Demystifying Tufte's data-ink ratio
tuftesrazor.scienceux.org
tuftesrazor.scienceux.org
Tufte's "data-ink ratio" is a pretty good heuristic, but e.g. it would probably become a better match for actual visual clarity if what you counted wasn't "amount of ink" but something that measures spatial change in ink. It's the transitions that feel like noise, much more than patches of constant colour. But "data-ink ratio" is easier to say and easier to read than "ratio of integral of norm of gradient of colour".
Also, I think this sort of graph is better with very light gridlines than with no gridlines, though I think Tufte would disagree.
Also also, in Tufte's book, immediately before the section about "data-ink" there is an copy of a graph drawn by Playfair showing a country's balance of trade over time. Tufte gives it as an example of a good informational graphic. You can see it at https://en.wikipedia.org/wiki/William_Playfair#/media/File:P... if you like. This graph uses shading to indicate which direction the balance of trade goes in; that information is completely redundant with the curves by which the shading is bounded; but it would very much not be improved by removing that "redundant" ink even though according to his principles as interpreted by the page linked here that would make a huge improvement in the data-ink ratio.
For the width of the bar there is practically speaking a middle ground that uses thick bars but not too thick/close together such that it harms legibility.
All the points that you make are very much valid, and it is good that you have pointed these things out because I wouldn't want people to follow these principles blindly without thinking about it for themselves.
I haven't considered the 'ratio of integral of norm of gradient of colour' too much (because it is easier to start simple and build on it), but I hope you might consider elaborating on it.
The proof of this is right there in one of the examples in The Visual Display of Quantitative Information.
He shows an example where the axes of a scatter chart are shortened to the range of the data in each direction. This is a data-ink win-win! You get more information (the range of the data, at a glance), and it doesn't matter how little importance that is because you also have less ink!
But of course it actually looks terrible. To think otherwise, you have to be so busy thinking about metrics that you ignore your eyes. The axes no longer overlap in the corner, so the whole thing looks like a soup of visual fragments rather than a single cohesive thing.
Imagine you had several of these on a page side by side. It would be far harder to visually focus on one for a moment, because the fragments of different subfigures would be one big visual soup.
The solution is to put boxes around them (they don't have to be big thick black boxes, just something to visually separate the different things). But of course Tufte hates boxes. They add ink for no information content.
It's just bad science. Or brains don't process black pixels, one at a time, spending mental energy on each one. They see different visual fragments, having been heavily pre-processed by the CNN in our optic nerves before reaching our frontal contexts. The thing you actually need to minimise is visual complexity. Often, adding ink (for no information) helps with that.
Many principles and concepts are based on ideal scenarios when we know that realistically there are different contexts and situations when you also need to break the rule. I am not suggesting that we should cut everything out, but rather that we try to understand good graph design rules and what effects it has on the data-ink ratio. You'll find that some best practices actually increase the data-ink ratio, while others reduce it.
It seems like it proves my point but somehow it skirts around the real conclusion. You say "example cases where more ‘chartjunk’ improve clarity, comprehension, and attention" but I think what you really mean is that sometimes extra ink *isn't* chartjunk.
As I said, the real goal is to maximise the data-visual complexity ratio. That sounds like I'm agreeing with the article but I think there's a subtle difference: Some of the examples you called "too minimal", I would argue, are not minimal. They use less ink but more visual complexity. You actually do want minimalism, but adding more ink or sometimes even more separate elements can create that minimalism.
Your figure 1(a) is an excellent example of Tufte's nonsense, even better than partial axes example I gave. I'm definitely going to link to this article in future when Tufte comes up.
Meanwhile, even Tufte's advice was explicitly to grey them down, but not completely remove them.
(And we can debate Tufte's advice - lots of other comments on this page how he had great aesthetic sensibility, but his advice wasn't grounded in reason or actual readability research, and so is limited to the examples he chose)
Rather than trying to create unnecessarily debate, the intent is to try and help people understand the metric beyond a simple value but how the concept can be applied.
More importantly, it is not about simply chasing a perfect value that doesn't exist, but to optimize it within a specific context for your audience.
If we really wanted reliable guidelines on how to format graphs, we would want to ground them in psychological research that actually demonstrates that, for instance, some versions result in better understanding or recall of certain information. But as far as I can see Tufte's book makes no attempt to do this. (Perhaps he or those who built on his works did it later on?)
