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metodologia-data-viz-storytelling

Visual data narrative design — chart selection, Mermaid diagram metodologia-storytelling, visual hierarchy, dashboard narratives, and annotation strategy. Use when selecting chart types, designing diagram narratives, building visual sequences for presentations, or annotating data visualizations for maximum comprehension.

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Data Visualization Storytelling — Visual Narrative Design

Designs visual narratives that transform data into comprehension through chart selection, Mermaid diagram metodologia-storytelling, annotation strategy, and dashboard sequencing. Owns the visual layer of data communication across all discovery deliverables.

Guiding Principle

A visualization that requires explanation has failed. The right diagram, with the right annotations, tells the story on its own. Text complements — it does not replace. Every visualization has ONE main message, and all visual design directs attention to that message.

Visual Philosophy

  1. One message per visualization. If you need to communicate two things, use two visualizations.
  2. Form follows data. Comparison → bars. Trend → line. Composition → stacked. Relationship → scatter. Flow → Mermaid.
  3. Selective annotation. Annotate what matters, not everything. Excessive annotations equal zero annotations.
  4. Narrative sequence. Visualizations in a document/presentation build an argument, they are not standalone decorations.

Inputs

  • $1 — Visualization context: analysis, presentation, dashboard, comparison, flow (default: analysis)
  • $2 — Format target: markdown, html, pptx (default: markdown)

Parse from $ARGUMENTS.

Chart Selection Matrix

Data PatternChart TypeMermaid AlternativeWhen to Use
Comparison (≤5 items)Horizontal bar—Score comparisons, feature gaps
Comparison (>5 items)Sorted bar—Module-by-module analysis
Trend over timeLine—Incident trends, deploy frequency
Composition (whole)Stacked bar / Piepie chartBudget allocation, effort distribution
Part-to-whole (few)Donutpie chartTeam allocation, coverage split
RelationshipScatter—Complexity vs. risk
HierarchyTreemapflowchart TDModule dependency, org structure
Process flow—flowchart LRCI/CD pipeline, deploy flow
System structure—C4 (flowchart)Architecture diagrams
State transitions—stateDiagramOrder lifecycle, auth flows
Sequence—sequenceDiagramAPI calls, user journeys
Timeline—ganttRoadmap phases, sprint planning
Decision tree—flowchart TDScenario selection, if/then logic
Quadrant analysis—quadrantChartPriority/impact, stakeholder map

Mermaid Narrative Design

Every Diagram Tells a Story

BAD: Diagram shows components and connections
  → Reader: "OK, there are boxes and arrows. So what?"

GOOD: Diagram shows WHY this architecture matters
  → Title: "Pain point: 3 services share 1 database"
  → Highlighted node: the shared database (red classDef)
  → Annotation: "Single point of failure — all 3 services go down together"
  → Narrative text before: "El acoplamiento en la capa de datos..."

Mermaid Standards

RuleStandard
Max nodes20 per diagram
Max classDefs4 styles
Node IDsDescriptive: authService, paymentDB (not n1, n2)
Edge labelsAction verbs: "validates", "queries", "emits event"
DirectionTD for hierarchies, LR for flows
SubgraphsGroup related components; max 3 subgraphs
AccessibilityAlt-text summary BEFORE every diagram

Color Strategy (MetodologIA Brand)

classDef primary fill:#6366F1,stroke:#1A1A2E,color:#fff    %% MetodologIA orange — key components
classDef risk fill:#DC3545,stroke:#1A1A2E,color:#fff       %% Red — risk/problem areas
classDef success fill:#22D3EE,stroke:#1A1A2E,color:#1A1A2E %% Gold — success (NEVER green)
classDef neutral fill:#F8F9FA,stroke:#1A1A2E,color:#1A1A2E %% Light — supporting components

Annotation Strategy

What to Annotate

AnnotateExamplePurpose
Peak/trough"Pico de incidentes en release Q3"Highlight anomaly
Threshold line"SLA objetivo: 99.9%"Show gap to target
Key data point"Este módulo: 0% cobertura"Focus attention
Trend direction"+15% trimestral"Show trajectory

What NOT to Annotate

  • Every data point (clutters)
  • Obvious patterns (reader can see)
  • Units/labels already in axes (redundant)
  • Decorative elements (distracting)

Visual Hierarchy in Documents

Per-Deliverable Diagram Budget

DeliverableMinRecommendedMaxPrimary Types
00 Plan123Gantt, flowchart
01 Stakeholders123quadrant, flowchart
02 Brief122flowchart, C4 context
03 AS-IS234C4, sequence, ER
04 Flows234sequence, flowchart, state
05 Scenarios123decision tree, radar
06 Roadmap123Gantt, flowchart
07 Spec233sequence, state, ER
08 Pitch122flowchart, pie
09 Handover122Gantt, flowchart
10 Hallazgos234summary visuals, comparison
11 Recomendaciones123flowchart, comparison
12 IA Opportunities123flowchart, timeline

Visual Sequence in Presentations (PPTX)

Slide 1: The headline visual (single powerful chart/diagram)
Slide 2: The context visual (trend, timeline, or process)
Slide 3: The evidence visual (detailed comparison or matrix)
Slide 4: The action visual (roadmap, decision tree, or next steps)

Each visual builds the argument. No decorative slides.

Format-Specific Guidelines

Markdown

  • Fenced \``mermaid` blocks
  • Text summary BEFORE diagram (accessibility)
  • Source tag AFTER diagram

HTML

  • <pre class="mermaid"> with CDN v10
  • Responsive sizing
  • Print-ready @media print fallback

PPTX

  • Pre-rendered Mermaid as images
  • One visual per slide maximum
  • Speaker notes reference the data source

Output Configuration

  • Language: Spanish (Latin American, business register — simple, clear, concise, direct)
  • Attribution: Expert committee of the MetodologIA Discovery Framework
  • Tagline: "Construido por profesionales, potenciado por la red agéntica de MetodologIA."

