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Data storytelling

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Data storytelling

With data storytelling you can create a presentation based on the data in your app. You can take snapshots of selected visualizations and use them in your narrative together with text, shapes, and effects.

You create slides and design the story with your particular audience in mind. In your narrative you focus on key elements and create a convincing story to make your message clear.

An additional, useful feature of data storytelling is that you can easily switch between a snapshot in the presentation and its context in the app. In the app context, you can make new selections and continue the analysis from where you left off in the presentation.

After the analysis, you can resume the presentation.

Taking snapshots

You will start the creation of your story by taking snapshots in the app. In the top right corner, use Previous to move to the sheet Dashboard.

In the presentation you will focus on the three largest regions and analyze the sales trends.

  1. Right-click the visualization Sales per Region and select Take snapshot.

  2. In Region, select Nordic.

  3. Right-click the visualization Top 5 Customers and select Take snapshot.

  4. In the annotation dialog that opens:

    1. Type "Nordic" in the annotation text field.
    2. Click outside the annotation dialog to close it.
  5. Right-click the visualization Quarterly Trend and select Take snapshot.

  6. In the annotation dialog that opens:

    1. Type "Nordic" in the annotation text field.
    2. Click outside the annotation dialog to close it.
  7. In Region, deselect Nordic and select USA.

  8. Take snapshots from the same visualizations as for Nordic (Top 5 Customers and Quarterly Trend) and annotate them with "USA".

  9. In Region, deselect USA and select Japan.

  10. Take snapshots from the same visualizations as for Nordic (Top 5 Customers and Quarterly Trend) and annotate them with "Japan".

You have taken all the snapshots you need and can start creating your data storytelling slides.

Creating a simple story

You will create a short and simple story, where the focus is on creating a few slides with snapshots and titles. A screen shot of the slide is presented before the step-by-step instructions.

Slide 1

Slide with title 'Three largest regions' and three snapshots of pie charts.

Slide with a title and three snapshots.

  1. In the toolbar, select the Narrate tab.

    The data storytelling editor is opened.

  2. Click Text and drag a title to the slide.

  3. Type the title Three largest regions.

  4. Click Snapshot to see the snapshots that you took previously.

  5. Drag the pie chart Sales per Region snapshot to the slide.

  6. Resize the pie chart and place it to the leftmost on the slide.

  7. Click Effects to open the Effect library.

  8. Drag the option Any value to the pie chart.

    The value USA is automatically highlighted.

  9. Copy the pie chart and paste it next to the first one. You can either use Ctrl+C and Ctrl+V or Duplicate and Paste in the toolbar at the bottom.

  10. In the new pie chart, click Effects and select Nordic in the list Select data point.

  11. In the same manner as for the second pie chart, create a third pie chart and highlight Japan.

The slide is complete.

Slide 2-4

Slide with title 'Nordic' and two snapshots of a bar chart and a line chart.

Slide with one title and two snapshots.

Slides 2-4 show the top five customers and the quarterly sales trend for the three regions. The snapshots are stored in the library in the order they were taken, with the latest one at the top. If you have followed the procedures when taking these snapshots, the two at the top should be Japan, the two ones below, USA, and the remaining two, Nordic.

  1. In the lower left-hand corner, click Create new and add a blank slide.

  2. Click Snapshot to see the snapshots.

  3. Drag the Top 5 Customers bar chart for Nordic to the slide.

  4. Drag the Quarterly Trend line chart for Nordic to the slide.

  5. Click Text and drag a title to the slide.

  6. Type the title Nordic.

  7. Resize and align title and snapshots according to the screenshots.
  8. Right-click the sheet Nordic in the story timeline to the left and select Duplicate to create a new sheet that can be used as a template for the next sheet.
  9. Change the title to USA.
  10. Select the Top 5 Customers snapshot and click Snapshot to open the Replace snapshot dialog where you select the second snapshot in the list. If you followed the instructions it has the annotation USA.

    Tip: You can right-click the snapshot and select Go to source, if you want to see the selections in that version of the snapshot. Then, click Return to go back to the story.
  11. Replace the Quarterly Trend snapshot just as you did with the Top 5 Customers snapshot.
  12. Duplicate the USA sheet and adjust it to present Japan. Now use the snapshots in the top of the list in the Replace snapshot dialog. If you followed the instructions they have the annotation Japan.

When analyzing these slides it is important to know that the figures for 2014 are half-year figures. Extrapolating the figures for the full year would then give different forecasts for the different regions.

The story is complete. Click Arrow right in the upper left corner to play your presentation. You can navigate with the left and right arrow keys.

Close the story and make edits, if needed. Below the slide you have tools for cutting, copying, and pasting that can be useful when you edit your presentation. And, of course, you can use the panel to the right.

Switching between data storytelling and the app context

In data storytelling, you can switch any time from the presentation to the app context. Right-click the snapshot and select Go to source to open the app sheet where the snapshot was taken. This gives you a dynamic option to leave the presentation and make data analysis in response to questions from the audience. When you have finished analyzing, you return to the presentation by clicking Storytelling in the toolbar.

The go to source option is also useful for the special purpose of verifying that the right bar charts and line charts are used. When you select Go to source you will see which region is selected for that specific snapshot.

Additional options

There are many options that have not been used in this story. Experiment on your own. Try and add effects to the bar chart. Add a new slide and embed a complete app sheet where you can make selections when you are in play mode. Add URLs or bookmarks to text strings. There is plenty more to discover.

Thank you!

You have reached the end of this tutorial. We hope that you have learned a few things and realized that app creation sometimes can be pretty easy and even somewhat fun. Qlik Sense is a powerful tool that is capable of far more than what has been shown here. This is just the beginning!