Storyboards is a tool that allows you to create engaging presentations and reports from your dashboards easily. Whether you're preparing for a board meeting, analyzing data, or simply showcasing your insights, Storyboards will make your life easier. 

How to create a Storyboard

Every dashboard now includes the option to create a Storyboard. 

1. Select the dashboard you want to work with.
2. In the top right corner click on the Storyboard icon

Create a Storyboard from the Storyboard tab in the menu

1. Click on the Storyboards tab
2. Select the dashboard you want to work with and generate your storyboard 

What’s included in your Storyboard

1. Widgets: Each widget from your chosen dashboard appears in the Storyboard in the same order as on the dashboard. This ensures a smooth transition from dashboard to Storyboard. 
   1. Global Filters Integration: Any filters applied to your dashboard will also be applied to your presentation ensuring consistency in your data analysis.
2. Text Generation: There will also be AI-generated content on each slide of your presentation. While the text is automatically generated, you can still edit, modify, or delete any text to align with your narrative.
   1. Storyboards AI-generated texts are there to save time and help you get the best results.

*Please note that this is a beta version, and there may be numerical errors in the texts. We recommend reviewing all data before sharing or presenting it.

Customize your presentation

1. Easily add, edit, or delete text boxes, change fonts, and customize backgrounds to suit your preferences. 
2. All slide elements can be dragged and dropped to create your preferred layout. 

3. You can control your all slide customization options via the Theme settings on the left panel or per slide via the slide setting menu for individual edits.

Effortlessly incorporate images into your slides

1. Click on the "Add Image" option to add an image to your slide.

2. Once the "Add Image" option is selected, a file browser interface will appear, enabling you to choose an image from your device's storage. Storyboards supports various image formats, including png, jpeg, and jpg.

Automatic Adjustment: Once you've selected your desired image, Storyboards utilizes a sophisticated algorithm to intelligently position the image box within the slide. This ensures optimal placement without the need for manual adjustments, streamlining the editing process.

Preserving Original Proportions: Storyboards prioritizes maintaining the original proportions of the uploaded image, ensuring accurate display within the slide. This preserves the integrity of the image and enhances visual appeal.

Adding Multiple Images: With Storyboards, users have the flexibility to add multiple images to a single slide, facilitating creativity and enabling dynamic presentations.

Adding dashboard widgets to your Storyboards slides

Add and stack widgets from any dashboard to your Storyboards slides. Elevate your Storyboards with design and insights to create the perfect storytelling narrative.

• Click on Add Widget
• Select your dashboard
• Pick which widget you want to use
• & Story tell away!

Data consistency and live updates

The data in Storyboards is dynamic and reflects any changes made to the source widgets on your dashboard. Using the live version, you can drill down your numbers while preparing and presenting your presentation. 

The text remains static, preserving your edits and comments. 

Static Version 

Static Mode empowers users to create a static version, denoted as "Final," replicating the live version's look and feel.
The static mode, coupled with a robust data locking mechanism, offers a comprehensive solution for users seeking to freeze and present data at specific points in time.
Ensures that changes in the data won't impact the widgets, and the resulting Storyboard version is not live.

An option in the save dropdown menu enables users to save the ‘Real-time Storyboard’ as a static version. 

The static version allows extensive customization, preserving the user's ability to tailor the presentation exactly as the real-time version.
This mode maintains consistency in tooltips, widget proportions, and the widget panel. However, certain limitations are in place to preserve data integrity and presentation coherence.

As the static date version isn’t updated in real time there a few limitations :

Drill Option: Excluded in the Static version.
Dynamic Aggregation and Sort: Unavailable to maintain.
Local Filters: Serve as indications only.

Sharing and Distribution:

Enabled for the static version, users can seamlessly share and download to PDF, facilitating collaboration and distribution of frozen data snapshots.

Sharing and collaboration

In the top right corner, click on the sharing icon to:

1. Invite team members to collaborate on your Storyboard 
2. Assign different roles
3. Manage permissions

This ensures that your presentations are accessible and editable by the right team members.

Viewing modes and export options

1. Present your presentation with our Slideshow button
2. Export your Storyboards to PDF for easy sharing 
3. Download a locked version of your Storyboards to preserve a specific state

Roll Forward your Storyboard

You won’t ever need to manually create decks from scratch again. 

How does it work? 

1. Click our roll forward icon in the top right corner of your Storyboard. 
2. Select your new reference date 

Your entire customized Storyboard structure and text will duplicate with updated widget data and numbers for the selected date.  

Updated October 08, 2024 11:08