Start a Collection
The foundational file from which all variations, or "variants," are created. This template serves as the primary source for generating duplicate files tailored to specific needs.
Each variant is a derived file that has been customized based on a specific filter value. These variants act as individualized destinations for the filtered data.
This is the chosen filter from your data source designed to segment data into distinct values. Each of these values is then assigned to a variant, ensuring each variant reflects unique data criteria.
Collections example use case
You're an account manager for a B2B software company serving customers like BMW, Tesla, Nissan, and Renault in the automotive industry. Your goal is to provide each client with weekly updates tailored to their specific data. By leveraging the Customer filter in your dashboards, you can create different variants for each customer (BMW, Tesla, Nissan, Renault, etc.) in Rollstack.
Using collections allows you to quickly create customized and data-driven presentations or documents for all of your customers.
Before starting a collection, you need to have a destination on Rollstack that has the following requirements:
- All visualizations are connected and successfully updated
- The destination is correctly formatted
Once you start a collection, Rollstack will:
- Duplicate the destination into a standalone template (1)
- Generate variants based on the same standalone template by duplicating files for every variant
You can start by following these steps:
Click on the destination context menu
Select Start a collection
Select the dashboard that contains the target filter
Select your filter
Select all variant values
Now you can create the collection
Variants will be created one by one.
For each variant, Rollstack will try to apply the filter value to all visualizations
For every visualization, Rollstack will:
- Identify the parent dashboard
- Check if the dashboard has any matching filter by comparing the name field
- If there is a matching filter Rollstack will apply the filter
Once the variants generation is finished, you can check which visualization has the filter value applied by opening the destination/variant details on Rollstack.