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Congressional Budget Office
Telling Visual Stories About Data
Presentation for the:
Seminar on Independent Budget Analysis & Transparency
A Global Network of Parliamentary Budget Offices Community Meeting
Peter Fontaine
Assistant Director for Budget Analysis
June 2014
Know Your Audience
Members of
Congress
and Staff
explanatory exploratory
static
interactive
How CBO
Communicates
Reports
Policy options, spreadsheet
Chartbooks
Snapshots
Presentations
Before
After
Infographics
Use Best Practices
Show the Data
Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
Show the Data
Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
0-axis thicker
than data line
Show the Data
Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
Tick marks probably
unnecessary
0-axis thicker
than data line
Show the Data
Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
Label and %-sign
are redundant0-axis thicker
than data line
Tick marks probably
unnecessary
Show the Data
Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
Abbreviations make
comprehension difficult
0-axis thicker
than data line
Tick marks probably
unnecessary
Label and %-sign
are redundant
Show the Data
Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
Data points are
outside the axis
bounds
0-axis thicker
than data line
Tick marks probably
unnecessary
Label and %-sign
are redundant
Abbreviations make
comprehension difficult
Implied Impulse Response Functions for Different Caseloads
(Percentage change in caseload)
-20
-10
0
10
20
0 1 2 3 4 5
Years
Adult Only
0 1 2 3 4 5
Years
No Cash
-20
-10
0
10
20
0 1 2 3 4 5
Years
Welfare Cash Assistance
0 1 2 3 4 5
Years
SSI Cash Assistance
Show the Data
Gordon Hanson, Journal of Economic Perspectives, Spring 2012
Reduce Clutter
Reduce Clutter
Integrate Text and Graphics
Social Security Advisory Board, Aspects of Disability Decision Making: Data and Materials, February 2012
Integrate Text and Graphics
Use
Appropriate
Tools
Excel
Stata
SAS
Open Office
R
Tableau
JavaScript
Google Charts
Standard
Tools
Newer
Tools
If your tool doesn’t let you
create the visualization you
want, get a different tool.
Do the figures in this report
illustrate its main points?
What should the reader learn
from the figure?
Is the figure understandable
outside the confines of the
report?
The purpose of visualization is
insight, not pictures
-Ben Shneiderman
References
Slide
7. CBO, The Budget and Economic Outlook: 2014 to 2024,
www.cbo.gov/publication/45010, February 2014
8-9. CBO, Social Security Policy Options,
www.cbo.gov/publication/21547, July 2010
10. CBO, A Premium Support System for Medicare: Analysis of Illustrative Options,
www.cbo.gov/publication/44581, September 2013
11. CBO, The Budget and Economic Outlook: 2014 to 2024,
www.cbo.gov/publication/45010, February 2014
13. CBO, Rising Demand for Long-Term Services and Supports for Elderly People,
www.cbo.gov/publication/44363, June 2013
14-15. CBO, The Distribution of Federal Spending and Taxes in 2006,
www.cbo.gov/publication/44698, November 2013
17. CBO, Snapshot of the Supplemental Nutrition Assistance Program,
www.cbo.gov/publication/44131, April 2013
18. CBO, Snapshot of Unemployment Benefits,
www.cbo.gov/publication/44096, March 2013
References, continued
Slide
20. CBO, Federal Health Care Spending: Why Is It Growing? What Could Be Done About It?
www.cbo.gov/publication/44761 , September 2013
21. CBO, Federal Health Care Spending: Why Is It Growing? What Could Be Done About It?
www.cbo.gov/publication/45144, February 2014
22. CBO, The Federal Budget: Outlook and Challenges,
www.cbo.gov/publication/44378, June 2013
24-27. CBO, The U.S. Federal Budget: Infographic,
www.cbo.gov/publication/42636, December 2011
28-32. CBO, Federal Means-Tested Programs and Tax Credits—Infographic,
www.cbo.gov/publication/43935, February 2013
33. CBO, The Long-Term Budget Outlook: Infographic,
www.cbo.gov/publication/43289, June 2012
35-45. Jonathan Schwabish, “An Economist’s Guide to Visualizing Data,” Journal of Economic
Perspectives, www.aeaweb.org/articles.php?doi=10.1257/jep.28.1.209, Winter
2014

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Telling Visual Stories About Data

  • 1. Congressional Budget Office Telling Visual Stories About Data Presentation for the: Seminar on Independent Budget Analysis & Transparency A Global Network of Parliamentary Budget Offices Community Meeting Peter Fontaine Assistant Director for Budget Analysis June 2014
  • 7.
