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Introduction

Storyboards are a powerful tool to share CXO information within the organization. Storyboards are a string of report bookmarks put together to deliver a full story during a Board or Controller meeting. The Storyboard guides a presenter through the presentation.

Storyboards remain interactive at all times. Within the presentation the presenter can switch to another point of view and still remain in control of the presentation.

CXO has the ability to Export a complete Storyboard to Microsoft PowerPoint, PDF or Microsoft Excel.

There are two types of Storyboards – Standard Storyboard and Scripted Storyboard. Below you will find information on Standard Storyboards. Details on Scripted Storyboards can be found in the Scripted Storyboard article.

CONTENT

Table of Contents

Play/Export Storyboard

Storyboards can be started from the "Storyboards" menu tab:

To play a particular Storyboard, select "Play" from the panel above the report images

Besides playing a Storyboard, you can use a number of additional options: e.g. Edit, Delete, Share , etc.



Play Storyboard – Set Default POV Settings 

Set the default POV settings to be considered while playing storyboards from under Under CXO – Designer>Tools>Application Settings> Storyboards 

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You can set the POV to play from under Play under Storyboards you can select if you want the Point of View Entity, and/or the Point of View Period to be played in storyboards by default.

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An example: a report has been added to a storyboard with the entity ‘Europe’ selected. However, ‘Use POV Entity by default’ has been selected, and the POV is set to Headquarters. When playing the storyboard, you will now not see it played with ‘Europe’, but with ‘Headquarters’. Everything else in the storyboard POV will be the same as how it was in the report when it was added to the storyboard. This enables you to not have to re-add every report whenever a new period/entity is added to the metadata.

You can also set the other storyboard POV setting to play under Play>Set POV and Play: 

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Click Set POV and Play to pick the specific member dimension members to play in the storyboard.

Info

This selection will override any selection made under the default selection chosen under CXO – Designer. 

Navigation

You can navigate to reports by using the Storyboard's media player as shown below. For instance, to deliver a full story during a Board or Controller meeting, the Storyboard guides the presenter through the presentation with the media player. 

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See Also