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WordPress Chartify Plugin User Manual

This is the official documentation(user guide) of the Chartify plugin. We are continually updating our plugin, and with each update, we are introducing new features that match the demands of the market and feedback that we receive from our clients. Any feedback that you have for us will be taken into consideration with great interest.


Let's get started together!

Show both dynamic and static data on your website. Create data visualizations by manually entering data or importing it from external sources.

Installation

There are two ways to install the Chartify plugin:

  1. You can install the Chartify from your WordPress dashboard.
  2. You can install it from WordPress.org.

How to create a chart in 3 steps with the help of the Chartify plugin

  1. Go to the Chartify plugin and create your chart by clicking on the Add New button.
  2. Choose the suitable chart type for you and customize it by adding the title, the data and choose the appropriate styles
  3. Copy the shortcode [ays_chart id="your id"] of the chart and paste it into any post or page.

Now let's see what options are available in the Chartify plugin!

1. Edit chart

1.1 Title - Write the chart title. It will be displayed on the dashboard and in the Front-end.

1.2 Live Preview - On the dashboard, you will be able to see the live preview of the chart. Make changes and preview them write in your dashboard.

2. Source

Choose what results you want to be displayed in your charts.

2.1 Connect to Google Sheets - By enabling the Google Sheets Integrations you will be able to connect your Google Sheet to the chart and import the information from it. It will automatically display the results, providing you with dynamic charts. For activating Google Integration you will need to go to General Settings submenu > Integration.

2.2 Connect to Database - Connect to the Database query and display the appropriate information in the charts. Add the needed query to the given field and display dynamic charts. By clicking on the "Show Results" button you will see the results of the connected query. The "Show on Chart" button is responsible for previewing all the changes in the live preview example. Do not forget to click on the "Save Query" button to save the connected query, otherwise, the dynamic results will not be displayed on your chart. Use Control+Space for autocompleting keywords or table names.

2.3 Manual data - Add static data to the charts manually. By clicking on the "Add Row" button you will be able to add as many rows as you need. By choosing the Line Chart type you will be able to also add the columns. Again, click on the "Show on Chart" button for the live preview.



3 Settings

Fully customize your chart. Choose the desired style for them.

3.1 General Settings

1.3.1 Chart Status - By enabling this option, the chart will be active. If the chart is a draft, it won't be shown anywhere on your website (you don't need to remove shortcodes).

3.2 Styles

3.2.1 Width - Customize the width of the chart in percentage only.

3.2.2 Height - Set the height of the chart by entering a numeric value in pixels.

3.2.3 Font size - Set the Font size of the text in pixels.

3.3.4 Chart title color - This option will help you to choose the chart title color. There are 3 ways for choosing the color: RGB, HSL, HEX

3.3 Tooltip

3.3.1 Trigger - The triggers will help you to choose when to display the results on the chart. You will be able to, display the result while hovering, when selected and also you can disable it.

3.3.2 Show Color Code - If this option is enabled, when clicking on a particular part of the chart its color will be displayed next to the option.

4. General Settings

4.1 General

4.1.1 Who will have permission to Chart Builder

  • Select user role for giving access to Chart Builder menu - Choose who will have access to the menu. You can add more than one user role.
  • Select user role for giving access to change all chart data - All the user roles who have access will be able to make changes in all chart data.

4.2 Integrations

Google Integration - After activating Google Integration you will be able to connect your Google Data to the charts. For activating the integration, write the Google Client ID and Google Client Secret then click on the "Connect" button. For more instructions go to the Integrations > Google > click on the "Instructions" button



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