Advanced chart customization

you can utilize carrot to customize your charts in addition to the dropdown menu how charthop dashboards calculate data when displaying data in charts, charthop uses the following carrot time parameters date specific date intervalfrom the start of the interval you want to look at (starting with the first date on the date range) intervalto the end of the interval you want to look at (end with the last date on the date range) change type queries are pulled for the entire interval, all others are counted at the end of the interval if your dashboard date range ends before the end of the month, it will display the summed value for the last day specified in the date range charthop will alert you when this is the case by displaying a partially filled circle on the last month the date range on the dashboard is looking for data from october 22, 2023 april 22, 2024 because headcount is not a change type query, and instead displays data as of the end of the month, there is no partial circle on “october ‘23” in the chart below, we are looking at new hires notice the partial circle on both “october ‘23” and “april ‘24” you can customize this chart by clicking the “advanced query mode” toggle then, at the bottom of the edit chart modal, you can choose whether you want to customize the series, or customize each item both options will use carrot methods https //docs charthop com/methods that are chained together take a look at the carrot filter box at the bottom of the edit chart modal if we break this expression down, we have the following db job find = look at jobs in the charthop database (jobfilter) = make sure to query any jobs that meet this specific criteria this filter is found in the dashboard or chart level filters sum() = return the sum of entries for the field i’m looking at learn more about this and other methods here https //docs charthop com/sum grouping by values groupby allows you to view data by different variables below is a chart that looks at headcount by ethnicity, from october 22, 2024 to april 22, 2024 group by values are dynamic as your departments and other values change in charthop, any chart that looks at that attribute will automatically update with new values for this chart, you can see we added the “groupby” value the chart is now displaying all jobs in the charthop database that meet the assigned filter, sorted by ethnicity grouping by 2 values you can group by up to 2 values in a non time series chart you would write that in the carrot expression like db job find(jobfilter) groupby{expression1, expression2} sum{} for example, if you wanted to see headcount by gender and department db job find(jobfilter) groupby{department, gender} sum{headcount} grouping by persons you can now group by persons as well for example, if you wanted to see metrics by recruiter, you could write db job find(jobfilter) groupby{recruiter} count() this will group by the recruiter field, therefore updating as recruiters move through your organization common queries we have simplified the syntax for our most commonly used queries these work in other parts of the platform, like actions, profile tabs, and resources as well findhires(fromdate, untildate) displays hires between the specified interval findhires('2024 01 01', '2024 02 01') returns all the hires that happened in the month of january of 2024 you can chain methods with these functions as well findhires('2024 01 01','2024 02 01' filter{dept\ engineering} count() returns the number of hires that happened in the month of january in the engineering department finddepartures(fromdate, untildate) returns all departures within time frame findmoves(fromdate, untildate) returns all moves within time frame findpromotions(fromdate, untildate) returns all promotions within time frame turnoverrate(intervalfrom, intervaluntil\[, jobfilter\[, depart filter]\[, groupby]) returns turnover rate for the start date to end date on your dashboard range other ways to apply the turnover rate function turnoverrate(' 1y+1d', intervaluntil, jobfilter, null, {ethnicity}) returns annual turnover rate for a year from the end date on your dashboard range, for the specified job filter, organized by ethnicity turnoverrate(' 1y+1d', intervaluntil, jobfilter) returns annual turnover rate for a year from the end date on your dashboard range, for the specified job filter how we calculate turnover rate turnoverrate('2023 01 01', '2023 06 01', jobfilter) if headcount was 60 on 2023 01 01 and headcount was 100 on 2023 06 01 and 20 departures happened from 2023 01 01 through 2023 05 31 turnover rate will be 20/mean(60,100) = 20/80 = 25% querying form responses you can pull form responses into a dashboard easily as well findanswers(questionid, fromdate, untildate) findanswers('downwardreviewrating', '2024 01 01','2024 02 01') returns the form answers to the question linked to the “downwardreviewrating” field that were submitted during the month of january, 2024 you can chain these with methods findanswers('downwardreviewrating','2024 01 01','2024 02 01') mean{value} returns the average downwardreviewrating score you can also utilize groupby if needed findanswers('downwardreviewrating','2024 01 01','2024 02 01') groupby{submitperson department mean{value} returns the average downwardreviewrating score, grouped by the department of the person who submitted the form you can retrieve data from a specific assessment using findanswers as well findanswers(questionid, assessmentid, fromdate, untildate) packages https //www charthop com/pricing/ headcount planning | compensation reviews | hris