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Infographics: Area Bubbles

Infographics: Area Bubbles

with Shane Snow

 


In this course, author Shane Snow shows how to create an area bubble infographic, or graphic representation of data. The course breaks down the principles of area chart visualizations and details how to calculate the dimensions of area bubbles with Microsoft Excel formulas, design and polish the infographic in Adobe Photoshop, and arrange design elements post-illustration.

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author
Shane Snow
subject
Design, Web Graphics, Charts + Graphs, Infographics
software
Illustrator CS4, CS5, Photoshop CS4, CS5
level
Intermediate
duration
24m 0s
released
Jan 31, 2012

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Introduction
Welcome
00:04Welcome to Infographics: Area Bubbles.
00:07I'm Shane Snow and I'm obsessed with infographics.
00:10I'm an adviser to the infographics firm, Visual.ly and I have been designing
00:15infographics for the last five years.
00:17In this course, we're going to cover the principles behind area charts, a very
00:22common type of infographic, of which area bubbles are one example.
00:25Then we're going to get our hands dirty with real data and calculate formulas.
00:29We will use those calculations to re- create a very cool infographic about
00:33brands on Facebook.
00:35We will also get to talked about how to get creative with the shapes you use for
00:39your area charts, and how to bring your entire infographics design together,
00:43adding exciting details to make it your own.
00:45This course is part of a series on the fundamentals of infographic design, and
00:49when you're done, you'll have a solid foundation for how to approach your own
00:53area visualizations.
00:55Well, our infographics aren't going to make themselves, so let's get to it.
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Using the exercise files
00:00If you are a Premium member of the lynda.com Online Training Library, you have
00:04access to the exercise files used throughout this title.
00:07The exercise files are in the Exercise Files folder, which I have placed on the desktop.
00:11You can store it wherever you like.
00:13There are files for most movies.
00:15It is not necessary for you to use these files.
00:18You can use files of your own in place of them.
00:20If you are a monthly or annual subscriber to lynda.com, you don't have access to
00:24your exercise files, but you can follow along with your own work.
00:28Let's get started!
Collapse this transcript
1. Creating an Area Bubble Visualization
Understanding the principles of area visualizations
00:00Area visualizations are charts where the area of a shape represents some bit of data.
00:05In the next several videos, we're going to learn how to create an area
00:08visualization using circles or bubbles
00:11to re-create an infographic that originally appeared on mashable.com.
00:15But first I want to dig into the principles of area diagrams.
00:19Area charts are all about comparing objects side-by-side and showing the scale
00:23of the difference at a glance, rather than by reading long strings of numbers.
00:27The size of the shape you draw in an area chart maps to some uniform measurement
00:31of objects you're comparing.
00:33What that means is we need to be dealing with like units of measurement for
00:36all of our data, then we need to map that data down to a formula so we can
00:40draw the correct sizes.
00:41We will have to produce precise calculations and measurements, and that means
00:45using spreadsheet software and some mathematical formulas which we will get
00:48into in a later video.
00:50You can use any shape for area chart, so long as the comparison of the shapes
00:54makes it easy to decipher what you're getting at.
00:56In our case, we will be drawing circles and calculating the area for the
01:00infographic in this course.
01:02Effective area charts ideally save you time to digest the information being presented.
01:07If the chart doesn't make things simpler to understand, it's not working.
01:11I call circular area visualizations area bubbles, and in the next few videos we're
01:15going to learn how to mathematically calculate the dimensions for your own
01:19area bubble charts and then draw some together.
Collapse this transcript
Using Excel formulas to determine bubble sizes
00:00A big mistake designers make when creating area visualizations, is they just
00:03eyeball the shapes when they draw them.
00:06The problem with that is you distort your data and risk losing your credibility.
00:09The purpose of data visualization is to let the data speak for itself,
00:13quickly and efficiently.
00:15You're not doing that unless your design corresponds to actual data.
00:19In this video we're going to walk through the math behind a circular area
00:22visualization, or bubble chart, and use it to start to re-create this infographic
00:27that originally appeared on mashable.com.
