In this help doc
Graphs View Functions
Graphs Menu Options
Edit Graph
Open Graphs
Applying Filters
Graph View has 3 filters that can be applied to all visible graphs:
First Open Graphs, then
Frequency - Adjust the frequency to Daily, Weekly, Monthly, etc.
Periods - Adjust the number of values displayed on the graphs
Start or End Date - Adjust the Start or End Date to load more data for each graph
Click Apply to apply filters to all graphs loaded on the page
See also
New Graph
The Graph Settings options include:
Create a New Graph
Click Graphs
Click New Graph
Basic Settings
Choose the desired Organization. This option is enabled if you have more than one Organization.
Type the Name of the graph
You can add a Description for the graph. See Adding Graph Description.
You can select the default Graph Type - Daily, Weekly, Monthly, Quarterly, Yearly, Comparison, Calculated or Concatenated
Select View Frequency - Daily, Weekly, Monthly, Quarterly or Yearly
Hide Graph in menu will not display the graph in the Search menu. See TIPS & TRICKS: The Hidden Graph Feature.
You can add the graph in Graph Groups
Entries
Missing Entries deals with missing values. It can either show the gap, show a value of zero or hide the missing value. See TIPS & TRICKS: Gaps in Graphs, Missing Values and Current Week of Zero for more info.
Show line for incomplete period will show a line even though the period has not ended. For example, if it's a weekly graph, the line will be visible for the present week even though the week has not ended.
Days to collect data is useful when daily graphs are used. It will collect data on all or specific days. There are two options: Organization's default data collection days and Custom data collection days.
NOTE: When Organization's default data collection days option is selected, it will use the global setting for Data collection days. See step 6 in Editing Graph Settings for more info.
When Custom data collection days option is selected, you can select the desired days. For example, if Saturday and Sunday are excluded, they won't appear on the graph. See image above.Allowed overdue days refers to the number of days that a value can be left blank before it is considered overdue.
Values
You can Invert Graph. This means the lower values are better. See TIPS & TRICKS: Inverted or Upside Down Graphs for more info.
You can show or hide values on a graph
Show incomplete values indicator displays an asterisk if a graph has a missing value
Show average line displays a line which calculates the average of all values. See Always Show The Average Line for more info.
Show cumulative line displays the cumulative total of a graph
How should values be aggregated determines how values are displayed at lower frequencies. For example, it can display all values in the period, the average of all values, the minimum / maximum value within the period, the first or last reported value of the period. See TIPS & TRICKS: Average or Sum? for more info.
You can add Decimal Places for the values
You can set a Minimum / Maximum Value for the graph. If there is a value outside of this scope, the scope will be ignored.
Restrict chart to minimum and maximum values means that if there is a value outside of the scope, it will not be visible on the graph.
Viability Value is the minimum value that is needed for the business to survive and to continue to expand. This will add a horizontal dashed line on the graph, representing your target value. See Using the Viability Line for more info.
You can use a Unit Symbol, if needed.
Quotas
You can add a Quota and Quota line color. A Quota is the daily or weekly amount you need to meet in order to achieve the target. See TIPS & TRICKS: Quotas & Targets for more info.
Targets
You can specify Targets and Target line color. A target is what you want to achieve by a certain date. For example, $200,000 in sales by the end of the month.
Custom Attributes
Custom Attributes - This is primarily a way to add additional metadata to a graph. For example, you might have your own internal ID number for each graph. You can add a custom attribute named "Internal ID" and give it a value. Then any time in the future you can go back to the Custom Attributes section to see what it's set to. This is often implemented when using our API v4. If you have no custom attributes, leave this blank. If you have not created any Custom Attributes, see Custom Attribute Fields.
Calculated Graph Settings
This setting is available on a calculated graph only:
For more info, see Example - Create a Calculated Graph.
Comparison Graph Settings
This setting is available on a comparison graph only:
For more info, see Example - Create a Comparison Graph.
