Building Stories from a Template

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Build stories from a template

Templates for Building a Story

Another option when starting a new story is to use a template, which provides predefined layouts and placeholders for objects to help you build a story. You can also apply a template to an existing story by selecting Layouts in the main toolbar.

There are three categories of templates to choose from, depending on the type of story you are trying to create:

  • Monitor - These layouts can help you create a story ideal for monitoring your data or create a boardroom monitor. The layouts combine tiles such as maps, content, and keyfigures.

  • Report - These layouts can help you create a story ideal for reporting. The layouts combine tiles such as charts, tables, and annotations.

  • Present - These layouts can help you create a story ideal for presentations. The layouts provide the formatting and elements necessary to create a slide deck.

You can also create your own templates by saving a story as a Template. Saving the story as a template removes all data and converts charts, tables, maps, input controls, and value driver trees into empty placeholders. All custom formatting is removed.

Build a Story from a Template

Task 1: Create a story from a template and analyze data using explorer

Business example

Based on your human resource data, you are wondering why the company has been paying the sales department significantly more than the other departments.

To understand this better you need to analyze the financial data, however, before creating advanced visualizations, you want to get an understanding of what data is available to you.

You decide to create a story from a template as it provides you with standard formatting and widget placement and use the data explorer to analyze the data in the story.

Task flow

In this practice exercise, you will perform the following tasks:

  • Create a story from a template using financial data
  • Use placeholder widgets to quickly create a visualization
  • Use data explorer to analyze data and configure a story
  • Copy and paste widgets from explorer to existing pages

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