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The Playfair enigma: My work on this paper began for a present­

the development of the ation to a joint session of the Statistics and


schematic representation Social Sciences Sections of the American
of statistics Association for the Advancement of Science. 1
My discussion of T h e contemporary
revolution of graphics in statistics and the
ALBERT D BIDERMAN social sciences' dealt with an earlier time
when the word 'statistics' meant pretty
The invention of statistical graphics is much neither more nor less than 'social
generally, if inaccurately, attributed to science' now does. We are accustomed to
William Playfair His initial innovation,
along with his subsequent invention of think of intellectual diffusion as taking place
most of the major repertoire of from the physical and natural sciences to the
statistical graphics, is in many ways an social sciences. But the transformation of
enigma of the history of science:
(1) Given their apparent obviousness, statistics from a social science to a field
why had these graphic forms not been embracing empirical data from any realm of
previously used for plotting statistics? nature involved many instances of reverse
{2} Why was the Cartesian coordinate
system, during a century ami a half from transfusion. Statistical data graphs are one
its invention, not regularly applied to the instance of the widespread application out­
kinds of data which Playfair plotted? side the social science realm of innovations
(3) Why were the symbolic schematics
used by Playfair apparently understood that arose to meet typical problems of deal­
by contemporaries without need for prior ing with social science data.
learning of his 'conventions'? (4) Why
did serious scholarly attention to William Playfair (1759-1823) has been
Playfair'$ innovations occur earlier on widely, albeit inaccurately, credited with in­
the continent than in England? (5) Why venting the presentation of statistical data
subsequently have there been waves of
popularity and of neglect of Playfair's by graphs, beginning with the publication in
forms? (S) Why were statistical graphics 1786 of his The commercial and political
invented by a political pamphleteer and atlas.2 There are many remarkable aspects to
business adventurer rather than a
scholar or scientist? (7) Why did Playfair's innovations.
statistical graphics develop first for The first is the degree to which statistical
social data applications rather than for graphs sprang, as it were, full-blown from his
natural or physical science purposes?
Addressing these questions may shed
light on developments in schematic
representation of statistics from the
beginnings of cultural numeracy to the
present day The primary explanations of
the enigma are: (1) the similarities and
differences between the purely empirical
data graph and diagrammatic represent­
ations of pure or applied mathematical
functions; (2) the association of utility of Author's address
pure data graphs with a statistical Research Professor of
orientation toward phenomena, Playfaiťs Justice, Law and Society
innovations were facilitated by bis American University
association with science during a time Washington DC 20016
USA
when science was particularly hospit­
able to highly pragmatic endeavors. His
© Albert D Biderman 1990
innovations were also facilitated by bis
marginality with regard to the science of 1 William Playfair. The commercial and political atlas...
bis contemporaries.
Title page. London, 1786

3
Information Design Journal 6:1 (1990), 3–25. DOI 10.1075/idj.6. l.01bid
ISSN 0142–5471 / E-ISSN 1569–979X © John Benjamins Publishing Company
ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

2 4
William Playfair. William
The commercial Playfair. The
and political commercial
atlas... Chart of and political
the exports and atlas...
balance in our Chart of the
favour and revenue
interest of the collected
national debt. by the
London, 1786 Commissioners
of Excise and
Revenue of
Ireland.
London, 1786

5 William
Playfair. The
commercial
3 and political
William Playfair. atlas... Chart
The commercial representing
and political the reduction
atlas... Chart of of the national
the National debt by the
debt London sinking fund.
1786 London. 1786

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4
ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

drafting instruments. Not only was he


(almost) the first (as far as I now know) 3 to
publish purely empirical social statistics in
graph form, he conceived a great many of all
currently popular forms of statistical graphs
and applied them to a large variety of data
problems. Playfair certainly was the originator
of the chartbook of national economic and
social indicators. His 1786 Atlas (Figure 1)
(which notably included statistical charts only
and no maps) consisted mostly of time series,
presented both as line-charts (in all instances,
time was the horizontal axis and amounts
measured in pounds sterling the vertical) 4 6 William Playfair. The commercial and political atlas...
(Figure 2) and surface charts (Figure 3). He Total granted for services from the year 1722 to 1785. London 1786
used both black and white and color. The
differences in appearance between some of
Playfair's 1786 charts and some that might be
prepared in the present day are slight.
The techniques and devices of graphing
employed by Playfair in his first work are in
many ways more professional than one finds
in many present-day works - his use of hach-
ures and solids, grids with major and minor
divisions (Figure 4), surface charts (Figure 5),
consistent schemes of color coding (Figures 2,
4 8k 5), historical period and event reference
markings (Figure 6) in his time series - much
of the useful repertoire of graphs was well 7 William Playfair. The commercial and political atlas... Probable
increase in interest during payment of the new debt. London. 1786
worked-out and quite quickly as a spare-time
undertaking by Playfair.
He used charts in his very first volume for
analytic as well as straight presentational
purposes; for example, areas of the sums and
differences of variables being significant
objects of depiction, as well as the values of
the individual variables themselves (Figure 4).
He used smoothed continuous lines and
broken-line forms. He graphed hypothetical as
well as actual values (Figures 6 & 7) - he was
as much interested in time series projection as
depiction (Figure 7). One of the 44 charts in
the first Playfair Atlas was the first known 8 William Playfair. The commercial and political atlas...
statistical bar chart (Figure 8) - a form he used Exports and imports of Scotland. London, 1786

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5
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

