Navigate Within Stories (Optimized Story Experience)

The following table is a comparison of the collapsed and expanded toolbar layouts. Compared to the collapsed layout, the options may be in a different order when the toolbar is expanded.

Toolbar Layout in Edit Mode

Toolbar Type
Collapsed
Expanded Note The options displayed in the expanded toolbar may vary. For example, you may see the Insert (2) options instead of the File (1) options on the toolbar.

The following table shows the submenu options for the File, Edit, Insert, Tools, View, and Format menus when the toolbar is collapsed.

Menu/Functionality	Description/Submenu
File (1) Note The text on the right side of the dialog (A) show keyboard shortcuts for the Save and Save As options. For more information on keyboard shortcuts, see Keyboard Shortcuts for Story Pages.	Save Save As Save As Template  Export   Share Publish to Catalog  Edit Story: Story Details Query Settings View Time Settings
Edit (2) Note The text on the right side of the dialog (A) show keyboard shortcuts for the Undo, Redo, Copy, Paste, and Paste Overall Values Only options.	Undo  Redo  Refresh: Refresh Configure Auto Refresh Loading Optimization Settings  Copy Copy To Duplicate  Paste Paste Overall Values Only
Insert (3)	Chart  Table  Input Control  Text  Button  Filters/Controls: Checkbox Group Dropdown List Box Radio Button Group Range Slider Slider Switch  Text Inputs: Input Field Text Area  Containers: Flow Layout Panel Page Book Panel Tab Strip  Planning Actions (planning models only): BPC Planning Sequence Data Action Trigger Multi Action Trigger  Others: Geo Map Image Shape Symbol Comment RSS Reader R Visualization Value Driver Tree Web Page  Custom Widgets
Tools (4)	Add New Data  Publish Data  Edit Prompts: Link Variables  Link Dimensions Chart Scaling Note Chart Scaling is currently not supported in Optimized Design Experience. Conditional Formatting  Create Input Task Note Create Input Task is currently not supported in Optimized Design Experience. Formula Bar  Allocate (planning models only) Version History (planning models only)  Version Management (planning models only)  Predictive Forecast Note Predictive Forecast is currently not supported in Optimized Design Experience. Value Lock Management Set/unset read only for selected cells.  Cell References and Formulas Linked Widgets Diagram Smart Discovery Note Smart Discovery is currently not supported in Optimized Design Experience.  Performance Optimization: Analyze Script Performance in View Time Look up Best Practices
Format (5)	Layouts  Theme: Browse for More Themes Create Theme  Edit CSS
View (6)	Left Side Panel: Assets Outline Right Side Panel: Builder Styling Info Panel: Errors Reference List Filter Panel Note For information on editing the filter panel settings, see Edit Filter Bar Settings (Optimized Story Experience). Advanced Mode Device Preview Bar Comment Mode

The following diagram shows the toolbar in view mode.

The following table shows the order of the toolbar options.

Menu/Functionality	Description/Submenu
File (1) Note The text on the right side of the dialog (A) show keyboard shortcuts for the Save and Save As options. For more information on keyboard shortcuts, see Keyboard Shortcuts for Story Pages.	Save Save As Save As Template  Export  Share Publish to Catalog  Schedule Publication
Edit (2) Note The text on the right side of the dialog (A) show keyboard shortcuts for the Undo, Redo, Copy, Paste, and Paste Overall Values Only options.	Undo  Redo  Reset  Data Refresh: Refresh Auto Refresh Loading Optimization Settings  Copy  Paste Paste Overall Values Only
Tools (3)	Predictive Forecast (planning models only)  Edit Prompts  Bookmark: Bookmark Current State Open Saved Bookmarks  Allocate (planning models only) Version History (planning models only)  Version Management (planning models only)  Subscribe to Data Change Insights Formula Bar
Display (4)	Comment Mode Tab Bar   Show/Hide: Filter Panel Note For information on changing the filter bar to the filter panel, see Change the Filter Bar Orientation (Optimized Story Experience).
Publish Data dropdown menu (5) Note If you are using a planning model in your story, this option is displayed in your toolbar.
(Version Management) (6) Note If you are using a planning model in your story, this option is displayed in your toolbar.
(Allocate) (7) Note If you are using a planning model in your story, this option is displayed in your toolbar.
(Edit Prompts) (8)
(Filter Panel) (9)
(Data Refresh) (10)
(Bookmark) (11)	Bookmark Current State Open Saved Bookmarks
(Undo) (12)
(Redo) (13)
Page navigation (14)	This functionality shows the page number. You can use the arrows to navigate through the pages in your story.
(Fullscreen) (15)

