What’s new at Displayr

Rules are a mechanism in Displayr for customizing the appearance and data in a table. Displayr comes with a large library of pre-made rules, but you can also create custom rules.

Rules have been added to Chat, so you can apply existing rules via Chat, and Chat can create custom rules for you.

For example, when I ask Chat to do this:

You get this:

A rule can be applied to all the tables in a document, and set so it automatically applies to any new tables.

For more about rules, see How to Use Rules in Displayr.

You can now duplicate a Displayr document using Displayr's API.  If you're not familiar with Displayr's API, here's a guide on getting started.

Inspect and edit the inputs to your table, visualizations, etc. without searching for them. Hover over an input control, then click the arrow that appears to select the input.

You can now use the same control across multiple pages in a Displayr document.

Previously, controls could not be shared across page masters. For example, if one page master contained an Age control and another contained Age and Brand controls, the two Age controls would not stay in sync.

Now, you can sync controls across pages and page masters.

To do this, use the Main control field in the Control tab of the Properties panel.

For more information, see How to Use the Same Control on Multiple Pages.

You can now add rolling averages to tables that have a Date/Time variable set in the columns.

To add a rolling average:

1. In Data Sources, select the variable set you want to apply the rolling average to.
2. In the Properties panel, click Rolling Averages and choose your desired options.

For more information, see Rolling Averages for Tables.

Sometimes errors and warnings can be a bit mysterious. We've added a new Explain this button. When you click it, the error message and relevant context is passed to Chat, providing you with an explanation and making it easier to get clarification. Chat to help you understand what's going on. Wh

We've added back and forward buttons, so you can easily navigate your selection history, in much the same way that you use forward and back buttons when using a web browser. There are also dropdowns so you can skip back and forward mutliple selections at a time.

You can also go forward and back using shortcuts:

• Windows: Alt+←/→
• Mac: ⌥+←/→

Any visualization can be saved as a template, by right-clicking, or pressing ..., and choosing Save as Template.

New functionality has been added so if you choose Save as the default then your new visualization becomes the new default for this type of visualization. In the example above, this would become the new default Bar > Bar chart.

The templates are saved into the Cloud Drive. You can change what folder they are in, which will determine which documents the default applies to. For example, if you set Save to to Home it becomes the default for your entire company. If you save it in a different folder, it's the default for that folder, and any sub-folders, unless they have different defaults set.

We've made a series of improvements so it's always clear what Chat is working with, and what it does to your document.

• See what you're sending to Chat. A context pill now sits above the Chat input, showing exactly which selection will be sent with your next prompt. It updates the moment you change your selection, so you're never guessing what Chat is looking at.

• See what Chat changed. When Chat edits your document, a summary of every item it added, edited, or deleted now appears at the end of its response. Click any item to jump straight to it in your document.

We've tidied up code-related controls in the Properties panel:

• Controls are now named and positioned consistently, regardless of which object type you have selected
• Redundant menus, including Show/Hide Advanced Options, have been removed
• All code editing is now consolidated in the Code panel
• You can Calculate directly from the Code panel This is a layout and labelling change only. The behavior of your code is unchanged.

Upgrades to newer GPT models Displayr AI - Terms of Use.

You can now set a Period anchor when you aggregate a Date/Time variable to set the first day of each period. Pick any date, and all periods align to it. Weeks don't have to start on Monday, months don't have to start on the 1st, and fiscal quarters can align to whatever calendar you report against.

The control appears in the Date/Time Aggregation dialog whenever the aggregation is Weekly, Biweekly, 4 Weekly, Monthly, Quarterly, or Yearly. A Preview section shows the resulting periods before you commit.

We've updated the workspace to make it easier to stay focused on your work and access the tools you need.

• Floating toolbar: A new floating toolbar above your on-page selection provides quick access to Properties, visualization options, and more.
• Toolbar access to panels: Tool panels can now be opened and closed directly from the toolbar, giving quicker access to key functionality and making it easier to free up screen space when needed.
• Consistent panel layout: Panels now follow a consistent layout, with navigation on the left and configuration tools on the right.
• Classic workspace: If you prefer the previous layout, you can revert to the classic workspace from your profile menu for a limited period.