11
Not only was Playfair credited with being William
the first person (with the exception, at least, of Playfair.
Statistical
Crome [1782, 1785] and, see below, of
breviary...
Huygens [Boyer, 1947] and the ancient Incas Statistical
[Locke, 1923]) to publish graphs of concrete chart shewing
the extent of
social data, he was for a considerable period of the population
time the only one (more or less) to do so. It and revenues of
took 15 years before anyone (who has come to the principal
nations.
my attention) emulated the graphic applicat- London, 1801
ions Playfair published in 1786. It was almost
50 years after Playfair's first Atlas before stat-
istical graphs were used with any regularity,
and then primarily on the Continent rather
than in England. It was only during the latter
phases of the Statistical Movement in Great
Britain that its members made regular use of
10 statistical graphs, and then seemingly by
William Playfair. apologetically because he lacked time series reverse diffusion from the Continent
Statistical data for the trade of Scotland and could pre-
breviary... (Funkhouser, 1937; Tilling, 1975).
Statistical chart sent cross-sectional categorical data only. In a
Matching the apparent ease with which
of Hindoostan subsequent work, The Statistical Breviary...
with the great
Playfair developed the basic repertoire of the
(1801) (Figures 9, 10 & 11), he innovated an
and inferior statistical graph is the apparent ease with
divisions. additional form of the contemporary
which his unprecedented means for presenting
London, 1801 repertoire, the circle graph and the pie chart.
statistical data were understood and appreciat-
Here, he used relative areas representing geo-
ed by audiences. His Atlas in its original and
graphical regions, and connected ordinates
several subsequent editions enjoyed consider-
representing, respectively, population and
able popularity. (Funkhouser & Walker, 1935;
revenues, to depict the tax burdens of the
Funkhouser 1937). He achieved considerable
countries of Europe as functions of land and
success in his effort to present complex
population.
INF. DES. J. 6 / 1 (1990) 3-25

6
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

elaboration of the form) are the only ones that


Playfair acknowledged as a precedent of his
forms, and that only with regard to his bar
chart. Priestley's biographical and historical
charts also were extremely popular and went
through many editions, during a period of over
a half-century. (Priestley's biographical charts,
incidentally, illustrate another interesting and
lasting 'natural graph convention' - he used
dotted lines to indicate missing data where he
could not precisely fix either a birth or death
date for an historical figure).
Why Priestley in the late eighteenth cent­
ury felt he had to go through elaborate just­
12 ification for using a line to represent time may 13
James Priestley. statistics 'to make them understandable by / Newton.
A specimen of a also strike us as enigmatic in view of the fact Philosophae
persons of great rank, or active business/
chart of that a time dimension as an abscissa had long naturalis
biography. without their need to expend 'the fatigue or principia
figured in kinematic diagrams. Newton's
London 1769 trouble of studying the particulars' [Atlas, mathematica
(1785 edn) Principia affords an example (Figure 13). But Lemma III.
1786, p6). Unlike many abstract sign systems,
there are two important differences between London, 1687
the basic graph forms and applications used by
how Priestley and
Playfair do not appear to have depended for
Playfair were treat­
their appreciation upon gradual crescive
ing time and the
developments of the culture, elaborated step
treatment of time
by step. Nor, as is the case with other
in diagrammatic
complex sign systems of individual invention,
forms that were
did people have to school themselves
previously com­
elaborately to appreciate the signification of
mon. First, in kine­
Playfaiťs systems. His graphs were apparently
matic diagrams, the
completely unconventional, but perfectly and
representation of
immediately acceptable as conventions for
time on the spatial
conveying the information.
plane of the dia­
gram follows
directly from the
VISUAL SPATIAL METAPHORS equation of time
with the successive
It is notable that only two decades before positions in space
Playfaiťs Atlas, J B Priestley (1765) felt it nec­ of a moving object
essary to fill several pages in order to justify as over time. The rep­
a natural and reasonable procedure represent­ resentation of space
ing time by a line in his graphic, historical, and time in graphs
and biographical charts. These charts of is less an intellect­
Priestley's (Figure 12 shows Priestley's 1769 ual step than

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7
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

1 4 Rendition of representations such as those of Priestley in


C Huygens's
(1669)
which a variable other than space, or objects
interpolated in space, are represented by spatial dimensions
curve fitted to of a diagram,- or those, such as Playfaiťs bar
Gr aunt's London
mortality data.
chart of the revenues and expenses of
C B Boyer, 1947 Scotland, in which neither space nor time
figures as a variable. For Playfair, time
15 assumed the position on which a merchant
Robert Plot. might successively stack his daily receipts of
Portion of a
chart of piles of money (see below). Playfair did event­
observations of ually use line lengths to represent quantities
the history of which did not fit as nice a metaphor as this -
the weather,
1685 for example, human populations, which ordin­
arily do not get to be stacked in neat piles.
But, presumably, no great intellectual innovat­
ion is represented here. Such representations
must have occurred innumerable times over
time immemorial in connection with the
keeping of serial chronological records by even
pre-literates. The keeping of daily (or other
periodic) counts with tally marks generates
precisely such a record. A primitive tally mark
record, indeed, can have precisely the elegant
properties of the grouped unit-symbol bar
graph advocated by Brinton (1914) and
Neurath(1936).
My colleagues who are interested in the
history of statistical graphs react with some
excitement to discovering instances prior to
Playfair when the spatial metaphor was ap­
plied to the representation of purely empirical
quantitative data. 6 For example, I learned by
correspondence with S Stigler that he had
been informed (by correspondence with C
Eisenhart) that Christiaan Huygens (Figure 14)
had graphed Graunťs data on London mortal­
ity (see Boyer, 1947) and that someone fitting­
ly named Robert Plot (1685) had published,
mirabile visu, a graphic chart of daily baro­
metric observations for the year 1684 (Figure
15). But these, apparently, are noteworthy as
isolated and rare departures. The use of Quipu
knot-records by the ancient (and otherwise

