Timeline Storyteller
From Visualization Design Space to Deployment
Matthew Brehmer · mabrehme [at] microsoft.com · @mattbrehmer
Postdoctoral Researcher, Microsoft Research
The University of Calgary Data Empowerment Speaker Series · June 18, 2018 · slides: mattbrehmer.github.io/talks/uc180618/
In 2015, I became somewhat obsessed with timelines, collecting and cataloguing hundreds of diagrams and techniques that visually communicate sequences of events. This inspired me to develop a visualization sandbox for rapidly generating alternative timeline designs during an internship at Microsoft Research. In parallel to this, my colleagues and I produced a timeline design space along with a set of related guidelines for narrative visualization . In this talk, I will present what has happened since we wrote a paper about our design space and survey. Upon returning to Microsoft Research, I revisited my sandbox project and developed Timeline Storyteller, an open-source authoring tool for presenting visually expressive timeline-based stories. Following its release as a prototype web application in early 2017, I worked with the MSR Special Projects team to release Timeline Storyteller as a component for Microsoft Power BI, an established business intelligence tool with a large worldwide user community. I will speak about the use of Timeline Storyteller in large public presentations, the results of a storytelling contest that we held for members of the Power BI community, and observations regarding a corpus of user-generated content. Finally, I will reflect upon our methodology for studying the usage and adoption of Timeline Storyteller and more generally what researchers and practitioners can do to evaluate deployed visualization authoring tools.
Image: Joseph Priestley (1765)
Perhaps the most common representation for time is linear: the time as an arrow metaphor.
What you see here is part of Joseph Priestley's 'Chart of Biography published over 250 years ago,
Image: Joseph Priestley (1765)
Here time is mapped from left to right (the years are BCE here); you can see the lifespans of a number historical figures, offset vertically to avoid overdrawing.
Otherwise there’s no meaning to the verical placement aside from faceting the data with statesmen at the bottom and "men of learning" at the top.
This left-to-right linear representation of time remains popular today, but it is certainly not the only way to present a set of events.
Image: LadyofHats (Wikimedia Commons)
Radial representations are especially effective when presenting and highlighting natural cycles and events that repeat,
Like biological life cycles or the seasons of the year.
Image: flickr/46704958@N07
But of course time is both linear AND cyclic, like this staircase, something that repeats and yet coils upwards or forwards.
Spirals are certainly another way to represent time, though one that is less common than the line or the circle.
Image: flickr/studiocurve
Yet another representation for time is the grid, often manifested as a calendar.
Like radial representations, calendars are good for showing repeating events and deviations from patterns of events,
especially when these patterns correspond to conventions of weekdays and weekends, and months.
See "How to make history dates stick " by Mark Twain in Harper's Monthly Magazine (1914).
The last class of representation that I'll speak about is not restrained by a specific shape.
These whimsical curved timelines were drawn by Mark Twain, which he proposed as a mnemonic aid for remembering dates using annotated curves.
Many timeline infographics that we see today have this sort-of freeform board-game-like appearance,
though I can't say if they actually help people to remember events.
What is a Timeline For?
And that is, what is a timeline for?
Why do we draw these in the first place?
What happened when?
In what sequence did the events occur?
How long did the events last?
How long between event A and event B ?
Did A and B co-occur?
When did A and B occur relative to event C ?
Basically, a timeline communicates to the viewer "WHAT HAPPENED WHEN?".
CLICK : But if we unpack this question, a timeline can answer a number of more detailed questions, like:
In what sequence did events occur? How long were they? Did event A and event B co-occur? And when did they occur relative to some baseline event, say event C?
These questions relate to the second dimension of our design space, and that pertains to time scale.
The Careers of U.S. Open Golf Champions
Images: (Wikimedia Commons): Dustin Johnson ; R: Jim Furyk
To illustrate these questions and the effects of different time scales, I'm going to talk about golf.
Specifially, I'm going to talk about professional golfers who at some point in their career, won the U.S. Open golf tournament, which is an annual event that dates back to 1895.
I'm going to begin by focusing on the careers of Dustin Johnson and Jim Furyk, who won and placed 2nd, respectively, at the 2016 U.S. Open.
The Careers of U.S. Open Golf Champions
Data source: Wikipedia . This data is also featured in this demo video .
MAX : What you're seeing here are two timelines, Furyk's is on top, Johnson's on the bottom, indicating the results of every U.S. Open appearance in their respective careers.
With red indicating a victory, gold indicating a finishing placement, and grey indicating that they were cut from the tournament after the first 36 holes.
NEXT : You can see that Furyk has appeared at the U.S. Open for longer than Johnson, and that they both have only one victory to date under their belt.
NEXT : In comparison, golf legend Ben Hogan appeared many times over the course of 4 decades, and he won an impressive four times during a six year span in the late 1940s / early 1950s.
NEXT : Johnson and Furyk never played with Hogan, they were born at different times, and it's a bit unfair to compare a mid-career golfer and an early-career golfer to a legend like Hogan.
NEXT : But by changing the scale to one that is relative to their births, we can see if Johnson or Furyk are on track to follow in Hogan's footsteps.
we can also see that Johnson and Furyk were about the same age when they won the U.S Open.
Hogan was older during his winning streak, but perhaps he would have won earlier during the gap in his early 30s, which corresponds to World War II and years that the tournament was cancelled.
