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Data Visualization Best Practices for Success

Learn essential data visualization best practices to create clear, impactful visuals that communicate data effectively.

Technology
12 min read

Data visualization makes complex data meaningful by finding patterns, trends, and outliers. The goal is to turn numbers into bars, graphs, and charts that support analytical decision-making.

Whether you’re using open-source tools or advanced analytics software, follow these data visualization best practices. They’ll help you turn your numbers into something people can understand and keep them clean and accurate.

Know your audience and purpose

At the end of the day, data visualizations are to show the right insights to the right people in a way that makes sense to them. That’s why knowing your audience and purpose is where it all begins.

Who’s your target audience

Your audience determines how you present the data. Executives, analysts, and general users all consume information in their own way, so a visualization that doesn’t fit their needs won’t land, no matter how good it looks.

Keep in mind:

Factor What to Consider Example
Role What is their job, and what do they need from the data? Executives want high-level metrics. Analysts want granular data like user segmentation.
Data Literacy Can they handle complex visuals, or do they need simple layouts? Use scatter plots for technical teams but bar charts or infographics for non-technical users.
Pain Points What problem are they solving, and can you refine the data to solve it? Show profit-driving numbers for executives. Show customer trend insights for sales reps.

What’s the goal of the visualization

Before you start a data visualization project, ask yourself: What should someone do, think, or learn from this?

Whether you’re showing trends, relationships, or patterns, your goal shapes everything—how the data is presented, the chart type, and the story it tells.

Every graph or diagram should focus on either presenting facts or motivating the next step. Without a clear purpose, it will get cluttered. Here’s how to define your visualization goal:

  1. Start with the goal. Are you:
    1. Showing trends? Line graph.
    2. Explaining relationships? Scatter plot.
    3. Comparing categories? Bar or column chart.
    4. Showing proportions? Pie chart.
  2. Tie it to actions or insights. Let’s say you’re showing how customer churn affects revenue. Your goal might be to get the team to prioritize retention strategies. A waterfall chart would work great here. It can break down revenue losses from churn vs. gains from retention.
  3. Don’t overload your visuals. Each visualization should answer one question. Use separate ones if you have multiple goals.

Selecting the right visualization type

Choosing a data visualization type is about matching the data’s story to the right medium.

Data visualization types and their uses

Chart Type Best Use Tips
Line Chart Show changes over time (e.g., API response times, daily active users). Keep time intervals consistent, and don’t overlap lines.
Bar Chart Compare categories like framework performance benchmarks. Use vertical for time-based data and horizontal for descriptive. Keep bars the same width and spacing.
Pie Chart Show proportions for up to five categories. Don’t use it for precise comparisons or small differences (e.g., 49% vs. 51%). Label slices directly, and avoid using a legend.
Scatter Plot Show relationships between two variables. Add trendlines for patterns and flag outliers carefully.
Heatmap Show patterns in dense data (e.g., server load, user activity). Use intuitive gradients, and avoid red and green for colorblind users.

Misleading chart types

Using the wrong type of chart for your data (like a line graph for categorical comparisons) will distort the message. Overloading it with too much critical information (like multiple overlapping lines) will make it hard to follow.

If your data doesn’t fit into a common chart type, consider alternatives like stacked bar charts for layered comparisons or box plots for showing distributions. You can also try bubble, area, or radar charts. Treemaps are great for hierarchical data, and Gantt charts are a good option for time-series data and project tracking.

Simplify where you can and focus on readability to make data more consumable. Use clear labeling, accurate scaling, and intuitive design.

Clarity and simplicity

Good visuals make the data self-explanatory. The secret is clear visuals, smart use of whitespace, and accurate labeling.

