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Providing Context to your Narratives

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Language Settings

Using the Narratives for Power BI "Narrative Settings" menu, you can provide more context to your narratives. This menu is currently only available in the Online PowerBI version. It will be available in the next release of Desktop PowerBI.

To get to this menu using Online PowerBI:

After a narrative has been generated in "Edit mode", click on the "Focus mode" button in the upper right hand corner of the box. 

 Once in "Focus mode" if you hover over the right corner, you will see a ‘gear’. Click it to bring up your Narrative Settings.

The following guides will show you how to utilize these settings to enhance your narratives.

Customized Dimension Labels

When using the Narratives for Power BI extension, you can customize how your narratives refer to your dimensions.

(1) Once you generate a narrative, you will see that the Narratives for Power BI extension uses default language to reference your dimensions. Using this line chart as an example, the narrative refers to “entities.”

(2) Open up the narrative settings menu and go to the Language tab.

(3)  You will see your ‘Language’ settings by default and you will see your dimensions under the “Dimensions” heading. Click on the dimension you will be making adjustments to. You will see text boxes filled with the default language for referencing the dimension.

(4) Change the singular and plural versions of the dimension label to how you want to reference dimensions. The narrative will update to reflect these changes.

(5) Click the ‘Add Variation’ button and fill in the text boxes if you want the Narratives for PowerBI extension to cycle through different references to the dimension. For example,

(6) Once you close the narrative settings by clicking the x in the upper right, you will see your narrative now referencing dimensions in the way you want.

Characterizations

Using the narrative settings menu, you can add more context to your narratives in the 'characterizations' tab. This is where you can tell the Narratives for Power BI extension about the types of values you are evaluating so you can get a more impactful narrative. This guide will introduce those options. 

Measure Characterizations

After opening the settings menu, click on 'Characterizations." Here, you will see the measures listed. You will be able to provide characterizations to each individual measure in your chart.

(1) You can tell the extension whether larger values in your chart are considered good or bad. The story will adjust based on whether an increase in a measure is considered positive or not. Similarly, in a bar chart and other chart types, the narrative will adjust based on if a larger bar is considered a good thing for your purposes.

(2) The narrative will adjust based on the type of aggregation you are performing to create your chart. For example, if you did a "Sum", the narrative will perform different analytics and include different content than if you did an "Average".

(3) Choose the formatting of the numbers in the narrative for that measure from the Format dropdown menu. You can set the format as a raw number, money, or a percentage.

Measure Relationships

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

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

(1) To get to relationships settings, hover over narrative to reveal the 'Settings" icon in the upper-right of the narrative window.

(2) Choose the Relationships tab in the settings menu. You will be asked if there are measures that are "components" of other measures.

(3) Move the slider to "Yes" and set which measure is component of the other. In this example, we will say that "Sum of Travel Expenses" is a component of "Total COGS." The narrative will update once you have set both measures.

(4) You can click the "x" on the right side in order to remove this relationship. If you have additional measures, you will need to set their relationships as well.

 

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    Adolfo Socorro

    I have loaded the visual in Power Bi Desktop but I don't see the gear icon. Is it only available in Power Bi Online?

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