Narrative Science FAQs

Feature Summary

Customers using our Quill Extensions are now able to see automated language that tells contribution to change analysis of sub-dimensions (e.g. each region’s changes in sales over time) to a parent dimension (total of regions’ sales over time), or contribution of sub-dimensions (e.g. each region’s sales) to a parent dimension (total sales of regions).

How To Use This Feature

Set up: Continuous & Discrete stories with 2 dimensions, 1 measure.

Settings: Measure must be ‘cumulative’. Go to ‘Settings’ ‘Characterizations’ Open your Measure’s Settings Select “Yes” to the question, “Do you want to know the cumulative total for X?”

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Expected Result

Continuous:

Over the most recentmonth, Sales Revenue increased 5.45\% from 89.02 million to 93.86 million across the two genders, with gains driven by F (+16\% to 50.09 million) but offset by M (-4.59\% to 43.78 million).

Discrete:

F had the highest Sales Revenue by gender ($508.7 million, 50\% of total), with Sales Revenue driven by HOME ELECTRONICS ($180.2 million, 35\%) and curbed by MISC. NON-INVENTORY ($130,408, 0.03\%).

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N4Q 1.5 Features:

The Narratives for Qlik Team is pleased to announce the release of Narratives for Qlik 1.5. You can read through the release notes below for explanations on new features and functionality. Please note, these new features will automatically appear the next time you use the Narratives for Qlik extension- there is no download necessary.

1. Local Currency Selections - Narratives will render monetary figures in the currency of a user’s choosing

Choose from 50+ currencies

Narratives still automatically clean up and round currency figures to ease readability

In order to utilize the currency selector, you can characterize your measure as ‘Money’ in narrative settings under ‘characterizations’. From there you can choose your desired currency.

A more detailed guide for this feature can be found here.

2. Support for Histogram Narratives - Narratives have context of your histogram plots and provide commentary and analysis on:

The most interesting sections of your histograms

Where the data points are most concentrated

Trends across the various buckets

A more detailed guide for this feature can be found here.

3. Richer Help Experience - New guided experience takes users on a tour of the advanced features of Narratives for Qlik.

Once a user requests a narrative about a visualization, an interactive walkthrough immediately launches to guide a user through ‘Narrative Settings’, the experience where users provide context and customization to their narratives. Additional help features include:

More informative explanations

More direction on when to best utilize advanced features

A more detailed guide for this feature can be found here.

4. Deeper analytics and more narrative context

Discussion of Compound Annual Growth Rate (CAGR) when relevant and insightful

Discussion of correlation and regression of measures in bar chart narratives.

More contextual discussion around cumulative measures in line chart narratives.

Since launching Narratives for Qlik in January 2016, we’ve been thrilled to see Qlik Sense users like you identify new insights, make smarter decisions, and easily communicate findings through narratives. We’ve also made sure to listen along the way and have continued to rapidly enhance the product based on your direct feedback.

On March 31, 2017, wetransitioned the free, hosted product to a paid product. As a thank you to all of our current loyal users, we’d like to offer you a free month of Narratives for Qlik starting March 31st.

Thank you for being a part of our journey so far. We’re excited to transform BI & Analytics by empowering organizations to easily interpret, communicate, and act on data insights that drive businesses forward.

Thank you,

The Narratives for Qlik Team

Note: Qlik employees and members of our Reseller Program will receive complimentary demo logins.Narratives for Qlik for Qlik Sense Desktop will still be free.

1. Independent Narratives - Narratives can now be connected to any visualization containing measures and dimensions or can be created by manually adding measures and dimensions.

Eliminates the need for a native Qlik Sense visualization to generate narratives

Allows users to generate narratives on a worksheet without accompanying visualizations

2.Custom dimension labels for each level of a drilldown dimension - When utilizing Qlik Sense’s popular ‘Drilldown Dimensions’, users can apply a custom singular/plural dimension label for each level of the drilldown hierarchy

Narratives automatically recognizes how many levels in a drilldown and provides label inputs for each level in the ‘Language’ tab of narrative settings

3.Custom measure formatting - Use the Qlik value formatting options to customize the narrative output:

Thousands separators

Decimal separators

Rounding places

The Narratives for Qlik extension is downloaded as a .zip file. You will be able to upload the .zip file directly into your Qlik Management Console (QMC) for use in QlikSense.

1) Open up the QMC

2) Click "Extensions" in the left menu

3) Click the "Import" button at the bottom of the window

4) Browse your file system for the extension .zip file. It will most likely be in the default location for downloads.

5) Click "Import"

Qlik Sense Versions 3.0 and Above

(6) When you start QlikSense, you will find the extension in the 'extensions' pane in the left sidebar. To get there, you will click the puzzle piece icon to bring up your list of installed extensions.

(7) Once in your list of extensions, you will see the Narratives extension.

Qlik Sense Versions Below 3.0

6) Next time you start the QlikSense Hub, you will see the extension as an option under "Charts"

The Narratives for Qlik extension is downloaded as a .zip file. You will be able to upload the .zip file directly into your Qlik Management Console (QMC) for use in QlikSense.

(1) Once you have downloaded the Narratives for Qlik extension, first, create a directory within /Documents/Qlik/Sense/Extensions called "Narratives-For-Qlik"

(2) Unzip the extension file and move the contents into the directory you created.

Note: Some versions of Windows installer will create a directory with the zip file contents upon unzipping. You can choose to move that newly created folder into /Documents/Qlik/Sense/Extensions, or you can remove the contents and follow the steps above.

Qlik Sense Versions 3.0 and Above

(3) When you start QlikSense, you will find the extension in the 'extensions' pane in the left sidebar. To get there, you will click the puzzle piece icon to bring up your list of installed extensions.

(4) Once in your list of extensions, you will see the Narratives extension.

Qlik Sense Versions Below 3.0

(3) When you start QlikSense, you will now see the extension in the left sidebar among the chart type options.

MicroStrategy Desktop(10.2 and later)

1. Download the plug-in ZIP file you received from our support team for the custom visualization tothe local machine.

Note: If you are using Safari, it will automatically unzip the plug-in after it is downloaded. To prevent this behavior, go to Safari -> Preferences -> General and uncheck Open "safe" files after downloading. This is necessary because the File Import function expects a ZIP file.

2. Open Desktop and choose File -> Add Visualization from File

3. Navigate to the location where you downloadedthe plug-in ZIP file and click Open.

4. The icon for the custom visualization now appears in the vertical gallery of icons on the right.

MicroStrategy Web(10.3)

1. Download the plug-in for the custom visualization.

Note: If you are using Safari, it will automatically unzip the plug-in after it is downloaded. To prevent this behavior, go to Safari -> Preferences -> General and uncheck Open "safe" files after downloading. This is necessary because the Upload Visualization Plug-in function expects a ZIP file.

2.Open Web Administrator and choose Custom Visualizations.

3. Click the Upload Visualization Plug-in button.

4. In the Import Visualization dialog box, select the visualization ZIP file and click Open. In the confirmation dialog box, click OK.

5. When you open Web, the icon for the custom visualization now appears in the vertical gallery of icons on the right.

MicroStrategy Web (10.2)

1. Download the plug-in for the custom visualization.

2.Extract the contents of the plug-in to the plugins folder of the MicroStrategy Web installation directory.

3. Restart the web server.

4. When you open Web, the icon for the custom visualization now appears in the vertical gallery of icons on the right.

Once you have downloaded the Narratives for Power BI extension, you can add it to any report you are working on.

(1) Add the extension by going into Edit report mode and clicking the three dots option from the Visualizations palette. Click Here

(2) A dialog box will ask you if you’d like to import the extension. After you agree to the caveat, select the extension file to import.

(3) A green quill icon will appear in the Visualizations palette. Make sure to save your report as failing to do so will require you toimport the extension the next time you edit the report.

***Extensions do not persist across reports, so you will have to complete these steps every time you wish to use the Narratives for Power BI extension.

For a Video Tutorial of the Installation process

The Narratives for Power BI extension works in the Service and Desktop versions of Microsoft Power BI. The browsers supported by Power BI can be found here. Narratives for Power BI has no additional requirements.

Please contact us for information on pricing.

The Narratives for Power BI Team is pleased to announce the release of Narratives for Power BI 1.2.You can read through the release notes below for explanations on new features and functionality. Please note, these new features will automatically appear the next time you use the Narratives for Power BIcustom visual- there is no download necessary.

1. Story Inclusion Thresholds - Narratives will only include content about shifts in measures that are important to the user.

Specify how large a change in measures needs to be in order to be included in the narrative.

For example, if the threshold is set to 20\%, the narrative will not include content about peaks or troughs of the line with changes that are less than 20\%.

Input the confidence level at which the narrative will discuss the overall trend of a series

For example, if the threshold is set to 99\%, content concerning the overall trend or prediction will not appear unless it is at a 99\% confidence level

A guide for this feature can be found in the help center

2. Custom Formatting - Users can apply custom formatting to content about interesting movements in a metric or relevant trend line analysis.

Apply style (bold, italic, underline) or color to interesting content

Customize the styles applied

A guide for this feature can be found in the help center

3. Predictive Analytics - When a statistically relevant trend line can be drawn through a time series, a user can request a discussion of predicted future movement of the series.

Specify the number of periods into the future to predict

Use story inclusion thresholds to adjust the confidence level necessary to included trendline and predictive content

A guide for this feature can be found in the help center

4. Additional Measure Relationships - Users can supply additional context to the measures in their visualization to have a more relevant and insightful narrative. The new relationships are:

One measure is the benchmark of another measure. For example, looking at a fund’s total return over time vs. a market index benchmark.

Measures represent the same metric, but across two different time series. For example, looking at revenue by product in the current quarter vs. the previous quarter or the same quarter a year earlier.

A guide for this feature can be found in the help center

We're here to help. Please click here to let us know and we'll work quickly to resolve the problem.

This guide will walk through how to set thresholds for including the results of certain analytics in your narrative as well as how to apply custom formatting to your narrative content.

Setting Narrative Format Options

Within the narrative settings modal, click on 'Formatting'. This will allow you to set the color and font style for when changes are considered 'good' and 'bad'

Setting Thresholds and Formatting for Segment Analytics

The two analytic types that support custom thresholds and formatting are 'Segments' and 'Trend line'. If you click "Analytics" and click to expand "Segments", you will find these options.

