After you have created a story, you may need to make modifications. This article explains how to load, and make changes to a story view. Changes can saved by overwriting the existing view or saved to a new view. Changes can also be saved to a new story or into a different story.
In this article
1. Load a Story View
After creating a story, you may need to make adjustments to the story views. You can load a story view and adjust the settings to meet additional or updated analytical requirements.
To load a story, click the Load story view option , which activates analysis mode, giving you access to Harmoni’s standard analysis functions.
You can access the story view icon from two places:
- Via the 3-dot menu on the story view tile, or
- 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
2. 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.
a. Modify 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.
- Selector: Click on the interactive title to access the Selector.
- Modify: Adjust the analysis settings via the modify menu, for example, add the sample size or change calculation types.
- 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
b. Modify 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.
Modify a Whole Story
If you need to add a filter to every view in a story, for example, add Gender as a filter across the whole story, you must load and make the changes to each view individually. There is no automatic way to apply a filter across all views.
3. Save Changes in a Story View
a. Save Changes to the Current Story
When you click the + icon to save the changes to the current story, there are three options available. All changes to the story view that are made in interactive mode can be...
- Saved into a new view - Save New
- Overwrite the story view to update it with the new settings - Overwrite
- Discarded - Cancel
- Click Load story view
- Click Open Project Tree
- Modify the analysis
- + Save current story view
- You can choose to Save New, Overwrite or Cancel
b. Save Changes to a New or Other Story
If you need to save the modified view in a new story or other story, you can click the drop-down arrow to select the appropriate option.
4. 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:
- If you make a change to one view, you can save the single view into a new or existing story.
- 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. Access the duplicate option on the 3 dot menu on the story tile.
Where to from here?
Learn more about Harmoni Stories