How to create and edit MyProjects
Group live charts into a single project for reporting and presentations.
MyProjects let you bring up to twelve live charts together into one place. They’re ideal for reporting and presentations, since you can share them with colleagues or export them straight into PowerPoint. For background, see 🔗What is MyProjects?
📌Want a quick demo? Click here to jump to the interactive click through guide.
In this article:
Locating MyProjects
Open Interact and select MyProjects. If you’ve created projects before, one will open automatically. Use the central dropdown to switch between different MyProjects.
💡 MyProjects that have been shared with you from your colleagues will appear under SharedProjects.
Creating MyProjects
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In Explore, find the chart you’d like to save and apply the filters you need.
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Click the Activate button in the top-right corner of the chart.
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In the activated view, click Projects from the top-right corner.
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In the New Project field, type a name for your project and click the green Activate button to create it.
- Click Add next to your new project in the MyProjects menu to save the chart to the project.
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To keep adding charts to the same project, just repeat the steps above but skip creating a new project. Select the existing project instead.
Editing and Managing MyProjects
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Rename a project using the pen icon next to the central dropdown menu.
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Remove a chart by hovering over it and clicking the red delete icon.
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Reorder charts by dragging them from three dots in the top-left corner.
- Share your project with colleagues by clicking Share. See more in 🔗How to share a MyProject.
- Export your project as a ready-to-use PowerPoint using the Export option. See more in 🔗How to export saved content from SystemView.
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Delete an entire project by selecting Delete Project.
🖱️Interactive Guide
The interactive guide below shows you how to add charts to a MyProject, edit or reorder them, and export the project to PowerPoint.