Adjusting this slider allows you to specify percent changes that are interesting to you. Analytics with resulting changes below your threshold will not be talked about in the narrative. For example, if only changes of 60\% or greater are interesting to you, the narrative will not include content about a trough in a time series that featured a 30\% decline.

Once you've decided on that threshold, you can choose to format content related to interesting changes by choosing "Yes" to the question "Do you want to apply formatting to this content in the narrative?"

This will bring up another slider where you can set an additional threshold for content that should have formatting applied.

The minimum for this slider will be the value you set above. Once you set this threshold and close the modal, a new story will be generated with your formatting options.

Setting Thresholds and Formatting for Trend line Analytics

The two analytic types that support custom thresholds and formatting are 'Segments' and 'Thresholds'. If you click "Analytics" and click to expand "Trend line", you will find these options.

Here, you can set the minimum confidence level that the narrative should include content related to an overall trend line and prediction.For example, if an overall trend line can be drawn at 90\% confidence, but you have set the threshold at 95\%, content about the overall trend or predictions will not generate.

You can also set how many periods into the future the narrative should predict.

Once you've decided on that threshold, you can choose to format content related to interesting changes by choosing "Yes" to the question "Do you want to apply formatting to this content in the narrative?"

After you've made these choices, a new narrative will be generated once you close the settings modal.

The new content in this example includes trend line and prediction of future movement.

Once you have a narrative you want to share with others, you can copy the narrative right from your QlikSense worksheet. To do so, you should follow these steps:

Note: This feature is not supported in Internet Explorer.

1) When you hover your cursor over the upper-right corner of the Narrative extension object, you will see several buttons. To copy your content, click the 'Copy' icon

2) Once you click the copy icon, you will see the icon change to a green checkmark to indicate a successful copy

3) Now that the content is in your clipboard, you can paste that text into another application

Desktop:

1. If you have Microstrategy open, close the application before adding the API Key to the plugin configuration.

2.If you are on Windows:

Navigate to C:\Program Files\MicroStrategy\MicroStrategy Desktop\code\plugins\NarrativeScienceNLG\javascript\mojo\js\source\

Open NarrativeScienceNLGConfig.js for editing

Remove “to-get-a-key-from-narrative-science” and replace it with the key you received from Narrative Science

If you are on Mac:

Navigate to/Applications/MicroStrategy Desktop.app/Contents/Frameworks/OneTierDashboardWindow.framework/Resources/code/plugins/NarrativeScienceNLG/javascript/mojo/js/source

Open NarrativeScienceNLGConfig.js for editing

Remove “to-get-a-key-from-narrative-science” and replace it with the key you received from Narrative Science

Restart Microstrategy Desktop and begin using the Narrative Science NLG Plugin

Web:

1. The Web Admin should navigate to <Tomcat-home>/webapps/Microstrategy/plugins/NarrativeScienceNLG/javascript/mojo/js/source/

2. Open NarrativeScienceNLGConfig.js for editing

3. Remove “to-get-a-key-from-narrative-science” and replace it with the key you received from Narrative Science

4. When a user refreshes their page, they can begin using the Narrative Science NLG Plugin

*Note: If another web server is being used, the path should be similar

Password: N4QBeta

This guide will walk through how to set thresholds for including the results of certain analytics in your narrative as well as how to apply custom formatting to your narrative content.

Setting Narrative Format Options

Within the narrative settings modal, click on 'Formatting'. This will allow you to set the color and font style for when changes are considered 'good' and 'bad'

Setting Thresholds and Formatting for Segment Analytics

The two analytic types that support custom thresholds and formatting are 'Segments' and 'Trend line'. If you click "Analytics" and click to expand "Segments", you will find these options.

Adjusting this slider allows you to specify percent changes that are interesting to you. Analytics with resulting changes below your threshold will not be talked about in the narrative. For example, if only changes of 60\% or greater are interesting to you, the narrative will not include content about a trough in a time series that featured a 30\% decline.

Once you've decided on that threshold, you can choose to format content related to interesting changes by choosing "Yes" to the question "Do you want to apply formatting to this content in the narrative?"

This will bring up another slider where you can set an additional threshold for content that should have formatting applied.

The minimum for this slider will be the value you set above. Once you set this threshold and close the modal, a new story will be generated with your formatting options.

Setting Thresholds and Formatting for Trend line Analytics

The two analytic types that support custom thresholds and formatting are 'Segments' and 'Thresholds'. If you click "Analytics" and click to expand "Trend line", you will find these options.

Here, you can set the minimum confidence level that the narrative should include content related to an overall trend line and prediction.For example, if an overall trend line can be drawn at 90\% confidence, but you have set the threshold at 95\%, content about the overall trend or predictions will not generate.

You can also set how many periods into the future the narrative should predict.

Once you've decided on that threshold, you can choose to format content related to interesting changes by choosing "Yes" to the question "Do you want to apply formatting to this content in the narrative?"

After you've made these choices, a new narrative will be generated once you close the settings modal.

The new content in this example includes trend line and prediction of future movement.

Using the Narratives for Qlik extension, you can assign relationships between measures in narratives about multi-measure visualizations.

Previous versions of Narratives for Qlik allowed users to apply a 'portion' relationship between measures to generate narratives with knowledge that one measure is a portion of another measure in the chart. Two new relationships have been added, 'Comparison to Benchmark' and 'Period Comparisons'. This guide will walk through all three relationships in detail.

Portion Relationships

In this example, we have Central Revenue and Revenue both plotted over time in a multi-measure line chart. We will want to inform the extension that Central Revenue is actually a 'component' of overall Revenue.

1. To get to our relationships settings,we will utilize the Narratives for Qlik narrative settings. When you hover over the upper-right of the narrative object, you will see a set of icons. Click on the 'Settings" icon.

Once in the settings modal, click on "Relationships". You will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures.

2. Use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

3.After you've selected the parent measure (in this case, 'Revenue), your relationship will be saved. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more relationships by clicking "Add Relationships". We will click "Close" to generate a new narrative.

Line Chart Comparison to BenchmarkRelationship

In this example, we will have a line chart measuring the total return of a fund over time against a benchmark. Applying a 'Comparison to Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

BarChart Comparison to BenchmarkRelationship

Similar to the line chart, this example is comparing a metric to a benchmark. However, this is occurring over a discrete x-axis. Our example shows revenue and a benchmark across product groups. The goal of this narrative is to show which of the products are performing best and worst when compared to the benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

BarChart Comparison of Time Periods

In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

1.Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

2.Use the drop downs to select which measure reflects the current/most recent periodand which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

Messaging

The 'Compare to Benchmark' and "Time Period Comparison" relationships require certain scenarios in order to be activated. For example, a metric can only be compared to a benchmark if the two measures have the same 'Aggregation Type', or the time period comparison can only occur in a bar chart narrative. The 'Relationships' window within narrative settings will provide the user with a checklist of these conditions.

Users can customize their narratives even further starting in Narratives for Qlik v1.6 with the ability to remove individual sections or pieces of content as well as reorder individual bullets or sentences within sections. This guide will show how to utilize this new functionality.

Once you have generated a narrative, you will see an 'edit' icon next to the narrative settings.

Click the 'edit' icon to bring up the narrative edit modal

Here, you will see orange dotnext to pieces of content that can be toggled on/off and reordered. Hovering over one of those orange dots will reveal a toggle. You can click the toggle to turn the bullet/sentence on or off. In this example we'll turn off those bottom three bullets.

That content will now be removed from the narrative when you click "Finish"

In addition to toggle on/off individual sentences or bullets, you can also turn on/off sections of the narrative. In this example, you see the entire drilldown section for the 'sales' measure bordered by an orange box. This means the entire section can be turned off.

You can click the toggle to collapse that section and remove it from the narrative.

When you click "Finish", you will see the entire section about the 'sales' measure has been removed.

Lastly, you can reorder individual sentences or bullets within a section by clicking on them and dragging them to their desired location.

If we started like this:

We could drag the second sentence up to the top

New in Narratives for Qlik 1.7, users can generate narratives for visualizations not native to Qlik Sense or without a connected visualization at all. This means users can generate narratives connected to Qlik Sense extensions or even create a Qlik Sense worksheet containing just narratives and no visualizations at all. This guide walks through how to utilize this feature.

Connecting Narratives to Non-Native Visualizations

In this example, we have a worksheet containing a narrative connected to a Qlik Sense scatterplot, but we also have a heat map extension we downloaded from Qlik Branch.

When we bring our narrative extension onto the worksheet, we will now be prompted to choose whether we want to connect it to a chart, or want to add data manually.

We will get to the 'add data' flow later in this guide. Since we are going to connect our narrative to the heat map, we will choose 'Link to Chart'.

This view will look just like the previous narrative creation flow. Next, you will click on the heat map.

Next, you will prompted to choose the 'Narrative Type'. These are the types of narratives you can generate:

Continuous analysis - Examining a metric or set of metrics over a continuous dimension

Discrete analysis - Examining a metric or set of metrics over one or two discrete dimensions

Percent of Whole analysis - Examining a metric over a discrete dimension with a focus on what portion those dimensions make of the whole

Scatter plot analysis

In this case with our heat map, we will want a 'discrete' narrative, so we will click 'discrete'

This will generate our 'discrete' narrative. At this point, you can utilize all the other narrative settings and remove/re-order functionality of Narratives for Qlik.

Note:It is important to note that similar to being connected to a native Qlik visualization, this narrative is connected to the heat map. If you delete the chart, the narrative will be deleted. If you add or remove dimensions or measures or change them, the narrative will automatically update.

Generating Narratives without Visualizations

Here, we will walk through the steps of setting up a narrative without an underlying visualization. We will provide our narrative with a set of measures and dimensions. We will start with a blank worksheet.

We will drag our narrative onto the worksheet.

We will be prompted to either link to a chart, or 'Add Data'. Since we are making a narrative without a visualization, we will choose 'Add Data'.

Now, similar to when you are setting up a Qlik visualization or other visual extensions, you can click the 'Add Dimension' or 'Add Measure' buttons to add measures and dimensions. Or you can use the sidebar. We will add our dimensions and measures.

