View Manager.

Your View Manager lets you tell a multifaceted story for each view (via duplicate views) but also lets you strip your dashboard down to just the essential views (with removed or private views).

To do this...

1: Select views, either individually OR select a range of views by

  1. selecting the checkbox of the first view in the range
  2. pressing 'shift' on your keyboard while selecting the checkbox of the last view in the range.   

You can even select discontinuous ranges, e.g. Q1 to 36 and Q39 to Q55:

  • select Q1
  • 'shift' select Q36,
  • select Q39 (no 'shift')  
  • 'shift' select Q55

This will select 53 out of 55 views.

You can just as easily unselect a range of views using the same 'shift' technique.  

2: Remove selected views to strip your dashboard down to just the essential views. Just select all the views you want to remove, click the 3-dot icon, and click 'Remove'. You can see how many views you've removed in the 'Excluded' tab at the bottom of the 'Views' tab. E.g. in the below dashboard, we've removed 53 questions (Q1-Q36 and Q39-Q55) and left just 2 questions (Q37 and Q38).  

3: Duplicate selected views to tell a multi-facetted story for each question. Simply select the views you want to duplicate and click the duplicate icon. E.g. you could have:

1 original view (Q37)

1 duplicate view cut by Household Income (Q37A)

1 view cut by Generation (Q37B)

1 cut by Retailer (Q37C)

Each duplicate view tells a new story fast.

4: Rename views (individually) to differentiate your questions. Simply click your chart title, highlight what you want to edit, and just type to edit. In example above, we renamed our duplicate view...

From:

To:


5: Restore Excluded views - views you've completely removed from your dashboard can be restored within the 'Excluded' tab at the bottom of the 'Views' tab. Simply select the views you want to restore and click Restore.  E.g. let's restore Q39 and Q49.

Note that they get restored at the top of your list of views.

6: Move or Relocate selected views to anywhere you like in your survey. Simply select the views you want to move, click the 3-dot icon and click 'Relocate down'. Then select the question you want to move them below and click 'Apply'. E.g. let's move our restored views (Q39 and Q49) from the top of our dashboard to the bottom (below Q38C).

Don't forget to clear selection when you're done.

7: Make selected views Private (e.g. Q37A, Q37B, Q38A, Q38C) if you want them...

  • still visible in your master dashboard but just greyed out.

  • but invisible in the shared dashboard.

Shared dashboards are shared via the share link.

This allows you to simultaneously have ALL analysis available to you in your master dashboard while having BESPOKE analysis tailored for your stakeholders in the shared dashboard. 🎉

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