Tags:
• Creator
• Explorer
• Viewer

In this article

1. Interact with the Story View
2. Add Comments to a Story View
3. Story Presentation Mode
4. Load and Modify a Story
   • Load a Story View
   • Modify a Story View
   • Save Changes in a Story View
   • Load and Modify a Shared Story
5. Save a Dashboard View into a Story

1. Interact with the Story View

When you preview a story view, you can interact with the graph or table without needing to load it to the analysis area. In preview mode you can...

1. Easily scroll through large tables to view all the information.
2. Interact with the time slider to adjust the time periods you see.
3. Hover over legend items to highlight specific data points in your graphs.

• Load a story and click on a story tile view
• Use scroll bars to view all table data
• Adjust time periods with the time slider
• Hover over legend items to highlight graph data points

2. Add Comments to a Story View

Story owners can add comments to story views. Comments are available for all users to see.

1. Click the comments icon to access the comments text box.
2. The comments icon displays a red dot when the view contains a comment.

3. When you export to PowerPoint, comments export into the notes
4. To view comments in PowerPoint, access the View menu and select Notes Page

• Click the Comments icon
• Write your comment and click SAVE
• Export to PowerPoint
• View the comments in the notes section

Note: Although comments are exported to PowerPoint, they are not exported to Excel.

3. Story Presentation Mode

Harmoni stories can be viewed in a full-screen presentation mode. This allows the story to be told sequentially and cleanly, without any menus displayed. Share your Harmoni presentation with stakeholders, where you can access the full interactivity as you present the information.

1. To enter presentation mode, click the full screen icon
2. To exit presentation mode, click on the restore screen icon , or press the ‘Esc’ key.

• Click the full-screen icon in the top right
• Use the arrow keys to navigate during the presentation
• Click restore screen to return to the preview area

4. Load and Modify a Story View

After creating a story, you may need to make adjustments to the story views. It's easy in Harmoni to load a story view and adjust the settings to meet additional or updated analytical requirements.

Using the Load story view option , you activate the analysis mode, giving you access to Harmoni’s standard analysis functions.

Load a Story View

You can load the story view from two places:

1. Via the 3-dot menu on the story view tile, or
2. Once you preview the story view, from the icon at the top right. 

Once the story loads, you can see the story name along with the story view name next to the + icon. Clicking this label takes you back to the Story Preview.

• In story preview mode, the story name and view name display
• When loading a story, the story and view name display next to the + icon
• As you navigate through the story each view name updates
• Click the view name to return to story preview mode

Modify a Story View

When a user first loads the story, the saved status of the story is indicated by the green tick. Once changes are made, an orange warning icon indicates the modified analysis needs to be saved.

Options for All Users

When Viewers, Explorers or Creators load a story view, they can make changes to the analysis via the Selector, and also access the modify and visualize menus.

1. Selector: Click on the interactive title to access the Selector.
2. Modify: Adjust the analysis settings via the modify menu, for example, add the sample size or change calculation types.
3. Visualize: Access the visualize menu to change the graph type.

• Load the Story View
• Make changes using the selector
• Modify analysis settings in the modify menu
• Change graph types in the visualize menu

Options for Creators and Explorers Only

Creator and Explorers can also access the project tree to make changes to an analysis. 

• Use the Open Project Tree icon to access the project tree.

Save Changes in a Story View

Save Changes to the Current Story

When you click the + icon to save the changes to the current story, all changes made to the story view while in interactive mode can be discarded, saved into a new view, or you can overwrite the story view to update it with your new settings.

• Click Load story view
• Click Open Project Tree
• Modify the analysis
• + Save current story view
• You can choose to Save New, Overwrite or Cancel

Save Changes to a New or Other Story

You can also click the drop down arrow to save the modified view in a new story or other story.

Load and Modify a Shared Story

If someone shares a story with you and you are not the owner, you can't change the existing story. There are two options for making changes:

1. If you make a change to one view, you can save the single view into a new or existing story.
2. Or, duplicate the whole story when you first view it. You become the owner of the duplicated story. This means you can make any required changes.

5. Save a Dashboard View into a Story

You can save dashboard views to a story.

• Add a whole dashboard view containing several charts
• Add a zoomed-in dashboard view of one chart

When you save a dashboard view or a zoomed view to a story, although you can access the Harmoni menus, you cannot open the project tree and drag in new items.

• Click a zoomed view and you can then load the story view and access the modify and visualize menu. You won't see the project tree icon.
• Click a dashboard view and you can then load the view. Before being able to see the modify and visualize menus, you need to zoom the chart you want to make changes to. You won't see the project tree icon.
• When you make changes to a view saved from a dashboard, and you save to the current story, Harmoni will always create a new story view and won't ask you to overwrite the existing one.

• When viewing a dashboard you can:
  • Add the whole dashboard page to a story, or
  • Add one zoomed-in view to a story
• You can load the zoomed view, but you will not see the Open Project Tree icon
• You can also load the dashboard page from the story and then zoom the charts

In the story view, you can identify the dashboard or zoomed-in views from the view tile icons.

If you want to add a view and have the Open Project Tree icon available after loading the story view, you need to create the analysis directly from the project tree, and not add it from a dashboard.

Where to from here?

Learn more about Harmoni Stories

• Creating Harmoni Stories
• Sharing Stories
• Finding Your Way Around Stories