Setup the content of the StoryCreator

In the setup panels you can define which questions, filters, calculation type, export formats etc. that shall be available in the StoryCreator report.

To setup the content in the StoryCreator, simply click the “Setup” button, and a setup window will appear. This button is only displayed for Administrator users. 



The setup window is divided into the following panels:

  • Hierarchical Filter (the panel is only shown if the project has a hierarchical filter)
  • Variable subsets (the panel is only shown if the project has Variable subsets defined)
  • Question blocks (the panel is only shown if the project has a Question blocks defined)
  • Questions
  • Calculation types
  • Filters
  • Static Filters
  • Time period
  • Moving averages
  • Intervals
  • Chart types
  • Weighting
  • Base size limits
  • Decks
  • Report format
  • Export format
  • Color templates
  • Layout templates
  • Device filtering
  • Smart functions

The image below shows the Setup window.



Hierarchical filters
In the hierarchical filter panel the following settings can be made:

  • The hierarchical filters can be turned on and off
  • The label of the hierarchical filter can be defined
  • You can define which hierarchical filter nodes will be shown
  • You can limit the selections to single selection or allow multiple selections in the hierarchical filter tree


 The image below shows the setup of the Hierarchical Filters.


Variable subsets
In the Variable subset panel the following settings can be made:

  • The Variable subsets can be turned on and off
  • The label of the Variable subset list can be defined
  • You can limit the selections to single or multi selection

The image below shows the setup of the Variable subsets. The Variable subsets you wish to show shall be ticked.




Note: Variable subsets are used to limit the content in the question and answer lists so the logged in user only sees the Variable subsets he/she has access to. Variable subsets are not filtering the content in the Filter tab. For limiting filter options, per user, apply “access to filters” in project settings page and give the users relevant access rights.



Question blocks
Here is where you select which question blocks will be shown in the StoryCreator. By default, the option “All” is selected. This means that all question blocks are shown, even those which are created after the setup of the cross table tool. To limit the content, choose “Select” and then you can select which question blocks you would like to show in the cross table tool.


The image below shows the setup of the Question Blocks. The “All” option is selected by default. If “Select” is enabled, then the desired question blocks you wish to show shall be ticked. The non-ticked question blocks will not be shown.


Questions
Here is where you select the questions to be shown in the StoryCreator. By default, the option “All” is selected. This means that all questions are shown, even those which are created after the setup of the StoryCreator. To limit the content, choose “Select” and then you can select which questions to be shown in the tool.


The image below shows the setup of the questions. The “All” option is chosen by default. If “Select” is enabled, then you can choose which questions from the list will be shown. The non-ticked questions will not be shown.



Calculation Types 

In the calculation panel, you can select which calculation options will be shown in the StoryCreator. By default, all calculation types are enabled. For each of the calculation types you can also set a default unit text and the default number of decimals the result will be displayed in.


 The image below shows the setup of the calculations. The ticked options will be shown for the report users.




Filters
Here is where you select the filters to be shown in the StoryCreator. The ticked filters will be shown for the report users.


The image below shows the setup of the Filters




Static Filters

In the Static Filter panel you can apply static filters to the StoryCreator. A static filter filters always the data, the users cannot turn this filter off.

Except from applying a static filter, you can also select if the filter information, displayed in the bottom of the chart, shall include the static filter or not.


Here we see the Static Filter panel, in this example the result in the StoryCreator is always filtered by Swedish respondents. 



Note: If selecting multiple options within a filter variable these are treated as “OR”. If selections have been made in multiple filter variables these are treated as “AND” between the variables. 


Here we see an example of multi selection in the Static filter setup, in this case the static filter will include all Swedish respondents that are either 15-24 or 25-34.




Time Period, Moving Average, Interval 

In the Time period panel you select which time period option the user will be able to use. The “Full period” is the default option for the report users, so the Full period cannot be disabled (see image further down).

In the moving average panel, you can turn the ability to use moving average calculations on and off (see image further down).

 In the interval panel, you can limit the interval options (see image further down).


The image below shows the setup of the Time period, Moving average and Interval. The ticked options will be shown for the report users.




Chart types and series options 

In the Chart type panel you select which chart types the user will be able to use and in the series option you will be able to select which series types that can be applied to each chart (side by side, stacked and full stacked).

 

The image below shows the setup of the chart types and the related series options.



Weighting 

In the weighting panel, you can select if the user will be able to view the result based on weighed data, un-weighed data or if they will be able to select between weighted and un-weighted results. If the user can select, then the result is weighted by the default.

Note: A minimum of 1 option must be selected.


The image below shows the setup of the weighting options. The report users will see the ticked options.



Base size limits 

In the base size panel, you can select if any specific limits will be set to default when it comes to hide or warn for low base sizes. You can also apply default limits and hide the controls so that the report user cannot change the limits. This is useful when a result will not appear if the base size is below a certain number. In those cases, the desired limit is set as default and the option “Editable by user” is disabled.


