Tutorial 6: Storytelling Dashboards

In this tutorial we'll show you how to create your own Storytelling Dashboard to your Suitcase to build rich data stories for your community. By the end of this tutorial, you will learn:

  1. How to add images and links
  2. How to add a video
  3. How to add brand colours and logos
  4. Where you can edit texts and fonts
  5. How to share your Data Storytelling Dashboard

Watch the video tutorial, or follow the step by step article below the video.

Before we start

You will see the benefits of Data Storytelling Dashboards and In this example we will Duplicate an existing Suitcase and edit the components. We recommend this approach. Multimedia elements work best laid out in tables, allowing you to place video or image files next to copy, links or second images but you can create any design you like. Please note, Storytelling Dashboard templates will be coming soon. 

Step 1: How to add images and links

Select "Edit Description" in your duplicated Suitcase. You will be taken to a WYSIWYG (what you see is what you get) pop editing tool. Select the image and delete it. Now click the "image" icon in your toolbar. Upload your image and choose your width accordingly. In this example, we recommend 250 for your width. From here, you can also add a hyperlink to your image. Click on the image and select the "link" icon and add your link. You can also add a title for your link and choose to have the link open in a new tab when selected. This process is also true of adding links to text.

Step 2: How to add a video

In the WYSIWG editor select the video. Click on the video icon to the Insert/Edit Media pop up. You can choose to add a Youtube or Vimeo URL link under the "General" tab. We recommend 600 width, the video displayed can be expanded to full screen for viewing using the control on the bottom right of the frame. You can also choose to use either the video url or the embed code from Youtube or Vimeo. Copy and paste the link or code into the "Embed" tab in the pop up. Select "Save" once you are finished.

Step 3: How to add brand colours and logos

Adding your logo follows the same steps as Step 1. You may wish to add that to the top left as in the video example. To change the brand colours of your table highlight the table section you wish to adjust - left click will bring up a panel of table editing icons (hover over to see what they are), or you can right-click to bring up a menu. In the menu scroll down to "Table properties". In the "Advanced" tab you can change your border style, border colour and background colour of your table. You will need to know the Hex or RGB numbers for your brand colours to update the background colour. Enter the hex code including the "#" and save.

Please note: Under the "General" tab you can also change the alignment, cell padding, cell spacing, table width and height, and the border width if you choose. The alignment function will change text and media within the contents within the table.

Step 4: Where you can edit texts and fonts

To edit text, once again click into edit description and type directly over the top of text already in place. At the top of your WYSIWYG toolbar, you have a range of options to bold, italicise, underline, highlight or change text colour as needed. Under the Format menu there are additional options for changing the font, font size and line height. 

Step 5: How to share your Storytelling Dashboard

Once you have created your Storytelling Dashboard and added all of the Insights you need, you're ready to share. Enter the "Share" button at the top of your Suitcase where you can decide how and with whom you wish to share your Suitcase.

To share publicly with people beyond your organisation select the drop-down to the right of the "Anyone with the link". Select "Can View". A link will appear that can be shared with anyone. Users without a Seer account will be able to view your Suitcase and its Insights but will not be able to edit.

To provide access to all, or some of your organisation select the "Expand Orgs" button. You will see all users associated with your organisation and choose to provide "No Access" "Full Access" or "Read Only" access by user. When providing "Full Access" or "Read Only" Access your Suitcase will appear in your colleagues "Shared Suitcase" area and they will receive a notification with a link to your Suitcase in the "Notifications" navigation option next time they log on to Seer.

Now you are able to brand, add text, links, and media to create a compelling data story to give deeper context to your Insights. You can go to "Tutorial 7: Seer Data Science" here and complete your "Getting Started on Seer" journey.