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Using Views in Graphs
Using Views in Graphs

Easily find what you are looking for with Views in Graphs

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

In this help doc

Filters

Graph View Options

Manage Graph Views


Introduction to Graph Views

With Graph Views, you can easily find the graphs you are looking for using any combination of the Filters as shown in the image above.

These Views can be saved and shared with your team, making it easier to collaborate and find the same graphs in the future.


Find Graphs using Keywords Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Keywords

  6. Enter the keyword. Click Enter.

  7. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Keywords filter.

  8. Click the desired option

  9. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Graph, Graph Group, Name, Type, Responsible Member, Team, Created and Updated.

  10. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Graph Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the 3-dot menu

  5. Enter the keyword. Select a single or multiple graphs.

    NOTE: You can also enter the Graph ID to find the desired graph

  6. Click outside of the selection box in the View area for the filter to be applied

  7. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph Group, Name, Type, Responsible Member, Team, Created and Updated.


Find Graphs using Graph Group Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Graph Group

  6. Select a single or multiple types

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Graph Group filter.

  9. Click the desired option

  10. It will display all Graphs based on your selection. It will display all graphs in the same order as they appear in the Graph Group.

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Name, Type, Responsible Member, Team, Created and Updated.

  11. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Name Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Name

  6. Type the exact name of the graph. Click Enter.

  7. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Name filter.

  8. Click the desired option

  9. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Type, Responsible Member, Team, Created and Updated.

  10. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Type Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Type

  6. Select a single or multiple types

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Type filter.

  9. Click the desired option

  10. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Responsible Member, Team, Created and Updated.

  11. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Responsible Member Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Responsible Member

  6. Select a single or multiple members

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Responsible Member filter.

  9. Click the desired option

  10. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Team, Created and Updated.

  11. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Team Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Team

  6. Select a single or multiple Teams

  7. Click outside of the selection box in the View area for the filter to be applied

  8. You can also select a logic in which the items you are searching for contain or do not contain the selection. Click the Team filter.

  9. Click the desired option

  10. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Created and Updated.

  11. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Created Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Created

  6. You can choose one of the available options

  7. If you want to select a specific date, click Calendar and make your selection.

  8. You can also use specific keywords for more options, such as:

    • "day" will display options like Yesterday, Tomorrow, 2 days ago, 3 days from now, etc.

    • "week" will display options like Beginning of this week, End of this week, 2 weeks ago, 3 weeks from now, etc.

    • "month" will display options like Beginning of this month, End of this month, 3 months ago, 2 months from now, etc.

    • "quarter" will display options like Beginning of this quarter, End of this quarter, 3 quarters ago, 2 quarters from now, etc.

    • "year" will display options like Beginning of this year, End of this year, 3 years ago, 2 years from now, etc.

    • "jan 3" or "2023-01-03" will display options like January 3, (present year) and January 3, (next year) or January 3, 2023.

    • "beginning" will display options like Beginning of this week, Beginning of this month, Beginning of this quarter and Beginning of this year.

    • "end" will display options like End of this week, End of this month, End of this quarter and End of this year.

  9. You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Created filter.

  10. Select the desired option

  11. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team and Updated.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Last Updated Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Last Updated

  6. You can choose one of the available options

  7. If you want to select a specific date, click Calendar and make your selection.

  8. You can also use specific keywords for more options, such as:

    • "day" will display options like Yesterday, Tomorrow, 2 days ago, 3 days from now, etc.

    • "week" will display options like Beginning of this week, End of this week, 2 weeks ago, 3 weeks from now, etc.

    • "month" will display options like Beginning of this month, End of this month, 3 months ago, 2 months from now, etc.

    • "quarter" will display options like Beginning of this quarter, End of this quarter, 3 quarters ago, 2 quarters from now, etc.

    • "year" will display options like Beginning of this year, End of this year, 3 years ago, 2 years from now, etc.