Now, we will be prompted to choose our narrative type. Since we are starting from scratch, the 'Histogram' narrative is also an option. The only clickable options will be ones that have the required number of measures and dimensions (for example, scatterplot is greyed out in this example because we only have one measure). Here, we'll add a second dimension.

Now, since we have two dimensions, our options will be limited to discrete and continuous. We'll click 'Continuous'.

This give us our continuous (i.e., linechart) narrative. From here, you can utilize all of the narrative settings and other features of Narratives for Qlik. In addition, when we switch to 'view' mode, you can perform selections.

The narrative, although it is not connected to a visualization, is still responsive to selections.

Note:Now, since our visualization is not connected to any visualization, any action you take on a chart will not impact the narrative at all. The narrative may be located near or next to a visualization, but it is completely disconnected.

Users can now apply custom formatting to the measure values that appear in their narratives. Users can specify thousands separators, decimal separators and the number of rounding places through the Qlik Sense formatting experience for each measure in the right sidebar and the narrative will automatically update to reflect those customizations.

We will start with a multi-dimension line chart

We will adjust the number formatting to round to the nearest whole place instead of two decimal places.

You will notice above the narrative has updated to round the measures values to the nearest whole place.

In addition, if you are using 'custom' formatting, and adjust the number of decimal places, the narrative will update to reflect that selection.

When using custom formatting, you can also input a customized 'thousands separator' and 'decimal separator'. The narrative will update to reflect these selections.

A popular feature in Qlik Sense is the use of drill down dimensions. Users can set up hierarchies within their dimension (i.e., Region->State->City) and when users select one of those levels of the hierarchy in their chart in view mode, the chart will automatically drill into the next level down.

Now, in Narratives for Qlik, users can apply custom dimension labels to each level of the hierarchy. The extension will automatically recognize how many levels of your drill down there are and will allow you to set up custom singular and plural dimension labels for each.

Here we have a chart with a drill down dimension for 'Country->Product Category->Product Sub Category->Product'. We will go into our narrative settings.

Click 'language' to get to the custom dimension labels

Now, instead of seeing the one set of labels, you can apply a singular and plural label for each level of the drill down.

In our case, we will have four sets of labels: country/countries, category/categories, subcategory/subcategories and product/products.

Now, we'll start with our bar chart at the 'country' level of the drill down and the narrative will properly refer to those dimensions as country/countries.

Now, when we click on one of those countries in view mode, the chart will drill into the product categories for that country. The narrative will update to correctly refer to the dimension as category/categories.

Terms and Conditions for Narratives for Microstrategy These Terms and Conditions for Narratives for Microstrategy (the "Agreement") is made by and between the person or entity of the API Key ("Customer") and Narrative Science Inc. ("Narrative Science") and governs the use of the Narratives for Microstrategy Service (the "Service") and access to Narrative Science's API in connection therewith. By downloading the Narratives for MicroStrategy extension file and using the unique API Key provided, the Customer acknowledges and agrees to be bound by the terms of this Agreement and further represents and warrants that it has reviewed and agrees to the Narrative Science Privacy Policy (located at https://www.narrativescience.com/privacy-policy). This Agreement pertains solely to the Narratives for Microstrategy Service and to the extent that Customer may execute or may have previously executed an agreement with Narrative Science for other services, this Agreement shall not supersede or modify any such other Agreement. Terms 1. Description of Services. Upon Customer's completion of the registration process, and in connection with the Services to be provided, Customer shall be granted access to download the Narratives for Microstrategy extension and access to the Service's API. Narrative Science will create and make available to Customer certain content relating to Customer's analytics data ("NS Narratives"). Such NS Narratives shall be based on data specifically pertaining to Customer ("Customer Data") and provided to Narrative Science by Customer or from Microstrategy and/or its subsidiaries and affiliates. Customer acknowledges and agrees that Narrative Science is not responsible for the accuracy or completeness of the Customer Data utilized by Narrative Science in creating the NS Narratives and Narrative Science shall not be liable for any errors or omissions in such Customer Data or NS Narratives. Narrative Science may, at its sole discretion and without any liability or obligation to Customer, terminate this Agreement and/or the provision of the Services hereunder, in whole or in part, at any time and without notice. Narrative Science provides access to the Service and the NS Narratives to Customer solely for its own internal use. Customer shall not (i) provide access to the Service to any third party or (ii) use the Service on a service bureau, time sharing or any similar basis, or for the benefit of any third party. (b) Customer shall not (i) alter, enhance or make derivative works of the Service,(ii) reverse engineer, reverse assemble or decompile the Service or any software components of the Service; (iii) use the Service for purposes of benchmarking, collecting and publishing data or analysis relating to the performance of the Service; (iv) use the Service for purposes of developing a product that is competitive with any Narrative Science product or service including the Service; (v) use, or allow the use of, the Service in contravention of any federal, state, local, foreign or other applicable law, or rules or regulations of regulatory or administrative organizations; or (vi) access or use the Service by means of any automated program, expert system, electronic agent or "bot," nor give any third party access to your accounts, except as specifically authorized by Narrative Science. Customer acknowledges and agrees that Narrative Science will use an independent third party API technology provider in connection with Customer's use of the Service and the Narrative Science is not liable for any act or omission of such third party provider or for any matters arising in connection with Narrative Science's or Customer's use of such third party's technology. If Customer chooses to provide Narrative Science with ideas or suggestions regarding any Narrative Science products or services, Customer agrees that Narrative Science is free to use any such ideas and suggestions for any purpose, including, without limitation, developing, improving and marketing products and services, without any liability or payment of any kind to Customer. 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Narratives for Qliknow generates insightful and contextual narratives about histograms. This guide will walk through how to utilize this feature and how it integrates with the way users make histogram bar charts in Qlik Sense.

Making histograms in Qlik Sense

As opposed to standard bar charts where you will want to see a measure across a set of discrete entities (i.e., revenue by product), a histogram allows you to examine how many of those individual entities fall into certain buckets. The example in this guide will look at an employee salary histogram. As opposed to listing out every employee and their salary, the histogram will see how many employees fall into certain 'salary ranges'

In the chart above, you can see how many employees have salaries in each of these ranges. For example, two employees have a salary between 47,500-48,000

Creating Histogram Buckets in Qlik Sense

In order to create those buckets, you can use a custom Qlik 'expression' for our dimension.

Here, we are taking the measure 'Year Salary' and breaking it into buckets of 500. The last argument in this expression is what we want to appear on the x-axis (in this case, 'Salary ($)').

Our measure will just be the count of unique employees. In our case the Count of EmployeeIDs that fall into those ranges.

Generating Narratives about Histograms

Once we've set up our histogram, we can bring a narrative into our worksheet and generate a narrative like we normally would. When we request the narrative, we will see our walkthrough window appear if we've chosen to see it upon each new narrative. In addition, the narrative object will prompt that the N4Q extension believes the narrative is about a histogram.

Next, we'll choose "Histogram" to describe our data

When you click "Next', you can customize how the narrative will refer to these 'histogram buckets'. In this case, we will refer to them as 'salary ranges'

Once we click 'Save and Close', we will have our histogram narrative.

This narrative, different than a standard bar chart will discuss:

The most noteworthy buckets of your histogram

Where the data points are most concentrated

Trends across the various buckets.

You can always choose to return the narrative to a standard bar chart narrative by going back into the narrative settings and describing the data as "Discrete".

New in Narratives for Qlik v1.5, users can choose their currency for measure values meant to formatted as 'money' through a very intuitive user interface.

This guide will walk through the scenarios where a user has formatted their measure values in the chart as money prior to generating a narrative as well as when a user has not changed the formatting in the chart, but wishes to format values as money in the narrative.

Scenario 1:User formats measure values in chart as money

In this scenario, a we have chosen to format their measure 'Money' using the Qlik "Data" dropdown. When we go to our narrative settings and click on "Characterizations", we will see 'Money' has already been selected as our desired format for measure values in our narrative.

With 'Money' selected, a currency dropdown will already be present. From here, you can choose your desired currency from a list of over 50 supported currencies.

In this example, we will choose Euros.

When we 'Save and Close', the narrative will be updated with our desired currency.

Scenario 2: Measure values not formatted as Money in source chart

Here, we will have a chart where a user has not chosen to format the measure as 'money', but we can choose to have the narrative render values in our desired currency. Here, in the Qlik 'Data' dropdown, the format is still 'auto'.

When we open up narrative settings and go to 'Characterizations', we will see that values will be rendered as numbers by default.

We can choose to render our measure values as money by clicking 'Money'

This will bring up the currency selection dropdown. From here, we can choose from over 50 currencies.

We'll choose Euros for this example/

When we click "Save and Close", the new narrative will include our desired currency.

(1) Create a visualization in your worksheet. For this example, we will create a line chart measuring revenue over time and then will add an accompanying narrative.

(2) Drag the "Narratives" extension from the left sidebar into the worksheet in the desired location for the narrative.

(3) Click on the chart you want to write a narrative about. This will bring up the narrative settings walkthrough, a guided experience for personalizing and contextualizing your narrative.

(4) Click "Get Started" to begin the walkthrough. You can also choose to close the walkthrough and return to settings later by clicking "Save and Close" or you can choose to have this walkthrough show up for all new narratives or not by clicking the 'Show automatically for new narratives" checkbox.

Other sections of this support portal will dig into the narrative customizations in detail, but this guide will provide an overview of how you can utilize this feature to get up and running with insightful and contextual narrative quickly.

Dimensions Setup - Data

The first step in this walkthrough will allow a user to confirm the description of the narrative dimensions. Narratives for Qlik automatically selects a choice based on the source chart type (line, bar, scatter, etc.), but a user can overwrite this choice. In our example, we have a line chart, so it is 'continuous' and we'll choose 'next'.

Dimensions Setup -Language

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

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.

Change the singular and plural versions of the dimension label to how you want to reference dimensions. You will see the sample sentence change to reflect your changes.

Click the ‘Add Variation’ button and fill in the text boxes if you want the Narratives for Qlik extension to cycle through different references to the dimension.

Once you have specified your dimension language, you can click "Next".

