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Infographics: Planning and Wireframing

Infographics: Planning and Wireframing

with Shane Snow

 


Join Shane Snow as he reviews the first steps in creating infographics, graphic representations of data—organizing sample data and preparing a wireframe. The course takes a tour of several data visualization examples and explains how to select appropriate data, how to organize data in a spreadsheet, and how to prepare a basic wireframe of the infographic in Photoshop.
Topics include:
  • Planning a wireframe
  • Finding stories in the data
  • Choosing the right visualizations
  • Planning the dimensions of the infographic

show more

author
Shane Snow
subject
Design, Web Graphics, Charts + Graphs, Infographics
software
Illustrator CS4, CS5, Photoshop CS4, CS5
level
Intermediate
duration
40m 56s
released
Jan 17, 2012

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Introduction
Welcome
00:04Welcome to Infographics: Planning and Wireframing. I am Shane Snow.
00:08In this course, we're going to cover gathering data, and organizing it in
00:12spreadsheets, which will help us to
00:14find interesting stories that make for
00:16great infographics.
00:17We'll also talk about the different types of data visualizations, and awesome
00:21charts you can use for your infographics.
00:24All of that leads up to the real planning for an infographic;
00:27choosing the dimensions, and drawing a wireframe skeleton of your infographic layout in Photoshop.
00:33In this course, I am going to show you how spreadsheets and
00:36wireframes can help you save time, and create infographics that really rock.
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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.
00:13You can store it wherever you like.
00:14There are files for most of the movies.
00:17It is not necessary for you to use these files.
00:19You can use files of your own in place of them.
00:21If you are a monthly or annual subscriber to lynda.com, you don't have access to
00:26the exercise files, but you can follow along with your own work.
00:29Let's get started!
Collapse this transcript
1. Gallery of Projects
Examining the Social Good infographic
00:00Infographics are more than just a collection of charts thrown together on
00:03a funky background,
00:05although that's often what new designers do. In this video, we're going to walk
00:09through an infographic about charity donations that originally appeared on
00:12mashable.com, and I am going to explain the considerations that went into
00:16planning and wireframing the layout.
00:19Since Mashable is a blog, it had a dimension constraint of 640 pixels in width.
00:24There was no height constraint,
00:26so I had to take advantage of that, and build this infographic in a vertical layout.
00:31Because the dimensions of this graphic will likely require a lot of scrolling, I
00:35wanted to draw attention with a powerful statistic, and an image to draw viewers
00:39in to the rest of the graphic.
00:41As you can see from the zoomed out view, I divided the graphic into four
00:45horizontal sections, each of which had its own different way to visualize a
00:49different set of data.
00:50There is a lot of text, but all of it was positioned deliberately to convey
00:54curvature, and flow from top to bottom.
00:56So as you can see, below the initial image, we have four sections;
01:01one, two, three, and four.
01:05Now that we have seen the overall layout, let's zoom in and take a look at
01:08each of these sections.
01:09The first section is a line graph drawn with a cartoon rocketship to indicate
01:13the portion where the growth really starts to take off.
01:16Below that, we have a separate set of data showing donations by group, which I
01:21illustrated with what I call an iconographic --
01:24some people call them glyphs -- with numbers typed out below.
01:28So you can see, we start with Sputnik and end with Battlestar Galactica to
01:32represent the data in this section.
01:34This third section is essentially a table, or a list.
01:38Sometimes people call this a pedigree chart, if there's a relationship between
01:42what's on top and what's on bottom, but in this case, the client just wanted to
01:46list out the organizations in a table view.
01:49In the final section, a cartoon satellite and a cell phone are illustrated next
01:53to a paragraph explaining what's going on at the bottom, and beneath this, there
01:57is a pictograph indicating how many donors gave money online that year.
02:01I used the comic artwork, the fun elements, like spaceships, and the humor at the
02:05bottom to balance out the seriousness of the topic, and the text heaviness that
02:09the client asked for.
02:11This is an example of a very typical infographic you might see on a blog.
02:14I could have illustrated this data in a number of ways,
02:18and in the next few videos, we'll be exploring ways to not only plan around the
02:22data you want to display, but we'll learn how to get outside of the box with
02:25your infographic designs.
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Exploring the Dogs of War infographic
00:00Infographics can be an incredibly effective way to demonstrate the complex
00:03relationships found in data, or the relationships between different people or objects.
00:08In this case, we're looking at the relationships between Google, Microsoft,
00:12and Apple's products.
00:14In this video, I'm going to explain the planning and wireframing process that
00:18went into this infographic, which was originally on gizmodo.com.
00:22This infographic had no particular dimension constraints, and since there are
00:26three factions being represented -- Apple, Microsoft, and Google -- I decided to go
00:31with a horizontal layout that was just wider than a square so I could arrange the
00:35companies in an equilateral triangle.
00:38Each company had its own color: purple for Apple, blue for Microsoft, and red for Google.
00:45And where the company is intersected, I drew a box to look like a little bomb or
00:49explosion to contain the information about that particular intersection.
