UPCOMING WEBINAR: The Roadmap for Market Researchers in the Age of AI The first thing to do when getting started with Displayr is to create a new Document to store your analyses or serve as a template for creating other documents. This can be done in various ways depending on what its purpose is. This article outlines the various ways of creating a new document:
- Method - Create a new document from scratch
- Method - Create a new document starting from a different document
- Method - Create a new document based on a template
- Method - Download a Tutorial Document
Method - Create a new document from scratch
1. Log in to your Displayr account.
2. From the Documents page, click New > Document button at the top of the screen.
3. Choose your preferred design template from the gallery by either using the search bar or selecting the options on the left to bring up standard and company-specific templates. Otherwise, select Blank Document to start from scratch.
Method - Create a new document starting from a different document
You can create a new document from a different document by either:
- Hover over the document in your Documents page and click the 3 dots > Duplicate. This makes a carbon copy of your document (retaining Schedules and User Permissions), except it doesn't include Comments. See How to Manage Documents in Displayr for more info.
- Upload a QPack file of the Document. From your Documents page, click New > Upload > QPack. Note that documents that are created from QPacks use default User Group permissions and not the user permissions from the original document. For more details, see How to Create a Displayr Document Using a QPack and How to Move Documents Between Accounts.
Method - Create a new document based on a template
Templating documents in Displayr can be done in a couple of ways based on what you'd like to include in your template:
- If you just want to template the designs in the Page Master pages, you can create a template document to be added to the template gallery, see How to Add Your Own Document Template to the Gallery and How to Set Up Branded PowerPoint Templates in Displayr. To use this template, you will select it from the template gallery when you create a new document from scratch. If you want to apply a template after you've already created a new document, see How to Apply a Document Template to an Existing Document.
- If you want to create a full template document that can also include templated outputs (i.e., custom functions, custom calculations, custom visualizations, R visualization templates, etc.), see How to Create a Template Document. To use this template, you can duplicate or upload a QPack of this template document (see section above), but you can also copy and paste individual items from this document into a different document after it is created. Note that templating outputs can also be achieved via our templating system, see here, here, and here.
Method - Start a Tutorial
In addition to creating a new document to work from in Displayr, you can also access a list of online interactive tutorials that you can follow. These guided tutorials are a hands-on way of learning certain features and processes in Displayr. From the documents page, click Tutorials. Or after clicking New > Document on the documents page, you can select Tutorials from the left pane to see the list and easily download one to work through on your account.
Next
How to Create a Displayr Document Using a QPack
How to Move Documents Between Accounts
How to Create a Template Document