Updating a Dashboard

From Q
Jump to: navigation, search

Contents

Updating Data

Manually

  1. Obtain new data, where the new data has the same file format and structure as that used to create the initial Q project. For example, if the project was created using a .sav data file, then the revised data file also needs to be a .sav data file, where the variable names and other metadata are consistent with the original data file. Where you wish to retain the existing data and add new data as well, you need to obtain a cumulative data file.
  2. Download the most recent version of the dashboard:
    • Log into the dashboard.
    • Press Webq gear icon.PNG > YOUR_DASHBOARD_NAME > Settings.
    • Press Download for the most recently modified file in Versions, for example:
      Webq latest dashboard version.png
  3. Open the downloaded QPack in Q.
  4. Select File > Import Updated Data File (see Updating Projects with New or Revised Data).
  5. Select File > Share > Online Dashboard and follow the instructions.
  6. Once you are editing the dashboard again in web-Q, click the Re-publish link:
    Webq republish view links.png
  7. Click the View link. The dashboard that your clients see should now reflect your latest data.

Automatic updating using SQL

When using SQL Data, the frequency with which dashboards update is determined using the Automatically refresh every setting (see SQL Data).

Automatic updating using R

See Automatically Updating R DataSets, Variables, and Outputs.

By API

An API is available for automatically updating dashboards (see https://www.web-q.com/API).

Modifying layout and appearance

If the desired modifications need to be performed in Q:

  1. Download the most recent version of the dashboard (see above).
  2. Modify the project as you wish (see Dashboard Setup 1: Using Q).
  3. Select File > Share > Online Dashboard and follow the instructions.
  4. Modify the layout as required (see Dashboard Setup 2: Using Web-Q).
Personal tools
Namespaces

Variants
Actions
Navigation
Categories
Toolbox