UPCOMING WEBINAR: The Roadmap for Market Researchers in the Age of AI Displayr makes it easy to Hide data and analyses in your documents from your final audience, while still making them available to you to see and use as inputs in Edit Mode. You can tell if an item in the Report or Data Sources tree is hidden in Edit Mode because its font is grey and its icon has a slash through it. Similarly, items included on a Page that are hidden from View Mode and exports show diagonal grey stripes in Edit Mode.
This article describes how to Hide and Unhide:
- Items in the Report tree such as Folders, Pages, items included in a Page, and standalone outputs in the Report tree
- Variable Sets
- Rows and columns in a table
In it, we go from a Displayr document that displays all pages, variables, rows, columns, outputs, and objects when viewed and exported:
To a state where selected items are hidden in View/Explore mode, and when exported to Office and PDF files:
Requirements
A Displayr document with Data Sources and/or outputs
Method - Items in the Report tree
The easiest way to hide an item in your Report (such as Folders, Pages, items included on a Page, and standalone outputs in the Report tree) is to select the item(s), right-click, and select Hide. Keep in mind that this feature works similarly to editing items in bulk. That is, it is recursive and applies to all items nested under a selected Folder or Page in the Report tree. So when you hide a Page, you are hiding the entire Page and everything included with it. The same thing goes for hiding Folders in the Report tree. To unhide items, select the item(s), right-click, and select Unhide.
You can further customize how items in the Report are hidden via the General > General tab in the item's object inspector . When you click Hide, the menu items are Hidden from exports & publishing.
To Hide only items from exports to Excel, PowerPoint, and PDF, you can instead check Hidden from exports only. This is useful when you want to show a visualization in your online Dashboard in View and Explore Mode, but you don't want a table of the data plotted exported to Excel.
Method - Hide Variable Sets
You can hide Variable Sets from various parts of the app, including the dropdown menus, Page filtering, explore mode, and exports. From the Data Sources tree, select one or more Variable Sets, right-click, and select Hide. You can Unhide variable sets by right-clicking and selecting Unhide.
When you click Hide from the menus, Variable Sets will have Hidden (except in variables and code) checked in their object inspector > Data > Properties section. This will hide the variable(s) from all dropdowns in Edit Mode and throughout View Mode (you will not be able to select them in any fields in the object inspector). You can still reference this variable in R or JavaScript code, if needed.
If you'd like to include the Variable Set in dropdowns, but exclude it from other parts of the app, you can only check the appropriate field(s) instead:
- Hidden in View Mode Filter menu - this will hide the variable(s) from the global filter drop-down in View Mode.
- Hidden in Explore Mode - this will hide the variable(s) from the filter selection in Explore Mode and will prevent users of your dashboard from applying it to tables or objects from there.
Method - Hide rows and columns in a table
To hide a row or column on a built-in drag and drop table, right-click the row/column header and click Hide. This will hide the category from all tables and visualizations that use the variable set, but it will still be included in NETs and stat testing. If you'd like to treat the category as missing data instead, right-click and choose Delete.
If you'd only like to modify select tables in your document, you can use a table rule which won't affect the variable set itself. There are several built-in table rules that you can use to hide rows and columns by name or criteria (such as Hide Empty Rows and Columns) or you can write a custom rule (see How to Modify Table Rows and Columns Using a Rule).
To hide rows or columns on a Specialty Table or visualization created via the Visualization menu, you will look for the appropriate field in Data > Row Manipulations or Column Manipulations in the item's object inspector . Note that case/response numbers that appear in the first column of a table with raw data/responses are actually row headers and cannot be hidden.
The Work With Rows, Columns, NETs, and Merged Categories section of the help center for more examples.