NEXT : Or we can remove relative chronology altogether and keep just the sequence of their U.S. Open appearances, where we learn that, coincidentally, all 3 golfers won in their 9th appearance.
NEXT : And finally I can introduce you to another legend, Jack Nicklaus, who appeared more than 40 times, and his 4 victories were more spaced out than Hogan's.
Timeline Design Choices in Timeline Storyteller
representations:
scales:
layouts:
Our timeline design space has
CLICK : Five representions, NEXT : five scales, NEXT : and third dimension which we call "Layout", or how to draw one or more timelines within a page or display:
this has to do with deciding between a single timeline, faceting into multiple timelines, like how I showed one timeline per golfer,
or wrapping a single timeline into meaningful segments of time, like a decade or a century.
Expressive Storytelling With Timeline Storyteller
Choice of representations and time scales
Incrementally reveal, hide, highlight, and annotate
Support for chronological or non-chronological narratives
Export, share, and present
So now that we have all of these design choices, how do we use these design choices to tell stories with timelines?
CLICK : In other words, how do combine different points in this design space?
This is important because despite the variety of ways that we visually represent and scale time, existing timeline presentation tools limit us linear representations and chronological time scales.
CLICK : Existing tools also tend towards a chronological narrative: either the whole timeline is shown up front, so readers are likely to begin at the start of the timeline, or events are revealed in chronological order.
For some stories, a chronological introduction of events makes sense, while for others it does not, like in my golf example, in which I revealed the careers of golf legends Ben Hogan and Jack Nicklaus later, adding context to the careers of current golfers.
To achieve this expressive narrative design, we can make use of animation, highlighting, and annotation to incrementally reveal parts of a narrative and make new comparisons.
Results
Power BI version : 14K+ downloads, 2K unique monthly users, 35K+ YouTube views, 30+ tech news / blog posts, several community-produced tutorials.
Web version : 223 cases where authors opted into sharing their unique exported content with us.
Storytelling contest : 7 entries, 1 winner, 1 honorable mention.
Reflection
Design Space Coverage : Datasets spanning topics, sizes, and time spans; while linear chronological timelines dominate, all other design choices were represented.
Privacy & Data Retention : Timelines often reveal personal biographical information; discontinued logging of content exported from web version in Feburary 2018.
Scalability : Limited to coarse metrics about usage of Power BI version; reliance on other channels of communication (e.g., email, community forum, Github issues).
Possible Next Steps
Reccomendations : Given a dataset, recommend points in the design space, recommend annotations.
Complete Storytelling Lifecycle : Do people want to use Timeline Storyteller for data analysis?
Studying Expressivity at Scale : How can we study expressive information design with deployed tools? How do we assess the quality of content that people produce?
Summary: Timeline Storyteller
Different combinations of timeline representation and scale communicate different aspects of the data.
Animated transitions, highlighting, and annotation incrementally reveal and connect narrative points.
I want to finish by reiterating that despite the apparent simplicity of the question of "what happened when?",
I've hopefully relayed the richness of the timeline design space in terms of different visual representations and time scales and their different communicative purposes,
20 purposeful , interpretable , & generalizable timeline designs at timelinesrevisited.github.io
And this process of categorization and implementation also led us to identify 20 viable points in the design space,
or combinations of representation, scale, and layout that are:
Purposeful in terms of their communicative intent, interpretable in terms of which perceptual task the viewer is expected to make, and generalizable across a range of timeline datasets.
ZOOM : This thumbnail gallery from our paper acts as a visual index for these 20 designs, and if you go to timelinesrevisited.github.io,
Our process: Phase 1
Collect and categorize 145 timelines and timeline tools.
Sources included Cartographies of Time (Rosenberg & Grafton), Visualization of Time-Oriented Data (Aigner et al. ), Making Timelines (Groeger), ...
So how did we come up with this design space? Well,
CLICK : First, we collected and categorized 145 timelines and timeline visualization tools from various sources, and out of that came the dimensions of the design space.
Our process: Phase 2
Validate with 118 additional timelines (263 total).
Sources included visual.ly , the Kantar IIB Showcase , massvis.mit.edu , ...
Implement points in the design space with 28 representative datasets.
Survey data and dataset index can be found at timelinesrevisited.github.io
CLICK : Next, we verified that the design space could be used to label 118 additional timelines that we collected from different sources.
CLICK : We also implemented points in the design space with 28 event datasets, which varied in a number of ways, such as the number of events, the temporal extent of the data, or the rate of event co-ocurrence.
Other Timeline Tools: Timeglider
© (2010) Mnemograph LLC: timeglider.com
At one end of the storytelling spectrum, there's presenting an interactive choose-your-own adventure timeline, and there are quite a few tools out there that present timelines in this way, like this one called Timeglider. But these open-ended exploratory tools don’t guarantee that your story was communicated to the viewer; they are fine for open-ended data analysis, and there are certainly quite a few data analysis tools that look like this, but these tools don't guide the attention of the viewer along a narrative.
© (2013) Northwestern University Knight Lab: Timeline.JS
At the other end of the storytelling spectrum, you can reveal a timeline as a slideshow in the linear, left-to-right chronological order in which the events occur, which is theapproach taken by timeline presentation tools like Timeline.js, a popular presentation tool from the Northwestern University Knight Lab.