UPCOMING WEBINAR: From Thousands of Tables To One Clear Story: using AI in survey analysis This article identifies some key general strategies for working efficiently in Displayr:
- Avoid writing code
- Duplicate, then modify
- Understand variable set structures
- Use wildcards in find / replace
- Tidy as you go
- Comment as you go
- Update your data
- Do your data prep in Displayr
Avoid writing code
Duplicate, then modify
The basic workflow in Displayr is that you create something great and then duplicate it and further modify it. For more information, see Automatic Updating, Duplicate & Modify, and Extensibility.
Understand variable set structures
Variables are always grouped into sets of 1 or more variables. The resulting variable sets have a structure that dictates how they are analyzed (see Variable Sets).
Use wildcards in search / replace
Consider the variable sets below. Let's say you wanted to delete everything up until and including the space after the dash. This can be done using wildcards.
The process is:
- Click into the Search
panel in the toolbar.
- Type "*- " (excluding the quotation marks) and update the dropdown to the left to This Document.
- Click Advanced and check Use wildcards. This means that anything prior to the dash will be identified.
- Go to the Replace tab, leaving Replace with blank.
- Press Replace all.
Alternatively, if you wanted to add something (e.g., the word POST) to the end of every label, you would use:
Tidy as you go
Make your labels and titles neat and correct, so you can export without having to re-do them. Keep in mind that as you will regularly be duplicating, it's more efficient to tidy once and then duplicate, rather than the other way around.
Comment as you go
Displayr allows you to add commentary to your page while doing your analysis. This is much more efficient than first doing analysis, and then trying to remember your insights again.
Update your data
Once you have created a document, you can update or refresh it with new data. Your tables, visualizations, and other calculations will automatically update (unless you specify otherwise). To update your data source or refresh a live data set, click on the data set name in the Data Source tree, and then click the Update or Refresh button in Properties . See How to Update a Data Set in Displayr for more information.
Do your data prep in Displayr
For basic data cleaning and preparation work, it's much, much faster to do this in Displayr than, say, R or SPSS. And, it is superior from a quality and reproducibility perspective as well.
It can be sensible to do it in a different document.