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Editor Panel

Updated at 2022-09-23 16:25:51 UTC

We just released a new feature that makes editing elements easier. This feature consolidates many of our existing dialogs into one Editor Panel:

Protobi editor panel titled "Edit: S1" with a curved arrow pointing to the chart preview, showing 10 collapsible sections including Properties (E M), Chart type (E H), Compact to (E C), Statistics (E S), Format (E F), Round by (E B), Colors (E O), Filters (E I), Calculate/Transform (E T), and More properties (E P).

You're now able to apply many changes to an element at once, instead of editing one dialog at a time.

The Editor Panel is accessible from every element by pressing on the gear on the right side of the header.

Protobi chart element labeled "S1" showing horizontal bar chart for "What is your specialty (select only one answer)" with General Practitioner at 60.0% and Practice Nurse at 40.0%, total N=100, with chat and settings icons in the top right corner.

The Editor Panel addresses our users' requests to make make editing smoother. One consolidated dialog means less clicking and searching for the right options to apply to charts.

The context menu options link to the Editor Panel

Yes the context menu on each element still exists, but whichever menu item you press will take you to that dialog within our new Editor panel. 

If you want to access any of the old dialogs, use the keyboard shortcuts. 

Most (but not all) dialogs are in the Editor Panel

Not every item in the context menu is available in the Editor panel. The Editor Panel includes dialogs that show and change the current configuration.  Action items like "Select" and special dialogs like "Recode" are still reachable from the context menu and Advanced toolbar button.

Protobi context menu showing options including "Select", "Copy as text/html", "Copy as image", "Chart type..." (E H), "Round by..." (E B), "Statistics..." (E S), "Color..." (E O), "Format..." (E F), "Filters..." (E I), "Recode..." (E R), "Edit properties..." (E M), and "Edit JSON..." (E J), displayed over a stacked bar chart showing specialty percentages with General Practitioner (60%, orange) and Practice Nurse (40%, green).

Additionally, the advanced design actions are not included in the Editor panel. 

Protobi "Advanced design actions" menu listing 11 options with keyboard shortcuts: Hide/unhide (D), Group (G), Dissolve (U), Clone (simple) (E L), Clone (recursive), Change key (E K), Extract common title text (E X), Autogroup (E A), Copy Element(s) (C J), Paste Element(s) (V J), and Paste Special (V P).

Press directly on chart components to edit properties

Another way to get to the more properties dialog is to press on the axises and legend to edit those properties directly. 

Protobi stacked horizontal bar chart titled "RATING by COUNTRY" showing efficiency ratings across 5 countries (USA, UK, FR, ES, IT) with 6 categories from "Don't know" to "Extremely efficient", including annotations pointing to the y-axis and legend for editing properties.

Editor panel dialogs

Press links for detailed tutorials:

Feel free to email support@protobi.com if you have any questions.