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Building data stories using Boards

Learn more about the new Boards functionality and how it works

Updated over a week ago

Attest Boards make it easy to craft and share dynamic data stories directly from the Results Dashboard. Use Boards to:

  • Streamline data story creation: Seamlessly pull together filtered insights, customized charts, and important context into a flexible and interactive board.

  • Iterate and keep insights fresh: Boards automatically update with new data, ensuring your story evolves in real time to reflect the latest insights and filters applied.

  • Engage stakeholders with interactive insights: Boards strike a balance between static presentations and full dashboards, allowing you to highlight key charts while enabling stakeholders to explore data through interactive filters.

How to create and use Boards

Follow this step-by-step guide to start building your data stories using Attest Boards:

  1. Create a Board

    To create a board for a survey, start by going to the Results Dashboard for the desired survey. From here, you have two options to create a board:
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    • Navigate to “Boards” at the top of the results dashboard and select the option to add a new board.

    • Click on “Add to board” on any chart within the Results Dashboard and create a new board instantly.

  2. Add charts to your Board

    Add charts directly from the Results Dashboard by clicking “Add to board” and selecting the board you wish to update. Alternatively, add charts directly on the board by clicking on the + button, selecting “Chart” and adding the desired question.


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  3. Add narrative

    Enhance your board by adding chart blocks, description text to your chart or chart titles to provide context, explanations, or summaries. This helps to tie your data together into a cohesive narrative. Not sure where to start? Let our AI help you! If you click on the AI icon on the top right of the card we'll suggest some chart titles as well as key findings for your chart.

  4. Edit your charts

    Tailor charts by clicking the edit icon on the top right. Choose from various chart types, exclude specific answers, or apply custom color themes to align with your brand.

  5. Apply filters

    You can dive deeper into the data for each chart by applying filters. Click on the filter icon at the top right of the chart and select the filter you want to add. You can choose from demographics and answer filters, or build your own custom segments where you can combine and/or/not logic.

  6. Split your charts

    If you want to compare how various groups of respondents have replied to a question, we suggest you add variables to split your chart. Open your edit model, scroll down to your answers and select "+ add variables". You'll be able to compare demographics, questions and custom segments and see where there are statistically significant differences.

  7. Arrange & structure your board

    Customize your layout by dragging and dropping elements. Arrange charts and text blocks vertically or side-by-side to create compelling comparisons and narratives.

  8. Share your board

    Click “Share” to set permissions for who can edit or view your board. By default everyone in your organisation can view your board, but you can change this to "edit" or "no access". You can also give anyone with the link permission to view your board (provided your survey is public). This is helpful when you want to share your findings with stakeholders that don't have an Attest account.


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Let's look at an example

Here is an example to illustrate how boards work in practice.

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