We cant Cure Cancer, But we can Cure this Medicare Chart [Chart Busters]

Share

Facebook
Twitter
LinkedIn

This post is from GuestBuster Jeff Weir in our Chart Busters series.

Note: The post slightly longer, but worth every word. Just get a cup of coffee and soak in to this visualization goodness. (Also, click on any image to see its full version)

Over at the FlowingData blog, they’ve been talking about this pretty slick looking Choropleth Map that shows how Medicare returns vary across the United States:

Medicare Chart Critique Figure_1

The above shows total Medicare reimbursements in 2006, either by Hospital Referring Region or by State, depending on the radio button. Using the dropdown box, you can change it to this:

Medicare Chart Critique Figure_2

…which is how the data looks if you overlay it on a Giraffe. Oops, I forgot to rotate it before saying that. Bear with me a moment…

Medicare Chart Critique Figure_3

There. See the Giraffe now? Good.

A picture is worth a thousand words, or so they say. But is a Choropleth worth the many line charts and clowns that you could squeeze into the same valuable screen real estate? Let’s find out, by evaluating what this particular chart does well, and what it does poorly, and whether other charting methods might better convey its information.

Words and music.

Right off the bat, there’s a simple way that the authors could improve this chart. While they include a description below the chart to point out what the data is, and where it came from, they miss something just as important…what they concluded from all of this. So before we consider adding – say – bullet graphs, let’s consider adding some bullet points. A few sentences can tell readers important stuff that would otherwise remain hidden in an undownloaded PDF report. Insights like:

  • Care is often better in low-cost areas.
  • Growth in returns are only partly explained by advancing technology, and
  • Differences in growth rates across regions seem largely due to discretionary decisions by physicians that are influenced by the local availability of hospital beds, imaging centres and other resources-and a payment system that rewards growth and higher utilization.

Straight off the bat, this would make the graph a better graph…without even messing with its form.

But mess we must…

…because lurking below the chlorophyll green of this Choropleth Map are a few serious charting oversights. Ready? Let’s check ’em out.

Scale? Fail!

First, check out the legend.

Medicare Chart Critique Figure_4

Crikey…its bands are as discrete as Bruno. Its scale is about as even as my temperament. It varies about as much as =RANDBETWEEN(PaydayBankBalance, UsualOverdraft).

If you fire up Excel and look at the spread covered by each range, you see just how arbitrary the different price bands are:

Medicare Chart Critique Figure_5

Whoa…the spread of that $9k to $16k band is nearly 15 times larger than two of the other bands. That can’t be good, can it?

Nice profile

If you were to graph financial spread of each group against the aggregated number of Hospital Referral Regions that fall within each spread, you get something like a histogram. The difference between the sizes of these bands is about as different as the number of performers on stage at a Bob Dylan concert in 1964 compared with 1974. See for yourself:

Medicare Chart Critique Figure_6Medicare Chart Critique Figure_7

1964 1974

Oops, wrong graphic. Try this:

Medicare Chart Critique Figure_8

Normally histograms have equal widths for each band, but here I want to highlight just how unequal the bands used are. Plus, this lets us regroup the data into evenly spread $1k bands, and overlay it on the first distribution, to see how it compares. Here’s one that I prepared earlier, with the red line as the regrouped data…

Medicare Chart Critique Figure_9

Vastly different picture isn’t it. The red is kinda like Data Pig’s heart rate before he eats chocolate covered bacon on Saturdays, and the blue is how his ECG would look when he’s in the ambulance, on the way to the hospital.

This makes it very hard to answer that important question “…compared to what?” With such different sized bands, how can we compare one to another? How can we be sure that the distributions within each band will even allow us to?

For instance, take the highest band spread of $9k to $16k: without any further information to go on, we might assume that the median (i.e. middle) value for districts in this category is midway between the $9k to $16k boundaries, like this:

Medicare Chart Critique Figure_10

But that’s like assuming that Simon and Chartjunkle (oops, Garfunkel) have equal talent. We’d be wrong. Verywrong. In actual fact, there’s only three data points to the right of our guessed median line. And as for the 55 hospital regions in Group Five that fall to the left of it…well, they all get tarred with the same brush those worst three performers. The actual median for this group is a lot further left, as shown below:

Medicare Chart Critique Figure_11

This means that over half the data in this 5th band actually falls much closer to the far left of the graph than to the far right of the same group it’s been placed in.

