jobFilter — The combination of filters a user has selected on the dashboard (e.g., filtered to Engineering, or New York). Always include this in your formula so your chart responds to those selections.

intervalStart / intervalUntil — When a chart displays data over time (e.g., month by month), each bar or data point represents one interval. intervalStart is the first day of that period, and intervalUntil is the first day of the next period. These are dynamic variables automatically set by the reporting engine for each period — you don't type dates manually here.

target — The person a form response is about (e.g., the employee being reviewed).

submit — The person who submitted the form response (e.g., the manager filling out a review).

groupBy{} — Groups results by a field (like department or location), automatically updating as your org changes. No manual edits needed when teams are added or renamed.

value — The actual response value from a form (a score, rating, or text answer).

When adding a chart to your dashboard, you can choose how the data is displayed. The formula you write determines what data shows up — the chart type determines how it looks.

Any chart can be displayed as a time series — meaning ChartHop will calculate your formula for each time period (monthly, quarterly, etc.) and plot them together. This is what powers over-time reports like headcount growth, monthly new hires, or rolling turnover rate.

To make a chart work correctly as a time series, use intervalStart and intervalUntil in your change or form response functions. The engine automatically substitutes the correct dates for each period.

Data Explorer is an interactive, full-screen environment for exploring your people data. Unlike standard dashboard charts that display aggregate data, Data Explorer surfaces individual-level data points — making it ideal for spotting patterns across your workforce. Clicking on a person opens their side panel so you can drill directly into their profile. Charts built in Data Explorer can be added directly to any dashboard. One of its most powerful uses is building a Nine Box visualization by plotting two performance or potential rating fields against each other.

Every chart formula follows the same pattern:

Use { } curly braces around filters and expressions (e.g., {department="Engineering"}), and ( ) parentheses only for function call parameters (e.g., find(jobFilter)). Mixing these up is one of the most common formula errors.

Use these functions to report on workforce changes. Use intervalStart and intervalUntil as the date parameters in dashboard charts — the engine automatically substitutes the correct dates (e.g., '2026-01-01', '2026-02-01') for each period.

Calculated as: departures ÷ average(headcount at start, headcount at end)

Terminology reminder

Every form question in ChartHop is linked to a field ID (e.g., managerReviewRating). You'll need this to write chart formulas for survey or review data. To find it, open the form editor and look for the Copy question ID to clipboard button on the question you want to report on.

The assessment name must match exactly as it appears in ChartHop, including capitalization.

Instead of manually writing out promoter and detractor counts, use the built-in .nps{} method:

This calculates NPS automatically based on response values (9–10 = promoters, 7–8 = passives, 0–6 = detractors).

Editing labels — Chart labels appear greyed out but are editable. Click directly on a label to rename it. A reset icon appears once you've made a change, which reverts it back to the default.

Controlling what groups appear — In the chart's Sort/Show settings, two checkboxes let you control grouping behavior:

Chart-level filters vs. formula filters — If you add a filter at the top of the chart AND inside your groupBy{} formula, they work independently and won't override each other. Use the chart-level filter for broad audience scoping and the formula-level filter for specific calculation logic.

Wrap any field in {{ }} and it populates with the viewer's own data:

Every employee sees their own information — no need to duplicate dashboards by team.

The chart name must match exactly, including capitalization.