00:30First things first, we want to start out with data that we can use to
00:33create area bubbles, and we want to convert all our data points to the same
00:37units of measurement.
00:38We've got that taken care of here in our Excel spreadsheet, which is included
00:42in the exercise files.
00:43You can see here our first two columns contain our data.
00:47We have the biggest brands on Facebook, 12 largest brands in terms of number of Facebook fans.
00:51In column B, we have the actual number of Facebook fans as of the time of this infographic.
00:57We're going to take this data and turn it into circles where the area of the
01:01circle corresponds to the size of each brand's fan base.
01:04So we want to know the diameter of the circles we should be drawing.
01:09So we're going to create a formula that gives us the diameter as the output
01:13based on the area that we have here.
01:16To make our formula, we first need to know the mathematical equation for the
01:20area of the shape we are drawing.
01:21In this case, it's a circle.
01:23The area of a circle, I have included down here.
01:26It's pi times the radius of the circle squared, or if you want to talk in terms
01:31of diameter, it's pi times one half the diameter squared.
01:35We want to reverse engineer this equation so we get diameter as the output,
01:39since we already know the area, here, the number of Facebook fans.
01:43The area bubbles we're drawing are showing a comparison between one another.
01:47So the first thing we want to do is we want to compare everything to the largest
01:50brand, we are going to compare everything to Starbucks, so we will set it's
01:54initial diameter to 100, representing 100%.
01:58So we can see what percentage of Starbucks each of these other brands makes up.
02:02We will do this to start, and then we can change this number at anytime and all
02:08the brands underneath it will update accordingly.
02:10To make our Excel formal a little less complicated, we are going to do each step
02:14in the calculation in its own column here, across the rest of the spread sheet,
02:18and if you need to cheat, I've created this sheet here called Completed Data
02:23that has all the calculations done already and all the formulas in place.
02:27You can refer to this when you are doing your calculations, or you can follow along.
02:31So the first thing we need to do to take the area of the circle and pull out the
02:34diameter is take the square root of the area.
02:37To do that I will click here and press the = sign on my keyboard, which
02:41starts our formula.
02:43Now I will select the number of Facebook fans, which is our area, and take it to
02:46the one half power, which is the same thing as a square root, so I will hold
02:49Shift and press 6, which gives us a caret, and in parenthesis I will put 1/2.
02:531/2 power is the same thing as a square root.
02:57So when I hit Enter, here we have the square root of our number of Facebook fans.
03:02In the next column, we'll divide this by pi.
03:04So equals, I'll click here to get our square root, and then divide by 3.14.
03:10Down here I have included the approximation for pi which is 3.14 in case you need it.
03:14We'll hit Enter, and now finally because we have just calculated the radius,
03:19but we need the diameter, we will times this by 2, equals this column, time 2.
03:25But now we want to compare everything to Starbucks.
03:28So we want to make this output 100.
03:30So to do that, in this colored column, I will hit equals, take our output
03:35diameter, times it by our target diameter that we want to compare to, and then
03:40divide by the output again.
03:43This is going to give us 100, because we are essentially dividing out this
03:46column twice, but because we are going to copy this formula down to everyone
03:50else, we want everyone to be compared to Starbucks.
03:52So what I will do is I will set absolute cell positioning by putting a dollar sign in
03:56front of the C and the 2 and the F and the 2.
03:59This means anytime this formula is copied, it will point to these two cells.
04:03So now you can see I hit Enter and we have 100.
04:06Now we are going to select these calculations and you will see here on the
04:10bottom right corner of my selection there is this little blue box.
04:12When I hover over it, my mouse turns black.
04:15If I click and drag that down, it's going to copy all of these formulas into our rows.
04:19So you can see if we click on Coca Cola, we've just calculated that Coca Cola
04:24is 99.1% of the size of Starbucks.
04:27These are pretty scary decimals.
04:30So we want to round these to the nearest whole number.
04:32To do that, in our final column, I will hit equals, and type in roundup, open
04:36parenthesis, click on the column we want to round up, and then we want to set the
04:41number of digits we want to round to.