You can see this better if you add a one-dimensional strip plot above the graph, which gives an idea of where the 300 odd values fall within the entire range:

Medicare Chart Critique Figure_12

Whoa…looks like we’ve got a few outliers to contend with.

What a State we’re in…

This seemingly arbitrary ‘bucketing’ effect is exacerbated when aggregating the different hospital regions into State-wide totals. Except this time regions are being penalised by arbitrary geographical boundaries, as well as the arbitrary financial ones above.

Take Texas for example. Aggregating everything up to the State level, Texas appears in that highest band. Yet at the Hospital Referral Region level, one third of its 22 different hospital fall below the national average, and the median for the whole State is around $8,800. So we better be careful making assumptions from a State-wide view, because the Choropleth averages some very diverse costs over some very large chunks of real estate.

To see just how diverse, let’s rank the entire US values from smallest to largest, and highlight where the Texas readings fall within that range:

Medicare Chart Critique Figure_13

What can we tell from this? Firstly, nearly all regions nationwide fall between $5k and $10k. Secondly, there are a few outliers that really skew the picture at the high end. Thirdly, in the Texas case, the State average is boosted somewhat by 3 Texan districts that happen to be among the worst 10 culprits nationwide – one of which is clearly an outlier at $15k. Unfortunately for the lower cost Texan regions, they’re guilty by geographical association…kinda like being kidnapped and held for a zillion dollar ransom, just because you happen to live in the same State as Bill Gates.

So what do we get by aggregating to State boundaries? Probably more blurring than insight. After all, what good would a weather report be to Texans if it only reported the average weather they could expect as a State! Instead, it’s better to keep the aggregation at the Hospital Referral Region level. That way, we can look at this:

Medicare Chart Critique Figure_14

…and ask things like “Wow, why such a difference between Waco and the surrounding bits of Texas?” and “What the hell is Alaska doing there?”

Legends in the making…

What’s far worse that this though is that when looking at the State-wide map, the legend is now really, really wrong.

Here’s the legend next to the actual State-wide figures, for comparison:

Medicare Chart Critique Figure_15

Whoops…the graph title has changed to reflect we’re now looking at Medicare spending per beneficiary per State; i.e. State averages. The legend is still looking at Hospital Referral Region averages, which have a much greater spread. For instance, the Choropleth shows six States as being dark green regions, and the legend says they fall somewhere within $9k to $16k. But the actual data shows they fall in a $9.4k to $9.6k range. Oops! Slight misrepresentation, there.

How to fix it

Obviously this graph really should use a quantitative scale with equal increments; one that changes to reflect the selection that users make. What’s more, colors should have just enough variation so as to highlight any important differences, without being overwhelming or mistaken for camouflage.

But is a Choropleth Map the best way to present this data in the first place? If you want something for people to play with online, then maybe…but if you want to compare things very closely to other things, then maybe not.

For sure, a Choropleth Map looks cool, and it has what Tusha Metha calls “natural context”. But from an analytical perspective, a Choropleth only really reports how one thing changes with regards to geography. If geography is a major determinant – or if you want to show people how things look in their own back yard compared to others – then perhaps this is the piece of kit you need. But if there’s other factors that have much more sway on your data than geography, then perhaps not. For instance, we might want to see whether population density plays a significant part in Medicare returns, given the likely economies of scale from providing healthcare to densely populated regions vs. urban regions. Nows the time to break out a scatter plot:

Medicare Chart Critique Figure_16

Hmmm…looks promising. (Note: I’ve used State-wide data for the above…ran out of time to track down densities in the different Hospital Referral Regions, which is what I’d prefer to do.)

Or we might want to zoom in on the best or worst offenders, and see just how different they are to each other, and to the median value:

Medicare Chart Critique Figure_17

Conclusion

I think a better, fairer Choropleth Map at the Hospital Referral Region level would be interesting. But I don’t think it would be enough. To quote from Stephen Few’s latest book Now you see it: “Color is good at drawing your attention to something if used sparingly, but is one of the ‘pre-attentive attributes’ that is not quantitatively perceived in and of themselves”.

