Sharing your Storyboards

Quick Start Guide

Part Five of five - Sharing, embedding and exporting your Storyboards.

Jump back to Part Four - Introduction to Storyboard Filters.

When you have finished creating and customizing your Storyboards, then it’s time to share!

Remember, you can create as many Storyboards as you need, then decide how, where and with whom you share them (subject to your role and permissions). You can even make a few to keep to yourself in the unshared category of the Storyboard Library. But, for now, let's talk about all the ways you can share your Storyboards.

There are a few different ways to share your Storyboards;

Storyboards can be shared or unshared through the Settings tab at the top right of the Storyboard title navigation bar. You can also share and unshare through the Storyboard Library page.

1. Storyboard Name or Storyboard Library

2. Action button to open the Settings tab

Share with other One Model Admins and users

Step 1:

To share with another One Model user or Admin, open the Settings tab by clicking on the Action button in either the Storyboard or the Storyboards Library.

1. Settings tab

2. Sharing button

3. Share Storyboard options

Step 2:

Click the Sharing button then select the Category from the dropdown menu.

Step 3:

Next you will choose the roles you want to share with along with the applicable permissions.

You decide whether the people you're sharing with:

  • Can't View or Edit

  • Can View

  • Can View & Edit

  • CanChangeFilterSet

Step 4:

Click Share to save your selections.

Step 5:

To unshare a Storyboard or edit permissions, simply repeat these steps and undo your selections.

Embed a Storyboard

Subject to your Company or Organization permissions, Admins and users can use a URL link to share a Storyboard by embedding it into a third party application such as a portal, another website or as a live link in an MS Office 365 PowerPoint presentation.

1. Settings tab

2. Embed button

3. Copy Link

Step 1:

From the Settings tab, simply click Embed then Copy Link.

Step 2:

Go to your third party application, your website, portal or presentation and paste this link into the Embed or Add a hyperlink options.

Quick tip: This is a great way to share a live tile with updated metrics in a PowerPoint presentation. Please note that this option requires a current subscription to the online version of Office 365 and an internet connection.

Read How to Embed Storyboards for more information about embedding. 

Export a Storyboard to MS PowerPoint

You can also export an entire Storyboard or just a few specific tiles to MS PowerPoint.

1. Settings tab

2. Export button

3. Export

Step 1:

From the Settings tab, simply click Export then select;

  • Quality

  • Tiles per page

  • Export Header as Text, and

  • Exclude Headers in Export

Step 2:

Click Export

Step 3:

Your selections will be processed and downloaded to your local drive as a new MS PowerPoint presentation. Use MS PowerPoint to make further edits and customizations to your tiles/slides.

Export a Storyboard tile 

You can also export the contents of a tile in a Storyboard. Depending on the nature of the tile, i.e. whether it is a chart or a table, you will have the option to either Export Chart or Export CSV. Charts can be exported as a visual or with just the underlying the data that relates to the chart. Lists and tables will export the data to a CSV file. 

or 

Step 1:

Click on the three dots Action icon at the top right of the tile

Step 2:

Scroll down and select either Export Chart or Export CSV.

Step 3: 

A confirmation message will appear and your Export will begin downloading to your computer. 

Step 4:

You can check the status of your Export through the Exports tab in the main navigation bar. Clicking on the name of your Export will initiate another download of that specific file. 

** Note ** you can export the underlying data in a chart to a CSV file just like a table but it does not yet include forecasted data (where used) and if you drill down into a dimension, the Export will only include the top level data. 

Screenshots

Another quick and effective way to share your Storyboards is to take screenshots of your creations using your chosen software.

This is particularly useful if you are looking to share insights or data visualizations with groups or people who are not One Model users. Just be sure to check with your Company Administrators before taking your screenshots to ensure compliance with their terms and policies.

Now that you've gotten familiar with Storyboards, what's next?

Go to Introduction to Multi-Page Storyboards

 

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