How to Export Multiple PowerPoint Reports Using a Filter

This article describes how to export Pages from Edit mode or View mode as multiple PowerPoint reports using a filter. This post contains the steps showing how to export the Page below to PowerPoint using a gender filter.

..creating separate PowerPoint documents for Male and Female respondents.

Requirements

A link to a published Displayr document. See Publishing as a Web Page (Online Report / Dashboards).
A filter. See How to Create a Simple Filter.
A Displayr document containing a data set.
A data output (e.g., table, chart, visualization).

Method 1: Exporting from View mode

Open the published Displayr Document in View mode.
Click on the Export link (at the very top) and select PowerPoint.
Click on Advanced Options, select the filter categories you wish to use (e.g., Male, Female).
Click Export.

Note that any items on hidden pages will be filtered. This differs from when applying filters manually in View mode, in which case only the page and items on the page are filtered (see: How to Control Which Calculations are Filtered in View Mode).

Method 2: Exporting from Edit mode

Open the published Displayr Document in Edit mode.
You can choose Pages manually or create sub-pages to apply filters (see How to Create Sub-Pages in the Report Tree).
Go to Properties > Data > Filters & Weight > Filter(s) and select the filter variable(s) you wish to use.
1. If you have created sub-pages, then click on the parent-level page to apply the filter to all the sub-pages within the parent page.
Select Share > Export Report > PowerPoint.
To export selected pages only: Choose which pages to export > Export selected page(s).
Select Create New Document.
Click Export.

To export a report from Edit mode, you must apply filters one at a time. First, apply the first filter (e.g., Female) and export the report. Then, apply the second filter (e.g., age 18-24) and export another report. This is different from exporting from View mode, where you can export multiple reports at once

Another way to organize your reports is to create a separate parent-level page with sub-pages for each filter variable. For instance, you can create a parent-level page and apply the filter for "Female", then duplicate the parent page and change the filter to "18-24". This way, when you export selected pages, a separator slide can be added to help you identify the pages of each report without exporting them multiple times.

Method - Canceling the export

Sometimes you may need to cancel your export. Many times, the export works so fast that it will be finished by the time you realize it, but for larger and more complex reports, you can cancel the export by clicking on the spinning circle by the document name at the top of the window. This will expand out to show you what is being processed, and you will see a trash can next to the Exporting line, which you can click to cancel the export.

cancel export.png