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8
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

pre-literate) Incas for demographic and would represent a day, and its height wrould be prop-
economic data (Locke, 1923) is one of several ortioned to the receipts of that day; so that by this plain
operation, time, proportion, and amount, would all be
examples from outside of the stream of physically combined.
European cultural development. Lineal arithmetic then, it may be averred, is nothing
The resistance to the use of lineal ex- more than those piles of guineas represented on paper,
tension, or other graphic devices, to represent and on a small scale in which an inch (suppose) rep-
resents the thickness of five millions of guineas,... as
quantities of phenomena that were not them- much information may be obtained in five minutes as
selves spatial may strike us as rigid literal- would require whole days to imprint on the
mindedness. Playfair was aware that the heart memory...by a table of figures. (Playfair, 1801: xi-xii).
of his invention was the recognition that
anything that could be expressed in numbers
could be represented as well by lines. He
SCHOLASTIC NOMINALISM
acknowledged that this was a lesson taught
him by his brother John (Playfair, 1807: xvi). 1 6 J Kepler.
But these uses of 'lineal arithmetic' he learned The resistance to the spatial representation of Harmonie mundi
in his boyhood were applications where a rel- non-spatial quantities in early modern science Table showing
is notable in light of ancient examples such as the motion of
atively literal metaphor was applicable. This planets using the
included the instructive exercise to which his those: (a) in pharmacological work by follow- forms of musical
brother put him at a young age - keeping a ers of Galen (who used the analogy of linear notation. 1619

register over time of the readings of the ther- distance differences


mometer by drawing lines on a divided scale. for the relative in-
Here, lengths of the thermometer column tensities of the quan-
were literally what was observed and these tities of medicines in
lengths, indeed, were the only scale values a treatment); (b) in
available for expressing temperature quantit- musical theory and
atively. To both John and William Playfair, notation (which
credit is due for their recognition that the Kepler applied, in
graphic record was as valuable, or more so, accordance with the
than the translation of a large time series into doctrine of the 'harm-
a numerical table. Tilling (1975) takes as ony of the spheres 7 ,
exemplifying the resistance to graphics in the to charting the move-
18th century that scholars, before approaching ment of the planets,
the data seriously, would first translate into as shown in
tables even the output of the automatic Figure 16); and (c) in
recording devices of the time which produced the most universal
beautiful continuous or periodic graph and elaborated way,
records. Playfair also explains the lineal by Nicole Oresme
arithmetic of his Atlas in terms of a highly and those who em-
literal metaphor: braced his theory
of configurations 7 at
Suppose the money received by a man in trade were all the tail end of the
in guineas, and that every evening he made a single pile medieval period (see
of all the guineas received during the day, each pile
Clagett, 1968: 47 ff.).

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9
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

Perhaps the re-emergence of interest in


truly geometric, probabilistic graph methods
in the nineteenth century may bear some
relation to the psychological nominalist epis-
temological currents of that time. There is
considerable intertwining of the strands of the
development of positivism and of statistical
graphs - d'Alembert and Fourier, rather than
Laplace, Lagrange and Poisson, are early data
graph innovators. (Comte dedicated the first
volume of his Cours de philosophie positive to
Fourier [Hankins, 1975: 279].) The rise of en-
thusiam for data graphs and developments of
the art are contemporaneous with '...the
emergence of the positivistic strain [in French
physics] of the 1820s and 1830s onward' (Fox,
17 1974: 128) and the 'dethroning' of Laplace.
M Clagett. Oresme advanced a system for studying Key figures in two important but very differ-
Portion of text physical and psychological phenomena by ent strands of the more recent development of
of Oresme's coordinate graphs of the intensities of their
Tractatus de
statistical graphics are Karl Pearson and Otto
configuration- external qualities (see Figures 17 & 18). His Neurath, both of whom were disciples of
ibus qualitatum devotion to comprehending things in terms of Mach's positivism (cf. Neurath, 1973).
et motum. these graphic configurations is consistent
1968 An important difference between Playfair's
with the skeptical, psychological nominalist, graphs and geometric graphs that long pre-
probilistic currents of late medievalism which ceded them is a distinction that is important
he epitomizes. For Oresme, the surface to the thesis I will present. For centuries,
intensities of the qualities of objects we can educated persons were familiar with the dia-
perceive and comprehend are those which grams of geometry. Not only did space signify
correspond to the ways in which our senses space in such diagrams, however. They were
and the powers of thought and imagination of also either diagrams of a nomothetic principle,
our minds configure (see Clagett, 1968: 12—18; or of an abstract mathematical function, or
28-30). These psychological configurations, else precise applications of some such general
Oresme concluded, are both permanent principle to an empirical problem. The
constitutional ones and temporary ones Priestley and Playfair applications of graphic
arising from experience and from what we method illustrated here are of a fundamentally
would now call cultural products. Oresme's different order. They are totally idiographic
epistemology is in many ways kin to turn-of- graphs - the map of a concrete set of unique
the-century positivism. His influence lasted historic data. In the simple terms I prefer, they
only for one generation. It was displaced by were 'proper' graphs in the sense that a noun
the Copernican and Galilean interests of the is proper, and, as such, quite distinct from a
Renaissance in '"real" explanations' (Clagett, diagram of a mathematical function, which
1968: 12). can be called 'common', as with a common
noun. (It might be nice if we used the con-

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10
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

vention of upper and lower case to distinguish


the titles of proper graphs, such as 'The
Population of London, 1660-1978', or 'Plague
Deaths and Population Change in London,
1600-1700', from common graphs, for exam-
ple, 'Age structures of stable populations at
different levels of mortality and fertility'.

T H E CARTESIAN TRAP

In their history of important developments in


the field, Beniger and Robyn (1978) make
Descartes' contribution of his coordinate sys- 18
'Oresme's
tem in 1637 a key milestone among intellect- Pipes',
ual developments leading to statistical graph- theoretical
ing. So, too, does Funkhouser (1937: 287) and diagram from
Tractatus de
many others. I attribute quite the opposite
latitudinibus
role to the Cartesian influence. The Cartesian formarum
system specifically - and more generally, the [1486
(C1390)]
philosophical outlook associated with
probably
Cartesian geometry - acted as much or more erroneously
as impediments. Considering how they may attributed to
Oresme. M
have acted as impediments may help explain
Clagett, 1968
why statistical graphics were not invented
until they sprang, a century and a half later, statistical graphic repertoire for almost a
almost full-blown from Playfair's mind. This century after Playfair's first work. There is
was the mind of a person who was known to precious little geometry (in the mathematical
his contemporaries more as a rather scound- sense) involved in the generation of most of
relous man of the world, than as a scholarly the graphic displays published nowadays. My
man of the mind (see below). These consider- argument is more radical than the irrelevance
ations may also help explain why Playfair's of geometry or analytic geometry, however.
inventions were not quickly adopted for Formal mathematical geometry seems to me
serious work. Although Playfair bragged of the to have been a downright obstacle to the de-
recognition he received from the French velopment and diffusion of most of the graph-
Academy for his 'application of geometry to ics for statistics that figure in Funkhouser's or
economic accounts', neither the Cartesian Beniger and Robyn's histories.
system, nor any geometry that did not exist One of the earliest emulators of Playfair of
before Euclid, was at all needed for any of whom I have found mention included the
Playfair's forms. Little geometry was needed banker S Tertius Galton (a name familiar to
for any of the few elaborations of, or additions scholars, when at all, as father of the Francis
to, them that saw much useful service in the Galton, and, thus, in a biological sense, a
grandfather of modern statistics), who

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11
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

1 9 L Cooke. A series of statistical charts shewing the


fluctuations in quantity and value of the products of the soil
no. 1 National debt (England and Ireland) No. 2 Finance.
London. 1826

2 1 William Playfair. The commercial and political atlas..


