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 Insights. 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.


AI Narrative#

AI Narrative brings data to life by transforming charts, tables, and insights into clear, natural-language explanations. It includes Story, Summarizer, and AI Insights, each designed to help users quickly understand what the data means and why it matters. While Story provides a structured narrative with overviews, key insights and business recommendations, Summarizer delivers a concise textual summary of the analysis and AI Insights offer focused explanations and actionable recommendations directly tied to charts and metrics. Together, these AI narratives help users interpret data faster, communicate insights effectively, and make informed, data-driven decisions with ease.

../../../../_images/ConverSight.ai_Storyboard_AI_Narrative.png

AI Narrative#

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.

../../../../_images/ConverSight.ai_Storyboard_AI_Narrative_Components.png

Story#

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

../../../../_images/ConverSight.ai_Storyboard_Story_Choose_Component.png

Choose Component#

../../../../_images/ConverSight.ai_Storyboard_Story.png

Story#

Refresh#

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

../../../../_images/ConverSight.ai_Story_refresh.png

Refresh#

Edit Title#

Use the Edit Title option to update the title and to set navigation to Apps, Insights, Storyboard or a URL.

../../../../_images/ConverSight.ai_Story_Edit_Title.png

Story Edit Title#

../../../../_images/ConverSight.ai_Story_Edit_Title_Button.png

Story Edit Title#

Delete#

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

../../../../_images/ConverSight.ai_Story_Delete.png

Story Delete#

Manage#

Use the Manage option to manage the selected storyboard components.

../../../../_images/ConverSight.ai_Story_Manage.png

Story Manage#

../../../../_images/ConverSight.ai_Story_Manage_Save.png

Story Manage#

NOTE
The Save button will be disabled if the storyboard has only one component.

Summarizer#

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

../../../../_images/ConverSight.ai_Storyboard_Summarizer.png

Summarizer#

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

../../../../_images/ConverSight.ai_Summarizer_Add.png

Choose Component#

../../../../_images/ConverSight.ai_Storyboard_Summarizer_Component.png

Summarizer#

Refresh#

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

../../../../_images/ConverSight.ai_Summarizer_Refresh.png

Refresh#

Edit Title#

Use the Edit Title option to update the title and to set navigation to Apps, Insights, Storyboard or a URL.

../../../../_images/ConverSight.ai_Summarizer_Edit.png

Edit Title#

../../../../_images/ConverSight.ai_Summarizer_Edit_Title.png

Edit Title#

Delete#

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

../../../../_images/ConverSight.ai_Summarizer_Delete.png

Delete#

Manage#

Use the Manage option to manage the selected storyboard components.

../../../../_images/ConverSight.ai_Summarizer_Manage.png

Manage#

../../../../_images/ConverSight.ai_Summarizer_Manage_Add.png

Manage#

NOTE
The Save button will be disabled if the storyboard has only one component.

AI Insights#

The AI 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.

../../../../_images/ConverSight.ai_Storyboard_AI_Insights.png

AI Narrative#

After selecting the AI Insight option, choose the relevant component and click Add to add the widget.

../../../../_images/ConverSight.ai_Storyboard_Choose_Component.png

AI Insights#

../../../../_images/ConverSight.ai_Storyboard_AI_Insight_Component.png

AI Insights#

Refresh#

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

../../../../_images/ConverSight.ai_Storyboard_Story_Refresh.png

Refresh#

Edit Title#

Use the Edit Title option to update the title and to set navigation to Apps, Insights, Storyboard or a URL.

../../../../_images/ConverSight.ai_Storyboard_Component_Edit.png

Edit Title#

../../../../_images/ConverSight.ai_Storyboard_Edit_Title.png

Edit Title#

Delete#

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

../../../../_images/ConverSight.ai_Storyboard_Component_Delete.png

Delete#

Manage#

Use the Manage option to manage the selected storyboard components.

../../../../_images/ConverSight.ai_Narrative_Manage.png

Manage#

../../../../_images/ConverSight.ai_Narrative_Manage_Add.png

Manage#

NOTE
The Save button will be disabled if the storyboard has only one component.

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#