Whereas lines and 2D precision are very precise ways to encode quantitative values.

So when it comes to answering the ‘Compared to what’ question, I don’t think you can beat this:

Medicare Chart Critique Figure_18

 

Choropleth Maps in Excel

For information on the implementation of Choropleth Maps in Excel, check out Tushar Mehta’s excellent resources.

For more information on the pros and cons of Choropleth Maps, check out the Clearly and Simply blog, where Robert has built on Tushar’s excellent approach to produces some great downloadable templates. He also offers advice on potential drawbacks of Choropleth Maps, such as:

  • No visualization of development over time
  • No information on exact values (unless you are implementing tooltips including the data)
  • Very limited direct comparability of the regions
  • Possible perception problems with regards to the size of regions (e.g. Rhode Island on a US map)
  • Possible misinterpretation because the size of a region may have a greater impact on the user’s visual perception than the intensity of the fill color
  • Requirement of real estate on a dashboard

His recommendation: carefully consider whether or not a Choropleth Map is the best visualization for your purposes. Check out his dashboard of Lithuania at a glance to see how he mitigates some of the potential problems by incorporating other graphs into the display.

I used Robert’s template to produce this State-wide Choropleth Map of total Medicare spending per enrollee, 2006 using the same Medicare ranges as the Choropleth that’s the subject of this post:

Medicare Chart Critique Figure_19

…then I replotted the graph using data that had been regrouped $1k bands:

Medicare Chart Critique Figure_20

While I don’t advocate this approach, it’s interesting that even though this is aggregated to State-wide totals, you can see significant differences between the graphs.

Right, that’s it. I’m off to the Hospital to see someone about my writers cramp…

About the Author

Jeff is a Business Analyst from Wellington, New Zealand who has recently discovered a strong interest in Data Visualization. He swears by Edward Tufte and Stephen Few as much as he swears at Excel 2007. He’s so new to advanced Excel, that 2 years ago he had to ask a work friend what the dollar signs in $A$1 meant. Now that he knows that, he’s trying to find out what the dollar signs in $A$2 mean.

Note from PHD:

Thank you Jeff. Your passion and knowledge is truly outstanding. I have a whole pack of donuts waiting for you.

Facebook
Twitter
LinkedIn

Share this tip with your colleagues

Excel and Power BI tips - Chandoo.org Newsletter

Get FREE Excel + Power BI Tips

Simple, fun and useful emails, once per week.

Learn & be awesome.

Welcome to Chandoo.org

Thank you so much for visiting. My aim is to make you awesome in Excel & Power BI. I do this by sharing videos, tips, examples and downloads on this website. There are more than 1,000 pages with all things Excel, Power BI, Dashboards & VBA here. Go ahead and spend few minutes to be AWESOME.

Read my storyFREE Excel tips book

Overall I learned a lot and I thought you did a great job of explaining how to do things. This will definitely elevate my reporting in the future.
Rebekah S
Reporting Analyst
Excel formula list - 100+ examples and howto guide for you

From simple to complex, there is a formula for every occasion. Check out the list now.

Calendars, invoices, trackers and much more. All free, fun and fantastic.

Advanced Pivot Table tricks

Power Query, Data model, DAX, Filters, Slicers, Conditional formats and beautiful charts. It's all here.

Still on fence about Power BI? In this getting started guide, learn what is Power BI, how to get it and how to create your first report from scratch.

15 Responses to “Compare 2 Lists Visually and Highlight Matches”

  1. Nunes says:

    Hi,
    I solved this in a little different way.

    We have 2 lists, one starts at A1 and other at B1, both are vertical arrays.

    First thing is define 2 named ranges, list1 and list2:
    list1 refers to "=OFFSET(Sheet1!$A$1;0;0;SUMPRODUCT(--(Sheet1!$A$1:$A$1000""));1)"
    list2 refers to "=OFFSET(Sheet1!$A$1;0;0;SUMPRODUCT(--(Sheet1!$B$1:$B$1000""));1)"

    this way lists will be dynamically sized when you had or remove elements (you can't have blanks and you can't have more than 1000 elements).