Chart of the national debt... London, 1786

W S Jevons (1886: 164-166). (Figure 19 gives


an example of Cooke's work.) The other em-
ulator was one of the most renowned figures
20 of the time, Baron von Humboldt. Humboldt
F v Humboldt. published in 1813 a 55-year, multiline time was far and away the most famous scientist of
Essai politique series chart of the money in circulation, rates his time. The sciences on which his fame
sur le royaume of foreign exchange, prices of bullion and of
de la Nouvelle
rested, and to which he applied the ideas he
Espagne wheat. Galton, and another early emulator of says he got from Playfair, were geography,
Tableau Playfair's graphs of economic time series, meteorology, and geology - in each instance,
physique de la Layton Cooke (1826), who published charts of we should note, a naturalistic and empirical
Nouvelle
Espagne. more modern appearance and technical per- science rather than a formal, experimental and
Paris, 1811 fection than Playfair's, are important along highly deductive one. In the Atlas volume of
with Playfair in having inspired the enthus- his Essai politique sur le royaume Nouvelle
iastic graphic explorations of economic data of Espagne, Humboldt avers that he used:

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12
ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

the graphical method [that] is analogous to what 22


M. PLAYFAIR first employed in a very ingenious manner, F v Humboldt
in his commercial and political Atlas and in his Essai
statistical charts of Europe. Without attaching much politique...
importance to these sketches, I cannot regard them as Cartes des
mere trifles foreign to science. It is true that the chart divers routes;
which Mr Playfair gives of the national debt of England Produits des
brings to mind the profile of the peak of Tenerife mines, qualité
de l'or et de
[compare Figure 20, 21]; but natural philosophers have
l'argent. Paris,
long indicated by similar figures the state of the 1811
barometer and the mean temperature of months.
(Humboldt, 1811: 186).

(Figure 22 illustrates Humboldt's adaptation


of Playfair's forms and Figure 2 3 two innovat-
ions of Humboldt's own devising.)
There was indeed a natural philosopher
who made extensive use of graphs of empirical
data a decade before Playfair - J H Lambert. In
addition to being graphs of empirical data,
Lambert's graphs on heat (Lambert, 1779),
light (Lambert, 1760) and magnetism
(Lambert, 1765) depart from what was com-
23
monplace before in representing on the spatial F v Humboldt.
plane variables other than space, and the dis- Essai
tribution of objects in space, either statically politique...
/. Tableau
or as they moved through time. There is one comparatif de
notable difference in Lambert's use of graphs l'etendu
and Playfair's, however. Lambert used graphs terrestial...
II. Tableau
to present the results of experiments which terrestial et
confirmed a general scientific principle ex- populations des
pressible as a simple mathematical function, metropoles...
Paris, 1811
such as those of the annual cycle of temp-
erature at various soil depths (Figure 24) or of
magnetic variation over time (Figure 25).
Though displaying the empirical data, his
graphs were like those which had been
produced long before, essentially graphs of the
mathematical function which 'fit' the data.
(According to Tilling, however, despite the
renown of Lambert's work, his use of the
graphic method was not emulated for many
years.) Playfair graphed data when he had no
such expectation of finding conformity with a
neat principle of the Law of Nature. And
while Huygens had more than a century

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13
ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

24 PRAGMATIC PRIMITIVISM
J H Lambert
Pyrometrie
Graphs of The great scientific advance of Playfair's
variation in soil graphs can therefore be said to reside in their
temperature. scientific primitiveness. They required scant
Berlin, 1779
geometry to execute; they fit no mathematical
function. But was Playfair's attention to
naturalistic social data merely 'primitive 7 ?
The period in which statistical graphs
emerged was one of extremely rapid scientific
discovery. It is quite instructive to look ran­
domly through volumes of the Philosophical
25 transactions of the seventeenth and eight­
J H Lambert eenth centuries to see with what startling
'Theorie der rapidity fundamental discovery followed fun­
Zuverlässingheit
der Beobach-
damental discovery. Men were exploring by
tungen und systematic, controlled observations for the
Versuche'. first time. Remarkably often, their data con­
Graph of
magnetic formed nicely to what a rationalistic orient­
variation. ation to the world expected - that is, a simple
Berlin, 1765 mathematical expression. Quite remarkably,
however, it was not until late in the game,
mostly in the first quarter of the seventeenth
century, that scholars came to be inclined and
able simply to plot the data and see writ in the
plot, in God's neat and bold handwriting, as it
were, the mathematical principle of His Noble
Design. Developments in the precision of
instruments and procedure made this orient­
ation progressively more successful. The
development of curve fitting later made it
successful even in the face of highly erratic
means of observation and experimental
control.
earlier graphed non-experimental historical As Pearson (1978) saw it, statisticians,
data (Figure 14, above), Huygens also was con­ social scientists and their forebears over the
structing a graph of a smoothed fit (to ages divide (although not always neatly) into
Graunťs data), not a graph of what Tukey two classes: first, there are the essentially
(1977) calls the 'rough 7 . naturalistic ones who have been content to
find a bit of order in observations on which
they can seize. They aimed at imposing just a
little bit more order on what they took for
granted was an extremely complicated,

