Storytelling

What is Storytelling

Storytelling enables you to create custom context actions that allow you to drill-through and analyze data in a different dashboard.

For example, in the FRTB Solution, you can build a dashboard for a specific KPI. Then, in your primary dashboard, you can create a context action so that you can quickly drill-through and investigate breaches.

Setting up Storytelling

This section provides the steps to set up Storytelling by first building a drilldown dashboard and then creating a custom action.

Building a drilldown dashboard

To begin, build and save a dashboard that contains a pivot table with all necessary levels and measures for your desired KPI. This will be the target dashboard for your custom action.

Example MDX query for sensitivity adjustments:

SELECT
  NON EMPTY Hierarchize(
    Crossjoin(
      [Booking].[Trades].[TradeId].Members,
      [Sensitivities].[Sensitivity].[SensitivityName].Members,
      [Risk].[Moneyness].[Moneyness].Members,
      [Risk].[Tenor Dates].[Tenor Date].Members,
      [Risk].[Risk Factors].[RiskFactor].Members,
      [Risk].[Risk Factors Secondary].[RiskFactor2].Members,
      [Risk].[Maturity Dates].[Maturity Date].Members,
      [Risk].[Maturities].[Maturity].Members,
      [Risk].[Tenors].[Tenor].Members,
      [Currencies].[Currencies].[Ccy].Members
    )
  ) ON ROWS,
  NON EMPTY Crossjoin(
    Hierarchize(
      [Epoch].[Epoch].[Branch].Members
    ),
    {
      [Measures].[Delta Native],
      [Measures].[Gamma Native]
    }
  ) ON COLUMNS
  FROM [Sensitivity Cube]
  CELL PROPERTIES VALUE, FORMATTED_VALUE, BACK_COLOR, FORE_COLOR, FONT_FLAGS

Creating a custom action

2. On your primary dashboard, right-click in the cell where you want to add storytelling, and from the context menu, select Storytelling > Create storytelling.

This opens the following dialog box:

3. Enter a Name, associate a bookmark, then click Create Action.
4. Save your primary dashboard.

The action is now available on right-click from the defined cell.

Below is a visual walkthrough: