Once you create an analysis you can save and share your insights. Saved analyses are called views. These views are saved into stories.
- Stories can contain views from a table, a graph or a dashboard page.
- Stories can contain views from different projects.
- Views and stories can be exported to PPT or Excel.
Infotools Harmoni will automatically update the data in story views.
Get started
1. Create a new story
Using the Save View icon Icon only appears when you’re in a data table, graph, or dashboard. throughout Infotools Harmoni allows you to save your current view.
- Clicking on + will create a new story and capture the current screen you’re on.
- You can group saved views into different stories.
2. Add views to your story
Save a view into a story using the save view icon +.
If the + is grey the view being saved is added to a new story.
If the + is orange the view being saved is added to the selected story.
3. Organize your story
You can name your story and views and arrange the order. You can also add comments to any view in your story.
- Name your story - By default, your new story will be named New Story_1. You can rename your story by clicking on the Edit story name icon.
- Name a story view - By default, all views are given a name from the across and down axis. You can rename your view by double-clicking on the text within the views thumbnail.
- Rearrange the order of your views - Once you have saved a few views, click and drag the views in the order you wish to see them.
- Add Comments to a view - You can add comments to any part of your story.
4. Share your story
Once you are done building your story, you can then share it with your clients or colleagues.
Share the entire story
- Via a dedicated URL. You first need to publish your project and then share the URL. Learn more about Publish.
- Export entire stories to PPT or Excel by selecting the story and choosing export story as.
Share a single view
- Via a dedicated URL. You first need to publish your project and then share the URL. Learn more about Publish.
- Export a single view to PPT or Excel by selecting the view and choosing export view as.
Where to from here?
Comments
0 comments
Please sign in to leave a comment.