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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 10 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  User Defined (Derived / Net) Variables.
  • Define the  Project Weight Field.
  • Enable / Disable  Charts in a Project.
  • Manage Dashboards in the Project.
  • View and Edit the 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  ProjectsTab.
  • Click the  Edit button for the Project you wish to edit, on the Projects table.


Renaming the  Groups

By default the groups are named "Group 1" to "Group 10". 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

Variables can be assigned to be a Filter, Subset, in a Group, and have the label's modified after upload to tabx.

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. Therefor, to remove a variable from use within a project, change it's assigned group to "No Group". Numeric type variables (i.e. none categorical) cannot be assigned to a group, and therefor the drop down box for it's 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 Dashbaords 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. 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
    • Define the  Project Weight Field.
    • Enable / Disable  Charts in a Project.
    • Manage any Appends to this Project's data.
    • View the Import Information for this Project (List of ignored variables etc).

See Also

Using Brands in tabx
Multi type Variables in Tabx
User Defined (Derived or Net) Variables in Tabx

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