Create a Collection
Before starting a collection, you need to have a destination on Rollstack that has at least one visualization, and the destination must have been updated at least once in the past.
In order 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 main 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 configuration. When you're ready, click Create collection
The variants creation will start.
You can also choose to create a collection based on two main filters. This means that each collection variant will be defined by the combination of the first filter value and the second filter value.
You will then will be showed a UI where you can define all the variants you want to create based on these 2 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.
Each presentation in Google Slides or PowerPoint has a theme, which is a set of colors controlling all the text, borders, and background colors of your presentation.
If the collection template is a presentation, you can also customize the theme of each variant to match your customers' brand, 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 2 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.
