Presenting results with storyboards

Storyboards is an app in HighBond. A storyboard is a communication platform that displays multiple visualizations and rich text content in a single presentation.

How storyboards work

Storyboards display visualizations and rich text content in rows and columns. Before creating a storyboard, you must use Results to populate a collection, analysis, and table, and create at least one visualization or metric to include in your storyboard.

Where does storyboard content come from?

Storyboards display charts and tables from interpretations, as well as metrics. These are defined across Collections in Results. You can add any table, chart, or metric in Results that you have access to, except the Statistics chart.

Note

Once an item is added to the storyboard, changes automatically appear in the storyboard. You do not need to delete and re-add the item.

Drilling into storyboard data

When you have Design mode turned off, you can drill into each of the visualizations present in a storyboard if you have sufficient permission to access the visualization's data:

  • Open a chart in a new tab to open a chart inside its interpretation in the Results app, hover over the chart and click the Drilldown icon
  • Filter the data in the storyboard to filter chart data, click a data category in the chart legend to include or exclude the category

Tip

Use the drilldown and legend filters to make changes to your storyboard content on the fly.

Drilling into storyboard data with filters

When you drill down from a storyboard that has filters applied, these filters will be carried over to the visualization in Results. You do not have to apply the same filters again. Storyboard icon appears next to the filters that have been carried over from the storyboard.

Note

Filters applied in the storyboard will be carried over only if they affect the visualization that you drill down.

For more information about applying filters in storyboards, see Filtering storyboards

Viewing storyboards in presentation mode

Use presentation mode to display a storyboard as full screen slides. Each tile from the storyboard is displayed as a slide, and you can use the arrow keys or forward and back icons to move through the presentation.

Tiles appear in the same order in the presentation as they do the storyboard.

  1. Open the Storyboards app.
  2. Click the storyboard you want to open.
  3. In the top-right corner, click Presentation . The storyboard opens in a new tab of the browser. Each tile of the storyboard is displayed on a single slide, starting with the title.
  4. Use the arrow keys or forward and back icons to move between slides. The forward and back icons are located in the bottom-right corner.

    Tip

    Press the Esc key to zoom out of the presentation and see all your slides at once. You can then choose the one you want to view and press the Enter key.

Examples

Example: unauthorized transactions

You have just completed an accounts payable audit for your finance team, and you need to communicate your findings to an executive body. To present your findings, you include three key charts from your results data and include a textual narrative in the storyboard to inform your audience:

Example: demonstrating compliance with a SOX framework

A publicly traded company needs to be in compliance with a SOX framework in order to satisfy regulators and external audit. To demonstrate compliance with the SOX framework, audit leader Sam creates a storyboard to showcase the overall outcome of controls tested. To do this, Sam:

  1. Imports his Projects Control Test into Analytics.
  2. Imports his Analytics data into Results.
  3. Creates a bar chart and a line chart visualization to show how financial statements are not impacted.
  4. Adds the visualizations to a storyboard and provides context and insight from the outcome of the internal controls audit.

The storyboard enables business process owners, management, and external auditors to maintain their course of action.

Example: travel and entertainment audit

A company decides to cut operating costs and decides to lower administrative and travel expenses. To do this, a Travel and Entertainment policy is created to maintain a budget of $20 million with 5% of the budget allocated to employees for operational expenses.

Laura, a Manager, conducts a 12-month audit and finds that employees consistently exceeded their spending on work-related travel and violated existing policies. Excess spending is reimbursed through the company expense system.

Laura uses a Storyboard to communicate how personal expense claims are violating the Travel and Entertainment policy. She includes several different charts, including an aggregated pie chart that shows employee expenses by month.