UPCOMING WEBINAR: From Thousands of Tables To One Clear Story: using AI in survey analysis There are many ways to share your Document with people who do not have a Displayr license. Instead of sharing exported Office or PDF files of your Document, which become out of date quickly and can be forwarded to others at will, you can also publish your document to the web as a Dashboard to share it with others. This allows you to:
- Add interactivity to the report via Controls (inputs), filters, views, and Explore Mode.
- Make the report more secure, if needed, by configuring access to the document or items within the document via logins, see How to Manage User Groups and Permissions in Displayr.
- Ensure viewers are looking at the "current" version of the Report so they don't have to keep track of multiple versions of the same report with various fixes/edits and versions of the data.
- Allow viewers to use Report Chat to ask questions and gather insights.
This article describes how to go from a Displayr Document created in Edit Mode...
...to a Displayr document presented as a Web Page (Dashboard).
Requirements
- A Document with at least one Page and output to export.
- Sufficient Server time for private dashboards and API to access the dashboard.
- If you plan to enable Report Chat, you will need to have Displayr AI enabled.
Method
- Go to Share > Publish to Web.
- Choose one of the two available levels of Access for the published document.
These options are:- Anyone with the link - Anyone who has the link to the Dashboard can access it. No login required.
- Login and password required - Shared with specific people. Only users with appropriate login details can access the Dashboard (see: How to Manage User Groups and Permissions in Displayr).
- The following options are available via the Advanced Options menu and can be selected or deselected as necessary.
- OPTIONAL: By default, Report Chat is enabled for your published document's viewers to ask questions. To disable Report Chat in the published document, untick Chat Panel for natural language queries.
- OPTIONAL: If you wish to show the Navigation pane, select Navigation Panel. Note if this is disabled, it does not hide pages from being accessible like the Hide feature on items in Edit Mode. You can still access all unhidden pages, but you will need to include navigational links manually in the report design, see How to Insert a Link Into a Displayr Document.
- OPTIONAL: If using Anyone with the link, you can select Viewers can Explore without password if you wish to enable Explore Mode for anonymous viewers. Explore Mode is enabled by default when publishing using Login and password required. See How to Use Explore Mode for more information on the mode.
- OPTIONAL: Select Searchable from other company documents that can be viewed without a password to allow for this document to be found when performing searches in other Dashboards published using the Anyone with the link access option.
- OPTIONAL: Sometimes, when doing analysis across different scenarios, you will run across interesting findings that you'd like to highlight. Instead of listing out all of the specifics for the scenario for the viewer to replicate, you can save this interesting snapshot as a View that viewers of the dashboard can select to see the analysis filtered by that view. You can do this by selecting Viewers can add, change, delete, and apply views (see: How to Add, Change, Delete, and Apply Views in View Mode).
- Select Publish (or Republish to update the already published Dashboard).
- Note, if you wish to no longer have your dashboard published, you can at any time press the Unpublish button.
Using Report Chat in a published dashboard
Your published dashboard's viewers can use the Report Chat function to ask questions about the document and gain insights in plain language. Viewers can type in a question and get an answer with links to the relevant pages rather than having to read through every page to find what they need. 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.
To start a chat in a published dashboard, click the Chat button in the lower right corner.
Note that AI tokens are consumed from your account for each Report Chat interaction between a viewer and your published dashboard. See Tracking Your Displayr AI Usage for more information. You can read additional FAQs in our Chat article.
Next
How to Customize the Navigation Pane in View Mode
How to Export a Document to PowerPoint
How to Update an Existing PowerPoint Document
How to Retrospectively Link PowerPoint Tables and Charts to Displayr Outputs
How to Use a PowerPoint Chart Style Template in a Displayr Export