04:42So I'll hit a comma, and then a 0, because we are going to round up to a whole
04:46number with 0 decimal points.
04:48I will close the parenthesis and hit Enter.
04:51Now if I click and drag this formula down, you can see we get nice rounded
04:55numbers, rounded up to the nearest whole number.
04:58If you look back at our practice canvas, which we're using to draw this
05:00infographic, you will see that it's 640 pixels wide.
05:04So if we draw Starbucks with 100 pixels, that's going to be pretty small
05:08on our infographic.
05:09Let's pick a size that's a little bigger, so that we can get a little better comparison.
05:14You can change this number here for our original diameter, to anything you
05:17want, say 500, and it will give us a different number pre-calculated for all
05:22the rest of our brands.
05:23Since its 640 pixels wide on our canvas, let's choose 275.
05:29Now as you can see here all these are updated.
05:31So now in the next few videos, we can draw our circles to these sizes
05:35and anytime we want to change them, all we have to do is change this original number.
05:40So that wasn't so bad, was it?
05:41You can use these same concepts to figure out any shape of any
05:44area visualization.
05:46Circles and squares are a little more straightforward to calculate than say
05:49hexagons, but all you really need to do is look up the formula for the area,
05:53and then reverse engineer it to figure out how big to draw your shapes, and now
05:57that this math business is over, we can get on to the fun part, illustrating
06:01our infographic.
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Drawing area bubbles to scale
00:00In the last video we started working on re-creating this area bubble infographic
00:04about brands on Facebook.
00:05We used Excel to calculate how big we need to draw our circles or bubbles
00:10according to the number of Facebook fans each brand has.
00:13Now that we know how big of diameter we need to draw for our area bubbles, in
00:16this video, we're going to draw them to scale using Photoshop.
00:20Here we are in Excel with our completed data document.
00:23In the far right column we have the diameters of the area bubbles we want to draw.
00:27So we're going to go from Excel to Photoshop back and forth to draw these bubbles.
00:32We'll start with the first one.
00:33275 pixels is the diameter that we want to draw for Starbucks here on this first row.
00:39Here in Photoshop, we have the exercise file for the practice document for
00:43drawing area bubbles.
00:45You can see we have an area bubble here already, but I'll delete it since
00:48we'll be re-creating it.
00:49The first thing we want to do is use the Shape tool, which is over here on the
00:52toolbar, or it's the U key.
00:53We'll make a white shape and we're going to draw a circle.
00:58Hold down Shift, so you can draw a circle perfectly round.
01:00And here as you draw this, you can see we have no way of knowing how big this circle is.
01:05We want it to be 275 pixels wide.
01:07So, the easiest way to do this is to go here to the toolbar to Window > Info.
01:12In this Info panel, down here on the bottom right you'll see width and height.
01:17This will tell us the width and height of our shape as we draw it.
01:20So watch as I draw this circle.
01:21You can see the width and height getting bigger and smaller, but these units that
01:26it's using are inches.
01:28So, let's go change that to pixels.
01:31Here on the toolbar click Photoshop > Preferences > Units & Rulers, and here
01:36where it says Rulers, let's change that to pixels.
01:40Now as we click and drag our shape, you can see the units are pixels.
01:44Let's make this 275 pixels and then release.
01:48This is our first circle for Starbucks.
01:51So, we'll stick it over here in the corner and now let's go back to Excel and
01:54grab the next couple.
01:56The next one for Coca Cola is 273.
01:59So again, I'll use the Shape tool and I'll keep an eye here on the Info panel.
02:03I'll hold Shift and I'll drag this to draw a circle till I get 273.
02:10I'll move it out of the way.
02:12 We'll do one more.
02:13Let's do this one here for Converse, 198.
02:17You can zoom-out if you want, in case you want to see the whole canvas while
02:22you're drawing, but as you draw you'll notice that the numbers jump in
02:25increments by 2 or 4.
02:28So sometimes it'll be hard hit that number you're trying to hit.
02:30In our case, 198 is kind of hard to reach.
02:33So we're going to zoom-in until we zero in on 198 pixels.
