Creating calculated graphs allows you to add, subtract, divide or multiply the values of multiple graphs into a single graph.

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

Creating a Calculated Graph

In this example, we'll add the stats of the 3 members of Sales Team A together to create a total for the team.

  1. Choose Graphs View

  2. Click on New Graph

  1. Enter graph Name

  2. Enter Graph Type

  3. Choose Graph Type "Calculated"

  4. Choose Symbol

  5. Choose Position of Unit Symbol (e.g. "$" on left of number, "%" on right of number)

  6. Show or Hide Graph (hidden graphs are used for data entry only and to add data to other graphs)

  7. Invert Graph - choose smaller or larger values are better. (e.g. Sales larger is better, client complaints smaller is better)

  8. Choose Organization graph belongs to

  9. Choose User

  10. Select Graph Group this graph belongs to

Scroll to the bottom of the page to find the Calculated graph settings and follow these steps:

  1. Click Add Graph

  2. Find the graph by using the search in the drop down menu and click on the graph.

  3. Repeat steps 1 and 2 for all graphs needed

3. Click on the first graph labelled "G1"
4. This will place "G1" inside the Formula box

Note: "G1" means "Graph 1". You can also type directly inside the Formula box.

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

Note: You can also type directly inside the Formula box.

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

Note: You can also type directly inside the Formula box.

9. Repeat the process above or simply type in the entire formula. Make sure "Formula is valid" appears under the Formula box.
10. 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.



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