00:53You'll see they're not all exploding in the exact same shape and size, and in
00:56this type of relationship diagram, that's okay, because the point is to show the connections.
01:01When I initially drew this graphic, I figured out, first, how many three-way
01:05connections there were between the companies, and I drew a blank box for each,
01:09and placed it in the middle of the graphic.
01:10Then I drew a box for each of the two- way relationships between Microsoft
01:14and Apple, that didn't include Google, and the same for Microsoft and Google,
01:19and Google and Apple.
01:20Having figured out that there were four two-way relationships between Microsoft
01:24and Apple, I had to adjust the position of all the boxes to leave room on the
01:28side for those four Apple Google bombs.
01:31In the middle I wanted to go for a haphazard, bombs exploding feel, but with a
01:36degree of symmetry. You can see that the inside bomb boxes roughly form an oval,
01:42or three rows pinched at the ends.
01:45You'll also notice that there is no title for this infographic.
01:49I wanted the content of this graphic to speak for itself.
01:52When this infographic was published, readers were quick to complain that the
01:55graphic supposedly favored Apple. That illustrates a good lesson about the
01:59possible, unintentional implications in the placement of important elements in
02:03your infographic layouts.
02:05By putting Apple on top, many readers assumed it was the most important, when in reality,
02:10the point was to show the relationships between these three companies.
02:14An infographic with a lot of data points, or complex relationships to be
02:17visualized, takes a great deal of upfront planning.
02:20This graphic is a good example of how you could end up spending much longer
02:25working on an infographic if you did not plan it before
02:28you started building a high fidelity version.
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Reviewing the Web Designers vs. Web Developers infographic
00:00Infographics can be an awesome way to compare and contrast two competing things,
00:04whether they're objects, ideas, or even people.
00:07The important thing is that an infographic can help you compare data in an
00:12interesting and easy to consume way.
00:14In this example, I'm going to walk you through perhaps my most well-known
00:18infographic, which originally appeared on sixrevisions.com.
00:22It's part comic, part diagram, and despite its humorous nature, was
00:26structured very deliberately.
00:28Since this was going to be a one on one, head to head comparison of data around
00:32two different parties -- Web designers, and Web developers -- I wanted to convey
00:37symmetry with the layout.
00:39So in the zoomed out view, you'll see there are three horizontal sections, each
00:44with its own goal, or its own data to convey, and each with its own different
00:48height and emphasis.
00:49This graphic is tied together visually with the Venn diagram at the bottom,
00:53showing the convergence of the two sides of this head to head battle.
00:57Zooming in, we take a closer look at the details of this layout's symmetry and flow.
01:02The first section is really just a satire; a comical depiction of stereotypes
01:06had in the Web design and development community.
01:09Each character has little callouts that explain their shirt, their stubble,
01:13their gadgets, and etcetera, but it's tied together in the middle with this
01:18common element, and you'll see that the overall image takes on an N shape, which
01:23helps bring the reader's eye from one character to the other.
01:26Continuing down, we have a pictograph showing the balance between the number of
01:30jobs held in the U.S. by each character.
01:33You can see that the balance is clearly in the Web developer's favor, and we've
01:37also got little coffee cups filled to different heights to represent the
01:41salaries of each of these two types of workers.
01:44And finally, at the bottom, we tie it together with a Venn diagram, and a joke.
01:49The two sides of this graphic, which are separate for the duration, come together
01:53here at the bottom for some nice finale to this infographic.
01:56Zooming back out, you'll see that the footer credits are set off from the rest
02:01of the graphic using a different color, and the title up here stays out of the
02:05way of the focus of the graphic; the two characters.
02:08There are a million ways to draw an infographic based on a given set of data.
02:12This is an example of just one of many ways this subject could have been visualized.
02:16By being deliberate with your planning, you will be able to wrap up the data you
02:19want to visualize into nice packages, which is what infographics are all about.
02:23We'll learn more about all of that in the next few videos.
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Reviewing the project for this course
00:00We've just looked at a few examples of different types of infographics, and the
00:04high level considerations that went into their layout planning.
00:07Now I want to show you the infographic that we're going to use for the rest of this lesson,
00:12as we walk through, step by step, how to go through the planning and wireframing
00:16process from start to finish.
00:18This infographic is about nonprofit donations, and the goal of the graphic was
00:23specifically to show how people who donate online compare with those who donate by mail.
00:29From top to bottom, you can see this infographic has a long vertical layout, and a
00:34nice flow that starts with the airplanes flying across the screen, and descends
00:38into little parachutes falling to earth.
00:40As with other infographics we've looked at already, because this is a vertical
00:44layout, and because we will be illustrating several sets of data together in one
00:49infographic, this layout is set up with multiple horizontal sections.
00:53Let's zoom in and take a closer look.
00:55The airplane and cloud theme were all nice illustrative touches that make
01:00this graphic come alive, but if you take them away, what we have is a series of charts.
01:05Before drawing an infographic like this, you've got to first come up with the
01:09data, and find the stories you want to tell within that data, and then you've got
01:13to lay out a wireframe.
