Page History
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- Type 1. in either an empty line, or at the start of existing text, and then press the space key. Note that this will not work if the above key combination is added in the middle of a text.
- The text line will be transformed to a numbered list.
- After providing text, press Enter to move to the next numbered item in the list. You can repeat this to add multiple items to this list.
- To end the list, simply press the Enter key once again without providing any text.
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The steps to create or edit a bullet point list are the same as above. However, the keyword combination to activate an unordered list could either be the hyphen key and then the space key, or the asterisk key and space.
Copying text into your Story
You can copy text from your Story, into another section of the same Story. In doing so, any formatting applied to the copied text will be retained when it is pasted. However, text copied from an external source, will not keep any of its original formatting.
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Embedding Reports
You can add analytics analytical reports to your Story. When adding a report, there are 3 types of content that you can add:
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- Click on the plus button at the start of a new line. (Note if you do not see this button, simply click on a new line. The button will appear if no text gets entered.)
- Then select the report icon from the reanimated menu.
- A popup will appear displaying all the reports that you have access to.
- You can filter out relevant reports, snapshots or bookmarks in this popup by typing the name in the Search bar. Then click on the search icon at the end of the search bar.
- You also have the option of sorting the reports. Click on the Sort By button and select how you want to items to be sorted in this popup.
- You can choose to view You also have the option of viewing the reports as thumbnails or in a list.
- Click on the expand icon over a report's thumbnail, to maximise its image.
- Click on a report thumbnail to select it. (You can select multiple reports to include them to the Story.)
- Note that each report will display summarized information, such as the total number of its existing charts, bookmarks and/or snapshots. (You can click on the snapshot or bookmark icons to view those items for the specific report.)
- To include a snapshot to the story, click on the Snapshot tab at the top-left and then on the thumbnail of a snapshot.
- Similarly, follow the same steps to include one or more bookmark(s).
- Note: You can select multiple items to include them into the story at the same time. The order in which they are added to the story will depend on their order of selection.
- Once you've made all the selections, click on the Insert to Story button. The selected items will be included in your story.
- Each item will include a caption that can also be edited.
- The default formatting of the snapshot and bookmark captions indicate the artifact type, followed by the report name and ending with the name of the snapshot/bookmark.
- You can use the edit menu to change the display of the report artifact. Refer to the section below to learn more.
- Note that live reports and bookmarks will be automatically refreshed every time you access the story as their data may be changed. This may affect your story. (Snapshots will not be updated even if the data has changed, since they always remain static.)
- You can interact with report artifacts embedded in Stories. Interactions that are supported, include tooltips, drilling, keep/exclude filtering, brushing, annotation.
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Hover over a report to bring up the report menu. This includes options to let you resize the report's displayed size, choose the report view to display in the story, that is the chart, table, or canvas, or let you view the report in the Report Builder.
Note: If an icon is dark, then that means it is enabled. Whereas, grey means that the functionality is not applied. Click on a greyed out icon to apply that functionality. For example, clicking on the grey 'table' icon will display the report's table.
Icon | Description |
| This resizes the report to a smaller size. You can switch between the small or big size of the report. |
| Increases the displayed size of the report. (Enabled by default.) |
Displays only the report chart. In case of multiple charts, a popup will appear indicating the user to select one of the charts to be included. Click here for more details. | |
Displays the report table. Fits the size, but can be scrolled horizontally and vertically. | |
Displays the report canvas. (Disabled by default, and only available if the added report has a canvas.) | |
Redirects you to the report 'design' page, where you can edit the report and re-publish it. The changes will be reflected in a live report added to the Story. You can also use this to replace the report with a snapshot or bookmark, or add another artifact of the same report to your Story. Learn more here. |
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- Place your cursor over the report artifact to be replaced. Then click on the open reportmaximise button. You will be taken to the report's design output page.
- Now There you can replace the artifact with a snapshot, bookmark or report by choosing an existing artifact or creating a new one.
- For example, we want to replace the artifact with an existing snapshot. Click on the Story button in the snapshot panel.
- On doing so, a message will appear that provides you with two options.
- Click on the Replace item in Story button to replace the artifact in the Story with the new one selected here (that is the snapshot).
- Or click Add to the end of Story to include this new artifact at the bottom of the Story (without replacing the old one).
- You can add multiple artifacts of the same report as well.
- Once done, click on the Return to Story button to get back to your draft Story. Note the artifact that you select here can only be included to the same Story.
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