The Data Preparation Agent now identifies categorical age variables and automatically hides empty age categories at the extremes of the range. If your survey targets adults and the "Under 18" band has no respondents, it won't appear in your tables and charts. The same applies at the top of the range (e.g., "70+" in a working-age study). Empty categories in the middle of the range are left visible. You can toggle this step off before running the agent if needed.

The Data Preparation Agent now automatically flags respondents who have given a high proportion of 'low information' responses (e.g., 'Don't know', 'Refused', 'Not applicable', and 'None'). Respondents who selected low information responses more than 25% of the time receive one flag; those who selected low information responses more than 35% of the time receive two flags; those who selected low information responses more than 45% of the time receive three flags.

These flags help to identify lazy respondents and bots in your data set, and are taken into consideration when the agent deletes poor quality cases from your data set.

Published Displayr documents now include an optional chat panel where viewers can ask questions about the document and its insights in plain language.

Instead of reading through every page to find what they need, viewers can type a question and get an answer with links to the relevant pages. Document creators enable the chat panel when publishing. For best results, outputs should be given meaningful names (e.g., "NPS.by.Age" rather than "viz.4") so the chat can find and interpret them accurately.

Two improvements for users who customize default page masters:

1. Protected page master layouts: Default slots on Displayr's standard page masters can no longer be deleted. This means that automated features like Add commentary won't break your custom designs. If a default page master has already been customized, you'll see a warning with a Fix button that restores it, while retaining your customized page master.
2. Layout change notifications: When Add commentary or Add auto-updating commentary changes your page's page master, you'll now see a notification letting you know.

The "Treat as wave in statistical tests" feature now supports Binary-Multi variable sets.

You can now toggle on wave treatment for these variable sets and get "compare to previous period" significance testing, just like Nominal, Ordinal, and Date/Time variables. The Data Preparation Agent will also automatically detect Binary-Multi wave variables and toggle the setting on.

This is particularly useful for tracking data that uses rolling averages, where each respondent belongs to multiple overlapping time periods (e.g., "Jan–Mar 2026", "Feb–Apr 2026", "Mar–May 2026").

You can now control who can view and edit folders — and everything inside them — across both Documents and the Cloud Drive.

Company administrators can set permissions at the folder level, so there's no need to manage access on every individual document. Assign user groups to specific folders, and any documents or files created inside will automatically inherit those permissions.

This makes it practical for larger organisations to protect confidential work without the overhead of managing permissions one document at a time.

Learn more about managing permissions on folders

Now you can treat Nominal and Ordinal variables as waves in statistical tests.

1. Select your wave variable set in the Data Sources tree
2. Toggle on “Treat as wave in statistical tests” in the Object Inspector.
3. The variable set will be set to ‘compare against previous period’ in tests of statistical significance in the same way as Date/Time variables are.

Related features:

• The Data Preparation Agent will identify variable sets that should be treated as waves and automatically toggle the "Treat as wave in statistical tests" setting on.
• The "Treat as wave in statistical tests" setting will be automatically triggered if you try to convert a Nominal or Ordinal variable set to Date/Time and it can’t be converted.
• Similar functionality coming soon to Binary - Multi variable sets (useful if you report rolling averages)

We've added new steps to the Data Preparation Agent:

• Convert dates saved as Text/Nominal/Ordinal variables to Date/Time variable sets: Identifies dates stored in your data set as Text, Nominal or Ordinal variables and converts them to Date/Time structure.
• Flag respondents who completed the survey in an abnormally short time: Flags respondents who completed the survey unusually quickly. These flags help to identify lazy respondents and bots in your data set, and are (optionally) taken into consideration when the agent deletes poor quality cases from your data set.

You can now preview AI-generated commentary before adding it to your document. Hover over the ‘Add Commentary’ button on the navigational toolbar to see a preview of the commentary. Add it to your page with one click, or modify your analysis goals to refine the result.

We’ve made it quicker and easier to work with page master slots. You can now drag and drop variable sets, text boxes, tables, visualizations and calculations directly into placeholders as follows:

• Variable sets can be added to Content placeholders to create a table
• Text items can be added to Title, Text and Content placeholders
• Tables, visualizations and calculations can be added to Content placeholders

We’ve updated menus throughout the app so that options that are not applicable to your selection are disabled. If you hover over a disabled option, a tooltip will describe the conditions under which the option will be enabled.

