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Settings Overview

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This article will give a brief summary of the options in our Settings menu.

Dimensions Setup - Language

When using the Narratives for Tableau extension, you can customize how your narratives refer to your dimensions.  The first tab in the Settings Modal gives customization options related to language.

First, users can select the Verbosity of their story.  This setting allows users to adjust the length and level of detail in the narrative.   

Additionally, users can adjust how the narrative refers to dimensions in your data.  Automatically, dimensions are referred to as “entities” or “periods” depending on the story type.  By clicking the dropdown for each dimension (under the “Change the language used to describe the dimension(s)” header), users will see text boxes below each dimension.  Users are able to specify the singular and plural version of the dimension label in the text boxes (e.g., change “Period”/”Periods” to “Fiscal year”/”Fiscal years”).

Click the ‘Add Another Variation’ button and fill in the text boxes if you want the Narratives for Tableau extension to cycle through different references to the dimension.

Once you have specified your dimension language, you can click "Next".

Characterizations

The next step will be characterizing and providing additional context for the measures used in your narrative.

Creating_a_narrative_-_Characterizations_-_screenshot_1.png

On the “Characterizations” tab, users are first able to adjust how they want to describe their data, and, for continuous stories, reverse the order if necessary.  

 Additionally, you can tell the extension whether measure values should be considered Numbers, Percentages, or Money.  If you select Money, a dropdown will appear that allows for selection of the currency of your choice. If you select Percentages, the narrative will not only display the values as percentages, but the content will adjust to perform logical analytics on the percentage values that it may do differently on the raw values.

 Users can also teach the extension the sentiment associated with each measure, by telling the extension whether larger values are considered good or bad. The story will adjust based on if an increase in a measure is considered positive (e.g., revenue), negative (e.g., costs), or neutral (e.g., budgeted costs).  


Analytics

Each story type is powered by a different set of analytics.  In the “Analytics” tab, you can choose which of these analytics to run by toggling them on or off, as well as reorder the insights by dragging and dropping in order of importance.  In Continuous stories, thresholds and formatting options can be set for the Segment and Trendline analytics; these are discussed in detail elsewhere on this site.

Relationships

Using the Narratives for Tableau extension, you can assign relationships between measures in narratives about multi-measure visualizations:  ‘Portion,’ Actual vs. Benchmark' and ‘Current/Most Recent vs. Previous Period”'.

 

Portion Relationships (continuous or discrete story types)

Portion Relationships can be applied between measures, by telling the extension that one measure is a portion of the other (e.g., “Central Region Revenue” is a component of “Total US Revenue.”

 In the “Relationships tab,” you will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures, and use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

 

Relationships_-_portion_-_screenshot_1.png   Relationships_-_portion_-_screenshot_2__1_.png

After you've selected the parent measure, your relationship will be saved. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more Portion relationships by using the dropdowns.

After you've selected the parent measure, your relationship will be saved. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more Portion relationships by using the dropdowns.

Relationships_-_portion_-_screenshot_3.png

 

Actual vs. Benchmark Relationship (continuous and discrete stories).  

Another type of relationship between measures could be when one measure is meant to be the benchmark for the other. Examples of this could be comparing the total return of a mutual fund vs. some index or comparing actual sales to a sales target.  Applying the ‘Actual vs. Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

 Click "Actual vs. Benchmark" to identify the related measures, and use the drop downs to specify that one measure is a the benchmark for another.

 After you've selected the parent measure, your relationship will be saved. You can click the "x" on the right side in order to remove this relationship.

 

Current/Most Recent vs. Previous Period.

 In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

 

In the 'Relationships' tab, you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

Relationships_-_current_previous_-_screenshot_1.png

 

Use the drop downs to select which measure reflects the current/most recent period and which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

Relationships_-_current_previous_-_screenshot_2.png

You can click the "x" on the right side in order to remove this relationship. Once you click the back arrow in the upper-left, a new narrative will be generated.  This relationship can also be applied to discrete narratives.

 

Applying More than One Relationship

Users can now apply both 'Actual v. Benchmark' and 'Current/Previous' relationships at the same time on datasets.

 Any measures that are in the visualization that are not part of the relationship configuration will be discussed in separate drill down paragraphs.

 

Messaging

 The 'Compare to Benchmark' and 'Time Period Comparison' relationships require certain scenarios in order to be activated. For example, a metric can only be compared to a benchmark if the two measures have the same 'value type', or the time period comparison can only occur in a discrete analysis narrative. The 'Relationships' window within narrative settings will provide the user with a checklist of these conditions.

 

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