to chart:
  • Determine your message, i.e., the specific point you want to make. This is very important as it is not the data or the measure, but the message that will enable you to choose the correct chart form. The message title should be as brief as possible and summarize what is to be shown.
 
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  • Based on your message, determine the comparison you want to make. There are five basic types:
    • Component comparison - to show a percentage of a total
    • Item comparison- to rank items
    • Time series comparison - to show changes over time
    • Frequency distribution comparison - to show items within ranges
    • Correlation comparison - to show the relationship between variables
  • Based on your choice of comparison, generally one of five basic quantitative chart forms applies: Pie, Bar, Column, Line, and Dot.
 
To assist us in following this three-step process, a matrix is provided which illustrates the primary choices: down the side are the five basic chart forms; across the top are the five types of comparison. For some charts, such as time series, frequency distributions, and correlations, there may be several choices of chart forms. Deciding which form to use is determined by the number of data points being plotted. For example, to show time series or frequency distribution with say, six or seven data poi nts, the column chart should be used while the line chart should be used when there are many data points. For correlation comparisons, a bar chart is used to show few data points while a dot chart is used to show many.
This book is packed with pointers and tips to help the reader make good chart choices, such as:
  • Charts are visual aids; they are never substitutes for writing or saying what you mean.
  • Fewer are better. Use charts only when they will clearly help get your message across.
  • Pie charts are the most popular and they shouldn't be. They are the least practical and should account for no more than 5% of the charts used in a presentation or report. Also, to make the most of pie charts, don't use more than six slices; if you have more, select the five most important components and group the remainder into "other."
  • Bar charts are the least appreciated. But they should receive more attention. They are the most versatile and should account for as much as 25% of all charts used.
  • Column charts are "good old reliables" and line charts are the workhorses; these tow forms should account for half of all charts used.
  • Dot charts have their place 10% of the time.
  • Charts used in combination, say, a line chart with a column chart or a pie chart with a column chart, can be very effective.
Charts are an important part of language. It takes time and patience to learn the vocabulary and lots of practice until the skill becomes second nature. But everyone will know you are a master of your subject when you can present your thoughts in charts that are clear, concise, and meaningful.
This book is an enjoyable read for anyone interested in learning about charts, and a wonderful resource for those interested in improving the quality of the reports they produce.
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