Documentation

Requirements

  • Gravity Forms v2.3+ any licence type
  • WordPress v4.3+
  • Compatible with Chrome, Safari, IE, iOS and probably all other modern browsers
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Last updated on June 10, 2019

Capabilities

  • Pie Charts: type (normal, 3D and donut); autoscaling; legend (none/bottom/top/right/left/labelled); edit chart title.
  • Bar Charts: type (horizontal and vertical); autoscaling; columns sorted by (label/value) (ascending/descending); legend (none/bottom/top/right/left/in); columns can optionally be segmented by an additional field displayed (beside/stack absolute/stack percent); y-axis calculated as entry (count/sum) of either x-axis field or another; edit chart title and axis labels. Note: segmentation is not possible with Gravity Forms advanced survey fields.
  • Line Charts: only available in Charting vs Time add-on.
  • Progress Bar: total is taken from an existing Calculation; manual input of Goal; specified as (number/currency).
  • Calculations: calculated as entry (count/sum/average/unique values).
  • Charting vs Time (available to premium GFChart All customers only): Bar Chart (horizontal or vertical), Line Chart (horizontal only), data by month, for current month and previous 12 months (13 in total), single data series, date is form submission date.
  • Filters (back end): logged in user only (yes/no); date range (optional, using absolute or relative dates); payment status (optional); optional field filters (is/is not/greater than/less than) which can be grouped using (all/any) logic; GravityView status; GravityFlow status.
  • Filters (front end): our premium GravityView add-on enables Charts and Calculations to update according to front end filters set by website users in GravityView.
  • Filters (dynamic): available via shortcode.
  • Other adjustments: height and width of charts; manual additions to Google Charts library code for changing colours, fonts, etc.
  • Positioning: chart/calculation can be inserted into a post or page (using ‘Add Chart’ button) or into a widget (by shortcode cut/paste). Insertion to emails and PDFs requires our premium Image Charts extension, and GravityPDF for PDFs.
  • Export/Import: charts/calculations can be exported and imported between WordPress installs.
  • Pre-configured templates: GFChart Plus customers have access to a library of pre-configured templates.
  • Responsive: GFChart is screen size responsive from v1.10.0. Note that responsiveness is switched off by default because it affects existing Charts.
  • Gravity Forms v2.3 compatible: GFChart is compatible with the database schema changes coming in Gravity Forms v2.3.
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Last updated on July 17, 2020

Current limitations

  • GFChart does not work with all field types. ‘List’ fields are not recommended. GFChart is also fussy about ‘Pricing’ fields, for example the ‘Product’ field using radio buttons works for both sum and count, as does ‘Total’, but there are issues with some others.
  • Checkbox and multi-select checkbox compatibility was introduced in v1.6.0. Note that this does not support segments, summing, multi-select fields, checkbox/multi-select fields having separate values from their labels, advanced survey field checkboxes, check box in product fields, pie charts, calculations or filters. We recommend using other fields instead (e.g. ‘dropdown’ or ‘radio buttons’).
  • Gravity Forms advanced ‘Survey’ fields: since v1.2.0 GFChart is compatible with these except ‘checkbox’, ‘multi-select’, multiple row ‘Likert’ and scoring ‘Likert’. Single ‘Likert’ is compatible. Bar chart segmentation is not possible (a graph will be produced but the labels will not display correctly).
  • Gravity Forms advanced ‘Poll’ fields will not display well in GFChart.
  • Line charts are only available in the Charting vs Time add-on.
  • RTL language support is not available.
  • A particular chart/calculation object can use data from only one form.
  • There are no advanced statistical functions.
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Last updated on July 27, 2019

Installation

  1. Select ‘Get started now’ on the menu above. Follow instructions to pay and download plugin (GFChart.zip) to your local storage.
  2. Within WordPress install under ‘Plugins > Add new > Upload > Choose File > Install Now’ then Activate.
  3. Navigate to ‘Forms > Settings > GFChart’, insert license key from your purchase email confirmation, and press ‘Activate’.

License keys

GFChart All customers should use their GFChart All license key (ignore the many other license keys which are redundant!) Use of the correct single key will enable automatic updates for all plugins within the bundle.

Files to download

Depending upon your license level, you will see some or all of these files for download:

  • GFChart.zip – GFChart core plugin file including Gutenberg block.
  • gfchart-survey-customiser.zip – Advanced Survey Customiser plugin file.
  • gfchart-image-charts.zip – Image Charts plugin file.
  • gfchart-time.zip – Charting vs Time plugin file.
  • gfchart-scheduled-notifications.zip – Scheduled Notifications plugin file.
  • gfchart-gravityview.zipGravityView add-on plugin file.
  • GFChart_Sales_By_Year_Table.html – table template for reporting sales by year.
  • GFChart_Sample_Sales_Report.json and other .json files – Pre-configured templates
  • zadani-gfchart.php – a GravityPDF template for using Image Charts only.
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Last updated on March 18, 2020

1. Create a New Chart

Navigate to the new ‘Forms > Chart/Calculations’ menu

GFChart Menu

And click the ‘Add New’ button

GFChart Add New button

A popup window will appear,

  1. input a chart title. This is for your use only and will not appear in public.
  2. select the form where this chart will get its data. This setting cannot be changed in future.

GFChart New Chart

Click the ‘Create Chart/Calculation’ button and your new chart will be created!

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Last updated on March 27, 2016

2. Select Chart Type

Select your chart type

GFChart Select Chart Type

Chart types

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Last updated on January 25, 2018

Pie Charts

After selecting a Pie chart the ‘Design’ tab will change to this
PieDesign
Style options:

  • Default: standard circular pie chart
  • Donut: standard pie with a large hole
  • 3D: pie tilted to create a 3D effect

Legend options:

  • None
  • Bottom
  • Top
  • Right
  • Left
  • Labeled

Once these selections have been made press ‘Select data’. Note there is no need to press ‘Save’, this button is for use if changes are made in future.

PieSelectData

Source Form: this field was already set when the chart was first created and cannot be edited.

Field: select the data field to plot.

Entries for logged-in user only: check this box to display entries for only the logged in user (ideal for personal quiz results).

Payment status: this is an optional filter. To activate the filter insert the text generated by your particular payment gateway. For information on how to identify the text, see here.

Date range: this is an optional filter.

Enable additional filters: check this box to trigger additional filtering.

Once these selections have been made press ‘Labels and fonts’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

PieLabelsFonts

Chart title: insert the text that will be published above the pie chart.

Chart height: in pixels

Chart width: in pixels

Responsive: (available from v1.10.0) check for screen size responsiveness. This is switched off by default because it will affect existing charts.

Additional code: This can be used to change colours, fonts etc. Leave blank by default. Usage instructions appear below.

Once these selections have been made press ‘Preview’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

PiePreview

This tab is for previewing purposes only, no input is required. If further edits are required then press on the relevant tab, make the change, press ‘Save’ on that tab, and press on the ‘Preview’ tab again to review the revision. Continue as required until the chart is finished.

Suggest edit
Last updated on February 10, 2018

Bar Charts

After selecting a Bar chart the ‘Design’ tab will change to this

BarDesign

Style options:

  • Verical: vertical columns with x-axis on the bottom and y-axis up the side
  • Horizontal: horizontal bars with x-axis up the side and y-axis along the bottom

Legend options: None / Bottom / Top / Right / Left / In

Once these selections have been made press ‘Select data’. Note there is no need to press ‘Save’, this button is for use if changes are made in future.

