Skip to main content

Collecting insights for stories using snapshots

ON THIS PAGE

RELATED FLOWS

RELATED LEARNING

Collecting insights for stories using snapshots

To get your app's full picture, you need a way to collect the insights you encounter. To do this, you take static snapshots of your visualizations.

A snapshot is a graphical representation of the state (type and data) of a data object at a certain point in time that you can use when you build stories. The snapshot you take is a copy of the state. This means that the state of the snapshot does not change when the state of the corresponding data object gets updated.

When you take a snapshot you can make an annotation for your snapshot. The annotation helps you distinguish between the different snapshots in the snapshot library when you build your story. The annotation is not visible when you play the story.

After taking snapshots of a specific visualization, you can open the Snapshot library from the visualization's shortcut menu. From there you can decide which snapshots to keep and use in your stories. You can also edit the annotation and delete the snapshots. For more information, see Snapshot library.

Tip: When the snapshot library is opened from storytelling view, all the snapshots from all the visualizations in the app are displayed.

If the visualization you want to take a snapshot of is an extension, make sure to enable the snapshot functionality in its main script. To do that, set the snapshot property to true.

For more information, see Allow snapshots of your visualization.

Taking a snapshot

When you are in sheet view, you can take snapshots of the visualizations and use them to build a story in data storytelling.

You can take snapshots of all the different visualization types but not the filter panes.

Do the following:

  1. Hover over the visualization you want to take a snapshot of, in sheet view.
  2. Click Snapshot at the top right of the visualization or long-touch/right-click the visualization and select Snapshot .

    The annotation dialog opens.

  3. Pie chart Sales per Region and the snapshot annotation dialog open.

    Snapshot annotation dialog.

  4. Type a description to help you distinguish between the snapshots in the snapshot library.
  5. Click Save or click outside the dialog to close the dialog.

    The annotation is saved.

The snapshot is saved and named with the title of the visualization.

Viewing snapshots

When you are working on a story you can view all your snapshots from the snapshot library.

Do the following:

  1. Click Snapshot in the story tools panel, in storytelling view.

    The snapshot library is opened with your snapshots sorted by date with the most recent snapshot on top.

  2. Click Snapshot to close the snapshot library.

Editing annotations

When taking a snapshot you can choose to add an annotation. From the snapshot library, you can change the annotations or add annotations to snapshots without annotations.

Do the following:

  1. Click Snapshot in the story tools panel, in storytelling view.

    The snapshot library is opened with a list of all your snapshots.

    Tip: You can also access a snapshots library for each visualization. In sheet view, long-touch/right-click the visualization you want to view snapshots for and select Open snapshot library in the shortcut menu.
  2. Click Edit.

  3. Click the annotation text area, to the right of the snapshot name.

    Note: You cannot edit annotations for snapshots that belong to a published version of an app.
  4. Edit the annotation.

  5. Click Edit or outside the text area.

    The annotation is saved.

  6. Click outside the library to close it.

Deleting snapshots

You can delete a snapshot from the snapshot library, which contains all snapshots you have taken in the app. You cannot delete snapshots that belong to a published version of an app.

Do the following:

  1. Click Snapshot in the story tools panel, in storytelling view.

    The snapshot library is opened with a list of all your snapshots.

    Tip: You can also access a snapshots library for each visualization. In sheet view, long-touch/right-click the visualization you want to view snapshots for and select Open snapshot library in the shortcut menu.
  2. Click Edit.

    Editing is enabled.

  3. Select the snapshots you want to delete.

    Note: You cannot delete snapshots that belong to a published version of an app.
  4. Click Ö.

    The selected snapshots are deleted.

  5. Click Edit to stop editing.

  6. Click outside the library to close it.