Validation Gate

CriterionCheck
Chart type matches data patternComparison=bar, trend=line, flow=Mermaid
One message per visualizationCan state the takeaway in one sentence
Annotations are selectiveOnly key data points annotated
Mermaid follows standards≤20 nodes, descriptive IDs, labeled edges
Accessibility text presentSummary before every diagram
Brand colors correctOrange #6366F1, gold #22D3EE, NEVER green
Visual sequence builds argumentNot standalone — each chart connects to next

Edge Cases

  • No quantitative data for charts: Use structural Mermaid diagrams (C4, flowcharts) to tell the architecture story.
  • Too many data points: Aggregate or filter. Show the top 5 + "others". Never plot 50 bars.
  • Mermaid rendering limitations: Fall back to structured tables when diagrams would be illegible.

Limits

  • This skill owns visual design and diagram narratives. It does NOT own metric interpretation (that's metodologia-data-storytelling) or format production (that's metodologia-output-engineering).
  • Mermaid is the primary diagramming tool. No external tools or image generation.
  • Follow Mermaid Diagramming Standard in CLAUDE.md as baseline.

Casos Borde

CasoEstrategia de Manejo
Data has only 2 data points — insufficient for meaningful chartUse a callout/highlight card instead of a chart; present the delta as a single comparison metric with context sentence
Audience will consume deliverable in print (no Mermaid rendering)Fall back to structured ASCII tables; add pre-rendered description paragraphs for every diagram; flag print limitation in document header
Multiple conflicting metrics that cannot coexist in a single visualizationSplit into separate visualizations with a narrative bridge explaining the conflict; never overlay contradictory data on the same axes
Sensitive data that cannot appear in shared diagrams (PII, internal IPs, revenue)Abstract to categories and percentages; use anonymized labels; add "[REDACTED]" tag where specifics are removed

Decisiones y Trade-offs

DecisionAlternativa DescartadaJustificacion
Mermaid as sole diagramming toolExternal tools (draw.io, Lucidchart, D3.js)Mermaid is text-based, version-controllable, and renders natively in GitHub/GitLab/Obsidian; external tools break the markdown-as-source-of-truth principle
One message per visualization, no exceptionsDense multi-message charts for space efficiencyCognitive science shows single-message visuals are processed 40% faster; multi-message charts cause split attention and reduce retention
Maximum 20 nodes per diagramAllow unlimited nodes for completenessDiagrams beyond 20 nodes become illegible; splitting into sub-diagrams with cross-references preserves both completeness and clarity

Knowledge Graph

graph TD
    subgraph Core["Data Viz Storytelling"]
        A["Chart Selection Matrix"] --> B["Mermaid Narrative Design"]
        A --> C["Annotation Strategy"]
        B --> D["Visual Sequence"]
        C --> D
    end
    subgraph Inputs["Inputs"]
        E["Data Pattern"] --> A
        F["Visualization Context"] --> A
        G["Format Target"] --> B
    end
    subgraph Outputs["Outputs"]
        D --> H["Annotated Diagrams"]
        D --> I["Dashboard Narratives"]
    end
    subgraph Related["Related Skills"]
        J["mermaid-diagramming"] -.-> B
        K["output-engineering"] -.-> D
    end

Output Templates

Markdown (default)

  • Filename: {fase}_DataViz_{cliente}_{WIP}.md
  • Structure: TL;DR > Chart Selection Rationale > Mermaid diagrams with accessibility text > Annotation notes > Visual sequence narrative > ghost menu

PPTX

  • Filename: {fase}_DataViz_{cliente}_{WIP}.pptx
  • Structure: 1 visual per slide; speaker notes with data source and annotation rationale; narrative arc (headline visual > context > evidence > action)

HTML (bajo demanda)

  • Filename: {fase}_DataViz_{cliente}_{WIP}.html
  • Estructura: HTML self-contained branded (Design System MetodologIA v5). Light-First Technical. Incluye diagramas Mermaid renderizados vía CDN, anotaciones interactivas por chart y texto de accesibilidad. WCAG AA, responsive, print-ready.

DOCX (circulación formal)

  • Filename: {fase}_{entregable}_{cliente}_{WIP}.docx
  • Generado via python-docx con Metodología Design System v5. Portada con metadata del engagement, TOC automático, encabezados/pies de página con marca. Tablas con zebra striping, tipografía Poppins en headings (navy), Montserrat en cuerpo, acentos dorados. Para circulación formal y auditoría.

XLSX (bajo demanda)

  • Filename: {fase}_{entregable}_{cliente}_{WIP}.xlsx
  • Via openpyxl con MetodologIA Design System v5. Headers con fondo navy y tipografía Poppins en blanco, conditional formatting por tipo de chart y prioridad visual, auto-filters en todas las columnas, valores directos sin fórmulas.

Evaluacion

DimensionPesoCriterio
Trigger Accuracy10%Descripcion activa triggers correctos sin falsos positivos
Completeness25%Todos los entregables cubren el dominio sin huecos
Clarity20%Instrucciones ejecutables sin ambiguedad
Robustness20%Maneja edge cases y variantes de input
Efficiency10%Proceso no tiene pasos redundantes
Value Density15%Cada seccion aporta valor practico directo

Umbral minimo: 7/10 en cada dimension para considerar el skill production-ready.

Repository
JaviMontano/mao-discovery-framework
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since Aug 28, 2026

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