Create and Build a New Storyboard
Follow these steps to start with a completely blank canvas and create a Storyboard entirely anew. FIrst you will need to create a new Storyboard and then you will build it by adding your content such as data visualizations, Org. Charts, Single Value tiles, Free Text tiles and so on.
Permissions
You must have the permission CanCreateDashboards enabled to create or copy Storyboards.
Learn more about roles and permissions.
How to Create a New Storyboard
There are a few ways to create a new Storyboard;
- Clicking the + button in the Storyboard Library
- By pinning through the One AI Assistant (if you have this feature enabled)
- By pinning to a Storyboard through Explore, or
- By copying a Storyboard
Every organization begins with preconfigured metrics and custom Storyboards, but you will quickly want to experiment with the different data visualizations and create your own Storyboards to suit your needs.
Watch the video - How to Create a New Storyboard
To create a new Storyboard:
- Open the Storyboard Library and click the + button at the top right of the screen.
- From here, a pop up screen appears where you will add 1) Storyboard Name, and 2) Storyboard Description. Click Create.
- Your Storyboard has been created and now you can build it by adding content.
- You can also create new Storyboards when pinning queries through Explore or the One AI Assistant as described further below.
Build your Storyboard
There are a few different ways to build your Storyboard including;
-
- Building a Storyboard with the Visualization Settings panel.
- Pinning results from the One AI Assistant (if you have this feature enabled)
- Pinning results from Explore
1. Building a Storyboard through the Visualization Settings panel
- Click on the pencil icon at the top right to enter Storyboard Modify Mode.
- Click on the + button at the top right of your Storyboard to reveal the Build Storyboard menu panel.
- Make your selections from:
-
Create New:
- Basic Chart
- Funnel Chart
- Pie Chart
- List Table
- GeoMap
- Sankey Chart
- Key Value
- Free Text Tile
- Scatterplot Chart
-
Insert Contents from:
- Insight LIbrary
-
Go to:
- Explore
- Org. Chart
-
Create New:
- If you select anything from the Create New menu, you will be taken to the Visualization Settings Panel where you can build your query in the Define panel. The Define tab enables you to build and edit queries in Storyboards. Select your data visualization type then add your metrics, dimensions, pivoted dimensions and pivoted columns.
- When you have finished assembling your query, you should click Run &Preview Query to ensure that the result is what you are looking for, and then click Insert to Storyboard.
- While you’re here, you can also add Design elements, generate One AI Embedded Insights in Discover (where applicable), and add annotations in Describe.
Learn more about the Visualization Settings panel. - You can Insert Contents from the Insight Library by clicking Insight Library then making your selection then clicking Open / Insert to add to your new Storyboard.
- You add pages by clicking on the + icon at the bottom left of the Storyboard and edit the page names and positions by clicking on the three dots at the end of each page tab.
- Make sure to save your changes.
2. Building a Storyboard through the One AI Assistant
Users with the One AI Assistant enabled can easily build a Storyboard by pinning results generated by the One AI Assistant.
- You can use the suggested prompts to begin or input your own questions to start building your query.
- Add your results to your Storyboard by scrolling down the page and clicking on Pin to…
- and either Creating a New Storyboard or by selecting the Storyboard you want to add it to.
- Repeat this process to add more.
Learn more about the One AI Assistant.
3. Building a Storyboard through Explore
You can easily create a completely new Storyboard by pinning charts and lists through the Explore tab. Admins have access to the broadest choice of metrics, dimensions, columns, and options of the source data. Users will be restricted to the options allocated to their roles.
- Ensure that your organization’s data has been connected to One Model and that the connection is running.
- Create a chart or list in the Explore tab by completing the form.
- Make your Selections;
- Visualization Type:
- Basic Chart
- Pie Chart
- List
- Value
- Scatterplot
- List
Quick Tip: Basic Charts have lots of design options. Pie Charts are a percentage representation, and Value can show only one metric at a time.
- From the lists in the left menu, select:
- Metrics
- Dimensions
- Pivoted Dimensions
There are options to add Pivoted Columns and Filters, but you won’t need these just yet.
Quick tip: Metric = Headcount (EOP), Dimension = Age (or something similar), Default time period.
- Click Run Query. Your results will show below the Selection bar.
- Hover over the pin icon in the visualization bar to show the menu.
- Select Pin to a new Storyboard.
- Enter a name for the new Storyboard, and enter a title for the tile.
- Open your new Storyboard and check that your tile is showing. If not, go back to Explore and retry Pin to a new Storyboard.
- Repeat the process to add more query tiles to your Storyboard. Add more tiles by pinning to an existing Storyboard.
- Don’t forget to hit Save when you’re done.
Learn more about building a query, visualization types and editing options.
Copying another Storyboard
If you already have a Storyboard that you love and use, you can copy it and repurpose it for another topic or purpose. Copying a Storyboard will copy everything in it, including the metrics and dimensions of the tiles. Once you have your copy, you can customize the name, description and tiles to suit.
- Go into the Storyboards tab on the main navigation bar.
- Find the Storyboard that you want to copy in the Storyboard Library.
- Click on the Action button, the three dots at the end of the row.
- Click Copy
- then update the Name and the Description in the text boxes
- Click Copy to Save.
You will be redirected to your copied Storyboard where you can easily customize your tiles by changing queries, metrics, dimensions, tile size, layout and even apply your custom color palette.
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