Visual analytics (VA) is typically applied in scenarios where complex data has to be analyzed. Unfortunately, there is a natural correlation between the complexity of the data and the complexity of the tools to study them. An adverse effect of complicated tools is that analytical goals are more difficult to reach. Therefore, it makes sense to consider methods that guide or assist users in the visual analysis process. Several such methods already exist in the literature, yet we are lacking a general model that facilitates in-depth reasoning about guidance. We establish such a model by extending van Wijk's model of visualization with the fundamental components of guidance. Guidance is defined as a process that gradually narrows the gap that hinders effective continuation of the data analysis. We describe diverse inputs based on which guidance can be generated and discuss different degrees of guidance and means to incorporate guidance into VA tools. We use existing guidance approaches from the literature to illustrate the various aspects of our model. As a conclusion, we identify research challenges and suggest directions for future studies. With our work we take a necessary step to pave the way to a systematic development of guidance techniques that effectively support users in the context of VA.

Visual data analysis can be envisioned as a collaboration of the user and the computational system with the aim of completing a given task. Pursuing an effective system‐user integration, in which the system actively helps the user to reach his/her analysis goal has been focus of visualization research for quite some time. However, this problem is still largely unsolved. As a result, users might be overwhelmed by powerful but complex visual analysis systems which also limits their ability to produce insightful results. In this context, guidance is a promising step towards enabling an effective mixed‐initiative collaboration to promote the visual analysis. However, the way how guidance should be put into practice is still to be unravelled. Thus, we conducted a comprehensive literature research and provide an overview of how guidance is tackled by different approaches in visual analysis systems. We distinguish between guidance that is provided by the system to support the user, and guidance that is provided by the user to support the system. By identifying open problems, we highlight promising research directions and point to missing factors that are needed to enable the envisioned human‐computer collaboration, and thus, promote a more effective visual data analysis.

Guidance is an emerging topic in the field of visual analytics. Guidance can support users in pursuing their analytical goals more efficiently and help in making the analysis successful. However, it is not clear how guidance approaches should be designed and what specific factors should be considered for effective support. In this paper, we approach this problem from the perspective of guidance designers. We present a framework comprising requirements and a set of specific phases designers should go through when designing guidance for visual analytics. We relate this process with a set of quality criteria we aim to support with our framework, that are necessary for obtaining a suitable and effective guidance solution. To demonstrate the practical usability of our methodology, we apply our framework to the design of guidance in three analysis scenarios and a design walk‐through session. Moreover, we list the emerging challenges and report how the framework can be used to design guidance solutions that mitigate these issues.

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Guidance has been proposed as a conceptual framework to understand how mixed‐initiative visual analytics approaches can actively support users as they solve analytical tasks. While user tasks received a fair share of attention, it is still not completely clear how they could be supported with guidance and how such support could influence the progress of the task itself. Our observation is that there is a research gap in understanding the effect of guidance on the analytical discourse, in particular, for the knowledge generation in mixed‐initiative approaches. As a consequence, guidance in a visual analytics environment is usually indistinguishable from common visualization features, making user responses challenging to predict and measure. To address these issues, we take a system perspective to propose the notion of guidance tasks and we present it as a typology closely aligned to established user task typologies. We derived the proposed typology directly from a model of guidance in the knowledge generation process and illustrate its implications for guidance design. By discussing three case studies, we show how our typology can be applied to analyze existing guidance systems. We argue that without a clear consideration of the system perspective, the analysis of tasks in mixed‐initiative approaches is incomplete. Finally, by analyzing matchings of user and guidance tasks, we describe how guidance tasks could either help the user conclude the analysis or change its course.