Attributes are the properties of your items. Whilst items represent the rows of data in your story dataset, attributes are the columns of data and can be used as the axes for views, as filters and displayed in attribute panels.
Attributes are mutually exclusive (must exist in 1 state or the other), for example, an item can’t have a Status of Ahead AND/OR Behind. For non-mutually exclusive options, refer to the Knowledge Base article for Tags.
There are various attribute types to handle different data types. These include:
- Numeric – Numeric data such as Cost, Investment, ROI etc.
- Text – A text-based attribute such as Owner.
- List – Can be seen as repeated values, for examples such as Priority or Status, where items will have a value out of a set of values such as “High, Medium or Low”.
- Date – Date based data such as Project Start or End dates.
- Location – Longitude and Latitude data, used for the Map View.
- Wall – An attribute specific to SharpCloud, to position items on the Wall View.
Creating an Attribute
You can manually define the attributes within a story or if you paste (or automate) data into your story, the attributes are automatically created for you.
To create an attribute in the story, simply follow:
- Go to the Story Setup
- Navigate to the Attributes Tab
- Select the Attribute type to create.
This is highlighted here:
Deleting an Attribute
To delete an attribute, simply highlight the attribute(s) and press the “Delete” button highlighted here:
Attribute Label, Colours and Images
With Numeric and List attributes, labels can be created to better describe their values or range of values. For example, a list attribute called “Status” could have labels of Ahead, On-track and Behind, which you can assign colours and images to. This colour/image can then be reflected in the view in many ways to provide the audience more information.
For more information on how to leverage the information in the view, visit the Knowledge Base article titled: Customising Item Appearance.
To create labels, simply add new labels by pressing the buttons highlighted below:
The highlighted section in the image above controls everything with the attribute labels, being able to create, delete and re-order the label values. The order of the labels is reflected in the views, so it is key to ensure they are in the correct order.
Attributes can be used in calculations to create new data and insight. They are referred to through a code which you assign in the highlighted section below. Codes can be alphanumeric and any case but must be unique with a max length of 20 characters.
For more information about Calculated Values, please refer to our Knowledge Base Article providing an overview of Calculated Values.
Saving your changes
Saving the changes that have been made to any of the settings within the Story Setup screens with the OK button or Cancel to not action those changes. To undo a set of changes, click the undo button on the toolbar.