Concatenated Graph Settings
This setting is available on a concatenated graph only:
For more info, see Example - Create a Concatenated Graph.
Permissions
To assign the graph to a position, select Position.
Select the desired position
NOTE: If a member is moved to a different position or removed from the Organization, all of the member's graphs will remain assigned to the position and there is no need to reassign the graphs to the new member.If you do not have a Team Chart at the moment, you can assign graphs to the members. Select Member, then select the desired member.
NOTE: If the member is moved to a different position or removed from the Organization, all of the member's graphs will need to be reassigned to another member.
Select the graph permissions you would like to assign to the member or position
Permissions lets you assign group permissions aside from the permissions that the member has. This is useful if other members need to have access to the graph.
Create Graph
Example - Create a Calculated Graph
Calculated graphs consist of two or more graphs used together with any mathematical formula, such as addition, subtraction, division or multiplication.
The graphs used in the calculation are called "Child Graphs" and the Calculated Graph is called the "Parent Graph."
Calculated graph values are automatically updated whenever the child graphs values are changed.
Here are some examples:
Add individual sales results for a Total Sales graph
Total Income minus Refunds for Actual Income graph
Total Sales divided by number of customers for an Average Sales Value graph
Total Sales over the past 6 weeks, divided by 6 for a 6-Week Rolling Average graph.
In this example, we'll add the stats of the 3 members of the Sales Team A together to create a total for the team.
Click Graphs
Click on New Graph
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Calculated from the drop-down menu
Select the proper symbol
NOTE: These are the basic settings for a calculated graph. For more info on all graph settings, see all steps in New Graph.
Click in the Search menu and type the member or graph name
Click on the graph
Click Add Graph. Repeat steps 7 - 9 for all graphs needed.
Scroll to the bottom of the page to find the Calculated graph settings and click on the first graph labelled "G1". This will place "G1" inside the Formula box.
NOTE: "G1" means "Graph 1". You can also type directly inside the Formula box.
Click on the "+" symbol (or any of the functions depending on your formula). This will add "+" inside the Formula box.
Click on the next graph labelled "G2". This will place "G2" inside the Formula box.
Repeat the process above or simply type in the entire formula for the remaining graphs. Make sure "Formula is valid" appears under the Formula box.
Click Create Graph
Note: Once you've created a calculated graph, you can use that new graph to create another calculated graph.
For example: Above we created Sales Team A graph, let's assume we also created a Sales Team B. We could add both Team A and B graphs together to create Total Sales.
Example - Create a Comparison Graph
If you want to compare multiple graph values, use the comparison graph feature:
Click Graphs
Click on New Graph
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Comparison from the drop-down menu.
NOTE: These are the basic settings for a comparison graph. For more info on all graph settings, see all steps in New Graph.
Scroll all the way down to the Comparison Graph Settings section. Click in the Search menu and type the member or graph name.
Click on the graph
Click Add Graph. Repeat steps 6 - 8 for all graphs needed.
You can change the color of the line on the graph
Click Create Graph
The comparison graph will look like the above image
See also:
Example - Create a Year-To-Year Comparison Graph
If you want to do year-to-year comparison between values on the same graph:
Click Graphs
Click on New Graph
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Comparison from the drop-down menu.
NOTE: These are the basic settings for a comparison graph. For more info on all graph settings, see all steps in New Graph.
Scroll all the way down to the Comparison Graph Settings section. Click in the Search menu and type the member or graph name.
Click on the graph
Click Add Graph. Repeat steps 6 - 8 to add the same graph again.
Click Edit Sub Graph on both graphs
You can change the color of the line on both sub-graphs
Enter the name of the sub-graphs so you can easily differentiate them
If this is the sub-graph for current year, select "0" months
Select "12" months on the other sub-graph
NOTE: For more info on the offset feature, see How Offset Works in Calculated & Comparison Graphs
Click Create Graph
The year-to-year comparison graph will look like the above image
Example - Create a Concatenated Graph
Click Graphs
Click on New Graph
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Concatenated from the drop-down menu.
