➕Enriching a story with descriptions

Available for end-users with "business specialist" privilege.

Overview

Toucan allows you to enrich stories by adding descriptions to contextualize data in a Story and improve end-user understanding.

Descriptions are dynamic: they depend on the selected app filter values.

Note

Say you have a filter with all your customers and another for date selection. You can add a description for ‘ACME’ during ‘last month’ and a different description for ‘Umbrella Corp’ during the same timeframe.

Configuration

Prerequisites: To add descriptions to stories:

• Users should have one of those privileges:

  • Business Specialist (Viewers)

  • Owner

  • Contributor

• The story should be linked to at least 1 "app filter."

• The app should be in Production mode

How to add a description

Note: In the filter, the value of date ranges is interpolated to reflect the actual date range it represents. For example, ‘Current Month’ can be interpolated as ‘01/01/2023 to 31/01/2023’

Add a description

Click on the button on the top right of the Story (“Add a description”).

Edit a description

To edit an existing description, hover it and click the pen icon.

Delete a description

To edit an existing description, hover it and click the bin icon.

How descriptions are displayed

Descriptions are displayed at the top of Stories. If the Story already has a narrative, the description will be displayed below the narrative.

You can display different descriptions by selecting different "app filter" values.

How to display a narrative or description in PDF Reports

When adding/editing a story in a PDF report, you can display narratives and/or descriptions by ticking the right option. The options will be available if the story has at least one narrative or one description.