Storyboard Widgets#

Widgets are the building blocks of a storyboard, allowing you to add meaningful content such as Tabs, Text, Images, Filter, Story, Summarizer, and AI Narrative. They help convey the purpose, context, or key information within a storyboard, making it easier for users to grasp its meaning at a glance. Whether you want to illustrate a process, emphasize an important point, or visually support your content, widgets make the storyboard both informative and engaging.


Story#

The Story widget presents selected insights in a natural language format. It includes an Overview section that provides a high-level summary of the insight, a Key Insights section that highlights clear trends, patterns, and key KPIs, and a Business Insights section that offers actionable recommendations based on the analyzed data.

Click the Add Widget icon and choose the Story option.

../../../../_images/Story_Widget_Option.png

Story#

Select the desired storyboard component that you want to view as a story and click on the Submit button.

../../../../_images/Story_Widget_Submit_Option.png

Story#

../../../../_images/Story_Widget_Storyboard_Page.png

Story#

Refresh#

Use the Refresh option to view the latest story after the data is updated.

../../../../_images/Story_Widget_Refresh_Option.png

Story#

Delete#

Use the Delete option to remove the story widget from the storyboard page.

../../../../_images/Story_Widget_Delete_Option.png

Story#

Summarizer#

The Summarizer widget converts the insight into natural language by providing a concise summary of all the information derived from the analysis.

Click the Add Widget icon and choose the Summarizer option.

../../../../_images/Summarizer_Widget_Option.png

Summarizer#

Select the required component from the available list and click Submit to create the Summarizer widget.

../../../../_images/Summarizer_Widget_Submit_Option.png

Summarizer#

../../../../_images/Summarizer_Widget_Storyboard_Page.png

Summarizer#

Refresh#

Use the Refresh option to view the latest summary after the data is updated.

../../../../_images/Summarizer_Widget_Refresh_Option.png

Summarizer#

Delete#

Use the Delete option to remove the summarizer widget from the storyboard page.

../../../../_images/Summarizer_Widget_Delete_Option.png

Summarizer#

AI Narrative Insights#

The AI Narrative Insights widget provides clear, AI-generated insights that explain charts and graphs in a concise and accurate manner, along with actionable recommendations to support better business decisions.

Click the Add Widget icon and choose the AI Narrative option.

../../../../_images/AI_Narrative_Widget_Option.png

AI Narrative#

After selecting the AI Narrative option, choose the relevant component and click Submit to add the widget.

../../../../_images/AI_Narrative_Widget_Submit_Option.png

AI Narrative#

../../../../_images/AI_Narrative_Widget_Storyboard_Page.png

AI Narrative#

Refresh#

Use the Refresh option to view the latest AI Narrative after the data is updated.

../../../../_images/AI_Narrative_Widget_Refresh_Option.png

AI Narrative#

Delete#

Use the Delete option to remove the AI Narrative widget from the storyboard page.

../../../../_images/AI_Narrative_Widget_Delete_Option.png

AI Narrative#

Tabs#

Click the icon and choose Tab from the dropdown menu.

../../../../_images/Tab_Widget_Option.png

Tab Widget#

The Tab Widget popup will appear, prompting you to enter details such as Group Name and Tab Name.

../../../../_images/Tab_Widget_Page.png

Tab Widget#

You can add multiple tabs within a single widget by clicking the “+” symbol and remove them using the “-” symbol associated with each tab.

../../../../_images/Add_Delete_Tabs.png

Tab Widget#

You can also rearrange the order of tabs by clicking and dragging the Dots icon.

../../../../_images/Tab_Widget_Rearrange.png

Rearranging Tabs#

Once you have entered all the details and required tabs click on Add button to create the Tab Widget.

../../../../_images/Tab_Widget_Add_Button.png

Adding Tab Widgets#

Adding Insights to Tab Widgets#

There are two ways to add components to a tab within the Tab Widget:

  • By using the Choose Component option

  • By using the Move option

Choose Component

Select the tab where you want to add the insight or component. Then click the Choose Component button.

../../../../_images/Tab_Widget_Choose_Component_Button.png

Choose Component#

After clicking the “Choose Component” button, all available insights in that storyboard will be listed. Select the desired insight and click “Add” to include it in the tab.