NOTE: These are the basic settings for a concatenated graph. For more info on all graph settings, see all steps in New Graph.
Select the proper symbol
Scroll all the way down to the Concatenated Graph Settings section. Click in the Search menu and type the member or graph name.
Click on the graph
Click Add Graph. Repeat steps 7 - 9 for all graphs needed.
Select the current graph the member is using. Current means the active graph being used to track Bob's results.
To assign the graph to a member, select the desired Responsible Member.
NOTE: If the member is moved to a different position or removed from the Organization, all of the member's graphs will need to be reassigned to another member.
To assign the graph to a position, select the desired Responsible Position.
NOTE: If a member is moved to a different position or removed from the Organization, all of the member's graphs will remain assigned to the position and there is no need to reassign the graphs to the new member.
Select the graph permissions you would like to assign to the member or position
Permissions lets you assign group permissions aside from the permissions that the member has. This is useful if other members need to have access to the graph.
Click Create Graph
The concatenated graph will look like the above image. The 3rd graph is the concatenated graph from the other two graphs.
See also:
Example - Create a Rolling graph
Let’s say you wanted to know the total income from the last 12 months.
This is what we call a rolling statistic. Every week or month it will automatically update to include only the last 12 months.
Click Graphs
Click on New Graph
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Calculated from the drop-down menu.
NOTE: These are the basic settings for a comparison graph. For more info on all graph settings, see all steps in New Graph.
Scroll all the way down to the Calculated Graph Settings section. Click in the Search menu and type the member or graph name.
Click on the graph
Click Add Graph. Repeat steps 6 - 8 to add the same graph 11 times.
Click Edit Sub Graph on each graph
Use the offset feature to add up past values. Start with 0 months and end with 11 months. 0 months refers to the present month.
Type all sub-graphs in the formula field
Click Create Graph
The graph will look like the above image
To make this a quarterly rolling accumulation graph, add 12 weeks to the formula.
The sky’s the limit because MetaPulse can perform any type of mathematical calculation you want.
Example - Create an Automatic graph
The Automatic graph will automatically calculate and display the values based on the following criteria:
Number of Team Members
Click Graphs
Click on New Graph or Create Graph. If you are using the Classic View, the button will be in the middle of the page. If you are using the new Graphs View, the button will be in the top-right corner of the screen.
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Automatic from the drop-down menu
Select Number of Team Members for Automatic Type
To assign the graph to a member, select the desired Responsible Member.
NOTE: If the member is moved to a different position or removed from the Organization, all of the member's graphs will need to be reassigned to another member.
To assign the graph to a position, select the desired Responsible Position.
NOTE: If a member is moved to a different position or removed from the Organization, all of the member's graphs will remain assigned to the position and there is no need to reassign the graphs to the new member.
Select the graph permissions you would like to assign to the member or position
Permissions lets you assign group permissions aside from the permissions that the member has. This is useful if other members need to have access to the graph.
Click Create Graph
The Automatic graph will be displayed. It will show only 1 value, which is the current number of team members.
With each passing day, the graph will be automatically updated based on the total number of members in MetaPulse.
Number of Team Members with Graphs Trending Up
Click Graphs
Click on New Graph or Create Graph. If you are using the Classic View, the button will be in the middle of the page. If you are using the new Graphs View, the button will be in the top-right corner of the screen.
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Automatic from the drop-down menu
Select Number of Team Members with Graphs Trending Up for Automatic Type
To assign the graph to a member, select the desired Responsible Member.
NOTE: If the member is moved to a different position or removed from the Organization, all of the member's graphs will need to be reassigned to another member.
To assign the graph to a position, select the desired Responsible Position.
NOTE: If a member is moved to a different position or removed from the Organization, all of the member's graphs will remain assigned to the position and there is no need to reassign the graphs to the new member.
Select the graph permissions you would like to assign to the member or position
Permissions lets you assign group permissions aside from the permissions that the member has. This is useful if other members need to have access to the graph.
