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Lesson 3 of 7Graphic Design
Unit 1 · Lesson 3 of 7

Information Design and Infographics

How to turn numbers and processes into graphics people understand at a glance: the Gestalt rules the eye uses to group things, consistent icon systems, choosing the right chart, and keeping scales honest.

5 min read11 practice questionsAsk AI about this →

Key things to remember

  1. 1The Gestalt principles (proximity, similarity, enclosure, continuity, closure, figure–ground) describe how the eye groups things before anything is read.
  2. 2An icon system shares one grid, one stroke weight, one style and one meaning per icon; label anything ambiguous.
  3. 3Pick the chart from the question: bar to compare, line for change over time, pie or waffle for parts of a whole, scatter for relationships, histogram for spread.
  4. 4Bar charts must start at zero because length encodes value; a truncated axis exaggerates differences.
  5. 5 an honest graphic is close to 1.
  6. 6For proportional circles, scale the radius by so that area matches the data.

A city publishes a 40-page report on transit ridership. Almost nobody reads it. Someone turns the three numbers that matter into a single graphic, and it is shared thousands of times. That is information design: arranging data and processes so a reader understands them faster and more accurately than they would from text. The second half of that sentence matters as much as the first. A graphic that is quick to read but leaves the wrong impression is worse than the report, because people trust pictures and rarely check them.

Gestalt: the eye groups before it reads

Before anyone reads a single label, their visual system has already sorted the page into groups. The Gestalt principles, described by German psychologists in the early twentieth century, name the cues it uses. They matter in an infographic because a reader who groups things wrongly will misread the data even if every number on the page is correct. You use them on purpose: put things together that belong together, and make the grouping visible without a single word.

BeforeClub FairSept 22Main Gym3:00 pmeveryone welcomenothing aligns · no grouping · no focal pointAfterSEPT 223:00 pm · Main GymClub FairEveryone welcomeLOGOone left edge · details grouped · date dominant
Fig 1Proximity and alignment at work. Nothing was rewritten, yet the second layout groups the information correctly.
PrincipleWhat the eye doesHow an infographic uses it
ProximityTreats things that are close together as one groupKeep each number right beside its label; leave clear gaps between sections
SimilarityGroups things that share colour, shape or sizeGive every 'Toronto' data point the same colour in every chart on the page
EnclosureGroups whatever sits inside a shared box or tintA light panel around a sidebar of related facts
ContinuityFollows lines and smooth pathsA connecting line guiding the reader through steps 1 to 5 of a process
ClosureCompletes shapes that are only partly drawnSimple icons that suggest a shape with a few strokes
Figure–groundSeparates a subject from its backgroundEnough contrast that the chart is clearly in front of any decorative background

Icon systems

Icons save space and cross language barriers, but only when they work as a system: a family that looks like it was drawn by one hand to one set of rules. A single mismatched icon, filled when the others are outlined, makes the reader wonder whether it means something different. Consistency is what lets the reader stop looking at the icons and start looking at the information.

  • One grid. Draw every icon on the same square grid (for example 24 × 24 units) with the same padding, so they sit at the same optical size.
  • One stroke weight and one style. All outlined or all filled, with the same corner radius and line ends.
  • One meaning per icon. If a bus icon means 'transit' on one panel, it cannot mean 'school trips' on the next.
  • Label anything ambiguous. A floppy disk still means 'save' to many people and nothing at all to others. A short label costs little and removes the guess.
  • Test at the smallest size. Detail that looks charming at 200 px turns to mush at 16 px. Simplify until it survives.

Choosing the right chart

The question the data answersChart to useWhy it works
How do these categories compare?Bar chart (horizontal if labels are long), sorted by valueLengths on a shared baseline are the easiest visual quantity to judge
How did this change over time?Line chartThe slope of the line shows the rate and direction of change
What share of the whole is each part?Pie (five slices or fewer), stacked bar, or a 10 × 10 waffle gridEach shows parts adding to 100%; the waffle makes percentages countable
Are two variables related?Scatter plotEach point is one case, so clusters and trends appear on their own
How are values spread out?HistogramBars show how many cases fall in each range
Where does it happen?Map shaded by rate (per capita), not by raw countRaw counts mostly show where people live
Why bars beat pies for comparison
In experiments published in 1984, the statisticians William Cleveland and Robert McGill found that people judge position along a common scale and length most accurately, and angle and area noticeably less accurately. That is why two pie slices of 23% and 27% look nearly identical, while the same two values as bars are obviously different. Use a pie only when the message is 'roughly how big a part of the whole', never for fine comparison.

