Introduction to Multi-Page Storyboards

Multi-Page Storyboards are the next step in the evolution of Storyboards in your One Model instance intended to help you design and share insights with your users and teams.  

Multi-Page Storyboards add pages with a page bar at the bottom of each Storyboard. Use the page bar to rename each page, add pages, copy entire pages, move them forward or back, or delete what you no longer need. 

Each page is essentially another Storyboard, except in this case the filter bar at the top of the page applies across all pages, so you don’t need to reapply filters as you jump between pages. 

Break up large Storyboards into smaller, more digestible pieces, and use pages to create narratives with your data tailored to specific audiences. This may have the added benefit of helping improve the overall loading speed and performance of your Storyboards.

Watch the video -Editing Storyboards

Let’s get started with how to access and use Multi-Page Storyboards!

Create a new Multi-Page Storyboard 

There are two ways to create a new multi-page Storyboard 

1. By copying an existing Storyboard, and 

2. By pinning queries from Explore. 

1. Creating a Multi-Page Storyboard by copying a Storyboard

The fastest and easiest way to create a new Multi-Page Storyboard is to copy a Storyboard.

If a user has Application Access Permission ‘CanCreateDashboard’ enabled, then the user can copy an existing Storyboard.

To copy a Storyboard;

  1. Open either the Storyboard Library settings or the Storyboard Settings tab.

  2. Click Copy

  3. Update the Name and Description of your Storyboard.

  4. Click Copy.

 

View from the Storyboard Library settings tab

 

View from the Storyboard Settings tab

       5. Users will be taken to the copied Storyboard.

       6. Now you can rename your copied Storyboard and make further changes such as adding tiles, pinning insights or queries.

Note the pages at the bottom of the Storyboard as shown in the image below. Read more about pages below.

 

 

2. Creating a Multi-Page Storyboard by pinning from Explore or the Insight Library

You can also create a new Multi-Page Storyboard by pinning queries from Explore by selecting the option to ‘Pin to a New Storyboard’. 

  • To pin a query from Explore;

  1. Open Explore.

  2. Select your metrics, dimensions, and pivoted dimensions etc.

  3. Click Run Query.

  4. Click on the pin icon.

  5. Select where to pin the query to;

    1. Pin to New Storyboard

    2. Pin to Existing Storyboard

    3. Save to Insight Library (save to insight library and then insert into another page or a different Multi-Page Storyboard).

  • To pin a query from the Insights Library;

  1. Go to the Storyboard page where you want to insert your insight.

  2. Click on the pencil icon to enter Modify mode.

3. Click the plus + icon.

4. Then click Open Insight Library.

 

5. Select the category and insight.

 

6. Click Open / Insert.

7. The insight is added to the bottom of the page.

Follow these same steps to pin to an existing Multi-Page Storyboard such as the Storyboard you may have copied earlier.

Using Multi-Page Storyboards

  • Storyboard Tabs

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

  • Storyboard Filters

The Storyboard Filter bar is visible at the top of every page. It has been purposefully designed to apply the same filters across all pages. At this time, there are no options to apply different filter sets to different pages, however, you can create separate Storyboards with different filter sets. Read more about Storyboard filters here. 

  • Copying

If the user has Application Access Permission ‘CanCreateDashboard’ enabled, then the user can copy a Storyboard.  

To copy;

  1. Click Copy from the Storyboard Library settings or from the Storyboard Settings.
  2. Make changes to the Name and Description of the Storyboard, if desired.
  3. Click Copy. 

  • Duplicating and moving tiles

To duplicate a tile on the same page;

  1. Click on the pencil icon to enter Modify mode.

  2. Click the Duplicate icon on the Tile Settings hover panel.

  3. The tile is duplicated at the bottom on the page.

To duplicate the tile to another page or a different Storyboard, you first need to save the Tile to your Insight Library.

  • To save the insight;

  1. Click on the Tile action dots.

  2. Save to Insight Library.

  3. Select a Category.

  4. Insight Name.

  5. Click Save.

The insight is saved to your Insight Library.

  • To pin a saved query or insert the saved insight

To insert the saved insight into a Storyboard or a specific page of a Multi-Page Storyboard;

  1. Go to the Storyboard page where you want to insert your insight.

  2. Click on the pencil icon to enter Modify mode.

  3. Click the plus [ + ] icon.

  4. Click Open Insight Library.

  5. Select category and insight

  6. Click Open / Insert.

The tile is duplicated at the bottom of the page.

  • Link Tile to a Storyboard

To link a tile on a Storyboard will always open the first page of the linked Storyboard.

To do this;

  1. Click on the pencil icon to enter Modify mode.

  2. Click the Link icon on the Tile Settings hover panel.

  3. Select the Storyboard to link to.

  4. Click Apply.

  5. The tile links to the specified Storyboard.

  • Modify Mode 

Only one page of a Storyboard can be modified at a time.This is so any modifications to the page can be saved before navigating to other pages.

  1. Go to the Storyboard page you want to edit or modify.

  2. Click on the pencil icon to enter Modify mode.

  3. Make changes to the current page.

  4. Click Save, or

  5. Exit Modify Mode then click Save and Continue to view your changes and interact with tabs again.

  • Replace Storyboard Contents

This new versioning feature for Storyboards was released 2023.02.08. It allows Admins or Storyboard designers to make content changes seamlessly without disruption to end users who have linked or bookmarked Storyboard URLs.

The new method for replacing storyboard content supports both the standard Storyboards and Multipage Storyboards. If the user has ‘StoryboardAdministrator’ permission then a tab labelled Replace will appear under the Storyboard Settings panel. The behavior will be the same as the existing Storyboard content replacement except the user will not get a preview of the newly imported content. A confirmation dialog will appear to confirm changes.

  • Site Validation

    We have introduced Site Validation for Storyboards. This can be found under the Admin tab by Admins and users with the permission ‘CanViewSiteValidation’.  Examples of some of the messages Admins and users with permission might see include: 

    • The [x] Tile on page [x] of the [x] Storyboard is invalid: dimension [x] does not exist
    • The [x] Tile on page [x] of the [x] Storyboard is invalid: refers node(s) from dimension [x] that do not exist
    • The [x] Tile on page [x] of the [x] Storyboard is invalid: dimension [x] does not exist. You don’t have access to this storyboard, but can proxy as [xxx@xxx.co] to see it

  • Usage Statistics

Admins can create reporting for usage statistics across each Storyboard, page and tiles. Please speak with your Customer Success Lead about whether this feature is suitable for your company instance. 

Watch the video 

Introduction to editing Multi-Page Storyboards for Admins

 

 

 

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