Preparing Stories for the Digital Boardroom

Before adding stories to your boardroom presentation, go to the Stories area of the application and optimize the display and enabled features for the Digital Boardroom.

Use Responsive Pages

It is recommended to design Digital Boardroom presentations using Responsive story pages. Responsive pages allow you to create layouts that automatically resize and reflow when viewed on different screen sizes, and are required for viewing on mobile devices. Canvas pages can also be used; however, Grid pages are not supported. If a story contains a mixture of Responsive, Canvas, and Grid page types, only the Responsive and Canvas pages are imported into the Digital Boardrooms builder.

Create Meaningful Story Page Titles

Each page title in your story is visible in the Digital Boardroom navigation when presenting. Choose meaningful titles for your story pages to clearly communicate the purpose of the visualizations on that page.

The page titles in the story designer map to navigation aids in the Digital Boardroom. Change the titles to convey meaning in your presentation.
Enable Sort and Top N Options

Data on a story tile can be sorted from the (Sort) context menu or filtered by ranked values from the (Rank) context menu. You can enable these options so presenters can use them from within a Digital Boardroom agenda or dashboard.

To enable the Sort or Top N options on a tile:
  1. With a tile selected, open the Designer panel and select Builder.
  2. In the Start of the navigation pathProperties Next navigation step BoardroomEnd of the navigation path section, select Sort Option or Top N Option.
Enable Data Exploration

While presenting a story tile in the Digital Boardroom, you can launch the Explorer from the (Explorer) context menu. The Explorer allows you to change measures, dimensions, and chart types, and edit filters, to further analyze your data. For more information, see Launching the Explorer from a Story Canvas.

You can also access Smart Insights from the Explorer to see more information about a particular data point in your visualization (for details, see Smart Insights).

To enable the Explorer:

  1. With a tile selected, open the Designer panel and select Builder.
  2. In the Start of the navigation pathProperties Next navigation step View ModeEnd of the navigation path section, select Enable Explorer.

    If you want to restrict the number of measures and dimensions that are visible in the Explorer, select Configure Measures & Dimensions. Note that all measures and dimensions that are currently in the chart are automatically included and can’t be removed. Also, if you don’t specify any additional dimensions or measures, then only the ones used in the chart or table are available in the Explorer.

    You can clear your configuration of measures and dimensions by selecting Clear Selection.

    • Measure and dimension configuration is not available for blended charts and tables.
To allow a table to be opened in the Explorer, you'll need to change a table setting. For details, see the “Styling a Table” section in Applying Styling to Tiles.
Enable Touch Cell Input
Numbers in a table cell on a story page can be modified in the Boardroom mode. To accommodate cell modification on touch devices, such as a three-screen display with touch capabilities, enable the touch key pad in the Stories area first.
  1. Select a table in your story page.
  2. Open the Designer panel, and select Styling.
  3. In the Boardroom Keypad Slider section, enable the Show/Hide Slider.
  4. Specify the minimum, maximum, and step size values for the slider of the touch key pad.

After saving your story, the touch key pad can now be used to edit numbers in a table cell during the boardroom presentation.