How to customize your Storyboards

Using Storyboards Modify Mode.

The ability to create, design, and customize your Storyboards to suit your needs is central to the One Model experience. Admins and users with the appropriate permissions can utilize the One Model tools in Explore and Data to then create attractive, easy-to-read data visualizations in one or many Storyboards.

Customize your Storyboards by using the functions in Modify Mode to change and alter the appearance of your tiles and visualizations, add brand colors or special color palettes and more. Follow these steps to learn how.

Quick tip: You can save time by creating a custom set of Storyboards that can be used as templates simply by copying them again and again.

Using Modify Mode:

From your Storyboard screen, click the pencil button to enter Modify Mode.

 

There are two key actions you should use while in Modify Mode;

  1. Drag and drop, and

  2. Hover.

Reposition and resize tiles

Using the drag and drop action, click and hold on a tile to move it around your screen. Release the button to drop the tile in its new position.

Resize tiles by holding the small arrow on the corner and dragging inwards to make the tile smaller or outwards to make the tile larger.

Watch this short video to see how it is done.

 

 

Edit tiles

Hover over the tile header to reveal the options menu;

 

Delete

 

Permanently deletes a tile.

Duplicate

 

Copies a tile.

Edit

 

Make changes to the tile.

Explore

 

Link to the Explore tab to edit metrics.

Link Tile

 

Connects a specific tile to a Storyboard. The link icon will show in the header to indicate that a tile is linked to another Storyboard.

Show Header

 

Show or hide tile headers.

Storyboard Filters

 

Enable or disable filters. This setting controls whether additional filters can be applied in a tile. 

Tile Settings

 

Make changes to the tile design and functionality.

 

*See more below

 

Quick Tip: There are different options menus depending on the type of tile - basic chart, pie chart, value tile or text tile.

 

Tile Settings

The options menu under Tile Settings will vary according to the type of tile, e.g. whether it is a;

  1. Basic chart

  2. Table

  3. Value tile

  4. Pie chart

  5. Text tile, and /or

  6. Org Chart tile

 

1. Basic Charts:

Basic Charts have the most formatting options that enables you to fully customize these types of tiles. The options for this tile include:

Design Data Visualization:

General

Data Label - Size

Data Label - Colour

Data Label - Bold

Data Label - Shadow

Show X Axis Line

Show X Axis Labels

X Axis Rotation

Stagger Lines

 

Stacked Totals

Show Totals

Show Y Axis Line

Show Y Labels

Show Grid Lines

Show Major Ticks

Show Minor Ticks

Align Ticks

 

Legend Horizontal

Legend Vertical

Legend Max Height

Reverse Legend

Sorting

Numerical Axis

Soft Min/Max

Min Value

Max Value

Tick Interval

Minor TIck Interval

Percent Axis

Soft Min/Max

Min Value

Max Value

Tick Interval

Minor Tick Interval

Currency Axis

Soft Min/Max

Min Value

Max Value

Tick Interval

Minor Tick Interval

Metric Style

Metric

Series Type

Show Line

Stacking

Horizontal Bars

Show Data Labels

Use Separate Y Axis

Filtering

Count

Series

Padding around bars

Padding around groups

Discover

 

Forecast

Turn On / Off

 

2. Table Style where the options for this tile include:

Change Indicator

Turn On / Off.

Difference - Number

Difference - %

Increase Indicator Colour

Decrease Indicator Colour

Column Header

Conditional Formatting

Options to highlight specific values and add rules for further analysis.

Pagination

Turn On / Off Specify the number of initial items per page.

Rename Header

Options to rename the columns in the table.

Show/Hide Columns

Select to show or hide the columns in the table.

Sparkline

Turn On / Off.

Type

Position

Size Column Header

3. Value tiles will display a singular number representative of a specific metric value. No tile settings or design options in Storyboard.

 

4. Pie Charts will display one metric as a representation of a percentage. Pie charts have limited tile setting options.

 

Text tiles

Text tiles are often used to explain what is happening with the metrics on a Storyboard. It can also be used to separate charts and graphs. Add a new text tile to your Storyboard by clicking on the Plus icon at the top right of the Modify Mode navigation bar.

 

 

A new text tile will be added to the bottom of your Storyboard. From the bottom of the screen, you can use the drag and drop action to reposition this tile on your Storyboard.

 

Use the hover action to access the options menu;

Delete

 

Permanently deletes a tile.

Duplicate

Copies a tile.

Edit

 

Select bold, italics, underlining, font size and color, alignment, ordered and unordered points, indent, outdent, add links.

Link Tile to Storyboard

Connects the tile to a Storyboard listed in the dropdown menu.

Show Header

 

Show or hide tile headers. Hiding a header will remove it from the Storyboard display.

 

Quick tip: Text tiles can be used in many different ways such as leaving detailed notes for your team, as a placeholder or void to separate different charts and tables on a single Storyboard.

Org Chart tile

Use the hover action to access the options menu;

 

Delete

Permanently deletes a tile.

Duplicate

Copies a tile.

Explore

Explore the Org Chart.

Link Tile to Storyboard

Connects the tile to a Storyboard listed in the dropdown menu.

 

Save or discard modifications

Don’t forget to click Save to keep your changes!

But, if you do forget, a prompt will appear after you click Exit Modify Mode to ask if you would like to Save your Changes.

You can discard your changes by clicking Exit Modify Mode then Leave without Saving.

Multi-Page Storyboards

In addition to the customization options available in Modify Mode, you have the option of customising the multi-page Storyboard pages. The multi-page Storyboard includes links to pages at the bottom of the Storyboard with the following options;

 

  • Add Page icon. Click to add an additional page.

 

  • Multi-Page Menu icon. Click to list all pages and navigate directly to the selected page.

  • Page 1.  Storyboard page for a new Multi-Page Storyboard. This is followed by more pages as you add them.

  • Page Menu action dots has specific page options to manage your pages. 

 

The page has options to manage pages including;

  • Rename
  • Copy
    • Copy Page
    • Copy to Another Storyboard
  • Move Page
    • Move to the beginning
    • Move to the end
    • Move right 
    • Move left
  • Delete

 

 

Learn more about using Multi-Page Storyboards.

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