../../../../_images/Tab_Widget_Choose_Component_Add_Button.png

Choose Component#

NOTE
Users can create multiple Tab Widgets within a storyboard, but only one insight can be added to each tab within a Tab Widget.

When an insight is added to a tab, it is displayed within the tab and is no longer visible on the main storyboard.

../../../../_images/Tab_Widget_Insight_Added.png

Tab Widget#

Move#

Select the insight you want from the storyboard, click the Three-Dot Menu, and choose the Move option from the dropdown.

After clicking “Move”, a popup will appear asking you to select a group from the dropdown.

../../../../_images/Tab_Widget_Move_Option.png

Move#

Once the group is selected, choose the tab where you want to add the insight, then click the Move button to confirm.

../../../../_images/Tab_Widget_Move_To_Tab.png

Move to Tab#

../../../../_images/Tab_Widget_Moved_To_Tab.png

Move to Tab#

Manage#

The Manage option lets you make changes to a Tab Widget.

What you can do:

  • Edit Group Name – Change the name of the tab group.

  • Show/Hide Group Name – Use this toggle to display or hide the group name in the storyboard.

  • Add or Remove Tabs – Add new tabs or remove existing ones from the widget.

NOTE
If you remove a tab, the insight in that tab will be moved to the storyboard.

../../../../_images/Tab_Widget_Manage_Option.png

Manage#

Once modifications are done click on Save to apply the changes.

../../../../_images/Tab_Widget_Manage_Save_Button.png

Save#

Delete#

Use the Delete option to permanently remove the entire Tab Widget.

../../../../_images/Tab_Widget_Delete_Button.png

Delete#

When you click the Delete option, a confirmation popup will appear. If you are sure you want to delete the Tab Widget, click the Delete Widget button.

../../../../_images/Tab_Widget_Delete_Popup.png

Delete#

Text/Image#

To add a component, click the icon.

../../../../_images/Storyboard_Text_Image_Widget_Option.png

Text/Image Widget#

Choose either Text or Image.

  • To add text, select the Text option and type your message.

../../../../_images/Text_Widget.png

Text Widget#

  • To add an image, select the Image option and upload the desired file.

../../../../_images/Image_Widget.png

Image Widget#

Once done, click Submit to save your changes. The component you created will then appear within the storyboard.

../../../../_images/Text_Widget_Submit.png

Adding Text Widget#

../../../../_images/Text_Widget_Created.png

Text Widget Added#

Filter#

The Filter Widget enables users to apply a chosen analysis across multiple storyboard components, removing the need to create separate insights for the same dataset.

Click the Add Widget icon and choose the Filter option.

../../../../_images/Storyboard_Filter_Widget_Option.png

Filter#

On the Filter Configuration page, choose the type of analysis you want to perform. The available options are:

  • Period over Period: Period Analysis helps you compare metrics across different time intervals to identify trends and changes in performance over time. You can configure comparisons by using period-over-period and by choosing a frequency that fits your analysis needs.

  • Trending: Trending Queries enable users to visualize trends over time, helping track upward or downward movements in data across selected metrics, dimensions, and dates.

  • Comparison: Comparison queries allow users to compare multiple columns according to business needs.

  • Top – Bottom: Top/Bottom Queries help users identify the highest or lowest performing values based on a selected metric and dimension. These filters are useful for questions like Top 10 Products by Sales or Bottom 5 Regions by Revenue.

../../../../_images/Filter_Widget_Choose_Analysis.png

Filter#

After selecting the required analysis type, choose the relevant components from the displayed list.

../../../../_images/Filter_Widget_Choose_Components.png

Filter#

Click Add to save your selection.

../../../../_images/Filter_Widget_Add_Button.png

Filter#

You will now see the Filter widget added to the storyboard.

../../../../_images/Filter_Widget_Storyboard_Page.png

Filter#

Enter the required value, select Top or Bottom, and then click Apply to apply the changes.

../../../../_images/Filter_Widget_Apply_Button.png

Filter#

Manage#

Click the three-dot menu on the Filter widget and select Manage to add or remove components for the filter.

../../../../_images/Filter_Widget_Manage_Option.png

Filter#

After making the changes, click Update to save them.

../../../../_images/Filter_Widget_Update_Button.png

Filter#

Delete#

Select the Delete option to remove the filter widget you created.

../../../../_images/Filter_Widget_Delete_Button.png

Filter#