EIA 1011

Group 1 & Group 2

Chapter 2

Week 3 :
Organizing and Visualizing Variables

Instructor: Dr Adilah

Group 1
Group 2

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Recap:
To Properly Apply Statistics You Should Follow A Framework
To Minimize Possible Errors
In this book we will use DCOVA

 Define the data you want to study to solve a

problem or meet an objective.
 Collect the data from appropriate sources.
 Organize the data collected by developing
tables.
 Visualize the data collected by developing
charts.
 Analyze the data collected to reach
conclusions and present the results.
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 Objectives
In this chapter you learn:
 How to organize and visualize categorical
variables.
 How to organize and visualize numerical
variables.
 How to summarize a mix of variables.
 How to avoid making common errors when
organizing and visualizing variables.

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Categorical Data Are Organized By
Utilizing Tables
DCOVA
Categorical
Data

Tallying Data

One Two
Categorical Categorical
Variable Variables

Summary Contingency
Table Table

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 Organizing Categorical Data:
Summary Table DCOVA
 A summary table tallies the frequencies or percentages of items in a set
of categories so that you can see differences between categories.

Devices Millennials Use to Watch Movies or Television Shows

Devices Used To Watch Movies or TV Shows Percent

Television Set 49%
Tablet 9%
Smartphone 10%
Laptop / Desktop 32%

Source: Data extracted and adapted from A. Sharma, “Big Media Needs to Embrace
Digital Shift Not Fight It,” Wall Street Journal, June 22, 2016, p. 1-2.

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 A Contingency Table Helps Organize
Two or More Categorical Variables
DCOVA
 Used to study patterns that may exist between
the responses of two or more categorical
variables.

 Cross tabulates or tallies jointly the responses

of the categorical variables.

 For two variables the tallies for one variable are

located in the rows and the tallies for the
second variable are located in the columns.
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 Contingency Table - Example
DCOVA
 A random sample of 400
Contingency Table Showing
invoices is drawn. Frequency of Invoices Categorized
 Each invoice is categorized By Size and The Presence Of Errors
as a small, medium, or large No
Errors Errors Total
amount.
Small 170 20 190
 Each invoice is also Amount
examined to identify if there Medium 100 40 140
are any errors. Amount
 This data are then organized Large 65 5 70
in the contingency table to Amount
the right. Total 335 65 400

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 Contingency Table Based On
Percentage Of Overall Total DCOVA
No
Errors Errors Total 42.50% = 170 / 400
Small 170 20 190 25.00% = 100 / 400
Amount 16.25% = 65 / 400
Medium 100 40 140
Amount No
Large 65 5 70 Errors Errors Total
Amount Small 42.50% 5.00% 47.50%
Total 335 65 400 Amount
Medium 25.00% 10.00% 35.00%
Amount
83.75% of sampled invoices
Large 16.25% 1.25% 17.50%
have no errors and 47.50% Amount
of sampled invoices are for Total 83.75% 16.25% 100.0%
small amounts.
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 Contingency Table Based On
Percentage of Row Totals DCOVA
No
Errors Errors Total 89.47% = 170 / 190
Small 170 20 190 71.43% = 100 / 140
Amount 92.86% = 65 / 70
Medium 100 40 140
Amount No
Large 65 5 70 Errors Errors Total
Amount Small 89.47% 10.53% 100.0%
Total 335 65 400 Amount
Medium 71.43% 28.57% 100.0%
Amount
Medium invoices have a larger
Large 92.86% 7.14% 100.0%
chance (28.57%) of having Amount
errors than small (10.53%) or Total 83.75% 16.25% 100.0%
large (7.14%) invoices.
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 Contingency Table Based On
Percentage Of Column Totals DCOVA
No
Errors Errors Total 50.75% = 170 / 335
Small 170 20 190 30.77% = 20 / 65
Amount
Medium 100 40 140
Amount No
Large 65 5 70 Errors Errors Total
Amount Small 50.75% 30.77% 47.50%
Total 335 65 400 Amount
Medium 29.85% 61.54% 35.00%
Amount
There is a 61.54% chance
Large 19.40% 7.69% 17.50%
that invoices with errors are Amount
of medium size. Total 100.0% 100.0% 100.0%

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 Tables Used For Organizing
Numerical Data
DCOVA
Numerical Data

Ordered Array Frequency Cumulative

Distributions Distributions

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 Organizing Numerical Data:
Ordered Array
DCOVA
 An ordered array is a sequence of data, in rank order, from the
smallest value to the largest value.
 Shows range (minimum value to maximum value).
 May help identify outliers (unusual observations).