  • 9.
  • 10.
  • 11.
  • 13.
  • 14.
  • 15.
  • 17.
  • 18.
  • 21. After
  • 22.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 35. Show the Data Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011
  • 36. Show the Data Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011 0-axis thicker than data line
  • 37. Show the Data Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011 Tick marks probably unnecessary 0-axis thicker than data line
  • 38. Show the Data Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011 Label and %-sign are redundant0-axis thicker than data line Tick marks probably unnecessary
  • 39. Show the Data Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011 Abbreviations make comprehension difficult 0-axis thicker than data line Tick marks probably unnecessary Label and %-sign are redundant
  • 40. Show the Data Jacob Klerman and Caroline Danielson, Journal of Policy Analysis and Management, 2011 Data points are outside the axis bounds 0-axis thicker than data line Tick marks probably unnecessary Label and %-sign are redundant Abbreviations make comprehension difficult
  • 41. Implied Impulse Response Functions for Different Caseloads (Percentage change in caseload) -20 -10 0 10 20 0 1 2 3 4 5 Years Adult Only 0 1 2 3 4 5 Years No Cash -20 -10 0 10 20 0 1 2 3 4 5 Years Welfare Cash Assistance 0 1 2 3 4 5 Years SSI Cash Assistance Show the Data
  • 42. Gordon Hanson, Journal of Economic Perspectives, Spring 2012 Reduce Clutter
  • 44. Integrate Text and Graphics Social Security Advisory Board, Aspects of Disability Decision Making: Data and Materials, February 2012
  • 45. Integrate Text and Graphics
  • 48. If your tool doesn’t let you create the visualization you want, get a different tool.
  • 49. Do the figures in this report illustrate its main points?
  • 50. What should the reader learn from the figure?
  • 51. Is the figure understandable outside the confines of the report?
  • 52. The purpose of visualization is insight, not pictures -Ben Shneiderman
  • 53. References Slide 7. CBO, The Budget and Economic Outlook: 2014 to 2024, www.cbo.gov/publication/45010, February 2014 8-9. CBO, Social Security Policy Options, www.cbo.gov/publication/21547, July 2010 10. CBO, A Premium Support System for Medicare: Analysis of Illustrative Options, www.cbo.gov/publication/44581, September 2013 11. CBO, The Budget and Economic Outlook: 2014 to 2024, www.cbo.gov/publication/45010, February 2014 13. CBO, Rising Demand for Long-Term Services and Supports for Elderly People, www.cbo.gov/publication/44363, June 2013 14-15. CBO, The Distribution of Federal Spending and Taxes in 2006, www.cbo.gov/publication/44698, November 2013 17. CBO, Snapshot of the Supplemental Nutrition Assistance Program, www.cbo.gov/publication/44131, April 2013 18. CBO, Snapshot of Unemployment Benefits, www.cbo.gov/publication/44096, March 2013
  • 54. References, continued Slide 20. CBO, Federal Health Care Spending: Why Is It Growing? What Could Be Done About It? www.cbo.gov/publication/44761 , September 2013 21. CBO, Federal Health Care Spending: Why Is It Growing? What Could Be Done About It? www.cbo.gov/publication/45144, February 2014 22. CBO, The Federal Budget: Outlook and Challenges, www.cbo.gov/publication/44378, June 2013 24-27. CBO, The U.S. Federal Budget: Infographic, www.cbo.gov/publication/42636, December 2011 28-32. CBO, Federal Means-Tested Programs and Tax Credits—Infographic, www.cbo.gov/publication/43935, February 2013 33. CBO, The Long-Term Budget Outlook: Infographic, www.cbo.gov/publication/43289, June 2012 35-45. Jonathan Schwabish, “An Economist’s Guide to Visualizing Data,” Journal of Economic Perspectives, www.aeaweb.org/articles.php?doi=10.1257/jep.28.1.209, Winter 2014