02:43There we go.
02:44I'll let you finish drawing these bubbles based on the calculation we did.
02:48Make sure to keep track of which bubble is which, because we're going to
02:51draw labels next.
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Labeling the area bubbles
00:00Here we are in the middle of re- creating our area bubble infographic.
00:04I've drawn all 12 of our bubbles to scale using what we went over in the last two videos.
00:08Now, let's make sure we put some labels on these area bubbles before we
00:11start moving them around.
00:13We don't want to lose track of what's what.
00:14In fact, you'll often want to start labeling your shapes as soon as you
00:17start drawing them.
00:18In our case, I arranged the bubbles from top to bottom in the order they
00:22appear in our spreadsheet.
00:24In this video, we're going to whip-up some labels, and then we'll get ready to
00:27move them around for creative placement.
00:30As we can see here, the original design for this infographic used the logos for
00:34each brand as the labels.
00:36If you're using logos or images as labels, you can paste them onto a layer above
00:40your bubbles, linking to them afterwards.
00:42In our case, we're just going to use text to label the brand and the number of
00:47Facebook fans the brand has.
00:48So, first let's go back into Excel and take a look at our first brand.
00:53The first label we'll do is Starbucks.
00:55It has 16.8 million fans.
00:58We drew it to 275 pixels in diameter, but the label we want is the actual
01:02data, 16.8 million.
01:05So I'll go back into Photoshop and put this label on the first bubble.
01:09Here we are with the first bubble, Starbucks.
01:11I'll select this layer, and then we'll use the Text tool to draw on top of it.
01:17I want to put the label in the exact center of this bubble, but for now you can
01:21just click somewhere inside of it.
01:23Using the Text tool, I want to make sure that text is black and I'm using Myriad Pro.
01:27So, we'll type in Starbucks, hit Enter, 16.8 million.
01:33Now I want Starbucks to be a little more emphasized than the number below it.
01:37So select this number, change it to Regular font, 24 point.
01:42So now to align this perfectly in the middle, we'll select both the label and
01:48the bubble, and go up here to the toolbar and align the vertical centers and
01:52the horizontal centers.
01:53With two clicks it's now centered exactly.
01:56Let's do the next one.
01:58Back in Excel, we'll take Coca-Cola with its 16.5 million Facebook fans.
02:04To make this label, I want to use the exact same font and style as the first label.
02:08So I'll just copy this label for Starbucks.
02:11I'll hold down the Alt or the Option key, and then left click and drag that label over here.
02:16You can see it disappeared behind our bubble that we want to use for Coca-Cola.
02:20So here on the Layer palette, I'll click that layer and I'll move it up either
02:24above this layer, if I can figure out which one it is, or just at the top of our canvas.
02:29Here we go.
02:32Now I'll edit this to say Coca Cola and 16.5 million.
02:37We'll align these by selecting both layers and clicking these align horizontal
02:42and vertical centers.
02:44Zooming out you'll see that some of our bubbles get kind of small.
02:47What if we have a label that doesn't fit inside of the bubble?
02:50As you can see here, our 9th label, or the 4th one from the bottom on row 10, is
02:56Converse All Stars, which is a pretty long name.
02:58They have 7.1 million Facebook fans and I'm not sure that'll fit in our bubble.
03:03So, we'll draw this to the side.
03:04I'm going to copy Coca-Cola down to the 4th bubble from the bottom, and zoom-in.
03:15And label it Converse All- Stars, 7.1 million fans.
03:23This label is way too big, and even if we put it on two lines, it fills up most
03:27of the bubble, which doesn't look good.
03:30So I want to put it to the side of this bubble and draw a line from this label
03:33into the center of the bubble.
03:34I'll draw the line using the Shape tool, and I'll select the Line tool with a 3
03:39pixel weight, with the color black, so that matches the label.
03:42I'll click and drag here into the bubble holding Shift, so the line is perfectly
03:46horizontal, and now, when I let go, I want to align all three of these shapes,
03:51so that the line, the label and the bubble are vertically centered.
03:55I'll do that by selecting the shapes and clicking Align vertical centers. There we go.
