Using Q Projects in Displayr
As Q and Displayr are 100% compatible with each other, and you can upload and download your documents to work between them. If you’re a Q user, you can take advantage of many benefits that Q offers, and then transfer your work into Displayr. This can provide you, as a Q user, with enormous efficiency in your quantitative workflow (including online reporting and dashboarding).
In this post I am going to walk through importing a Q project into Displayr. It is a simple case study, using a small data set kindly provided by Ray Poynter of NewMR. The data set looks at different statistical techniques and analysis software used by a sample of 267 market researchers and insight managers. In this example sample data file, I removed the non-researchers and people not using techniques and software. I have also performed my basic data tidying and creation of tables in Q. This can also be done in Displayr, but Q is more efficient at this.
Step 1: Upload a QPack to Displayr
A QPack is a compressed file that contains both your project work and the associated data file. These instructions are for updating a Q Pack to Displayr to create a new document. If you instead are needing to revise a Displayr document, instead go to Step 5 below.
- Open your project in Q
- Select File > Save as…, change the File type option to Q Pack Files, choose a file name, and press Save
- In Displayr, the way that you upload a document depends on whether you are using a trial or have a license:
- If you have purchased a Displayr license, go to the Documents screen, press Upload > QPack and select your file (ending in .QPack) and press OK.
- If you are using the free version of Displayr:
- Go to the Documents screen, press + Add New
- Press Export > Re-Publish and OK
- Click on the navigation menu (the square of nine boxes, top-left) and choose Document Settings
- Expand out the Version History group
- Click Upload New Version and choose you QPack
If you want to reproduce what I do in this post, you can download the QPack from here.
Step 2: Create your pages and folders in Displayr
Although Q and Displayr are 100% compatible, they are different in terms of how they present things and also how a few things work. See the Q Wiki for an overview of differences.
A key difference you will notice is that Displayr is organized around pages, whereas Q is organized around tables. The main consequence of this is that you all your folders in Q turn into blank pages in Displayr (blank pages that are also folders). For example, the screenshot below shows this data set in Q, where I have three folders containing crosstabs.
And here is the project in Displayr, where the first page is blank. My folder Techniques has become a blank page called Techniques, which also acts a folder for other pages (each page containing one of the crosstabs I had in Q).
Step 3: (Optional) Hiding all your Q work in the Displayr document
If you are using Q for your analysis, there is a good chance that you may want to continue to use Q later, as well as using Displayr. If this is the case, the trick is to avoid inadvertently deleting your Q work when you create your dashboard in Displayr. You can do this as follows in Displayr:
- Home > New Page > Title Page
- Type My Q stuff or whatever name you want into the heading field.
- Select all of your existing Q work (from the Pages tree), and drag it onto this new page.
- Hide the folder you have created: Appearance > Hide (Layout).
Step 4: Create your dashboard
Now, with the data in Displayr, it is time to build a dashboard. Building a Simple Dashboard in Displayr continues where this post leaves off, building a dashboard for this data file in Displayr. In the example dashboard in that post, I also deleted the My Q Stuff folder (rather than keeping it as described in the optional step 3 above). The reason for that was simply to make that post completely self-contained (if you are replicating the steps in this post, you can choose to either delete it, or not).
Step 5: Analyzing your Displayr document in Q
Sometimes it is useful to do some work in Q. For example, Q is better for manipulating large tables, large numbers of variables, and QScripts and Rules. The process for doing this is to:
- In Displayr, click on the navigation menu (the square of nine boxes, top-left) and choose Document Settings
- Expand out the Version History group
- Click on the topmost Download link and open the document in Q.
- Save the document in Q.
- Make the changes you want to make.
- Go back to the Version History in Displayr
- Click Upload New Version and choose your QPack
About Tim Bock
Tim Bock is the founder of Displayr. Tim is a data scientist, who has consulted, published academic papers, and won awards, for problems/techniques as diverse as neural networks, mixture models, data fusion, market segmentation, IPO pricing, small sample research, and data visualization. He has conducted data science projects for numerous companies, including Pfizer, Coca Cola, ACNielsen, KFC, Weight Watchers, Unilever, and Nestle. He is also the founder of Q www.qresearchsoftware.com, a data science product designed for survey research, which is used by all the world’s seven largest market research consultancies. He studied econometrics, maths, and marketing, and has a University Medal and PhD from the University of New South Wales (Australia’s leading research university), where he was an adjunct member of staff for 15 years.