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Using the Interrogate Tool in Tabx

Contents


The  Interrogate tool is used to drill down and create comparisons in a particular dataset. Multiple configurable windows allow a user to construct tables and charts with as few clicks as possible to draw insight from the data they're looking at. 


Opening and Using Windows

  • Within the  Interrogate tool one or more windows (a window being a chart and table pair, or just a table if the project has disabled charts) can be viewed at once. To show or hide given windows, open the sidebar by clicking the  Menu button at the top left of the page, then select which windows you want to see open.
  • Windows can be renamed by clicking the  Edit button next to the title within each window.
  • Windows can be made full-width by clicking the  Expand icon in the top right of each window.

Adding Windows

Up to 5  Interrogate windows can be added to a project by each user of that project. The windows are unique to that user, and the  Interrogate tool. To add a window to the  Interrogate tool:

  • Browse to the  Interrogate tool.
  • Open the sidebar by clicking the  Menu button at the top left of the page.
  • Click  Add WIndow.
  • A new window will be added to the list of available windows for you to open.

Removing Windows

Removing a window is just as easy as adding one. To remove a window from the  Interrogate tool:

  • Browse to the  Interrogate tool.
  • Open the sidebar by clicking the  Menu button at the top left of the page, and make sure the window you would like to remove is open and being viewed.
  • Click the  Settings button at the top right of the window you wish to remove.
  • Browse to the  Settings tab of the  Settings drop down.
  • Click  Remove Chart. WARNING: This operation is permanent.
  • The window will fade out and be removed from your  Interrogate tool.

Embedding Charts

If Charts are enabled within a project, you can construct charts to later embed in a webpage, blog post or forum. To generate an embed code, configure your chart to as needed, then click the  Embed button underneath. Copy and paste the code in the text box into your webpage or blog post to see the chart - fully interactive - be drawn. The embedded charts are taken as instance of the chart generated within the  Interrogate tool. Even if you change the configuration of the chart that was embedded in the  Interrogate tool, the embedded chart will remain the same. This is to ensure embedded charts do not change their information when being used in webpages!


Exports

The Interrogate tool allows you to export single tables and charts. To export anything within the  Interrogate tool:

  • Browse to the  Interrogate tool.
  • Configure a window to construct the table or chart you need.
  • Click either  Export Table to generate an XLSX file, or  Export Chart to export a .PNG file.
  • XLSX Files are created using native Excel formatting. This ensures that merged cells, numbers and percentages are properly represented and ready to use within the export.

Archived Charts

The Interrogate tool allows you to store and archive chart settings for later use in Chart Windows. To archive a chart's settings within the  Interrogate tool:

  • Browse to the Interrogate tool.
  • Click the Settings button at the top right of a window.
  • Configure a window to construct the table or chart you need.
  • Browse to the Options tab.
  • In the Chart Archive section, enter a name for the newly stored chart settings, then press Store.
  • The Store button will update with the text "Stored" on completion.

Chart settings will also be archived when the project is set up to generate an archived chart when exporting to an Excel file. Tabx will check to see if the chart being exported already exists as an archived chart when new Excel files are exported. If found, Tabx will use that archived chart's key instead of generating a new archived  chart. There are no limits on the number of archived charts allowed.

Directly archived charts (stored via the settings dialogue for a given chart by a user) are unique to that user - other users cannot see them. These charts can still be shared to other users within a project by sharing that archived charts key (see below).

Archived Chart Recall

To recall an archived chart:

  • Browse to the Interrogate tool.
  • Click the  Menu button to open the sidebar.
  • In the Archived Charts section, click any green button.
  • Optionally, enter an Archived Chart key in the Chart Recall Key box, and press the Recall button.
  • This will add the stored chart selected as a new window in the working area.

Sharing Archived Chart Keys

Key strings for archived chart settings can be found in 3 places:

  • In the Interrogate tool sidebar in the Archived Charts section
    • Press the  button of any stored chart to copy that key to clipboard.
  • In the Interrogate tool sidebar in the  Exported Chart Keys section.
    • Press the  button of any stored chart to copy that key to clipboard.
  • Within exported table or office chart object Excel files, on the "Key" worksheets.

Keys can be shared and recalled by any user who has access permissions to the project the chart is archived in. If an archived chart is removed from that project, the key ascociated with it will no longer work.

Deleting Stored Charts

To remove a directly archived chart from your user within a project:

  • Browse to the Interrogate tool.
  • Click the  Menu button to open the sidebar.
  • In the Archived Charts section, press any button and confirm to delete this archived chart.
  • Once removed, Archived chart settings cannot be restored.

Remove Exported Archived Charts from within the Edit Project page. See Basic Project Management for more information.


Configuring Charts and Table Windows

Any Chart / Table window can be configured by clicking the  Settings button in the top right of the window. The configuration process can be viewed here.

See Also

Using the Crosstabs Tool in Tabx
Using the Dashboard Tool in Tabx
Chart and Table Configuration in Tabx

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