Measures - Characterizations

The next step will be characterizing and providing additional context for the measures used in your narrative. Characterizations will be relevant in almost all cases, but some of the other options you see in the shot above (Relationships, Drivers) may only be used for certain story types and in certain situations. Those experiences are described in much more detail in other parts of this support portal.

Within measure characterizations, you can for example:

Tell the extension whether larger values in your chart are considered good or bad. The story will adjust based on if 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.

Depending on the type of number formatting you chose for your visualization, the chart will adjust to reflect that selection and you can choose your desired currency.

Once you have finished with measures, you can click "Next".

Narrative -Formatting and Analytics

The last phase of setting up your narrative, titled "Narrative" involves choosing custom formatting rules and setting any relevant formatting or story inclusion thresholds.

Story inclusion thresholds are described in much greater detail in other parts of the support portal

Once you have finished this step, you can click "Next" to finish the walkthrough.

You can always return to your narrative settings by clicking the gearbox icon inside your narrative object.

Multiple Charts

(1) If you have more than one chart in your worksheet, you again can drag the narrative extension from the right sidebar into the desired location.

(2) Click on the chart you want to write about.

This guide will walk through using the "Driver Analysis" feature of Narratives for Qlik. Using this feature with your charts that havea continuous dimension, you can find out the measures within your Qlik application that have the greatest impact on the movement of your subject.

This feature allows you to give the extension a list of 'potential' drivers that you believe could impact the movement of your subject. Then, your narrative will talk about the correlation of these options on your subject, explaining the one with the highest correlation. The narrative will talk about measures without you needing to plot them on the same chart.

Note: In order to be considered a 'driver option' for your subject measure, the metric must be a 'Measure' in your Qlik App. You will not see 'Fields' as driver options.

To utilize this feature:

1) Open your narrative settings. In the left sidebar, when you click (2) Measures, you will find Drivers.

2) Click on "Drivers". This will bring up a choice to apply driver analysis to this narrative.

3) When you click "Yes", you will be able to select the 'subject measure' and it's potential drivers.

4) When you select the measure you want as the subject, you will be able to select measures in your app as potential drivers.

5) Once you click onone measure, you will see it added. Then you'll be able to add more measures or delete driver options.

Multiple Measures

6) If you have multiple measures on your chart, you can select driver options for each of those measures.

7) To do this, after you've done the first measure, click the "Add relationships" button. Then you'll be able to add driver options for your next measure.

Note: Driver analysis is conducted using a linear regression method. Additional methods for driver analysis will be added in future versions of the product.

Language Settings

Using the Narratives for Power BI"Narrative Settings" menu, you can provide more context to your narratives.

To get to this menu:

After a narrative has been generated, click the 'gear' icon to bring up your narrative settings.

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

Customized Dimension Labels

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

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

(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 PowerBIextension to cycle through different references to the dimension. For example,

(6) As you make these updates,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 inthe 'characterizations' tab. This is where you can tell the Narratives for Power BIextension 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 whetheran 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) You can tell the extension whether values should be added together.adding values together or not.For example, if you were examining the movement of a stock price over a year's worth of days, you would not want the narrative to add up the stock price on each day into a grand total when examining the series. However, monthly revenue may be appropriate to sum to a grand yearly total.

(3) Choosethe formatting of the numbers in the narrative for that measure from the Format selectionYou 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.

Portion Relationship

In this example, we have Sum of Travel Expensesand Total Expensesboth plotted over time in a multi-measure line chart. We will want to inform the extension that the Sum of Travel Expensesis actually a 'portion' of Total Expenses.

(1) Choose the Relationships tab in the settings menu. Click on "Relationships". You will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures.

(2)Use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

(3)After you've selected the parent measure (in this case, 'Total Expenses), your relationship will be saved and a new narrative generated. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more relationships by clicking "Add Relationships".

Continuous NarrativeBenchmark Relationship

In this example, we will have a line chart measuring sales over time against a sales target. Applying a 'Comparison to Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

(1)Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships', you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

(2)Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

(3)You can click the "x" on the right side in order to remove this relationship.

Discrete Narrative Benchmark Relationship

(1)Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships', you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

(2)Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

(3)You can click the "x" on the right side in order to remove this relationship.

Discrete Narrative Comparison of Current to Previous Time Period

In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

(1)Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships', you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

(2)Use the drop downs to select which measure reflects the current/most recent periodand which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

(3)You can click the "x" on the right side in order to remove this relationship.

Messaging

This guide is aimed at getting you up to speed on all the features and functionality of Narratives for Qlik. It will contain links to articles within our help center.

I've just downloaded Narratives for Qlik from your website and I want to start using it.

You can find our installation instructions for Qlik Sense Desktop here and for Qlik Sense Enterprise here. Also, we have video tutorials

I've installed the extension. I want to start generating narratives

Our usage instructions will give you step-by-step instructions on how to get started

I want to control the amount of detail in my narrative and change my story format

You can look through our instructions for personalizing your narratives

I want to provide context to my narratives

We have detailed instructions on how to use "Narrative Settings" to add customized dimension labels and apply relationships between measures.

I want to control the analytics packages executed when my narrative is generated

Check out our guide for configurable analytics.

I want to know which measures are impacting the movement of another

Read our instructions for performing driver analysis

I have a chart with many series (lines, bars, treemap boxes). I want to focus on the interesting ones

You can use the narrative focus filter

I have a scatter plot and want a story to explain to me what is going on

We have an explanation of the types of analysis we perform to generate narratives about scatter plots.

Learn how to set thresholds that limit the information included in your narratives, run predictive analytics, and apply custom visual formatting to your narrative content.

Setting Narrative Format Options

Within your narrative settings, click on 'Display' to set the color and font style for when changes are considered good or bad.

Setting Thresholds and Formatting for Segment Analytics

The two analytic types that support custom thresholds and formatting are 'Segments' and 'Trend line'. If you click "Analytics" and click to expand "Segments", you will find these options.

Adjusting this slider allows you to specify percent changes that are interesting to you. Analytics with resulting changes below your threshold will not be talked about in the narrative. For example, if only changes of 60\% or greater are interesting to you, the narrative will not include content about a trough in a time series that featured a 30\% decline.

Once you've decided on that threshold, you can choose to format content related to interesting changes by choosing "Yes" to the question "Do you want to apply formatting to this content in the narrative?"

This will bring up another slider where you can set an additional threshold for content that should have formatting applied.

The minimum for this slider will be the value you set above and a new story will generate automatically with formatting enabled once you choose this option.

Setting Thresholds and Formatting for Trend Line Analytics

The two analytic types that support custom thresholds and formatting are 'Segments' and 'Thresholds'. If you click "Analytics" and click to expand "Trend line", you will find these options.

Here, you can set the minimum confidence level that the narrative should include content related to an overall trend line and prediction.For example, if an overall trend line can be drawn at 90\% confidence, but you have set the threshold at 95\%, content about the overall trend or predictions will not generate.

Setting Predictive Analytics

You can also set how many periods into the future the narrative should predict. Please note: At least 30 points of data are required for future trend line reporting.

Once you've decided on that threshold, you can choose to format content related to interesting changes by choosing "Yes" to the question "Do you want to apply formatting to this content in the narrative?"

After you've made these choices, a new narrative will be generated.

N4Q 1.6 Features:

1. Remove and Re-order content - Once a narrative has been configured, individual sentences can be removed and re-ordered according to preferences and entire sections can be removed.

Turn off individual sentences or bullets

Re-order individual sentences or bullets

Turn off entire sections

2. Current vs. Previous Relationship Type in Continuous Narratives - Users can now analyze measures where one represents the previous value of the other in continuous narratives:

3. Apply multiple relationships in a single narrative - In both continuous and discrete narratives, users can apply both ‘actual vs. benchmark’ and ‘current vs. previous’ relationships.

Additional measures without a relationship will also be analyzed

4. Comparison of overlapping portions of series containing null or missing values - For multi-dimension line charts where portions of one or more series are incomplete, the narrative will now focus on the overlapping portions of the series for comparison.

Each individual series will be analyzed across the periods for which it has data

We are constantly updating the product and would love to hear your feedback. Please feel free to contact us anytime to let us know what additional features you are interested in seeing.

Custom Built Solutions: If you feel that Narratives for Qlikis not filling the specific needs of your business, please contact us and let us know how we can help you. We can build "on order" solutions that provide context specific narratives, support custom visualizations, and/or run customer specific analytics tailored to an industry or function.

Terms and Conditions for Narratives for Qlik

These Terms and Conditions for Narratives for Qlik (the "Agreement") is made by and between the person or entity clicking on the "I Agree" button below ("Customer") and Narrative Science Inc. ("Narrative Science") and governs the use of the Narratives for Qlik Service (the "Service") and access to Narrative Science's API in connection therewith. By clicking on the "I Agree" button below, Customer acknowledges and agrees to be bound by the terms of this Agreement and further represents and warrants that it has reviewed and agrees to the Narrative Science Privacy Policy (located athttps://www.narrativescience.com/privacy-policy). This Agreement pertains solely to the Narratives for Qlik Service and to the extent that Customer may execute or may have previously executed an agreement with Narrative Science for other services, this Agreement shall not supersede or modify any such other Agreement.

Terms

Description of Services.Upon Customer's completion of the registration process, and in connection with the Services to be provided, Customer shall be granted access to download the Narratives for Qlik extension and access to the Service's API. Narrative Science will create and make available to Customer certain content relating to Customer's analytics data ("NS Narratives"). Such NS Narratives shall be based on data specifically pertaining to Customer ("Customer Data") and provided to Narrative Science by Customer or from Qlik Technologies Inc. and/or its subsidiaries and affiliates. Customer acknowledges and agrees that Narrative Science is not responsible for the accuracy or completeness of the Customer Data utilized by Narrative Science in creating the NS Narratives and Narrative Science shall not be liable for any errors or omissions in such Customer Data or NS Narratives. Narrative Science may, at its sole discretion and without any liability or obligation to Customer, terminate this Agreement and/or the provision of the Services hereunder, in whole or in part, at any time and without notice. Narrative Science provides access to the Service and the NS Narratives to Customer solely for its own internal use. Customer shall not (i) provide access to the Service to any third party or (ii) use the Service on a service bureau, time sharing or any similar basis, or for the benefit of any third party. (b) Customer shall not (i) alter, enhance or make derivative works of the Service,(ii) reverse engineer, reverse assemble or decompile the Service or any software components of the Service; (iii) use the Service for purposes of benchmarking, collecting and publishing data or analysis relating to the performance of the Service; (iv) use the Service for purposes of developing a product that is competitive with any Narrative Science product or service including the Service; (v) use, or allow the use of, the Service in contravention of any federal, state, local, foreign or other applicable law, or rules or regulations of regulatory or administrative organizations; or (vi) access or use the Service by means of any automated program, expert system, electronic agent or "bot," nor give any third party access to your accounts, except as specifically authorized by Narrative Science. Customer acknowledges and agrees that Narrative Science will use an independent third party API technology provider in connection with Customer's use of the Service and the Narrative Science is not liable for any act or omission of such third party provider or for any matters arising in connection with Narrative Science's or Customer's use of such third party's technology.

