Stories/Visualizations

Overview

Stories in InfoXD are individual charts, tables and KPIs which can be added to boards. InfoXD allows it's users to either import stories directly from Qlik sense or create custom stories as per user needs.

Navigate to Customize boards page and click on Stories tab to view all the stories available.

The following section, we'll look at the basic operations that can be performed on stories.

Basic Operations

Adding new stories to the board

There are two ways a user can add stories to the board

Adding stories directly to specific boards from the story list.

For this user needs to navigate to the 'Customize boards' page and click on the Stories tab. Then click on the + icon on any story which he/she needs to add. Using the dropdown list of available boards, users can add the story to a particular board they need. When the user opens that particular board, the story he/she added will be present in it.

Adding stories from the boards.

User can add stories inside a board in which he/she is working on. For this user needs to navigate to the Customize boards page and click on the Boards tab. From the boards list click on any board to open it.

Once the board is opened, you can find a New stories button on the top of the page below the header. There's also a grid down below naming 'New stories' to add a story to the board. Click either of them to add stories.

When the New stories button is clicked, a popup modal will open with all the available stories segregated by their groups. Now open any group by clicking on it, select the stories you want to add and close the modal. The stories you selected will be added to your board.

Modal settings

Modal settings allows user to write expressions to trigger the modal to display the data when necessary conditions are met. User can also configure events to execute when modal is closed.

To configure modal, follow the steps below

Click on the Modal button on the top.

Now select the properties from the search box to add to the modal.

Once you select the property, click on the 'fx' icon for writing expression to execute and click on Save.

Now click on Settings icon for modal on close trigger setting.

Now from the search bar, select the functions that is to be executed on close of the modal. User can select multiple functions.

Click on Edit icon on each function to write Qlik expressions and save it.

Now the modal is successfully configured with triggers.

Adding custom components

InfoXD allows it's users to add custom components like dividers, images, line & text to the boards. Users can do that by clicking on Add custom components button at the top and selecting the type of component from the modal.

Dividers

To add a divider, select any divider of your choice and a popup will be displayed. Add required details in the modal and save it

Form input	Input type	Input example
Divider title	Text	My divider
Background color	Qlik expression	='blue'
Text color	Qlik expression	='white'
Line color	Qlik expression	='blue'
Border radius	Number(in pixel)	0
Line width	Number(in pixel)	1

Now adjust the divider as per your requirement using the resize handles.

Text

Click on text component to configure and add text.

Form input	Input type	Input example
Enter text	Text	Lorem ipsum is a dummy text
Text color	Qlik expression	='blue'
Text alignment	Qlik expression	Left, right, center

Line

Same as other components, a horizontle or vertical line can be created using custom components.

Form input	Input type	Input example
Background color	Qlik expression	='blue'
Line color	Qlik expression	='white'
Border radius	Number(in pixel)	0
Line alignment	Dropdown	Horizontle, vertical
Line width	Number(in pixel)	2

These custom components can also be edited using 'Edit' icon present at the top right corner of each component.

Save and Dashboard view

Users can click on Save button to save the changes they've done to their board and the same will reflect in the dashboard. Users can click on Dashboard view button to directly navigate to the dashboard.

Story specific settings

Create Toggle

Users can switch between the charts from the dashboard using radio buttons or dropdowns or a simple button on the chart. Create toggle option allows user to configure this function

User can add multiple charts to toggle with using Add chart icon. User can also edit the default chart by clicking on the Edit icon and again lock it using lock icon. Created chart can also be deleted using Delete icon. Once a new chart is added, user can view the preview of it in the Preview section at the bottom of the modal.

Users can decide which toggle object suits best for his/her chart from radio buttons, dropdowns, and buttons. Whatever the user chooses, it'll be reflected in the preview section. User can also display dynamic label using Global expression.

Top/Bottom

InfoXD allows users to define the number of top values & number of bottom values to be displayed in the chart. Eg., Top 5 cities in the growth list or bottom 5 products which aren't doing well.

User can check the top or bottom boxes or both as per the need & input the desired value.

The output will be as follows. The chart will have two input boxes each one for top and bottom. The data will be displayed as per the input.

User will have one more option to toggle between top & bottom. It can be done by enabling the Showlabel checkbox.

On hovering Top label, a tooltip with the Bottom label will appear. By clicking it, the user can switch between top to bottom and vice versa.

Setting

Using 'Settings' InfoXD allows users to modify the size, metrics, and type of the chart. In the 'Chart' tab, the user will have a wide range of charts to choose from. In the same tab, users can enable disable existing dimensions & measures using their respective checkboxes.

The chart settings which user made can be seen as a preview in Preview tab. In the Appearance section of the Preview tab, user can add story title, story subtitle & story footnote. If the chart settings are satisfactory, user can save it and changes will reflected in the dashboard.

Grid Fillter

Users can add a filter inside a grid/chart for quick access. User can decide if it's going to be a button/radio button or a dropdown. For this user needs to select a field from the Field dropdown and type of the component from Type dropdown and save it.

Help Command

Users can make comments to a specific chart using this option.

Export from variable

The user can export the chart from a qlik variable using this option.

Export Option

There will be options to export to Excel and PDF in the export settings. The export option in the charts can be viewed based on the user's choosing.

Board Redirection

Boards redirection will route you to a specific board depending on a qlik trigger, and the redirection may be adjusted using the options.

Form input	Input type	Parameter	Parameter example
Board to redirect	Dropdown	List of all the available boards	New board
Background color	Qlik expression	nan	='blue'
Text color	Qlik expression	nan	='white'
Icon color	Qlik expression	nan	='blue'
Icon to display for tooltip	Link/URL	nan	https://www.seekpng.com/ima/u2q8o0w7e6u2w7y3/
Custom name for the tooltip	Text	nan	Navigate to new board

Other Additonal options

A below option can be offered in the settings for a certain chart.

SNo	Chart option	Function
1	Read only	All the functions of the chart will be disabled. User cannot be able to perform any actions.
2	Hide heading	Hides the heading which includes chart title and all the other functions
3	Transparent background	The particular grid/chart will have transparent background instead of white.
4	Hide annotation	Hides the create annotation and view annotation options from the chart menu.

Read Only

This option allows the user to simply look at the chart without performing any actions.

Hide Heading

The chart's heading can be concealed or exposed.

Transparent Background

Transparent Background Charts can have a transparent background.

Hide Annotation

Create annotations and view annotations can be concealed in a single article.

Creating custom stories

Apart from importing stories from Qlik Sense, InfoXD permits it's users to create custom stories. To create custom stories go to Customize boards page and click on Stories tab. In the right hand side click on Add icon.

When Add button is clicked, Add custom story modal will open which will have a list of dimensions and measures for user to select.

After the selection of dimensions and measures, user can click on Preview tab to preview the custom story created. User can name the story as he/she requires and save it.

Newly created custom story will be now available for importing.