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ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

disorderly and largely fortuitous world of Meikle, the inventor of the threshing mach-
imperfect man's vision and creation. On the ine. At 21, he became employed as a draughts-
other hand, there were scientists out to reveal man for Boulton & Watt 9 at Birmingham.
The Grand Design. They believed that God Watt's inventiveness was intensively applied
wrote in a bold clear hand. Their graphs, and to improvements and new uses of graphic
their equations, were the revelations of the means for making quantitative relationships
elegant harmonies of God's handiwork (Figure visible. One of his major contributions to the
16, above). Statistics is descended partly from development of the steam engine was his
people of the latter persuasion, such as invention of the indicators which draw a
Süssmilch and Arbuthnot; but more from diagram of the relation of the steam's pressure
people of the former, more Hobbesian stripe: to its volume as the stroke proceeds - an
Graunt, Petty, and Austrian and German table instrument which was called the steam
freaks. Playfair's intellectual lineage is also engineer's equivalent of the stethoscope.
Hobbesian. Watt, however, was not interested in the
The path of the diffusion of the data graph- essence of steam, but in steam as it behaved in
ing into science actually follows more directly a steam engine. His theories were neither
from the naturalistic than from Cartesian rigorous nor accurate, but they were good
rationalistic tradition, from Playfair rather enough to build pretty good steam engines.
than from Lambert, for it was in the evolution Playfair's master was also inventor of such
of statistics that the data graph achieved tools important for the graphic art as the
prominence and was diffused outward to other glutinous ink manuscript copying machine
disciplines. Its inventor, Playfair, was not a and tools for copying, engraving and making
scientist nor a member of the scholarly reduced copies. We see two aspects of Playfair
establishment of the time, but by reputation here that differentiated him from contempor-
more of the business-schemer, scoundrel, un- aries of the scientific establishment. He was a
successful mechanical inventor, political ad- skilled draughtsman with much experience in
venturer, and inveterate and prolific political preparing diagrams for engraving and
pamphleteer. The scandalous features of his publication. He could whip out technically
career are those on which the British superior charts that others with less training
Dictionary of national biography (1921) could produce only by painstaking and time-
dwells, with no mention at all of his being the consuming labour. (Playfair also had a knack
fountainhead of statistical graphics. Indeed, for whipping out very neat prose to accom-
one cannot ascertain from its text that he had pany them - he was an extraordinarily prolific
anything whatsoever to do with statistical and readable writer, as well.) Perhaps one of
graphics. Judging from that biography, we have the impediments to the innovation of stat-
a very unlikely candidate indeed for a major istical graphics (and it is an impediment that
scientific advance. But that biography is a computer graphics is just beginning to make
distortion. disappear) is that so few people who work
One feature of that biography helps explain with data have possessed the skill and training
both why Playfair came upon his 'invention' for producing readily graphs that measured up
and why others of his time did not immediat- to the technical proficiency of those produced
ely emulate it. He was orphaned when he was by this innovator. Playfair, who owned a
13 and thereafter apprenticed to Andrew silversmithing business, had an understanding

INF. DES. J. 6 / 1 (1990) 3–25

15
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

of the means of producing the engravings inductive historical method.' (Lehmann,


required for publishing his graphs. (Biderman 1935). John Playfair played a similar role in
[1981] discusses negative influence of typo- geology.
graphic technology on the roles played by data
graphs in science.)
Playfair's long association during his form- CIVIL AND SOCIAL ENGINEERS
ative years with great inventors made for a
person attuned to the practical, rather than With regard to orientations toward social
the theoretical; with coming up with anything phenomena., additional distinctions are im-
that worked nicely for things that were portant. Some scholars are inclined to the
important to daily affairs of men - business, view that men and their works are either no
and the politics with which business was less well ordered and nicely describable than
closely allied. The theories that concerned other phenomena, or no more so. Others make
him most were the practical theories of a sharp division between nature, on the one
industry, business and politics. His polemical hand, and man and society, on the other. But
political tracts argue pragmatically rather than there are also divisions here in views as to
moralistically. whether more orderliness can always be found
Another feature of Playfair's scientific in the doings of nature or of man. Some
orientation is discernible in the biography of engineers see themselves as imposing force-
his older brother, John, who took charge of fully some nice works of orderliness on an
William's education when the latter was 13 otherwise complex and messy world. Many of
years old. The older Playfair was indeed a those given to social engineering, as well as
member in very good standing of the scholarly physical engineers, take this view toward their
establishment. with prominent achievements respective domains. Civil engineers, in part-
in mathematics and geology. It was a particul- icular, can see themselves as imposing much
ar wing of the British (and, more particularly, of whatever neat order one will find in either
the Scottish) scholarly establishment, the physical or social domains. Much as a
however, to which John belonged. For me, as bridge or highway is the imposition of a highly
a sociologist, the most prominent fact about orderly pattern on a rather disorderly natural
John Playfair was that for a time he held the and social landscape, the graphs of the
professorship of mathematics at the engineering-trained statisticians, such as those
University of Edinburgh jointly with Adam important in the French tradition of statistical
Ferguson. [Dictionary of national biography, graphs in the nineteenth century, were often
1921: 15, 1299-1300.) John's employment impositions of quantitative clarity on the
from 1783 to 1787 was as tutor to two other confusion of a map or other plot of actual data.
Fergusons. Adam Ferguson is the member of Isobar maps of population (Vauthier, 1874; see
the Edinburgh group of 'Scottish moralists' also 1890) or of weather (Lalanne, 1845) are
that included Hume, Karnes, and Adam such examples and exemplify the continuing
Smith. He has been called the 'first contributions to the state of the art of the
sociologist'. 'Ferguson's chief significance is Ingénieurs des ponts et chaussées au
due to the prominent part he played in divor- Ministère des travaux publics through the
cing philosophy from the prevailing rational- entire century.
istic a priori approach and in substituting the

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16
ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

