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Getting Started Guide - Charting Your Data
Getting Started Guide - Charting Your Data

This article will cover how to create charts in ClearPoint

Written by Fernando Montenegro
Updated over a week ago

Charts are visual representations of data that live in the measure element. Choosing the right chart type and formatting it properly is essential for clear visual communication.

How to create Charts in ClearPoint

Charts are data visualizations that live in the Measure Element, when you add new data to a Measure Data Table, your charts will automatically populate with the new information.

New Measures automatically come with a chart, you can edit the existing chart and also add more charts to the Measure.

  • From your Control Panel click on Elements

  • Select Measures

    • Choose the measure you are going to be working with

To Edit an existing chart

  • Double-click anywhere on the Chart

  • From the Chart Edit window

  • Choose a different Chart Type from the dropdown menu

  • Click the Refresh Preview button to view any changes in the chart preview

We have 9 categories of Default Charts to choose from

Each category has several different variations giving you 30 standard charts

  • The Show Legend dropdown lets you control visibility

  • The Legend Position setting allows you to control the Legend position

  • Use the Chart size dropdown to make your chart bigger or smaller

Chart Series

  • Navigate to the Chart Series tab

  • You can Add, Edit, or Remove series from a chart

  • Click on the Plus icon next to the series name to add that series to the chart or

  • Click the X icon to remove the series.

  • Click the Pencil icon to Edit Attributes of the series displayed on a chart.

  • You can change things like the Series Color or whether it should display Data Labels.

  • Click Save

Chart Periods

  • Navigate to the Chart Periods tab

    • You can control which periods or data are displayed on the chart

  • The Chart Date Range dropdown controls which periods are shown on the chart

    • This can help limit a chart to only the most recent and therefore more relevant periods.

  • The Reporting Frequency is set to use the Measure reporting frequency by default

    • However you can choose another reporting frequency from the dropdown menu to display a different reporting cadence on the chart.

  • Click Save to see the chart updated on the detail page.

For example, you may have a monthly measure but want to build a quarterly chart using the same data.

Add a Chart Series

If you have multiple Measures Series, you may want to consider adding another chart to your Measure Detail page, splitting the data into more than one chart can help others better understand the narrative around the measure.

To Add more charts to your Measure:

  • Click the Edit Pencil

  • Navigate to the Charts tab

  • Click the Plus icon to add a new chart

  • Under Chart Name, enter the new chart name, for example, ‘Target.’

  • Select the Chart Type

  • Navigate to the Chart Series

  • Click the Plus icon to add the recently created Chart

To Add a new Chart to the Measure Detail page:

  • Click the dropdown arrow to the right of the Edit pencil icon

  • Select Edit Layout

  • Find your new chart on the left-hand side panel

  • Click the Plus icon or drag and drop to add the chart to the details page.

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