How to Import Excel Tables into Displayr

Not only can Displayr import respondent-level data sets, but it can also import tables that have already been aggregated in Excel. This article will take you through how to import these Excel tables into Displayr for use in visualizations, presentations, or dashboards.

Requirements

An Excel workbook with aggregated or tabulated data.
Tables can be on the same or different worksheets.
If multiple statistics are present, each statistic must appear on different rows.
Table titles and captions (or footer text) will be included when detected.
Column Comparisons are supported if the imported table has only one primary statistic, and comparison letters are supplied on every second row.
When selecting the data to display, any statistics immediately to the right or below the table will automatically be included in the range by default.
If you only have percentage data, it will automatically convert the decimals to percentages (without the % sign).

Method

1. In the Data Sources tree, click the Add data or + button.

2. Select Upload file, then your Excel file, or drag it onto the upload panel.

3. Select Import all sheets as summary tables (each sheet may contain one or more tables).

4. Select Import.

5. The Excel workbook will now be imported as separate summary tables in the Data Sources tree, nested within each respective worksheet.

6. Select the first table, and you'll see in Properties that it has pre-selected the data range, like you would select data for a table in Excel.

7. Either select Data > Sub-Selection > Select data in Properties, or drag the table onto a Page in order to bring up the dialog to confirm the correct sub-selection of data.

8. You can click the top left corner to select all rows and columns, or click and drag the correct data to keep in the table.

If you have two statistics in your table but only want to show one, or it has included more rows or columns than are required, for example, you can select the relevant rows and columns by holding down CTRL and clicking the correct ones.

7. If there are a different number of column or row headers than automatically detected, adjust the Header row(s) and Header column(s) drop-downs on the right accordingly.

If you have 2 header rows, for example, this will then concatenate the labels from both into a combined label for your table.

9. Click Save.

10. [OPTIONAL] Similar to Excel, you can also manually adjust data ranges under Data Source and data selections under Sub-Selection directly in Properties.

12. [OPTIONAL] If you have not already done so, drag the table from the Data Sources tree onto your Page.

13. [OPTIONAL] If you have only a % statistic, you can select your table and click Appearance > Appearance > Number format > % in Properties .