ChartHop for Administrators
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Managing data
Fields
Field data types & smart fields
when creating custom fields, you can choose from a wide range of data types to define what kind of information each field will contain the following table describes the available data types in charthop data type description single select records a single response from a list of options see https //docs charthop com/enum multiple select records multiple responses from a list of options see https //docs charthop com/enum note that each item in the list should be separated with a semi colon when importing numeric scale records a single response from a list of numbered options see https //docs charthop com/enum yes/no stores true/false values see https //docs charthop com/kdvw boolean short text stores short strings, such as a person’s preferred name see https //docs charthop com/string long text stores longer strings, such as a paragraph of text in a form response see https //docs charthop com/string integer number stores whole numbers see https //docs charthop com/uci5 number decimal number stores both decimals and whole numbers see https //docs charthop com/uci5 number money stores currency values, such as 10 usd see https //docs charthop com/ ks5 money percentage stores percent values see https //docs charthop com/percent date stores dates see https //docs charthop com/xtaq date smart calculation calculates a numeric value using carrot query language (cql) see field data types & smart fields docid\ xnd9irlwshfcexmwwksba smart bucket records a single response from a list of options each option contains a smart calculation see field data types & smart fields docid\ xnd9irlwshfcexmwwksba person stores individual people see https //docs charthop com/person persons stores multiple people, such as a group of peer reviewers on a form see https //docs charthop com/personlist file stores uploaded files, such as an offer letter see file address includes address line 1, address line 2, city, state, posta the data type you select determines what kind of value a field can store for example, a https //docs charthop com/uci5 number field can only store a value like 56 if you expect to receive responses containing either a https //docs charthop com/string value ( fifty six ) or a number value ( 56 ), use the string data type to capture them, since numbers will automatically be converted to strings (for example, 56 to "56" ) if you need to store the responses as numbers for reporting purposes, you can create a second custom field that converts the value to a number https //docs charthop com/number smart fields you can create smart fields that automatically make calculations for you you can use these fields in reporting and can control the expressions used to calculate the data there are two kinds of smart fields smart calculations and smart buckets each serves a different purpose and can help you build out simple or complex formulas to manage data smart fields use carrot reference docid\ fl emyhb9f8nzl2vza9fq , charthop’s custom query language smart calculations smart calculations contain a single carrot expression, although that expression can be lengthy depending on the data being calculated smart calculations use algebra and basic math to return a single numeric value such as a dollar amount, a date, or a number for example, you can use a smart calculation to calculate a prorated salary or the number of jobs that have been open for more than 90 days ( is\ open daysopen>90 ) smart buckets smart buckets are single select fields that contain multiple carrot expressions, one for each color coded option smart buckets return data in a range of numerical values instead of a single number you can use smart calculations to tag or group employees with multiple options; for example, a set of salary guidelines or a group of functional areas in the following example, functional areas for an org are defined by these carrot expressions technical and product – (department func='design' or department func='engineering' or department func='product' or department func='security') and placement\ normal sales and marketing – (department func='bd' or department func='cs' or department func='marketing' or department func='sales' or department func='support') and placement\ normal operations and finance – (department func='executive' or department func='finance' or department func='general' or department func='it' or department func='legal' or department func='operations' or department func='people' or department func='recruiting') and placement\ normal administrative/other – placement\ assistant