For users who don't have a regional guarantee (which is most users), we're migrating from Google's Gemini 2.0 to GPT-5.0 for most of our AI. This is a phased transition which will likely take about a month, and will lead to higher accuracy but some slower compute times for some AI features. See also Displayr AI - Terms of Use.

Vertical and horizontal scrollbars are now automatically enabled for Autofit or CreateCustomTable R tables in instances where your content does not fit the table. This removes the need to manually edit the R code. Scrollbars can be manually disabled/enabled in the Object Inspector, and are best used with customized column widths and row heights.

You can now search for both published and unpublished documents. Previously, only published documents appeared in search results. This update makes it easier to find documents, especially documents stored in folders.

You can now customize the text shown for the “(All)” and “(Select All)” options in multiple-selection combo boxes.

Two new fields have been added at the bottom of the Object Inspector when a multiple-selection combo box is selected:

• “Select All” option – controls the label used for the option that selects all available choices.
• All options selected – controls the label displayed when all options have been selected.

This gives you more flexibility to match your combo box labels to your app’s tone and language.

You can now enter data from scratch or paste your spreadsheet data directly into Displayr in one of two ways:

• Go to Data Sources > Add Data or Data Sources > (+) and try the new Paste **or Enter Data** option to add your data directly using our in-app spreadsheet.2. Copy your spreadsheet data and paste directly into the app:
• Try right-click > Paste on your page or in your Report.
• Or use Ctrl+V** (Windows) or Cmd+V (Mac)** keyboard shortcut to paste.

The Research Agent will now detect filters and weights in your dataset and apply them automatically before running its analysis.

Filters

• To apply filters, add a "Research Agent" comment to the filter variables you want included.
• All filters tagged with this comment will be applied.

Weights

• If there is a single weight in your data set, it will be applied automatically.
• If there are multiple weights, you can specify which one to use by adding a "Research Agent" comment to the desired weight variable.

Research Agent uses AI to automatically analyze data and generate a report.

This feature is currently a beta release.

To use: Add a data set and, in the Report tree, click + and Research Agent to generate an automated report containing analyses and insights. See Research Agent for more information.

Previously, some AI funtionality in Displayr required users to have their own OpenAI account and hook it up to Displayr. This is no longer required.

For all but the heaviest users, all AI usage is now included in Displayr for no additional cost. Please see Tracking Your Displayr AI Usage for more information.

The Displayr AI - Terms of Use have also been rewritten and expanded to contain much more information.

Some variables and outputs created using AI prior to February 2025 will stop working in a year and need to be redone. See Moving From OpenAI to Displayr AI for more information.

We've introduced significant improvements to the User Group screen to make managing user permissions even easier:

• Add & remove members: You can now directly add or remove users from a group within the User Group screen—no need to navigate elsewhere.

• Review user group access: Instantly see what assets each user group can access, along with their access levels (e.g., view, edit, etc.).

These updates provide greater transparency and control over user management and access configurations.

With the new recommender for Variable Set Inserter, you'll now see the most relevant options at the top when inserting a new variable. This helps you find what you need faster—no more scrolling through long lists or second-guessing your choice.

We’ve made it easier for new users to get started with Displayr. The improved UI guides users to focus on the most important first steps, helping them quickly understand and take action to build their analysis.

We’ve made Text Categorization even better with new features and enhancements to improve your workflow.

What’s New?

• Two new ways to manually edit classifications: (a) using a new classification context menu or (b) dragging Responses onto Themes
• In-place editing of Themes
• Mnemonics for Theme labels
• Try out the new features today! 🚀

Undo/Redo history now contains the names of the users who performed each action, as well as allowing you to jump back multiple changes in a single undo action.

A confirmation message will also pop up to confirm that you intended to undo their changes, and they will receive a notification that their changes have been undone.

You can now control how many rows are displayed in calculation tables.

Adjusting the number of visible rows lets you reduce or eliminate pagination in favor of vertical scrolling. This gives you greater flexibility when designing layouts and helps you better manage space in dashboards and reports.

To change the number of rows, type a value into the Rows per page field, or choose from the dropdown list. When the table is on a page, an Auto option is also available—this automatically determines how many rows to display based on the table’s height.

This feature is especially useful for standalone tables (those not placed on a page), where now you have control over the table’s height.