BarData

Source Form: this field was already set when the chart was first created and cannot be edited.

x-axis (main field): select the data field to plot.

(+): button to optionally segment the x-axis

BarDataSegment

x-axis (segment): select the data field to segment the main field e.g. visitors (main field) can be segmented into male and female. Note that re-ordering of segments is not possible.

  • beside: the main data is split into separate segmented bars, placed side by side along the axis.
  • stack absolute: the main data remains as a single bar, but with each segment appearing in a different colour.
  • stack percent: the main data remains as a single bar representing 100% of that data set. This 100% bar is segmented according to the % share. Each bar works like a mini rectangular pie chart. Ideal for surveys.

Note: Bar chart segmentation is not possible with Gravity Forms advanced survey fields (a graph will be produced but not display correctly).

y-axis: Count or Sum entries is explained here.

Field to sum (if different from x-axis main field): This menu only appears if ‘sum’ is selected above.

Select the field to sum. This should be a numeric value, either stored in a Gravity Forms text or numeric field. Leave this field blank if you are summing the field set as the x-axis default. Leaving it blank will probably only be useful if it is a product field (that contains both a label and number).

When building forms we recommend using numeric fields for numbers because it is then possible to use them as inputs into the Gravity Forms math calculations function. That can then be plotted during GFChart. (Use case example: sales person submits the sales transaction value, GFChart displays their total commission).

Sort by:

  • Label: alphanumeric ordering
  • Value: height ordering

Sort type: (for the above sorting method)

  • Ascending
  • Descending

Show zero values? (unsegmented data only): check this box to display columns for which there is no data. (Ideal for surveys where you want to display the full range of options, not just those actually selected). This option does not work for data displayed segmented and stacked.

Entries for logged-in user only: check this box to display entries for only the logged in user (ideal for personal quiz results).

Payment status: this is an optional filter. To activate the filter insert the text generated by your particular payment gateway. For information on how to identify the text, see here.

Date range: this is an optional filter.

Enable additional filters: check this box to trigger additional filtering.

Once these selections have been made press ‘Labels and fonts’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

BarLabels

Chart title: insert the text that will be published above the bar chart.

Chart height: in pixels

Chart width: in pixels

Horizontal axis label: insert the text that will be published below the horizontal axis.

Vertical axis label: insert the text that will be published beside the vertical axis.

Responsive: (available from v1.10.0) check for screen size responsiveness. This is switched off by default because it will affect existing charts.

Additional code: This can be used to change colours, fonts etc. Leave blank by default. Usage instructions appear below.

Once these selections have been made press ‘Preview’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

BarPreview

This tab is for previewing purposes only, no input is required. If further edits are required then press on the relevant tab, make the change, press ‘Save’ on that tab, and press on the ‘Preview’ tab again to review the revision. Continue as required until the chart is finished.

Suggest edit
Last updated on February 10, 2018

Calculations

Calculations are not charts, yet they are built and published in a very similar way. They are displayed as simple html text.

After selecting a Calculation the ‘Design’ tab will change to this

CalcDesign

There are no design settings so press ‘Select data’.

CalcData

Source Form: this field was already set when the chart was first created and cannot be edited.

Field: select the data field to plot.

Count / sum / average / unique values: explained here.

Entries for logged-in user only: check this box to display entries for only the logged in user (ideal for personal quiz results).

Payment status: this is an optional filter. To activate the filter insert the text generated by your particular payment gateway. For information on how to identify the text, see here.

Date range: this is an optional filter.

Enable additional filters: check this box to trigger additional filtering.

Once these selections have been made press ‘Labels and fonts’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

CalcLabels

Number format: Currency (set by Gravity Forms settings) / 9,999.99 / 9.999,99

Note: 9,999.99 / 9.999,99 set the thousands and decimal separator only. They do not change the number of decimal places displayed.

Rounding: 0 / 1 / 2 / 3 / 4 / Do not round

Note: if you are connecting this calculation to a Progress Bar then set this to 0 / 1 / 2. Other values will cause the Progress Bar to show zero.

Once selections have been made press ‘Preview’.

Some further formatting of the calculation can be made using standard CSS in WordPress once it has been inserted.

CalcPreview

This tab is for previewing purposes only, no input is required. If further edits are required then press on the relevant tab, make the change, press ‘Save’ on that tab, and press on the ‘Preview’ tab again to review the revision. Continue as required until the chart is finished.

Suggest edit
Last updated on March 9, 2018

Progress Bars

Building Progress Bars is very similar to building other charts, with one significant exception. A calculation must first be built, then the progress bar is based on this calculation. Hence, to build a progress bar, first build a calculation, then follow the instructions below.

After selecting a Progress Bar the ‘Design’ tab will change to this

ProgressDesign

There are no design settings so press ‘Select data’.

ProgressData

Source Form: this field was already set when the chart was first created and cannot be edited.

Total: select the calculation that the progress bar will monitor.

Goal: insert the numeric 100% target.

Once these selections have been made press ‘Labels and fonts’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

Goal display format: same meanings as in the calculation settings above.

Note it is currently not possible to change the colour or other formatting of the progress bar, unless you use standard CSS.

Once these selections have been made press ‘Preview’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

ProgressPreview

This tab is for previewing purposes only, no input is required. If further edits are required then press on the relevant tab, make the change, press ‘Save’ on that tab, and press on the ‘Preview’ tab again to review the revision. Continue as required until the chart is finished.

Suggest edit
Last updated on June 6, 2017

Chart vs Time

Charting against time requires our Charting vs Time Add-On which is available as part of our premium GFChart All package. This plugin must first be installed and activated.

Plugin details are here.

GFChart Charting vs Time Add-On

After selecting a ‘vs Time’ chart the ‘Design’ tab will change to this

Style options:

  • Verical: vertical columns with x-axis on the bottom and y-axis up the side
  • Horizontal: horizontal bars with x-axis up the side and y-axis along the bottom

Legend options: None / Bottom / Top / Right / Left / In – this option works but is effectively redundant because only 1 data series can be displayed.

Once these selections have been made press ‘Select data’. Note there is no need to press ‘Save’, this button is for use if changes are made in future.

Source Form: this field was already set when the chart was first created and cannot be edited.

x-axis (main field): form submission date or a date field within the form.

y-axis: Count or Sum entries is explained here.

Field to sum (if different from x-axis main field): This menu only appears if ‘sum’ is selected above.

Select the field to sum. This should be a numeric value, either stored in a Gravity Forms text or numeric field. Leave this field blank if you are summing the field set as the x-axis default. Leaving it blank will probably only be useful if it is a product field (that contains both a label and number).

When building forms we recommend using numeric fields for numbers because it is then possible to use them as inputs into the Gravity Forms math calculations function. That can then be plotted during GFChart. (Use case example: sales person submits the sales transaction value, GFChart displays their total commission).

Entries for logged-in user only: check this box to display entries for only the logged in user.

Payment status: this is an optional filter. To activate the filter insert the text generated by your particular payment gateway. For information on how to identify the text, see here.

Enable additional filters: check this box to trigger additional filtering.

Once these selections have been made press ‘Labels and fonts’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

Chart title: insert the text that will be published above the bar chart.

Chart height: in pixels

Chart width: in pixels

Horizontal axis label: insert the text that will be published below the horizontal axis.

Vertical axis label: insert the text that will be published beside the vertical axis.

Responsive: (available from v1.10.0) check for screen size responsiveness. This is switched off by default because it will affect existing charts.

