Full Stories reference
Creating, editing, arranging, versioning, sharing, and exporting stories
Why stories instead of a dashboard
The dashboard features you expect
Stories cover the pieces a BI dashboard is made of:- Live data on a schedule. A live story stays connected to its queries and refreshes on a cadence you choose (every few minutes, hourly, daily, or a custom schedule), so the numbers are current without anyone rebuilding the report. It can also regenerate the narrative so the commentary matches the new data.
- Self-serve filters. Add filters (dropdowns, search, date ranges) so a reader can slice the report without editing it, the same way they would change a dashboard’s filter bar.
- Layout. Arrange charts and tables into grids and split a report into tabs, so one story can hold several views.
- Sharing and governance. Share a story with your whole project, specific people, or a user group; recipients always see the latest refreshed version. Admins can certify a reviewed story so readers know which reports to trust.
- A library. The Stories Library organizes reports into folders, favorites, and pinned items, the way a BI workspace organizes dashboards.