Build Story

Objective

After completing this lesson, you will be able to build a Story
  1. Select Main Menu > Stories.

  1. Select the Canvas tile to create a new Canvas page.

  1. Drag and drop the Table widget from the list of Assets to the main canvas.

  1. In the Select Model dialog box that appears, click Select other Model…

  1. Navigate to My Files then select your model PnL_Admin_XXX

Note

Or you can select the model that you copied in the previous section

  1. In the Builder panel, under Rows select the Filter icon for Accounts.

  1. Select the members Net Income and Rebate % as the filters for Accounts. Then select OK.

  1. Select the More Options icon for Account, then select Unbooked Data.

  1. Under Columns select + Add Dimensions.

  1. Select Organization.

  1. Select the Filter icon under Organization.

  1. Expand World and then each continent drop-down listed in the available member filters, then select each of the available countries individually (as shown in the screenshot). Then select OK.

  1. Select the More Options icon for Organization - then select Unbooked Data.

  1. Under Filters select Version.

  1. De-select Actual and select Forecast. Then click OK

Note

Filter on version

  1. Your table should look like this after expanding each row and resizing the table.

  1. We will now create Input Controls to allow us to filter the data. In the Insert toolbar, select the Input Control icon.

  1. Click on Dimensions.

  1. Select Date.

  1. Select Date (Dimension) > Filter by Member…

  1. Under Available Time Intervals select (all) and then select OK.

  1. Select the Input Control icon again to insert a second Input Control on the page. Then select Dimensions.

  1. Select Products.

  1. Select Products (Dimension) > Filter by Member….

  1. Under Available Members select All Products Lines and then select OK.

  1. Resize the Input Controls by selecting and dragging the bottom right-hand corner of the Input Control down. Expand the dropdowns within the control boxes to see each available selection.

  2. Your finished table should look like this.

  1. Save your Story by selecting the Save icon under File, then Save.

  1. In the Save Story dialog, Select My Files and enter the name Admin_StoryRebates. Then click Save.

  1. Select Main Menu > Stories.

  1. Select the Canvas tile to create a new Canvas page.

  1. Drag and drop the Table widget from the list of Assets to the main canvas.

  1. In the Select Model dialog box that appears, click Select other Model…

  1. Navigate to My Files then select your model PnL_Admin_XXX

Note

Or you can select the model that you copied in the previous section

  1. In the Builder panel, under Rows select the Filter icon for Accounts.

  1. Select the members Net Income and Rebate % as the filters for Accounts. Then select OK.

  1. Select the More Options icon for Account, then select Unbooked Data.

  1. Under Columns select + Add Dimensions.

  1. Select Organization.

  1. Select the Filter icon under Organization.

  1. Expand World and then each continent drop-down listed in the available member filters, then select each of the available countries individually (as shown in the screenshot). Then select OK.

  1. Select the More Options icon for Organization - then select Unbooked Data.

  1. Under Filters select Version.

  1. De-select Actual and select Forecast. Then click OK

Note

Filter on version

  1. Your table should look like this after expanding each row and resizing the table.

  1. We will now create Input Controls to allow us to filter the data. In the Insert toolbar, select the Input Control icon.

  1. Click on Dimensions.

  1. Select Date.

  1. Select Date (Dimension) > Filter by Member…

  1. Under Available Time Intervals select (all) and then select OK.

  1. Select the Input Control icon again to insert a second Input Control on the page. Then select Dimensions.

  1. Select Products.

  1. Select Products (Dimension) > Filter by Member….

  1. Under Available Members select All Products Lines and then select OK.

  1. Resize the Input Controls by selecting and dragging the bottom right-hand corner of the Input Control down. Expand the dropdowns within the control boxes to see each available selection.

  2. Your finished table should look like this.

  1. Save your Story by selecting the Save icon under File, then Save.

  1. In the Save Story dialog, Select My Files and enter the name Admin_StoryRebates. Then click Save.

Learning
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