How-To Videos

Understanding and Using Map Charts in Grow

In this training video, we'll walk you through the Map Chart feature in Grow, covering how to configure heat maps, apply data aggregations, and customize your visualizations. You'll learn how to use filters, create calculated data series, switch between different map types, and leverage Dynamic Views to personalize dashboards based on user access. By the end of this video, you'll have a clear understanding of how to make the most of map charts to analyze and present your geographic data effectively.

Grow Embedding Anywhere

This video demonstrates how to embed a Grow metric into any platform using an iframe. It walks through accessing the embedding option from the metric’s menu, generating or selecting an API token, choosing public access, and copying the embeddable link. Finally, it shows how to insert the link into a Confluence article, successfully embedding the interactive metric.

Security and Access Control in Grow

This video covers how to manage security and access control for dashboards in Grow. It explains how to set user roles and permissions in the dashboard settings, view who has access, and adjust permissions at both the account and individual user levels. Users can choose to make a dashboard private, allow view-only access, grant formatting permissions, or give full management control. The video emphasizes the flexibility of customizing access to ensure the right level of security for your data.

Navigating Grow Settings

The video provides a guided walkthrough of Grow's Settings menu, explaining how to configure your account. It covers key sections, including Users (adding and managing user permissions), Dashboards (creating, editing, and sharing dashboards), Dynamic Views (customizing data visibility), Reporting (configuring reports and Slack sharing), User Settings (authentication, themes, and API tokens), Company Info (branding and date settings), Embedding (managing embedded API tokens), Branded Settings (white-label domain and branding), and Mail (SMTP setup for emailed reports). By the end, users will understand where to find and adjust key settings in Grow.

Navigating the Grow Data Tab in Grow

The video provides an overview of the Data tab in Grow, explaining how to navigate its features and functionality. It starts by showing how to access the Data tab from the top navigation bar. Inside, users can view key data metrics such as active connections, stored data, and active datasets. The video then highlights the Needs Attention section, which flags any issues with data sources or datasets. It also covers how to filter and troubleshoot connection errors. Finally, it walks through the Connections, Warehouse Tables, and Datasets sections, demonstrating how to manage existing data and add new sources. The video concludes with a recap of the Data tab’s layout and how to use it effectively.

Grow Dashboard Navigation

The video provides an overview of navigating the Grow dashboard, including accessing dashboards, favoriting them, and organizing them using filters. It also covers key features like adding members, toggling full-screen mode, sharing dashboards, and using the three-dot menu for customization. Additionally, it explains how to access feature announcements, settings, and support resources.

Warehouse Overview and Managing Syncs in Grow

This video provides an overview of Grow’s Warehouse and how to manage data sync settings effectively. Users can access the Warehouse from the Data tab, where they can view, filter, and manage warehouse tables connected to different data sources. The video covers adding custom tables, managing warehouse connections, and configuring sync settings such as incremental syncs, full syncs, and refresh intervals. By customizing these settings, users can optimize data synchronization to ensure accuracy and efficiency, improving overall performance and data management within Grow.

Dynamic Views Overview in Grow

This video walks through how to set up Dynamic Views in Grow, allowing users to filter dashboards based on their assigned data. By navigating to the Dynamic Views tab, users can create and map variables—such as sales reps—to specific user accounts. Once configured, these filters can be applied to metrics, ensuring that each user sees only their relevant data. Administrators can view all user data, while individual users see only their own. This feature simplifies dashboard management by reducing the need for multiple dashboards while ensuring personalized access to insights.

Dynamic Views Setup and Implementation in Grow

This video explains the benefits of Dynamic Views and why they are valuable for organizations. Instead of maintaining separate dashboards for each sales rep or user, Dynamic Views allow a single dashboard to dynamically filter data for individual users. Admins have the flexibility to view data for all users, while standard users only see their own metrics. This reduces dashboard maintenance and ensures that each team member accesses only the insights relevant to them, making reporting more efficient and scalable.

Compare Dates Transform in Grow

The video explains how to use the Compare Dates chart transform in Grow to compare data series values across different time periods. Users can set a base date range and choose a comparison period (e.g., prior period, same day/week/month/quarter ago). The Data Explorer automatically generates a second data series for comparison, using the same formatting as the base data series except for color. If data for the comparison period is unavailable, zeros will be displayed. Users can remove comparisons by clicking the X next to the comparison dropdown.

Sharing Reports and Dashboards in Grow

The video explains how to export and share metrics and dashboards in Grow using various methods. Users can share metrics via Slack, Kinetic, or other dashboards, and export data at both the metric and dashboard levels. Dashboard share URLs can be customized with options like dark mode and IP whitelisting. Additionally, automated report summaries can be scheduled via email or Slack to keep teams informed.

Dashboard Customization Options in Grow

The video covers various customization options to enhance a Grow dashboard. Users can access these tools through the three-dot menu, allowing them to add text separators, custom notes, and image tiles for better organization and clarity. Formatting options include bold, italics, background colors, and font size adjustments. Images can be uploaded or linked via a URL, and all elements can be rearranged freely. These customization features help improve readability, add context, and create a more visually engaging dashboard experience.

Highlight Key Data with Conditional Formatting in Grow

Make your tables more actionable with conditional formatting in Grow. In this quick how-to, we’ll show you how to highlight specific rows based on logic like "contains" or "starts with," and how to use gradient formatting to visually separate good, okay, and bad data at a glance.

How to Use Filterable Metrics in Grow BI

Learn how to unlock the full power of Grow.com’s filterable metrics! In this quick tutorial, we’ll show you how to filter directly within your charts, use advanced filtering options, and even save filtered views as new metrics. Whether you're exploring raw data or building custom dashboards, Grow's flexible filtering tools help you make smarter, faster decisions—without writing a single line of code.

How to Use Expandable Table Grouping in Grow

When you're working with large datasets, tables can get overwhelming fast. That’s where Grow’s expandable table grouping comes in. In this quick tutorial, you’ll learn how to group table data by fields like 'Due Date,' and then drill down into the raw data behind each group—all without losing clarity or context.

How to Pull Post-Aggregated Data from Grow Using the Dataset API

Want to use your Grow.com data outside the platform? With Grow’s API, you can access post-aggregated data from your datasets and feed it into CRMs, external dashboards, or custom-built tools. In this step-by-step tutorial, we’ll show you how to generate an API token, find your dataset ID, and make your first API call using Postman.

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