01:14Throughout the rest of the course, we'll get more into how all this is done, but
01:18first, let's take a look at the wireframe for this infographic.
01:21As you can see, it's really just a bunch of boxes roughly positioned where we
01:25want our different sections to go.
01:27The nice thing about wireframes is it's a lot easier to move and manipulate
01:31basic boxes like these, than to draw, move, and redraw high fidelity charts when
01:37you change your mind about the layout placement.
01:39In the next few videos, we'll walk through how this infographic was planned,
01:43wireframed, and prepped for final illustration.
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2. Planning and Wireframing
Intro to planning and wireframing
00:00Welcome to Infographics: Planning and Wireframing.
00:03In the next few videos, we're going to talk about everything you'll need to
00:07know to intelligently plan out an infographic project, and build a wireframe like this.
00:11Many designers simply take some piece of information and plop it onto a canvas
00:16when trying to do infographics, but infographics aren't very effective unless
00:19they're well planned, and the information is actually interesting.
00:23In other media, for example, a poorly written blog won't have any readers.
00:27A newspaper that consistently prints boring stories will go out of business.
00:31In the same way, infographics are not novel.
00:34Anyone, in Photoshop, could, in theory, draw an infographic, and as such, to be
00:38successful, infographics have to be useful or interesting in order to be shared
00:43and appreciated by your audience.
00:45Infographic literally means information graphic, and it's a popular term
00:49for data visualization.
00:51Data, or information, is essential to an infographic's success,
00:55so part of creating a successful infographic is finding data, sorting through
00:59it, and organizing it, so you can illustrate it accurately.
01:02That means one of the most useful tools in infographic design is actually not a
01:06design tool; it's spreadsheet software, like Microsoft Excel.
01:10Here we are in Excel, looking at the data that we used for the infographic that
01:14we'll be recreating.
01:15I organized the data with each sheet representing a different chart that we'll illustrate.
01:21This course is going to focus on organizing data, and using it to produce an
01:25outline for your infographic.
01:27This outline is called a wireframe.
01:29As you can see, we have in front of us an example of a basic wireframe for the
01:32infographic we'll be recreating in this course.
01:35Wireframes give you the flexibility to plan and move elements before final
01:38illustration, and in the long run, they'll save you a lot of time, especially
01:43if you have someone else who needs to review or approve your design before you publish.
01:47Imagine that you illustrate an entire infographic, spending hours of work, only
01:51to have your boss or client tell you the dimensions need to change, or they
01:55don't like the layout.
01:56By putting together a wireframe outline of your graphic, you'll not only save
02:00yourself the headaches of rework, but you'll also be able to plan your
02:03infographic concept from a high level, and figure out how it will flow
02:07together before you start.
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Determining what to visualize
00:00When you look at the final version of an infographic, like the one we'll be
00:03studying in this lesson, you can obviously learn a lot from what's illustrated
00:06in the graphic; that's the point of an infographic.
00:09But as a designer, you're always making decisions on what not to illustrate as well.
00:13As is often the case in creative work, less is usually more when it comes to infographics.
00:18In this video, I want to talk from a high level about how to determine what to visualize.
00:23In many cases as a designer, you will be handed a stack of research, and asked to illustrate it.
00:29In some cases, you'll be asked to do additional research yourself. Either way,
00:33it's important to think of infographics as essentially journalism mashed
00:37together with design.
00:38You're taking research and data, and displaying it in a way that is accessible to
00:42a larger audience to learn from.
00:44As such, the research behind your infographics should be rigorous and ethical.
00:48You should always use primary sources, so sources where the research was
00:52originally conducted, rather than regurgitating Wikipedia entries.
00:56Every fact you come across on Wikipedia, or anywhere else for that matter, should
01:00have come from an original source, and you should go to that.
01:03Citing the sources your information comes from is really important for a couple of reasons.
01:07It's a way of validating that you didn't just make this information up.
01:10People can check to see if you're skewing or misrepresenting your story.
01:14The other reason is some people may want to learn more about the subject, and
01:18they'll want to know where you obtained your research.
01:20Many infographics are generated from a single data source. That's fine if it's a
01:24unique proprietary data source,
01:26like in the case with this infographic we're currently working on. We're drawing
01:30this infographic based on the research of one specific report,
01:33and we're labeling the infographic so everyone knows that's what we're doing.
01:36In many cases, however, you're going to want to have multiple sources to back up
01:40your data, so no one can accuse you of bias, and also so you can double check
01:44whether your data is correct at all.
01:47In the case of the infographic we're working on in this course, we've been
01:50handed at a Word document that contains a summary of a research study done by
01:53Blackbaud, who interviewed hundreds of nonprofits about where their
01:57donations came from.
01:58Blackbaud had questions about the value of offline versus online
02:02giving, and put those questions to their customers, and others, in order to
02:05compile the report.
02:06So with this report in hand, we need to start by asking ourselves, who is our
02:10reader? What do we want our reader to learn? And then we'll work backwards
02:14from that, and write down more granular questions that we want to answer for our readers.