Age of Day Students

Surveyed
College 16 17 17 18 18 18
Students 19 19 20 20 21 22
22 25 27 32 38 42
Night Students
18 18 19 19 20 21
23 28 32 33 41 45
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 Organizing Numerical Data:
Frequency Distribution
DCOVA
 The frequency distribution is a summary table in which the data are
arranged into numerically ordered classes.

 You must give attention to selecting the appropriate number of class

groupings for the table, determining a suitable width of a class grouping,
and establishing the boundaries of each class grouping to avoid
overlapping.

 The number of classes depends on the number of values in the data. With
a larger number of values, typically there are more classes. In general, a
frequency distribution should have at least 5 but no more than 15 classes.

 To determine the width of a class interval, you divide the range (Highest
value–Lowest value) of the data by the number of class groupings
desired.
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 Organizing Numerical Data:
Frequency Distribution Example
DCOVA

Example: A manufacturer of insulation randomly

selects 20 winter days and records the daily high
temperature in degrees Fahrenheit.

24, 35, 17, 21, 24, 37, 26, 46, 58, 30, 32, 13, 12, 38, 41, 43, 44, 27, 53, 27

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 Organizing Numerical Data:
Frequency Distribution Example
DCOVA
 Sort raw data in ascending order:
12, 13, 17, 21, 24, 24, 26, 27, 27, 30, 32, 35, 37, 38, 41, 43, 44, 46, 53, 58.
 Find range: 58 - 12 = 46.
 Select number of classes: 5 (usually between 5 and 15).
 Compute class interval (width): 10 (46/5 then round up).
 Determine class boundaries (limits):
 Class 1: 10 but less than 20.
 Class 2: 20 but less than 30.
 Class 3: 30 but less than 40.
 Class 4: 40 but less than 50.
 Class 5: 50 but less than 60.
 Compute class midpoints: 15, 25, 35, 45, 55.
 Count observations & assign to classes.

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 Organizing Numerical Data: Frequency
Distribution Example
DCOVA
Data in ordered array:
12, 13, 17, 21, 24, 24, 26, 27, 27, 30, 32, 35, 37, 38, 41, 43, 44, 46, 53, 58

Class Midpoints Frequency

10 but less than 20 15 3

20 but less than 30 25 6
30 but less than 40 35 5
40 but less than 50 45 4
50 but less than 60 55 2
Total 20

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 Organizing Numerical Data: Relative &
Percent Frequency Distribution Example
DCOVA
Relative
Class Frequency Frequency Percentage

10 but less than 20 3 .15 15%

20 but less than 30 6 .30 30%
30 but less than 40 5 .25 25%

40 but less than 50 4 .20 20%

50 but less than 60 2 .10 10%

Total 20 1.00 100%

Relative Frequency = Frequency / Total, e.g. 0.10 = 2 / 20

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 Organizing Numerical Data: Cumulative
Frequency Distribution Example
DCOVA
Cumulative Cumulative
Class Frequency Percentage
Frequency Percentage

10 but less than 20 3 15% 3 15%

20 but less than 30 6 30% 9 45%
30 but less than 40 5 25% 14 70%
40 but less than 50 4 20% 18 90%
50 but less than 60 2 10% 20 100%
Total 20 100% 20 100%

Cumulative Percentage = Cumulative Frequency / Total * 100 e.g. 45% = 100*9/20

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Why Use a Frequency Distribution?
DCOVA
 It condenses the raw data into a more
useful form.
 It allows for a quick visual interpretation of
the data.
 It enables the determination of the major
characteristics of the data set including
where the data are concentrated /
clustered.

