Q is our product designed for people who have a strong focus on crosstab creation. It contains a number of table customization features not available in Displayr (e.g., rearranging the layout of a table, adjustments to statistical testing). As Q and Displayr, are compatible, it is possible to use Q to customize tables and charts in Displayr. This post describes three strategies for doing this.

Strategy 1: Moving QPacks between the products

In your Displayr document:

  • Export > Embed > Update all. This causes all your most recent changes to be saved.
  • Document settings > Version history > Download. The document that's downloaded as a QPack, and can then be opened in Q.
  • Open the QPack in Q, modify the tables as desired
  • Upload: Document settings > Version history > + Upload New Version.

The problem with this strategy is that if you or a colleague modifies your Displayr document while in the middle of doing these steps, you will inadvertently lose this work when you upload the new version. We find that less technical users make this mistake repeatedly.

Strategy 2: Downloading to Q, modifying, uploading, copying and pasting tables, charts, and pages

This next strategy is safer than Strategy 1:

  • Export > Embed > Update all. This causes all your most recent changes to be saved.
  • Document settings > Version history > Download. The document that's downloaded as a QPack, and can then be opened in Q.
  • Open the QPack in Q, modify the tables as desired.
  • In a new tab, go to the Documents page, click Upload and select the QPack.
  • Use Home > Copy and Home > Paste to copy pages or objects on pages from the document with the newly-customized tables into the existing document.

Strategy 3: Cutting and pasting from an "examples" document

This strategy is basically the same as strategy 2, except that you create one big document with lots of examples of table customizations that you like in it. You can then just open it and use Home > Copy and Home > Paste. The post Creating Templates for Displayr Documents discusses how to do this for custom statistical assumptions and Automatically Sorting Tables and Charts in Displayr illustrates this process.