02:18In this case, the readers are small businesses and nonprofits who are thinking
02:22of starting to collect online donations.
02:25Questions they may want to know are, is online giving better than offline giving?
02:29We could also ask, is online giving larger or smaller, and by how much? Is it growing?
02:35Is it cannibalizing offline giving, or is it increasing the market?
02:38Will offline giving go away?
02:40And finally, what can we learn about people who donate both off and online?
02:45With those questions in hand, we can now go look through the data to find
02:48answers, and see if those answers are compelling enough to visualize.
02:52As you can see, this report comes with some charts already, which we can reproduce
02:55if we want, or we can illustrate them differently.
02:58Upon inspection, you'll notice that some of the data doesn't answer our
03:01questions very well,
03:03like this statistic about the percentage of organizations that collect $1000
03:06plus donations online.
03:08We don't have data for offline donations to compare this with, so it'll be
03:12out of context when we illustrate it, and it doesn't answer the questions
03:15that we have in our minds.
03:16On the other hand, the data here that says 79% of donations come from mail is
03:20very interesting, and we'll use that in our graphic.
03:23Let data drive the decision making process as you design your infographics, and
03:27determine what to visualize.
03:29You may just determine that the story you want to tell is better suited
03:32for another medium.
03:33For example, if it turns out that online giving was 0% of donations,
03:37that might be better said than illustrated.
03:40Two good rules of thumb for determining if your story is worth visualizing as an infographic.
03:44One; is the data interesting to the audience?
03:47And two; can the subject be easier, or more fully understood, via imagery than plain text?
03:53Once you know what you want to visualize, the next step is to extract the
03:57information from our report, and organize it cleanly in a spreadsheet using
04:00Microsoft Excel. We'll do that in the next video.
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Organizing your data in a spreadsheet
00:00Sometimes the data you'll collect for an infographic is straightforward, or
00:03even sparse, but often you'll be sitting on a mountain of information.
00:07I prefer to put all of my data into spreadsheets, so I can easily sort it, and
00:12look for stories within it.
00:13You'll also use spreadsheets for calculating formulas for the size and
00:17placement of elements you might be comparing in, for example, an area bubble
00:21chart, which we'll do in another lesson.
00:23In this video, I just want to walk through how I like to organize my data, so it
00:27can be easily sorted, and referred to while I'm illustrating.
00:31As you can see here, we've opened Microsoft Excel, and I've started creating a
00:34spreadsheet for our data.
00:36I've already filled in a few things, which I'll explain, and then we'll work on
00:39filling in some together.
00:41The first sheet I like to create is a summary of the different sections of the
00:44infographic, or of the different sets of data.
00:47I have a row for each section, with a column where I indicate if this section is
00:51going to be text only, or if there is data on another sheet in this spreadsheet,
00:55or if we are not going to illustrate the data at all, as is the case here at the bottom.
00:59Next, I create a new sheet on this spreadsheet for each of the sets of data we have.
01:05So in this case down here, we can switch to Online giving keeps growing, and I
01:08put in the three points of data here in these two columns;
01:12the size of the organization, and the year over year percent change.
01:15I have also done this with another point of data, and now we are together going
01:20to add the third sheet of information.
01:22To add a new sheet, hover your mouse down on the little Plus sign, where it
01:26says Insert Sheet here at the bottom. Click on that, and it will give you a new
01:30spreadsheet. Double-click the title, and you can give it a new title of our own.
01:35In this case, let's go back and think of a title that will work.
01:38Let's create a sheet that talks about how more new donors are coming in online every year.
01:43So our sheet form, we will rename by double-clicking; More new online.
01:50First, I am going to title the spreadsheet with the title of the section; More
01:54new donors are coming in online every year.
01:58So in the top left cell of the spreadsheet, I am going to type in that title, and
02:02I am going to use the mouse to make that row a little bit bigger.
02:05Now let's go to our report, and find the data that we want to put in this sheet.
02:09As you can see here, we already have a little chart set up from the individual report.
02:13It's about the distribution of new donors by age, and their 2010 medians.
02:19You can see at the bottom here, we have different age groups, and each age group
02:23has two columns coming out.
02:24The orange is for Joined Online, and the green is for Joined by Mail, and each
02:28has a percentage at the top of the bar.
02:31Since there are three data points, we're going to make three columns.
02:34And since each age group has two pieces of data associated with it, we're going
02:39to make the rows be the age group.
02:41So for our three columns, we will do Age Group, Joined Online, and Joined by Mail.
02:51Now if I hover my mouse up here at the top until it makes a little crosshair, I
02:55can use that to expand the columns to sizes that make sense.
02:59So now we're going to go back to the report, and we are going to fill in the
03:03information for one row.
03:05The first age group is 18 to 24; there is 1% that joined online, and 0% that joined by mail,
03:11so we are going to put that data into the spreadsheet on the first row.
03:20Now let's go and get the next age group; age 25 to 34 had 12% online, and 3%
03:26Offline. All I'm doing is I am hitting Enter after I type in something in each
03:36cell, or I am hitting the Right Arrow key.
