Basic Project Management in Tabx
Contents
After a project has been uploaded it can be edited to manage the structure of the Interrogate, Dashboard or Analysis tools. When editing a project, you can:
- Rename any of the 20 variable Groups.
- Re-label any Variable
- Re-label any Answer Category in that Variable
- Assign a Variable to a Group
- Assign a Variable as a Filter.
- Assign a Variable as a Subset.
- Construct Multi type Variables.
- Define Answer Sets to use with Multi type Variables.
- Create Derived Variables.
- Enable / Disable Charts in a Project.
- Manage Dashboards in a Project.
- View and Edit a Project Options.
Editing a Project
- Log in to tabx by browsing to https://www.tabx.online/use/login/ using the License Administration User details or as a User that has been marked as an Editor in your license.
- Browse to the Account page using the navigation at the top of the window.
- Browse to the Projects Tab.
- Click the Edit button for the Project you wish to edit, on the Projects table.
Project Locks
Tabx allows access to the Edit Project tool by potentially many users. To prevent data sync issues, a Project becomes locked whenever a user launches the Edit Project tool.
Project locks follow these rules:
- Only one User may edit a project at one time. On the Account (or Projects) page, a lock symbol will replace the Edit button for a given project if that project becomes locked.
- Once a user has finished using the Edit Project tool and navigates away from it, the project will automatically unlock within 3 minutes for other users to be able to access. On the Account (or Projects) page, this will happen automatically – the Edit button for that project will reappear.
- After 30 minutes of using the Edit Project tool, the user will be asked if they are still working on this project. They then have 10 minutes to respond, before being automatically redirected back to the Account (or Projects) page - in which case the project will automatically unlock. However, if they respond “Yes” (i.e. they are still working on this project) the project will remain locked for a further 30 minutes, and so on. The countdown timer displays how long left until the next prompt in the top right of the Edit Project tool.
Renaming the Groups
By default the groups are named "Group 1" to "Group 20". These groups correspond with the drop down groups seen in the settings dialogue in the Interrogate, Dashboard or Analysis tools. To change these labels:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Groups tab.
- Find the Group you wish to change and type in a new name for that group, overwriting any text currently in that text box.
- Click the Save Groups button. You should see a yellow confirmation box appear at the top of the page confirming the Groups have been saved.
Variables
The Variables tab houses all the meta data about the variables within your project. The left hand pane displays the list of variables within your project - the right hand pane updates to reflect the currently chosen variable. You can search for a specific variable using the "Search for Variables" box above the variables list.
Re-label a Variable
To re-label a Variable:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Variables tab.
- Find and click the Variable you wish to re-label from the list of variables on the left of this tab.
- Once the Variable has loaded on the right hand section of this tab, type in your text changes into the Variable Label text box.
- Click the Save Variable button. You should see this button change to a check mark to indicate the changes have been saved.
Re-label a Variable's Answer Categories
To re-label a Variable's Answer Categories:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Variables tab.
- Find and click the Variable you wish to re-label from the list of variables on the left of this tab.
- Once the Variable has loaded on the right hand section of this tab, type in your text changes into one of this Variable's Answer Category Label text boxes.
- Click the Save Variable button. You should see this button change to a check mark to indicate the changes have been saved.
Assign a Variable to a Group
To assign a Variable to a Group within a project:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Variables tab.
- Find and click the Variable you wish to assign to a Group from the list of variables on the left of this tab.
- Once the Variable has loaded on the right hand section of this tab, select a new group from the drop down.
- You should see the Save Variable button change to a check mark to indicate the changes have been saved.
If a variable is assigned "No Group", then it will not appear within the Interrogate, Dashboard or Analysis tools. Therefore, to remove a variable from use within a project, change its assigned group to "No Group". Numeric type variables (i.e. none categorical) cannot be assigned to a group, and therefore the drop down box for its group will be empty.
Assign a Variable as a Filter
To assign a Variable as a Filter within a project:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Variables tab.
- Find and click the Variable you wish to assign as a Filter from the list of variables on the left of this tab.
- Once the Variable has loaded on the right hand section of this tab, ensure the Filter checkbox is checked.
- Click the Save Variable button. You should see the Save Variable button change to a check mark to indicate the changes have been saved.
Some variables cannot be assigned as a filter as they are Numeric fields. In these cases, the checkbox will be disabled.
Assign a Variable as a Subset
To assign a Variable as a Subset within a project:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Variables tab.
- Find and click the Variable you wish to assign as a Subset from the list of variables on the left of this tab.
- Once the Variable has loaded on the right hand section of this tab, ensure the Subset checkbox is checked.
- Click the Save Variable button. You should see the Save Variable button change to a check mark to indicate the changes have been saved.
Some variables cannot be assigned as a subset as they are Numeric fields. In these cases, the checkbox will be disabled.
Construct Multi Type Variables
Please see Working with Multi Type Variables in tabx
Create User Defined (Derived / Net) Variables
Please see Working with User Defined (Derived or Net) Variables in tabx
Managing Dashboards
Any Dashboards that your Project contains will be listed on the Dashboards tab.
Read Only Dashboard Sharing
Every Dashboard created in Tabx can be shared as a "Read Only" version. To share a Tabx Dashboard:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Dashboards tab.
- Copy the link in the Link column foir the Dashboard you wish to share.
- Distribute this link and the associated Access Key to allow anyone access to a read only version of that Dashboard.
Changing the Project Options
To change any of the below project options:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Options tab, then Project Options inner tab.
- You can now:
- Change the Project Name
- Change the Project Source
- Change the Project Client
- Change the Project Description
- View the Original Filename
- Change the Project Brand
- Enable / Disable Charts in a Project.
- Enable / Disable the auto generation of Archived Charts on project Excel Exports.
- Enable / Disable hiding of tool buttons for users, based on access permissions for a project.
- Manage any Appends to this Project's data.
- View the Import Information for this Project (List of ignored variables and Import Message etc).
- View the Project Information, such as who last edited the project and what that action was.
- (License and Projects Administrators only) Remove the Project. Note this will remove ALL data from Tabx regarding this project, including all Dashboards, Archived Charts, Charts and Tables.
Defining User Access
To define which Users in the Tabx License have access to what projects:
- Browse to the Edit page for the Project you wish to change, as per "Editing a Project" above.
- Browse to the Options tab, then User Access Matrix inner tab.
Note: License Administrators have access to all projects, all the time. Projects Administrators have automatic access to any projects they upload. All other users must be added to each project with a permission level.
For a guide on the different permission levels, please see Managing Users in a Tabx License.
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