Creating Stories

A workbook can have one story that includes one or more pages. Each page contains a canvas. You can cultivate the look and feel of the story to meet your presentation needs. For example, you can rearrange pages, include another page, or hide a page's title.

  1. On the Home page, select a workbook, click the Actions menu, and then select Open.
  2. Click Present.
  3. In the Present panel, drag and drop one or more canvases to the story.
  4. Use the following options to build your story:
    • Add one or more canvases to the story. After you add a canvas to the story, go to the bottom of the Present page, click the page, and use the Properties panel to specify how you want the page to display in the story.
    • To include or exclude a canvas' notes, select the canvas and go to the canvas' Properties panel. Click Notes and specify which notes to display or hide. To add notes, go to the Visualize page and click Add Note.
    • To delete a page from the story, right-click the page at the bottom of the Present page and click Delete.
    • To show or hide a page's titles or descriptions, go to the Properties panel, click General, and use the Hide Page, Page Title, and Description options.
    • To rearrange pages, drag and drop them in the pages area at the bottom of the Present page.
    • To limit the data displayed in a page, go to the Properties panel and click Filters. If no filters are displayed, then go to the Visualize page and use the Filters bar to add filters.
    • To include or exclude a canvas' filters, select a canvas and go to the canvas' Properties panel. Click Filters, and specify which filters to apply to the canvas.
    • To rename a page, click the page's title and update it.
    • To add the same page multiple times to a story, right-click the page at the bottom of the Present canvas and click Duplicate.
    • To provide present mode functionality such as adding new filters or adjusting the existing filter values, or providing the context menu to export a visualization, sort a visualization, or drill within a visualization, go to the Properties panel, click the Presentation tab, and set the Full Interactivity field to On. The interactivity mode that you specify is applied to all pages in the story.
    • To use the Narrate canvas bottom tabs in Present, go to the Properties panel, click the Presentation tab, and set the Style field to Bottom Tabs.
  5. To display the story and check your work, click Present. Then click Go back to return to the Present panel.
  6. Click Save to save the story as part of the workbook.

Related Topics

Building Stories

Capturing Insights

Viewing a Story in Present Mode



Last Published Friday, December 8, 2023