Narrative Settings: Relationships


Measure Relationships

 

You can assign relationships between measures in narratives about multi-measure visualizations.

 

Portion Relationship

 

In this example, we have Sum of Travel Expenses and Total Expenses both plotted over time in a multi-measure line chart. We will want to inform the extension that the Sum of Travel Expenses is actually a 'portion' of Total Expenses.

 

 

(1) Choose the Relationships tab in the settings menu. Click on "Relationships". You will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures.

 

 

(2) Use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

 

 

(3) After you've selected the parent measure (in this case, 'Total Expenses), your relationship will be saved and a new narrative generated. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more relationships by clicking "Add Relationships".

 

Continuous Narrative Benchmark Relationship

 

In this example, we will have a line chart measuring sales over time against a sales target. Applying a 'Comparison to Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

 

 

(1) Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships', you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

 

 

(2) Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

 

 

(3) You can click the "x" on the right side in order to remove this relationship.

 

Discrete Narrative Benchmark Relationship

 

 

(1) Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships', you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

 

 

(2) Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

 

 

(3) You can click the "x" on the right side in order to remove this relationship.

 

Discrete Narrative Comparison of Current to Previous Time Period

 

In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

 

 

(1) Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships', you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

 

 

(2) Use the drop downs to select which measure reflects the current/most recent period and which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

 

 

(3) You can click the "x" on the right side in order to remove this relationship.

 

Messaging

 


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