Navigating Within Stories

Toolbar Types

You will see different toolbars and different menu options when you are editing a story or viewing a story. The following are some of the toolbars that you might see:

Edit Mode, Story Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when the toolbar is expanded.

File	Edit Story: Story Details Preferences Query Settings Smart Insights Settings Save: Save Save As Save As Template Export Copy and Paste: Copy Copy To Duplicate Paste Paste Special Share: Share Publish to Catalog
Insert	Chart Table Input Control Geo Map Image Shape Text Clock Comment Widget RSS Reader Web Page Value Driver Tree Data Action Trigger BPC Planning Sequence R Visualization Symbol
Tools	Story Filter/Prompt Formula Bar Chart Scaling Conditional Formatting Smart Discovery Value Lock Management Set/unset read only for selected cells. Cell References and Formulas
Data	Publish Data Refresh: Refresh Configure Auto Refresh Edit Prompts: Models with prompts/ no models require prompts Link Variables Link Dimensions
Format	Layouts
Display	Comment Mode Examine Explorer View Mode

Edit Mode, Data Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when the toolbar is expanded.

File	Edit Story: Story Details Preferences Query Settings Smart Insights Settings Save: Save Save As
Mode	Data Exploration Unavailable for Public Models
Data	Add New Data Edit Prompts: Models with prompts/ no models require prompts Link Variables Link Dimensions Edit Query
Display	Show/Hide: Show/Hide Data Sort Facets

View Mode, Story View Mode Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when the toolbar is expanded.

File	Save Save As Save As Template Export Share
Edit	Reset Refresh: Refresh Auto Refresh Copy Paste Paste Special
Tools	Edit Prompts Bookmark: Bookmark Current State Open Saved Bookmarks Cell References and Formulas Formula Bar Story Filter/Prompt
Display	Tab Bar Comment Mode
(Filter)
(Refresh)
(Bookmark)	Bookmark Current State Open Saved Bookmarks
Page name
Page navigation
Fullscreen
Explorer View Mode toggle

View Mode, Explorer View Mode Details

The following table shows the order of the options when the toolbar is collapsed. The options may be in a different order when the toolbar is expanded.

File	Save: Save Save As
Data	Refresh
Display	Story View Mode
(Bookmark)
(Refresh)
Page name
Page navigation
(Fullscreen)
Story View Mode toggle

Toolbar Options

You can find the following menu options on the toolbar that is directly above the story page. The options you see will vary depending on the way the story was created and the data that it contains.

Functionality	Description
Save	a) Save As: save the story with a different name to create a new version of it. Keep in mind that this copy is not linked or synchronized with the original one. b) Save As Template: save the story as a template that can be used to create a new story. c) Export: export the story as a PDF file or a Google Slides presentation.
Reset	Reset any changes that you made to filters and input controls to get the original view of the story. Your comments and any new versions of the story you created are saved.
Story Filter	Apply filters for all charts that are based on the same data source. The filter is applied in all the pages of a story.
Formula Bar	Calculate values in empty table rows and columns, or cells outside a table.
Refresh	a) Refresh: reload the story to get the most recent data. b) Auto Refresh: automatically refresh the story at an interval set by the story creator.
Edit Prompts	If this option is enabled, you can filter story data from the data source level by setting story variables that you want to display in the story. Charts or tables that are built from that data source will get updated based on the details you entered. For example, if you want the story to show only full-time employees who have worked in the company for at least 7 years, you can set these variables and change the details.
Comment Mode	Switch Comment Mode on and off to hide or display comments in the story. You can add comments to story pages as well as to charts and other objects in the story. After a comment is added, everyone who has access to the story will get notified.
Fullscreen	Display the story in full-screen, without toolbars. To switch out of full-screen view, hover at the top of the page selector bar, and click .
Bookmark Current State	a) Bookmark Current State: create Personal bookmarks to save different states of a story as private bookmarks that are visible only to you. Story and page filters, input controls, prompts, explorer views, and variances are saved in your bookmarks. b) Open Saved Bookmarks: access your Personal bookmarks (created by you), Global bookmarks that are shared with anyone who has access to the story, and other bookmarks that are shared with you. When a Personal bookmark is shared with you, you have the option to remove it from your list of bookmarks. You can hover over a Personal bookmark to do the following: Edit its name by clicking Share it with other users or teams by clicking Delete it by clicking if you no longer need it

Action Menu Options

Click anywhere within the area of a chart or table to open the Action Menu. Expand (More Actions) to see all the options available in the menu. Note that these options vary depending on how the table or chart was created and the data it contains. Just make a choice and the selected chart or table will get updated right away!

