Views

Create, edit and save views as new data charts and visualisations are created within Analyse. The Saved button opens previously saved views for the current survey.

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What is a view?

A view is a saved copy of an Analyse chart, word cloud or map.

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Saving a view

To save a view for a new chart, use the additional options menu in the Analyse Navigation Bar and select Save this view. A popup will display with the details of the saved view. To edit the title, click in the text box and enter your preferred title for the chart/visualisation. Click the Save button to save the view. The title of the saved view will display in the list of saved views. Click Saved to open the list of all saved views. Select the view you want to edit or create a new view. Check the title of the view you are working on to ensure it is the correct one if applying edits.

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Editing a view

To edit the saved view, ensure the view you are working on is the one you want to edit. When edits are made to any of the settings (configuration, series, display) two new save options will appear at the bottom of the Analyse stage on the right hand corner of the window:

• Save As: Create a new chart with the saved edits
• Save changes: Overwrite the previously saved chart with current settings/edits
• Discard: remove edits and revert to the original saved chart

Save As Selecting the Save As button will create a new chart with the current settings. This will preserve the original chart in the list of views and create a new view with the edits applied. Enter the title for the chart in the text box and click the Create button. Save changes Selecting the Save Changes button will automatically apply the current settings to the saved view. This will overwrite the previously saved version. There is no restore or undo. Tip: It’s best to Save As if you are unsure if you will need the previous chart again. There is no restore for overwriting a previously saved chart. Discard Selecting the Discard link will remove all applied edits and revert the chart to the saved view version. Click the link and a popup will appear confirming discarding all changes to the current view. Click ok to clear all edits:

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Creating a new view

To create a new view, ensure you have saved what you are currently working on. From the Analyse tab, click New chart in the top-right corner above the Stage window: Tip: Save the newly created view immediately and save changes as you go to ensure you don’t lose your edits or accidentally save over a previous chart.

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Accessing saved views

To access all saved views for the survey, click the Saved button in the Analyse Navigation Bar. This will open a list of all the saved views. Click the view to load or edit.