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Encoding Data Using Color

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0% found this document useful (0 votes)
3 views15 pages

Encoding Data Using Color

Uploaded by

margi.chhabra
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

How to choose colors for data

visualizations
POSTED BY: MIKE YI

(This article was originally published on Nightingale, journal of the Data


Visualization Society.)
Choice of color is a major factor in creating effective charts. A good set of colors
will highlight the story you want the data to tell, while a poor one will hide or
distract from a visualization’s purpose.

In this article, we will describe the types of color palette that are used in data
visualization, provide some general tips and best practices when working with
color, and highlight a few tools to generate and test color palettes for your own
chart creation.

Types of color palette

Three major types of color palette exist for data visualization:

• Qualitative palettes

• Sequential palettes

• Diverging palettes

The type of color palette that you use in a visualization depends on the nature of the
data mapped to color.
A qualitative palette is used when the variable is categorical in nature. Categorical
variables are those that take on distinct labels without inherent ordering. Examples
include country or state, race, and gender. Each possible value of the variable is
assigned one color from a qualitative palette.

In a qualitative palette, the colors assigned to each group need to be distinct. As a


rule of thumb, you should try to limit the maximum palette size to ten or fewer
colors. With more colors than this, you start to run into trouble distinguishing
between groups. If you have more possible values than colors, then you should try to
bundle values together, like setting the smallest categories to a single “other”
category. Looping through colors multiple times is a bad idea, as this can cause
confusion.
The smallest slices on the left not only repeat colors in the palette, they are also fairly
difficult to distinguish from one another.

The main way of generating distinctiveness between colors is through their hues.
Additional variation between colors can be obtained through adjusting lightness and
saturation, but it’s a good idea to not make the differences too large. Too much
difference might suggest that some colors are more important than others – though
this can be a useful property when used deliberately. Avoid having two colors with
the same hue, but different lightness and saturation, unless the values associated
with those colors are related. For example, you might have a line chart with daily
readings in a light-colored line, and a weekly rolling average in a darker shade.

Sequential palette

When the variable assigned to be colored is numeric or has inherently ordered


values, then it can be depicted with a sequential palette. Colors are assigned to data
values in a continuum, usually based on lightness, hue, or both.
The most prominent dimension of color for a sequential palette is its lightness.
Typically, lower values are associated with lighter colors, and higher values with
darker colors. However, this is because plots tend to be on white or similarly light
backgrounds. On a dark background, it’s common to have the reverse case, where
higher values are indicated with brighter, lighter colors.

The secondary dimension for a sequential color palette is its hue. It is fine to just use
a single hue for your color map, mostly varying lightness to indicate value. However,
it’s worth considering spanning between two colors as an additional aid in encoding.
Typically, a warmer color (towards red or yellow) will go on the lighter end, with a
cooler color (towards green, blue, or purple) on the darker end.

Diverging palette

If our numeric variable has a meaningful central value, like zero, then we can apply a
diverging palette. A diverging palette is essentially a combination of two sequential
palettes with a shared endpoint sitting at the central value. Values larger than the
center are assigned to colors on one side of the center, while smaller values get
assigned to colors on the opposing side.

Typically, a distinctive hue is used for each of the component sequential palettes to
make it easier to distinguish between positive and negative values relative to the
center. Like with sequential palettes, the central value is generally assigned a light
color, so that darker colors indicate larger distance from the center.

Discrete vs. continuous palette


Sequential and diverging palettes can be associated with data values in two different
ways: either as a discrete set of colors, each one associated with a numeric range, or
as a continuous function between numeric value and color.

Tools for creating palettes will generally follow the first type, while tools that create
visualizations often have the capacity to build a continuous association. While it may
seem automatically better to have a continuous function between value and color,
there are still merits to the discretized palette.

Our ability to distinguish differences in color is weaker than that of position or


length, so we are already at a disadvantage for associating color to precise values.
Discretization of values can reduce cognitive load by bringing out the broad patterns
in the data. In addition, we can set value ranges for a discrete palette in a way that
better represents the data. If the data includes outlier values, then a continuous
palette might force most of the data into a narrower value range. Using a discrete
color palette means that we can create ranges with unequal size to better represent
differences in the data.
One major downside of the discrete color palette is that we lose any ability to
compare elements that fall in the same bin. Where there was some color difference
between close values with a continuous palette (such as between Texas and
California in the example above), none exists in the discrete case.
Additional tips for using color

Avoid unnecessary usage of color


Even though color is an important part of data visualization, it’s wise to exercise
restraint and only use color where it is appropriate. Not every chart you create will
require multiple colors. If you have only two variables to plot, they will likely be
encoded by vertical and horizontal positions or lengths. Color usually only comes in
when a third variable needs to be encoded into a chart or if it’s a component of a
specialist chart like a pie chart. However, there are cases where color can be added to
emphasize a specific finding or as an extra highlighting encoding.