04:00Now our label is pointing directly to the center of our bubble.
04:04We can move it out a little bit if we want;
04:05holding Shift, to make sure it stays in place.
04:11In this infographic, you can see that our bubbles are all relatively large.
04:15In some cases when the size of your comparison varies dramatically, some of your
04:19bubbles will be really small.
04:21In that case labeling your bubbles from the side is almost always the best way to go.
04:25I try to label my elements as soon as I can, at least in a rudimentary fashion,
04:29but often with a permanent label, so that I don't lose track of anything as I
04:33start to move stuff around.
04:35In the next couple of videos we're going to do just that, but first, I want to link my labels.
04:40Zooming into Converse, I'll select all three labels and then go to here to the
04:44bottom of the Layer palette and click the Link button.
04:47This way any time I move my bubble, everything comes with it.
Collapse this transcript
2. Adding the Finishing Touches
Adding details to area bubble graphics
00:00We've been working on constructing an area bubble visualization.
00:03For this particular project I wanted to make circles that looked like actual bubbles.
00:08This is the kind of creative flair you can think about to enhance any infographic.
00:12You start with the initial shapes that you calculate with math and then dress
00:15them up to fit the theme or the flow of the overall graphic.
00:19In this video, we'll learn how I did it in this graphic.
00:21So, here we're looking at our work in progress with the area bubbles that we've
00:26calculated, drawn and started to label.
00:28The first thing I want to do is work on making the Starbucks circle look like a
00:33real bubble, and then we'll re-create that effect across all of the circles.
00:37Zooming into Starbucks, I want to select this circle that we have for Starbucks
00:41and change the transparency, because bubbles are a little bit transparent.
00:45I'll press the 4 key on my keyboard to give it 40% transparency, or over here
00:49on the Layers palette, I can adjust the Opacity here.
00:52Because we're on a gradient background here at the top, you'll see that as we
00:56move, the color will change just like a real bubble would change.
01:00Now say we wanted to duplicate this transparency across all of our circles with
01:04the minimum amount of work.
01:05Here's how we'll do it.
01:07Select this circle;
01:08go over to the Layer palette, right -click and click Copy Layer Style.
01:13Now we'll zoom-out, and we'll select the rest of our circles.
01:19Make sure not to select the labels or the lines.
01:22Once you have those selected, right-click on any of those layers and click Paste Layer Style.
01:27There we go.
01:30As we can see, all of the bubbles are now 40% transparency.
01:35Going back to Starbucks, I want to draw a cartoon gleam effect to make it look round.
01:40We can also make these look round by adding gradients, but this is the way I
01:44want to do it because of my own artistic style.
01:46I'll select the Starbucks bubble, and open up the Pen tool by pressing the P shortcut key.
01:51I'll make sure the color is white.
01:54And then somewhere near the top of the bubble I'm going to click one point,
01:58come over here to the side of the bubble and click again, and hold and adjust,
02:03so that I can make a curve that roughly approximates the curve of the circle,
02:06and maybe a little bit more.
02:08Now I'll hold down Option, and click the bottom point again to discontinue that
02:12curve, and I'll go and I'll click the top point once more and hold and drag out
02:16until I get this little crescent shape.
02:18You can adjust this however you want.
02:20You can even come back with the Direct Selection tool and click on this to
02:25adjust any of these curves or the points, like so.
02:29Now you'll notice that our layers are probably starting to get a little bit out
02:31of hand, and so before I start copying this gleam effect to our other bubbles, I
02:36want to rename this layer to Gleam.
02:40In the next video, we'll work on organizing and arranging our layers and also
02:43organizing our canvas, but for now, I want to copy this gleam and make all of
02:47our bubbles look round.
02:49To do this, I'll select the crescent we just made with the Move tool and I'll
02:53hold Alt or Option to copy it and bring it over to my Coca Cola bubble.
02:57If you need to, you can move it up to the top of the Layer palette.
03:01We're going to group these layers later.
03:05Now I'll zoom-out, and I'll copy this over to some more bubbles.
03:08But what happens when we start getting to smaller bubbles?
