Chart Tamer Beta Released

Update 5/2/2009: Chart Tamer is released. You can download the final version here.

We released today a beta version of our latest BonaVista product Chart Tamer. We released Chart Tamer as a private beta to a group of Excel Experts: Jon Peltier, Charley Kyd, Jorge Camoes, Kelly O’Day, the folks at Juice Analytics, Rolf Hichert and Chandoo. Based on the feedback we get from this group of selected experts make the product public available end March.

I would like to share with you some first impressions about what Chart Tamer does and how it looks like. The following is an an excerpt of the Chart Tamer introduction document written by Stephen Few, which you can download below.

What Chart Tamer Does

Chart Tamer improves the charts that we produce with Excel in the following ways:

  • It limits the list of available charts to the few that are most useful, thereby reducing the complexity of choosing an appropriate chart
  • It provides a simple new interface for selecting an appropriate chart, which guides us to the right selection when help is needed without bogging us down when it’s not
  • It adds three useful charts that aren’t currently available in Excel: dot plots, strip plots, and box plots
  • It revises the formatting defaults of Excel’s charts so that no extra work is necessary to create charts that work effectively
  • It provides colors for use in charts and elsewhere that were designed to work especially for data presentation
  • It allows us to quickly and easily improve old charts that were created prior to Chart Tamer

When you use Chart Tamer to create a new chart, the following dialog box makes it easy to choose the most appropriate chart:

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Rarely will we ever need a chart other than the 14 that appear in the Select a chart section above. If we already know which of these charts will display the data best, we can click it immediately, without having to wade through any other choices. If we want some guidance, however, we can narrow the list of available charts by making selections in the Select a relationship and Select what you want to feature sections.

Let’s assume we want to create a chart for annual product sales data:

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We select the time series relation ship type what narrows the list of available charts to the six charts below:

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The list of available charts can be narrowed further by selecting an item in the "Select what you want to feature” section.  In our scenario we want to show how sales has changed through time and also want to feature the overall trend, so we choose Overall trends and patterns.  This further narrows the list of available charts to the two versions of the line chart charts below:

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Clicking the line chart icon creates you a reasonable formatted line chart.

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The Chart Tamer default dialog box allows you to adjust the defaults of the chart data objects:

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Here’s the Color dialog box that we use whenever colors need to be assigned to something in Excel:

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The colors that Chart Tamer provides were carefully selected by Maureen Stone of StoneSoup Consulting, an expert in the use of color for data presentation. Chart Tamer makes it easy to avoid bad uses of color in the following ways:

  • It provides color palettes that were carefully selected for their ability to present data effectively, which means that you would have to go out of your way to select poor colors
  • It sets default colors for all the components of charts (line colors, bar colors, etc.)
  • It simplifies and streamlines the color selection process through its Color dialog box
  • It teaches us effective color design practices through example

Download the full story behind Chart Tamer written by its Chief Designer Stephen Few:

(Update 11 Feb 2009: Temporarily removed the documents for a revision)

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21 Responses to Chart Tamer Beta Released

  1. Andreas says:

    Looks really good! – Looking forward to march :-)

  2. Andreas says:

    Just read “an introduction to chart tamer”. Pertaining to the boxplot section I am wondering if you really have implemented the whiskers to contain 100% of the data (i.e. max and min values)? I believe the standard definition is that the whiskers should extend to max and min values, unless these lies more than 1.5 time the inter quantile range away? In this case extreme outliers are then plotted as dots beyond the whiskers?
    I believe R and most academics use boxplots this way, and it might confuse people if chart tamer uses its own boxplot definition.

  3. Govert Vissers says:

    Finally!
    It’s looks promising

    One question already. I don’t have admin rights at work.
    Can I still use the Chart Tamer(=only an add-in) to install in Excel?

  4. Looks great – I’d like to test the beta version. Here are my bona fides:

    http://www.consultantninja.com/search/label/Excel

    The Juice guys know me as well.

  5. I want it! I want it! I want it!

    Will it work with Excel 2007?

  6. Andreas says:

    @ Andreas
    I fear I jumped the gun and published the introduction documents even before they were fully reviewed by Stephen Few. I will remove them temporarily and republish them as soon as we have a final version available.
    Here Stephen Few’s comments:
    “The upper and lower ends of the whiskers can display to highest and lowest value or any other limit that you wish. Box plots can work in various ways.
    Using the high and low ends of the whiskers to define 1.5 times the interquartile range is only one of many approaches that can be used. I’m trying to keep Introducing Chart Tamer simple and free of statistical jargon such as “interquartile range”, but it will probably make sense to add a litle more to this section to address this issue.”

    @Jacques
    Chart Tamer does support Excel 2000-2003 and Excel 2007 with a Ribbon UI.

    @Govert
    You need to have admin rights to install Chart Tamer.

  7. jerome says:

    Hi, I’m really looking forward to this. In my organisation we spend lots of time giving graph design advice to hundreds of people who may or may not follow it. This tool seems like a much better option!

