Graph Import Fields

Import Fields

Example

Aggregate Method

sum, average, minimum, maximum, first or last

Allowed Overdue Days

e.g. 2

Archived

TRUE or FALSE

Concatenated Sub Graphs

e.g. Number of Clients;Sales

Connect Incomplete Period

TRUE or FALSE

Custom Attributes

e.g. Top seller: TRUE; Item Cost: 300;

For this to work, you need to create the Custom Attribute Field first. See Custom Attribute Fields for more info.

Days to Collect

e.g. Monday;Tuesday;Wednesday;Thursday;Friday

Decimal Places

e.g. 2

Description

e.g. How many clients we reach each month, etc.

Display Size in Groups

small, medium, large, or wide

This only takes effect when adding a graph to a group. If the graph already belongs to a graph group, it won't take effect.

Formula

e.g. G1+G2+G3

e.g. (G1/G2)*100

This is used in Calculated graphs. See Example - Create a Calculated Graph for more info.

Frequency

This is the graph type: Daily, Weekly, Monthly, Quarterly, Yearly, Comparison, Calculated, Concatenated or Automatic

Automatic Type

team_members, team_members_trending_up, knowledge_items or knowledge_attestations

Graph ID

To find the Graph IDs of your graphs, export the "Graphs" report and see the Graph ID column. See Data Export.

Graph Name

e.g. Sales

Groups

e.g. Income;Finance

Hide Graph

TRUE or FALSE

Inverted

TRUE or FALSE
If you want to have the 0 on top instead of the bottom of the graph, you need to set this to TRUE.

Maximum Value

e.g. 15000

Member

This allows you to assign a graph to a member. To do this, you need to enter the member's email address.

Minimum Value

e.g. 0

Missing Entries

hide, zero or gap

Parent Graph

e.g. gra54321

Parent Graph Operator

You can add, subtract, divide or multiple using the following symbols: + - / *

For more information, see Create Calculated Graphs via Graph Import

Permission Level

view, add, edit or admin

Permissions

e.g. Accountants;Marketing Dept

You would need to create the permission first and then you can use its name it this field.

Personal Graph Groups

e.g. Dashboard;Sales

Position ID

You can use the Position ID to assign graphs to a position.
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To find the Position ID of a specific position, export the "Positions" report and see the Position ID column. See Data Export.

Quota Duration

e.g. 1 year

Quota End Date

e.g. 2018-12-31;2019-12-31

Quota Frequency

e.g. Monthly;Monthly

Quota Start Date

e.g. 2018-01-01;2019-01-01

Quota Value

e.g. 50;100

Remove Responsible

TRUE or FALSE

Show as Average

TRUE or FALSE

Show Average Line

TRUE or FALSE

Show Cumulative Line

TRUE or FALSE

Show Incomplete Values Indicator

TRUE or FALSE

Show Values

TRUE or FALSE

Symbol

You can use any symbol: $, £, €, %, etc.

Symbol Position

left or right

Target Duration

e.g. 1 quarter

Target End Date

e.g. 2019-05-01

Target End Value

e.g. 100

Target Frequency

Total, weekly, monthly, quarterly or yearly

Target Start Date

e.g. 2019-01-01

Target Start Value

e.g. 0

Temporary ID

Temporary ID is useful when you need to reference another new graph that is being created in the same CSV import (since it doesn't have a graph ID yet to reference). Set this to any value you want and use it in one of these columns in another row:

Note: The Temporary ID row must come first before referencing it in other graphs.

Here's an example of Temporary ID used:
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Or

For more information, see Create Calculated Graphs via Graph Import

Viability Line

e.g. 2000

View as Frequency

This will allow you to see the graph values on a different frequency.
Depending on the graph type, you can set the View Frequency to daily, weekly, monthly, quarterly or yearly.
e.g. If the graph type is weekly, you can set the View Frequency to weekly, monthly, quarterly or yearly. If it's a monthly graph, you can set it to monthly, quarterly or yearly.

Delete

TRUE. Only use this field to delete graphs in bulk via upload see Mass Delete Graphs via Import.