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 Frequency Distributions:
Some Tips
DCOVA
 Different class boundaries may provide different pictures for
the same data (especially for smaller data sets).

 Shifts in data concentration may show up when different

class boundaries are chosen.

 As the size of the data set increases, the impact of

alterations in the selection of class boundaries is greatly
reduced.

 When comparing two or more groups with different sample

sizes, you must use either a relative frequency or a
percentage distribution.

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 Visualizing Categorical Data
Through Graphical Displays
DCOVA
Categorical
Data
Visualizing Data

Summary Contingency
Table For One Table For Two
Variable Variables

Bar Pareto Side By Side Doughnut

Chart Chart Bar Chart Chart

Pie or
Doughnut Chart
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 Visualizing Categorical Data:
The Bar Chart
DCOVA
 The bar chart visualizes a categorical variable as a series of bars. The
length of each bar represents either the frequency or percentage of
values for each category. Each bar is separated by a space called a gap.

Devices Percent
Used to
Watch
Television Set 49%
Tablet 9%
Smartphone 10%
Laptop / 32%
Desktop

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 Visualizing Categorical Data:
The Pie Chart
DCOVA
 The pie chart is a circle broken up into slices that represent categories.
The size of each slice of the pie varies according to the percentage in
each category.

Devices Percent
Used to
Watch
Television Set 49%
Tablet 9%
Smartphone 10%
Laptop / 32%
Desktop

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 Visualizing Categorical Data:
The Doughnut Chart DCOVA
 The doughnut chart is the outer part of a circle broken up into pieces
that represent categories. The size of each piece of the doughnut varies
according to the percentage in each category.

Devices Percent
Used to
Watch
Television Set 49%
Tablet 9%
Smartphone 10%
Laptop / 32%
Desktop

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 Visualizing Categorical Data:
The Pareto Chart
DCOVA
 Used to portray categorical data (nominal
scale).
 A vertical bar chart, where categories are
shown in descending order of frequency.
 A cumulative polygon is shown in the same
graph.
 Used to separate the “vital few” from the “trivial
many.”
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 Visualizing Categorical Data:
The Pareto Chart (con’t) DCOVA
Ordered Summary Table For Causes
Of Incomplete ATM Transactions
Cumulative
Cause Frequency Percent Percent
Warped card jammed 365 50.41% 50.41%
Card unreadable 234 32.32% 82.73%
ATM malfunctions 32 4.42% 87.15%
ATM out of cash 28 3.87% 91.02%
Invalid amount requested 23 3.18% 94.20%
Wrong keystroke 23 3.18% 97.38%
Lack of funds in account 19 2.62% 100.00%
Total 724 100.00%
Source: Data extracted from A. Bhalla, “Don’t Misuse the Pareto Principle,” Six Sigma Forum
Magazine, May 2009, pp. 15–18.

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 Visualizing Categorical Data:
The Pareto Chart (con’t) DCOVA

The “Vital
Few”
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 Visualizing Categorical Data:
Side By Side Bar Charts DCOVA
 The side by side bar chart represents the data from a contingency
table.
No
Errors Errors Total
Invoice Size Split Out By Errors
Small 50.75% 30.77% 47.50% & No Errors
Amount
Medium 29.85% 61.54% 35.00% Errors

Amount
Large 19.40% 7.69% 17.50% No Errors
Amount
0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0%
Total 100.0% 100.0% 100.0%
Large Medium Small

Invoices with errors are much more likely to be of

medium size (61.5% vs 30.8% & 7.7%).
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 Visualizing Categorical Data:
Doughnut Charts DCOVA
 A Doughnut Chart can be used to represent the data from a contingency table.

