Creating Storyboards

Step 1: Navigate to Storyboards

  1. Click on the Settings icon from the left menu.

  2. From the menu, select "Storyboards" to open the Storyboards section.

Step 2: Add a New Storyboard

  1. Click on "Add Storyboard" at the top of the Storyboards list.

  2. Enter a Storyboard Name and an optional description.

Step 3: Add Charts to the Storyboard

  1. Click the "Add" button.

  2. Choose to add a Chart, Line, or Spacer.

  3. Select the chart(s) you want to add from the available list.

  4. Repeat to add multiple charts as needed.

Step 4: Resize and Arrange Charts

  • Resize charts using the grid adjuster to make them fit appropriately within the storyboard.

  • Drag and drop charts to rearrange them into a custom layout.

Step 5: Customize Storyboard Elements

Lines

Lines can be added to separate different sections in a storyboard, making the layout more structured and readable.

Spacers

Spacers help in creating section headings and separating different data blocks.

  • You can color the spacer and add text to label sections.

  • Spacers help create clean, professional layouts.

Step 6: Customize Options

  1. Click on the "Options" tab to customize settings.

  2. You can configure:

    • Who can view the storyboard.

    • Who can edit the storyboard.

    • Custom Excel, and PPT templates..

    • Filters & Default Variables (set default values for filtering data).

Step 7: Save and Publish

  1. Click "Save" to save your storyboard.

  2. The storyboard is now available for viewing and sharing.


Best Practices for Storyboards

✅ Keep layouts clean and structured for easy readability. ✅ Use lines and spacers to create clear sections. ✅ Set default values for filters and variables to provide better user experience. ✅ Configure permissions carefully to prevent unauthorized changes. ✅ Regularly update storyboards to reflect the latest data.


With Storyboards in Infinity, you can build dynamic, insightful, and interactive dashboards to share and present your data effectively! 🚀

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