Case study

As an Author (a role that allows full content creation) preparing extensive Q3 market analysis, you built a large, comprehensive report containing dozens of pages and complex data tables. Recognizing that various internal teams (e.g., Sales, Marketing) only require specific, tailored slices of this data to perform their derivative analyses, you can reorganize the content into small, single-page mini-reports for other members who might create a different report based on the single-page reports which will be merged.

Organizing Modular Content via Lists
and Collections Quickly

To facilitate easy retrieval of these mini-reports, you centralized all content within Workspaces. To make the specific analytical components easy to find and reuse, you can structure the content hierarchically:

Collections and Lists

You created Collections and Lists to organize these modular reports. Content items, such as the single page reports, must first be added to a List before being added to a Collection.

Enhanced Navigation

By modifying the names, descriptions, and adding Tags (metadata) to the reports, lists, and collections, you significantly improved search capabilities, allowing other members to quickly locate the best starting reports. Updates to the system ensure that collections and lists now integrate more closely with workspaces, simplifying navigation for users who have been granted specific access.

Empower Storybuilders through Report Merging

Members who hold the Storybuilder role - who can remix content but cannot create pages or queries from scratch - can combine these single-page reports into personalized narratives. They do not require an Authoring license to do so.

Merging Reports (Merge Several Reports in One)

Storybuilders can extend their reports using the Merge action available in the File menu. This action allows them to select a source report and combine its content into their target report.

Content Included

The merge operation incorporates all necessary elements from the source report, including: Connections, Tab groups and tabs (tables), Parameters, and Slides (pages).

Ensuring Seamless Global Parameter Control

During the merge process, you will be able to use the Unify Parameters option. This feature automatically detects and allows you to combine compatible parameters. Parameters are considered compatible if they are of the same type (single- or multiple-choice) or are based on the same question/attribute from the same study. By unifying the parameters (e.g., "Country" or "Year") across all merged content, the entire resulting report is unified under a single parameter instance. The default parameter setting is "Apply value everywhere" (ON). Consequently, changing a single parameter value (e.g., selecting a new Country) in the right ribbon instantly updates all linked data across all pages and tables in the newly merged report. This means the entire custom report can be controlled with one click.

Customization and Chapter Creation

The page design also supports quick, customized chapter creation and editable text fields for Storybuilders without requiring them to have an Authoring license. Storybuilders have access to:

  • Local Parameter Control 

If a Storybuilder duplicates a "chapter page," they can use the local parameter functionality. By switching the parameter toggle to "Local values" (OFF) on a specific page, changing the parameter (e.g., Country) on that page only affects that page/table, while the rest of the report remains unchanged. This allows the Storybuilder to rapidly create distinct chapters - such as comparing "Germany Sales Performance" (local value) immediately followed by the "France Sales Performance" chapter - efficiently within one report, without duplicating queries.

  • Editable Text Fields

To facilitate further customization, the Author can configure text fields and page titles to be editable in Storybuilding mode. This functionality allows Storybuilders (members without Authoring capabilities) to double-click and edit elements like the presentation title or specific chapter subtitles, thereby creating their own chapter slides quickly and efficiently. Note that if the original text field used an expression to display dynamic content, editing it converts it to static text.)

We have introduced a new report creation feature that allows members with storybuilding or authoring capabilities to quickly generate reports from existing content. This empowers members who may not need access to advanced tools or features to create and share their own reports with colleagues, fostering content reuse.