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Color Innovation

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This post imbues the importance of innovation with color in data visualization, offers a variety of resources and reference materials, and encourages personal innovation with color as absolutely vital to moving your visual communication of data forward in Tableau.

Emotion and Behavior

The effective use of color is fundamental to the visual communication of data.

As our eyes take in color, they communicate with the hypothalamus, which in turn signals the pituitary gland. Then, on to the endocrine system, the thyroid gland signals the release of hormones. Those hormones influence BEHAVIORS and EMOTIONS. Color is so powerful, in fact, that the effective use of color can improve learning by 75% and increase comprehension by up to 73%. 1

Yet, in today's conversation about color, much ado is still invested in the basics: to stop using red yellow green, for example.

Important as these basics are, now is the time to move our conversation beyond the entry level. Now is the time to dramatically expand our thinking around color.

With behavior change, comprehension, and augmented decisioning as the purpose of data visualization, and Tableau as our tool of choice in the field, then we as visualization authors must become more sophisticated in our use of color in Tableau.

To illustrate the point, as a metaphor, here I've marked up the original visualization of The Explosion of Crayon Colors Since 1903.

If you use only the default color palettes in Tableau, then you are missing one the greatest of opportunities to leverage the power of visualization and affect the behavior and comprehension of your data consumers.

Innovation in Tableau around the use of color is personal. At the authorship level.

Getting Started

For starters on the psychology of color, Ryan Sleeper provides a brief and excellent overview in his post on Tableau Public:

Leveraging Color to Improve Your Data Visualization

This is the second post in a series of guest blog entries by Tableau Public authors for

Myself, I was first moved to think more deeply about color by Andy Kirk’s 2014 talk, Thinking about Data Visualization Thinking.

In the bit about color, Andy used the slide below to describe his process for choosing a palette for psychotherapy data at the University of Alaska. The client thought a lot of influence on the treatment score was caused by the arctic environment (light/dark) so he did some searching for inspirational color palettes around the 'arctic' theme.

To appropriately affect behavior, decision, and emotion: our choices around color must be tailored to content, context and audience of our data.

In other words: as authors, we must “author”.

We must deviate from universal palettes.

Community Innovation

New features such as coloring labels with mark colors are frequently added into the product. And other tools exist, such as the free web tool from InterWorks, to enable quick and easy custom palette creation for Tableau.

Andy Cotgreave richly explored the topic of choosing the right colours for your visualizations during Tableau design month. That was post 2 of 11 in a lengthy series on design, all of which is very nicely summarized in the grand finale:

Tableau Design Month, post 12 of 12: the big recap

Over the past month, I've deconstructed a dashboard I made for Tableau's internal VizWhiz competition. Below is an attempt to quantify the Impact and Difficulty of each of the design choices I made.

Zen Master Robert Rouse then very nicely describes the mechanics of customizing Sequential and Diverging Color Palettes in Tableau.

And it is this, ability to customize your own color palettes, where I will continue to dive more deeply from here. Because personal innovation with color is so easily accomplished using features and tools already available!

Custom Palettes

Taking Andy Cotgreave’s design month as inspiration, Kris Erickson has contributed several new palettes, each built on the principal of muting some values while emphasizing others.

Those new palettes from Kris are found in his workbook on Tableau Public. And while a link to his post with the .tps file appears to be momentarily broken, I happen to have a copy. So Kris, I hope you won’t mind that I’ve printed it here to a PDF file.

If you haven't used them, James Davenport’s “Cubehelix” color palettes are most delightful. “Cubehelix” is a programmatically generated color scheme, one that always de-saturates down to black and white.

This makes it not only a great option for those who are color blind, but also an excellent choice for charts that may be printed without color.

Moreover, they are simply beautiful. A detailed description, and a link the .tps file are both found here:

Choosing Colors for Accessibility

Earlier this week, Ryan sleeper wrote a very informative post about improving the design of your data visualizations with your color choices. He touched on how straying from the built-in Tableau color palettes can give your dashboards a more custom feel, solidify the theme, and effect the appeal of the dashboard to your audience.

Personal Innovation

So, yes! Much has been written, much has been done!

Yet, a huge opportunity remains untapped. And this is especially true in the space of personal innovation, with our own use of color as individual Tableau authors.

Every single day. Your personal innovations can be simple, such as Ben Jones’ Sunset Color Palettes.

Or they can be more complex and “hackier”, like my curious discovery of a novel way to highlight duplicate records by assigning a distinct color palette to a continuous measure pill, or Jeffrey Shaffer & Russell Christopher's exploration of undocumented namespaces in the Preferences.tps file.

Regardless of the complexity, I hope this post will encourage you to make personal explorations and innovations with color, and to "author" away from the default palettes in Tableau.

Reference Guide

As we conclude, should one reference be the only link needed to get your creative juices flowing around color, then look no further than the color section of Jeffrey Shaffer’s Tableau Reference Guide. It is a wonderful resource.