If Customer chooses to provide Narrative Science with ideas or suggestions regarding any Narrative Science products or services, Customer agrees that Narrative Science is free to use any such ideas and suggestions for any purpose, including, without limitation, developing, improving and marketing products and services, without any liability or payment of any kind to Customer.

Any terms or provisions of this Agreement, including those affecting warranties, indemnities, limitation of liability, etc., which by their nature extend beyond the expiration or termination of this Agreement shall remain in effect and survive the termination or expiration hereof.

Indemnification; Limitation of Liability

(a)Customer agrees to indemnify, defend and hold harmless Narrative Science (and its respective officers, directors, employees, shareholders and agents) from and against any and all, actual or threatened, third party claims, liabilities, losses, damages, injuries or expenses (including reasonable attorney's fees) directly or indirectly arising from or relating to (i) any breach of this Agreement by Customer or (ii) Customer's violation of any applicable law or regulation (including but not limited to any violation of any personas or entity intellectual property or privacy rights).

(b)Narrative Science shall not be liable to Customer for any special, consequential, incidental, punitive or indirect damages, losses, costs or expenses of any kind or any lost or imputed profits arising out of the use of the Service, this Agreement, or the termination thereof, however caused, and whether based in contract, tort (including negligence), product liability or any other theory of liability regardless of whether Narrative Science has been advised of the possibility of such damages, losses, costs or expenses. Customer waives any claims that these exclusions deprive it of an adequate remedy. Narrative Science's liability to Customer for any claims arising under this Agreement or in connection with the use of the Service shall not exceed $1,000.00.

Confidentiality.Unless the parties have previously entered into an agreement addressing the confidentiality obligation of the parties, the following shall apply. In connection with entering into and performing under this Agreement, each party may receive or have access to commercially valuable technical and nontechnical confidential or proprietary information of the other party, including information in whatever form, relating to the business of such party that is not generally known or available to others, including but not limited to, source code and documentation for software, trade secrets, know how, customer lists, pricing strategies, payment terms, this Agreement, marketing and business plans, information concerning such party's vendors, and such party's contemplated plans, strategies and prospects (Confidential Information). In addition to the foregoing, each party recognizes that the other party may have received and in the future may receive confidential or proprietary information of a third party ("Third Party Confidential Information"). Any Third Party Confidential Information disclosed by one party to the other party shall be deemed to be the disclosing party's Confidential Information. Except as expressly and unambiguously allowed herein, the receiving party will hold in confidence and not disclose any Confidential Information of the disclosing party and will similarly bind its employees and agents. Each party acknowledges and agrees that any Confidential Information received or obtained from the other party will be the sole and exclusive property of the other party and may not be used, disseminated or disclosed except as may be necessary to perform the obligations required under this Agreement or as may be required by law. If disclosure is required by law, then, to the extent permitted by law, the party required to disclose Confidential Information will provide notice to and shall reasonably cooperate with the other party (at the other party's request and expense) so that the other party may preserve the confidentiality of the Confidential Information to the extent reasonably possible. Notwithstanding the foregoing, Confidential Information shall not include, and neither party will be liable for disclosure of, any information received by the receiving party under this Agreement if the information:(a)is or becomes generally available to or known to the public through no wrongful act of the receiving party;(b)was previously known by the receiving party through no wrongful act of receiving party;(c)was independently developed by the receiving party without reference to the Confidential Information; or(d)was lawfully disclosed to the receiving party by a third party under no obligation of confidentiality to the other party. Notwithstanding anything provision in this Agreement to the contrary, Narrative Science may monitor Customer's use of the Services and may use Customer Data in an aggregate and anonymous manner, compile statistical and performance information related to the provision and operation of the Services, and may make such information publicly available.

Intellectual Property.Narrative Science owns and shall retain all right, title and interest in and to the processes and technology utilized in the creation of the NS Narratives and all intellectual property, as well as any and all derivatives, changes and improvements thereto (including, without limitation, all copyrights, trademarks, patents and know-how), associated therewith (the NS IP). Narrative Science shall also own the NS Narratives created during the Term hereof. Customer shall not (i) copy, rent, lease or reverse-engineer the Service, (ii) represent that it possesses any proprietary interest in the Service or (iii) directly or indirectly, take any action to contest Narrative Science’s intellectual property rights in the processes and technology utilized in Service or infringe upon such rights in any way. For purposes of clarification, no aspect or component of the NS IP shall be deemed to be included within the Service or the NS Narratives delivered hereunder.

Ownership.Customer shall own all right, title and interest in and to the Customer Data provided to Narrative Science hereunder. Narrative Science will not use any Customer Data or other information provided to it by Customer for any purpose other than for meeting its obligations under this Agreement.

General Provisions

(a) Representations and Warranties; Disclaimer of Warranties.Each party represents and warrants to the other party that such party has all necessary right, power and authority to enter into this Agreement. Customer represents and warrants that (i) all data that it provides or otherwise makes available to Narrative Science shall be provided in accordance with all applicable laws and regulations, (ii) that it is authorized to provide such data for the use intended hereunder and (iii) no personally identifiable information shall be provided to Narrative Science. Except as specifically provided for above, Narrative Science expressly disclaims any and all warranties of any kind, whether express or implied, including, but not limited to, any implied warranties, including but not limited to, warranties of merchantability, fitness for a particular purpose, title and non- infringement. Narrative Science makes no warranty that the Service will be uninterrupted, timely, or virus free. Customer expressly agrees and acknowledges that the Service is free and provided on an as-is basis.

(b) Jurisdiction and Governing Law; Attorney's Fees.Each party consents to the exclusive personal jurisdiction of the state and federal courts located in Cook County, Illinois and agrees that any claim against the other arising from or in connection with this Agreement shall be brought in such courts. The rights and obligations of the parties under this Agreement shall be governed by and construed under the laws of the State of Illinois without reference to conflict of laws principles. In any legal proceeding relating to a dispute arising out of or relating to this Agreement, the prevailing party shall be entitled to an award of legal fees and costs.

(c) Force Majeure.Neither party shall be deemed in default of this Agreement to the extent that performance of its obligations or attempts to cure any breach are delayed or prevented by reason of any act of God, fire, natural disaster, accident, riots, acts of government, shortage of materials or supplies, or any other cause beyond the reasonable control of such party; provided, that the party whose performance is affected by any such event gives the other party written notice thereof within three (3) business days of such event or occurrence.

(d) Relationship.The relationship of Customer and Narrative Science established by this Agreement is that of independent contractors, and neither party is an employee, agent, partner or joint venture of the other.

(e) Notice.Any notice, communication or statement relating to this Agreement from Narrative Science to Customer shall be sent to the email address provided by Customer during registration for the Service. Any notice, communication or statement relating to this Agreement from Customer to Narrative Science shall be in writing and deemed effective: (i) upon delivery when delivered in person; or (ii) upon delivery when delivered by registered or certified mail, postage prepaid, return receipt requested or by nationally-recognized overnight courier service and shall be sent to the following:

Narrative Science Inc.

303 East Wacker Drive

Suite 1500

Chicago, IL 60601

Phone: (312) 477-0590

Attn: CEO

(f) Successors and Assigns.Customer may not, directly or indirectly, in whole or in part, by operation of law or otherwise, assign or transfer this Agreement or delegate any of its obligations under this Agreement without Narrative Science's written consent. Any attempted assignment, transfer or delegation without such prior written consent will be void and unenforceable. In the event that this Agreement is validly assigned, then this Agreement shall be binding upon and inure to the benefit of the parties hereto, their successors and assigns.

(g) Waivers.The failure of either party to insist upon or enforce strict performance by the other or to exercise any right under this Agreement shall not be construed as a waiver or relinquishment to any extent of such party's right to assert or rely upon any such provision or right in that or any other instance, and the same shall be and remain in full force and effect.

(h) Equitable Relief. Licensee acknowledges that Narrative Science may be irreparably harmed by a breach of the terms of this License Agreement and that damages, alone, may not be an adequate remedy. Customer agrees that, in addition to any other rights or remedies permitted under applicable law, Narrative Science will have the right to enforce this License Agreement by injunctive or other equitable relief without the need to prove actual damages or post a bond.

(i) Modification of Terms.Narrative Science reserves the right to modify this Agreement, effective upon Narrative Science's notification to Customer of such modification. Customer is responsible for regularly reviewing this Agreement. Continued use of the Service after any such modification to the terms of the Agreement shall constitute Customer consent to such changes.

(j) Entire Agreement.This Agreement sets forth the entire agreement and understanding of the parties relating to the subject matter hereof, and merges all prior discussions and writings between them with respect to the contents of this Agreement. If any provision (or part thereof) of this Agreement is determined by a court of competent jurisdiction as part of a final non- appealable ruling, government action or binding arbitration, to be invalid, illegal, or otherwise unenforceable, such provision shall be enforced as nearly as possible in accordance with the stated intention of the parties, while the remainder of this Agreement shall remain in full force and effect and bind the parties according to its terms.

