How to Share a Custom Analysis Tool Between Documents

This article describes how to share your R-based custom analysis tool from one document to another.

Requirements

• Method 1: A Professional user license.
• Method 2: An Enterprise user license and Displayr Cloud Drive enabled on your account

And EITHER:

• A customized analysis tool that was originally created via the menus.
• A custom analysis tool that you created from the toolbar via Calculation > Custom Code. To get started creating your own fully custom analysis tool see: How to Create a Custom Analysis Tool

Method 1 – All professional users

1. Select your analysis tool.
2. Press CTRL + C (CMD+ C on a Mac).
3. Open the document you wish to add this tool to.
4. Select a page and press CTRL + V (CMD + V on a Mac).

Method 2 – Enterprise users only

1. Select your analysis tool.
2. In the object inspector on the right select Properties > EXPORT > Publish as RScript to Displayr Cloud Drive. This will create a shareable version of your tool with .RScript as the extension.
3. Open the document you wish to add this tool to.
4. Select a page and in the toolbar go to Anything > [Company name] and select your RScript. Your custom analysis tool will then be added to your page.

See Also

How to Customize R-based Analysis Tools in Displayr

How to Create a Custom Analysis Tool

How to Create an Auto-Updating Custom Analysis Tool