Presentation Settings and Theming

Customize the look of your Digital Boardroom presentation by setting display options and creating a custom theme.

Choose Your Presentation Settings

You can customize the layout, display, and other options from the Presentation Settings dialog. Choose (Presentation Settings) from the File section of the toolbar.

Presentation Settings Options
Layout Lane Setup

Move the slider to choose between different multi-page layout options. For different screen setups, here are some best practices:

  • Single screen: Set the slider to 1 and turn Enable Preview off.

  • Multi-screen: Set the slider to match the number of screens. Turn on Enable double-space between pages.

Enable Preview (only applicable with single lane)

Turn this setting on to show a preview of the next story page when using a single lane setup.

Enable double-space between pages (multi-screen setup)

Turn this setting on when presenting on multiple screens.

Agenda orientation

(Agenda only) Change between Horizontal and Vertical orientations of the agenda overview page information.

Root Topic page alignment

(Dashboard only) Change the orientation of the root topic in a dashboard.

Display Agenda font size

(Agenda only) Change the font size of the text in the agenda overview page.

Display position of page title

Choose Tabs to display all page titles together as tabs for easier navigation, or Page Header to align each page title with its content.

Navigation Button position

Determine the position of the page navigation buttons. Choose Split to place the previous and next page buttons on opposite sides of the screen.


Set to On to allow you to swipe touch-enabled screens to move between pages.

Context Menu Drag and drop to customize the position and availability of actions on the Context menu. See Customize the Context Menu below for details on each menu action.
Action Bar

Action bar position

Determine the position of the action bar. Select multiple values to be able to access the bar from different edges of the screen.

Fix action bar to selected position

Enable this setting to always show the action bar during your presentation. Otherwise, you'll access it by placing the cursor near the edge of the screen.

If you choose Top or Bottom and enable Fix action bar to selected position, other options are available:

  • Stacked Header/Footer: The action bar is stacked above or below the existing header or footer.
  • Combined Header/Footer: The action bar is combined with the existing header or footer to save screen space. The action bar is right-aligned.
  • Footer (available for the Bottom position only): The action bar replaces the navigation breadcrumb and logo in the footer.

Hide action bar item titles

Set to On to only show the icons in the action bar, without text titles.

Action Selection

Drag and drop actions to customize the Action bar. Actions can be individually positioned on the left, center, or right side of the bar. You can also select Left Aligned, Centered, and Right Aligned to align all actions together.

RSS Feed Settings

Add RSS feeds to your presentation. While presenting, choose RSS feed from the Action bar to display your feeds.

Data Settings

Auto Refresh

  • None: The story data in your Digital Boardroom presentation is not automatically refreshed. Use this option if you do not want the data to change while presenting.

  • Custom Interval: The story data in your Digital Boardroom presentation is automatically refreshed according to the set time interval. Choose the number of minutes or hours between data refreshes.

For live data connections, a refresh pulls the latest data from the connected data source for your stories. For imported data, a refresh only pulls the latest from the existing model data already imported into SAP Analytics Cloud.

Customize the Context Menu

You can tailor the Context menu so it has the navigation and chart actions suitable for your specific presentation.

Option Description
Search ()

Search for text within topics, pages, and individual story tiles.

Results are divided into tabs, showing results for the current presentation topic and global results across all public, private, and shared Digital Boardroom presentations you have access to. Use the menu to change the number of results per page, or to change the level of granularity displayed. You can also turn on or off Live Search, which loads search results as you type.

Searching for the text "Topline" in the current Finance topic returned several charts in the Profit & Loss story page.

Selecting a result opens that page in a temporary window for viewing. You can also select to change the active page of the current presentation to that result.

Filter () Opens the Filter dialog, where you can view the topic filters and story filters that are currently applied, and further refine the selected members for each filter.

For more information about topic filters, see Adding Topic Filters to a Presentation.

Back () Navigates back to the previously visited presentation topic.
Chart Actions () Perform chart actions such as sorting, ranking, and value driver tree calculations. Undo and redo data changes performed while presenting.
Sort ()

Sort data on the active story tile in ascending or descending order.

You must first enable the Sort options for each story in the Stories area. See Enable Sort and Top N Options in Preparing Stories for the Digital Boardroom for details.
Rank ()

Filter data on the active story tile by ranked highest or lowest values. For example, by Top N or Bottom N.

You must first enable the Rank options for each story in the Stories area. See Enable Sort and Top N Options in Preparing Stories for the Digital Boardroom for details.
Normalize () Normalize the data in a Time Series chart to compare the relative differences in percentage over time.
Explorer ()

Opens a data exploration view where you can interact with your data in real-time. Charts are auto-suggested as you select and deselect measures and dimensions.

You must first enable the Explorer for each story in the Stories area. See Enable Data Exploration in Preparing Stories for the Digital Boardroom for details.
VDT () Opens a value driver tree in its own dialog.
Preferences () Groups the Maximize () and Lane Setup () options together as sub-menus.
Maximize () and Minimize () For responsive story pages, use Maximize to expand the active lane to fill the entire viewing space. Use Minimize to return the lane back to its original size.
Lane Setup () Change how lanes are displayed for your responsive story pages, including how your content is arranged across multiple screens.
Refresh Topic () Refreshes the data for story pages in the active topic.
For live data connections, a refresh pulls the latest data from the connected data source for your stories. For imported data, a refresh only pulls the latest from the existing model data already imported into SAP Analytics Cloud.
Edit Prompts () Allows you to enter variable values for charts or tables that contain prompts. You can choose whether to apply the prompt values to every page in the presentation that contains the same model, or just to the page you're on.
Variance () Lets you add suggested variances to a chart, for example, comparisons to the previous period in a chart that's filtered to a single date member.

To add this option, at least one chart needs to have Enable Variance Option in Boardroom selected from the Styling panel in a story.

Reset Topic () Resets all changes made when interacting with a Digital Boardroom topic. After making changes, such as applying filters, you can refresh the topic and restore the page to its original state.

Meeting Minutes ()

Opens the Meeting Minutes panel, where you can create meeting minutes, and attach them to content within the agenda or dashboard, and publish them for others to see.

Meeting minutes are divided into sections and each section can be attached to a different topic or page.

Dashboard or Agenda () Opens a side panel where you can navigate directly to other topics in your presentation structure.
Jump to... () Jump to other topic pages via navigation links created in the canvas. Only for dashboards.

Override Story Styling

Your presentation may include many different stories, each with its own unique styling. You can override story styling when presenting in the Digital Boardroom, allowing you to create a harmonized visual look for your presentations. To override the story styling:
  1. Choose Design to display the Style panel.
  2. In the Story Styling section choose one of the following options:
    • Import Styling – Select and use an existing story's preferences as the theming guide for all other imported stories. All of the stories which have been imported into the presentation will be listed for the user to select.

    • Create Custom – Manually define both Page and Tile preferences in the Story Preferences dialog.

The styling override can be changed and deleted from the Story Styling section.