Guidelines
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Provide aggregate calculations over selected cases

For grouped-result analysis of tabular data, use interaction support for aggregate calculations on subsets in an information visualization system to improve insight and address comparisons that depend on summary values for analysts.

  • purpose:refine
  • basis:empirical
  • task:compose
  • scope:grouped-result
  • data:tabular
  • quality:insight
  • lever:interaction-access
  • audience:analyst

advice

Expose aggregate functions

Add aggregate functions that operate on the current set of cases. For example, let viewers compute average, sum, count, or count-unique-values over a filtered subset instead of inferring group comparisons from raw records alone.

reason

Why aggregate functions need direct support

Many analytic questions are really about a numeric summary of a set, not about any one record. Direct aggregate support turns a subset into a concrete value that can be read and compared.

Mechanism: Aggregate functions convert a selected set of cases into an explicit numeric result, which makes vague group comparisons answerable and keeps the calculation inside the visualization workflow.

Evidence: Compute Derived Value is defined as computing an aggregate numeric representation over a set of data cases, and the taxonomy notes that many comparison questions imply an aggregation function even when the question does not specify exactly how the comparison should be calculated (Amar et al., 2005).

context

Use when the answer is a summary, not a raw record

  • User Goal: Summarize a group or compare groups using a numeric summary.
  • Task: Compute a derived value over a selected set of cases.
  • Data: Tabular cases that can be grouped or filtered into subsets.
  • Chart Setting: An information visualization system that already supports selecting a set of cases.
  • Audience: Analysts asking questions about categories, subsets, or totals.
  • Success Criterion: The system returns the needed summary value directly on the selected set.

exceptions

Do not use aggregate calculations for direct lookup

Break it when: The question asks for raw attributes of already specified cases. Why: That is a retrieve-value task, not a compute-derived-value task.

costs

Tradeoffs of explicit aggregation

Sacrifice: The user must choose an aggregation function instead of leaving the comparison vague.
Risk: Different aggregation functions can answer materially different questions.
Mitigation: Make the active aggregation function explicit wherever the derived value appears.

mistakes

Common failure modes

Mistake: Leaving the comparison metric implicit in questions such as “which group is more X.” Why it fails: The question stays underspecified until a concrete aggregation function is chosen.

check

How to test aggregate support

Failure Sign: Users must calculate averages, totals, or counts outside the visualization.
Quick Check: Ask the system for an average, a sum, and a count-unique over the current subset.
Stronger Test: Try a group comparison that depends on a summary metric and verify that the system exposes which aggregation function produced the answer.

fix

What to change

  • Add average, sum, count, and count-unique operations.
  • Let aggregate functions run on filtered or otherwise selected subsets.
  • Show the chosen aggregation function alongside the derived value.

References

Amar, R., Eagan, J., & Stasko, J. (2005). Low-level components of analytic activity in information visualization. IEEE Symposium on Information Visualization, 2005. INFOVIS 2005., 111–117. https://doi.org/10.1109/INFVIS.2005.1532136