How to Add, Move, and Convert Items Between Pages and Standalone Outputs in the Report Tree

Outputs (i.e., visualizations, tables, Calculations, and other analyses) are organized in a tree structure in the Report tree of a Document. Displayr allows outputs to be in the document in two ways:

1. Outputs that are part of a Page object in the Report tree.
   • This setup allows you to see multiple items at once and allows you to configure how the Page looks on export. Note that you still have the ability to add an output to a page, but Hide it from exporting and publishing.
2. As a standalone output in the Report tree (sometimes called a node)
   • This setup shows you a single standalone output at a time, and each is exported in a standard way on individual slides or published on individual Pages.

These two structures allow for more flexible workflows where users can organize outputs and supporting items to be seen collectively as part of a Page, as well as work with lots of individual outputs without having to worry about page layouts and scrolling around to find items. Better yet, you don't have to stick with just one workflow, and each setup can be converted into the other (i.e., you can create a Page containing the final outputs and supporting inputs and then convert the supporting items into nodes afterwards).

This article covers:

• Method - Identifying the structure of an output
• Method - Insert a new output on the page
• Method - Insert a new output off the page
• Method - Drag variables onto or off pages as tables
• Method - Drag outputs onto or off pages
• Method - Convert standalone outputs into a new page

Requirements

• Any output, such as a Table, Calculation, Visualization, or Advanced Analysis.

Method - Identifying the structure of an output

You can tell what structure the output is by how it is positioned in the tree. Outputs that are a part of a Page will be nested under the page, whereas standalone outputs will not. In the example below, you can see an example of Pages circled in orange and how expanding those will show the outputs that are a part of the page. Items circled in blue in the Report tree are standalone outputs and can be inside parent-level pages (i.e., US Market and Appendix) or not (i.e., the Custom Calculation).

Outputs that are a part of a Page can be viewed at once and are exported as WYSIWYG:

Standalone outputs are viewed individually in Edit and View mode and cannot be resized or repositioned in the view:

and exported in a standard way to PowerPoint:

Method - Insert a new output on the page

The primary location for adding outputs directly to a Page is via the toolbar:

In this example, we will insert a visualization.

1. Select at least one variable from the Data Sources tree.
2. From the toolbar, select Visualization > Bar > Bar to create a bar chart for the variable selected after you click on the page. Note that a table will automatically be created behind the scenes for the chart. You can access this via the Table toggle button in the Properties . 

Method - Insert a new output off the page

The primary location for adding outputs off a Page is via the + menu directly in the Report tree:

In this example, we will insert a table.

1. Select at least one variable from the Data Sources tree.
2. Hover over your Report where you would like to insert your table.
3. Click + > Table > Table from Data Set. 

Method - Drag variables onto or off pages as tables

Variables can easily be dragged onto a Page or directly onto your Report from a Page using drag and drop.

Drag onto a Page

1. Select the Page where you wish to add your variables as tables.
2. Select the desired variable(s) in the Data Sources tree.
3. Drag the selected item(s) onto your Page.
4. The tooltip will tell you what this action will do once you release the dragged item(s).

Drag off a page

1. Select the desired variable(s) in the Data Sources tree.
2. Drag the selected item(s) onto your Report where you wish to place your variables as tables.
3. The tooltip will tell you what this action will do once you release the dragged item(s).

Method - Drag outputs onto or off pages

Outputs can easily be dragged onto a Page or directly onto your Report off a Page using drag and drop.

Drag onto a page

1. If the output(s) to be moved are not already on a Page, select the Page where you wish to move them to. Otherwise, you can skip this step.
2. Select the desired output(s) in your Report.
3. Drag the selected item(s) onto your Page.
4. The tooltip will tell you what this action will do once you release the dragged item(s).

Drag off a page

1. Select the desired output(s) in your Report.
2. Drag the selected item(s) to where you wish to move them in your Report.
3. The tooltip will tell you what this action will do once you release the dragged output(s).

Method - Convert standalone outputs into a new page

Standalone outputs can be converted into a new page, allowing you to add additional outputs and tables to the new page.

1. Right-click on the standalone output in your Report.
2. Select Convert to New Page(s) > Select your desired page layout.
3. OPTIONAL: Give the page a new name.
4. OPTIONAL: Drag and drop additional variables from the Data Sources tree to create new tables or crosstabs, or create visualizations, advanced analyses, etc.

Next

How to Create Summary Tables

Creating and Modifying Visualizations

How to Create Sub-Pages in the Report Tree