Yellowfin Stories gives you the power to include multiple types of content to your Story. This includes text narratives, reports, images and videos. You can add, edit, or delete content in this builder much like any other word processing tool.
Add text to provide context to your story:
You can format your text by using a formatting menu, as well as with a combination of your keyboard keys.
Icon | Type | Description | Key combination |
Heading 1 | Converts the entire line of text into a heading. | ||
Heading 2 | Converts the entire line of text into the sub-heading. | ||
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. | ||
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> |
To initiate a numbered list, follow the steps below:
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.
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.
You can add analytical reports to your Story. When adding a report, there are 3 types of content that you can add:
Choosing which report artifact to add, depends on what your Story is about. Consider the following to help you choose:
When you add a report artifact, you can choose which item to display for that report:
Simultaneously, you can click on the Create new report button if you want to create a report from scratch. On doing so, you will be asked to select your view and navigated to the Report Builder. See the note below.
The Story module lets you create a new report from scratch via the Create new report button, discussed above. If you opt to do this, the live report will be automatically added to the story when you publish it. You can then navigate back to you Story by clicking on the Report to Story button at the bottom right corner of the Report page.
Note: while this report is being created, and until it is activated, story author and collaborators would see a placeholder in place of this report. Using the ‘maximum’ button on this placeholder, they can always navigate to the report.
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 output 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. |
Report artifacts, such as live reports, snapshots and bookmarks, that have been added to a story, can be replaced.
If your report includes more than one chart, then you have the option of selecting which chart to include.
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:
You can incorporate reports from other reporting tools, such as Tableau, PowerBI, or Qlik, into your Yellowfin Story. This is done by providing a report link that embeds the report.
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 Content, enabled. |
Follow the steps below to add a report from external BI tools.
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.)
Select the 'reporting tools' icon from the menu.
This provides you with a selection of available reporting tool choices. Select one whose content you would like to embed into your Story.
A popup menu will appear. Provide the link to your external report here.
Then click Insert. Ensure that you 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.
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.
You can also provide a caption for this report, by clicking directly under the report.
Besides text and reports, you can include additional content such as images, videos and even dividers into a Story.
Icon | Size option | Description |
Original | Displays the image in its actual size. This option is only available if the original image width is less than 700 pixels. | |
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.) |
You can embed Youtube or Vimeo videos into your story. Here's a simple procedure that explains how to do this:
Note: Although the video image will be displayed in a Story while in draft mode, it can only be played when the Story is published.
Include a divider in your story to display a horizontal line that's used to divide your story content.
Once you have added content, such as text, reports, images, or videos, you can drag it to another part of the Story. This gives you freedom to restructure your story content after adding it (even highlighted text), saving you the trouble of redoing your Story.
A drop indicator will show you the exact location you’re dropping the content to.
You can delete an attached content, such as a report, image, video, etc, by selecting the item and pressing the backspace or delete key.