Creating and Sharing Stories

A story is a presentation-style document that uses charts, visualizations, text, images, and pictograms to describe data. The image below shows a story that displays credit data in a table and chart. Only users that belong to the Administrator or Author user group can create a new story.

Widgets are the display objects in a story. Examples of information shown in a widget include tables, charts, images, and text.

There are many different types of widgets, but some of the more common ones include:

• Charts
• Tables
• Input Controls
• Text
• Images
• Shapes

To create a story:

1. Open embedded analytics
2. Select the Create (+) icon on the toolbar
3. When prompted, select the Optimized Design Experience and select Create.
4. Select the data model. Data models are discussed in the upcoming topic.

   A new story with a blank canvas is displayed.

   
   1. If you add an object such as a chart or table that requires you to select data fields, a builder tool appears on the left side of the canvas.
5. Use this builder to select the information you want to display in the story. For example, for transactions, you may want to display the Order ID, date, product ID, customer name, and value.
6. Use the Save icon on the toolbar to save and name the story.

To see more detail on how to create a story, watch the video .

When you create a new story, you are first prompted to select a data model. Data models determine which data fields are available for use within each story. Each story in embedded analytics is based on a data model.

The following table shows some common data models, a description, whether this data model is available for a payee to view, and whether the period type is based on the fiscal or the Gregorian calendar.

Embedded analytics has over 20 data models that are included in every environment. You may notice that many of these data models, such as Credits, Incentives, and Payments, are based on the output of compensation rules. However, some data models are more specialized, such as Model Measurements or Plan Optimizer.

Most data models are available for payees to view as long as they have access to embedded analytics. Other data models, such as Transactions and Classified Transactions, are visible only to users with access to all data.

In addition to the stock data models, embedded analytics allows you to create custom data models. This is done by allowing an administrator to upload custom code on a new landing page.

Administrators with permission to add custom data models can access this feature by selecting Embedded Analytics Configuration on the application menu.

The Embedded Analytics Configuration page has two tabs: File Manager and Data Model Permissions. On the File Manager tab, the administrator can create or update a CSN file that contains the metadata for all the custom models available in the environment. The easiest way to do this is to download the existing CSN file and make the necessary edits. Documentation on creating and editing the CSN file can be found in the online help.

Once the CSN file has been created or edited, the Data Model Permissions tab allows the administrator to determine which user types can access the data model. Only administrators and authors can be granted access to data models as viewers can't create stories.

Create a Team in Embedded Analytics

A Team in embedded analytics is a group of users assigned for a particular purpose. Teams are useful when you have a group, such as a sales team, with whom you’d like to share stories or folders regularly without having to select the members one at a time. Only Administrators or Authors can create Teams.

A Team can have an associated folder. This is a very easy way to share contents of a folder to the same team regularly. If you create a folder in a Team, the folder can only be deleted by deleting the Team.

To create a Team:

1. Select Teams from the Files menu
2. Select the Create icon to open the Create Team dialog box.
3. Add team members and select Create.