No
Errors Errors Total Invoice Size & Errors
Inner Ring With Errors, Outer Ring No
Small 50.75% 30.77% 47.50% Errors
Amount 19.4%

30.8%
Medium 29.85% 61.54% 35.00% 7.7%
30.8%

Amount 61.5%

Large 19.40% 7.69% 17.50% 29.9%

Amount
Small Medium Large
Total 100.0% 100.0% 100.0%

Invoices with errors are much more likely to be of

medium size (61.5% vs 30.8% & 7.7%).
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 Visualizing Numerical Data
By Using Graphical Displays
DCOVA
Numerical Data

Frequency Distributions
Ordered Array and
Cumulative Distributions

Stem-and-Leaf
Display Histogram Polygon Ogive

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 Stem-and-Leaf Display
DCOVA

 A simple way to see how the data are distributed

and where concentrations of data exist.

METHOD: Separate the sorted data series

into leading digits (the stems) and
the trailing digits (the leaves).

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 Organizing Numerical Data:
Stem and Leaf Display
DCOVA
 A stem-and-leaf display organizes data into groups (called
stems) so that the values within each group (the leaves)
branch out to the right on each row.
Age of College Students

Age of Day Students Day Students Night Students

Surveye
16 17 17 18 18 18 Stem Leaf
d College Stem Leaf
Students 19 19 20 20 21 22
1 67788899 1 8899
22 25 27 32 38 42
Night Students 2 0012257 2 0138
18 18 19 19 20 21
3 28 3 23
23 28 32 33 41 45
4 2
4 15

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 Visualizing Numerical Data:
The Histogram
DCOVA
 A vertical bar chart of the data in a frequency distribution is
called a histogram.

 In a histogram there are no gaps between adjacent bars.

 The class boundaries (or class midpoints) are shown on the

horizontal axis.

 The vertical axis is either frequency, relative frequency, or

percentage.

 The height of the bars represent the frequency, relative

frequency, or percentage.

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 Visualizing Numerical Data:
The Histogram
DCOVA
Relative
Class Frequency Frequency Percentage

10 but less than 20 3 .15 15

20 but less than 30 6 .30 30
30 but less than 40 5 .25 25

40 but less than 50 4 .20 20 8

50 but less than 60 2 .10 10 Histogram:Age
Histogram: Temperature
Of Students
Total 20 1.00 100
6

Frequency
4
(In a percentage
histogram the vertical
axis would be defined to 2
show the percentage of
observations per class).
0
5 15 25 35 45 55 More

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 Visualizing Numerical Data:
The Percentage Polygon
DCOVA

 A percentage polygon is formed by having the midpoint of

each class represent the data in that class and then connecting
the sequence of midpoints at their respective class
percentages.

 The cumulative percentage polygon, or ogive, displays the

variable of interest along the X axis, and the cumulative
percentages along the Y axis.

 Useful when there are two or more groups to compare.

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Visualizing Numerical Data:
The Frequency Polygon DCOVA
Useful When Comparing Two or More Groups

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Visualizing Numerical Data:
The Percentage Polygon
DCOVA

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Example of growth stock: Amazon Inc. (AMZN)

Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), Procter & Gamble (NYSE:PG),

and Target (NYSE:TGT).

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Visualizing Numerical Data:
The Cumulative Percentage Polygon (Ogive)
DCOVA
Useful When Comparing Two or More Groups

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Visualizing Numerical Data:
The Cumulative Percentage Polygon (Ogive)
DCOVA

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Visualizing Two Numerical Variables
By Using Graphical Displays
DCOVA

Two Numerical
Variables

Scatter Time-
Plot Series
Plot

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 Visualizing Two Numerical
Variables: The Scatter Plot
DCOVA
 Scatter plots are used for numerical data consisting of paired
observations taken from two numerical variables.

 One variable’s values are displayed on the horizontal or X

axis and the other variable’s values are displayed on the
vertical or Y axis.

 Scatter plots are used to examine possible relationships

between two numerical variables.

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 Scatter Plot Example
DCOVA

Volume Cost per

per day day
Cost per Day vs. Production Volume
23 125
26 140 250
Cost per Day

29 146 200
33 160
150
38 167
42 170 100
20 30 40 50 60 70
50 188
Volume per Day
55 195
60 200

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Visualizing Two Numerical
Variables: The Time Series Plot
DCOVA
 A Time-Series Plot is used to study
patterns in the values of a numeric
variable over time.

