Viewing a Story in Present Mode

You can use present mode to view and interact with a story without the visual clutter of the Present canvas toolbar and authoring options.

If you share a workbook that contains a story with users who have read-only permissions, then those users access and interact with the workbook's story in present mode and not in the Visualize page. Go to the Present page and use the Full Interactivity field to show or hide present mode functionality otherwise available to users on the Visualize page.

If a workbook doesn't contain a story and the user has read-only permission, then the workbook's story is displayed in the Visualize page. The user can change filter values, add filters, and use the context menus to export, sort, and drill in the Visualize page.

If the story's Full Interactivity field is set to On, then while in present mode, you can access and use context menus to explore a visualization's data. For example, you can add new filters or adjust the existing filter values, export to common formats such as Powerpoint, PDF, PNG, or CSV, or use the right-click menu to sort a visualization or drill within a visualization. The type of visualization and its data determine the available context menu options.

  1. On the Home page, select a workbook, click the Actions menu, and then select Open.
  2. Click Present and in the story, click the page that you want to view.
  3. If the data is stale, click Refresh Data.
  4. To print, email, or export the page, click Export and choose an export option.
  5. To hide or show the page's notes, click Hide Notes.
  6. To adjust the page's filter values, go to the filters bar and click the filter that you want to adjust the values for.
  7. To add a filter to the page, go to the filter bar and click Add Filter, select the column that you want to filter, and specify the filter's values.
  8. Right-click a visualization to perform visualization or data-specific tasks, such as apply a sort order, zoom in, or drill.
  9. To return to the Present tab, go to the story's header and click Go back.

Related Topics

Building Stories

Capturing Insights

Creating Stories



Last Published Friday, December 8, 2023