PRE-MATHEMATICAL STATISTICS geometry and other formal, mathematical


geometry, on the one hand, from the graphing
The empirical graph, prior to the middle of the of data, as by Playfair, without the intention
eighteenth century , was not of much use for (or ability) to approach the data by formal
those looking for an elegant mathematical mathematics, but rather with the belief that
representation of God's hand in the affairs of the mind of the eye had to make what sense
men because there was scant means of order- there was to be made of the data. One possible
ing any data to accord with so elegant a vision explanation, then, for the failures to apply
until quite recently. My guess as to why graphs prior to Playfair, is that graphs tended
scholars such as Graunt and Petty did not to be thought applicable only where geometry
graph data is that they associated the form was properly applicable.
with efforts at geometric representations of What, then, of the diagrams of scholars
the perfect laws of Creation, rather than the such as Lambert, Gauss and Legendre? Should
messy doings of imperfect man. I suspect that not theoretical graphs of social phenomena,
the bit of order they aspired to find and the bit or curve fitting and least squares, have paved
more order they hoped to impose by use of the way more quickly for plottings of smooth-
Political Arithmetik were orders of a different ed, fitted and residual representations of
26 order than those of diagrams of mathematical statistics? Possibly not until the ideas of least-
A Quetelet. functions, whether of Cartesian mathematics squares curve-fitting were transferred to work
Lettres sur la
theorie des or the laws in Newton's Principia. by people who were statisticians in philoso-
probabilities Old, well-institutionalized uses of a phy and temperament. Truly mathematical
Urn scheme statistics in statistical data graphs are en-
cultural form may interfere with, rather than
(untitled
figure). facilitate, putting that same form, or ones countered first in the work of statisticians
Brussels, 1846 closely resembling it, to some different man- whose interests lay in the variation, not
ner of use. To use simply in getting rid of it, as was the case with
DES MOYENNES ET DES LIMITES. 103 a trite example, the error probability theorists. An additional
boules, se trouve représentée pour la hauteur du petit rec- the Jacquard consideration is that least squares developed
tangle construit sur o'p'. La table de possibilité donnerait le
nombre 0,011794; et la figure montre en effet que cette pro-
machine did not in a spatial science - astronomy. It was not the
babilité est à peu près la moitié de la probabilité maximum, lead either to values of observations that astronomers of the
qui consiste à prendre 499 boules blanches dans un seul
tirage, probabilité représentée, dans la figure, par le rec- computing or the seventeenth and eighteenth centuries wanted
tangle le plus grand, celui construit sur ab'.
host of other auto- to see or show, but the neat mathematical
mated control principle that was nature's law, or the actual
processes to which true position of stars or other objects in space
the basic idea is (see Herschel, 1833).
applicable. Two important types of exception should
We must differ- be noted. The first were the uses of data
entiate graphing graphs to demonstrate error theory, itself - to
Les petits rectangles s'abaissent ensuite si rapidement that is done of show how the grand design prevails despite
que celui qui répond à la probabilité de prendre 430 boules
blanches dans un tirage de 999, boules a une hauteur à peu spatial data and the irregularities produced by the (unholy)
près nulle. Et cependant, pour suivre la loi de continuité in-
diquée par la théorie, il faudrait en construire encore «0
other data in con- workings of chance. Quetelet, whom Pearson
successivement décroissant de hauteur. J'ai pris le parti de junction with ap- (1978: 160) associated with this De Moivrian
ne pas les représenter dans la figure, car la loupe même
n'aurait pas suffi pour les faire apprécier. Dans notre échelle proaches to those philosophy, produced the first 'urn scheme'
de possibilité j'ai pu, au moyen des nombres, porter les
data by analytic graph (Figure 26). Like Quetelet, Florence

INF. DES. J. 6 / 1 (1990) 3–25

17
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

29
J Fletcher.
'Moral and
educational
27 statistics of
F Nightingale.
England and
Notes on
Wales', Journal
matters
of Statistical
affecting the
Society of
health,
London, 12.
efficiency and Ignorance in
hospital England and
administration Wales. 1849
of the British
Army. London,
1858 fluctuations should be attributed to Lucretian
"Chance".' What Nightingale sought to por-
tray in her polemical graphs, however, were
the pestiferous works of Lucifer, not the hand
of the Deity. She was continuing the righteous
campaign of her immediate predecessors in
the Statistical Movement against the dis-
orderly evils: filth, disease, pauperism,
bastardy, crime. Moral statisticians of the mid
nineteenth century used graphs of the
28 distributions of these evils in advocacy of
A Balbi and
A M Guerry. unleashing their favoured virtuous weapons,
Statistiques hygiene, education and industry (see Cullen,
Comparees...
Criemes contre
1975). Among the most celebrated examples
les proprietes. are Fletcher's adaptations of the chloropleth
Paris, 1829 methods of the French moral statistician,
Guerry (Figure 28). Fletcher's purpose was to
Nightingale (1858), renowned for her per-
argue the case for compulsory free education
suasive 'petal' charts (Figure 27), was deplored
by 'demonstrating' the association of illiteracy
by Pearson as a believer in the philosophy:
with crime and assorted other evils (Figures
'The Deity fixed the means... [and] the
29 & 30)

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18
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

30
J Fletcher
'Moral and 31
educational L L Lalanne.
statistics of Cours complet
England and de
Wales', Journal meteorologie
of Statistical de L F Kaemtz
Society of Isobar of
London, 12 weather
Crime in (portion of
England and untitled figure).
Wales. 1849 Paris, 1845

Thus, there were those scholars who were Lalanne's (1845) contour displays of
disposed to the belief that there was a Divine meteorogical data (Figure 31) and Vauthier's
geometry, some of whom with various degrees adaptation of contours to displaying
of assiduousness sought to search for it in population density distributions (Figure 32),
their scientific endeavors, but who were free and Jevons' (1884) uses of semilog scales for
to mobilize purely empirical graphs for time series (Figure 33). Eventually, we reach
portraying aspects of the social world they an integration of the two forms of
regarded as anything but divine. mathematics in graphs.
It is useful to distinguish between the use
of the graph to display the mathematics
applicable to data and the use of mathematics MATHEMATICAL STATISTICAL GRAPHS
to facilitate the graph, that is, the visual dis-
play of data. Lambert's graphs, as we have It was only after Playfair's time that we had
noted, have the former function. Among graphs which combined common and proper
many examples of the latter kind, where features - in which general mathematical
mathematics is introduced to transform and functions are fitted to proper empirical variat-
arrange the data for clearer or more accurate ion. And it was yet later still, when Galton got
display to the eye, we have Fourier's use of the help of some mathematically inclined col-
what Galton later termed the 'ogive' to leagues, Pearson and Weldon, that it became
display the age distribution of a population. common in statistics for the functions that

