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Data Storytelling

This page describes the Data Storytelling capability.

Look at the top icon of the Sidebar in the bottom left corner: that's your Data Story Section.

Data Storytelling is a key capability to boost data organization and collaboration.

In fact, Crystal provides you with the possibility to collect, manage, and share Topics by grouping them into customisable collections, called Data Stories.

The Data Storytelling capability allows you to:

  • analyze data faster, with a single point of access for your most interesting Topics

  • communicate your data more efficiently and in an appealing way, by narrating your data through a personalized story

Let's deep-dive into the capability!

Create a New Data Story

Let's start by creating a Data Story.

Data Stories are collections of Topics that allow you to organize and easily access your Topics from a single point of access.

You simply need to click on the "Plus" icon that you can find:

  1. within the Data Story Section, on the top right corner

  2. within the tab that opens up when you click on the save button located at the bottom of the Topic Card (see next section)

Now you can give a name to your new Data Story.

Save a Topic in a Data Story

Now let's see how to save a Topic inside a Data Story.

You simply need to:

  1. click on the “Save” button in the Topic Card

  2. choose one or more Data Stories from the list of existing ones or create a new Data Story

  3. click on “Add” and you are done!

Now you are able to easily find and access your Topic without the need to ask for it again in Advisor.

Please Note

In the Data Story, you will find the Topics with their customizations saved, e.g. the applied filters will be maintained.

In the case that the Topic has a "this year" filter applied to it, the end date "today" will keep updating also when the Topic is saved.

Manage Your Data Stories

Now, let’s open the Data Stories Section: this is the access point to all your collections of Topics.

Here, you will find:

  1. the list of all your Data Stories, ordered by latest changed

All your Data Stories can be renamed, deleted, and shared.

You can also see when the Data Story was last changed and how many Topics each Data Story contains.

  1. the list of all the Topics inside each Data Story

Here, you can:

  • search for a Topic of interest

  • reorganize Topics based on the order you prefer

  • interact with all Topics, with the actions available from the Topic Cards (Filter, Alert, Share, export and Re-ask)

Once you open up the Data Story where you have saved your Topic, you should find it at the bottom of the Data Story!

Please Note

Here, you can also remove Topics from the Data Stories: simply re-click on the “Save” button and, in this case, the Topic will be removed (whereas if you click on it in the Advisor, it will allow you to save it).

Let’s deep dive into everything you can do with Data Stories.

Rename a Data Story

You can rename Data Stories whenever you need.

You simply need to click on the menu on the right of the Data Story and select the "Rename" button.

A new window will pop up, allowing you to rename the Data Story as you prefer.

Delete a Data Story

You simply need to click on the menu on the right of the Data Story and select the "Delete" button.

A confirmation message will pop up, informing you that the deletion is permanent.

To confirm, click on the "Yes, delete" button.

Organize Data Stories

You can customize the order in which the Topic Cards are displayed within each Data Story at any time.

Just click on the "Sort" icon placed on the top right of each Data Story to be able to sort your Topics in the order you prefer: Crystal will remember the order you select until further changes.

There's more: when sorting the Topics, you are also informed of the associated Dynamic Filters and Time Range of each Topic, so you can better distinguish identical Topics from each other.

Remove a Topic from a Data Story

You can also remove a Topic from your Data Story.

There are two ways to do this.

  1. Straight from the Topic Card in Advisor, within the "Add to Data Stories" menu: in this case, you need to de-select a Data Story to remove the Topic from it

  1. From the Topic Card in the Data Story itself, by clicking on the "Save" button.

Share a Data Story

Sharing a Data Story is an alternative way to share your data with colleagues directly on Crystal allowing you to share a full collection of Topics instead of just one (as with the Share Topic capability).

Here is how to do it:

  1. find one of the two “Share Data Story” buttons

    1. the first one is inside the three-dots menu that comes alongside the Data Story title

    2. the second one is on the top right corner of the full Data Story Section

  2. choose one or more recipients, and the Data Story is sent!

  3. optionally, you can also choose to send an email that notifies your colleagues that you have shared a Data Story with them

Congratulations: by sharing a Data Story, you are not only sharing some data, but you are also narrating them in the most efficient way!

Receive a Data Story

What if someone sent you a Topic?

This is what would happen:

  1. you would receive a notification on your Crystal account and, optionally, an email notifying you that someone has shared a Data Story with you

  2. clicking on the notification, you would be able to save the shared Data Story in your account

At this point, you can find the received Data Story in your Data Stories section and consult it whenever needed.

Remember

What you can do after receiving a Data Story is dependent on your account's viewing permissions.

When you receive a Data Story for which you do not have viewing permissions, you will be able to see it only when opening the Share notification, but won't be able to save it to your Data Stories.

Keep creating your own data story!

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