Export to your own chart templates via Displayr cloud drive
There are already some very handy chart exporting options within Displayr, to suit a range of needs.
If you commonly use the more familiar Microsoft Chart types, once created in Displayr you can save them as a chart template and apply them to any similar analysis in the future.
- Simply select the desired chart and then choose: Chart > Save as Template.
- You can give the template a meaningful name.
- It will then become available to use for any selected charts: Chart > Apply Template.
If you are using Displayr’s Visualization function for more contemporary, customizable, and perhaps interactive charting, you can also easily replicate and reuse any formats that you are happy with. Once you have set up the desired format, simply:
- Make a copy of your chart using Home > Duplicate.
- Change the DATA SOURCE, the chart type, and other options for your new chart.
You can learn more about these features here:
But what if you already have templates set up in PowerPoint or other Microsoft Office tools and want to quickly export some data to those formats? You can now do this with the help of the Displayr cloud drive.
Available (as an opt-in) to all licensed users, Displayr's cloud drive can be used for saving a variety of files. This includes things like images and logos (that you use regularly) and data sets (including data that is being regularly and automatically updated from another source). To this list you can now add Microsoft Office Chart Templates. These have a filename suffix “.crtx”.
Here is an example of a classic "Purchase Intent" chart, structured so that the positive responses are in generally what would be regarded as a positive color - blue, the negative responses are in a negative color - red, and neutral is in grey. The extremes of the scale are in a more intense tone of blue and red. This adds a nice visual element to the chart.
Assume we want to use this in a report for a new, similar study. If you select the chart in PowerPoint and right-click, one of the menu options is “Save as Template”. From here you can name the template, save it, and it becomes available for later use.
To make this same template available as a template to export to in Displayr, all we simply upload it to the Displayr cloud drive. The cloud drive is accessed via the profile icon. Note: if you are a licensed user and cannot see “Displayr cloud drive” when you hover over this icon, you will need to contact Displayr support to enquire about enabling it: firstname.lastname@example.org)
All we need to do now is rough-in the analysis we need in Displayr, select the chart settings, and then export it to PowerPoint. Below is a default purchase intent chart for a new concept test study, created in Displayr in a few seconds.
We now select the chart, go to the “Properties” tab in the Object Inspector, and look for the POWERPOINT EXPORT options. When “Format” is changed to Microsoft Chart, “Export as” becomes active and if we select the drop-down, we can see our chart template is available at the top of the list.
To create a basic topline report, we duplicated this chart (with all its settings) and substituted the Row variable for another, “Purchase Intent – Priced”. All we need to do now is export the desired pages to PowerPoint: Export > PowerPoint > Selected Pages > Create new document. Here is my PowerPoint document, with a title page and the two slides containing the desired chart format.
So, while some reports may benefit from using Displayr’s inbuilt charting and visualization features, it is very easy to quickly leverage existing chart templates using the Displayr cloud drive.