3.4 Using Templates and Analyzing with Explorer Flashcards
when can you apply a template (2)
- as a starting point when you create your story
- to an existing story
What are the 3 categories of templates:
- monitor
- report
- present
describe the monitor template category
- stories for monitoring data
- maps
- content
- key figures
describe the report template category
- stories for reporting
- charts
- tables
- annotations
describe the present template category
- for presentations
- provide formatting and other elements
how to create your own template from existing story
- save story as Template
What happens when you save your story as a Template
- removes all data, grid pages, custom formatting
- converts charts, tables etc into placeholders
in the explorer, you have to initially choose your visualization type (tf)
false - it is chosen automatically
in explorer, when using table visualization, the behaviors is the same as when using tables in stories (tf)
true
Some actions specific to tables in planning models are not supported in Explorer. give 3 examples
- allocation
- version mgmt
- forecasting
what 2 modes does Explorer have
- Data exploration (suggests visuals for data)
2. Data manipulation (simple data prep, like saying which column is a measure)
Explain what explorer is
start creating a story by experimenting with filters and charts through Explorer.
Create a new view of a char/table and add it to the story or replace the original.
what does data manipulation let you do
simple data prep, like saying which column is a measure and which is a dim
when you are in a story, where can you access Explorer from?
- the Data view of the story
- existing chart/table
how to access explorer for a story
> Mode area of toolbar
> Data Exploration
