UPCOMING WEBINAR: DIY Data Cleaning & Prep: Super Fast, Super Good This article describes how to share an R-based custom analysis tool from one document to another.
Requirements
- A Professional or Enterprise user license.
And EITHER:
- A customized analysis tool that was originally created via the menus.
- A custom analysis tool that you created from the toolbar by going to Calculation (
) > Custom Code. To get started creating your own fully custom analysis tool, please see: How to Create a Custom Analysis Tool.
Method 1 – Copy & Paste
1. Select your custom analysis tool.
2. Press ctrl + C (cmd + C if on a Mac).
3. Open the document to which you wish to add your custom analysis tool.
4. Select a page and press ctrl + V (cmd + V if on a Mac).
Note, copying and pasting objects between documents will only work if both documents aren't opened in incognito mode and have the same domain (e.g., app.displayr.com).
Method 2 – Save as Template
1. Right-click your custom analysis tool.
2. Select Save as Template.
3. Open the document to which you wish to add your custom analysis tool.
4. Select the Template icon from the toolbar.
5. Select the template from the list and press Insert.
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
How to Save and Apply a Customized Analysis Tool as a Template