You can find the following menu options on the toolbar that is directly above the story page. The options you see will vary depending on the way the story was created and the data that it contains.

Toolbar Options

Functionality	Description
Save	a) Save As: save the story with a different name to create a new version of it. Keep in mind that this copy is not linked or synchronized with the original one. b) Save As Template: save the story as a template that can be used to create a new story. c) Export: export the story as a PDF file or a Google Slides presentation.
Reset	Reset any changes that you made to filters and input controls to get the original view of the story. Your comments and any new versions of the story you created are saved.
Filter Panel	Apply filters for all charts that are based on the same data source. The filter is applied in all the pages of a story.
Formula Bar	Calculate values in empty table rows and columns, or cells outside a table.
Refresh	a) Refresh: reload the story to get the most recent data. b) Auto Refresh: automatically refresh the story at an interval set by the story creator.
Edit Prompts	If this option is enabled, you can filter story data from the data source level by setting story variables that you want to display in the story. Charts or tables that are built from that data source will get updated based on the details you entered. For example, if you want the story to show only full-time employees who have worked in the company for at least 7 years, you can set these variables and change the details.
Comment Mode	Switch Comment Mode on and off to hide or display comments in the story. You can add comments to story pages as well as to charts and other objects in the story. After a comment is added, everyone who has access to the story will get notified.
Fullscreen	Display the story in full-screen, without toolbars. To switch out of full-screen view, hover at the top of the page selector bar, and click .
Bookmark Current State	a) Bookmark Current State: create Personal bookmarks to save different states of a story as private bookmarks that are visible only to you. Story and page filters, input controls, prompts, explorer views, and variances are saved in your bookmarks. b) Open Saved Bookmarks: access your Personal bookmarks (created by you), Global bookmarks that are shared with anyone who has access to the story, and other bookmarks that are shared with you. When a Personal bookmark is shared with you, you have the option to remove it from your list of bookmarks. You can hover over a Personal bookmark to do the following: Edit its name by clicking Share it with other users or teams by clicking Delete it by clicking if you no longer need it

Click anywhere within the area of a chart or table to open the Action Menu. Expand  (More Actions) to see all the options available in the menu. Note that these options vary depending on how the table or chart was created and the data it contains. Just make a choice and the selected chart or table will get updated right away.

For more information on action menu options, see Chart Context Menu Options or Table Menu Options on Story Pages.

Click on a data point of a chart or table to open the Context Menu. Note that the menu options you get vary depending on how the chart or table was created and the data that it contains.

For more information on context menu options, see Chart Context Menu Options or Table Menu Options on Story Pages.

You can find more options on the story page, depending on the story that is being shared with you. Once you have made a choice, either the entire story page or selected elements on the story page will get updated accordingly.

Slider

Radio Buttons

Checkboxes

Using Linked Analysis

You can use a chart as a filter for other charts if they are connected through linked analysis.

This is what it looks like before and after you use linked analysis on two bar charts that are linked together.

Resetting Linked Analysis

Here’s what it looks like before and after you reset linked analysis on two bar charts that are linked together.

Do you want to reset your linked analysis? Just click on a blank space within your chart.

In the example above we applied a filter to see the average gross margin of carbonated drinks in 2014.

Do you want to remove the filter and see the margin of all products over time again? Simple. Just click a blank space within a chart and the chart is updated.