  8. Jay says:

    Andreas,

    Great. Thanks. Waiting to lay my hands on one asap. How much this is going to cost?

    Why no pie chart? Is it still an option?

    Jay

  9. Andreas says:

    Jay,
    I am just citing Stephen Few here: “[..]People usually display part-to-whole relationships with pie charts, but pie charts are intentionally missing from our [Chart Tamer Chart] list, because they don’t actually make it easy to compare the parts of something to one another. It’s difficult to compare the slices to one another, because comparing two-dimensional areas isn’t something that visual perception evolved to do very well. As an alternative to pie charts, bar charts display part-to-whole relationships much more effectively. “
    See also Stephen Few’s article “Save the Pies for Dessert “ about that topic:
    http://www.perceptualedge.com/articles/08-21-07.pdf
    From Chart Tamer Beta Released, 2009/02/11 at 7:55 AM
    The final pricing is not decided yet.

    Andreas

  10. Jay says:

    Andreas,

    //// I am just citing Stephen Few here: ///

    I am aware of his views. Thanks for reminding me those, though. But, he has also put in an escape clause by saying that, in rare instances, (especially when we need to compare two sets of portions of a whole… ) pie chart may be appropriate. (I don’t remember the exact wordings and I am too lazy now to search the link…. :-) )

    There are also certain VI experts who prescribe pies, albeit reluctantly, for certain situations. Is it appropriate to exclude pies altogether, under these circumstances?

    Thanks

    Jay

  11. Andreas says:

    Jay,

    I think in those rare cases where the use of a pie chart (and other Excel chart types that are not included in the Tamer chart list) is justified users still can use the Excel standard chart functionality to insert a pie chart.

    Andreas

  12. Andreas says:

    Pie Charts: -1
    Chart tamer: +1

    I agree with the current priorities. In my organization people are way too inclined to use piecharts. In fact – I would say that for us, the data-ink ratio and the lack of piecharts are properly chart tamers strongest selling point.

    (Btw: we are currently revising our charts/figures policy. The sooner I can get my hand on a beta/evaluation copy/ pricing – the better)

  13. John Dawson says:

    Hi Andreas,

    We met when my company hosted the Stephen Few workshops last September in London (we’re running them again later this year) and I was very much looking forward to Chart Tamer – now that I see it I’m even keener to see it in practice!

    Keep up the good work,
    John

  14. derek says:

    As far as I can tell, you can even use all the Chart Tamer features, like colour, in your pie chart, if you use Chart Tamer to make a clustered bar chart with one cluster, and then switch rows and columns in Excel before changing “Chart Type..” to pie, or vice versa.

  15. Jorge says:

    @Andreas: Thanks for the much awaited update! Looking forward to the public beta / pricing.

    Regards,

    Jorge

  16. Stephen says:

    Have the colors been chosen so the work effectively when printed in black and white? For example, if I choose colours from the Distinct palette, will they print as different of grey?

  17. Maureen says:

    The colors do not automatically print distinctly in black and white. The colors were designed to have a similar visual weight so that a set of 5 bars, for example, would all seem equally important. The (possibly naive) assumption was that users interested in black and white printing would use the rich set of grayscale options.

    Unfortunately, the property of a color that most affects its visual weight is its perceived brightness, which is exactly the quantity that is used by most printing algorithms when converting colors to gray. Our default colors in each category vary a bit in brightness, but not enough to be robustly different when printed.

    I’ve been thinking hard about this, as this issue has come up several times in our beta testing. I’m fairly sure there is no way to get 5 robustly distinct lightnesses and meet our visual saliency goals. We might be able to make the first 3 plausibly distinct (the first three line colors are nearly so already). But, it may not be good enough on some printers.

    Users who value black and white printing effectiveness over our visual design goals have plenty of colors to choose from. Simply change your defaults to use lighter and darker shades of some of the colors to provide the grayscale variation you need. As I work on this problem, I’ll see if I can create a set of recommendations for doing this.

    In some future version of Chart Tamer, I’d love to include an algorithm that would reformat a chart for black and white printing. We could then consider not only making unique shades of gray (or even patterns), but changing points to distinct shapes, adding dash patterns to lines, etc. I did something like this at Xerox PARC in the 80′s, and it was very handy.

    Maureen

  18. Grant Case says:

    Color me giddy guys with what you are doing. Patiently waiting for March. So happy that versions for 2003 and 2007 will be coming with it.

  19. Lou D says:

    Excel graphing capabilities are abysmal, and these changes might help a little but don’t address the underlying deficiencies.

    I would like to see Excel (or a single Excel add-in) that provides the functionality of DeltaGraph (or the gone, but still remembered CricketGraph for the Mac) as well as the flash capabilities of Xcelsius. Combine that with Microchart, and you would own the data visualization category.

  20. Pingback: Weekly Excel Links - After a Long Time Edition | excel links | Pointy Haired Dilbert - Chandoo.org

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