Create a Storyboard

Use this document to create a storyboard for presenting an analysis process, explanations, calculation steps, and charts.

Before You Start

• You have logged in to FineBI Next.
• You have access to a project where you can edit content.
• You have prepared analysis steps or charts that you want to present.

What a Storyboard Does

Use a dashboard when you mainly need to display charts.

Use a storyboard when you need to explain how an analysis conclusion is reached. A storyboard can include text, analysis steps, calculation explanations, and charts, so it is suitable for an analysis report.

Creating a Storyboard

1. Open a project.
2. Click +.
3. Select Storyboard.
4. Create a blank storyboard.

Screenshot needed: Create a storyboard from a project.

Adding Text

Add text to describe the background, conclusion, or explanation of the analysis.

1. Add a text component to the storyboard.
2. Enter the text content.
3. Set the text style, such as heading level, color, and alignment.

Screenshot needed: Add and style text in a storyboard.

Adding Analysis Steps

A dashboard usually shows final chart results. In a storyboard, you can also add analysis steps and show the result data of those steps. This helps viewers understand why the analysis result is reliable.

1. Click Analysis Steps.
2. Select one or more steps. To select multiple steps, press Ctrl or Shift.
3. Drag the selected steps to the storyboard.
4. Save the storyboard.

Screenshot needed: Add analysis steps to a storyboard.

When viewers open the storyboard, they can expand an analysis step to view its result data.

Screenshot needed: Expanded analysis step in a storyboard.

Adding Charts

Add charts when you need visual evidence for the analysis conclusion.

1. Click Charts.
2. Drag a chart to the storyboard.
3. Adjust the width and height of the chart.
4. Save the storyboard.

Screenshot needed: Add a chart to a storyboard.

Screenshot needed: Adjust chart size in a storyboard.

Result

After you complete the configuration, the storyboard presents the analysis process and final results in a report-style layout.

Next Steps

• Analyze Data
• Create Charts
• Create a Dashboard
• Publish Content