To your question, I recommend this recent review as one good example: https://doi.org/10.1177/15291006211051956
"Despite strong calls to declutter visualizations (e.g., Tufte, 1983), there is only mixed evidence that this practice improves aesthetic ratings and little evidence that the prescription affects objective performance. Several studies have measured aesthetic ratings for cluttered versus decluttered charts, and some have shown clear preferences for decluttered versions (Ajani et al., 2021) and others, surprisingly, showing the opposite (Hill et al., 2017; Inbar et al., 2007). Researchers who have found the opposite have typically argued either that viewers’ higher level of familiarity with cluttered charts make those charts more attractive or that decluttered charts that are too minimalistic become boring. Another possibility is that users may prefer particular depiction styles for particular purposes, mindful of their audience and goals (Levy et al., 1996). Objective performance measures, such as the speed with which viewers can compute means across values in a bar graph, also present mixed evidence. For example, that speed can be slightly faster when some forms of “clutter,” such as axis tick marks, are removed but slower when other elements are removed (Gillan & Richman, 1994). Given the large number of design elements that could count as clutter, combined with the large number of tasks that one could complete on a visualization, some have argued that a simple rule for whether to declutter is unlikely to arise and have discouraged further empirical testing given the small and mixed effects found so far (Ajani et al., 2021)."
I am certainly not arguing for the fact that the data-ink ratio is a magic number, but quite the opposite - I believe that even trying to maximize or minimize a ratio is full of dangers and traps, but instead we should understand our design decisions and be aware of its impact in a more considered and objective way. The discussions here suggests people don't believe it is a magic number, but it also shouldn't be discarded when it does have some value.
I think this is why every Tufte-inspired CSS framework or LaTeX style ends up just cargo-culting the style of his books: Bembo/Palatino/ETBook typography, italicized subheads, an asymmetric wide margin layout, margin notes replacing footnotes, illustrations/diagrams in the margins. (Like the linked website.) Few people are really confident after reading the books to stake out their own approach. It's not a bad aesthetic, but if the books were truly successful at their goal, varied application of the ideas would be as common as imitation.
You are right in that there is a lack of empirical evidence in how to apply the data-ink ratio to design. This is one of the reasons why I am trying to sift through the previous research that makes claims without really testing them properly, so that I can hopefully make better sense of it with better research.
"Erase the shaded background: does the share of ink that shows the five numbers go up, down, or stay the same?"
In the spirit of the project, try asking me instead,
"Remove the shaded background: is the amount of ink now left on the chart more useful, less useful or the same as before?"
Damn...even that was hard to write.
... Mumble mumble metric vs. target. Data/ink is a useful thing to keep in mind, but it's just one factor in selecting designs that communicate your data.
It's even more frustrating/hypocritical considering that the underlying topic is about carefully and clearly communicating to other humans.
North [------------] 7
South [--------] 5
East [--------] 5
West [-----] 3
or something, which would have saved a lot of data/ink ratio
But I will perhaps add a couple more examples based on all the comments and feedback so far. If nothing else I certainly enjoyed getting more people thinking and talking about how we can improve data visualization design!
If you want to encourage people to compare bar heights, you can certainly leave the grey horizontal lines. But if you directly labeled the bars with values then you don't need to scan from the vertical axis across individual bars to do that processing in your head. And if you removed the vertical axis labels that don't represent values being charted while also sorting the categories by their value, you can further remove another step in the process.
The point is that you can try to optimize in either direction of the data-ink ratio, but you should be aiming to just blindly increase or decrease it. Often it ends up making very little difference to the actual ratio value (which relates more to information density), and you need other design techniques to improve clarity and reduce clutter.
But this does not help with the visual inspection of the difference.
If it was enough, we didn’t need the chart and could just publish the numbers instead.
The point of the graph is a visual inspection of the differences. I feel like adding the one thing actually showing this relative comparison is therefore almost mandatory
"The data to ink ratio is the ratio of data to ink. The data to ink ratio can be increased by decreasing the amount of ink. Decreasing the ink, while keeping the data constant, will increase the data to ink ratio. Here, we decreased the amount of ink in the diagram, and you can readily see that the data to ink ratio went up. The data to ink ratio should be increased, except when it shouldn't."
It sounds like you're parodying the article but putting it in quotes is misleading.
It does exist btw, I've used it before myself.
Just out of curiosity, what do you use black paper for?
Just for something different, nothing too special about it. :)