Click Create Graph
The Automatic graph will be displayed. It will show only 1 value, which is the current number of team members with graphs trending up.
With each passing day, the graph will be automatically updated based on the total number of up-trending graphs.
Number of Knowledge Items
Click Graphs
Click on New Graph or Create Graph. If you are using the Classic View, the button will be in the middle of the page. If you are using the new Graphs View, the button will be in the top-right corner of the screen.
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Automatic from the drop-down menu
Select Number of Knowledge Items for Automatic Type
To assign the graph to a member, select the desired Responsible Member.
NOTE: If the member is moved to a different position or removed from the Organization, all of the member's graphs will need to be reassigned to another member.
To assign the graph to a position, select the desired Responsible Position.
NOTE: If a member is moved to a different position or removed from the Organization, all of the member's graphs will remain assigned to the position and there is no need to reassign the graphs to the new member.
Select the graph permissions you would like to assign to the member or position
Permissions lets you assign group permissions aside from the permissions that the member has. This is useful if other members need to have access to the graph.
Click Create Graph
The Automatic graph will be displayed. It will show only 1 value, which is the current number of Knowledge items.
With each passing day, the graph will be automatically updated based on the total number of Knowledge items.
Number of Knowledge Item Completions
Click Graphs
Click on New Graph or Create Graph. If you are using the Classic View, the button will be in the middle of the page. If you are using the new Graphs View, the button will be in the top-right corner of the screen.
Choose Organization. This is is applicable if you have more than one Organization.
Enter graph Name
Choose Automatic from the drop-down menu
Select Number of Knowledge Item Completions for Automatic Type
To assign the graph to a member, select the desired Responsible Member.
NOTE: If the member is moved to a different position or removed from the Organization, all of the member's graphs will need to be reassigned to another member.
To assign the graph to a position, select the desired Responsible Position.
NOTE: If a member is moved to a different position or removed from the Organization, all of the member's graphs will remain assigned to the position and there is no need to reassign the graphs to the new member.
Select the graph permissions you would like to assign to the member or position
Permissions lets you assign group permissions aside from the permissions that the member has. This is useful if other members need to have access to the graph.
Click Create Graph
The Automatic graph will be displayed. It will show only 1 value, which is the current number of Knowledge item completions.
With each passing day, the graph will be automatically updated based on the total number of Knowledge item completions.
First Open Graphs, then
Click Print
Choose Portrait or Landscape
Select Letter or A4 size
Choose how many graphs per page (1 or 4)
Select the order of graphs (As displayed or by name)
Show values when printing or hide them
Choose how you want to have the values displayed (on the graph or along the bottom of the graph)
Click Print
Click Print again. A Print pop-up window will open to select a printer.
Resize All
To resize all visible graphs, click Resize All and choose how the graphs should appear:
Close All
To close all visible graphs:
Make Graph Group
There are 2 ways of creating a personal graph group via the Graphs view:
See also
Method 1 - No Graphs Selected
Click Graphs
Click on Make Graph Group
Enter a name for the new Graph Group
Click anywhere on the Search Bar to open
Choose the graphs you want to add to a graph group
Click Add to Graph Group
Click Create Graph Group
Method 2 - Preloaded Graphs
Click Graphs
Click anywhere on the Search Bar to open
Choose the graphs you want to add to a graph group
Click Open Graphs
Click Make Graph Group
Enter a name for the new Graph Group
Click Create Graph Group
Sort A-Z
To sort all visible graphs in alphabetical order:
View
To show / hide graph values or trends on all visible graphs, click View and choose the desired setting:
Share Link
Easily share current visible graphs with other members:
Click Share Link
Click on Click to Copy... to copy the link
Smaller Graphs Size
To make a graph smaller in size, click on this arrow:
Larger Graph Size
To make a graph larger in size, click on this arrow:
Close Graph
To close a specific graph, click on the X:
Verify Trend
See Verify Trend
Flag Trend
See Flag a Trend
Frequency/Range
Frequency is the timeframe setting of a graph. It can be daily, weekly, monthly or quarterly.