Additional code: This can be used to change colours, fonts etc. Leave blank by default. Usage instructions appear below.

Once these selections have been made press ‘Preview’. Again, there is no need to press ‘Save’, this button is for use if changes are made in future.

This tab is for previewing purposes only, no input is required. If further edits are required then press on the relevant tab, make the change, press ‘Save’ on that tab, and press on the ‘Preview’ tab again to review the revision. Continue as required until the chart is finished.

Suggest edit
Last updated on August 3, 2020

3. Publish

To publish on a page or post

Press the plus button and search for the ‘Chart’ block either through scrolling or text search.

GFChart Gutenberg block

Select the desired Chart/Calculation using the drop down within the block.

GFChart Gutenberg Block dropdown field

Save draft / Preview / Publish the page.

Congratulations – you’re done!

To publish on a page or post using the Classic editor

Position the cursor at the position to insert then press the ‘Add Chart’ button.

AddChartButton

Select your Chart/Calculation, and press ‘Insert Chart/Calculation’.

AddChartBox

Shortcode is inserted. Press ‘Update’.

ChartAdded

Congratulations – you’re done!

To publish on a widget

Cut and paste the shortcode from the ‘Forms > Charts/Calculations’ page into the widget.

Suggest edit
Last updated on March 18, 2020

4. Clone / duplicate an existing chart / calculation

Navigate to ‘Forms > Charts / Calculations’

Under the Chart / Calculation that you wish to clone, press the ‘Clone’ button

Clone GFChart

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Last updated on November 29, 2018

More details

Relative date filtering

relativedate

The “Start” and “End” fields in the Date Range filter allow you to enter relative dates. The values must be compatible with the Relative formats in the strtotime() PHP function.

Start = 00:00hrs on the first day in the filter period.

End = 00:00hrs on the last day in the filter period. Hence leave this field blank if you want to include all entries since the start date.

For reliable results we recommend that you filter for a minimum period of a calendar day. Filtering for a period of hours, or specific time within day, is fussy and does not always produce the desired results. An example including time that does work is shown below.

Dates follow the time zone of your WordPress install.

Some examples:

Filter for Start End
Entries today (since 00:00hrs) today
Entries since 11pm yesterday yesterday 23:00
Entries yesterday only yesterday today
Entries over the last 4 days -4 days
Entries over the last week -1 week
Entries over the last 2 months -2 months
Entries since 00:00hrs last Monday Monday
Entries last Monday only (00:00-23:59hrs) Monday Tuesday
Entries this month first day of
Entries this year first day of January
Suggest edit
Last updated on January 3, 2017

Dynamic filtering

Dynamic filtering via the shortcode is available using the following structure. [Remember to place within square brackets]:

gfchart id="AAA" filter_field="XX" filter_condition="YY" filter_value="ZZ"

where:

AAA = GFChart id
XX = Gravity Forms field ID
YY = Filter condition (is/isnot/contains)
ZZ = Filter value

Suggest edit
Last updated on August 3, 2020

Export and Import Charts/Calculations

Charts and Calculation export / import capability was introduced with v1.3.0.

  1. Ensure both the export and import WordPress installs are running GFChart v1.3.0 or higher.
  2. Use the standard Gravity Forms facilities to export and import the desired form. Any charts/calculations associated with that form will automatically be exported and imported alongside the form. No additional settings or configuration is required. (Find these functions under ‘Forms > Import/Export’). Please ensure that you import the file as a .json not .zip.
  3. Remember that entries cannot be imported (unless you use the Gravity Forms Import Entries plugin from GravityView). Hence new entries must be created for the imported form before charts/calculations will be displayed.

importexport

Suggest edit
Last updated on March 25, 2017

Count, sum and average explained

  • Count: a simple count of the number of form entries. For example, a count of forms received.
  • Sum: mathematical addition. For example, the sum of numbers on forms received.
  • Avg (Average): the mathematical mean = sum / count.
  • Unique values: the number of unique values (generally of a string).

Examples:

  • Sales forms: Count will show the units sold. Sum will show the revenue. Average will show the average sale value.
  • Order forms (where one form can contain multiple orders): Count will show forms received. Sum will show total orders. Average will show the average order value.
  • Donation forms: Count will show number of responses. Sum will show amount raised. Average will show the average amount raised per response.
  • Booking forms: Unique values can be used to display the number of cities / states / countries / clubs etc that bookings have been received from. For example if you receive 30 from Florida, 20 from California, and 10 from New York; the unique value count of States will be 3.
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Last updated on March 9, 2018

How to change colours, fonts, etc

additionalcode

The ‘Customiser’ tab contains an ‘Additional Code’ box. This can be used to inject additional formatting instructions into the Google Charts options function. Checkout the Google Charts reference documentation for more information about the potential use of this feature. Note, not all functions appear to work, additional quotes must be added, and cascade by using commas.

These definitely work with GFChart:

Change Code example
Colours of columns or slices {"colors": ["#xxxxxx", "#xxxxxx", "#xxxxxx", etc... ]}
Colour of background {"backgroundColor": "#xxxxxx"}
Font {"fontName": "Times","fontSize": 20}
Pie chart angle offset (degrees) {"pieStartAngle": 90}
Pie chart slice visibility threshold {"sliceVisibilityThreshold": 0.007}
Pie chart segment label type {"pieSliceText":"value"} alternatives are percentage / value / label / none
Bar chart force axis to start at zero {"vAxis": {"minValue": 0}}
Bar chart various modifications to the vertical axis* {"vAxis" : {"minValue" : 0 , "maxValue" : 10 , "gridlines" : {"count" : 6} , "title" : "Score"}}

*Note: the ‘Additional Code’ feature can clash with settings elsewhere in the customiser. To overcome this the setting may need to be repeated within the ‘Additional Code’. In this example the axis label (“title”) is repeated in the code.

Thanks to Matt Register (Texas, USA) for his contributions to this.

The colour of the progress bar can be changed using CSS. Thanks to Jesus Mendoza (Colombia) for identifying this solution.

Suggest edit
Last updated on July 30, 2019

Payment status filter explained

No filtering = leave this field blank.

Filtering = insert the text for the payment status from your payment gateway used by Gravity Forms.

There is no common standard across payment gateways. To find the text we recommend ‘viewing’ an entry within Gravity Forms and looking for the Payment Details information on the right hand side. Here is an example from PayPal standard. In this case filter using the word Paid.

Payment status

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Last updated on June 3, 2016

How to build your survey to swiftly expose powerful insights

Busy, busy, oh so busy.

“Just ship it, we can fix up issues later”.

Our helpdesk is regularly supporting customers that have done this.

Typical scenario: a survey was built using Gravity Forms, and they are now struggling to analyse the response trends.

With surveys we recommend listening to the management guru Stephen R. Covey:

Begin with the end in mind

Even a few minutes planning ahead can save literally hours later. Here are our top tips:

 

What are you hoping to do differently once you get the survey results?

It’s very easy to ask questions. Not so easy to select questions that will give powerful insights.

“How satisfied are you?” is an obvious question, but it’s answer often isn’t helpful. Knowing that most people are satisfied is reassuring, but little more. Much more powerful is knowing the trend – are we improving, between locations, between customer types, etc?

 

Use Gravity Forms!

Gravity Forms is an extremely versatile tool to collect all sorts of information – perfect for building surveys!

 

Keep it simple

There are many exciting field types that you could use, but why? Complexity may distract, confuse, or simply not display well on some devices.

In particular be careful about using some advanced Gravity Forms fields. Their underlying data structure can be more complex and not always compatible with GFChart and other data analysis tools.

 

Minimise use of free text fields

Free text fields are fantastic because respondents use their own language and agenda. Responses can be rich and powerful.

They are imperative for surveys but minimise their use. Respondents won’t be bothered to fill in many of these, and they are difficult to analyse for trends.

 

Use drop-downs (not free text) for standard selections

This will eliminate spelling and formatting differences to enable effortless analysis.

e.g. “X Swim Club” and “x swimming club” refer to the same club but require time consuming data cleansing to be automatically recognised as the same.

 

Use drop-downs or radio buttons for exclusive alternatives

e.g. tea / coffee. Results display well on a pie chart.

Further segmentation can be displayed on a bar chart.

For a spectrum of responses, consider a bar chart. Top tip: number each response to ensure chart column display order is correct.
Survey single row likert

This example features a ‘Likert’ survey field single row. Please note that GFChart is not compatible with this field set to ‘multi-row’.

 

Use check-boxes (not multi-select) for listing all preferences

Checkboxes in survey
Results display well in a bar chart. Ranked by popularity if necessary.

(Multi-select works just fine, it’s just more fiddly for some users to complete).

 

Don’t use PHP relevant or special characters

If you are using GFChart do not use quotes, commas or brackets. See documentation here. Other data analysis solutions may trip over some characters.

 

Build and test your analysis tool prior to launching the survey

A popular analysis tool is to download data as a csv file and analyse in a spreadsheet. Please test this to ensure that the data format is easy to work with without a PhD in Data Science! If necessary change your field type or configuration to improve ease of data manipulation.

Offline data analysis will give you access to more advanced tools, but it requires manual effort and the analysis will never be completely up to date.

GFChart analysis is automatic and in real time.

 

Trends can be more significant than absolutes


This chart was produced using the premium GFCharting vs time add-on.

 

If in doubt, ask us!

Our helpdesk would be delighted to recommend a GFChart solution for your needs. Contact us!

Suggest edit
Last updated on November 20, 2018

Recipes

Create an events booking system

Build a Booking System for your Event on your WordPress Website using GFChart for Gravity Forms.

When you host an event, you need to find out as much pre-data as you can about the attendee so you can make their experience better at the event.

Somehow you need to engage them, so they are willing to impart that insight into their wants and needs, with you.

What better way than to ask them relevant questions, at the time of booking.

Build a Booking Form which includes some survey questions and that way when you are collecting their personal booking details you can also gain some insight into their expectations or requirements.

Here is a very simple example that we mocked up to show you how to do it in WordPress.

Image of events booking system

Working Example

Sample booking form

What You’ll Need

  • WordPress
  • Gravity Forms (basic license)
  • GFChart Classic
  • 20 Minutes

Instructional Video for Event Booking Form

Instructional Video for GFChart Event Booking Report

Don’t have GFChart yet or need to upgrade to more features?

Suggest edit
Last updated on August 28, 2019

Create a sales report from event bookings form

Looks like

GFChart sales report
 

Working example

https://gfchart.com/sample-output (top 4 charts only)
 

Ingredients

  • WordPress
  • Gravity Forms (Basic license)
  • GFChart (any license type)

 

Time required

2 minutes per chart.
 

Instructional video

Suggest edit
Last updated on December 10, 2018

Build a WordPress Assessment Quiz

Here we explain how to build a WordPress Assessment Quiz. These are commonly used for personality style assessments. See working example here.

It is built using:

  • Gravity Forms for the assessment form.
  • GravityView to display the results for the single form entry. Optionally it can also be used to limit users to seeing only their own entries.
  • GFChart with the GFChart GravityView add-on to chart results for a single entry.

1. Preparation

  1. Install and activate Gravity Forms (affiliate link, purchase separately).
  2. Install and activate GravityView (affiliate link, purchase separately). If you want to limit users to seeing only their own entries, then purchase a version including the Advanced Filter Extension (currently part of the GravityView ‘Interstellar’ package).
  3. Install and activate the GravityView Advanced Filter Extension (if you want to limit users to seeing only their own entries).
  4. Install and activate GFChart.
  5. Install and activate the GFChart GravityView add on (available as part of the GFChart ‘All’ package).

2. Create the Personal Profile Assessment Form

You may create your own but we recommend that, initially at least, you use ours as a quick and easy way of getting started.

The filename is GFChart_Sample_Personal_AssessmentForm.json. You should download this from your account page. If necessary unzip into .json format before importing into Gravity Forms.

Import via: ‘Forms’ > ‘Import/Export’ > ‘Import Forms’ > ‘Chose File’.

3. Create a Page for this Assessment form

Create and publish new page within WordPress and insert the above Gravity Form into it.

4. Create the View

If you are not familiar with GravityView then here is some introductory context: GravityView can display lists of entries, which are configured using the Multiple Entry View tab; and single entries, using the Single Entry View tab. Within the Multiple Entry View you can create a link to the Single Entry View.

Even if you only want to display a single entry, we recommend that you configure both multiple and single entry views. This will allow a user to see all entries that they have created, including you as the developer configuring this assessment.

OK so let’s now create the View…

A. ‘Views’ > ‘New View’

B. Give it a name

C. Select the Gravity Form imported above

D. Select ‘List View’

E. Under ‘View Configuration’ under the ‘Multiple Entries’ tab, go down to the ‘Entries Fields’, in ‘Listing Title’ press ‘+ Add Field’. Select ‘Unique Survey Label’ (which is the field name in the form). Press on the cog and select ‘link to single entry’. ‘Close’ then ‘Publish’.

F. Now select the ‘Single Entry’ tab, in ‘Listing Title’ press ‘+ Add Field’ and select ‘Unique Survey Label’ (we are using this again as the title of the single entry page).

G. Under ‘Subheading’ press ‘+ Add Field’ and scroll down and select ‘Chart’. (Note this Chart option will only appear if the View has been published as specified in E above). Then press on the cog. Configure as shown here:

H. Under ‘Other fields’ press ‘+ Add Field’ and select ‘Custom Content’

Configure as shown here:

Zoom in on the html content:

Download it here.

J. If you want to limit users to seeing only their own entries, then follow these instructions from GravityView.

I. ‘Update’ and copy the shortcode. This will look something like:

5. Create a Page for the Assessment Results

Create and publish a new page within WordPress (note this is different from the form page created in 3 above). Insert the GravityView shortcode from I above. Update. Copy the page url.

6. Set the Assessment Form redirect to the Assessment Results page

When someone submits an assessment you want it to automatically redirect to their results. Set this up by:

Edit the ‘confirmations’ settings within the Gravity Form. The ‘confirmation type’ should be set as ‘Redirect’ and the format should be built from the url copied in 5 above and have the following format: http://yoururl.com/your-results-page/entry/{entry_id}/

Example:

7. Test!

Navigate to the page containing the Assessment Form. Complete the form, submit, and you should automatically divert to a the results page showing a chart of the results.

Suggest edit
Last updated on December 27, 2017

Common issues

Updates not appearing on the WordPress plugin dashboard

Please verify that your license is valid, entered correctly under ‘Forms > Settings > GFChart’, and activated. From v1.0.0 onward the license status will be show by a green tick or red cross.

Suggest edit
Last updated on March 27, 2016

1-click plugin update error

Failed update – if you experience ‘Update Failed: Plugin update failed’ like this:
UpdateFail
Then navigate to ‘Dashboard > Updates’ check the GFChart box, and trigger the update from there.

Alternatively, you may login to your account page and manually download and update the plugin on your local site. Note you may delete and re-install the plugin without losing your Chart/Calculations objects.

Other potential issues causing update failures

If your error message says ‘unauthorised’ then the following are more likely:

  • Your license has not been activated on the site. Please activate on your site at: ‘Forms > Settings > GFChart’ then insert the license key and press ‘Activate’. The green tick or red cross will indicate status. If there is a red tick and/or you cannot activate the license, please uninstall the plugin using the button on the same page (don’t worry, despite the warning message it won’t remove any settings except for the license key. It doesn’t actually remove the plugin, it simply deactivates it and deletes the license). Then reactivate the plugin on the plugins page. Return to the license page and re-enter the license key and activate.
  • Your license has expired. Please check it’s status via the your account page.
Suggest edit
Last updated on August 4, 2019

Missing menu items

If the ‘Forms > Settings > GFChart’ and/or ‘Forms > Charts/Calculations’ menu item(s) are missing and you are also using the Members plugin then you will need to adjust the Members settings as described below.

Suggest edit
Last updated on March 27, 2016

Members plugin settings

The Members plugin is a fantastic permissions and content protection solution from Justin Tadlock. It is perfect for protecting pages containing Charts/Calculation. It’s freely available from the WordPress plugin repository.

To ensure trouble free operation alongside GFChart then configure Members as follows:

Navigate to ‘Users > Roles > Administrator – Your Role’ and configure the permissions as shown below. Note it is the Gravity Forms settings that are key (it is they that are blocking the GFChart menu from appearing in certain scenarios).

MembersSettings

Suggest edit
Last updated on March 27, 2017

WP Rocket and other accelerator / caching plugin settings

WordPress accelerator and caching plugins, such as WP Rocket, must have ‘JS minimisation’ turned off otherwise the charts will not appear for non-logged in users.

Suggest edit
Last updated on March 25, 2016

GravityView Data Tables settings

If GFChart fails to display on a page that also contains a GravityView Data Tables item then please uncheck the ‘Enable Fixed Header’ box in GravityView. This is located at the bottom of the View settings, under ‘Data Tables’.

Suggest edit
Last updated on May 10, 2017

Problems updating license

The GFChart license key interface can be a little fussy so we suggest the following when updating your license key:

1. Navigate to the license key page (Forms>Settings>GFChart)
2. Delete anything that is in the license key box and press ‘deactivate’. There should now be a red cross beside it.
3. Once the box is empty, insert the new license key and press ‘activate’.

Not sure which license key to use, check here?

Suggest edit
Last updated on January 24, 2018

Charts not appearing

There can be a variety of reasons why charts are not appearing on a page. Our recommended fault finding procedure is:

  1. Confirm that the chart displays in the ‘preview’ tab in the chart configuration. If it says ‘no data’ then no chart will appear on the page.
  2. Create a new test page with a title but no content. Insert the shortcode into that new page and see whether it displays. If it does then there was probably some content on the original page that was blocking the chart from displaying.
  3. If the chart still does not display then it is likely that the chart javascript is not working properly. This can be for a variety of reasons. First of all we recommend clearing the cache in both your browser and your host and see whether that resolves the issue. Also try viewing the page via a different browser.
  4. Investigate potential sources of javascript issues: do you have any speed accelerator or caching plugins that are limiting javascript execution? Try temporarily disabling those. Do you have any page builder services running that might be interfering in some way (this should not happen, but check any obscure details relating to javascript).
  5. Investigate plugin and theme conflicts according to the standard procedure.
  6. Contact our helpdesk, please include the url of the problematic page, and temporary admin login details.
Suggest edit
Last updated on September 16, 2017

Caution: PHP relevant characters

Field labels or form submissions containing PHP relevant characters can cause issues with legends, additional columns/segments, or incorrect calculations. PHP relevant characters include single and double quotes, various bracket types, commas, semi-colons, etc.

In certain circumstances these characters are interpreted as PHP rather than data. The effect is that GFChart either truncates the data, or separates it into separate entries. This then causes additional or odd legends, columns or segments; or incorrect calculations or filtering.

The workaround is to add a backslash \ immediately before any such characters. If these characters are within fields then this is easy to do retrospectively. If these characters are within form entries then each entry must be edited, sorry!

We recommend against using such characters.

Suggest edit
Last updated on November 20, 2018

Add-Ons

Charting vs Time Add-On

Summary

The Charting vs Time Add-On allows users to plot:

  • Bar Chart (horizontal or vertical)
  • Line Chart (vertical)
  • Data by month
  • For current month and previous 12 months (13 in total)
  • Single data series
  • Date is either form submission date OR date field value

This add-on is available to premium GFChart All customers.
 

Pre-requisites

  • WordPress v4.3+
  • Gravity Forms v1.9+
  • GFChart v1.9.0+

Installation

GFChart All customers may download the plugin file from their account page.

Within the WordPress install under ‘Plugins > Add new > Upload > Choose File > Install Now’ then ‘Activate’.

Your GFChart All license key will enable automatic updates for this plugin.
 

Usage instructions

Available here.
 

Version history

v0.6 (22-Apr-20)

  • New: Charting against date field introduced

v0.5 (30-Jul-19)

  • New: Line charts introduced

v0.4 (19-Jul-19)

  • Fix: compatibility with GFChart 1.12.0

v0.2 (08-Mar-18)

  • Fix: correct calculation for first month
  • Fix: requires GFChart (and avoids WSOD during manual upgrades of GFChart)

v0.1 (24-Jan-18) First release

Suggest edit
Last updated on August 3, 2020

GravityView Add-On

The GravityView Add-On allows users to:

  • produce a bar chart from single entry. This is ideal for personality type assessment tests. A demo is available here.
  • chart from multiple entries as shown in GravityView, including its front end filtering function. A demo is available here.

This add-on is available to GFChart All customers.
 

Version history

v0.8 (17-Jul-20)

  • Fix: compatibility with latest versions of GravityView and GFChart

v0.7 (22-Apr-20)

  • Fix: improved automatic update reliability

v0.6 (18-Dec-19)

  • Fix: improved compatibility with GravityView v2.5

v0.5.beta1 (20-Jun-18)

  • Fix: improved compatibility with GravityView v2.0

v0.4 (08-Mar-18)

  • Fix: requires GFChart (and avoids WSOD during manual upgrades of GFChart)

v0.3 (24-Jan-18)

  • Important: Requires GFChart v1.9.0.
  • Tweak: Gravity Forms v2.3 compatibility. Is backwards compatible with Gravity Forms v2.2
  • New: Automatic update capability for future releases and customers with an updated license key.

v0.2 (23-Dec-16) Adds multiple entry capability.
v0.1 (11-Nov-16) Initial release with basic functionality, limited documentation, and no automatic update capability.
 

Pre-requisites

  • WordPress v4.3+
  • Gravity Forms v1.9+
  • GFChart v1.9.0+
  • GravityView v

Installation

GFChart All customers may download the plugin file from their account page.

Within the WordPress install under ‘Plugins > Add new > Upload > Choose File > Install Now’ then ‘Activate’.
GFChart GravityView add-on

For customers who purchased after 31-Jan-18 your license key will enable automatic updates for this plugin.

 

Single entry configuration

This add-on adds an additional ‘Chart’ field type within the GravityView ‘Single Entry’ tab, see below. Please note that the user interface is completely different from the GFChart core plugin.

(press on this image to open an enlarged version)
gvgfcoverview

gfcgvzoom

 

To replicate the Assessment Test on this website

Use the ‘show values’ function with the Gravity Forms Radio Buttons fields.

Add hidden Calculation fields within the form. Configure the Single Entry Chart widget to these calculation fields.

 

Single entry known current limitations

  • Bar chart only
  • Cannot manually scale the axis
  • Cannot change colours
  • No automatic updates
  • Chart export / import not available within this add-on

 

Multiple entry configuration

Similar to ‘single entry’ above, an additional ‘Chart’ field type is available within the GravityView ‘Multiple Entry’ tab. Note the ‘view’ must first be published for the ‘chart’ field to appear.

Unlike the ‘single entry’ above, this triggers a simple box from which the relevant chart / calculation can be selected. The chart / calculation should first have been built through the standard GFChart interface.

optionschart

Note any charts / calculations appearing on the same page will be filtered according to the GravityView settings on that page (not just charts / calculations inserted into the GravityView widgets). Charts / calculations on other pages will remain unaffected.

Suggest edit
Last updated on July 17, 2020

Image Charts

Summary

The Image Charts Add-On enables Charts and Calculations within Gravity Forms notification emails and PDFs.

This add-on is available to all premium GFChart All customers.

For the ultimate in professional PDF reports we recommend you use this in combination with GravityPDF which is available free.

Premium reports are also available from GravityPDF as described here:

 

Pre-requisites

  • WordPress v4.3+
  • Gravity Forms v2.3+
  • Gravity PDF (only if charts/calculations are to be inserted into a PDF)
  • GFChart v1.11.0
  • Valid GFChart All license activated on the site

 

Installation

GFChart All customers may download the plugin file from their account page. The filename is GFChart-image-charts.zip.

Within the WordPress install under ‘Plugins > Add new > Upload > Choose File > Install Now’ then ‘Activate’.
chart in email or pdf
Ensure that your valid ‘GFChart All’ license is activated on the site.

There are no user configurable settings for this add-on. There are no additional menus. It works automatically in the background.
 

Insert chart or calculation into an email

1. Within Gravity Forms select the Form that the notification relates to.

2. Navigate to ‘Notifications’.
Image Charts Menu

3. Either add a new notification, or edit an existing one.

4. Insert the relevant GFChart shortcode within the ‘Message’ field.
Image Charts Message

5. Press ‘update notification’.

6. Test.

Insert chart or calculation into a PDF

In summary: insert the relevant GFChart shortcode within the PDF, just like in email notifications. Detailed instructions are being written below right now…..

Firstly, ensure GravityPDF is installed and activated. You can quickly test GFChart Image Charts by simply inserting the normal GFChart shortcode into a PDF header. Achieve this by:

1. Navigate to ‘Settings > PDF’ and press ‘Add New’

2. Give it a name, use the ‘Zadani’ template, and add a filename. Press ‘Add PDF’.

GravityPDF Configuration General

3. Select the ‘Template’ tab and scroll down to the ‘Header’ field. Insert a GFChart shortcode. This can be for any chart that has been created and contains data, it does not need to be associated with the current form. Press ‘Update PDF’.

GravityPDF configuration Header

4. Navigate to ‘Entries’. Under any entry, hover over the title until the sub menus appear below, then press on ‘View PDF’. The PDF should display with a chart in the header.

This format is unlikely to be useful for real use cases. To produce more useful PDFs you will need to customise your own PDF document. For full details please follow the GravityPDF documentation. Here is our basic guide based on our sample PDF.

Overview: designing your own report requires customising a php file. This is not as scary as it might sound because the key parts to configure are html. The GFChart shortcode is simply inserted into the html.

A. Download zadani-gfchart.php which is available as a zipped file for download for premium ‘GFChart ALL’ customers.

B. Look at lines 216-243 onwards where the format is specified in html. Edit the HTML according to your design and ensure that the GFChart shortcode appears where you want the chart to be inserted.

C. Upload the finished file into the appropriate folder with your WordPress install (where the other GravityPDF templates are located) usually /wp-content/uploads/PDF_EXTENDED_TEMPLATES.

D. Within Gravity Forms, within the form itself (not general Gravity Forms) under ‘settings > PDF’, configure the PDF (particularly under ‘Template’ select the template that you have designed).

 

Capabilities and known issues

  • Supported: default pie, bar, progress, and calculation charts.
  • Images are responsive.
  • Limited fault finding information e.g. no error messages are posted if our server cannot be reached or is down.
  • Scheduling of notifications is currently out of scope.
  • Resizing of images is out of scope.
  • Emails opened immediately after they are received may not initially contain charts (depending upon server demand, rendering may not be immediate). Return later and the charts should appear.
  • Currently does not work with charting vs time or personal assessment reports.
  • Emails containing charts within their body will render the latest version of those charts. This means the last time that the chart was produced on our server, and hence may be based on more recent data updated since the email was originally sent. PDFs attached to emails will not update, and hence charts will be based on the data when the email was originally sent.

 

Important

Unlike any other GFChart capability, charts are rendered remotely on our server.

  • Whilst we have no plans to share your data, its privacy cannot be guaranteed
  • Your host must have unrestricted access to the internet. Local installs, those behind firewalls, or with ‘under construction locks’ may experience issues.
  • Emails sent from WordPress are notorious for delivery challenges. Resolving such issues is outside the scope of GFChart support.
  • Recipients of emails must have images enabled within their email client.

 

Credits

Massive shout out to Jake and the GravityPDF team! It’s completely and utterly the best PDF solution for Gravity Forms.
 

Version history

1.0.1 (03-Jun-20) Improved automatic update capability.
1.0.0.beta2 (28-Jun-19) Updated release for customer testing purposes only (not production). Tweak to allow other shortcodes in Gravity PDF.

1.0.0.beta1 (21-Feb-19) Initial public beta release for testing purposes only (not production).

private beta (18-Oct-18) Initial private beta release.

Suggest edit
Last updated on August 3, 2020

Pivot

The GFChart Pivot add-on is an entirely new concept in data manipulation and display coming soon in 2020!

Advanced and easy chart and table display is achieved by integration with PivotTable.js.

GFChart Pivot will be made available to our premium GFChart ALL customers later in 2020.

Suggest edit
Last updated on June 3, 2020

Scheduled Notifications

Summary

The GFChart Scheduled Notifications add-on enables Gravity Forms email notifications to be sent on a preset schedule.

It is designed to be used with our Image Charts add-on to allow business reports to be automatically created and sent at the same time each day / week / month / etc.

Usage example:

Arrange for the boss to receive an email update of last week’s registrations automatically every Monday morning.

Solution overview:

  1. Create a business report within a Gravity Forms notification email using GFChart. Relative date filtering is recommended to report data over the desired timeframe.
  2. Optionally for a more professional look, produce a PDF report using GravityPDF, and attach to a Gravity Forms notification email.
  3. Schedule the notification to be sent with the desired frequency.

 

Requirements:

  • Gravity Forms (any license).
  • GFChart ALL license with Image Charts and Scheduled Notifications add-ons installed.
  • WordPress Cron* administration plugin (such as WP Crontrol) to allow more refined testing and control of email notifications than is available within Scheduled Notifications.

*WordPress Cron is the default scheduling function within WordPress. Depending on site traffic volume and hosting it can be inaccurate (search Google for more detail). Some hosts offer their own version which is much more accurate e.g. WPEngine Alternate Cron which works perfectly with Scheduled Notifications. There are also 3rd party services e.g. SetCronJob (not tested by us).

Note also:

Reliable delivery of Gravity Forms email notifications can require some careful tuning to mitigate increasingly sensitive anti-spam protection. See Gravity Forms own troubleshooting advice.

 

Installation

GFChart All customers may download the plugin file from their account page. The filename is gfchart-scheduled-notifications.zip.

Within the WordPress install under ‘Plugins > Add new > Upload > Choose File > Install Now’ then ‘Activate’.

 

Configuration

The Scheduled Notifications add-on modifies the standard Gravity Forms ‘Notifications’ settings for a form by adding the following to the bottom:

Schedule Notification Settings

Schedule Notification: check box to set a schedule to send a notification.

Options: Send this notification every

  • day
  • week
  • month

It actually doesn’t matter what this is set to initially because the Cron job scheduling is fully editable within WP Crontrol!
 

Overall solution suggested configuration

1. Install Scheduled Notifications, Image Charts, WP Crontrol (or equivalent). Confirm that you are using the latest version of GFChart. Confirm that your license key has been activated on your site.

2. Confirm that the time zone is set correctly in your WP install.

Navigate to ‘Settings’ > ‘General’ and look for ‘Timezone’. Specifying a city is better than UTC+/- to cope with any seasonal daytime saving adjustments in your locality.

3. Create Charts and/or calculations using GFChart. Within the ‘Select data’ tab, enter the appropriate relative date settings for your scenario.

For example, if you wish to report data from entries received within the last week, configure as shown here:
Relative date filtering
Note: received within the last week means at the moment the Chart/Calculation is displayed, in this case as determined by the Scheduled Notification settings.

4. Create a new Gravity Form and give it a clear title e.g. ‘Weekly registrations report sent via email’.

4a. To make it a valid form you will need to add a field. It doesn’t matter what you add, we suggest an email field. Save the form.

4b. Within the ‘Notifications’ settings for the form, configure a message to be sent to the desired (or entered) email address when a form entry is submitted. For testing purposes we recommend routing to your own email address.

4c. Design the layout of the report that will be emailed. Refer to Image Charts instructions for details. We recommend that you add text to the bottom of the report that tells the recipient from where it came and how to make changes. Even for testing purposes this is important.

4d. At the bottom of the settings configure to send a notification every day.
Schedule Notification Settings

4e. Preview the form, create an entry, and press submit.

4f. Check that the email is received and formatted as you expected. If not then adjust or fault find. It is likely that you will receive the email twice after the first form submission.

5. If you do nothing further, this email will be resent daily at the same time to the same address. This is unlikely to be suitable for immediate testing because it is not regular enough. Hence we recommend the use of WP Crontrol (or equivalent) to change the frequency, and if necessary to terminate the schedule.

5a. Navigate to ‘Settings’ > ‘Cron Schedules’. Half way down the page press on the small ‘Manage Cron Events’ link. The list of Cron events is displayed in soonest order. Near the bottom look for an Action named: GFChart_Scheduled_Notifications::send_scheduled_notification(). It will look something like this:
Crontrol Settings

5b. Edit / Run Now / Delete as appropriate.

5c. During testing, to assess the accuracy of your Cron timing on your server we recommend scheduling an hourly frequency initially. Later test daily and possibly then weekly if you need it.

5d. Once you are ready to launch a production version of the report use the ‘Edit’ function within Crontrol to set the desired schedule (time of day and frequency).

 

Version history

v1.1.0 (22-Apr-20) Fix: improved automatic update reliability.
v1.0.0 (18-Mar-20) First release.

Suggest edit
Last updated on April 22, 2020

Survey customiser

The Survey Customiser allows users to modify chart bar or segment:

  • Colours, to match the palette of the site, or meaning of the response.
  • Order, ensure answers are displayed in the most logical order.

This add-on is available to GFChart All customers.
 

Use Cases

The Survey Customiser is specifically designed for the surveys. Its use in other use cases is possible, but may not match all expectations.
 

Installation

GFChart All customers may download the plugin file from their account page.

Within the WordPress install under ‘Plugins > Add new > Upload > Choose File > Install Now’ then ‘Activate’.
GFChart GravityView add-on
 

Configuration

The Survey Customiser extends the existing ‘Customiser’ Tab (previously called ‘Labels and Fonts’).

Customiser

Use the icons on the right hand side to drag and drop the order of the bars / segments.
Use the ‘Select Color’ button to select the colour of the segment. Press ‘Clear’ to revert to default. Hex values can be entered using the keyboard.

Selet colour

Hint: to select a colour palette for your pie or bar chart, Google ‘color palette selector’ and many free options will be shown.

Important notes:

  • Limited to surveys and fields that have choices. Tested and work: checkbox, radio button, survey likert. Tested and don’t work: survey checkboxes, pie ranking.
  • If the choices or values are changed on the form, chart segments and current charts will break.
  • Survey Customiser does not initiate until ‘Update’ is pressed.
  • Initial ordering does not necessarily match that in the chart. Press ‘Update’ and preview to confirm ordering before making further changes.
  • Do not use legend for bar charts with this customiser (colours will be wrong).

 

Pre-requisites

  • WordPress v5.0+
  • Gravity Forms v2.4+
  • GFChart v1.12.0+

 

Version history

v1.2.0 (22-Apr-20) Fix: improved automatic update reliability.
v1.1.0 (19-Dec-19) Fix: correct pie chart operation for segments with no data.
v1.0.0 (21-May-19) Initial release with this limited documentation.

Suggest edit
Last updated on April 22, 2020

Programmers

This section of the documentation is for solid PHP programmers with a good grasp of the WordPress hook system and JavaScript. If that’s not you, please get in touch with our friendly support team, and we’ll be happy to discuss the right solution for you.

We’ve attempted to make GFChart as programmer-friendly as possible, including hooks throughout the code and a public API for you to customize the software as needed.

The code itself will always be your best resource for the available hooks and how to use them (e.g. want to know how to create a new chart type? look at the Charting vs Time Add-On code).

In this section, we’ll outline some of the common actions we’ve seen, as well as the hooks necessary to achieve them to save some searching time.

Create your own chart types

  • gfchart_chart_types: define the chart type
  • gfchart_config_file_paths: tell us where to find your admin configuration views
  • gfchart_admin_enqueue_scripts: add any JS needed for the admin configuration
  • gfchart_shortcode_scripts: add JS needed to display chart

Adjust chart filters

  • gfchart_get_filter_vars: filter the configured chart filters

Change chart configuration

  • gfchart_config: filter the configuration values set in the admin configuration UI

Change data after it’s been formatted for Google Charts

  • Example: adding style columns
  • gfchart_api_format_bar_chart_data

Chart your own data

  • Example: re-ordering data for display
  • gfchart_data_retriever_get_bar_chart_data: filter retrieved bar chart data before it’s formatted for Google Charts

Change Google chart options

  • gfchart_api_format_chart_options: filter Google Chart-formatted options
  • Note: If you simply need to control the look-and-feel of your charts, you can add your own Google Charts options in the additional code setting on the Customiser tab.

Using an alternative chart API

  • You’d need to format the data for the chart API and then handle the front-end JS
  • gfchart_shortcode_scripts
Suggest edit
Last updated on August 26, 2019

License Upgrades

To upgrade your license:

1. Navigate to your account.

2. Login (if you don’t already have an account then create one here using the email address originally used for purchase).

3. Go to ‘View Licenses’ > ‘View Upgrades’ > ‘Upgrade License’

4. A guide to the additional files available for your use is here.

Suggest edit
Last updated on December 27, 2017

Support

You can get support here

Suggest edit
Last updated on March 12, 2016

Roadmap

Here’s our roadmap. And if there’s a feature you’d like but don’t see, here’s how to request a new feature.

Suggest edit
Last updated on March 12, 2016

Version History

v1.18.0 (released 17-Jul-20)

  • Improvement: User interface enhancements.
  • New: Dynamic filtering via shortcode.
  • New: Filter according GravityView and GravityFlow status.

v1.17.0 (released 13-Jun-20)

  • Improvement: Many layout and user interface enhancements.
  • Improvement: Various security enhancements.
  • Fix: special character and comma display issue fixed in charts.
  • New: Checkbox fields enabled for Pie Charts.
  • New: Payment Status field converted to drop down.

v1.16.0 (released 22-Apr-20)

  • Improvement: ‘Add new’ button reliability improved on slower sites.
  • Improvement: Automatic update reliability improved.

v1.15.0 (released 24-Mar-20)

  • Improvement: Added ability to clear license key to aid updating of expired keys.
  • Fix: Gutenberg block capability.

v1.14.0 (released 20-Dec-19)

  • New: Gutenberg blocks capability in core.
  • Fix: Non USD currency symbol fix in progress bar.
  • Fix: Progress bar average calculations corrected for certain long decimal place numbers.
  • Various other bug fixes.

v1.13.0 (released 30-Jul-19)

  • Tweak: Improved reliability of automatic update facility.

v1.12.0 (released 21-May-19)

  • New: Enabling changes for Survey Customiser (available separately).
  • Change: ‘Labels and fonts’ tab renamed to ‘Customiser’.
  • Fix: more than one additional filter reliability improved for certain field types.
  • Removed: ‘Date’ field capability removed from ‘additional filter’ selection due to unreliability.

v1.11.0 (released 21-Feb-19)

  • New: Underlying changes to enable new Image Charts add-on.
  • Tweak: performance enhancements under the hood.

v1.10.0 (released 09-Mar-18)

  • New: Responsive option added for pie, bar and time charts (Progress bars are already responsive).
  • New: Address field support for pie and bar (unsegmented) charts.
  • New: Unique values count calculation.
  • Fix: Stacked bar charts that broke in v1.9.0.

v1.9.0 (released 24-Jan-18)

  • Tweak: Gravity Forms v2.3 database compatibility
  • Tweak: preparations to enable the forthcoming GFChart Charting vs Time premium extension
  • GFChart should be upgraded to v1.9.0 before Gravity Forms is updated to v2.3.
  • Customers who also use our GFChart GravityView extension should update that to v0.3 to ensure trouble free operation of that extension.

v1.8.0 (released 06-Jun-17)

  • New: Gravity Forms number formats have been added to both calculations and progress bar (enables decimal places, thousands separator and currency)
  • New: Chart/Calculation clone button alongside the ‘edit’ button in the main GFChart Charts/Calculations page.
  • New: WP REST API support
  • Depreciated jqplot (last used v0.53.RC2 Apr-15)

v1.6.0 (released 13-Mar-17)

  • New: Checkbox / multi-select enablement for bar charts. Note that this does not support segments, summing, checkbox/multi-select fields having separate values from their labels, check box in product fields, pie charts, calculations or filters.
  • New: more granular permissions, including edit_gfchart.
  • Tweak: software licensing performance improvement.
  • Fix: Members plugin capability (GFChart menu item no longer disappears when Members plugin + Gravity Forms permissions are chosen)

v1.5.0 (released 23-Dec-16)

  • New: relative date filtering introduced.
  • New: back end changes to enable front end filtering in v0.2 of the GravityView add-on.
  • Tweak: software licensing performance improvement. Moved from using Transients API to Options API to improve performance, typically on those sites running W3 Total Cache.

v1.4.0 (released 21-Oct-16)

  • New: support for charts in the WordPress admin area*.
  • New: new ‘gfchart_config’ filter (credit: Serafín Danessa)*.
  • Tweak: software licensing reliability improvement.

*these new developer features are currently not supported by our help desk.

v1.3.0 (released 29-Aug-16)

  • New: import and export Charts/Calculations alongside forms.
  • Tweak: UI improved to show which page(s) Chart/Calculation(s) appear on.
  • Fix: malfunctioning capability removed from the admin bar.
  • Fix: broken images fixed for non-standard WordPress installs.

v1.2.0 (released 28-Jun-16)

  • New: Bar and Pie charts for Gravity Forms Survey Likert, Radio Buttons, Rating, Drop Down and Ranking fields. Note checkbox and multi-select checkbox are not supported.
  • New: calculation of average.
  • Confirmed: full compatibility with Gravity Forms v2.0

v1.1.0 (released 21-May-16)

  • New: for sales reports – select field to sum in bar charts
  • New: for sales reports – new filter for entry payment status
  • New: for surveys – display fields with zero values in bar charts (unsegmented data only)
  • Tweak: UI enhancement to make it clear that the source form cannot be changed once set
  • Fix: correction to the bar chart sum calculation formula

v1.0.1 (released 22-Apr-16)

  • Fix: corrected formatting of other plugin pop-up boxes triggered from edit post/page screen (e.g. Gravity Forms ‘add form’)
  • Tweak: 1-click updates reliability improvements

v1.0.0 (released 25-Mar-16)

  • New: Progress vs. target bar chart.
  • New: Column ordering options for bar charts.
  • Improved: license status indicator added to the ‘settings’ page.
  • Improved: various user interface enhancements.
  • Improved: documentation on the plugin website.
  • Fix: correct form now shown associated with the Chart/Calculation in the main Chart/Calculation page.
  • Fix: conflict with the ‘Members’ plugin.

v0.9 (released 14-Feb-16)

  • New: Enhanced calculation capability (count entries or mathematically sum fields) with filter options.
  • New: Date range filter for all charts and calculations.
  • No change yet: full backwards compatibility with v0.53RC2 but Advanced warning: jqPlot pie and bar charts last used in v0.53RC2 will be depreciated soon. Use bar or pie charts designed with the new user interface instead.

v0.7 (released 08-Jan-16)

  • New: Vertical and Horizontal bar charts (using Google Charts and the friendly user interface)
  • New: Stacking absolute and percent options
  • New: auto scaling of the axis ticks
  • Tweak: 100% compatible with WordPress v4.4
  • Tweak: General clean up of internationalisation strings
  • No change: full backwards compatibility with v0.53RC2.

v0.6 (released 11-Nov-15)

  • No change: full backwards compatibility with v0.53RC2.
  • New: user-friendly interface to design pie charts.
  • New: automatic plotting of pie chart elements, without having to specify them in the shortcode.
  • New: comprehensive filtering options.
  • New: introduced Google Charts for charts designed with the new user interface.
  • New: 3D and donut options.
  • New: access to Google Charts formatting options, including size.
  • New: button to easily insert charts into posts or pages.
  • Fix: license activation issue with a few websites.

v0.53.RC2 Fixed issue with charts not appearing on some installations (released 01-Apr-15)

v0.53.RC1 (released 22-Mar-15)

  • Introduced second filter into counter
  • Introduced filter for logged in user for counter and charts
  • Introduced automatic update and licensing capability
  • Rebuilt some code to use Gravity Forms API and adopt better coding practices

v0.52 Fixed bug with graphs not appearing in some installations (10-May-14).

v0.51 First release (14-Apr-14).

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Last updated on July 17, 2020

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Last updated on March 12, 2016
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