Graphs

Learn how to use Graphs view

Oliver Zdravkovski avatar
Written by Oliver Zdravkovski
Updated over a week ago

In this help doc

Graphs View Functions

Graphs Menu Options


Open Graphs


Applying Filters

Graph View has 3 filters that can be applied to all visible graphs:

First Open Graphs, then

  1. Frequency - Adjust the frequency to Daily, Weekly, Monthly, etc.

  2. Periods - Adjust the number of values displayed on the graphs

  3. Start or End Date - Adjust the Start or End Date to load more data for each graph

  4. 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

  1. Click Graphs

  2. Click New Graph

Basic Settings

  1. Choose the desired Organization. This option is enabled if you have more than one Organization.

  2. Type the Name of the graph

  3. You can add a Description for the graph. See Adding Graph Description.

  4. You can select the default Graph Type - Daily, Weekly, Monthly, Quarterly, Yearly, Comparison, Calculated or Concatenated

  5. Select View Frequency - Daily, Weekly, Monthly, Quarterly or Yearly

  6. Hide Graph in menu will not display the graph in the Search menu. See TIPS & TRICKS: The Hidden Graph Feature.

  7. You can add the graph in Graph Groups

Entries

  1. 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.

  2. 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.

  3. 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.

  4. Allowed overdue days refers to the number of days that a value can be left blank before it is considered overdue.

Values

  1. You can Invert Graph. This means the lower values are better. See TIPS & TRICKS: Inverted or Upside Down Graphs for more info.

  2. You can show or hide values on a graph

  3. Show incomplete values indicator displays an asterisk if a graph has a missing value

  4. Show average line displays a line which calculates the average of all values. See Always Show The Average Line for more info.

  5. Show cumulative line displays the cumulative total of a graph

  6. 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.

  7. You can add Decimal Places for the values

  8. You can set a Minimum / Maximum Value for the graph. If there is a value outside of this scope, the scope will be ignored.

  9. 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.

  10. 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.

  11. 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:

Comparison Graph Settings

This setting is available on a comparison graph only:

Concatenated Graph Settings

This setting is available on a concatenated graph only:

Permissions

  1. 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.

  2. 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.

  3. Select the graph permissions you would like to assign to the member or position

  4. 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.

  5. 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.

  1. Click Graphs

  2. Click on New Graph

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. Choose Calculated from the drop-down menu

  6. 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.

  7. Click in the Search menu and type the member or graph name

  8. Click on the graph

  9. Click Add Graph. Repeat steps 7 - 9 for all graphs needed.

  10. 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.

  11. Click on the "+" symbol (or any of the functions depending on your formula). This will add "+" inside the Formula box.

  12. Click on the next graph labelled "G2". This will place "G2" inside the Formula box.

  13. 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.

  14. 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:

  1. Click Graphs

  2. Click on New Graph

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. 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.

  6. Scroll all the way down to the Comparison Graph Settings section. Click in the Search menu and type the member or graph name.

  7. Click on the graph

  8. Click Add Graph. Repeat steps 6 - 8 for all graphs needed.

  9. You can change the color of the line on the graph

  10. Click Create Graph

  11. 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:

  1. Click Graphs

  2. Click on New Graph

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. 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.

  6. Scroll all the way down to the Comparison Graph Settings section. Click in the Search menu and type the member or graph name.

  7. Click on the graph

  8. Click Add Graph. Repeat steps 6 - 8 to add the same graph again.

  9. Click Edit Sub Graph on both graphs

  10. You can change the color of the line on both sub-graphs

  11. Enter the name of the sub-graphs so you can easily differentiate them

  12. If this is the sub-graph for current year, select "0" months

  13. Select "12" months on the other sub-graph

    NOTE: For more info on the offset feature, see How Offset Works in Calculated & Comparison Graphs

  14. Click Create Graph

  15. The year-to-year comparison graph will look like the above image


Example - Create a Concatenated Graph

  1. Click Graphs

  2. Click on New Graph

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. 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.

  6. Select the proper symbol

  7. Scroll all the way down to the Concatenated Graph Settings section. Click in the Search menu and type the member or graph name.

  8. Click on the graph

  9. Click Add Graph. Repeat steps 7 - 9 for all graphs needed.

  10. Select the current graph the member is using. Current means the active graph being used to track Bob's results.

  11. 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.

  12. 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.

  13. Select the graph permissions you would like to assign to the member or position

  14. 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.

  15. Click Create Graph

  16. 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.

  1. Click Graphs

  2. Click on New Graph

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. 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.

  6. Scroll all the way down to the Calculated Graph Settings section. Click in the Search menu and type the member or graph name.

  7. Click on the graph

  8. Click Add Graph. Repeat steps 6 - 8 to add the same graph 11 times.

  9. Click Edit Sub Graph on each graph

  10. 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.