03:39Now I am going to go and fill the rest of this in real quick.
03:42Now that we've got all of our data from our report, we can then organize it,
03:46sort it by row, or if the data was in different unit types, we could convert the
03:50units so that everything is the same.
03:53I know that spreadsheets are not the most fun for designers to play with, but a
03:56little organization will save you a lot of time later, especially when you
03:59need to go back and update a stat, or when someone wants to see the raw data
04:03behind your visualization.
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Finding stories in your data
00:00Data visualization and infographics are all about storytelling.
00:03Telling stories through pictures, charts, and diagrams is incredibly powerful
00:07if done right, but in order to tell a good story, you have to find stories
00:11hidden in your data.
00:12In this lesson, I want to talk about three common stories to look for in the data you have.
00:16It's easiest to spot stories in data when data is organized, simplified, and
00:21sorted. That's why I like to use Excel to store data, as we've discussed in
00:24the previous video.
00:25Now let's open up the exercise spreadsheet for this video, and talk about story spotting.
00:30You may recognize this spreadsheet for multi-channel data.
00:33It's the one we started working on in an earlier video. It contains multiple
00:37tabs, each tab with a different set of data about charity donations, and it
00:41contains this Summary tab at the very beginning to tell us what's on each sheet.
00:45When you look at a set of data, the three easiest stories to spot are 1,
00:49outliers; 2, trends; and 3, counterintuitive facts.
00:53We are going to look at all three in this sheet.
00:56First, let's look at outliers.
00:58Outliers are statistics or other pieces of data that appear far outside the norm.
01:03In many cases, you'll have a group of statistics that all roughly falls together
01:07in the same general area, but one or two stats will be far above or far below
01:11that group; those are the outliers.
01:14In this example here, you can spot two big outliers; 32% and 5%. Everything else
01:20falls within more or less 10 to 25% range, with the exception of this 7% stat
01:25here on the top left, which we could say is a bit of an outlier too.
01:29What's interesting is when you start to investigate these outliers, you start to
01:32learn things that make this data really worth illustrating.
01:35Investigating this 32% outlier, we learn that apparently a third of lower middle
01:40class donors -- those between 25,000 and 50,000 a year -- joined by mail, but only 5%
01:46of the highest income bracket joins by mail.
01:48A nonprofit might be excited to know this information, because it could help
01:52them target their advertising towards these demographics.
01:55For that reason, it's a significant outlier that we might illustrate.
01:58Now let's look at how to spot trends in this data.
02:01Trends are the direction your data points flow when you compare them with one another.
02:06They are usually used when talking about time periods.
02:09Does some statistic increase over time? Does it decrease? Does it remain flat
02:14forever? Is the increase or decrease linear, or steady, or is the growth or
02:19decline exponential, or getting faster with time?
02:22In this example here, you can see that the percentage of people who donate by
02:25mail increases with age, even though we have a slight dip of 1% at age 65 to 74.
02:32You can see this trend overall increases, as we move up with age.
02:35On the flipside, you can see here that online donors trend upward until age 55,
02:41and then fall off quickly.
02:43Now let's talk about spotting counterintuitive facts.
02:46Similarly to outliers, counterintuitive data, or statistics that go against what
02:51you'd normally expect, make for especially interesting storytelling.
02:54Spotting these types of stories requires a bit more of an understanding of
02:57the subject matter,
02:58so you can know what's expected, and what's not.
03:01In this example here, we have three rows of data, but one clearly stands out
03:05as counterintuitive.
03:07If large businesses -- those over $10 million a year -- are growing at nearly three
03:11times the rate of small businesses, 55.6% versus 22%, you would expect
03:17businesses in between them to be growing at a rate somewhere in the middle, but they're not.
03:21As you can see, medium sized businesses are growing 6.1% slower than small
03:26businesses. This would lead a researcher or an infographic designer to want to
03:30explore the why behind that fact.
03:32Perhaps more research will lead us to an interesting story behind why
03:35medium sized businesses are apparently being more stingy than the others.
03:39Unfortunately, sometimes there is no story in the data you have; sometimes it's boring.
03:44It's good to find that out before you spend hours illustrating.
03:47At that point, maybe it's time to expand your research to include comparisons
03:51that will yield more interesting results.
03:53The bottom line with finding stories and data is you want to look for
03:56comparisons, and you want to look for surprises.
03:58A good book or TV show often has a twist, and good data visualization
04:03storytelling often does as well.
Collapse this transcript
Choosing the right visualizations
00:00Pie chart, bar chart, line chart, 3D hexagonal pyramid; what are you going to
00:05use to visualize your data?
00:07Remember, there is more than one way to skin an infographic.
00:10In this lesson, we're going to talk about different types of data
00:13visualizations, and when each is well suited for your purposes.
00:17Bar charts, as shown here, are good for showing basic size comparisons, especially
00:22among large numbers of objects.
00:24The length of the bar indicates the size of your statistic.
00:27As with all types of charts, the length of each bar should correspond
00:31mathematically to the data it represents.