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19
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

32 were being fit to graphed data to be functions


L Vauthier.
'Note sur une of a statistical theory, a theory of variability,
carte not simply general functions of mathematics.
statistique The true geometricization of statistics is a
figurant la
repartition de very recent development. The first correlation
la population diagram (1886) (Figure 34) was born a few
de Paris', years after my father was.
Comptes
rendus...
Population
density.
T H E RESURGENCE OF EXPLORATORY NATURALISM
Paris, 1874

The mathematicization of statistics which


Galton and Pearson set in motion actually
paved the way more for statistical work by
scholars who had a different epistemological
orientation than it did for those who shared
their positivistic philosophy. It also made
possible the application of the graph form to
nomothetic as well as idiographic purposes -
by positivists or non-positivists alike.
We are just passing through another phase
of the development of the history of statistics,
one in which a formal, mathematically nomo-
thetic emphasis largely displaced the older
preoccupation with important concrete data
that were not necessarily tractable for the
Fig. 45. Carte statistique de la répartition de la population dans les différents quartiers de Paris, purposes of formal analysis. As documented
dressée en 1874 par Vauthier, suivant le système proposé en 1845 par Lalanne.
by a content analysis Steve Fienberg (1979)
performed on charts in the Journal of the
American Statistical Association and
Biometrika for the period from 1921 to 1975,
what I call 'proper graphs' - at the beginning
of the period, the predominant chart form -
became largely displaced by either 'common'
diagrams or diagrammatic charts with
common and proper features in admixture. At
the same time the number of charts and the
space devoted to charts shrunk dramatically,
reaching a m i n i m u m during the period of the
1960s. Fienberg's data show an increase in the
use of graphs during the first part of the 1970s
3 3 W S Jeavons. Investigations in currency and finance and, when someone gets around to counting
Semilog scale: Value of exports of merchandise - England to
India. London, 1884 again, I am sure the trend will show a great

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20
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

resurgence of the use of charts in the late


1970s and in the 1980s. That resurgence
reflects in considerable measure renewed
vigor for the pragmatic, idiographic
orientation to data exemplified by Playfair - a
respect for finding whatever order one can in
any data important to man. Some of the
revival of graphics has been associated with a
switch in emphasis in statistics toward giving
more attention to what Tukey (1977) calls
'exploratory', as distinct from 'confirmatory 7 ,
data analysis. 1 0 Much of the attention to data
display has been directed to 'graphic' methods
where graphic is defined implicitly by the
exclusion of numerical tables and the
functional notation of mathematics.
There has been a revival in recent years of 34
statistics also seems to have benefitted from F Galton.
serious attention to the orderly display of the involvement of statisticians with the 'Diagram based
data; of how data may be arranged on paper (or kinds of activities which were Playfair's on Table 1'.
From K
other visual media) so that one can more calling - the enlightenment and persuasion of Pearson,
readily make sense out of them. Although the public and its leaders. One can employ 'Notes on the
some of the proposals for improved data dis- graphs in the service of Playfair's aim of sim- history of
correlation'.
play make use of formal mathematical plifying the presentation of complicated data
principles and manipulations, such as robust for its quick and ready grasp by the busy man
estimation and the logics of data transformat- of affairs as well as for displaying the conform-
ions, the revival represents some reversion to ity of phenomena to the elegant geometric
interests of a pre-mathematical stage of stat- curves of scientific theory.
istical work; that is, greater reliance upon the
exploration of the meaning of data with 'the
mind's eye' than by the application of math- CONCLUSION
ematical functions. Pre-mathematical applies
here both in the prior historical sense of stages In the time immediately before Playfair,
of the development of the discipline, and in notions about the mathematical and scientific
the sense of the prior stages of the work of character of scientific graphs hindered the
dealing with data. application of graph representations for the
The minds behind the eyes of graphic users mundane purposes and in the elementary
are now much better equipped than in the manner of Playfair's innovations. Cartesian
past, however, with knowledge of a repertoire graphs for a long time led most of the best and
of known mathematical-statistical shapes and brightest toward a theoretically mechanistic,
forms that prove regularly handy for finding rather than statistical empiricist orientation
order in complex data. to their objects of study. I have attempted to
The current resurgence in graphics within suggest reasons why Playfair was immune to

