Create a story

Now that you have a Home let’s create Stories!

What is a story?

A story is a viz/chart plus some context elements (commentary, recommendations, sources…).

Reading a story, I should be able to answer a clear established business need. As contributor or data storyteller, we are familiar with what we’re doing, so things appear easy. It may not be the case for your users. Teach them, take them by the hand, and make them comfortable reading complex information.

With the Studio, in just a few clicks select some data and a type of viz. Follow the Studio’s guidelines to customize your viz with all the available options.

Reminder

To be able to use the studio you must be a contributor of the application. The studio is available only from the staging mode. Changes made in the staging mode can only be available to the end-users if you publish to production.

Step 1: Create a chapter

Stories belongs to a chapter and sometimes even to a subchapter. This structure is very important in your data story telling, it helps the users read important and complex informations.

Chapters are available from the left side of the apps, in the menu.

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✏️ Exercises

  • Create an “Overview” chapter

Step 2: Give your story a title

Don’t forget to name your story 🙂

Choose an explicit, short title that helps the user understand what he/she will observe.

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✏️ Exercises

  • Create a “Trends” story
  • Click on Edit a story to continue the adventure!

Step 3: Create a chart

Just like for the tiles, you create a chart in 2 steps:

  • Choosing data, from the Dataset Editor
  • Configuring your viz from the Charts Parameters

✏️ Exercises

  • Click on Add a chart to follow along the steps below and create your very own linechart!
  • After creating this linechart together we will create some other charts, stay put

Dataset Editor

This is where you select the data you want to use in your chart. From this interface you can select a dataset from your available datasources.

  • 📝 I want to show the evolution of my revenue, what is the dataset containing this information?

Get a clear overview of your data and proceed to small adjustments to help your user understand what he/she’s looking at.

  • 📝 Is my revenue in $ or M$? Is it worst or better than last month?

From the interface, click on the column header to configure:

  • units
  • precision
  • sentiment/color coding
  • and much more…

Use the dataset viewer window to see live the results of your configuration.

💡 Did you know?

You can use Toucan Toco to adjust and enrich your data? Need to add calculations to your existing dataset? Want to add evolution to a specific metric? Merge datasources? 📖 Check out the data section of our documentation.

But just so you know, this is not available from the Trial Scenario 🙂

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✏️ Exercises

  • Click on Pick some data and select the story-trend dataset
  • Get a preview of what the data look like before moving on
  • Let’s add some units to tell the user the revenue is in $
  • Click on the revenue column header
  • Select Configure units
  • Type in ” $” (make sure to leave a space before the $)

Chart parameters

This is where you chose which chart you want to use.

Start by selecting a type of chart from the dropdown menu.

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Don’t hesitate to visit our viz gallery later on to learn more about each viz!

Then follow the placeholders to enter charts parameters. Don’t forget to use the preview window to check your changes live.

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Mandatory parameters

These are parameters required for the chart to show up.

  • For example, you can not create a chart without a value column. value is the column containing the data.
  • The line tile will not show up without a date parameter
Optional parameters

These are, well, optional parameters you can configure to enhance your chart.

  • For example, in the leaderboard I can choose to sort my bars

✏️ Exercises

  • Click on Chart Parameters
  • From the dropdown menu choose to create a linechart
  • Do not touch the dataset: my_dataset parameters. This is how the chart knows which data to use
  • For value, select the column of the dataset containing the line value; revenue
  • For date, select the column of the dataset containing the line dates; weeks
  • Check the preview to take a look at your awesome chart!
  • Click on Close to finish editing your chart

Note: You can click on the doc/book icon to get more info on this chart

Step 4: Enrich your story

Help your user understand what he or she is looking at. Pedagogy and context are very important.

You can add the following info from the Story Parameters menu:

  • Glossary : define terms, or explain KPIs from the collaborative menu
  • Commentary : explain how to read the story.
  • Source : tell where the data is coming from.
  • Recommendation : add videos, external link, or push recommendation from this menu.

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✏️ Exercises

  • Click on Story parameters
  • Add a Glossary:
    • Click on the dropdown menu under Specific glossary
    • Click on Create a Term
    • Type in a Term name, let say “Revenue”
    • Add a definition, “All stores combined” for example
    • Uncheck the option to “Make entry available on all stories”
  • Add a Commentary: “Weekly evolution since January”
  • Add a Source: “Toucan Toco”
  • Check the box to add a Recommendation:
    • Type in the following Advert: “Info”
    • Type in the following Content: “You can add images and video, or links to other information. Made for action! This is Toucan!”
  • Click on Save, at the top next to Story Parameters
  • Then re-click on Save to save your all story
  • Don’t forget to admire your work 🙂

See how fast you created a powerfull story? A meaningful viz, with context info to help your user and without a line of code!

Well done! Keep going with the 2 more viz below. soon we’ll use your very own data!

Step 6: Publish your changes

Make your changes available on production, to all your users!

From the toolbar, click on the spanner and select Publish.

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✏️ Exercises

  • Publish your changes
  • You’ll receive an email saying new data is available in your application
    • This a very cool Toucan feature!! Send out email notification based on a event, like new data for example!
    • In our case people who have access to your application will know you’ve made some changes 😀
  • Move on to the next section: Connect your data!