The rainbow bar colors on the left aren’t meaningful and should be avoided. On the
right, most bars are a neutral gray to highlight the comparison of the two colored
bars.

Be consistent with color across charts

If you have a dashboard or report that includes multiple charts, it is a good idea to
match colors between charts when they refer to the same group or entity. If colors
change their meaning between charts, this can make it harder for the reader to
understand the chart.

Leverage meaningfulness of color

Sometimes, you can leverage how colors are perceived to enhance your
visualizations’ effectiveness. If the groups that you are plotting have inherent color
conventions, such as with sports teams and political parties, assigning appropriate
colors can make it easier for readers to follow a visualization. You may even want to
try creating custom palettes around your brand’s colors as a base.

A general rule of thumb is to avoid overly high levels of color saturation and
brightness in order to reduce eyestrain. This also allows room for highlighting the
elements that are important by giving them a bolder look compared to the other
elements. Similarly, the importance of gray cannot be understated to put
unimportant data in the background, among other purposes.

As a final thought, it’s worth noting that different cultures can associate different
meanings to each hue. For example, red might be associated with passion or danger
in some Western cultures, but prosperity and good fortune in some Eastern cultures.
This may not be particularly important unless findings are being presented to a
broad audience, but it’s another tool to keep in mind to help make your
visualizations easier to grasp.
Attend to color blindness

About four percent of the population have some sort of color blindness, most of
them males. The most common forms of color blindness cause confusion between
certain shades of red and green, though there are also forms of color blindness that
cause blue and yellow shades to look the same. For these reasons, it is good to try
and vary a dimension other than hue alone to indicate the value associated with a
color, like lightness and saturation. You can also use colorblindness simulators like
Coblis to get an idea of whether your final visualization will be understandable to
others and if there are potential ambiguities.

Tools for using colors

There are many tools online to help you select and test colors for your data
visualizations. Here, we will highlight some of the simplest tools to help you get up
to speed on color choices.

ColorBrewer

ColorBrewer is the classic reference for color palettes, and provides a number of
different palettes of each type. Certain palettes may be questionable for colorblind
safety, so be sure to check out the eye-icon above the color codes pane to check if a
color set has a potential to high chance of perception difficulties (indicated by
a ? and X, respectively).
Data Color Picker
The Data Color Picker is a quick and easy to use tool for generating sequential and
diverging palettes. The default “Palette” tab is best used for generating multi-hue
sequential palettes rather than qualitative palettes, since the interpolation between
endpoints will necessarily leave out some segment of hues in the color wheel.

[Link] Color Palette Helper


The [Link] Color Palette Helper is a little bit more involved than Data Color Picker
with its options for correcting lightness, use of bezier interpolation, and slightly more
difficult input of color values. However, it also allows for some additional freedom in
setting multiple stop-points for the algorithm to try and fit a palette to. As an
additional bonus, the application also includes a color blindness simulator on the
same page, highlighting the most common types of deficiency where issues may
crop up.

Color Thief

There aren’t as many quick-and-easy tools for generating qualitative palettes as


there are for sequential and diverging palettes. I want hue and Colorgorical are both
quick for generating random palettes, but a bit more difficult to work with when you
want to customize your values.
But one fun way of creating a qualitative palette is to draw inspiration from images
and screencaps with appealing natural palettes. There are a few tools out there to
help do this, but Color Thief is one of the easiest to work with, automatically
extracting a healthy-sized palette from uploaded pictures. This doesn’t necessarily
mean that you can use the extracted colors directly and in order as a visualization
palette. While they can be an inspirational starting point for colors that look good
together, you’ll likely need to make some tweaks and revisions to ensure that the
colors you choose are effective in a visualization context.

Viz Palette
In the previous section, Coblis was linked as a resource for checking how your final
visualization might look to those with color perception deficiencies. Viz Palette is a
broader color palette tool you can use to check your palettes before you put
together your visualizations. In addition to being able to view sets of colors in the
context of example plots and under simulated color perception deficiencies, you can
also modify and change your palette’s colors immediately.
Summary

This article represents a brief overview of the ways that color can be used for
effective data visualization. Different types of color palette – qualitative, sequential,
or diverging – should be used depending on the kind of data mapped to color. Make
sure that when color is used that it is meaningful and used consistently. Try to attend
to colorblindness to improve your plot’s accessibility. Always try to consider your
color choices carefully when presenting findings to others, as a good set of colors
will make it that much easier to deliver your desired message to your audience.

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