Classify the data shape and message.
Prepare labeled values, categories, relationships, or dates. Define the audience and decision before choosing a visual.
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Workflow Playbook
Choose a chart or diagram that makes comparisons, distributions, hierarchies, relationships, and schedules understandable.
Hubs
Choose a chart or diagram that makes comparisons, distributions, hierarchies, relationships, and schedules understandable.
Use this guide to turn the stated scope into a reviewable result. Keep the source, intermediate outputs, and decisions together so the next person can understand what was checked and why.
Prepare labeled values, categories, relationships, or dates. Define the audience and decision before choosing a visual.
Use a representative dataset and retain the source values for verification.
Decision: Classify the data shape and message.. Prepare labeled values, categories, relationships, or dates. Define the audience and decision before choosing a visual.
Decision: Which visual family fits?. Match trends, categories, distributions, relationships, hierarchy, status, or dates to a chart with the same visual grammar.
Decision: Is the result trustworthy?. Check scale, totals, labels, units, ordering, and readability before sharing.
Prepare labeled values, categories, relationships, or dates. Define the audience and decision before choosing a visual. Use line-chart-generator, box-plot-generator, bar-chart-generator, sankey-diagram-generator, sunburst-chart-generator, gantt-chart-generator.
Choose the narrowest chart family for the data shape and create a labeled baseline. Use area-chart-generator, grouped-bar-chart, scatter-plot-generator, heatmap-generator, network-chart, timeline-generator.
Test one focused alternative for comparison, composition, uncertainty, or relationships. Use comparison-bar-chart, stacked-bar-chart, donut-chart-generator, radar-chart-generator, parallel-coordinates-chart, chord-diagram-generator.
Compare totals and labels with the source, then export the version that supports the decision. Use waterfall-chart-generator, quadrant-chart, gauge-chart-generator, progress-ring-chart, rating-star-chart, word-cloud-generator.
Workflow playbook
Prepare labeled values, categories, relationships, or dates. Define the audience and decision before choosing a visual.
Choose the narrowest chart family for the data shape and create a labeled baseline.
Test one focused alternative for comparison, composition, uncertainty, or relationships.
Compare totals and labels with the source, then export the version that supports the decision.
Prepare labeled values, categories, relationships, or dates. Define the audience and decision before choosing a visual.
Match trends, categories, distributions, relationships, hierarchy, status, or dates to a chart with the same visual grammar.
Check scale, totals, labels, units, ordering, and readability before sharing.