    • "jan 3" or "2023-01-03" will display options like January 3, (present year) and January 3, (next year) or January 3, 2023.

    • "beginning" will display options like Beginning of this week, Beginning of this month, Beginning of this quarter and Beginning of this year.

    • "end" will display options like End of this week, End of this month, End of this quarter and End of this year.

  9. You can also select a logic in which the items you are searching for are on, before or after the specified date. Click the Last Updated filter.

  10. Select the desired option

  11. It will display all Graphs based on your selection

    NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team and Created.

  12. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Archived Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Archived

  6. Select True or False

  7. It will display all graphs based on your selection.
    ​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team, Created, Last Updated and Hidden.

  8. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Find Graphs using Hidden Filter

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Hidden

  6. Select True or False

  7. It will display all graphs based on your selection.
    ​NOTE: You can also combine some or all of the other filters together: Keywords, Graph, Graph Group, Name, Type, Responsible Member, Team, Created, Last Updated and Archived.

  8. There is one more filter that can be used: All / Any. The default selection is All. It means that if you combine multiple filters, the graph you are searching for needs to match all of them. The Any filter will return all graphs that belong to each individual filter. Click on All to switch between All / Any.


Add additional graphs to Graph Views with Search bar

  1. While in Graph Views, click the Search bar.

  2. Type the name of the desired graph

  3. Click on the graph

  4. It will add to the graph to Graph Views.

    NOTE: If the graph belongs to a different Organization, it will open it in a new window.


Sort graphs in Views

  1. Click the Sort menu

  2. Select the desired option:

    Manual - This is set by default. With this option, you can drag-n-drop the graphs in the order you want.

    Name - This will order the graphs by their name

    Responsible Member - This will order the graphs by the responsible member's name

    Created - This will order the graphs by the date that they were created

    Updated - This will order the graphs by the date that they were updated

    Customize - You can drag and drop the graphs in the desired order. Click Save when you are done.


Create a Graph in Views

  1. Click Create Graph

  2. Follow the steps in New Graph (from Basic Settings to Permissions)


Change graph frequency in Graph Views

  1. Click the Auto Frequency menu

  2. Adjust the frequency to Daily, Weekly, Monthly, etc.


Choose a date range in Graph Views

  1. Click the Any Date menu

  2. You can select to display all values from This Month, This Quarter, This Year, Last Month, Last Quarter, Last Year.

  3. You can also choose a custom date. Click the From field and select the desired period. You can also type the date.

  4. Click the To field and select the desired period. You can also type the date.

  5. You can choose one of the available options

  6. You can also type the period or date

  7. If you want to select a specific date, click Calendar and make your selection.

  8. Click outside of the selection box in the View area for the filter to be applied

  9. It will adjust the graph based on your selection


Show / Hide graph values in Graph Views

  1. Click the Show / Hide Values button to show or hide graph values. NOTE: There are 3 possible states:

    1. Default (The button is grey. The graph is using the default setting for show / hide values.)

    2. Show Values (The button is dark blue with numbers. Show values is enabled.)

    3. Hide Values (The button is dark blue without numbers. Hide values is enabled.)


Show / Hide Targets in Graph Views

  1. Click the Show / Hide Targets button to show or hide the target

  2. The target will be displayed or hidden. For more info, see TIPS & TRICKS: Quotas & Targets.


Show / Hide Trends in Graph Views

  1. Click the Show / Hide Trends button to show or hide the trend

  2. The trend will be displayed or hidden. For more info, see Introduction to Trends.


Resize graphs in Graph Views

  1. Click the Resize All button

  2. Select the desired size


Export Graphs in Graph Views

  1. Click Export Graphs

  2. Click Start Export

  3. Once the export is finished, click Download CSV. It will also be sent to you via email.


Print graphs in Graph Views

  1. Click Print

  2. Select the desired options and click Print

  3. Check the Print Preview and click Print


Save Views

  1. Select the desired filters

  2. Click Save

  3. Choose between New View and Replace Existing View. In this example, we will create a New View.

  4. Type the desired Name for the View

  5. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  6. You can select more than one Owner. Owner is the one who has Edit permissions for the View.

