Quick BI provides the Story Builder widget to display the storyline of charts in a dashboard. The Story Builder widget displays the mind map of data analysis for a single report. This topic describes how to add and configure the Story Builder widget.

Prerequisites

A dashboard is created. For more information, see Create a dashboard and Overview.

Background information

Only the Quick BI Enterprise Standard edition supports the Story Builder widget.

Quick BI supports the following three methods to display storylines:
  • BI portal: You can use a BI portal to logically organize multiple report objects based on the data analysis reports that you need. This method is suitable for scenarios in which multiple reports are displayed.
  • Tab widget: You can configure multiple charts in the same tab widget. This allows users to view multiple charts in a centralized manner. This method is suitable for scenarios in which multiple charts are displayed in a single report.
  • Story Builder: The Story Builder widget displays the mind map of data analysis as a storyline. This method is suitable for scenarios in which only a single report is displayed.

Add the Story Builder widget

  1. In the top navigation bar, click Workspace. On the page that appears, click Dashboards in the left-side navigation pane.
  2. On the Dashboards page, click Create Dashboard.

    If you use the Quick BI Enterprise Standard edition, you must select a mode. You can select Standard or Full Screen. In this example, the Standard mode is used.

  3. On the top of the canvas, click the 1 icon to add the Story Builder widget to the dashboard.
  4. In the upper-right corner of the canvas, click the 2 icon and then configure the style for the Story Builder widget. 34For more information, see Configure the style.
  5. In the upper-right corner of the canvas, click the 44 icon. The story nodes are displayed.
    In the story node list that is displayed on the left side of the View icon icon, select a story node to locate the chart that corresponds to the selected story node.
    • View icon: The story node list is displayed.
    • 44: The story node list is hidden.
  6. In the upper-right corner of the canvas, click the Delete icon icon to delete the Story Builder widget.

Configure the style

  • In the Basic Settings section, configure Component Position, Component Style, and Default Status.

    You can set Component Position to Top Horizontal or Right Vertical.

    If you set the Component Position parameter to Right Vertical, the Component Style and Default Status parameters are displayed.
    • You can set the Component Style parameter to Menu Tree or Tab.
      Figure 1. Tab mode
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      Figure 2. Menu tree mode
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    • You can set the Default Status parameter to Hide by Default or Show by Default.

      After you configure the Default Status parameter, you can see the effect on the canvas.

  • In the Story Nodes section, click the 1234 icon. In the dialog box that appears, configure the Node Type parameter to specify a node adding method and describe the story nodes.
    • You can set the Node Type parameter to Auto Select or Manual Select.
      • If you set the Node Type parameter to Auto Select, the system automatically generates story nodes based on the charts in the dashboard and the layout of the dashboard. The order of the story nodes automatically changes when the positions of the charts in the dashboard change.
      • If you set the Node Type parameter to Manual Select, you must select charts from the thumbnail list. The selected charts are set as story nodes. The charts that are not selected and the charts that are added after you configure this widget are not displayed in the story node list.
    • In the Edit Story Nodes section, you can change the story node names.
      Note The story node list can contain up to 20 story nodes.