Section 11 - Digital Boardroom Deep Dive

Section 11 - Creating Digital Boardroom: Deep Dive

ℹ️Objective: Learn how to create an executive overview of your company’s performance by curating selected pages from several Stories in one view with Digital Boardroom.

Estimated Time: 10 mins

Exercise Description: In preparation for an executive meeting coming up at the end of the month, you need to create an overview of all analytic content at your company. You will create a Digital Boardroom with a curated selection of pages from various departments at your company: Finance, HR and Operations. You will then enhance the Digital Boardroom experience by adding interactive functionality to be used during the presentation and try out the executive presentation experience yourself in preparation for the meeting.

Key Features:

• Create a new Digital Boardroom and use selected pages from several Stories
• Customize navigation across different topics of Digital Boardroom
• Add a selection of interactive functionality to be used during the presentation
• Open Digital Boardroom in presentation view and experience the executive presentation functionality for yourself

⚠️Disclaimer When completing exercises, some data values in the screenshots may not match what you see on your screen. This is because the dynamic time filters that were applied at the time the screenshots were taken is different from the current system date.

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⚠️Quality Check! Does your screen look like this?

1. Click Home

🚩With the help of other colleges, we've created several dashboards that help us analyze the performance of BestRun. However, as these dashboards are currently consumed as individual stories, we want to create a Digital Boardroom that can be used by the executives to analyze the performance of the various departments.

2. Click Menu

3. Click Digital Boardroom

ℹ️Welcome to the Digital Boardroom!

The Digital Boardroom is a place to design a real-time, interactive boardroom presentation.

• Agenda: it allows you to set various meeting talking points and associate pages from different stories.
• Dashboard: it's a more dynamic presentation style in comparison to Agendas. It allows you to present in freeform and jump from topic to topic without having to complete the agenda before moving on.

🚩Based on the previous executive meetings, we know that the board members tend to prefer more dynamic presentations instead of fixed agenda. Hence, let’s create a Dashboard.

4. Click Dashboard

5. Name the Digital Boardroom "ANA260 Company Overview"

6. Click OK

🚩As we have multiple dashboards that are created by our colleges, we need to import them into the Digital Boardroom.

7. Click Import

8. Click Public

9. Click TechEd 2021

10. Click ANA 260 Digital Boardroom Stories

11. Click ANA 260 HR

12. Click ANA 260 Shipping

13. Click ANA 260 Company Shipping

14. Click Import

15. Click Expand for ANA 260 Company Analysis

🚩We want to structure our Digital Boardroom presentation into multiple topics. We can combine pages from multiple stories into a single topic. For now, we want to provide an overview of our company.

16. Click on Overview

17. Click on Historical Performance

18. Click and Drag the Overview and Historical Performance Pages into the Unititled Topic

19. Rename the Topic to Overview

🚩We now want to create another topic that allows us to analyze the HR Department. We will include several pages here.

20. Click Add Topic

21. Click and Drag the Topics in centre to make it easily readable

22. Rename the Topic to HR

23. Click Expand on ANA 260 HR

24. Click Salary Overview

25. Click Age Demographics

26. Click Gender Diversity

27. Click and Drag the Three Pages into the HR Topic

⚠️Quality Check! Does your Digital Boardroom structure look like the screenshot?

🚩Finally, we want our last topic to reflect the Operations Department. We need to add a new Topic to separate the content.

28. Click Add Topic

29. Rename the Topic to Operations

ℹ️The Library in Digital Boardroom provides an indicator on pages that are being consumed within your Digital Boardroom!

30. Click Expand for ANA 260 Company Overview

31. Click Operations Overview

32. Drag Operations Overview to the Operations Topic

🚩We need to include other pages from our ANA 260 Shipping story under the same topic!

33. Click Expand for ANA 260 Shipping

34. Click Shipping Overview

35. Click Regional Shipping

36. Click and Drag the Two Pages into the Operations Topic

⚠️Quality Check! You have built the base structure of your boardroom. Your presentation should look like this!

🚩Often our executives jump from one department to another depending on the discussion they're having. To help them quickly jump from one topic to another, lets add jump off points that allow them to switch from one topic to another with a click of a button.

37. Click Navigation

38. Click on the Overview Page in the Overview Topic

39. Click + Add Jump Target

🚩We want to provide the executives a quick way to jump to the HR Topic, specifically the Salary Overview page.

40. Rename the Label to HR

41. Click Expand for Topic

42. Click HR

43. Click Expand for Page

44. Click Salary Overview

Similarly, we want to provide the executives a quick way to jump to the Operations Topic, specifically the Operational Analysis page.

45. Click + Add Jump Target

46. Click Operations Overview for Operations Topic

💡Did you notice that the Topic and Page fields for the jump off point was automatically filled?

47. Rename the Label to Operations

🚩We want to provide the executives more granular control. Hence, we want to allow them to be able to apply a specific workout clothing from a chart as a filter when navigating to a sub-topic.

48. Click New Jump Point

💡You'll notice that you can preview our dashboard and easily select a chart that we want to use as a jump off point.