00:34In other words, good data visualization is not just eyeballed; it's measured.
00:39Pie charts, as shown here, are good for showing the comparisons of how a certain
00:43piece of data breaks down into different groups.
00:46You use pie charts when the sum of all the parts adds up to 100%.
00:50This is an example of a pie chart used in the context of a larger infographic.
00:55There are many variations of pie charts out there, including donut charts, which
00:59are essentially pies with holes.
01:01The danger with pie charts is at a certain point, it's difficult for the human
01:04eye to compare the differences in the angles of the pie.
01:07They work great for large, obvious comparisons, but not as great for more subtle ones.
01:13Scatter plots are what you used to do in math class.
01:16You have two axes; vertical, and horizontal, and you draw a point where your
01:20piece of data appears at both axes.
01:23When you draw many points of data, you can achieve a scatter effect, and use it to spot trends.
01:28These are effective graphs if you're trying to illustrate a trend among an
01:31enormous set of data.
01:33Line graphs are essentially scatter plots with lines connecting the elements.
01:37Typically you use line graphs with set intervals on one of the axes; most often
01:42using time on the bottom axis.
01:44These are good for illustrating trend data as well.
01:47Sometimes line graphs are filled in, and become area charts.
01:51Area charts are diagrams that compare data using geometric shapes or areas,
01:56where the surface area, or the real estate of the areas, correspond to some bit of data.
02:01They are useful when comparing the sizes of different things, and in some cases
02:05are plotted along a timeline to show the change in size over time.
02:09This type of area chart is a bubble chart, where the area of the circles
02:13corresponds to the size of the data.
02:16Here is another example of a bubble diagram in a larger infographic.
02:20Maps are also very typically found in infographics.
02:23Usually data is plotted on points on the map, and in many cases, maps are
02:28combined with other types of charts,
02:30like the area bubbles in this example.
02:33Timelines are charts showing things occurring on or between set points in time.
02:37They are typically used for illustrating events, or items that have one data
02:41point, but don't need a second axis.
02:44Venn diagrams are area charts that intersect, where the focus of the diagram is
02:49on how much, or how much does not, intersect.
02:52These are especially good for comparisons, and for humor.
02:56Glyphs, as shown here, are infographics where individual icons represent
03:00some number of data.
03:02I sometimes call these iconographics or pictographs.
03:06Glyphs can be squares, circles, people, cars, or any object you can think of,
03:11and that's where a lot of fun and creativity can occur in the infographics you illustrate.
03:15Relationship diagrams, or radial charts, are circular diagrams that show the
03:20relationships between multiple parties.
03:22The circle is used because the different parties have to be positioned in a way
03:26that lets you visualize the relationships in between everyone else, without any one
03:30party getting in the way of others.
03:32Flowcharts or pedigree charts are charts where elements are connected through
03:37lines, indicating relationships.
03:39These are useful especially if you're depicting evolution of some object, or
03:43family of objects, or if you're depicting a decision tree.
03:46You use flowcharts when data is less quantitative, and the visualization is more
03:51about illustrating if-then statements, or family relationships.
03:55There are many, many more types of diagrams and charts that you can use in
03:58infographics, and often they are amalgamations of these basic chart types.
04:03The type of chart you should use should depend on the type of story you want to
04:07convey, and the type of data you have.
04:09Also, you may choose one chart over another simply for aesthetic purposes.
04:13The biggest takeaway I can leave with you on charts is this:
04:16don't illustrate something that could be easily understood in words, and don't
04:20use words when a visualization tells the story more clearly.
04:24In the multi-channel graphic we are wireframing for this course, I used
04:27several variations of charts: bar charts for the comparisons of offline and online giving,
04:34line graphs to illustrate growth over time,
04:37pedigree charts to show the results springing from younger and older donors, and
04:41glyphs for these parachutes at the bottom that show the size of donation based
04:46on online, offline, or multi-channel giving.
04:49We just walked through some of the most common types of visualizations, all of
04:53which can be completely malleable to your own use.
04:56And again, there's more than one way to visualize anything, but some methods
04:59are better than others.
05:00Sometimes it pays to be fancy, and make up your own visualizations, but most of
05:04the time, I recommend keeping it simple.
Collapse this transcript
Planning the infographic's dimensions
00:00Before we jump into actually laying out the wireframe for our infographic, I
00:04want to talk a little about dimensions, and what consideration should go into
00:07the dimensions of your infographics.
00:10The first thing to consider is the medium; where will this be published?
00:13Will it be published in multiple formats? And in that case, can you design it
00:17with dimensions that fit all formats, or must you keep multiple dimensions in
00:20mind when wireframing your graphic?
00:22Let's look at a few examples of layouts with different dimensions.
00:26Very commonly, infographics on the Web are used in blogs, which are, by
00:30nature, tall and skinny.
00:32You'll want to know the width of the blog you are designing for in order to
00:35conform your infographic dimensions appropriately.
00:38In this example, the blog's width was 680 pixels, but they've had no height
00:43constraint, so we built a tall and skinny infographic.
