Create a collection
Before starting a collection, you need a destination on Rollstack with at least one visualization, which must have been updated at least once.
To create a collection, follow these steps:
Click on the destination three dots menu
Click Create a Collection. You will then be directed to the collection creation page.
Select the dashboard that contains the primary filter(s)
Select your main filter(s). You can select 1 or 2 filters.
Select all variant values you want to create
Once you've selected all the variants you need, click Next
Finally, you will be able to review all your configurations. When you're ready, click Create collection.
The variants creation will start.
You can also choose to create a collection based on two primary filters. Combining the primary and secondary filter values will define each collection variant.
You will then be shown a UI where you can define all the variants you want to create based on these two filters.
You can also choose to create all possible variants, meaning all possible combinations of the selected filters. In this case, Rollstack will automatically determine and create only these variations.
We display the default values for both the primary and secondary filters.
If both filters have linked, you can either:
- Click on the Refresh icon to refresh the secondary filter values associated with a given primary filter
- Or enable the toggle "Filter 1 depends on Filter 2." => This will indicate that both values are dependent, and Rollstack will automatically find the associated secondary values for every row selection.
In this example, both Region and State/Province filters are dependent.
If you enable the toggle, we will automatically find dependencies for every new primary filter value.
Each presentation in Google Slides or PowerPoint has a theme, a set of colors controlling all your presentation's text, borders, and background colors.
If the collection template is a presentation, you can customize the theme of each variant to match your customers' brands, for example.
This setting is not mandatory.
You can define a naming convention for all the variants that will be created. You can choose one of these 3 options:
- Use the name as it appears in the filter
- Add a prefix to the original destination name
- Add a suffix to the original destination name
This setting is not mandatory.
You can define the folder in Microsoft OneDrive or Google Drive where the collection should be created. If no value is set, the collection will be created in your drive's home folder by default.
This setting is not mandatory.
In the configuration review page, you will find a summary of all the template visualizations split into two distinct tables:
- Impacted visualizations: list of all visualizations that will be affected by the main filter value change in each variant.
- Non-impacted visualizations: List of all visualizations that will not be affected.
Rollstack determines if a filter can be applied to your visualizations based on the filter's name in the visualization's parent dashboard.
During the collection creation process, Rollstack will:
- Duplicate the destination into a standalone template.
- Generate variants one by one based on that template by duplicating it for each variant.
- Adapt the visualizations' data to each variant value.
After a few minutes, your collection creation will be complete and:
- All the variants will show up on the collection page
- All the files will be placed in your OneDrive or Google Drive in an organized manner.
