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Organization Graph Groups
Organization Graph Groups

Manage Organization Graph Groups via Settings

Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over 4 months ago

In this help doc

See also


How to Create an Organization Graph Group

  1. Go to Settings

  2. Expand your Organization

  3. Choose Graph Groups

  4. Click on New Graph Group

  5. Name the Graph Group

  6. Click Add Graphs

  7. You can choose between Graphs and Graph Groups

  8. In this example, we will add individual graphs.

  9. Click Add Graphs

  10. Use the hamburgers to reorder

  11. Adjust the desired graphs settings, this will change how the graphs are displayed for this group. These settings will not affect the default graph display.

  12. Click Create Graph Group to save


How to Add Graphs to Organization Graph Groups

  1. Click Settings

  2. Expand your Organization

  3. Click Graph Groups

  4. Click on Edit Graph Group

  5. Click Add Graphs

  6. You can choose between Graphs and Graph Groups

  7. In this example, we will add individual graphs.

  8. Click Add Graphs

  9. The graphs will appear in the group. Click Update Graph Group.


How to Remove Graphs from Organization Graph Groups

  1. Go to Settings

  2. Expand your Organization

  3. Choose Graph Groups

  4. Click on Edit Graph Group

  5. Click on X to remove the graph

  6. Click Update Graph Group to save


Import Graph Groups

  1. Go to Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Choose Graph Groups

  5. Click Import CSV

  6. Download Sample CSV file and populate it with the needed values

  7. Choose File you want to import

  8. Enter Email address to receive the import results

  9. Click Import Graph Groups


Convert Graph Group to a View

  1. Go to Settings

  2. Expand your Organization

  3. Expand Graphs

  4. Choose Graph Groups

  5. Click Convert to View on the desired graph group

  6. To see the created View, click Go to View.

  7. The View will be selected and all graphs belonging to that View will be displayed

    NOTE: This View will not update automatically if you add or remove graphs from the graph group

  8. If you want to open this View in future, click the drop-down menu.

  9. Click Sales. For more info on Graph Views, see Using Views in Graphs.


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