Tableau Set Actions – creating an interactive March Madness bracket

topphoto

The following blog post takes the reader through the process of building my March Madness Bracket of Champions viz, in Tableau. However, this project involved quite a bit of pre-Tableau work, which I would also like to share, so if you came strictly for the Tableau part, please scroll down to the ‘Building the Viz in Tableau’ section.

Prepping the Viz for Tableau

The Inspiration

I first saw data portraits being used in Tableau by Zen Master, Neil Richards, in November of 2018, with his TUG data portraits viz. At the time, I was unaware of their origination, but on Neil’s viz he included that the idea was inspired by Giorgia Lupi, so I did a little research to become more familiar with the concept. It appears Giorgia introduced the idea at TED 2017 in Vancouver, through the creation of buttons for conference attendees, as a way to create connections with other conference goers. Prior to the conference, attendees filled out a series of non-invasive questions that revealed fun facts about them. A design system then turned the answer to each question into a unique set of shapes, colors and symbols. About a month after Neil’s viz, I saw Josh Tapley create a viz of badges as well, his for the Philadelphia Tableau User Group. I loved how creative and beautiful they were, so knew I wanted to try it out, the only question was what to do?

The Idea

I didn’t want to copy Neil and Josh…although it does seem like a really cool thing for the Twin Cities Tableau User Group to try one of these months!! Instead I wanted to try something a little different. Being the sports fan I am, it was only natural that my version of data portraits would somehow tie in sports. My initial thought was to make a data portrait for each of the top players in the upcoming NBA Draft. I thought the data from each player’s scouting report could work perfectly for a data portrait, as you would essentially be answering questions, just like on Giorgia’s buttons. What is the player’s position? How tall is the player? What is their biggest strength, etc? However, it was still only December and with the draft still six months away, I simply could not wait that long! So, sticking with the basketball theme, my next thought was to create a bracket, where each team is represented by a data portrait. So, I filed away the idea and a few months later, with NCAA March Madness looming, tried creating my first badge. The North Carolina Tar Heels are my favorite college basketball team, so I created the below (left), badge, which displayed the following information; the team (logo), the year they won the national championship (1993), their tournament seed that year (#1 seed), the conference they played in (bottom coloring), their win/loss record (34-4), win/loss margin by game (step line chart), and the number of players who would go on to reach the NBA (one star per player). I chose to create a bracket of past champions, as I felt it could be a fun lead up to the actual tournament and because fans are always debating which past teams were better, etc. Why not create an interactive bracket, where people could fill out their bracket of past March Madness champions and share it with others?!

Screen Shot 2019-04-16 at 2.13.20 PM

The Data

I had an idea, but what did the data look like, that would support the idea? To be honest, I didn’t need much to get started. My initial data set included only the Year, the Champion, their Seed, their win/loss record and their conference. I grabbed it from sports-reference.com/cbb and dumped it into Google sheets. It looked like this.

Screen Shot 2019-04-16 at 2.34.29 PM

From here, I could start building out the team data portraits. Where else would I turn for this step, other than PowerPoint?! For more on combining the powers of Tableau and PowerPoint, be sure to check out this great post from Kevin Flerlage. In his post, Kevin recommends blog posts by Josh Tapley and one by Kevin’s brother and Tableau Zen Master, Ken Flerlage, that introduced him to the concept of mixing Tableau with PowerPoint. The only other data I would end up including was game by game margins of victory/defeat for each team (for the step line chart), as well as statistical leaders for each team, which was a late addition to the tooltips.

The Data Portraits

With the initial data in hand, it was off to PowerPoint to create 32 more data portraits, one for each NCAA Men’s Basketball champion, from 1985 through 2018. Basically, all I did here was make copies of the original North Carolina data portrait and then swap out the elements for each of the other teams. For example, to create this Michigan data portrait, I copied the North Carolina one, switched the year, added/removed the appropriate number of stars, changed the seed number and conference color accordingly and finally swapped the logo and line graph and adjusted the win/loss record. The line graphs were made in Tableau, saved as images and brought into PowerPoint. The logos were saved as images from ESPN.com and brought into PowerPoint and then I added an artistic effect under the formatting tab, to give them a little colored pencil look.

It took some patience, but after several hours, over the course of a few late nights, I had finally completed all 33 of the data portraits and was ready to start building the bracket! One quick note; the 2013 championship won by the Louisville Cardinals was vacated due to team violations, so I omitted them from the viz.

The Rankings

After taking a stab at ranking the teams myself, it dawned on me that maybe someone else, much more qualified, had already done this work. A quick google search and I was delighted to see that, indeed, this had been done and fairly recently. In April 2018, ESPN Insider, John Gasaway had ranked all champions from 1939 to 2018. I compared my rankings against his and although many of mine were within one or two spots of his, a few, most notably 1995 UCLA, were way off. I had that Bruins squad much higher than Gasaway’s ranking of sixteenth. So, to ensure the seedings in the bracket were legitimate, I decided to follow Gasaway’s rankings, with a few very small tweaks, in order to balance out the bracket and avoid having the same school play another version of itself, early on.

image1.jpeg
The original sketch

Of the 33 teams, there were five instances of Duke, four North Carolina’s, four Connecticut’s, three Kentucky’s and three Villanova’s. So, those five schools accounted for 19 of the 33 teams. With far too much time spent jockeying the teams around, I was finally able to produce a bracket in which none of the above schools would meet until at least the third round. So, with the rankings set, it was time to build the viz.  