03:13Should the gleam be the same size?
03:14You can keep it that way if you want but it might look weird.
03:17So what I like to do is use the Move tool to show the transform controls and
03:21hold Shift to size it down slightly with each one.
03:26If you really love math and spreadsheets, you can actually calculate the size
03:29of this crescent should be using Excel in the same way we calculated the
03:33bubbles, but because this is an artistic detail that goes on top, it doesn't
03:37really matter so much.
03:38You can see our bubbles are starting to take shape.
03:40This is a pretty simple way to create a bubble effect and it gets the job done,
03:44but you can and should use your own techniques and artistic style to riff off of
03:49the shapes you draw in your area graphics, to make them fit the subject matter
03:52and your own aesthetic sense.
03:54Now that we've got the area bubbles looking how we want them, we're going to do
03:57some arranging and adjusting in the next video.
Collapse this transcript
Adjusting and arranging elements post-illustration
00:00In this video, we're going to work on some creative placement for the bubbles we
00:03have been designing, in our re-creation of the mashable infographic we've been
00:07using for this course.
00:08When you design infographics, you typically want to think not only about how
00:11your diagrams look, in this case our area bubble visualizations, but how all
00:16your elements come together as a larger design.
00:18That's one of the funnest parts about infographics in my opinion.
00:22In this graphic, I want to create an effect with the bubble, so it looks like
00:25there's a stream of air bubbling up from the bottom of the ocean.
00:28The first thing I want to do is combine our bubbles and labels into groups.
00:32Since we have so many of them right now, we don't lose them or lose track of anything.
00:36So I am going to zoom in and show you how to do this.
00:39It's pretty simple.
00:40Select the layers you want to group together, before we talked about linking
00:43layers, you can also drag the layers you have selected here in the Layer
00:47palette, down to this group icon, and we have just created a group.
00:50Now we can name that group according to the label we have for it, in this case, Starbucks.
00:55We will do the same thing with Coca Cola.
01:03Now we can do the same thing with all the others coming down in our group.
01:07There we go.
01:08Now we have all of our layers grouped according to the brand that it corresponds to.
01:13You can see we haven't finished all of our bubbles, but you get the idea.
01:16Now when you're doing this, make sure you select up here on the toolbar, Select
01:20Group instead of Select Layer.
01:22So that when you click on a group, you can move the whole group like this,
01:27rather than if you select Layer, you move just the label or just the bubble.
01:32So I am going to select Groups, and now we want to do some creative placement.
01:37I will start at the bottom.
01:39Now I'm going to move things around using my Move tool and using my arrow keys, to
01:49simulate the sort of snakey, bubble effect.
01:55You can play around with this however you want.
01:58If you want to make this weave a little bit more this way, we can.
02:03The idea is, I want to make this shape overall look like it's flowing from the
02:10bottom, with perhaps a little bit of randomness too.
02:13If you want to move all of your layers up a little bit to give yourself more
02:17room, just select them.
02:18And then you can move them up.
02:20If this were a complete infographic, we would be working off a wireframe, which
02:25would probably include some space for a title and credits.
02:27It's very important to give credit to the sources of your data when you
02:30create infographics, but for our purposes here, since we are just working on
02:34specifically how to create area bubbles, we don't need to cover titles and sources.
02:38However, if you are interested in that topic, please check out the course
02:42Infographics: Visualizing Relationships, where we walk through creating an
02:45entire infographic.
02:47Also, if you are interested in wireframes, be sure to check out the course
02:51Infographics: Planning and Wireframing.
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Conclusion
Final thoughts
00:00This course is part of a series of infographics lessons on lynda.com.
00:04We've spent time getting to know the principles of area diagrams, or bubble
00:08charts, and I hope you had as much fun as I did in recreating this area
00:11bubble infographic here.
00:13But please join me for my other infographics courses, like
00:16Infographics: Visualizing Relationships, and a the theory-based course, Infographics:
00:20Planning and Wireframing.
00:22Until then, good luck with those spreadsheet calculations and
00:25happy infographing!
Collapse this transcript


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