Terms and Conditions for Narratives for Microsoft Power BI

These Terms and Conditions for Narratives for Microsoft Power BI (the "Agreement") is made by and between the person or entity clicking on the "I Agree" button below ("Customer") and Narrative Science Inc. ("Narrative Science") and governs the use of the Narratives for Microsoft Power BI Service (the "Service") and access to Narrative Science's API in connection therewith. By clicking on the "I Agree" button below, Customer acknowledges and agrees to be bound by the terms of this Agreement and further represents and warrants that it has reviewed and agrees to the Narrative Science Privacy Policy (located athttps://www.narrativescience.com/privacy-policy). This Agreement pertains solely to the Narratives for Microsoft Power BI Service and to the extent that Customer may execute or may have previously executed an agreement with Narrative Science for other services, this Agreement shall not supersede or modify any such other Agreement.

Terms

Description of Services.Upon Customer's completion of the registration process, and in connection with the Services to be provided, Customer shall be granted access to download the Narratives for Microsoft Power BI extension and access to the Service's API. Narrative Science will create and make available to Customer certain content relating to Customer's analytics data ("NS Narratives"). Such NS Narratives shall be based on data specifically pertaining to Customer ("Customer Data") and provided to Narrative Science by Customer or from Microsoft and/or its subsidiaries and affiliates. Customer acknowledges and agrees that Narrative Science is not responsible for the accuracy or completeness of the Customer Data utilized by Narrative Science in creating the NS Narratives and Narrative Science shall not be liable for any errors or omissions in such Customer Data or NS Narratives. Narrative Science may, at its sole discretion and without any liability or obligation to Customer, terminate this Agreement and/or the provision of the Services hereunder, in whole or in part, at any time and without notice. Narrative Science provides access to the Service and the NS Narratives to Customer solely for its own internal use. Customer shall not (i) provide access to the Service to any third party or (ii) use the Service on a service bureau, time sharing or any similar basis, or for the benefit of any third party. (b) Customer shall not (i) alter, enhance or make derivative works of the Service,(ii) reverse engineer, reverse assemble or decompile the Service or any software components of the Service; (iii) use the Service for purposes of benchmarking, collecting and publishing data or analysis relating to the performance of the Service; (iv) use the Service for purposes of developing a product that is competitive with any Narrative Science product or service including the Service; (v) use, or allow the use of, the Service in contravention of any federal, state, local, foreign or other applicable law, or rules or regulations of regulatory or administrative organizations; or (vi) access or use the Service by means of any automated program, expert system, electronic agent or "bot," nor give any third party access to your accounts, except as specifically authorized by Narrative Science. Customer acknowledges and agrees that Narrative Science will use an independent third party API technology provider in connection with Customer's use of the Service and the Narrative Science is not liable for any act or omission of such third party provider or for any matters arising in connection with Narrative Science's or Customer's use of such third party's technology.

If Customer chooses to provide Narrative Science with ideas or suggestions regarding any Narrative Science products or services, Customer agrees that Narrative Science is free to use any such ideas and suggestions for any purpose, including, without limitation, developing, improving and marketing products and services, without any liability or payment of any kind to Customer.

Any terms or provisions of this Agreement, including those affecting warranties, indemnities, limitation of liability, etc., which by their nature extend beyond the expiration or termination of this Agreement shall remain in effect and survive the termination or expiration hereof.

Indemnification; Limitation of Liability

(a)Customer agrees to indemnify, defend and hold harmless Narrative Science (and its respective officers, directors, employees, shareholders and agents) from and against any and all, actual or threatened, third party claims, liabilities, losses, damages, injuries or expenses (including reasonable attorney's fees) directly or indirectly arising from or relating to (i) any breach of this Agreement by Customer or (ii) Customer's violation of any applicable law or regulation (including but not limited to any violation of any personas or entity intellectual property or privacy rights).

(b)Narrative Science shall not be liable to Customer for any special, consequential, incidental, punitive or indirect damages, losses, costs or expenses of any kind or any lost or imputed profits arising out of the use of the Service, this Agreement, or the termination thereof, however caused, and whether based in contract, tort (including negligence), product liability or any other theory of liability regardless of whether Narrative Science has been advised of the possibility of such damages, losses, costs or expenses. Customer waives any claims that these exclusions deprive it of an adequate remedy. Narrative Science's liability to Customer for any claims arising under this Agreement or in connection with the use of the Service shall not exceed $1,000.00.

Confidentiality.Unless the parties have previously entered into an agreement addressing the confidentiality obligation of the parties, the following shall apply. In connection with entering into and performing under this Agreement, each party may receive or have access to commercially valuable technical and nontechnical confidential or proprietary information of the other party, including information in whatever form, relating to the business of such party that is not generally known or available to others, including but not limited to, source code and documentation for software, trade secrets, know how, customer lists, pricing strategies, payment terms, this Agreement, marketing and business plans, information concerning such party's vendors, and such party's contemplated plans, strategies and prospects (Confidential Information). In addition to the foregoing, each party recognizes that the other party may have received and in the future may receive confidential or proprietary information of a third party ("Third Party Confidential Information"). Any Third Party Confidential Information disclosed by one party to the other party shall be deemed to be the disclosing party's Confidential Information. Except as expressly and unambiguously allowed herein, the receiving party will hold in confidence and not disclose any Confidential Information of the disclosing party and will similarly bind its employees and agents. Each party acknowledges and agrees that any Confidential Information received or obtained from the other party will be the sole and exclusive property of the other party and may not be used, disseminated or disclosed except as may be necessary to perform the obligations required under this Agreement or as may be required by law. If disclosure is required by law, then, to the extent permitted by law, the party required to disclose Confidential Information will provide notice to and shall reasonably cooperate with the other party (at the other party's request and expense) so that the other party may preserve the confidentiality of the Confidential Information to the extent reasonably possible. Notwithstanding the foregoing, Confidential Information shall not include, and neither party will be liable for disclosure of, any information received by the receiving party under this Agreement if the information:(a)is or becomes generally available to or known to the public through no wrongful act of the receiving party;(b)was previously known by the receiving party through no wrongful act of receiving party;(c)was independently developed by the receiving party without reference to the Confidential Information; or(d)was lawfully disclosed to the receiving party by a third party under no obligation of confidentiality to the other party. Notwithstanding anything provision in this Agreement to the contrary, Narrative Science may monitor Customer's use of the Services and may use Customer Data in an aggregate and anonymous manner, compile statistical and performance information related to the provision and operation of the Services, and may make such information publicly available.

Intellectual Property.Narrative Science owns and shall retain all right, title and interest in and to the processes and technology utilized in the creation of the NS Narratives and all intellectual property, as well as any and all derivatives, changes and improvements thereto (including, without limitation, all copyrights, trademarks, patents and know-how), associated therewith (the NS IP). Narrative Science shall also own the NS Narratives created during the Term hereof. Customer shall not (i) copy, rent, lease or reverse-engineer the Service, (ii) represent that it possesses any proprietary interest in the Service or (iii) directly or indirectly, take any action to contest Narrative Science’s intellectual property rights in the processes and technology utilized in Service or infringe upon such rights in any way. For purposes of clarification, no aspect or component of the NS IP shall be deemed to be included within the Service or the NS Narratives delivered hereunder.

Ownership.Customer shall own all right, title and interest in and to the Customer Data provided to Narrative Science hereunder. Narrative Science will not use any Customer Data or other information provided to it by Customer for any purpose other than for meeting its obligations under this Agreement.

General Provisions

(a) Representations and Warranties; Disclaimer of Warranties.Each party represents and warrants to the other party that such party has all necessary right, power and authority to enter into this Agreement. Customer represents and warrants that (i) all data that it provides or otherwise makes available to Narrative Science shall be provided in accordance with all applicable laws and regulations, (ii) that it is authorized to provide such data for the use intended hereunder and (iii) no personally identifiable information shall be provided to Narrative Science. Except as specifically provided for above, Narrative Science expressly disclaims any and all warranties of any kind, whether express or implied, including, but not limited to, any implied warranties, including but not limited to, warranties of merchantability, fitness for a particular purpose, title and non- infringement. Narrative Science makes no warranty that the Service will be uninterrupted, timely, or virus free. Customer expressly agrees and acknowledges that the Service is free and provided on an as-is basis.

(b) Jurisdiction and Governing Law; Attorney's Fees.Each party consents to the exclusive personal jurisdiction of the state and federal courts located in Cook County, Illinois and agrees that any claim against the other arising from or in connection with this Agreement shall be brought in such courts. The rights and obligations of the parties under this Agreement shall be governed by and construed under the laws of the State of Illinois without reference to conflict of laws principles. In any legal proceeding relating to a dispute arising out of or relating to this Agreement, the prevailing party shall be entitled to an award of legal fees and costs.

(c) Force Majeure.Neither party shall be deemed in default of this Agreement to the extent that performance of its obligations or attempts to cure any breach are delayed or prevented by reason of any act of God, fire, natural disaster, accident, riots, acts of government, shortage of materials or supplies, or any other cause beyond the reasonable control of such party; provided, that the party whose performance is affected by any such event gives the other party written notice thereof within three (3) business days of such event or occurrence.

(d) Relationship.The relationship of Customer and Narrative Science established by this Agreement is that of independent contractors, and neither party is an employee, agent, partner or joint venture of the other.

(e) Notice.Any notice, communication or statement relating to this Agreement from Narrative Science to Customer shall be sent to the email address provided by Customer during registration for the Service. Any notice, communication or statement relating to this Agreement from Customer to Narrative Science shall be in writing and deemed effective: (i) upon delivery when delivered in person; or (ii) upon delivery when delivered by registered or certified mail, postage prepaid, return receipt requested or by nationally-recognized overnight courier service and shall be sent to the following:

Narrative Science Inc.

303 East Wacker Drive

Suite 1500

Chicago, IL 60601

Phone: (312) 477-0590

Attn: CEO

(f) Successors and Assigns.Customer may not, directly or indirectly, in whole or in part, by operation of law or otherwise, assign or transfer this Agreement or delegate any of its obligations under this Agreement without Narrative Science's written consent. Any attempted assignment, transfer or delegation without such prior written consent will be void and unenforceable. In the event that this Agreement is validly assigned, then this Agreement shall be binding upon and inure to the benefit of the parties hereto, their successors and assigns.

