Edit multiple elements at once

Edit multiple elements quickly by selecting them and applying changes in one go. Users can modify chart type, value formats and other attributes at once instead of making changes from each element's context menu. 

This feature and other features like copy/paste and preset templates in the chart gallery reduce the number of repetitive edits in a project.

How to edit multiple elements

Select the elements you want to edit, then choose the attribute you want to edit from the context menu. You can use the context menu of any selected element. 

In the example below, we change the chart type of Specialty and Q7 to a standard chart. 

1. Select the elements you want to edit

Two Protobi charts side-by-side. Left shows 'Specialty' with donut chart (60% General Practitioner in blue, 40% Practice Nurse in green) under 'Sample overview'. Right shows 'Unaided awareness by S1' with stacked horizontal bar chart displaying 8 attributes (#EASY TO USE, #GOOD, #DOSE INDICATOR, #ECO-FRIENDLY, #NOT EASY, #SIMILAR, #OTHER, #COST EFFECTIVE) compared between General Practitioner (orange) and Practice Nurse (green).

2. Choose the menu item you want to edit. You can do this from the context menu of any selected element.

Protobi interface showing context menu overlay on left panel 'Specialty' with donut chart. Menu displays options: Deselect, 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), Edit JSON (E J). Right panel shows partial view of 'Unaided awareness by S1' stacked bar chart.

3. Once the dialog pops up, you can select the changes you want to make. 

Protobi bulk editing dialog titled 'Edit: multiple elements(cS1_donut, cQ7_coded)' with help icon. Shows expanded 'Chart type' section (E H in orange) displaying 16 chart type icons in 4x4 grid: standard, beta, paired, tornado, column, bar (top row); pie, donut (selected in green), line, cumul, scatter, venn (second row); cloud, sankey, tabs, data (bottom row). 'Properties' section (E M) collapsed above.

Multi-element editor panel

Once you choose an item from the context menu, the consolidated editor panel will pop up in most cases. For some items-- like format, an individual dialog will show but you can still edit format from the editor panel too.

When you select multiple elements to edit, the editor panel is color-coded to show whether the attributes between elements agree or conflict. 

Color-coded legend:

  • Grey = Dialog is not eligible for multi-element editing
  • Blue = Agreeing attributes 
  • Orange = Conflicting attributes  
  • Green = There are unsaved changes

Menus that aren't eligible for multi-element editing

The properties menu cannot be used in multi-element editing mode. There are attributes within the properties like “key” that are unique to each individual element and cannot be shared between elements. 

Another menu that is not available in multi-editing mode is the chart gallery, you can only apply preset chart gallery templates to one element at a time.  

Menus that currently have the same setting for all selected charts are blue

If the menu within the editor panel is blue, the elements you selected are agreeing for that attribute. For example, the selected elements in the screenshot below have the same round by, filter, etc. If you click the triangle you can edit any of these dialogs. 

Menus that are green have unsaved changes

When you make changes to any of the dialogs they will turn green. This indicates that there are unsaved changes and Protobi will not apply the edits to the elements until you press “ok” in the editor panel.

Protobi bulk editing dialog showing collapsed sections menu. Blue header 'Edit: multiple elements(cS1_donut, cQ7_coded)' with help tooltip explaining color coding: Blue=Agreeing attributes, Orange=Conflicting attributes, Green=Unsaved changes. Ten collapsed sections listed: Properties (E M), Chart type (E H, green), Format values (E F, orange), Round by (E B, blue), Colors (E O, orange), Filters (E I, blue), Compact to (E C, blue), Calculate/Transform (E T, blue), Statistics (E S, blue), Edit chartOptions (E P, orange). Cancel and Ok buttons at bottom.