UPCOMING WEBINAR: Cluster analysis: Classic, powerful, and still worth knowing Not only can Displayr import respondent-level data sets, but also 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 either the Add data or + button.
2. Select Upload file then your Excel file or else drag it onto the upload panel.
3. When prompted with What's the next thing you plan on doing?, select Create visualizations, presentations or dashboards then Next. The data in your Excel file will be imported as summary tables, which can be used as input data to create tables, calculations, and visualizations.
4. The Excel workbook will now be imported as separate summary tables in the Data Sources tree nested within each respective worksheet.
5. Select the first table and you'll see in the object inspector that it has pre-selected the data range like you would select data for a table in Excel.
6. Either select Data > Sub-Selection > Select data in the object inspector or else drag the table onto a Page in order to bring up the dialog to confirm the correct sub-selection of data.
7. You can click the top left corner to select all rows and columns or else 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.
8. 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 the object inspector.
11. [OPTIONAL] If you have not already done so, drag the table from the Data Sources tree onto your Page.
12. [OPTIONAL] If you have only a % statistic, you can select your table and click Appearance > Appearance > Number format > % in the object inspector.
13. [OPTIONAL] If Column Comparisons are present, in the object inspector, select Statistics > Significance > Column Comparisons.
14. Repeat steps 6 to 13 for each table you wish to use in your document.
Next
Creating and Modifying Visualizations