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Chart gallery: save preset chart templates

Updated at 2022-10-24 16:49:00 UTC

Add charts to the gallery as templates and you can apply the same settings to any chart. 

Chart Gallery panel displaying 12 chart templates including pie charts, bar charts, tables, word clouds, and column charts. Action buttons 'Add this to gallery' and 'Import from...' appear at the bottom for managing chart templates.

Add to the chart gallery

You can create a new chart gallery template by setting the chartType, and chartOptions exactly as you want on any element or group. Once you have everything set the way you like, open the editor panel and press the "Add this to gallery" button.

Edit panel with Chart Gallery section expanded in the left sidebar showing miniature chart template thumbnails. The main canvas displays a pie chart analyzing specialty distribution (Practice Nurse 40%, General Practitioner 60%) and a bar chart showing device attributes with color-coded ratings.

Choose attributes

Once you press "Add this to gallery", Protobi will prompt you to select the attributes you want to include in the chart template. chartType and chartOptions are included by default, and you might also want to choose other attributes like colors and format if you want to apply the same to other charts. 

Modal dialog titled 'Choose attributes' prompting users to select which chart attributes to copy to another element. Three options are checked: 'chartOptions', 'chartType', and 'colors', with 'Cancel' and 'Ok' buttons at the bottom.

Import another project's gallery

If there's another project with chart gallery templates you want to use, you can import the gallery from one project to another. 

Press the "Import from" button:

Chart Gallery panel displaying the collection of chart templates with the 'Import from...' button emphasized, indicating the option to import chart templates from another project.

A dialog will pop up, add the Project ID and press "Ok". 

Modal dialog for importing charts from another Protobi project, showing a text input field with the project ID '60a7ae8f691dcc0003788d99' entered, with options to Cancel or Ok.

Note: the Project ID is the string of numbers and letters in the project URL link.

Browser address bar displaying the full Protobi application URL with a specific dataset ID (5a5fa2dd136a3a0004b461d0), showing where to find the project ID needed for importing chart templates.

Gallery in project settings

Chart gallery templates are also saved in project settings. Press on a chart to see more options. 

Gallery page within Project settings for 'Example Pharma Survey' showing a collection of saved chart templates in a grid layout. The Gallery option is highlighted in the left navigation menu, and various chart types are displayed as thumbnails in the main area.

Enter text and press "Update" to change a chart's name. 

Individual chart details page in the Gallery showing an S1 pie chart template named 'Pie chart' with an update date of 2022-10-24. Multiple export and action buttons are available including View, HTML, Image, Plotly, Embed, Update, and Delete.

Press on the different buttons to copy the chart in a specific formats. 

For example, if you press "Image" you can download or copy the PNG version of the chart. 

A pie chart showing Practice Nurse (38.1%) and General Practitioner (61.9%) with a browser context menu open, highlighting the 'Save Image As...' option for downloading the chart as an image file.

You can even copy the Embed code to integrate charts into other web pages. 

Gallery embed dialog displaying HTML iframe code for embedding the pie chart into external websites or applications. The code snippet shows the dataset ID, chart ID (cS1), and dimensions (400x400 pixels) with a Copy button for easy code copying.