How to Create a New Storyboard

Quick Start Guide 

Part three of five - Copying Storyboards and pinning tiles to create a new Storyboard.

Jump back to Part Two - Managing your Storyboards

For Admins and users with permission to create Storyboards

Users must have the permission CanCreateDashboards enabled to create or copy Storyboards.

See roles and permissions

There are two ways to create a new 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

Copying another Storyboard

The easiest way to create a new Storyboard is to find a Storyboard you like and copy it. 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.

Step 1:

Go into the Storyboards tab on the main navigation bar.

  1. Storyboards tab

  2. Action button

Step 2:

Find the Storyboard that you want to copy in the Storyboard Library.

Step 3:

Click on the Action button, the three dots at the end of the row.

Step 4:

Click Copy

then update the Name and the Description in the text boxes.

Step 5:

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.

Creating a Storyboard through Explore

So, what if you can't find exactly the right Storyboard to copy, and you need to create a new Storyboard from scratch? No problem!

You can easily create a completely new Storyboard by pinning charts and lists through the Explore tab.

Step 1:

Ensure that your organization’s data has been connected to One Model and that the connection is running.

Step 2:

Create a chart or list in 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.

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.

Step 3:

Click Run Query.

Your results will show below the Selection bar.

Step 4:

Hover over the pin icon in the visualization bar to show the menu.

Step 5:

Select Pin to a new Storyboard.

Step 6:

Enter a name for the new Storyboard, and enter a title for the tile.

Step 7:

Open your new Storyboard and check that your tile is showing. If not, go back to Explore and retry Pin to a new Storyboard.

Step 8:

Repeat the process to add more query tiles to your Storyboard. Add more tiles by pinning to an existing Storyboard.

Step 9:

Don’t forget to hit Save when you’re done.

Now that you know how to create a Storyboard, it's time to learn how to customize it!

Go to Part Four - Introduction to Storyboard Filters

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