Building the Viz in Tableau

The Set Up

I wanted the viz to have the look of an actual bracket that you might fill out by hand or online, in your local bracket challenge pool. So, in Tableau, once I had the team data portraits placed on the dashboard, I would leverage ninety-two text boxes to draw out the bracket. Each text box was filled with navy blue and set to be 3 pixels tall or wide, depending on its position. Looking back, this part was pretty tedious, but it allowed me to design the bracket exactly the way I wanted it to look, which was nice. Ok, back to the data portraits.

My goal in building this viz was to create a fun March Madness bracket, that would become interactive through the use of Tableau Set Actions. If you remember from above, the placement of the teams into the bracket had been determined, so Step 1 was to essentially create a bracket that had not yet been filled out. To place each team into their respective position in the bracket, I created a worksheet, that looked like the one below, for each of the sixteen first round match-ups and then floated (don’t hate me Team Tiled!!) each worksheet on the dashboard. Side note: this dashboard is literally a Team Tiled member’s worst nightmare, as there are somewhere in the neighborhood of 150 floating objects on the dashboard.

I used the ‘Bracket’ field to filter each worksheet to its appropriate bracket and then the ‘Seed 1’ field to filter to the correct match-up. To account for schools with multiple championships, I then created a calculated field called ‘Year+Team’ which combined the ‘Year’ and ‘Champion’ fields. Pulled onto the shapes card, this would allow me to assign one data portrait per champion. Once this part was complete, I was left with eighteen sheets (originally seventeen) to float onto the dashboard. Why eighteen and originally eighteen? The original viz was built prior to the 2019 tournament and featured one “play-in” game. The play-in game was built using two sheets instead of one, so that’s how we get to seventeen sheets. Also, I updated the viz after the 2019 tournament, to include the 2019 champion Virginia Cavaliers, after their miracle run to the title; the last two games of which I was fortunate enough to have seen in person, at the Final Four in Minneapolis. What an amazing sports experience!! Anyway, adding Virginia led to the need for another play-in game, thus adding another sheet and getting us to eighteen. Alright, the bracket was set up, next up was to add the interactivity.

The Interactivity

The interactivity was set up with a few simple steps, which were repeated for each game throughout the tournament.

  1. Create a Set for each game in the bracket. Each Set looked identical to the one pictured below. The set was created using the Year+Team field and I left all boxes unchecked to ensure the worksheets that would later be dropped onto the dashboard were blank until the addition of the Set Actions.
sets
31 Sets, one for each game

2. I then created a Boolean (T/F) calculation for each game like the one shown below, created a sheet for each game in the tournament and dragged the Boolean calculations for each game onto the Filters shelf of their respective sheets, setting them all to True. This would ensure that once the Set Actions were in place, the blank sheets would populate with the expected data portrait.

tf

3. Next, the sheets needed to be placed (floated) onto the dashboard, into their positions within the bracket. I floated them on the bracket as shown in the picture below.

floatingsheets
Floating more objects onto the dashboard!

4. Lastly, we needed to add in the Set Actions. Once again, there are 31 game so we need 31 Set Actions. In the example below, we’re using the Source Sheet 2.1, which contains the 1995 UCLA Bruins and the 2016 Villanova Wildcats. We tell the Set Action to target the Game 2 Set, which was set to True on the blank sheet named 2.2. And then we click ok and back on the dashboard, if we click the UCLA data portrait on Sheet 2.1, we see them advance into the second round of the tournament, onto Sheet 2.2. Every other Set Action is set up just like this and together, they provide the dashboard interactivity.

The Viz in Tooltips

Lastly, while I felt the data portraits provided great high level information about each champion, what they lacked was any type of information regarding the players. So, I pulled some more data from sports-reference.com/cbb and added a tooltip that, on the left-hand side, provided a zoomed in view of the data portrait and on the right-hand side, provided the user with each team’s statistical leaders in three main categories; points, rebounds and assists. The ’94 Arkansas Razorbacks were one of my all-time favorite college teams…and it didn’t hurt that they also beat Duke in the title game!!

ark

The Feedback

Before wrapping up, I want to give a shout out to Kevin Flerlage for some fantastic feedback throughout the whole process of building this viz. Kevin helped me with some decisions regarding the tooltips and a nice clean way of executing a “clear bracket” option, among other great input. Also, when I was in the early stages of building out the viz, I thought it was a pretty cool idea. But after getting it to a point where it could be shared with others, for feedback, Kevin’s reaction and genuine excitement for the viz made me that much more motivated to get this thing across the finish line. Also, a big thanks to my co-workers Jim Van Sistine and Tom Coyer for providing their feedback as well and last, but not least, my friend Jason Underdahl, who said of the initial data portrait “why do you have the logo grayed out? You can barely even see it!” That’s tough love, but he had a good point! Adding the color back to the logos really made them pop!!

Thanks for reading, I hope you enjoyed this post and found it useful.

The Final Product

Interactive Version here

Bracket of Champions (4)

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s