Graph Filtering
How to create shared, private & group views of graphs, and how to apply graph filters to groups and targets.
Last updated
How to create shared, private & group views of graphs, and how to apply graph filters to groups and targets.
Last updated
This is the most basic form of data to represent as a graph. A shared graph takes all data in a collection and generates a graph for all users in a broadcast.
Use the Data Options to create a shared graph.
Use shared graphs when you want to share all information to all users in a given broadcast. For example, if you want to share total sales to all users in the business, you would use a public graph.
This type of graph distributes to all users in a broadcast, but each user only sees the graphs with their personal data. Personal graphs allow you to create filtered user data sources from a collection and then generate a custom graph for each user.
You would use personal graphs when you want each user in your broadcast to only see information that is related to them. For example, this can be useful if you want each user to see only their own sales, orders, or tasks on their Airshot app.
The graph filter distributes graphs to users in each group specified in the graph filter options. Graph filters allow you to create filtered group data sources from a collection and then generate a graph for each group.
Group Filters can be applied to Pie Graphs, Goal Rings, Series Graphs & Rank Lists.
This type of graph is useful if you wish to create graphs specific to groups of people. For example, Team sales, targets or tasks. It requires a bit of planning in your data as well as your groups. If you intend to create group graphs for your broadcast you should:
Include a column in your data that identifies a group of people. This could be Team Name, Branch or Location (City).
Create a group name that easily identifies a group of people you would like to filter data to. This could Team Names, Branches, Divisions.
Note: When using the Group Filter, any groups that are not added to the filter will not see the graph at all. If a user/participant is in more than one group, they will have the filter dropdown option in their interface so that they can toggle between graphs.
