Before we unleash the power of Graph Groups, let's cover some basic terminology.
Groups refer to a collection of graphs
Permission refers to a collection of people or users with specific access permissions. (See Getting Started - Step 3 - Creating & Editing Permissions for more information on teams)
The Power of Graph Groups
With Graph Groups you can:
Create a selection of graphs sorted exactly how you want
Have different frequencies of the same graph within a group (e.g. a weekly and monthly Sales graph)
Set the display size for each graph (e.g. small, medium, large, wide)
Easily print a collection of graphs, in the correct order
Two Types of Graph Groups
There are two types of Graphs Groups in envisage.
Personal Graph Groups - these are your private groups you create that no else sees.
Company Graph Groups - Company wide groups that other users can access, if given permission.
You can access Graph Groups via Settings (cog wheel icon). Personal Graph Groups are near the top. Company Graph Groups will be in the company section as shown below:
How to Create a PERSONAL Graph Group
Go to Graphs
Close All existing graphs.
Go to the Search Bar
Find what graphs you want to add
Either Select All or select graphs individually using the Selection Box (Note: you can repeat this process and add as many graphs as you wish.)
Click Add Open Graphs
Reorder the graphs using the A - Z Sort feature or Drag and Drop. Resize graphs by clicking on the header or Resize buttons
Click Make Graph Group
Name Graph Group
Use hamburgers to drag and reorder graphs.
Adjust settings as desire for each graph.
Click X to remove graph from the Graph Group.
Share with users, give them access to the Graph Group
Click Create Graph Group
How to Create a COMPANY Graph Group
Go to Settings
Choose Manage Graph Groups
Click on New Graph Group
Name the Graph Group
In the Search Bar, find the graph(s) you want to add
Either Select All or select graphs individually using the Selection Box. (Note: you can repeat this process and add as many graphs as you wish.)
Click Add to Graph Group
Use the hamburgers to reorder
Adjust the graphs settings
Click Create Graph Group to save