49. Click the Chart Sales Revenue per Product, Workout Usage for Actual

50. Click Add

51. Click Expand for Topic under Tile

52. Click Operations

53. Click Expand for Page

54. Click Operations Overview

55. Check Apply Selected Dimension as Filter

56. Rename the Label to Operations

57. Click Close

🚩As we are consuming pages from various dashboards, we want to ensure that all the data is filtered to the same region. Furthermore, we want to provide our executives the flexibility to modify the filter based on the region they want to analyze.

58. Click the Topic Filter Icon

59. Click on the Overview Topic

60. Click Add Topic Filter

61. Click Dimensions

62. Click Region

63. Select All Members

64. Click OK

65. Click Close

⚠️Quality Check! Does your Digital Boardroom look like the screenshot?

🚩We've designed our Digital Boardroom based on the content that our executives need. However, we now want to modify our Digital Boardroom settings to ensure that we provide them with the various tools they need during their meeting.

66. Click Presentation Settings

🚩We want to make sure that during the presentation we provide the board the ability to take notes during their meeting. Let's add the option to the Action Bar.

67. Click Action Bar

68. Enable Fix Action Bar to Selected Position

69. Select View Action Bar as Footer

70. Click and Drag the Filter Action

71. Move the Filter Action to the Left of the Exit Action

72. Click and Drag the Meeting Minutes Action

73. Move the Meeting Minutes Action to the Left of the Filter Action

74. Click and Drag the Reset Action Action

75. More the Reset Topic Action to the Right of the Fullscreen Action

⚠️Quality Check! Do your presentation settings match the screenshot?

76. Click Apply

77. Click Designer

78. Click Styling Panel

🚩We want to ensure that our Digital Boardroom presentation has the correct theme applied to match our corporate colors.

79. Click the Boardroom Preview Icon

ℹ️The Digital Boardroom Preview allows you to design the way you want to display your boardroom. It also allows you to add a consistent look and feel if your stories have different settings.

🚩Based on the guidance provided from our marketing department, we need to select a darker theme

80. Click Expand for Theme

81. Click Digital Boardroom Dark

82. Click Expand for Background

83. Select Solid Color

84. Click the Color Swatch for Background

85. Click More

86. Enter the Hex Value 000000

87. Click Outside the Background Color Menu to Collapse

⚠️Quality Check! Does your Theme Preview match the screenshot?

88. Click Close

🚩Press Ctrl + S to Save

🚩Before we consume the Digital Boardroom for the executive meeting, we want to ensure that it is designed and functions as we intended.

89. Click Start Presentation

🚩We can see that as soon as we open our Digital Boardroom, it displays the Overview of BestRun. Let's ensure that we can navigate to the Historical Performance page.

90. Click the Next Page Icon

🚩We can see that we had a smooth navigation to the Historical Performance page. The breadcrumb at the top of the Digital Boardroom has updated to reflect the new page. Let's navigate back to the Overview page.

91. Click Overview

92. Right Click anywhere on the screen

🚩Within the Digital Boardroom, the various actions (i.e. filtering, jump to, search, etc.) is available within the Context Menu. We want to ensure that the Jump To Navigate we implemented earlier works as expected!

93. Click Jump to...

🚩We can see that the jump to HR and Operations Topic are both available. Let's jump to the HR Topic.

94. Click HR.

🚩We can see that our jump to the HR Topic, specifically the Salary Overview page works as expected. Let's ensure that we can take Meeting Minute notes.

95. Click Meeting Minutes

96. Click Add

🚩As we are on the Salary Overview page, we want to ensure that the comments we add are specific to this page.

97. Click Expand for Page

98. Click Salary Overview

99. Add a Note: Consider raising Operations avg salary to company average

100. Click Publish

101. Close the Meeting Minutes

🚩Let's navigate back to the Overview Page to ensure that our Jump To via a chart context works.

102. Click the Main Menu Icon

🚩We can see our Tree Structure that we designed within the Digital Boardroom. Furthermore, we have multiple ways to navigate between pages and topics.

103. Click Overview

Let's test our Jump To navigation with the filter context by selecting Clothing as the product we are interested.

104. Click Clothing

105. Click the Jump To Icon

🚩We can see that the dashboard has updated to reflect our Clothing Product Category. Let's further filter down our data to focus on the MEE region.

106. Click Filter in the Action Bar

107. Click Region

108. Deselect All

109. Select MEE

110. Close the Filter Dialogue

🚩As you can see the dashboard has updated to include only the MEE Region for the Clothing Product Category. Now that we are done validating our Digital Boardroom and familiarized ourselves with the various actions, we are ready to moderate during the board meeting.

111. Click Leave in the Action Bar

🚩We're back in the Digital Boardroom Designer and can continue make edits to our Digital Boardroom as needed.

ℹ️You have completed Digital Boardroom Deep Dive.

Summary

You have completed the entire Augmented Analytics: Smart Assist Features section!

You are now able to:

• Create a new Digital Boardroom and use selected pages from several Stories
• Customize navigation across different topics of Digital Boardroom
• Add a selection of interactive functionality to be used during the presentation
• Open Digital Boardroom in presentation view and experience the executive presentation functionality for yourself