The tray is an essential part of the Crunch workflow. It is the panel that opens on the right-hand side.
The tray lets you:
- save an analysis to come back to later (like a bookmark)
- prepare your analysis for export (i.e., customize the look and what's shown)
- export to PowerPoint and Excel (as editable charts)
- create a dashboard (after creating a new dashboard container)
The tray can house two different types of container — decks and dashboards:
- Decks are containers that you use for saving analyses to return to later or for preparing an export to Excel or PowerPoint.
- Dashboards are for sharing insights online with stakeholders and colleagues.
You can create as many decks and dashboards as you wish. We will look at both of these types of containers, how to create them, and how to save analyses to them.
How to save to a deck or a dashboard
In the upper right corner, click the tray open/close button (next to Save), which opens the deck/dashboard tray. The name of the current container is shown in the dropdown at the top of the tray, as well as an icon to indicate whether it is a deck or a dashboard. You can switch between different containers by opening the dropdown menu and choosing an alternative from the “Switch to” flyout.
Anytime you click Save, it saves the currently displayed visualization (including whatever filter or weight is applied) to the current container in the tray — whether it's a deck or a dashboard. Each saved analysis is its own slide. (A slide corresponds to one slide in a PowerPoint report and/or one tile on a dashboard).
The newly saved analysis is appended to the end of a deck or to the end of whatever is the currently open tab-folder in a dashboard. You can reorder the slides in your deck with drag-and-drop. Similarly, you can move slides from one tab-folder to another.
The different icons in the deck indicate whether it is a table or a particular type of chart.
Making additional decks and dashboards
You can make as many decks and dashboards as you want to store additional analyses. The “New deck…” and “New dashboard…” options can be found in the tray’s dropdown menu. If your dataset has multiple dashboards then your users will be able to navigate between them. Dashboards are, by definition, available to all dataset users, whereas decks can either be public (shared) or private (just for you).
Analyses can also be added to a dashboard via Crunch Automation scripts. You can read all about that here.
- To change sharing properties of a deck, go to the share button at the bottom of the tray.
- At the bottom of the tray are buttons to change the name or export a deck or dashboard (to PPTX or XLSX). Dashboards have additional buttons to quickly jump to view the current dashboard and to create a new tab-folder.
- Deleting decks and dashboards is done via the tray’s dropdown menu.