You’ll find this setting at the bottom of your calculation table.

We’re making it easier to organize your reports. You can now right-click one or more outputs and select "Convert Outputs to Page(s)" to instantly create new pages from your selected outputs. Each output will be placed onto a page, and if a content slot is available, it will be positioned automatically. The new page’s title will also be set based on the output’s label.

You can now use AI to create custom widgets in Displayr, along with two additional widgets for common use cases.

1. Create custom AI widgets for your use cases The custom AI widget lets you write dynamic prompts and integrate any data from your report. This empowers you to use AI for tasks tailored to your specific needs, such as data interpretation, trend identification, Q&A for your data, and much more.

2. Additional AI widgets for common use cases We've also introduced two other widgets for popular tasks:

• Image Generation
• Summarizing Items

You can learn more about the feature here.

You can now use AI to write R code for data manipulation and analysis. The AI understands both the R language and the data in the Displayr document.

With this feature,you can use AI to:

• Rewrite code
• Debug code errors
• Query data in your study

You can learn more about the feature here.

We’ve made Text Categorization even better with new features and enhancements to improve your workflow.

What’s New?

• Filter responses by a variable
• Search for themes and responses
• Editable prompts for theme generation & classification
• Lock/unlock responses to control automatic classification
• Sleek UI improvements for a smoother experience

Try out the new features today! 🚀

In addition to saving a visualization as a template, there are now lots of other things that can be saved as saved as templates, and then easily re-used.

You can now:

• Template custom calculations that appear on a page. This is a very general feature and can be used to do everything from simple math to advanced analyses and bespoke visualizations. You can even customize the object inspector, allowing you to build features for other users in your company.
• Template pages. For example, if there's a standard set of pages or analyses you use in your reports, you can save these as templates.
• Template variable sets. More about this below.

Templates are created by right-clicking on something and clicking Save as Template. They are applied by selecting something, right-clicking and choosing Apply Template. To create something new from a template, either:

• Press the Template button at the top of the screen if wanting to insert something on a page.
• Press the + button and Template in the Report tree to insert into the report.
• Press the + button and Template in the Data Sources tree to insert into the report.

More about templating of variable sets Variable set templating allows you to automate lots of routine data cleaning and data tidying tasks, including:

• Rewording of labels
• Consistent sorting
• Missing value settings and re-basinga
• Changes to variable set structure
• Top 2 box scores
• Making variables created by code easily re-usable

For more information, see:

• This help article: Templates for Variable Sets.
• Our webinar on DIY Data Cleaning & Prep: Super Fast, Super Good.

The maximum supported file size when uploading a data source has been increased from 2GB to 8GB.

This update reorganizes the menu to make it easier to find the action you need. The reorganization includes:

• Grouping similar actions together for better discoverability
• Clearer categorization of actions and variable structures
• Renaming actions for clarity

Combined with the recently added search functionality, these changes significantly improve the user experience when creating new variables in Displayr.

You can now easily organise your files in the Displayr Cloud Drive using folders.

Simply create folders to group your files, keeping everything organized and easy to find. Important: The folders in the Cloud Drive are synced with the folders in your Documents page, ensuring seamless access and organization across both areas.

We’ve made it easier to create and view your analysis in Displayr! Previously, every output had to be placed on a page. Now you can add tables directly to your report.

When creating tables this way, more space is dedicated to viewing them. Displayr will automatically enlarge your tables to fit the space they need.

Try it out now by simply dragging your Variable sets directly up into the Report tree!

• A + icon now appears when you hover over referenceable items
• Clicking the + icon adds the reference to your code or dropdown
• Clicking an item's name now selects it instead of adding a reference

• More obvious visual cue for when an item is referenceable
• Reduced chance of inadvertent code changes
• Clearer separation between selecting and referencing items

It is now possible to hide an item from exports and publishing independently.

This is useful in scenarios where you might have an interactive control on a dashboard that makes sense to see in a published document but not when exported to a PowerPoint file.

Read more about hiding items in this help article.

Hiding via the context (right-click) menu will always default to Hidden from exports & publishing.

Note: Hiding from publishing but not exports is not supported

Quickly find the action you need by searching through the menu.

This is useful for finding an action you can't quite remember the exact name of, or exploring new actions.