    Then I use conditional formatting in column A when this formula is true:
    "=NOT(ISERROR(MATCH(A1;list2;0)))"
    and "=NOT(ISERROR(MATCH(B1;list1;0)))" to list2.

    This way we eliminate the need for auxiliary columns or lists.

    Hope you like my way! 😀

    Nunes

  2. glw says:

    Simple conditional formatting formula.
    Assuming lists vertical lists starting in A1 & B1
    To highlight just one column (assume B for example)
    Conditional formatting>New Rule>by formula
    =MATCH(B1,$A$1:$A$99,0)
    Set the cell fill to what ever color you prefer & press OK

    To highlight both columns repeat with this formula for cell in column A
    =MATCH(A1,$B$1:$B$99,0)

    This approach doesn't require named fields or addtl columns
    glw

  3. Alan says:

    Say I had 1 list in A2:A20 and another in B2:B20.

    To format all the items in column A that are repeated in column B I would use the following Conditional Formatting rule.

    =IF(ISNA(VLOOKUP(A2,$B$2:$B$20,1,false)),true,false)

    All the duplicates are highlighted. It us a very simple example of comparison.

  4. Lee says:

    I may be missing something here, but I usually highlight both my lists by holding ctrl eg A1:A20 E10:E40 then choose conditional formatting from the ribbon and then highlight duplicates, and this does it?

  5. Greg says:

    Lee, I was perplexed as well. I do the same thing you do with the conditional formating. A drag and click to highlight range and choose highlight duplicates does the trick for me.

  6. Alan says:

    I believe these methods are to check if an item from one list also appears in the other list. So if an item mentioned many times in one list if also mentioned in the other list or not.

    The Conditional Formatting highlight duplicates feature will do this, but it will also highlight an item if it appears multiple times in the one column or list.

  7. i48998 says:

    Hi, I would just like to know (if you are willing to share) which image editing program you use to make your image like above, like they are torn apart from bottom? I've been looking for long.

  8. Hui... says:

    @i48998
    Chandoo is on Holidays, but Chandoo uses Paint.Net
    Paint.net is a free download available at http://www.paint.net/
    .
    I use CorelDraw/PhotoPaint
    .
    We both use the Snipping Tool (a freebe with Win Vista/10)
    .
    We both use Camtasia for doing screen captures to make animated GIFs where you see animation.

  9. Rick says:

    Here is how I would accomplish
    (1) Define Names: List_1, List_2
    (2) =ISNA(MATCH(D4,List_2,0))-1 (Conditional Format formula List_1)
    (3) =ISNA(MATCH(D4,List_1,0))-1 (Conditional Format formula List_2)

    ISNA will return 1 if NO Match and O if Match by adding a -1 will make: NO Match 0 and Match a -1 which is True

  10. Hi all
    this my first Post here
    i think we can take Unique List for tow list to know what is not Duplicate By this Array formula
    =IFERROR(INDEX($D$6:$D$33,SMALL(IF(ISERROR(MATCH($D$6:$D$33,$B$6:$B$33,0)),ROW($D$6:$D$33)-ROW($D$6)+1),ROWS($J$5:J5))),"")
    and this one for Duplicate Value
    =IFERROR(INDEX($D$6:$D$33,SMALL(IF(ISNUMBER(MATCH($D$6:$D$33,$B$6:$B$33,0)),ROW($D$6:$D$33)-ROW($D$6)+1),ROWS($J$5:J5))),"")

    Don't forget to Enter This Formula by Pressing Ctrl+Shift+Enter

  11. Excel Addin says:

    without wanting to ruthlessly self promote here, I do have an addin that does neatly compare two ranges, not just in columns, so you might want to check that out.

    Having said that this is a pretty neat solution if you dont want to be going down the VBA or purchase route. I like it

    however, could you not do something with the remove duplicates feature in Excel 2010 and then compare the resulting data set?