Honest scales: truncated axes and proportional area

A bar chart encodes value as length, so the bars must start at zero. Start the axis at 45 instead, and a result of 52 against 48 is drawn as bars of 7 and 3 units: one looks more than twice the other when the real difference is about 8%. The statistician Edward Tufte called the size of this distortion the lie factor. A line chart is different, because it encodes value as position and slope, so a non-zero baseline is acceptable there if it is clearly labelled. Even so, the reader must be able to see where the axis begins.

An honest graphic has a lie factor close to 1. Each effect is the percentage change from the smaller value to the larger.

The same trap appears with proportional symbols. If one city has four times the population of another and you draw its circle with four times the radius, the circle's area is times larger, and area is what the eye reads. To make the area proportional to the value, scale the radius by the square root of the ratio. For three-dimensional pictograms the error is worse still, because volume grows with the cube of the height.

Scale the radius by the square root of the ratio so the area, not the radius, matches the data.

Worked examples

Reveal one step at a time and try to beat it to the next line.

Example 1
A poster compares two survey results, 48% and 52%, as bars. The vertical axis starts at 45%. Work out how distorted the graphic is.
Example 2
On a map, a town of 100 000 people is drawn as a circle of radius 2 cm. What radius should a city of 400 000 people get, and what goes wrong if you simply make the radius four times larger?
Example 3
A student council infographic has four data sets: (a) monthly cafeteria sales over two school years, (b) how the council's budget splits into four categories, (c) the number of volunteers from each of 12 clubs, (d) hours of sleep against average test score for 80 students. Choose a chart for each.
Example 4
A draft infographic about a school's recycling program uses seven icons: five are outlined, two are filled, and one (a box with arrows) is not labelled. Readers keep asking what the box means. Plan the fix.

Where marks get lost

  • Starting a bar chart's axis above zero to make a small difference look dramatic. Length encodes value, so the bars must begin at zero.
  • Scaling a circle's radius in proportion to the data, which makes the area grow with the square of the ratio and exaggerates big values.
  • Using a pie chart with many slices, or to compare values that are close together, where the eye cannot judge the angles.
  • Mixing icon styles (some filled, some outlined, different stroke weights), so readers think the odd ones mean something different.
  • Shading a map by raw counts, which mostly shows where people live; use a rate such as per 1000 residents.

Flashcards 10

Information design
Gestalt principles
Proximity
Similarity
+ 6 more

Practice

1
Which chart best shows how Ontario's average monthly temperature changes over a year?
2
An infographic shows the same school team in the same teal in every chart on the page. Which Gestalt principle is being used?
3
A circle representing 50 units has a radius of 3 cm. To keep area proportional to value, what radius should a circle representing 200 units have? Give your answer in cm to one decimal place.
cm
4
A bar chart shows sales rising from 40 to 50 units, but its axis starts at 35, so the bars are drawn 5 and 15 units tall. What is the lie factor? Round to the nearest whole number.
5
Which Gestalt principle says that items placed close together are seen as a group?
6
What is the name of Edward Tufte's measure that compares the size of an effect shown in a graphic with the size of the effect in the data?
7
Why must a bar chart's value axis start at zero?
8
A club wants to compare volunteer hours across 12 clubs. Which choice is best?
9
Put these steps for building an infographic in order.
  1. 1Build it with one icon system and one palette
  2. 2Thumbnail the layout and visual hierarchy
  3. 3Check every scale for honesty and test it on a new reader
  4. 4Decide the one message and who the audience is
  5. 5Collect the data and check its source
  6. 6Choose a chart type for each question the data answers
10
Match each question to the chart that answers it best.
How did the value change over time?
Are two variables related?
How are the values spread out?
What share of the whole is each part?
11
An icon set has six outlined icons and one filled icon. What will most readers assume?

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