How to use the Displayr Cloud Drive
Licensed users of Displayr can opt to enable a secure cloud drive for storing and sharing your files. This blog post will outline the various use cases for this feature.
What can be saved to the Displayr Cloud Drive?
Displayr's Cloud Drive can be used for saving a variety of files. These files include images, company logos and client data sets. You can even share raw data files or R tables and charts between your company documents.
Once the Cloud Drive has been enabled on your account (contact email@example.com to enquire), you can access it from your document via your Profile icon > Displayr cloud drive.
You will be presented with a table that lists all the files that are stored within your company's cloud drive. This includes auditable information such as when it was last modified and what company document last updated or called it.
Saving to the Cloud Drive
To upload files to the Cloud Drive, simply click the Upload button and select the files you wish to upload. In this example, we have uploaded a logo and a data set that we want to use in our document.
Loading from the Cloud Drive
Open a document, then load the data by clicking New Data Set > Displayr Cloud Drive and choosing the data file we uploaded.
At the top of the Select a data file screen, there is a setting for automatically refreshing the data set. This will allow you to update the data file and, in turn, the document's data will update automatically. In this example, the automatic refresh interval has been set to 12 hours.
You will now be able to see the data file variables under Data Sets in the bottom left corner.
If you wish to manually update the data ahead of the automatic refresh, simply click the data set folder and then click Update > Displayr Cloud Drive > OK.
Next, we can add the saved logo to the first page via Insert > Image > Displayr Cloud Drive and choose the previously loaded image file.
Sharing R outputs between documents
If you have any tables or visualizations (created via Insert > Visualization) which you want to share with other documents, you can do this easily by selecting the output, clicking Export > Displayr Cloud Drive, naming your file and then pressing Export.
Tables are saved as R files (*.rds) and visualizations are saved as R-rendered HTML widgets without the underlying data included.
Here, we have saved the income table as an R output called test.
Connecting to the Cloud Drive using R code
An alternative method of exporting to the Cloud Drive is to use R code directly in an R output (via Insert > R Output). Here, we will use the QSaveData function from the flipAPI package:
If you wish to then import this, or any other Cloud Drive file, into any document in your account, you can use the corresponding QLoadData function:
This process can also work with .csv files. You just need to specify the correct extension in the function parameter. For further information please see the Displayr Cloud Drive R API documentation.
In order to create a workflow that automatically imports and exports updated files, you can additionally add a flipTime function such as UpdateEvery or UpdateAt to set a timer. Below we have set it to run every 3 hours:
library(flipTime) UpdateEvery(3, "hours", options = "wakeup")
You can find further information on automatic updating here.