To change the Frequency/Range:
First Open Graphs, then
Click on the 3-dot menu
Click Frequency/Range
Change the frequency, if needed.
Click Apply
Graph Info
Graph Info provides info such as Graph ID, when the graph was created and updated, who updated it, etc.
First Open Graphs, then
Click on the 3-dot menu
Click Graph Info
Parents / Children
Parents / Children is used with Calculated Graphs or Comparison Graphs, when data is pulled from other graphs.
First Open Graphs, then
Click on the 3-dot menu
Click Parents / Children
It will list all graphs included in the calculation
NOTE: You can also open these graphs separately by clicking on the Open Children button in the upper right corner.
Add Value
Add Value option allows you to add a single value on a graph.
First Open Graphs, then to add a value, see Adding a Single Value to a Graph.
Values & Notes
Value & Notes option allows you to add multiple values and notes on a graph.
First Open Graphs, then to add values, see Adding Multiple Values and Notes to a Graph.
Print allows you to print the graph.
First Open Graphs, then
Click on the 3-dot menu
Click Print
If needed, change the desired settings and click Print.
Click Print again
Save Image...
You can save the graph as an image.
First Open Graphs, then
Click on the 3-dot menu
Click Save Image...
Click Download to save it as an image. Also, you can Copy to Clipboard and paste it into your application of choice.
Export CSV
Export CSV will export the graph in CSV format. This is useful if you want to import the same graph into another Organization or to create a backup of your graph prior to making critical changes to it.
First Open Graphs, then
Click on the 3-dot menu
Click Export CSV
You will receive an email with a download link
Edit Graph
Edit Graph allows you to edit additional graph settings than those listed here.
First Open Graphs, then
Click on the 3-dot menu
Click Edit Graph. For more info on each setting, see New Graph.
Manage Quotas / Targets
Manage Quotas / Targets allows you to create Quotas and Targets on a graph.
First Open Graphs, then
Click on the 3-dot menu
Click Manage Quotas / Targets. For more info, see TIPS & TRICKS: Quotas & Targets.
Custom Attributes
Custom Attributes allows you to to add additional metadata to a graph.
First Open Graphs, then
Click on the 3-dot menu
Click Custom Attributes. For more info, see step 24 in Create a New Graph.
Add to Dashboard
Click on the 3-dot menu
Click Add to Dashboard
NOTE: If the graph is already added to the Dashboard, a Remove from Dashboard option will be displayed.
Show Average Line
Show Average Line displays a line which calculates the average of all values.
First Open Graphs, then
Click on the 3-dot menu
Click Show Average Line. For more info, see Always Show The Average Line.
Show Cumulative Line
Show Cumulative Line displays the cumulative total of a graph.
First Open Graphs, then
Click on the 3-dot menu
Click Show Cumulative Line.
Show Monthly Quotas
Show Monthly Quotas option is only visible if you are using Quotas. This will take all your quotas in the month and display them as a cumulative line.
First Open Graphs, then
Click on the 3-dot menu
Click Show Monthly Quotas.
The quota is represented with a purple dotted line. The green line is the cumulative line, which gives you a better picture of whether you are falling behind or have reached your quota.
Hide Values on Graph
To hide graph values on a graph:
First Open Graphs, then
Click on the 3-dot menu
Choose Hide Values on Graph
NOTE: The same option shows the values.
The graph will look like the above image
Hide Trend
To hide the trend on a graph:
First Open Graphs, then
Click on the 3-dot menu
Choose Hide Trend
NOTE: The same option shows the trend.
The graph will look like the above image
Reload Graph
After each graph update, we recommend reloading the graph for the changes to take place:
Click on the 3 dots menu
Click Reload Graph
NOTE: If you doing a mass update on multiple graphs, you can refresh the web page to reload all graphs at once.