  7. You can select one or multiple members that you want to share this View with.

  8. Click Save

  9. The name of the View will be displayed. If you have more than one saved View, you can choose a different View by clicking on the grey arrow and selecting the desired View.


Search Views

  1. Click Views

  2. You can search by View name or hashtag.
    ​NOTE: There are 3 types of hashtags:

    • #owned - Owned means that the member is an Owner or has Edit permissions for the View.

    • #shared - Shared means that the View was shared to the member by another Owner or member.

    • #org - Org means that the View is owned by the Organization and is shared with everyone in the Organization. Organization-owned Views can also be found via the Search bar.

  3. Select the desired View

  4. The hashtag is displayed for each View


Share Views to another Position

  1. Click the View

  2. Click Share

  3. Select the desired positions

  4. You can allow the position to change the View

  5. You can share the link directly to another member with copy/paste

  6. Click Share. These positions will receive an email notification. They need to click the link in the email.

  7. When the member clicks on Views, it will display the shared View.

  8. Click the View

  9. It will show the Owner's name, including the filters and graphs.


Replace existing Views

  1. If the View is modified, click Save.

  2. Click Replace Existing View

  3. Select the View to be replaced. The currently modified View is selected by default.

  4. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  5. You can remove existing Owners or add additional ones

  6. You can share this View with other positions. They will received an email notification.

  7. A Warning will be displayed that this change will affect everyone who can see this View

  8. Click Save


Manage Views

  1. Click the View

  2. Click the gear icon

  3. Click Edit

  4. Type the desired Name for the View

  5. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  6. You can select more than one Owner. Owner is the one who has Edit permissions for the View

  7. You can select one or multiple members that you want to share this View with.

  8. If you don't need the View, you can delete it.

  9. Click Save


Delete Views

Delete a View if you are an Owner

See steps 1-8 in Manage Views

Delete a View if you are not an Owner

  1. Click the View

  2. Click the gear icon

  3. Click X

  4. A confirmation window will pop up. Click OK.


Remove filters

  1. Click the desired filter

  2. Click Remove Filter

  3. To remove all filters at once, click the New Search button.


Open Your Graphs in Graph Views

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. Click the View

  4. Click Your Graphs. Your graphs will be displayed.

NOTE: A fast way of opening this View is by typing its name in the main Search bar and clicking on it.


Open Your Team's Graphs in Graph Views

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. Click the View

  4. Click Your Team's Graphs. Your Team's graphs will be displayed.

NOTE: A fast way of opening this View is by typing its name in the main Search bar and clicking on it.


Open All Graphs

  1. Click Graphs

  2. Click Try our new Graphs experience

  3. If you have more than one Organization, you can select the desired one.

  4. Click the + symbol

  5. Select Created

  6. Ensure it says "Created before"

  7. Select Today. All graphs will be displayed.

  8. Click Save

  9. Type All Graphs

  10. If Organization-wide view is selected, it means that this View will be shared with everyone in the Organization.

  11. You can select more than one Owner. Owner is the one who has Edit permissions for the View.

  12. You can select one or multiple members that you want to share this View with.

  13. Click Save

  14. The name of the View will be displayed. If you click on it, all other Views will appear.

  15. The All Graphs View is listed among the other Views for future use.
    ​NOTE: With All Graphs View open, you can bookmark this page in your web browser and whenever you need to open all graphs, you can click the bookmark and it will immediately open all graphs wherever you are in the app, without the need to go to Views and open the All Graphs View. This is the fastest way of opening all graphs.


New View Experience

  1. Click New View Experience

  2. You can leave your feedback

  3. To open the help doc on Graph Views, click Views Help.

  4. To switch back to the classic look of the Graphs page, click Back to Classic Experience.


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