INF. DES. J. 6 / 1 (1990) 3–25

21
ALBERT BIDERMAN . THE PLAYFAIR ENIGMA

these influences and pretensions. In the years look 'scientific' and can also be used to give
immediately after Playfair, prevailing con- the appearance of order and precision where
ceptions toward mathematics and science neither has been achieved.
again acted as impediments to the adoption of Confusion about the nature and purpose of
his innovations and further developments of graphs still often leads to overly limited and
statistical graphics. These conceptions led mistaken ideas of how the chart forms that
those who did employ simple empirical have earned a secure niche (mostly those of
statistical graphs to seek and to claim for Playfair) and other forms that may be devised
them grander scientific purpose and achieve- in the future can serve valuably. Oresme had
ment than they fulfilled. It led the most it right. The geometry of graphs cannot be
'scientifically 7 inclined of those who did use merely the geometry of the configurations of
statistical graphs in the mid eighteenth phenomena but also the geometry of the
century to misconceive of what they were physiological, psychological and cultural
doing in an attempt to make of these graphs systems of perception and comprehension.
what they were not - that is, they were not
doing geometry and they were not revealing Acknowledgments
fundamental principles of nature. This de- It is infeasible for me to list everyone who in one way
tracted from the very real value their graphic or another has given me assistance over the past 10
devices served in making phenomena they years in my studies reflected in the present paper. They
graphed eminently more comprehensible. On include those who at various times have been
colleagues in the Graphic Social Reporting Project,
the other hand, it led those who saw clearly which was supported in part by the National Science
the geometric primitiveness of the statistical Foundation under Grants No. GS-29115 and SOC76-
graphs of the early and mid nineteenth 17768 to the Bureau of Social Science Research: James
Beniger, Barry Feinberg, Carolyn Franklin, Dorothy
century to regard them as purely a means of
Robyn and Howard Wainer. Contributors of editorial,
popularization, if not the vulgarization, of bibliographic and production support have included:
statistics. Norma Chapman, Michael C. Crotty, Lucy Duff, Mary
Hartz, Anne M. B. Morgan, Molly Skardon, Elizabeth
Illustrative of these points was the con-
Stevens-Jabine and Phyllis Zander. As with others who
troversy between A. Ficker and H. Schwabe at work on the history of statistical graphs, my way was
the 1872 International Statistical Congress. paved by the work of H. G. Funkhouser (1937). My
Ficker's pleas for the use of graphs in statistics special thanks to Patricia Costigan-Eaves for
indispensible help with both the text and illustrations
ran as follows: Esteemed sciences and technics
of this paper. The paper benefits from some specific
universally use diagrams and find them information provided by William Kruskal and by Steve
essential. 11 Therefore, statistics will only be Stigler. Many anonymous librarians were also essential
esteemed as a real science if it uses diagrams. contributors, particularly at the national libraries in
Washington, London and Paris.
Schwabe's rejoinder was that, in statistics,
graphs ('raumliche Bilder oder Zeichnungen')
served purely didactic purposes, indeed Notes
popularization. (Sième Congrès International 1. This is a revision of that paper presented at the
de Statistique, 1872: 47, 61.) Of course, adding Annual Meeting of the American Association for the
Advancement of Science, San Fancisco, January 1980.
Fickeťs and Schwabe's points together yields Portions were also included in an earlier paper,
the proposition: 'Use of statistical graphs will 'Intellectual impediments to the development and
make statistics popularly accepted as a true diffusion of statistical graphics, 1637-1980', read at the
science.' Graphs, indeed, can make anything First General Conference on Social Graphics, Leesburg,
Virginia, October, 1978 (unpublished).

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22
ALBERT BIDERMAN • THE PLAYFAIR ENIGMA

2. See, for example, Funkhouser (1937: 288-290), recent treatment. The 'Pipes of Pan' (Figure 18)
Beniger and Robyn (1978) for statements crediting illustrations in these sources are taken from a 1486
Playfair with the invention of statistical graphs. edition of Tractatus de latitudinibus formarum - a
work Clagett (1968: 85) convincingly argues was not
3. May (1975) discusses the 'historiographic vice' of written by Oresme, but probably by one of his
'priority chasing'. Chasing 'firsts' in quantitative followers, Jacobus de Sancto Martino, 'about 1390 (or
graphics has been so often a losing game that I am earlier)'. Clagett's reprint, translation and discussion of
disposed to play it here only with utmost caution. Oresme's Tractatus de configurationibus qualitatum et
motum can be an extremely instructive source for more
4. Using the x-axis for time remains the dominant
than historical reasons for those interested in how and
convention. Playfair apparently plotted this way
why one may employ graphic representation of
because he was conscious of the metaphor of a literal
quantity.
histogram that might be constructed by piling up
quantities of coins representing either money amounts 8. According to Karl Pearson (1914: Vol I, 50), Galton
themselves or the value of quantities of commodities predicted by this charting the financial crisis of 1831
(Playfair, 1786 [1801]: xii). Time, as employed in that created a ruinous run on his own bank.
Playfair's economic time series, fits the metaphor of a
surface. For a discussion of the kinematic metaphor of 9. Smiles's (1904) biography of Boulton and Watt
time used prior to Playfair in Cartesian diagrams, see describes the small literary and scientific circle which
text, below. By contrast, in the genealogical charts of influenced Playfair. The Galtons who figure later in the
Priestly that preceded Playfair's graphs, such metaphors present paper stem from the marital alliance of the
as suggested by words such as 'descent' and 'tree' make Darwins and the Galtons that was forged in this circle.
a vertical portrayal of time the more 'natural' seeming.
The vertical metaphor for time in time series is that 10. A companion paper to the present one (Biderman,
preferred by Neurath (1936). 1978) argues that the loss of iconic features by numeral
systems as they developed historically indicated the
5. See McEvoy and McGuire (1975) for a discussion of low cultural importance of searching visually for
Priestley's sensationist epistemological orientation - an pattern in large quantitative data sets. A demand for
orientation which is consistent with his prominent iconic numeric representation began to be experienced
position as innovator of forms for graphic display of once it became common to approach data with an
data. For a discussion of the social-political-intellectual exploratory statistical orientation.
links of Priestley and Playfair, see Smiles (1904).
11. This association of science with graphic devices is
6. Their view and mine of graphic innovation differs of long standing. In the composite view of work in
form that of Robinson (1982: 33), who writes: progress at the French Royal Academy of Sciences in
Numerous maps by students of the physical world, on such 1698 (shown in Figure 35), one can note that almost
subjects as magnetic phenomena, currents, and geology, every little science group had its graphic device.
appeared form 1650 on. By contrast, as far as we know now, very
few maps of social subjects such as population, religion, or
production, appeared before 1820. To be sure..., there were
premap, graphic representations of statistics in the latter part of
the eighteenth century by such notables as A. F. W. Crome and
William Playfair, but there were no real thematic maps
portraying statistical data.
It takes a cartographer's provincialism to apply the
label 'premap' to Crome's metaphorical transformation
of the concept of the Karte or the corresponding and
contemporaneous departure by Playfair from the
commonplace in producing an atlas without maps. 35
Playfair seems to me to have simply been reluctant to A composite
perpetuate the visual fallacy of the simple chloropleth. view showing
work in
7. Oresme is given some prominence (pp 272-7) in progress at the
Funkhouser's (1937) influential history of statistical French Royal
graphics, as well as in Beniger and Robyn's (1978) more Academy. 1698

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23
ALBERT BIDERMAN ■ THE PLAYFAIR ENIGMA

Balbi A & Guerry A M (1829) Cooke L (1826) Funkhouser H G & Lambert J H (1760)
Crimes contre les propriétes A series of statistical charts Walker H M (1935) Photometria Augustae
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Paris quantity and value of the Economic history (A
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