00:48Also common are infographics in textbooks.
00:51In the case of an infographic you are designing for a textbook, your dimensions
00:54should fit the page, whether it's 8.5 by 11 inches, or a larger custom book.
00:59In this case, this infographic, which is a pedigree Chart, was designed to be
01:04placed in a textbook at 8.5 by 11 inches. That limited the amount of information we
01:09could use to put on this infographic.
01:11You may find that you have no dimension constraint on an infographic you
01:14are designing, and in that case, you should make the dimensions fit the
01:18story you want to tell.
01:20In this case, I wanted to design an equilateral triangle with some padding on the sides.
01:25Finally, you should consider that your infographic may be made into a poster at some point.
01:29If that's the idea you have in mind, you'll want to keep the dimensions to a
01:33standard format, or leave room for the ability to crop it to a poster size later.
01:38The dimensions you use will determine what kind of visualization you can use,
01:42and also, if you need to cut data out. If you're constrained to a poster, or a
01:46textbook page, you'll have to choose carefully what to put in,
01:50but if you have no height constraint, such as in a blog, you can worry less about
01:54cutting things out for height.
01:55However, too long of an infographic with too much scrolling will cause you to
01:59lose your readers before the end.
02:01Just like with text, the more you can keep on one screen, the better.
02:05And in Photoshop or Illustrator, be sure to always draw in high-resolution, or in
02:09vector format, in case you need to scale up or down the size of your canvas.
02:14In the multi-channel giving infographic, we have the freedom to go as tall as
02:17we want, but we are constrained within a set width: 850 pixels.
02:22So let's create a blank Photoshop document with 850 pixels for the width, and
02:26set an arbitrary height that allows us to play around a little bit.
02:28I like to make the document a little longer than I think it will be; that way
02:33I can move my wireframe boxes around without going off the page.
02:36In Photoshop, go to File > New, and create a new document with a width of
02:42850 pixels, and let's set the height to 5000 to give us plenty of room to
02:48move things around.
02:49We will crop it later to get to the size we want.
02:52Hit Command and the Plus key to zoom in, since it's very long and skinny, if
02:58you want to focus on the details. Or hit Command and the Minus key to zoom
03:01out, and see the entire wireframe at once.
03:04Now that we've got the dimensions out of the way, let's move on to the actual
03:07wireframing in the next video.
Collapse this transcript
Wireframing a basic layout with boxes
00:00A wireframe is a blueprint, or basically a skeleton of your design.
00:04In this video, I'm going to walk you through the basics of mocking up a
00:07wireframe for an infographic in Photoshop, and then we'll use that foundation to
00:12talk about the wireframe I used for the multi-channel giving infographic we've
00:15been studying for this lesson, and you can use that to recreate that
00:18infographic yourself.
00:20Using the exercise file for the multi- channel wireframe we have here, you'll see
00:24that we have an example of the finalized infographic hidden on this layer here
00:29that says actual infographic.
00:31You can toggle it by clicking this box where an eye appears, so you can see the
00:35infographic underneath, and you can toggle on and off the example wireframe by
00:39clicking this eye too.
00:40But we're going to practice creating our own wireframe using the blank 850 by 5000
00:46pixel canvas we created in the last video.
00:49Wireframes are little more than transparent boxes that you can move around on
00:53your canvas to decide where you want to place elements.
00:56We're going to build the boxes, label them, link them, and then move and resize
01:01them, so that you can see how to create a wireframe for your graphics.
01:05First, in Photoshop on our blank canvas, let's create a rectangle using the Shape tool.
01:11That tool is found over here on the toolbar, or you can access it by pressing
01:14the U shortcut key.
01:16Once you're on the Shape tool, you'll see that up here there are several
01:19shapes you can use.
01:20If you're selected on something like a circle or a rounded rectangle, click on the
01:24rectangle, so that you can have the sharp corners we want.
01:27Next you can select the color for your shape here.
01:31We want it to be black.
01:32You can also change the color to black by pressing the D key, which is the
01:35shortcut that changes your foreground to black, and your background to white.
01:40Now that we're on the Shape tool for a rectangle, let's click and drag to
01:44create a box for our title.
01:45Left click your mouse on the canvas, and drag.
01:49You'll see this outline of your rectangle. Drag it into a long and skinny
01:53shape that we can use for our title, and then release, and you'll see your rectangle appear.
01:58Now, we want to change the transparency of this rectangle so we can move it
02:01around on different backgrounds.
02:03In order to do that, we need to select this layer using the Move tool, which is up
02:08here; this black arrow.
02:10You can also change to the Move tool by pressing the V button.
02:13Once you're on the Move tool, depending on your settings, you may be able to
02:16just click on your rectangle to select it. That depends on if you have
02:20Auto-Select checked here at the top.
02:22Checking Auto-Select means that anything you click on will be
02:25selected automatically.
02:27Also, you'll see here this check box for Show Transform Controls.
02:30Toggling this on and off will let you adjust the size of your rectangle using
02:36these arrow handles.