Perfection is a Process

Remember that small decisions make a big difference. Far more than reaching perfection, the most important part of personal color innovation is to simply get started with exploring.

Please watch this space for my next installment, where I will share a few of my recent personal innovations with custom color palettes in Tableau, their uses, and how they came to be.

The little of visualisation design: Part 11 - Visualising Data

This is part of a series of posts about the 'little of visualisation design', respecting the small decisions that make a big difference towards the good and bad of this discipline. In each post I'm going to focus on just one small matter - a singular good or bad design choice - as demonstrated by a sample project.

Word Count: 939

References

  1. "The Importance of Emotions In Presentations", Leslie Belknap, Ethos 3, February 11, 2015
    http://www.ethos3.com/2015/02/the-importance-of-emotions-in-presentations
  2. "No More Red Yellow Green", Stephanie Evergreen, Evergreen Data, September 23, 2015
    http://stephanieevergreen.com/no-more-red-yellow-green
  3. "The Explosion of Crayon Colors Since 1903", Pamela Engel and Megan Willett, Slate.com, October 5 2014
    http://www.slate.com/blogs/businessinsider/2014/10/05/crayolacharthowmanycrayoncolorshavebeenaddedtocrayolabox_since.html
  4. "Leveraging Color to Improve Your Data Visualization", Ryan Sleeper, Tableau Public, October 7, 2013
    https://public.tableau.com/s/blog/2013/10/leveraging-color-improve-your-data-visualization
  5. "Talk Slides: Thinking About Data Visualisation Thinking", Andy Kirk, slide #42, Visualising Data, October 28, 2014
    http://www.visualisingdata.com/2014/10/talk-slides-lets-think-data-visualisation-thinking
  6. "The Little of Visualisation Design: Part 6", Andy Kirk, Visualising Data, March 10, 2016
    http://www.visualisingdata.com/2016/03/little-visualisation-design-part-6
  7. "Feature Geek: Coloring Labels with Mark Colors in Tableau 9.2", Jonathan Drummey, Drawing With Numbers, November 30, 2015
    http://drawingwithnumbers.artisart.org/feature-geek-coloring-labels-with-mark-colors-in-tableau-9-2
  8. "Color Tool for Tableau: A Simpler Way to Create Custom Color Palettes", InterWorks, December, 15, 2014
    https://www.interworks.com/blog/cshelton/2014/12/15/color-tool-tableau-simpler-way-create-custom-color-palettes
  9. "Choosing the right colours for your visualizations", Andy Cotgreave, Gravy Anecdote, November 21, 2014
    http://gravyanecdote.com/formatting/choosing-the-right-colours-for-your-visualizations
  10. "Tableau Design Month, post 12 of 12: the big recap", Andy Cotgreave, Gravy Anecdote, November 25, 2014
    http://gravyanecdote.com/formatting/tableau-design-month-wrap-up
  11. "Understanding Sequential and Diverging Color Palettes in Tableau", Robert Rouse, InterWorks, December, 15, 2014
    https://www.interworks.com/blog/rrouse/2014/12/15/understanding-sequential-and-diverging-color-palettes-tableau
  12. "Cotgreave Palettes", Kris Erickson, Cotgreave Palettes, Tableau Public, October 23, 2015
    https://public.tableau.com/profile/krislikesmath#!/vizhome/DatablendvsJoin/CotgreavePalettes
  13. "More Tableau Color Palettes", Kris Erickson, Erickson Data, Tableau Public, 2015
    http://ericksondata.com/wp/2015/more-tableau-color-palettes
  14. "More Tableau color palettes", Kris Erickson, Cotgreave Palettes, Tableau Public, October 23, 2015
    https://public.tableau.com/profile/krislikesmath#!/vizhome/DatablendvsJoin/CotgreavePalettes
  15. "More Tableau Color Palettes", Kris Erickson, PDF File, Dropbox, March 30, 2016
    https://www.dropbox.com/s/yzm2v21hh0lzj90/More%20Tableau%20color%20palettes.pdf
  16. "Choosing Colors for Accessibility (cube helix)", Tableau Public, October 11, 2013
    https://public.tableau.com/s/blog/2013/10/choosing-colors-accessibility
  17. "Sunset Color Palettes", Ben Jones, Data Remixed, March 20, 2015
    http://dataremixed.com/2015/03/sunset-color-palettes
  18. "Color the Dupes", Keith Helfrich, Red Headed Step Data, January 8, 2015
    http://redheadedstepdata.io/color-the-dupes
  19. "Exploring the Tableau Preference File", Jeffrey Shaffer and Russell Christopher, Data + Science, October 26, 2014
    http://www.dataplusscience.com/TabPreference.html
  20. "Tableau Reference Guide", Jeffrey Shaffer, Data + Science, March 30, 2015
    http://www.dataplusscience.com/TableauReferenceGuide
  21. "The Little of Visualisation Design: Part 11", Andy Kirk, Visualising Data, March 29, 2016
    http://www.visualisingdata.com/2016/03/little-visualisation-design-part-11