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  • This line was added.
  • This line was removed.
  • Formatting was changed.

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  1. Simply click on a new line in the Story.
  2. Start typing to enter your text, or you can also paste from your clipboard.
  3. The text will be automatically saved to your Story.
  4. To move on to the next line, press the Enter key.

 


Text formatting

You can format your text by using a formatting menu, as well as with a combination of your keyboard keys.  

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Icon

Type

Description

Key combination

Heading 1

Converts the entire line of text into a heading.
Note: This heading format will take precedence over bold or italic formatting.

 


Heading 2

Converts the entire line of text into the sub-heading.
Note: This heading format will take precedence over bold or italic formatting. 


Quote

Converts the entire line of text into a quote.

 


Bold

Makes only the selected text bold. 


Italic

Makes only the selected text italicized. 


Link

Converts the selected text into a link.
When this icon is clicked, you will be asked to provide the URL to where the link should redirect to.

 

 



Numbered list

Creates a numbered/ordered list. See below for more details.

1.<space>


 

Bullet point list

Creates a bullet list. See below for more details.

-<space> or *<space>

 


Numbered list

To initiate a numbered list, follow the steps below:

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  1. Hover over a report, and when the menu appears, click on the chart icon. 



  2. In case of multiple charts, a popup will appear. Choose one of the charts that you want to include. Then click Insert to Story.

 



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Sharing Hidden Content

If you add a secure report that is inaccessible to all your readers, then that report will be hidden for them in the story, with a message notifying them of the reason they can't view the report content. See the example below:


 

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Note
titleImportant

Before you begin, ensure that you have a proper Yellowfin license that supports Stories and the external content add-on. Users who want to embed external reports, will also require an additional user role function, called External called External Content, enabled. 



Follow the steps below to add a report from external BI tools.

  1. 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 only appear if no text gets entered.)  



  2. Select the 'reporting tools' icon from the menu.



  3. This provides you with a selection of available reporting tool choices. Select one whose content you would like to embed into your Story. 



  4. A popup menu will appear. Provide the link to your external report here. 



  5. Then click Insert.Note:  Ensure that you put have provide the correct link for this to work. If you accidentally provide a link to a PowerBI report while choosing the Tableau option, an error will occur.

  6. Once the report appears on the screen, you can even resize it. To do so, hover over the report, and when the resize option appears at the bottom right of the report, click and drag it to change the size of the embedded report. 



  7. You can also provide a caption for this report, by clicking directly under the report. 

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  1. 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 only appear if no text gets entered.)  



  2. Select the image  icon from the menu.


     
  3. The image manager popup will appear. Use it to choose an existing image by selecting its thumbnail, or add a new image by using the Add button. 



  4. Once added, you can resize the image. See the chart below for the options.
  5. The image will be captioned with its name, which can also be edited or removed.

 


Image resizing options

Icon

Size option

Description

Original

Displays the image in its actual size. This option is only appears available if the original image width is less than 700 pixels.

Image RemovedImage Added

Fit

Displays the image to fit the Story size, which is 700 pixels (that is, the image width will be stretched to 700 px while maintaining the aspect ratio). The image is displayed in this size by default.

Wide

The maximum size an image can be displayed in. (This option will stretch the width to 900 pixels, while maintaining the aspect ratio.)

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