  11. Type all sub-graphs in the formula field

  12. Click Create Graph

  13. 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

  1. Click Graphs

  2. 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.

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. Choose Automatic from the drop-down menu

  6. Select Number of Team Members for Automatic Type

  7. 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.

  8. 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.

  9. Select the graph permissions you would like to assign to the member or position

  10. 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.

  11. Click Create Graph

  12. The Automatic graph will be displayed. It will show only 1 value, which is the current number of team members.

  13. 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

  1. Click Graphs

  2. 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.

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. Choose Automatic from the drop-down menu

  6. Select Number of Team Members with Graphs Trending Up for Automatic Type

  7. 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.

  8. 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.

  9. Select the graph permissions you would like to assign to the member or position

  10. 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.

  11. Click Create Graph

  12. The Automatic graph will be displayed. It will show only 1 value, which is the current number of team members with graphs trending up.

  13. With each passing day, the graph will be automatically updated based on the total number of up-trending graphs.

Number of Knowledge Items

  1. Click Graphs

  2. 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.

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. Choose Automatic from the drop-down menu

  6. Select Number of Knowledge Items for Automatic Type

  7. 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.

  8. 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.

  9. Select the graph permissions you would like to assign to the member or position

  10. 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.

  11. Click Create Graph

  12. The Automatic graph will be displayed. It will show only 1 value, which is the current number of Knowledge items.

  13. With each passing day, the graph will be automatically updated based on the total number of Knowledge items.

Number of Knowledge Item Completions

  1. Click Graphs

  2. 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.

  3. Choose Organization. This is is applicable if you have more than one Organization.

  4. Enter graph Name

  5. Choose Automatic from the drop-down menu

  6. Select Number of Knowledge Item Completions for Automatic Type

  7. 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.

  8. 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.

  9. Select the graph permissions you would like to assign to the member or position

  10. 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.

  11. Click Create Graph

  12. The Automatic graph will be displayed. It will show only 1 value, which is the current number of Knowledge item completions.

  13. With each passing day, the graph will be automatically updated based on the total number of Knowledge item completions.


Print

First Open Graphs, then

  1. Click Print

  2. Choose Portrait or Landscape

  3. Select Letter or A4 size

  4. Choose how many graphs per page (1 or 4)

  5. Select the order of graphs (As displayed or by name)

  6. Show values when printing or hide them

  7. Choose how you want to have the values displayed (on the graph or along the bottom of the graph)

  8. Click Print

  9. 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

  1. Click Graphs

  2. Click on Make Graph Group

  3. Enter a name for the new Graph Group

  4. Click anywhere on the Search Bar to open

  5. Choose the graphs you want to add to a graph group

  6. Click Add to Graph Group

  7. Click Create Graph Group

Method 2 - Preloaded Graphs

  1. Click Graphs

  2. Click anywhere on the Search Bar to open

  3. Choose the graphs you want to add to a graph group

  4. Click Open Graphs

  5. Click Make Graph Group

  6. Enter a name for the new Graph Group

  7. 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:

  1. Click Share Link

  2. 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


Flag 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

  1. Click on the 3-dot menu

  2. Click Frequency/Range

  3. Change the frequency, if needed.

  4. 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

  1. Click on the 3-dot menu

  2. 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

  1. Click on the 3-dot menu

  2. Click Parents / Children

  3. 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.


Print

Print allows you to print the graph.

First Open Graphs, then

  1. Click on the 3-dot menu

  2. Click Print

  3. If needed, change the desired settings and click Print.

  4. Click Print again


Save Image...

You can save the graph as an image.

First Open Graphs, then

  1. Click on the 3-dot menu

  2. Click Save Image...

  3. 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

  1. Click on the 3-dot menu

  2. Click Export CSV

  3. 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

  1. Click on the 3-dot menu

  2. 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

  1. Click on the 3-dot menu

  2. 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

  1. Click on the 3-dot menu

  2. Click Custom Attributes. For more info, see step 24 in Create a New Graph.


Add to Dashboard

  1. Click on the 3-dot menu

  2. 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

  1. Click on the 3-dot menu

  2. 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

  1. Click on the 3-dot menu

  2. 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

  1. Click on the 3-dot menu

  2. Click Show Monthly Quotas.

  3. 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

  1. Click on the 3-dot menu

  2. Choose Hide Values on Graph

    NOTE: The same option shows the values.

  3. The graph will look like the above image


Hide Trend

To hide the trend on a graph:

First Open Graphs, then

  1. Click on the 3-dot menu

  2. Choose Hide Trend

    NOTE: The same option shows the trend.

  3. 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:

  1. Click on the 3 dots menu

  2. 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.


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