Creators can create interactive dashboard views that update automatically when filters change. This article explains how to create and upload a Media Asset Sheet with associate project item labels to its media URLs. Then create an analysis using the same axis in the Down and Filter drop zones, and save it as a story. When adding the chart to the dashboard, turn on Display Media in the container settings.
In this article
- Media Asset Sheets
- Create Story Views for your Dashboard
- Display Media in Dashboards
- Media Items in Stories
1. Media Asset Sheet
The first step to associate media with items in your project is to create the media asset sheet. The media asset sheet identifies the item labels and the associated images and videos.
To link media to project items, create a Media Asset Sheet as an Excel file (e.g., Media.xlsx).
The Media Asset Sheet is simply an Excel spreadsheet (.xlsx) with the following columns:
| Label | Image URL | Video URL |
| Item label in your project | URL for the associated image | URL for the associated video |
Label
- Name of the item as it appears in the project
- The label is usually associated with an element. It can also be associated with an axis if the view is a grid view and the axis is in a grid (the axis becomes an element of a grid header).
Image URL
- Associated Image URL
- Media URLs must start with HTTPS
- Image URLs must end with these extensions:
png | avif | gif | jpeg | jpg | jfif | pjpeg | pjp | png | svg | webp - Images can be stored in Harmoni ASSETS
Video URL
- Associated Video URL
- Media URLs must start with HTTPS
- Video URLs must either...
- end with: mp4 | mpeg4 | 3gp | webm | ogg | ogv
- or, be an embed-able link from YouTube or Vimeo i.e., starts with https://www.youtube.com/embed/ or https://player.vimeo.com/video/
- Videos can be stored in Harmoni ASSETS
🔗 Learn more about Harmoni ASSETS.
a. Create a Media Asset Sheet
- Open a new Excel (.xlsx) spreadsheet
- Create three columns: Label, Image URL, Video URL
- Fill in labels to match item names in the PROJECT with the correct image or video URLs
- Save the file as an .xlsx (e.g., Media.xlsx)
- Alternatively, download the example Media Asset Sheet to get started
Below is an example of the Project Tree items and associated items in the Media Asset Sheet:
Media Asset Sheet labels must match the project tree labels.
b. Upload a Media Asset Sheet to your Project
Selecting the 3-dot menu on the project tile gives you the option to upload the media asset sheet.
- In PROJECTS, hover over the 3-dot menu of your project tile
- Click Upload Media Asset Sheet and open the formatted Excel file
- The file is available once the upload is complete
2. Create Story Views for your Dashboard
To add media items to your dashboard, you first need to create story views containing the items (i.e., labels) specified in the media sheet.
Create an analysis using the same axis in the down and filter drop zones:
- Drag the item you want to associate with an image into the down drop zone
- Drag the same item to the filter drop zone
- Use Suppress to display only the first item in the filter
- Save the view as story
- Drag an axis to the down drop zone
- Drag the same axis to the filter drop zone
- Use Suppress in the modify menu to hide the zero values
- Save to a story
When showing media in your dashboard, the default is to display the first available item in the view. For a multi-response analysis, you can control what is displayed by ranking or re-ordering your table or using the same item as a filter.
- Drag an axis to the down drop zone
- Drag the same axis to the filter drop zone
- From the modify menu, select a column to Rank
- When applying filter, relevant items move to the top
- Save to a story
3. Display Media in your Dashboard
Once your story views are ready, you can add it to a dashboard and enable Display Media to show the image or video associated with the selected item. At first, the chart container displays the story view as a table, but after turning on Display Media the table is replaced with the associated image or video.
Add a Chart and Enable Display Media
- Switch the dashboard to edit mode
- Add the saved story to the dashboard by:
- Dragging the story view onto the dashboard, or
- Adding a Chart Container and selecting the story
- Select the chart container, then In General settings, turn on Display Media
- Under Content, the Media URL displays the URL specified in the media asset sheet
Add a Filter to the Dashboard
Media containers respond to both analysis filters and global filters. Analysis filters are created using Selector containers or filter URLs.
To create a filter with a Selector Container:
- Add a Selector Container
- Under Titles, turn off all options except Filtered By
- Save the dashboard
As users select and apply filters, Harmoni updates the displayed media based on the selected item.
- In edit mode, add a chart container
- Drag the saved story to the canvas and turn ON Display Media in settings
- Create a selector container and under Titles, disable all options except Filtered by
- After saving, the dashboard displays the flag associated with the filter
The chart rotates through images from the media asset sheet associated to each filter item. You can apply this using analysis filters or global filters.
🔗 Learn more about Selector Containers or Creating Dashboard Links with Filter URLs.
As you change the filter for the flag, any charts included in your dashboard are also filtered. The following example shows four chart containers with four different stories and they all share the same filters. We don't need the filtered by label on each chart because we can use the country flag to show which market is the filter. Filtered by is on in the Selector container, although you may prefer to create your own visually appealing filter text, placing the Selector container on top of the flag and making it invisible.
- In edit mode, select each chart container and turn OFF Filtered by under Titles
- Add the selector container, and turn ON Display Media
- Then turn OFF all options under Titles except Filtered by
- After saving, click the Filtered by text below the flag to change the filter
Export to PowerPoint
When exporting an image media container to PowerPoint, the filtered content is included, however the media and video are not supported. In the example above, the country flags will not export to the PowerPoint presentation. You will need to manually update the relevant media for your presentation.
4. Media Items in Stories
You can extend the display media functionality in the storytelling area. Dashboard pages can be saved as story views, and you can then interact with media items by using global filters.
In the following example, you can see that the global filters can be used for filtering, instead of using the Selector container. Once saved to a story, you can also use the global filters to change the view within your story.
- A media sheet with matching labels is uploaded to the project
- The dashboard displays relevant media with global filters
- Save the dashboard as a story, the story retains its global filters
Where to from here?
Learn more about Dashboards: