Graph in a Form, Page, Post, or Display… so confused

All Topics → → Graph in a Form, Page, Post, or Display… so confused

I have read all of the information about Graphs in every post or page or knowledge base that I can find.

I have a survey that a CSR uses when he/she calls a client.  In a single day, the CSR will make 50 calls to 50 different clients and complete the survey 50 times.  I would like to show a graph  (outside of the survey form) of accomplishments.  I understand how to create the shortcode within the form; but how do I get the graph in a custom display.

For example:  I have a shortcode that calculates how many times field 5 is YES.  Works great.  That shortcode is in an HTML field (fld5_count_yes)  on my form.  I have another shortcode that counts how many times the field is No (fld4_count_no).  Now I want to create a graph that shows that information in a custom display.

Am I doing this right at all?  Do I have to create the calculation fields in the form and then display a graph somewhere else?

We need more documentation regarding shortcodes for graphs and specifically how to use them.  A video would be AWESOME!

Thanks

I figured out the deal with creating a basic graph. I thought a graph was associated with a form. But it is not. The field IDs are all unique regardless of the form making graphs easy to create. AWESOME CONCEPT!

Now that I got that out of the way... here is my question...

When a customer service rep fills out surveys (about 50 per week), we want to show them how they are doing with a given week based on their user id within the form and the update date of the form.

We would like to show a graph with Success (Hot), Almost There(Warm), Oh No! (Cold), Buried (Dead), and Almost(Inc) for a single CSR within the past week.

What we would like to show in a graph are as follows

SUCCESS (HOT)

Success is based on field 150 and 149 being marked as YES (they are both radio button fields).

ALMOST THERE (WARM)

Warm is based on field 106 being marked as YES and 149 being marked as NO (they are both radio button fields)
OR
Warm is based on field 149 being marked as YES and 106 being marked as NO (they are both radio button fields)

OH NO (COLD)

Cold is based on field 106 being marked as NO and 149 being marked as NO (they are both radio button fields)

BURIED (DEAD)

Dead is based on field 85 being marked as Not Interested, Dont Call Back, or We dont have that (all radio buttons)

INCOMPLETE

Incomplete is indicated by field 80 being marked as Call Later or Call Someone Else (all radio buttons)

 

Can you help me with this?  I really have NO IDEA how to get this to work.

Notes:
All Fields are on the same form.  The form includes a User ID Field.

We want to grab data based on the User ID and the last time the form was updated.

The Fields are:

149 (Yes/No Radio Button)

106 (Yes/No Radio Button)

85 (Yes, Call Later, Call Someone Else, We dont have that, Not Interested, Dont Call Back Radio Buttons)

 

Thanks!

Dawnna

 

The graphs generated through Formidable Pro use third-party tools (flashcharts, and google graphs). For this reason, the graphs are fairly limited when it comes to customization. Showing results for only one user ID, is currently not possible.

We do have a similar tool that allows you to display Statistics on a per-user basis. This tool sounds like it may be a better fit for your needs: http://formidablepro.com/knowledgebase/add-field-totals-and-statistics/

As for the calculations and determining which "Message" to post with the statistics, you may need to add the calculation to your form and have a "total field" that is an admin only or hidden field, so it does the calculation behind the scenes where your CSR's wont see it. The video on this page illustrates how to create this type of calculation field (the context of this video is for submitting a value to PayPal, but you can just disregard the PayPal references). http://formidablepro.com/knowledgebase/formidable-paypal/

Once you have your calculation field in your form, it should be easier to show a certain message based on the result.

Can I show a graph based on a calculated field?

IE Field id 1,2,3 all have different totals.  Can I create a graph using those three fields?

Or can I create a bar graph using a single total field?

For example:  Field 5 has the number 8 in it.  Can a bar graph show that number?

Are graphs only for check boxes and radio buttons?

This is what I have tried:
1. Adding a field to the Survey Form that calculates the total count of YES answers.
For example:  Field 85 on Form Survey is a radio button.  Field 86 on From Survey is a text field that is numeric and read only.
I added the following bit as default data in field 86  [frm-stats id=85 type=count value="Yes"]
I validated that there were responses that were Yes.

The field appears blank in the form.  I thought it would have data.  When I tried that same code on a different page the field appeared filled in with the correct number (5 - There were 5 entries that equaled Yes).
I need the data to save and update how many times a CSR got a yes response on the survey.

I am totally baffled by the charts and graphs.  I really wish there was more information.

Possible Work Around:
If there were a way to put calculated values in a "wp custom field" for a specific page, I could use a different charting tool.  Is that possible?  For example:  Will the [frm-stats id=85 type=count value="Yes"] convert to a number if I put it in a "wp custom field"?

Another workaround: Is there a way to calculate radio buttons (ie, radio button values are 1-5; If the calculated value is less than 5 then chose 1-4 otherwise choose 5)

hmm... after working on something that should be simple; this is rather frustrating.

Is it possible to show the number of items counted (ie Field 150 = Yes), for  a specific date range in a star field?

For example:  Show the number of times that Field 150 is yes for the past week for the current user.

Took another direction all together and leveraged another charting tool.  YAY!

By using easy charts and frm_stats php, I have been able to create the requisite shortcode data attributes from Formidable.

Now, I have but one final request.  Is there a way to include an additional parameter in the frm_stats.  Specifically, I would like to bring only data that falls within a specific date range (Between NOW and NOW-1 Week).

Thanks!

The frm_stats feature doesn't have built-in support for only displaying data within a specific date range. This could possibly be done with some custom PHP or database call, but I'm not sure how this would be done exactly.

Figured it out using custom PHP. thanks

Topic closed.