Permissions: All Analytics users can create stories and view published stories.

Stories enable users to share data insights by creating a narrative from Analytics visualizations in CDA or CTOA. Stories combine reporting, presentations, and exploratory analysis by using snapshots of visualizations as slides.

During a presentation, users can open the source visualization from a snapshot to access the latest live data and continue exploring results without leaving the story.

Stories are organized into the following sections:

• Community: Stories published by other users.
• Published by me: Stories created and published by the current user.
• My own: Unpublished stories created by the current user.

Note: Stories remain private until published.

Create a Story

Use the following steps to create a new story.

1. Select Narrate Storytelling from the Analytics app drop-down menu to open the Storytelling window.
2. From the My own section, click Create new story.
   
3. A story with the default name, My new story, is created. The default name is highlighted. Optionally, enter a new name. 
4. Click the More icon, or right-click the story thumbnail to access additional options, such as Play, Publish, Rename, Details, Download as PDF, Download as Power Point, Duplicate, or Delete.
5. Select Details. 
6. In the Details window, click Edit details, and update the title and description, if needed.
   
7. Optionally, update the thumbnail image.
8. Click Done.
9. Click X to close the Details window.

Add Content to a Story

Use the story toolbar to add snapshots, text, shapes, effects, media, and live sheets.

Common toolbar options include:

• Add new slide: Adds a slide to the story.
• Snapshot library: Opens saved snapshots that can be added to a slide.
• Text objects: Adds a title or paragraph to a slide.
• Shapes library: Adds shapes and icons to a slide.
• Effects library: Applies visual effects to supported chart snapshots.
• Media objects: Provides access to media available in the platform.
• Sheet library: Adds a live sheet to the story.

For all available toolbar options, see the Story Toolbar Reference table.

Add a Slide

1. Click the View all slides icon.
   
2. Click Add new slide.
   
3. Add additional slides as needed.
4. Click and drag slides to the desired location.

Delete or Duplicate a Slide

1. Right-click a slide thumbnail.
2. Select Delete to remove the slide, or select Duplicate to create a copy of the slide.

Add Text to a Slide

1. Click the Text objects icon.
2. Select Title or Paragraph.
3. Drag the text placeholder onto the slide.
4. Double-click the text placeholder, and enter the text.
5. To format the text, select the text, and use the formatting options to change the font style, color, or add a hyperlink.
   

Add a Snapshot

1. Click the Snapshot library icon.
2. Drag a snapshot onto the slide.
3. Optionally, reposition or resize the snapshot.

Add a Live Sheet

Embed a live sheet.

1. Click the Sheet Library icon.
2. Select the sheet to add.
3. Update the alignment if needed.
4. To remove the sheet, click the Delete icon.

The sheet is added as the last slide.

Note: The current selections and filters are saved with the live sheet. Those selections remain applied each time the sheet is viewed in the story. Sheet library is the only content option that automatically adds a new slide.

Play a Story

1. Select the slide where playback should begin.
2. Click Play story. The story opens in full-screen mode.
3. Click Actions, and then click Next to move to the next slide.
4. Click Close to exit full-screen mode.

Interact with Embedded Sheets

When previewing or viewing a published story, interact with a live embedded sheet to further analyze data. 

• Filter results on current sheet: Click a data point, and then click the checkmark to filter the results on the current sheet.
• Reset selections: Click Reset selections to restore the selections and filters that were applied when the live sheet was added to the story.
• Go to sheet: Click Go to sheet to open the active sheet. Navigate to other sheets or apply additional filters as needed. Click Narrate Storytelling to return to the story.

Publish a Story

Stories remain private until they are published.

Note: Published stories cannot be edited. Unpublish the story before making changes.

1. From the My own section, locate the story to publish.
2. Access the Publish option by using one of the following methods:
   • Click the More icon next to the Analytics app name, and then select Publish story.
     
   • Click the More icon on the story thumbnail, and then select Publish.
     
   • Right-click the story thumbnail, and then select Publish.
3. Review the confirmation message.
4. Click Publish.

The story is published, appears in the Published by me section, and is visible to users with access to the current Analytics application.

Unpublish a Story

1. From the Published by me section, locate the story to unpublish.
2. Access the Unpublish option by using one of the following methods:
   • Click the More icon next to the Analytics app name, and then select Unpublish story.
   • Click the More icon on the story thumbnail, and then select Unpublish.
   • Right-click the story thumbnail, and then select Unpublish.
3. In the confirmation window, click Unpublish to continue, or click Cancel to keep the story published.

The story is unpublished, can be edited, and is no longer visible to other users.

Export a Story

Export a story to Microsoft PowerPoint or PDF.

1. Access the PowerPoint or PDF export options by using one of the following methods:
   • While viewing the story in Play story mode, click Actions, click the Export story icon, and then select Export story as PowerPoint or Export story as PDF.
   • Click the More icon next to the Analytics app name, and then select Export story as PowerPoint or Export story as PDF.
   • Click the More icon on the story thumbnail or right-click the story thumbnail, and then select Download as PDF or Download as Power Point.
2. Follow the prompts to complete the export.

Story Toolbar Reference

ICON	DESCRIPTION
Available from the top left of the window
	Add new slide: Adds a slide to the story. To remove a slide, right-click the slide thumbnail and select Delete.
	Snapshot library: Provides access to saved snapshots that can be added to the story.
	Text objects: Provides options for adding a title or paragraph to a slide.
	Shapes library: Provides access to shapes and icons that can be added to a slide. After insertion, shape and icon colors can be modified.
	Effects library: Applies one of three effects to bar charts, line charts, or pie charts. Highest value: For visualizations with a single dimension and measure, highlights the highest value by adding a label and dimming the remaining values. For visualizations with grouped values, highlights the highest value in each group. Lowest value: For visualizations with a single dimension and measure, highlights the lowest value by adding a label and dimming the remaining values. For visualizations with grouped values, highlights the lowest value in each group. Any value: For visualizations with a single dimension and measure, highlights a manually selected value by adding a label and dimming the remaining values. For visualizations with grouped values, highlights a selected measure or dimension in every group where it occurs.
	Media objects: Provides access to media available within the platform. Uploading images to the media library is not supported.
	Sheet library: Provides access to standard sheets and saved sheets. When a live sheet is added, the current selections and filters are saved with the sheet and remain applied each time the story is viewed.
	Cut: Removes the selected object from the slide.
	Copy: Copies the selected object on the slide.
	Paste: Pastes a copied or cut object onto the slide.
	Delete: Removes the selected object from the slide.
Available from the top right of the window
	Undo / Redo: Reverses or restores the most recent action.
	Play the story: Plays the story beginning with the active slide.
Available from the bottom center of the slide
	Actions: Provides options to navigate through the story and export it to PowerPoint or PDF. Available only in Play mode or when viewing a published story.