(1) Create a visualization in your worksheet. For this example, we will create a line chart measuring revenue over time and then will add an accompanying narrative.
(2) Drag the "Narratives" extension from the left sidebar into the worksheet in the desired location for the narrative.
(3) Click on the chart you want to write a narrative about. This will bring up the narrative settings walkthrough, a guided experience for personalizing and contextualizing your narrative.
(4) Click "Get Started" to begin the walkthrough. You can also choose to close the walkthrough and return to settings later by clicking "Save and Close" or you can choose to have this walkthrough show up for all new narratives or not by clicking the 'Show automatically for new narratives" checkbox.
Other sections of this support portal will dig into the narrative customizations in detail, but this guide will provide an overview of how you can utilize this feature to get up and running with insightful and contextual narrative quickly.
Dimensions Setup - Data
The first step in this walkthrough will allow a user to confirm the description of the narrative dimensions. Narratives for Qlik automatically selects a choice based on the source chart type (line, bar, scatter, etc.), but a user can overwrite this choice. In our example, we have a line chart, so it is 'continuous' and we'll choose 'next'.
Dimensions Setup - Language
When using the Narratives for Qlik extension, you can customize how your narratives refer to your dimensions.
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.
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.
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.
Once you have specified your dimension language, you can click "Next".
Measures - Characterizations
The next step will be characterizing and providing additional context for the measures used in your narrative. Characterizations will be relevant in almost all cases, but some of the other options you see in the shot above (Relationships, Drivers) may only be used for certain story types and in certain situations. Those experiences are described in much more detail in other parts of this support portal.
Within measure characterizations, you can for example:
Once you have finished with measures, you can click "Next".
Narrative - Formatting and Analytics
The last phase of setting up your narrative, titled "Narrative" involves choosing custom formatting rules and setting any relevant formatting or story inclusion thresholds.
Story inclusion thresholds are described in much greater detail in other parts of the support portal
Once you have finished this step, you can click "Next" to finish the walkthrough.
You can always return to your narrative settings by clicking the gearbox icon inside your narrative object.
(1) If you have more than one chart in your worksheet, you again can drag the narrative extension from the right sidebar into the desired location.
(2) Click on the chart you want to write about.