Building Stories from a Template

Objective

After completing this lesson, you will be able to build a story from a template.

Use a Template to Build a Story

When starting a new story, you can use a template that provides predefined layouts and placeholders for objects to help you build a story.

Stories area of SAP Analytics Cloud with the different templates available for use highlighted.

Apply a Template to an Existing Story

You can also apply a template to an existing story by selecting the Layouts button in the ribbon.

Once a template is applied, it is shown in the Manually Added section of the Layouts panel, with Additional Layouts available below.

A planning story for HR actuals with the SAP_IBCS template applied from the Layouts panel.

Create a Template

There are prebuilt templates to choose from, or you can also create your own by saving a story as a template.

Saving the story as a template first removes all custom formatting and data, then converts charts, tables, maps, input controls, and value driver trees into empty placeholders.

An updated story that is being saved as a template.

Page and widget story preferences such as background color are saved with your template. The following features can be saved with your story template:

  • Theme
  • Scripting (Scripts on widgets are saved with templates and widget IDs are kept.)
  • Advanced widgets
  • Custom widgets (The template removes all data and converts custom widgets into placeholders.)
  • Composites (without data models)

Note

Templates can only be created from Optimized Design Experience stories.

Build a Story Using a Template or Layout

Business Scenario: You have to present data this afternoon to your team. You create a responsive story and decide to apply a preconfigured layout to your story as it provides you with standard formatting and widget placement.

Task Flow: In this practice exercise, you will:

  • View how to create a story using a template.
  • Create a story.
  • Apply a layout to the story.