Optix is very proud to have the ability to put multiple different data sources up against one another… but how do you do it?! It’s very easy to do; so easy that once you know how, it will become second nature to you. All you have to do is go […]
How To Edit A Storyboard
Start at your storyboard manager window and hover over the storyboard you want to edit. A few buttons will appear; click on the “Edit button” directly in the middle. Available Styling Tools Now that you’re viewing your story board in the storyboard editor, look to the top right of your […]
How To Copy Or Clone A Storyboard
You have the perfect storyboard made; It’s so perfect that you want to make a copy but you don’t know how! That’s okay… here’s how! The Cloning Process Start from the Storyboard Manager page and hover over the story board you wish to duplicate. You will see a few more […]
How To Connect Your Own Datasource
Optix offers a variety of integrations to its users in order to organize their data as efficiently and effectively as possible, but we’re not perfect! There may be a datasource that we do not support (yet!). If this is the case, let’s explain different ways on how to connect your […]
Why Is There A 50 Visual Limit Per Storyboard?
You know how the old saying goes – “The More the Merrier.” Well… Optix believes in a different philosophy, which is why we limited the number of visuals to 50. Optix strives to deliver compact, visually-appealing storyboards for teams to analyze & interpret data trends. Having too much on a […]
How To Drag & Drop Visuals Onto My Storyboard
So you have your storyboard created and are staring at your fresh grid. The problem: you don’t know how to add your visuals. No problem, we have you covered! Dragging and dropping a visual is easy. This process includes adding a visual to your storyboard, so if you haven’t read […]
What Is A Rolling Storyboard?
Compared to a periodic storyboard, the time frame is more flexible. Instead of going by specifics (i.e. – Day-to-day or Month-to-Month), rolling storyboards give a more dynamic look. The goal of a rolling storyboard is to follow performances on an ongoing basis, validating the short-term impact of your actions, and […]
What Is A Comparison Storyboard?
You may notice a trend in the other support articles that we put a huge emphasis on how flexible the Comparison storyboard is – that’s because it is really flexible. A Comparison storyboard can take ANY time period that you set and compare two different sets. For instance, in a […]
How To Create A Periodic Report
When you create a new storyboard, you first need to choose between one of our four storyboard types (periodic, rolling, comparison and custom). The Periodic storyboard is the most popular. Periodic storyboards are used to create reports for a calendar period, be it daily, weekly, monthly, quarterly or annually. It also allows you to […]
How To Create A Storyboard
Before starting your storyboard, make sure you’ve connected your data sources, so your report is full of meaningful numbers! If you don’t know how to connect your data sources, click here! Are your data sources are connected? Nice! You’re ready to create your first storyboard! Follow these two easy steps and […]