Clutter reduction

Remember, your audience is here for the key points, and you want their focus to be where it matters. Here’s how to do that:

  • Remove unnecessary elements:  Get rid of extra gridlines and make them light and subtle if you have to use them. Also, don’t use heavy borders, complex legends, redundant titles, or decorative backgrounds.
  • Clean, distraction-free visuals: Skip drop shadows and 3D effects in bar charts as they take attention away from the data.
  • Use whitespace strategically: Use it to separate elements and reduce visual noise. For example, spacing out graphs in a dashboard will prevent overcrowding.

Color usage

Keep your color palette simple by using 3-5 colors max unless necessary and use each intentionally. For accessibility, use Color Brewer to test and create colorblind-friendly palettes.

Labeling and annotation

Every axis, trendline, or point of interest must be labeled. Without it, people will be guessing, and that defeats the purpose.

You can annotate outliers with callouts explaining why they are different in a scatter plot of algorithm performance.

In a line chart of server response times over a week, label peaks and dips with annotations for events like maintenance windows or unexpected traffic spikes. Tooltips are a great way to provide more detail without cluttering the chart.

Data accuracy and integrity

You want your audience to understand the story your data tells without being misled. Here’s how you can apply data visualization best practices to avoid common mistakes:

Data distortion

Data distortion is all about showing your data as is without exaggerating or downplaying. For example, always start bar charts at zero to prevent differences from looking exaggerated or misleading. And keep your scales and intervals across axes consistent. Uneven spacing will distort comparisons.

Granularity

You need to find the right balance when aggregating data (e.g., yearly summaries). While it’s good for high-level insights, too much aggregation can backfire and hide important patterns. Showing daily data for a multi-year analysis will leave viewers scratching their heads to see the bigger picture.

Match the level of detail to the decision-making context: daily for short-term trends like website traffic, monthly for operational metrics like revenue, and yearly for long-term growth comparisons.

Biases

Design charts and graphs that don’t unintentionally skew the data. Visual elements like axis scaling, sizing, or even layout choices can create misleading impressions. For example, a bar chart with a squished y-axis will make small differences look huge, while inconsistent bar widths will make one category look bigger than it is.

Use accurate proportions. Bold colors only when necessary. And group data logically. Be intentional with layout and think about how your choices (like category order) impact interpretation.

Data storytelling

In data science, storytelling takes statistical analyses and models and turns them into a narrative that highlights the key insights so the data is accessible and actionable for stakeholders. Let’s get into it:

Structuring data with a narrative

A good data visualization project is like a story with three parts:

  • Beginning – Introduce the data by providing context. If you’re working on a report about website performance, start with a clear summary of the time period and key metrics, and use a line chart to show changes over time.
  • Middle – Present insights with well-chosen visuals, like bar charts for comparisons or scatter plots to show relationships.
  • End – Conclude with takeaways, like a spike in traffic from a campaign. Structuring your data visualizations like this will keep your audience focused and make the data more tangible.

Takeaways

Common data visualization tips to highlight key insights are to use bold labels, larger font sizes, contrasting colors, annotations, and strategic placement of key elements. You can also add interactive tooltips or a few captions and arrows to point to specific data points.

Breaking down complex visualizations

When you have a complex data visualization process, break it down into steps.

  1. Start with an overview, like a bar chart of revenue by region.
  2. Transition to more detailed visualizations. This could be a scatter plot of customer demographics or performance across segments.
  3. Add interactive elements by adding filters or drop-down menus.
  4. Use tooltips to add extra context, like showing exact values or explaining odd spikes without cluttering the chart.

Best practices for interactive visualizations

Interactive visualizations bring data to life and let users explore and analyze beyond static charts. Here’s how:

Interactivity for deeper insights

Interactivity lets users dive into the details that matter most. Consider:

  • Filters – Quick data reduction.
  • Zoom – Focus on granular trends.
  • Tooltips – Check exact values instantly.
  • Drill-downs – From overview to details.
  • Customizable views – Switch between metrics easily.

Interactivity vs simplicity

Interactivity is great, but too many options can be confusing. So, keep it simple. Don’t overcomplicate with too many drill-downs, and add clear instructions like “Hover to see values.”

