Creating a Story

Stories in Tableau are often misused. They're designed for data storytelling, to control what the users will discover, in which order, and to add annotations and explanations while the Story goes on. Do not add a Story to use it as a menu to navigate between the Dashboard. For that, you have the Buttons object and the Go to Sheet Action.

To add a Story, you can either click on the icon at the bottom right, click on New Story from the Story top menu, or use the New Story button in the toolbar, highlighted in the following screenshot:

The Story workplace is quite similar to the Dashboard one. You'll find a central blank part where you can drop Worksheets and Dashboards. Again, modifying the Dashboards or Worksheets will impact the Story. On the left pane, you can also find two tabs: Story and Layout.

The main difference with Dashboards is the Story points. A Story is usually composed of multiple Story points. Each of them can contain only one Worksheet or one Dashboard. Here's an example of three Story points:

When you hover over a Story point, you'll see these four icons:

Each icon has a unique function:

  • The first one lets you remove the Story point
  • The second icon reverts the changes to the latest updated state
  • The third one refreshes the Story point and memorizes the changes
  • The last icon saves the current changes in a new Story point

Now that we've seen the basics, let's start to create a Story.

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