 The Time-Series Plot:

 Numeric variable’s values are on the
vertical axis and the time period is on
the horizontal axis.

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 Time Series Plot Example
DCOVA
Number of
Year Franchises
2011 43
2012 54
2013 60
Number of Franchises
2014 73 120

2015 82
100
2016 95 Number of Franchises

2017 107 80

2018 99 60

2019 95
40

20

0
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Year

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Organizing A Mix Of Variables: The
Multidimensional Contingency Table
DCOVA
 A multidimensional contingency table is constructed by
tallying the responses of three or more categorical variables.
 Can be used to discover possible patterns and relationships in
multidimensional data that simpler tables and charts would fail to
make apparent.

 As a practical rule, tables should be limited to no more than

three or four variables.

 In typical use, these tables:

 Extend contingency tables to two or more row or column variables, or
 Replace the frequencies found in a contingency table with summary
information about a numeric variable.

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A Multidimensional Contingency Table Tallies
Responses Of Three or More Categorical
Variables DCOVA
Three Dimensional Table
Two Dimensional Table Showing Showing Fund Type, Market
Fund Type and Risk Level for Cap, and Risk Level for the
sample of 479 retirement funds. sample of the 479 retirement
funds.

In Excel creating a Pivot Table

yields an interactive display
of this type.

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Drilling-Down On A Table Reveals
The Data The Table Summarizes
DCOVA

 Clicking a cell in an Excel table displays the

rows of data associated with that cell.

 Drill-down is perhaps the simplest form of data

discovery.

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Drill-Down Reveals The Data
Underlying A Higher-Level Summary
DCOVA
Results of drilling down to
the details about small value
funds with low risk revealing
the ten-year return ranges from
4.83% to 9.44%.

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Displays To Visualize A Mix Of Many
Variables DCOVA

 Displays are more useful than a multidimensional

contingency table with many row and column
variables.
 The data (not just summary statistics) can be
shown for numerical variables.
 Multiple numerical variables can be presented in
one summarization.
 Visualizations can reveal patterns that can be
hard to see in tables.

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Colored Scatter Plots Visualize Both
Numerical Variables & Categorical Variable(s)
Observations:
Large Market Capitalization Funds (red dots) DCOVA
1. Relatively have best returns and lowest expense ratios.

2. Some have either low returns or high expense ratios or both.

Tableau Scatter Plot

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Bubble Charts Extend Scatter Plots
DCOVA
 Use the size of points (called bubbles) to
represent the value of an additional variable.

 In Excel the additional variable must be

numerical.

 In Tableau the additional variable can be either

numerical or categorical.

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An Excel PivotChart Visualizes Specific
Categories From A PivotTable Summary
DCOVA
Low Risk Small
Market Cap Funds
Have The Highest Mean
Return Among Low Risk
Funds.

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Treemaps Are Graphical Displays Of
Contingency Tables DCOVA

Excel and Tableau Treemaps For Fund Type and Market Cap

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Sparklines Are Compact Time-Series
Visualizations Of Numerical Variables
DCOVA
Movie
revenues
by week
per month

Excel and
Tableau
Sparklines
Displays

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Filtering and Querying Data
DCOVA
 Two operations associated with preparing tabular
or visual summaries are Data Filtering and
Querying.
 Data filtering selects rows of data that match
criteria; specified value(s) for specific variable(s).
 Data Querying is similar but may not select all of
the columns of the matching rows.
 Excel has various filtering & query features.

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 Excel Slicers Filter & Query Data
From A Pivot Table
DCOVA
 A slicer is a panel of clickable buttons
superimposed over a worksheet.

 Each button in a slicer represents a unique

value of a variable found in a the source data of
a PivotTable.

 By clicking buttons in the slicer panels, you

query the data.

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 Example Of Slicers For The
Retirement Funds Workbook
DCOVA
With the four slicers below, you can ask questions such as:
1. What are the attributes of the fund(s) with the lowest expense ratio?
2. What are the expense ratios associated with large market cap value
funds that have a star rating of five?