02:37So, let's have both of those checked, and select this box.
02:41Now, there are two ways to adjust the transparency.
02:44One is over here on the Layers palette.
02:46With that shape and that layer selected, you can go over here where it says Opacity,
02:50click this dropdown, and adjust this slider to adjust the transparency.
02:56You can also use shortcut keys.
02:58The shortcut keys 1 through 0 all set the transparency.
03:02So if you're selected on this, and press 1, you get 10% transparency; 2 is 20, 5
03:07is 50, 9 is 90, and 0 is 100%.
03:11Let's set this to 30% transparency by pressing the 3 shortcut key.
03:16Now I want to add a label to this so that when we move it around we know what it is.
03:20To add a label, select the layer on the Layers palette here, and go down to the
03:26bottom to this little icon that says Create new layer.
03:30Click that, and it will create a layer above this shape.
03:33Now go to the left to your toolbar, and click on the big letter T, which is the Text tool.
03:38You can also access the Text tool by pressing the T shortcut key.
03:42Once you have the Text tool selected, click it on top of your box.
03:46I like to use the centered text on this, so when I type, it stays in the center of my box.
03:51You can also adjust the size, and the bold, or italic, or regular font style, or
03:58the font itself, up here using these controls.
04:00Let's make this font size 24 pixels, and we're going to type Title of Infographic.
04:06In order to get off of the Text tool, just click on the Move tool again.
04:11Now you can adjust where you want this title to go by clicking and dragging it anywhere.
04:16We'll leave it in the center.
04:17By clicking off of this onto the canvas, you'll see I've deselected it.
04:21Now we want to link these two layers together, so any time we move the box, we
04:25also move the title.
04:27You can link them together by selecting them both, either by clicking and
04:30dragging over both layers, or by clicking one layer on the Layer palette, hitting
04:35Shift, and clicking the other layer.
04:38Once you have both layers selected, go down to the bottom of the Layer palette
04:42where there's this little chain link that says Link Layers, and click it.
04:44You'll see these links appear, and that means any time you click one of these
04:48and move it, both of them move.
04:51This also goes for resizing it.
04:53To resize, click on your element, and then click and drag on the corners, and you
04:58can change it to any shape you want.
05:00You'll notice that the text gets skewed when you resize this way.
05:05So I'll hit Esc to undo this resize, and we'll do this again, but holding the Shift key.
05:11The Shift key lets you resize it proportionally, so that nothing gets skewed.
05:16So we'll resize it a little bit, and to confirm our changes hit the Enter key,
05:20or Return, on your keyboard, and now I'll move this back to the center by
05:25clicking and dragging it.
05:26Let's create a few more boxes.
05:29Going over here to the Shape tool again, I'm going to click and drag a little box
05:33for the introduction paragraph.
05:35I'm going to go over here and adjust the Opacity to 30%, and then I'm going to
05:40create a new layer above it.
05:43Using the Text tool, I am going to click in the middle, and type Intro paragraph.
05:47Now I'm going to select both these layers, and link them together, and then we can move them.
05:55Say you have a box that you've drawn --
05:59I'm going to draw this box -- and you want to adjust the shape before you have a
06:03label, then you can adjust that any way you want just by clicking and dragging.
06:08Once you have a label, it's going to skew the text.
06:11Rearranging elements is simple.
06:12You just move them around until you have them where you want, and in this way,
06:16with your wireframe, you can make sure you have everything where you want it
06:19before you start drawing the final graphic.
06:22Now let's walk through how the multi- channel giving infographic was wireframed.
06:26You'll see we have a title at the top, and then we have an intro paragraph box,
06:30and then below that, we have boxes for each of our charts.
06:34They're set up horizontally, so one chart gets a little stripe of the
06:37infographic, and they're labeled.
06:39If we want to change which chart goes above which chart, we can do that by
06:44simply clicking it, and moving it.
06:46As we scroll down, you'll see at the bottom we get rid of the horizontal layout
06:50for a minute with this final graphic; the glyph that shows mail donors, online
06:55donors, and multi-channel donors.
06:57These are where we're going to draw the glyph that gets increasingly big with
07:00the size of the donations, and then at the bottom, we have a little stripe for
07:04sources, and the logo, so we can give credit for this infographic.
07:08Feel free to play around with this yourself.
07:10We've just walked through the steps for planning and wireframing in infographic.
07:14At this point, we're ready to get approval on the layout from whoever needs
07:17to approve it, and to start designing the individual charts that we want to fill in these sections.
07:23We'll leave that for another day, though, and just practice planning and
07:25wireframing for now.
07:27Feel free to go back to any of the previous videos to review the process as you
07:31work on your own infographics.
07:32Good luck!
Collapse this transcript
Conclusion
Final thoughts
00:00This is the first course in a series of infographics courses I am teaching.
00:03We have spent this time laying the groundwork for planning your infographics,
00:07but please join me for the next couple of courses:
00:09Infographics, Area Bubbles, and Infographics, Visualizing Relationships.
00:14Until then, best of luck, and happy infographing!
Collapse this transcript


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