Beta - Dynamic Text

Introduction 

Now in its first beta phase, introducing Dynamic Text. Imagine your Storyboards updating themselves—effortlessly reflecting the latest data, dimensions, and insights without manual edits. That’s the power of Dynamic Text.

With smart data and metadata referencing, Dynamic Text seamlessly integrates metrics, dimensions, and pivoted dimensions into headers, subtitles, and free text tiles. Once set up, it automatically pulls names and descriptions from the Define Panel, ensuring your Storyboards stay accurate and contextual—without extra effort.

Even better? You can combine Dynamic Text with regular words to craft meaningful, data-driven titles, making your visualizations clearer and more impactful. Whether in titles, subtitles, or free text tiles, your Storyboards will always speak the language of your data—loud and clear.

We invite you to use Dynamic Text, experiment and provide your feedback so that we can properly prioritize the enhancements that are most important to you. While the feature is in beta, dynamic text is only shown to other users who have the feature flag enabled. Users without the feature flag enabled will see the raw syntax in place of dynamic text.

Permissions

To get started using this feature you will need:
1. The feature flag enabled. Speak with your CS lead to activate this feature for your users. This step will no longer be required once the feature leaves Beta and moves into being Generally Available (GA). 

2. Ensure you have the permissions - Storyboard edit permission to make any modifications to a Storyboard.  This permission is accessed from Admin > Data Access Role > Storyboard > Edit or via Storyboard Settings >   Sharing > Can View & Edit. Dynamic Text adheres to your Role-Based Security settings. 

Please note that while this feature is in Beta that only users with the feature flag on will be able to view or use Dynamic Text. Those users without Dynamic Text enabled will only see the syntax for the Dynamic Text where it has been used. 

Dynamic Text Syntax

• [n] refers to the index variables which is the order that the chips (metric, dimension, pivoted dimension) appear in the Define Panel.

Dynamic Text is accessed in the Modify Mode of Storyboards where you can add the syntax to the titles and subtitles of your Basic Charts, Tables, Funnel Charts, GeoMaps, Pie Charts and Sankey Charts. Free text tiles will be added shortly. Please note that Dynamic Text does not yet work with Scatterplots or Org. Charts.  

You can also copy the Widget ID from tiles to add to your free text tiles as described here. 

Accessing Dynamic Text

Let’s use the following example to show how you can add Dynamic Text to the titles and subtitles in your Storyboard tiles.

In the Define Panel shown below there is only one [1] Metric, and there are two Dimension chips: The first [1] is Time_Periods and the second [2] is Reg Temp. In this example, the Dynamic Text feature recognizes the metric name and description, and the dimension name and description. There is no pivoted dimension for the Dynamic Text to connect to.

• To get to the Define Panel, open your Storyboard from either the Storyboard Library or Featured Storyboards then click on the pencil icon at the top right of your screen to enter Modify Mode. Go to the Storyboard tile that you wish to add Dynamic Text to and hover over the Title to reveal the menu bar. Click on the far left icon, ‘Settings’, which will bring you into the Define Panel. Make your changes and don’t forget to click Save before exiting Modify Mode.

To create the Dynamic Text in the Title and Subtitle:

1. Open your Storyboard then click on the Pencil Icon at the top right of your screen to enter Modify Mode.
   
   
2. Go to the tile that you wish to add Dynamic Text capability to and enter the syntax as follows:
   

• Note that the subtitle must not be hidden in order to enter the syntax into the subtitle input box. 
• The index order of the dimension - [1] and [2] reflect the order that the dimension chips appear in the Define Panel - time_periods appears first so you give it the index value [1] then as RegTemp appears second, you give it the index value of [2] and so on for as many Metrics, Dimensions or Pivoted Dimensions you wish to add. 

3. Click Save and Exit Modify Mode.
   
   
4. When you review your tile you should see the Metric name as the title and the Dimension names in the subtitle as shown below:
   
5. For Drill-through popups, the pop-up header will display the dynamic text in the titles as well. However, it will be shown in string mode, as there are no blue backgrounds around resolved dynamic texts in these areas.
   

Copy the Widget ID

To access the copy widget ID, click on the pencil icon at the top right of your Storyboard to enter Modify Mode. Hover above the tile with the widget ID you would like to copy to reveal the menu. 

At the end of the menu you will see the ID icon:

Click on this Icon and you should see a confirmation message that you have successfully copied the widget ID to your clipboard. Paste the widget ID in your free text tile and use the syntax {[widgetid:nnn]xxxxx} along with the syntax for the metric, dimension or pivoted dimension to add your dynamic text. More details under Free Text Tiles.  

Please note that while this feature is in beta, the copying of the widget ID is limited to a free text tile on the same page of a Storyboard. Pasting into different pages and different Storyboards has been noted for a future enhancement.

Free Text Tiles

You can use dynamic text in free text tiles either as a header or combined with natural language interspersed with the dynamic text syntax as shown below. 

Add a Free Text Tile in your Storyboard by clicking the Pencil icon at the top right of your screen to enter Modify Mode. 

Click the + icon and select Free Text Tile.

Write your message. Use a combination of natural language and input dynamic text to automatically update.

For example: if i wanted to create a syntax for a widget with an ID number of 87359 and I wanted to add the metric name, I would write the dynamic text syntax as follows:
{[widgetid:87359]metric[1]name} to show “EOP Headcount”. You can insert the syntax anywhere and in any order in the free text tile as shown below. 

Click Save and return to your Storyboard to see your dynamic text. Please note that the highlighting of the dynamic text on tiles is controlled by the brand settings in your One Model instance.  

Troubleshooting

While getting familiar with Dynamic Text you might encounter an error message with a warning icon as shown below:

• When you receive an error message like this, first check that the chart type is compatible with Dynamic Text. Remember that Scatterplots do not yet have the Dynamic Text option.

• If you’re using a compatible chart type, then go back into Modify Mode to check the syntax you entered. In this example below, we have not changed the [n] index to an index value [1] etc. 

Assign the number and make the change to your syntax,as shown below, click Save and review your tile.

• If you are still receiving an error message, go back into Modify Mode and open the Settings panel on your tile to check if you have a missing component. In this example below, this query does not have a Dimension so Dynamic Text cannot show a title or subtitle for a Dimension, but it can show a Metric or Pivoted Dimension name and description. 

• There is another error scenario where dynamic text placeholders contain placeholder values that cannot be fetched properly from the API. In this case, an error icon will be displayed, and when the user hovers over it, the actual error message will be shown. This error message will also be displayed in the widget area.

• Ensure that you have both open and closed brackets - { } [ ], and check for spaces in syntax.

Future Enhancements  

Planned future enhancements include the addition of the Scatterplot data visualization, the Metric Value, Calculation Input, Nodes, Pivoted Columns and Storyboard Filters, along with Export. We are also working on the ability to copy to tiles on different pages and to tiles on different Storyboards. 

We welcome your feedback about which of these enhancements matter most to you.

Feedback Form

We invite our beta-testers to complete this FEEDBACK FORM to share what they liked about this feature, any bugs they encountered, and suggestions for future development.