  12. SirJB7 says:

    Hi, Chandoo! I've found yesterday your Excel website... What can I say? It's just awesome, Excellent. Being a developer for 30 years, more than 15 with Office products, and wow!, how many things I discovered in a couple of hours, and what pretty resolved.
    I decided to take the long path of the newbies and read all your examples and write down by myself all of them, and when I arrived to this (the comparison of two lists) I think I've found a problem:
    a) in "Step 4: Apply conditional formatting to Second List - Use the same logic, but this time the rule becomes =COUNTIF(count1s,$H6)" it should say "Step 4: Apply conditional formatting to Second List - Use the same logic, but this time the rule becomes =COUNTIF(count1s,$H6)>0", but this is a typing error that I believe all of us here might have discovered and corrected
    b) the very problem: I wrote down two different lists, in different ranges, and with different number of elements, I specified the equivalent conditional formats, et non voilá!, I didn't get what expected. So I downloaded your example book, I checked range names, formulaes, conditional formats and all OK. So I copied -just values- from my book to yours, and I still couldn't achieve the goal.
    I'm using Excel 2010 in spanish, I'm from Buenos Aires (Argentina), and my book is at your disposition whenever you considerate it appropiate.
    Thanks in advance for your time, and again my congratulations for your work here.
    Best regards.
    SirJB7

  13. SirJB7 says:

    Comparison of 2 lists visually with highlights
    Author: SirJB7 / Date: 11-Dic-2011
    Pros: no duplicated tables, no matrix formulaes, no named ranges, no VBA code, just conditional formatting
    Cons: not found yet, comments and observations welcome
    Features:
    a) standard problem: highlights in orange/yellow elements existing in the other list
    b) optimized problem: idem a) plus highlights in red/violet first occurrence of elements existing in the other list
    Sheet contents:
    a) conditional format, 1 rule per list (2 methods used)
    A1:A20, first list
    B1:B20, second list
    a1) range A1:A20, condition =NO(ESERROR(BUSCARV(A1;B$1:B$20;1;FALSO))), format Orange ---> in english: =NOT(ISERROR(VLOOKUP(A1,B$1:B$20,1,FALSE)))
    a2) range B1:B20, condition =CONTAR.SI(A$1:A$20;B1)>0, format Yellow ---> in english: =COUNTIF(A$1:A$20,B1)>0
    b) conditional format, 2 rules per list (2 methods used)
    D1:D20, first list
    E1:E20, second list
    b1) range E1:E20, condition 1 =Y(NO(ESERROR(BUSCARV(D1;E$1:E$20;1;FALSO)));COINCIDIR(D1;D$1:D$20;0)=FILA(D1)), format Red ---> in english: =AND(NOT(ISERROR(VLOOKUP(D1,E$1:E$20,1,FALSE))),MATCH(D1,D$1:D$20,0)=ROW(D1))
    same range, condition 2 and format 2, same as a1)
    b2) range E1:E20, condition =Y(CONTAR.SI(D$1:D$20;E1)>0;COINCIDIR(E1;E$1:E$20;0)=FILA(E1)), format Violet ---> in english: =AND(COUNTIF(D$1:D$20,E1)>0,MATCH(E1,E$1:E$20,0)=ROW(E1))
    same range, condition 2 and format 2, same as a2)
    Personally I like the a2) and b2) solutions, I think the formulaes are prettier.
    I still don't know the rules of this website and forum, but it any precept is infringed I'm willing to share the workbook with the solution. If it breaks a rule, I apologize and promise that won't happen again.
    Best regards for all!

  14. sunil says:

    Dear All i have a complicated situation...

    1. I have two sheets of data Sheet1 and Sheet2 (from various sources) - Both of these contain data matching and Not matching as well..

    2. Now for me i need to build an excel where in i need to get sheet 3 with values that are present in a column of Sheet 1.

    What ever Sheet 1 doesn't have i dont want those rows from sheet 2 to be populated into Sheet3.

    Can any one help me out.

  15. Jagdev says:

    Hi Team

    The above example is to compare partial name from 2 different columns.

    If I want to cross check it in a single column. I have both correct and partial correct/match entries in a column. Is there any way I can find both the entries in the column.

    Regards

Leave a Reply