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 and columns, outputs, and objects when viewed and exported:
To a state where selected items are hidden in View/Explore mode and exported Office and PDF files:
Requirements
A Displayr document with Data Sources and/or outputs
Method - Items in the Report tree such as Folders, Pages, items included in a Page, and standalone outputs in the Report tree
The easiest way to Hide an item in your Report is to select the item(s), right click and select Hide. This is also available from the More tools menu. 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. 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 in the menu items are Hidden from exports & publishing.
To only Hide items from exports to Excel, PowerPoint, and PDF, you can instead only check Hidden from exports. 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 pane, select one or more Variable Sets, right click, and select Hide. This is also available from the More tools menu. You can Unhide variable sets using the same menus.
When you click Hide from the menus, Variable Sets will have Hidden (except in variables and code) checked in their object inspector's Data > Properties section. This will hide the variable(s) from all drop-downs in Edit Mode and throughout View Mode (you will not be able to select it 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, you can right click the row/column header and click Hide, see the gif below. 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 instead, treat the category as missing data, you will right click and choose Delete. There are also 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) on selected tables only, look in the Work With Rows, Columns, NETs and Merged Categories section of the help center for more examples.
To hide rows or columns on a table or visualization created via the Visualization menu, you will look for the appropriate field on the Data tab of the item's object inspector.
Next
How to Hide Uninteresting Data
How to Hide and Unhide Variables and Variable Sets