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 Answering The Questions
What are the What are the expense ratios
attributes of the associated with large market cap value
fund(s) with the funds that have a star rating of five?
lowest expense ratio?
The expense ratios for these funds are:
The updated 0.83, 094, 1.05, 1.09, 1.18, and 1.19.
PivotTable (not shown
below) reveals only An expense ratio measures how much you’ll pay over the course of a
year to own a fund.
one such fund. Pay for things like the management of the fund, marketing, advertising
and any other costs associated with running the fund. Both mutual
funds and ETFs charge an expense ratio.

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 The Pitfalls in Organizing and
Visualizing Variables DCOVA

 When organizing and visualizing data need to

be mindful of:
 The limits of other’s ability to perceive and
comprehend.
 Presentation issues that can undercut the usefulness
of methods from this chapter.
 It is easy to create summaries that:
 Obscure the data or
 Create false impressions.
 Contain Chartjunk

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An Example Of Obscuring Data,
Information Overload
DCOVA

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 False Impressions Can Be
Created In Many Ways DCOVA

 Selective summarization:
 Presenting only part of the data collected.

 Improperly constructed charts:

 Potential pie chart issues.
 Improperly scaled axes.
 A Y axis that does not begin at the origin or is a
broken axis missing intermediate values.

 Chartjunk.
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An Example of Selective Summarization, These
Two Summarizations Tell Totally Different Stories
DCOVA

Change
from
Prior
Company Year Company Year 1 Year 2 Year 3
A +7.2% A -22.6% -33.2% +7.2%
B +24.4% B -4.5% -41.9% +24.4%
C +24.9% C -18.5% -31.5% +24.9%
D +24.8% D -29.4% -48.1% +24.8%
E +12.5% E -1.9% -25.3% +12.5%
F +35.1% F -1.6% -37.8% +35.1%
G +29.7% G +7.4% -13.6% +29.7%

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 66

How Obvious Is It That Both Pie Charts
Summarize The Same Data? DCOVA

Why is it hard to tell? What would you do to improve?

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 67

 Graphical Errors:
No Relative Basis DCOVA

Bad Presentation Good Presentation

A’s received by A’s received by
Freq. students. % students.
30%
300

200 20%

100 10%

0 0%
FR SO JR SR FR SO JR SR

FR = Freshmen, SO = Sophomore, JR = Junior, SR = Senior

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 68

 Graphical Errors:
Compressing the Vertical Axis
DCOVA

Bad Presentation  Good Presentation

Quarterly Sales Quarterly Sales
$ $
200 50

100 25

0 0
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 69

 Graphical Errors: No Zero Point
on the Vertical Axis
DCOVA

Bad Presentation
 Good Presentations

Monthly Sales $ Monthly Sales

$ 45
45
42
42 39
39 36
36 0
J F M A M J J F M A M J

Graphing the first six months of sales

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 70

 Graphical Errors: Chart Junk,
Can You Identify The Junk?
DCOVA

Bad Presentation  Good Presentation

Left illustration adapted from S. Watterson, “Liquid Gold—Australians Are Changing the World of Wine. Even the French Seem Grateful.” Time,
November 22, 1999, p. 68-69

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 71

 Best Practices for Constructing
Visualizations DCOVA
 Use the simplest possible visualization.
 Include a title and label all axes.
 Include a scale for each axis if the chart contains axes.
 Begin the scale for a vertical axis at zero and use a
constant scale.
 Avoid 3D or “exploded” effects & the use of chartjunk.
 Use consistent colorings in charts meant to be compared.
 Avoid using uncommon chart types including radar,
surface, cone, and pyramid charts.

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 72

 Chapter Summary
In this chapter we covered:
 Organizing and visualizing categorical variables.
 Organizing and visualizing numerical variables.
 Summarizing a mix of variables.
 Avoiding common errors when organizing and
visualizing variables.

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 73

 Attendance Week 4

A L WAY S L E A R N I N G Copyright © 2021 Pearson Education Ltd. Slide 74