The image below shows the setup of the base size limit options.




Decks

In the Deck panel you select if the users should be able to save their decks for future usage or not. The users are allowed to save their decks by default and it is recommended to keep it like that unless you have a project where the same user account is used by multiple persons via a shared SSO link. In these cases the ability to save decks should be removed as the decks will not be personal and hence to that be edited and deleted by anyone with access to the SSO link.


Here we see the Decks panel.

 


Report format

The slide size of the StoryCreator is adjusted in the Report Format panel.  Any of the standard formats can be used, or you can enter a custom slide size. The following standard sizes are supported:

  • PPT 4:3 (960x720)
  • PPT 16:9 (1280x720)
  • A4 landscape (1123x796)
  • A4 portrait (796x1123)

Note: No matter what format you are using, the same report functions and behavior are applied to all. The only exception is the ability to make PPT exports, these are only available if any of the PPT formats are used.

In the Report format panel you can also activate to show the PPT template as slide background in the StoryCreator.


Here we see the Report Format panel. 



Export format

In the Export panel you can select which export options that shall be available, PPT, PDF and Excel are supported.


The image below shows Export format panel.



Note 1: The PPT option is only available if the slide size formats are PPT 4:3 or PPT 16:9 (see previous chapter for setting slide size).

Note 2: When exporting to PPT, the PPT .pot or .potx (template) file defined by the project theme is always used. This adds a first page, header, footer, and a last page. This is different from the PDF export, because the PDF is just an export of what is shown online and does not contain any additional first/last page or footers.

Note 3: The export to Excel is a non-styled extract of the chart and table results to an Excel file, the results are exported as tables and not as charts


Color templates

When setting colors on texts, series in charts, gridlines, chart background etc. a color picker is used. The color picker can consist of two tabs, a tab for selecting among a set of standard colors and a tab for selecting a template color. If applying a template color to an item it gets connected to the color template, if the color template is updated the color of the item becomes updated automatically.

In the Color Template panel you can define if Color templates shall be available or not, you can either turn off all templates or tick the templates to be available for the users.  If the “All” option is used all the existing but also all future added color templates becomes available to use.


Here we see the two tabs in the color picker 


Here we see the Color template panel for limiting which templates to be available to use in the Template tab in the color picker. 


Layout templates

In the Layout template panel you adjust the margins to be used to determine the size of charts and text boxes added to the slide when a Layout template is selected. You can define the top, bottom, left and right margin but also the margin between charts.

Except from defining the margins you can also set the default height of the slide title, slide sub title and slide footer text boxes. 

Both settings described above can, with advantage, be adjusted so the objects do not cover, for example, the slide footer or the slide header in the PPT template file.

The first image below shows the margins in a Layout template, the second image shows the Layout template panel for adjusting these margins.


Here we see the margins in a layout template.




Here we see the Layout templates setup panel. As shown the margins are defined in %, and not pixels, to fit different slide sizes like for example PPT 4:3 and PPT 16:9.



Device filtering

In the Device filtering panel  you can activating device filtering which means that you for example can setup rules so the StoryCreator only appears when the user uses a large screen (for example a desktop) and not when the user uses a small screen (for example smart phone). To activate the filtering, enable the “Activate device filtering” option, as shown in the image below. When the option is enabled, you can select which screen sizes the StoryCreator report will be shown in.

Note: The device filtering is disabled by default. This means that a report is shown in all devices until the device filtering is activated.


The image below shows the setup of a device filter. The StoryCreator in the image will only appear when the user uses a medium or a large screen device (usually tablets and desktops).


Smart functions

In the Smart function panel you can define if the smart positioning of items (such as questions, answers, intervals etc.) in axis and legend should be applied by default or not. The settings defines the default behavior only, the user can always turn the smart positioning on and off in the Axis and Legend entries panel.

In the same panel you can also define if the “Chart recommendation logic” shall be applied or not. If it is applied, chart types with a good fit to visualize the current data are highlighted with a green thumb up and the less suitable chart types are highlighted with a red thumbs down. The logic used to recommend chart types is based on the selected calculation type, number of questions, number of answers, number of filter compare series and time interval for the chart.

As an example, full stacked charts, pie charts and donuts are not recommended when the selected calculation type is not count or percentage shares, horizontal line charts are not recommended if no interval is present and so on.

Note: There will always be edge cases that cannot be covered with smart logic so the recommendations should be treated as suggestions and not strict rules.


The image below shows the setup of a Smart functions.




 Here we see the thumb icons used to indicate which chart types that are a good fit to visualize the current data in. These “recommending” icons are only appearing if the Chart type recommendation logic has been turned on.



Note 2: if you change defaults (like base size limits, number of decimals, units etc.) these will not be applied to already saved favorites/templates.