Functionality	Description
Sort	Organize your data in a meaningful order to make it easier to understand. The sort options will vary depending on the dataset.
Rank	Display values based on their rank order: a) Top 5 Values: show the 5 highest numerical values. b) Bottom 5 Values: show the 5 lowest numerical values. c) Top N options: choose what you want to display from the options. You can select from a range of values and measures.
Compare To	Compare the selected data point of a chart with date or time data to itself from previous time periods. If you are working with a bar chart, you can simply click on a bar and then hover over another bar to see their difference in value.
Add a) b)	a) CGR: add a Compound Annual Growth Rate line to a chart that has date values on its axis. b) Comment: add comments to your widget and show or hide them by switching the toggle on or off.
Expand Title	Shows you the full title of the chart or table that you're working with.
Export	Export your chart in CSV format.
Open Explorer	If this option is enabled, you can see how your data look in other chart types and also play with the data without making permanent changes to the chart.
Fullscreen	Expand your widget to show all of its content in fullscreen. To switch out of full-screen view, go to the top right corner of the story page, and click .
Pin to Home	Pin a chart to your home screen so that you can quickly find it next time.
View Controls	See the filters that have been applied to your chart.

Context Menu Options

Click on a data point of a chart or table to open the Context Menu. Note that the menu options you get vary depending on how the chart or table was created and the data that it contains.

Functionality	Description
1.Filter Selected Data Points	Focus the chart on a specific set of data.
2.Exclude Data Points	Hide data points that aren't immediately useful for your current analysis.
Drill a) b) c) d)	Drill down on data that has multiple levels so you can display your data at the level you want. a) Choose a level to Drill Down. For example, drill down to Countries from Location. b) Choose a level to Drill Up. For example, drill up to Countries from Cities. c) Expand/Collapse: see all levels of the hierarchy. For example, you can see Cities, Countries, and Location data altogether. d) Set Drill: change the hierarchy back to the default level or choose another hierarchy and level to display from a list. For example, if the current level is Countries, you can reset the hierarchy back to Cities, the default level that the story creator has set, or you can drill down on Department data instead.
3.Compare To	Compare the selected data point of a chart with date or time data from previous time periods. If you are working with a bar chart, simply click on a bar and hover over another bar to see their difference in value.
4.Smart Insights	Get more information about the data of a selected chart or table.

Additional Options

You can find more options on the story page, depending on the story that is being shared with you. Once you have made a choice, either the entire story page or selected elements on the story page will get updated accordingly.

Functionality	Description
Pages	A story can contain multiple pages. Use the tabs to move from one page to the next.
Page Filter	If a story page contains page filters, you can filter all charts in the story page that are based on the same data source.
Input Control	Input Control is one type of page filter. Select the data you want to display in your charts or tables and see the updates in real time. There are several display options you can choose from: a) Slider: control what data you want to see on your charts and tables. b) Radio Buttons: let you pick one measure to display in your charts or tables. c) Checkboxes: let you choose one or more measures to display in your charts or tables. See the images below for some examples of input controls.
Linked Analysis	When multiples charts are connected to one chart through Linked Analysis, the charts will update simultaneously based on the selection you made in that chart. Once you are done, click a blank area within the chart to remove the filter. See the images below for more details on how to use and reset Linked Analysis.

Input Control

a) Slider

b) Radio Buttons

c) Checkboxes

Linked Analysis

Using Linked Analysis

You can use a chart as a filter for other charts if they are connected through linked analysis.

Example

Let's say you want to know the average gross margin of carbonated drinks in California 2014. Select the highlighted area on the vertical bar chart. Now, the numbers on the horizontal bar chart tell you the average gross margin of carbonated drinks in 2014, rather than of all products over time.

This is what it looks like before and after you use linked analysis on two bar charts that are linked together.

Resetting Linked Analysis

Here’s what it looks like before and after you reset linked analysis on two bar charts that are linked together.

Do you want to reset your linked analysis? Just click on a blank space within your chart.

In the example above we applied a filter to see the average gross margin of carbonated drinks in 2014.

Do you want to remove the filter and see the margin of all products over time again? Simple. Just click a blank space within a chart and the chart is updated.