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Providing Context to Your Narratives - Updated for N4Q v1.4

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Language Settings

Using the Narratives for Qlik "Narrative Settings" menu, you can provide more context to your narratives.

To get to this menu:

1) After a narrative has been generated, if you hover over the right corner, you will see a set of icons

2) Click on the ‘gear’ to bring up your Narrative Settings

The following guides will show you how to utilize these settings to enhance your narratives.

Customized Dimension Labels

When using the Narratives for Qlik extension, you can customize how your narratives refer to your dimensions.

1) Once you generate a narrative, you will see that the Narratives for Qlik extension uses default language to reference your dimensions. Using this bar chart as an example, the narrative refers to “entities”

 

 

 

2) Open up the narrative settings menu

 

 

 

3)  You will see your ‘Language’ settings by default and you will see your dimensions under the “Dimensions” heading. Click on the dimension you will be making adjustments to. You will see text boxes filled with the default language for referencing the dimension.

 

 

 

4) Change the singular and plural versions of the dimension label to how you want to reference dimensions. You will see the sample sentence change to reflect your changes.

 

 

5) Click the ‘Add Variation’ button and fill in the text boxes if you want the Narratives for Qlik extension to cycle through different references to the dimension.

 

 

 

6) Once you click ‘close’ in the narrative settings, you will see your narrative now referencing dimensions in the way you want.

 

 

Characterizations

Using the narrative settings menu, you can add more context to your narratives by utilizing the 'characterizations' tab. This is where you can tell the Narratives for Qlik extension about the types of values you are evaluating so you can get a more impactful narrative. This guide will introduce those options. 

Dimension Characterizations

After opening the settings menu, click on 'Characterizations"

 

 

Here you will see a characterization that you can place at the individual chart level. This is telling the extension if the values you are evaluating are continuous or discrete. You may have created a line chart with non-discrete values, so this setting allows you to tell the extension you do not want a narrative that includes time series analysis. Additionally, if you made a bar chart with values such as time on the x-axis, you can use this setting to tell the extension you want time series analysis performed.

Measure Characterizations

After clicking on 'characterizations', you will also see the measures listed. You will be able to provide characterizations to each individual measure in your chart.

 

1) You can tell the extension whether larger values in your chart are considered good or bad. The story will adjust based on if an increase in a measure is considered positive or not. Similarly, in a bar chart and other chart types, the narrative will adjust based on if a larger bar is considered a good thing for your purposes.

 

 

2) Depending on the type of number formatting you chose for your visualization, the chart will adjust to reflect that selection. For example, this chart is plotting "Margin" over time.

 

 

3) By default, the chart will plot the raw values for margin on the y-axis. You can choose to format the values as percentages by going into the measure in Qlik's right sidebar.

 

 

4) After making the formatting change, you will notice the values on the y-axis have been multiplied by 100 and now have a "%" at the end of each value. However, you will see the narrative has not changed to reflect those values.

 

 

 

5) If you open the narrative settings menu and go into the measure, you'll see an option for classifying the values as 'Percentage' or 'Non-Percentage'

 

 

If you chose the 'Percentage' option, the narrative will not only have the values matching the chart, but the content will adjust to perform logical analytics on the percentage values that it may do differently on the raw values.

6) If you open the narrative settings menu and go into the measure characterizations, you'll see a choice for adding values together or not.

For example, if you were examining the movement of a stock price over a year's worth of days, you would not want the narrative to add up the stock price on each day into a grand total when examining the series. However, monthly revenue may be appropriate to sum to a grand yearly total.

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