Device optimization

Interactive visualizations must work seamlessly across devices, especially in this day and age where so many users access on the go. So, make sure charts resize on different devices and screen sizes and buttons are big enough to tap. Replace hover tooltips with tap actions and space out elements for touchscreens to prevent accidental clicks.

Accessibility and inclusivity

Making your visualizations accessible means everyone can engage with your data regardless of their situation. Here’s how:

Color and contrast

Here’s how you can make sure your color choices are accessible and inclusive:

Tip What to Do Example
Check contrast. Use WebAIM to meet WCAG standards. Use dark text on a light background.
Avoid red-green pairings. Use alternative color combinations. Swap red-green for blue-orange.
Use colorblind palettes. Choose “colorblind safe” palettes (e.g., Brewer). Apply Brewer’s palette to pie charts.
Vary lightness, not hue. Design gradients with clear light-dark contrast. Light yellow to dark blue in heatmaps.

Text and fonts

Keep fonts simple and readable by sticking to sans-serif fonts like Arial or Open Sans. Use a readable font size even on smaller screens (at least 12-14px for labels) and don’t overcrowd legends or annotations, as it can hide the data.

Alternative text and descriptions

Data visualization best practices include alt text to describe what the chart is and what to look for, like spikes, drops, or outliers.

Provide context by explaining why the data matters and how it relates to the bigger picture, especially for visually impaired users to understand its importance. Do it without using too much technical jargon, and be concise but detailed.

Testing and iterating visualizations

Creating great visualizations is never a one-and-done. It takes testing and refining to make sure your work not only communicates clearly but also resonates with your audience. To get there, focus on:

Getting feedback

Start by sharing your visualization with the target audience—whether it’s teammates, stakeholders, or end users. Ask specific questions like, “Is the purpose of the chart clear?” or “Is anything confusing or misleading?”

Use surveys or live usability testing to collect feedback. For example, during a presentation, observe where people pause or ask questions. That’s where the confusion is. You want to gather actionable insights, not just surface-level opinions. That way, you can find the weak spots and areas to improve.

Refining

Never assume your first draft is the final version. Iteration is key. Look for common issues like complex layout, poor contrast, cluttered labels, or unclear axis scales.

Test small changes, like font size or axis scales, one by one and see what happens. It’s about refining step by step, not getting everything perfect at once.

FAQ

Why is the right data visualization type important?

The type of chart or graph you choose affects how the data is communicated. Line graphs,, for example, are great for showing trends over time, and bar charts are good for comparing quantitative data. Otherwise, using the wrong type will distort the message.

How do I make my data visualization accessible?

Accessibility is key to good data visualization. Choose colorblind-friendly palettes (especially avoid red-green pairs) and add alt text to describe the chart and specific data points, amongst many other things.

What is data storytelling, and why does it matter?

A data story combines visuals and context to make insights more relevant. It helps the audience connect with it by highlighting key insights (like patterns or outliers) and explaining what they mean. Building a data visualization culture within an organization amplifies this impact by getting teams to use data-driven visuals consistently. This culture enables shared understanding, aligns decision-making, and turns raw data into stories that drive collaboration and action.

How do I balance simplicity and interactivity in data visualization?

Good data visualization should combine clarity with interactivity. We recommend 3-5 interactive elements, like filters, zoom, or drill-downs. But always keep it simple and user-friendly.

What are some common mistakes to avoid in data visualization?

Avoid cluttered visuals and poor scaling, which distort the data. Use a clear visual hierarchy with labels and annotations for better understanding. Don’t overload your design with too many colors. Instead, stick to a well-thought-out color palette. Above all, make sure the charts represent the data and focus on delivering insights.

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BairesDev Editorial Team

By BairesDev Editorial Team

Founded in 2009, BairesDev is the leading nearshore technology solutions company, with 4,000+ professionals in more than 50 countries, representing the top 1% of tech talent. The company's goal is to create lasting value throughout the entire digital transformation journey.

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