Saving and Sharing

Probably offers robust features for saving your work, collaborating with team members, and sharing your insights. This guide will walk you through the various options for saving, exporting, and sharing your analyses.

Saving Your Work

Saving Projects

1. Click on the "File" menu in the top left corner.
2. Select "Save Project" or use the keyboard shortcut (Ctrl+S / Cmd+S).
3. Choose a name and location for your project file (.prob extension).
4. This saves your entire workspace, including data connections, plots, and filters.

Autosave

1. Go to "Settings" > "Preferences".
2. Enable "Autosave" and set your preferred autosave interval.
3. Probably will automatically save your work at the specified intervals.

Exporting Results

Exporting Plots

1. Right-click on any plot in your workspace.
2. Select "Export" from the context menu.
3. Choose your preferred format:
   • PNG or JPEG for images
   • SVG for scalable vector graphics
   • HTML for interactive plots

Exporting Data

1. Click on the "Export" button in the main toolbar.
2. Select "Export Data" from the dropdown menu.
3. Choose your export format (CSV, Excel, JSON, etc.).
4. Select whether to export the full dataset or only the currently filtered data.

Exporting Reports

1. Click on "Generate Report" in the main toolbar.
2. Select which plots, tables, and statistical results to include.
3. Choose your report format:
   • PDF for static reports
   • HTML for interactive reports
   • Jupyter Notebook for editable reports

Sharing and Collaboration

Sharing Projects

1. Click on "File" > "Share Project".
2. Choose between:
   • Sending a .prob file directly
   • Generating a shareable link (if cloud storage is enabled)
3. Set permissions (view-only or edit) for your collaborators.

Real-time Collaboration

If your organization has enabled real-time collaboration:

1. Click on the "Collaborate" button in the main toolbar.
2. Invite team members by email or username.
3. Use the built-in chat and commenting features to discuss your analysis.

Publishing Dashboards

1. Once you've created a set of insightful plots and analyses, click on "Publish Dashboard".
2. Select which elements to include in your dashboard.
3. Choose between:
   • Internal publishing (within your organization)
   • Public publishing (generates a public URL)
4. Set refresh intervals if you want the dashboard to update with new data automatically.

Version Control

Creating Versions

1. Click on "File" > "Create Version".
2. Add a description of your changes.
3. This creates a snapshot of your current project state.

Viewing and Restoring Versions

1. Go to "File" > "Version History".
2. Browse through previous versions of your project.
3. Click "Restore" on any version to revert to that state.

Integrations

Exporting to Other Tools

Probably integrates with various data science and business intelligence tools:

1. Go to "Export" > "Send to...".
2. Choose from integrations like:
   • Tableau
   • Power BI
   • Jupyter Notebooks
   • Github (for version-controlled notebooks)

API Access

For programmatic access to your Probably projects and data:

1. Go to "Settings" > "API Access".
2. Generate an API key.
3. Use this key with Probably's RESTful API to automate exports or integrate with your data pipelines.

Best Practices

1. Use descriptive names for your projects and versions to easily track your work.
2. Regularly export your data and results for backup purposes.
3. When sharing, consider what level of access is3. When sharing, consider what level of access is appropriate for your audience. Use view-only permissions for final results and edit permissions for collaborative analysis.
4. Leverage version control to track major changes in your analysis, making it easy to revert if needed.
5. When publishing dashboards, include clear descriptions and context to ensure your insights are properly understood by all viewers.
6. Use the commenting feature to annotate specific parts of your analysis, making it easier for collaborators to understand your thought process.
7. Regularly clean up old versions and unused projects to maintain an organized workspace.

Security Considerations

1. Data Privacy:

   • Be mindful of data sensitivity when sharing projects or publishing dashboards.
   • Use Probably's data masking features to hide sensitive information when necessary.

2. Access Control:

   • Regularly review and update access permissions for shared projects.
   • Revoke access for team members who no longer need it.

3. Secure Sharing:

   • When sharing via email, consider using encrypted file attachments for sensitive projects.
   • Use secure, organization-approved channels for sharing shareable links.

Troubleshooting

1. If you're having trouble saving:

   • Check your available disk space.
   • Ensure you have the necessary write permissions in the save location.

2. If collaborators can't access shared projects:

   • Verify that they have the correct permissions set.
   • Check if there are any network restrictions preventing access.

3. For issues with real-time collaboration:

   • Ensure all participants have a stable internet connection.
   • Try having all users clear their browser cache and reload the project.

Conclusion

Mastering Probably's saving and sharing features allows you to seamlessly integrate your data analysis workflow with your broader organizational processes. By effectively utilizing these tools, you can ensure that your insights are preserved, your collaboration is efficient, and your results are easily disseminated to stakeholders.

Remember, the goal of data analysis is not just to uncover insights, but to communicate them effectively and drive decision-making. Probably's robust saving and sharing capabilities are designed to help you do just that, bridging the gap between analysis and action.

As you become more familiar with these features, you'll find that they not only save you time but also enhance the impact of your data analysis work across your organization.