Building Stories

You can capture insights, group them into stories, and share them with others.

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Topics:

Capturing Insights

As you explore data in visualizations, you can capture memorable information in one or more insights, which build your story. For example, you might notice before and after trends in your data that you’d like to add to a story to present to colleagues.

Using insights, you can take a snapshot of any information that you see in a visualization and keep track of any moments of sudden realization while you work with the data. You can share insights in the form of a story, but you don't have to. Your insights can remain a list of personal moments of realization that you can go back to, and perhaps explore more. You can combine multiple insights in a story. You can also link insights to visualizations using the Interaction property. See Adjusting Visualization Properties.

Note:

Insights don't take a snapshot of data. They take a snapshot of the project definition at a certain point in time. If someone else views the same insight, but that person has different permissions to the data, they might see different results than you do.
  1. On the project toolbar, click Add Insight.

    Note:

    You can also press Ctrl-I to quickly create an insight.
  2. Select the Narrate canvas.
  3. To change the name of the insight, right-click the insight’s tab label, select Rename, and specify a new name.
  4. To include or exclude the insight from the story, right-click the insight’s tab label and select Include in Story. Names of excluded tabs display in italics.
  5. To enter a description of the insight, select Story Navigator. A field displays where you can type a description of the insight.
  6. Continue adding insights to build a story about your data exploration.
    The story builds in the Narrate canvas. Each insight has a tab.

    Update stories whenever you want and share them with others. See Shaping Stories and Sharing Stories.

Shaping Stories

After you begin creating insights within a story, you can cultivate the look and feel of that story. For example, you can rearrange insights, include another insight, or hide an insight title. Each project can have one story.

  1. To add an insight, on the project toolbar, click Add Insight.

    Note:

    You can also press Ctrl-I to quickly create an insight.
  2. To change the name of an insight, right-click its tab name and select Rename, and specify a new name.
  3. To include an insight in the story, right-click its tab name and select Include in Story. Names of excluded tabs are displayed in italic text.
  4. Rearrange an insight within a story by dragging and dropping the insight’s tab to the desired position. A dark blue line tells you where the insight will be positioned.
    Remember to save your changes by clicking the Auto Apply Data option on the canvas toolbar.

Sharing Stories

After you save a story, you can share it with others using the project URL.

The best way for users to see a story is in presentation mode. You can set a project to be view-only for all users by adding the parameter reportMode = presentation to the project URL, and then sharing that URL directly with others, for example, by e-mail or instant message. See Viewing Streamlined Content.

Note:

Project authors see the Story Navigator if they launched it before they shifted into presentation mode.