Storyboard Customization

Customizing a storyboard allows you to tailor the presentation of your data to better suit your needs. By rearranging insights, changing chart types and applying filters, you can create a more organized and relevant view that highlights key information and improves decision-making. This flexibility ensures that your storyboards are not only visually appealing but also aligned with your specific analytical goals and business context.

Arrange Insights

To organize the insights within the storyboard, Click and Drag each insight to your desired position. This allows you to customize the layout to better suit your needs.

Arranging Insights

You can also resize the insights by using the Resize icon, making them larger or smaller as required.

Resizing Insights

Change Chart Types

To change the type of chart used for any insight, click on the Expand icon. This action will display all available chart types, allowing you to choose and apply the one that best suits your needs.

Expand

Browse through the options, select the chart type that best represents your data and click the Save icon to apply your changes.

Save Changes

Storyboard to Explorer

Storyboard to Explorer allows users to edit a specific component within a storyboard by opening it in Explorer. This provides direct access to the columns and settings of the component, making it easy to modify, update, and save changes without recreating the component.

The following are the steps:

Step 1: In Storyboard, select the component you want to edit and click the Edit icon. The component will then open in Explorer for editing.

Edit a Storyboard Component

Explorer View

Step 2: Modify or Add columns as needed, then click Run to apply changes.

Run Button

NOTE
Any filters applied in the storyboard will not be retained or shown while editing the component in Explorer.

For components with Smart Columns, click the Edit icon to view the columns in the smart columns and edit the columns, as needed.

Smart Column

Smart Column

Step 3: Once all changes are done, click Save Changes to update the storyboard component.

Save Changes

Refreshing Insights

Clicking the Refresh icon on any insight to regenerate it with the latest available data, ensuring real-time accuracy.

Refreshing Insights

By clicking on , on an insight provides access to multiple actions, including:

• Explanation

• Set As Filter

• Delete

• Color Format

• Add Help

• Copy

• Edit Title

Explanation

The Explanation option displays detailed information such as the Semantics, SQL Query, and SQL Form associated with the insight.

Explanation

Set As Filter

The Set As Filter option allows users to apply a column-specific filter across all insights within a storyboard. This feature is available only for insights in table format.

Set As Filter

If an insight is not currently in table format, selecting “Set As Filter” from the dropdown menu will trigger a popup, prompting the user to convert the insight into a table before the filter can be applied.

Click on the “Yes” button to convert the selected insight into table format.

Set As Filter

When you click “Yes”, the insight is automatically converted into table format. A new popup will then appear, prompting you to select the Dimension or Component to apply as the filter.

Selecting Dimensions

To use a dimension column as a filter, select the desired column from the “Available Dimensions” section.

Available Dimensions

Users can select components from the Available Components section in the storyboard. Choosing the All option will apply the filter to every component, but you also have the flexibility to apply it to a single component or any number of components of your choice.

Available Dimensions

After making your selection, click the “Apply” button to save the changes.

Apply

The selected insight is now converted into a filter component, and a filter icon appears on the applied insight.

Apply

To apply this filter to all storyboard components, click the desired row in the filter component. You will then see the filter applied across all components in the storyboard, along with the specific filter details. In this example, the filter applied is Item Name is Coffee table.

Apply

Manage

Selecting the “Manage” option allows you to edit the applied filter as needed.

Apply

Once the changes are made, click “Save” to apply the modifications.

Save

Reset

The “Reset” option allows users to revert all filter component changes applied across the storyboard.

Reset

Export to Excel

The Export to Excel option enables users to export that filter component in excel format.

Export to Excel

Delete

To remove an insight from the storyboard, select the Delete option. A confirmation prompt will appear—click Yes to proceed with deletion.

Delete

Color Format

The Color Format option enables users to apply basic and conditional color formatting based on predefined rules to certain columns. After configuring the desired formatting, click Save to apply the changes.

Color Format

Add Help

The Add Help option allows users to include supporting information or context to enhance the understanding of the insight.

Add Help

Copy

The Copy option allows users to duplicate an insight from one storyboard to another. After selecting the target storyboard, click Submit to complete the action.

Copy Insight

Edit Title

The Edit Title option allows users to modify the insight’s title or update its redirect navigation. Make the required changes and click ‘Submit’ to save them.

Edit Title

To watch the video, click on Storyboard Customization.