(g) Waivers.The failure of either party to insist upon or enforce strict performance by the other or to exercise any right under this Agreement shall not be construed as a waiver or relinquishment to any extent of such party's right to assert or rely upon any such provision or right in that or any other instance, and the same shall be and remain in full force and effect.

(h) Equitable Relief. Licensee acknowledges that Narrative Science may be irreparably harmed by a breach of the terms of this License Agreement and that damages, alone, may not be an adequate remedy. Customer agrees that, in addition to any other rights or remedies permitted under applicable law, Narrative Science will have the right to enforce this License Agreement by injunctive or other equitable relief without the need to prove actual damages or post a bond.

(i) Modification of Terms.Narrative Science reserves the right to modify this Agreement, effective upon Narrative Science's notification to Customer of such modification. Customer is responsible for regularly reviewing this Agreement. Continued use of the Service after any such modification to the terms of the Agreement shall constitute Customer consent to such changes.

(j) Entire Agreement.This Agreement sets forth the entire agreement and understanding of the parties relating to the subject matter hereof, and merges all prior discussions and writings between them with respect to the contents of this Agreement. If any provision (or part thereof) of this Agreement is determined by a court of competent jurisdiction as part of a final non- appealable ruling, government action or binding arbitration, to be invalid, illegal, or otherwise unenforceable, such provision shall be enforced as nearly as possible in accordance with the stated intention of the parties, while the remainder of this Agreement shall remain in full force and effect and bind the parties according to its terms.

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This guide will go through the more advanced settings of the Narratives for MicroStrategy plugin.

You can enable or disable particular analytics packages of Narratives for MicroStrategyto adjust your narrative.

In our example, we are doing continuous analysis of a singlemetricby day. The narrative by default may include examination of volatility.

However, we may not care about that analysis. We can disable that analytic by unchecking the box.

For continuous analysis, the analytic buckets that are executed by default are:

Segments: This looks for interesting spans within a series or compare interesting spans across series. Examples include peaks or troughs.

Trendline: This looks to discuss the overall trend of a series if it is statistically significant

Correlation: If there are multiple series (measures or dimension values), this looks for the degree of correlation between those series

Volatility: When noteworthy, calls out the level of volatility of an individual series and compares series by their volatility

For discrete analysis, the buckets are:

Distribution

Correlation

Clustering

Next, we will walk through using the"Driver Analysis" feature of Narratives forMicroStrategy.Using this feature with your narrativesthat havea continuous dimension, you can find out the metricsin your dataset that have the greatest impact on the movement of your subject.

This feature allows you to give the extension a list of 'potential' drivers that you believe could impact the movement of your subject. Then, your narrative will talk about the correlation of these options on your subject, explaining the one with the highest correlation. The narrative will talk about measures without you needing to plot them on the same chart.

To select 'Potential Drivers', you can drag those metrics into the 'Drivers' box.

Then, when you go to Advanced Settings, you can select those metrics under 'Metric Drivers'

You will see the narrative talk about the impact those drivers had on the subject metric.

This guide will go through some of the basic settings of the Narratives for MicroStrategy plugin. These settings allow you to provide meaningful context to your narratives by providing small pieces of additional information.

First, 'Metric Customizations' can be applied to either all Metrics, or on an individual basis.

First, you can choose the format of your metrics.

If the values are 'percentage' values and the user chooses "percent", the narrative will automatically multiply all of those measure values by 100 and append a "\%" to the end of each value. In addition, rather than focusing on 'percent changes' like would occur with numerical values, the narrative will talk more logically about 'percentage point differences'.

If the values are 'Money', the narrative will automatically add a "$" prefix and use cleaner references to the prices (for example, '$1.3 million instead of $1,300,000.00'). From there, the user can choose their own local currency.

Next,Larger values are': This setting allows you to inform the extension how to treat upward movements in a measure. For example, revenue going up is usually considered a 'good' thing. Costs going up might be considered 'bad'.

'Show Cumulative':By default, continuous analysis narratives will call out the total of the measure across the series (for example, 'the total sales across all 12 months was $1.5 billion"). However, for certain types of measure values, this analysis is not relevant. For example, if you are analyzing the daily closing stock price of a stock, you may not want to know what the sum of all the daily closing prices for the year was. In that case, you can toggle this setting to 'No'

You can also customize the references to your attribute throughout the narrative. You will see the way the attributewill be referenced both in singular and plural form.

In this example, we are measuring amountby day. So we can change the singular and plural dimension labels to "day" and "days"

Within basic settings, you can also adjust the fonts of the story. The 'Content Font' will be all of the narrative that doesn't end up having special formatting rules.

'Highlight Font (Good)' is style that can be applied to significant changes that are 'positive' depending on the 'Larger values are' setting you applied earlier.

'Highlight Font (Bad)' is style that can be applied to significant changes that are 'negative'

Below is an example of a narrative utilizing the custom fonts.

Other guides will walk through the 'Advanced Settings' of the Narratives for MicroStrategy plugin.

This guide will walk through how to generate narratives using the Narratives for MicroStrategy Plugin. We will start with a dashboard with a visualization on it already. Once the plugin has been installed, you will see the Narrative Science NLG Plugin in the 'custom' section of visualizations.

Click on the Quill icon of the plugin. You will be prompted to select the data used to generate narratives.

Choose the Attributes and Metrics to be used in the narrative. Once the data has been selected, you will immediately see a narrative appear.

By default, the narrative you see will assume discrete dimension values (a bar chart story). We will now go through how to choose the appropriate story type for your data.

First, go to the settings by clicking the gearbox icon in the same rail as the attributes and metrics.

Next, click the top dropdown that says "Title and Container"

Choose 'NLG Basic Settings'

The first option you see is 'Chart Type'. By default, it will say 'Bar'. Click the dropdown to choose the appropriate story type for your data.

These are the narrative types supported:

Continuous analysis - You would typically see this reflected in a line chart

Discrete analysis - You would typically see this reflected in a bar, column, map or treemap chart

Percent of Whole analysis - You would see this reflected in a pie chart

Scatter plot analysis

Histograms

Here, since our data is measuring the jackpot amount by day, we will choose 'line'. You will see the narrative change to intelligently examine the data over a continuous series.

Next, you can set up the format and level of detail of the narratives. Under 'Authoring Configuration', you can change the format to be either 'Paragraph' or 'Bullets'

We will choose bullets. In the 'Verbosity' dropdown, you can choose the level of detail of the narrative (Low, Medium, High)

Other guides will examine the other Basic Settings as well as Advanced Settings of the Narratives for Microstrategy Plugin.

Using the Narratives for Qlik extension, you can assign relationships between measures in narratives about multi-measure visualizations.

Previous versions of Narratives for Qlik allowed users to apply a 'portion' relationship between measures to generate narratives with knowledge that one measure is a portion of another measure in the chart. Two new relationships have been added, 'Comparison to Benchmark' and 'Period Comparisons'. This guide will walk through all three relationships in detail.

Portion Relationships

In this example, we have Central Revenue and Revenue both plotted over time in a multi-measure line chart. We will want to inform the extension that Central Revenue is actually a 'component' of overall Revenue.

1. To get to our relationships settings,we will utilize the Narratives for Qlik narrative settings. When you hover over the upper-right of the narrative object, you will see a set of icons. Click on the 'Settings" icon.

Once in the settings modal, click on "Relationships". You will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures.

2. Use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

3.After you've selected the parent measure (in this case, 'Revenue), your relationship will be saved. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more relationships by clicking "Add Relationships". We will click "Close" to generate a new narrative.

Line Chart Comparison to BenchmarkRelationship

In this example, we will have a line chart measuring the total return of a fund over time against a benchmark. Applying a 'Comparison to Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

BarChart Comparison to BenchmarkRelationship

Similar to the line chart, this example is comparing a metric to a benchmark. However, this is occurring over a discrete x-axis. Our example shows revenue and a benchmark across product groups. The goal of this narrative is to show which of the products are performing best and worst when compared to the benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

Comparison of Time Periods

In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

1.Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

2.Use the drop downs to select which measure reflects the current/most recent periodand which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

This relationship can also be applied to continuous narratives.

Applying More than One Relationship

Users can now apply both 'Actual v. Benchmark' and 'Current/Previous' relationships at the same time on datasets.

Any measures that are in the visualization that are not part of the relationship configuration will be discussed in separate drill down paragraphs.

Messaging

The 'Compare to Benchmark' and "Time Period Comparison" relationships require certain scenarios in order to be activated. For example, a metric can only be compared to a benchmark if the two measures have the same 'Aggregation Type', or the time period comparison can only occur in a bar chart narrative. The 'Relationships' window within narrative settings will provide the user with a checklist of these conditions.

Narratives for Qlik v1.6 comes with the ability to write more insightful narratives from data that contains missing or null values. This guide will walk through the scenarios that are supported by this feature.

1. Multi-dimension narratives with an aggregated measure and dimension values not present in every period.

In the example below, we have a line chart of revenue by product where several products did not exist for the entire length of the series. So, the yellow 'Dairy' product did not start selling until Jun-06 where the red 'Baking Goods' product did not start until Jan-07.

In this case, the data looks like the below:

You will notice that Jan-06 through May-06 only have two rows each per month. This is because there was no 'Dairy' or 'Baking Goods' categories in those months. The rows just do not exist.

In previous version of N4Q, the narrative would throw away any incomplete lines. So, 'Dairy' and 'Baking Goods' would not be included in any analysis.

Now, the narrative will look like the below:

Now, the narrative will analyze all four series across the periods where all have overlap. In this case, from Jan-07 through Dec-07.

For each individual series, the narrative will analyze the series in a drilldown for the entire length of that particular series. For Dairy, the drill down section will analyze from Jun-06 through Dec-07 while for beverages, it would analyze Jan-06 through Dec-07.

2. Multi-measure narratives with un-aggregated measure values and a single dimension

In the example below, we have a multi-measure line chart with missing values. The blue line only goes from 2004 to 2015. The red line goes from 2000-2013

Here, the data is not being aggregated. You can see in the formula for the measure, only the raw value is being taken.We recommend removing all formatting from null value cells (e.g. $) and identifying values as dimensions to prevent aggregation by including brackets (e.g., [direct injuries]).

This results in a tabular data representation like the below:

In this case, like the above, the narrative will compare the series based on the periods of complete overlap and will analyze each individual series across the periods for which it has data.

Remember that we do not currently support multi-measure multi-dimension charts at this time.

Our copy and paste feature is currently not supported in Qlik Sense Desktop.

However, a work-around solution would be to access your Qlik Sense Desktop Hub with any browser (other than Internet Explorer).

Instructions on how to do this can be found here:

https://community.qlik.com/thread/127042

Our Narratives for Microsoft Power BI extension works with Windows 8 and above.

Yes, we are now including CAGR (Continuous Annual Growth Rate) for all continuous stories. Please feel free to contact us with any questions on this new feature.

Yes, we are now including CAGR (Continuous Annual Growth Rate) for all continuous stories. Please feel free to contact us with any questions on this new feature.

Updates for N4Q 1.4.1:

Multi-dimension/Single Measure Bar charts include additional analysis in the comparison paragraph

N4Q 1.4.0 Features:

The Narratives for Qlik Team is pleased to announce the release of Narratives for Qlik 1.4. You can read through the release notes below for explanations on new features and functionality. Please note, these new features will automatically appear the next time you use the Narratives for Qlik extension- there is no download necessary.

1. Story Inclusion Thresholds - Narratives will only include content about shifts in measures that are important to the user.

Specify how large a change in measures needs to be in order to be included in the narrative.

For example, if the threshold is set to 20\%, the narrative will not include content about peaks or troughs of the line with changes that are less than 20\%.

Input the confidence level at which the narrative will discuss the overall trend of a series

For example, if the threshold is set to 99\%, content concerning the overall trend or prediction will not appear unless it is at a 99\% confidence level

A guide for this feature can be found in the help center

2. Custom Formatting - Users can apply custom formatting to content about interesting movements in a metric or relevant trendline analysis.

Apply style (bold, italic, underline) or color to interesting content

Customize the styles applied

A guide for this feature can be found in the help center

3. Predictive Analytics - When a statistically relevant trendline can be drawn through a time series, a user can request a discussion of predicted future movement of the series.

Specify the number of periods into the future to predict

Use story inclusion thresholds to adjust the confidence level necessary to included trendline and predictive content

A guide for this feature can be found in the help center

4. Additional Measure Relationships - Users can supply additional context to the measures in their visualization to have a more relevant and insightful narrative. The new relationships are:

One measure is the benchmark of another measure. For example, looking at a fund’s total return over time vs. a market index benchmark.

Measures represent the same metric, but across two different time series. For example, looking at revenue by product in the current quarter vs. the previous quarter or the same quarter a year earlier.

A guide for this feature can be found in the help center

Using the Narratives for Qlik extension, you can assign relationships between measures in narratives about multi-measure visualizations.

Previous versions of Narratives for Qlik allowed users to apply a 'portion' relationship between measures to generate narratives with knowledge that one measure is a portion of another measure in the chart. Two new relationships have been added, 'Comparison to Benchmark' and 'Period Comparisons'. This guide will walk through all three relationships in detail.

Portion Relationships

In this example, we have Central Revenue and Revenue both plotted over time in a multi-measure line chart. We will want to inform the extension that Central Revenue is actually a 'component' of overall Revenue.

1. To get to our relationships settings,we will utilize the Narratives for Qlik narrative settings. When you hover over the upper-right of the narrative object, you will see a set of icons. Click on the 'Settings" icon.

Once in the settings modal, click on "Relationships". You will see the list of possible relationships you can apply between measures. Click "Portion" to identify the related measures.

2. Use the drop downs to specify that one measure is a portion of another. Once the relationship has been applied, it will look like the below.

3.After you've selected the parent measure (in this case, 'Revenue), your relationship will be saved. You can click the "x" on the right side in order to remove this relationship. Or, if you had more measures, you could add more relationships by clicking "Add Relationships". We will click "Close" to generate a new narrative.

Line Chart Comparison to BenchmarkRelationship

In this example, we will have a line chart measuring the total return of a fund over time against a benchmark. Applying a 'Comparison to Benchmark' relationship will result in a story without unnecessary content and a focus on what's most important when comparing a metric to its associated benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

BarChart Comparison to BenchmarkRelationship

Similar to the line chart, this example is comparing a metric to a benchmark. However, this is occurring over a discrete x-axis. Our example shows revenue and a benchmark across product groups. The goal of this narrative is to show which of the products are performing best and worst when compared to the benchmark.

1. Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Actual vs. Benchmark' to identify the related measures.

2. Use the drop downs to select which measure is the metric and which is the benchmark that the metric will be compared to. After inputting the measures, it will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

BarChart Comparison of Time Periods

In this example, we have a bar chart that is measuring the same metric, but across two different time periods. While the bar chart is across a discrete x-axis of product groups, the goal of the chart is compare the performance of those products over the two time periods. We want to answer questions such as: Which product's revenue grew the most? Which product's revenue fell the most? Using this relationship type results in a narrative containing this analysis and insight.

1.Open up the narrative settings by clicking the gearbox icon. After clicking 'Relationships' in the left sidebar, you will see the available relationship types you can apply. Click 'Current/Most Recent vs. Previous Period' to identify the related measures and supply other information about the relationship.

2.Use the drop downs to select which measure reflects the current/most recent periodand which reflects some period in the past. After inputting the measures, you can input how many 'periods' in the past the previous measure is and how those periods should be referenced. The completed relationship will look like the below:

3.You can click the "x" on the right side in order to remove this relationship. Once you click "Close", a new narrative will be generated.

Messaging

The 'Compare to Benchmark' and "Time Period Comparison" relationships require certain scenarios in order to be activated. For example, a metric can only be compared to a benchmark if the two measures have the same 'Aggregation Type', or the time period comparison can only occur in a bar chart narrative. The 'Relationships' window within narrative settings will provide the user with a checklist of these conditions.

Language Settings

Using the Narratives for Qlik "Narrative Settings" menu, you can provide more context to your narratives.

To get to this menu:

1) After a narrative has been generated, if you hover over the right corner, you will see a set of icons

2)Click on the ‘gear’ 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 Qlik extension, you can customize how your narratives refer to your dimensions.

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

2) Open up the narrative settings menu

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. You will see the sample sentence change to reflect your changes.

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

6) Once you click ‘close’ in the narrative settings, 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 by utilizing the 'characterizations' tab. This is where you can tell the Narratives for Qlik extension about the types of values you are evaluating so you can get a more impactful narrative. This guide will introduce those options.

Dimension Characterizations

After opening the settings menu, click on 'Characterizations"

Here you will see a characterization that you can place at the individual chart level. This is telling the extension if the values you are evaluating are continuous or discrete. You may have created a line chart with non-discrete values, so this setting allows you to tell the extension you do not want a narrative that includes time series analysis. Additionally, if you made a bar chart with values such as time on the x-axis, you can use this setting to tell the extension you want time series analysis performed.

Measure Characterizations

After clicking on 'characterizations', you will also 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 if 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) Depending on the type of number formatting you chose for your visualization, the chart will adjust to reflect that selection. For example, this chart is plotting "Margin" over time.

3) By default, the chart will plot the raw values for margin on the y-axis. You can choose to format the values as percentages by going into the measure in Qlik's right sidebar.

4) After making the formatting change, you will notice the values on the y-axis have been multiplied by 100 and now have a "\%" at the end of each value. However, you will see the narrative has not changed to reflect those values.

5) If you open the narrative settings menu and go into the measure, you'll see an option for classifying the values as 'Percentage' or 'Non-Percentage'

If you chose the 'Percentage' option, the narrative will not only have the values matching the chart, but the content will adjust to perform logical analytics on the percentage values that it may do differently on the raw values.

6)If you open the narrative settings menu and go into the measure characterizations, you'll see a choice for adding values together or not.

For example, if you were examining the movement of a stock price over a year's worth of days, you would not want the narrative to add up the stock price on each day into a grand total when examining the series. However, monthly revenue may be appropriate to sum to a grand yearly total.

Language Settings

Using the Narratives for Qlik "Narrative Settings" menu, you can provide more context to your narratives.

To get to this menu:

1) After a narrative has been generated, if you hover over the right corner, you will see a set of icons

2)Click on the ‘gear’ 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 Qlik extension, you can customize how your narratives refer to your dimensions.

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

2) Open up the narrative settings menu

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. You will see the sample sentence change to reflect your changes.

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

6) Once you click ‘close’ in the narrative settings, 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 by utilizing the 'characterizations' tab. This is where you can tell the Narratives for Qlik extension about the types of values you are evaluating so you can get a more impactful narrative. This guide will introduce those options.

Dimension Characterizations

After opening the settings menu, click on 'Characterizations"

Measure Characterizations

After clicking on 'characterizations', you also 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 if 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) Depending on the type of number formatting you chose for your visualization, the chart will adjust to reflect that selection. For example, the chart below is plotting "Margin" over time.

By default, the chart will plot the raw values for margin on the y-axis. You can choose to format the values as percentages by going into the measure in Qlik's right sidebar.

After making the formatting change, you will notice the values on the y-axis have been multiplied by 100 and now have a "\%" at the end of each value. However, you will see the narrative has not changed to reflect those values.

3)In addition, you can let the extension know if you would like to know the cumulative total of the measure in your narrative or if the measure is already cumulative.

For example, if you were examining the movement of a stock price over a year's worth of days, you would not want the narrative to add up the stock price on each day into a grand total when examining the series. However, monthly revenue may be appropriate to sum to a grand yearly total.

The Narratives for Qlik extension works with both QlikSense Desktop and QlikSense Enterprise. The system requirements for those two products can be found at the following links:

Desktop

Enterprise

For the Narratives for Qlik extension, additional requirements are:

1) Access to the Internet. The Narratives for Qlik extension operates as a web service. Therefore, your QlikSense worksheet will be sending data to, and receiving narratives back, from the cloud. Make sure any firewall or network rules you have set up allow you communicate with the internet.

2) Ability to acquire Javascript and CSS from open source CDNs. For example:

https://cdnjs.cloudflare.com

Yes, if you would like to use the Narratives for Microsoft Power BI extension on another computer you will need to download the extension again. Please contact us to let us know and we will delete your account from our system. You will then have the ability to download the extension file again on another machine.