Series are the columns in Data Tables containing quantitative information that can be used for calculations, evaluations, & creating charts.
Adding a series
Adding a series in the measure data table
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Measures
Open the Measure you are going to be working with
Double-click on the Measure Data table
Click on Add Series
Under Series Name, enter the new Series name, for example, ‘Delta.’
Select the appropriate Data Type, for example, ‘Number’.
Click Save
From this window, you can also create a series calculation or set measure evaluations to the series from their respective tabs.
Adding a series in the Edit Measure window
From the Measure Detail Page
Click the Edit Pencil icon
Navigate to the Series tab
Click on the Plus icon
Under Series Name, enter the new Series name, for example, ‘Revenue.’
Select Currency as the Data Type
Click Save
Adding multiple series at once
Click the Edit Pencil icon
Navigate to the Series tab
Select Add Multiple from the dropdown menu
Under Series Name, enter the new Series name, for example, ‘YTD and ROI.’
Select Percentage as the Data Type
Click Save
Please note that if there are 9 or more Series in the Data Table, the default letter/landscape page export will flip the Data Table to display just a single period of data. Larger page sizes or orientations can accommodate more series.
Editing a series
Editing a series from the measure data table
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Measures
Open the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Header of the Series you would like to Edit
From here you can change things like the Series Name, the Data Type, Hide or Lock a Series, you can create a Calculation, and even Set up an Evaluation.
Once you are done with your changes, click Save
Editing a series from the Edit Measure window
Click on Measures
Open the Measure you are going to be working with, in this example, ‘Revenue’.
Click the Edit Pencil icon
Navigate to the Series tab
Click on the three dots icon and select Edit Measure Series
From here you can change things like the Series Name, the Data Type, Hide or Lock a Series, you can create a Calculation, and even Set up an Evaluation. Revision History can also be accessed.
Once you are done with your changes, click Save
Editing multiple series at once
Click on Measures
Open the Measure you are going to be working with, in this example, ‘Revenue’.
Click the Edit Pencil icon
Navigate to the Series tab
Use the checkboxes to select multiple Series
From the dropdown menu, select Edit Multiple
Navigate to the Edit Fields tab
In this tab, the Data Type can be changed for all Series and the Series can be Tagged, Hidden from the Data Table, Hidden from summary views, as well as Locked for updaters.
Once you are done with your changes, click Save
Reordering a series
Reordering series in your data table not only changes how these series are displayed in the data table, but it also changes the order in which these series appear in charts and summary reports.
From the Measure Detail page
Click on the Edit Pencil icon
Navigate to the Serise tab
Drag and drop the Series into the desired order.
The Series at the top will be the first series on the left in the Data Table
Click Save
Hiding a series
In ClearPoint, we have the option to hide certain series if we do not want them visible in Measure data tables or summary reports. This feature is helpful if you have a series that you don’t necessarily need to view, but you do need it to run in the background to help with a series calculation.
You can read more about series calculations here.
From the Measure Detail page
Click on the Edit Pencil icon
Navigate to the Series tab
Select the Series you want to work with, in this example, ‘Target’
In the Series edit window, you can choose
Hide series in summary reports and data tables if you want to hide it in both Summary Reports and Data Tables. Or
Hide series in summary reports if you want to hide the series in Summary Reports, but still want it visible in Data Tables.
Once you are done with your changes, click Save
Rather than hiding series for all summary reports, users can filter for Measure Series on the Filters tab when setting up a summary report so that only certain series appear in that particular report. See the filtering summary reports article for more information.
Locking a series
In ClearPoint, we also have the option to lock certain series from updaters in order to preserve data entries and ensure no changes are made.
From the Measure Detail page
Click on the Edit Pencil icon
Navigate to the Serise tab
Select the Series you want to work with, in this example, ‘Target’
In the Series edit window mark the checkbox Lock series for updaters
Click Save
Changing Series number format
Number formats are not a one-size-fits-all, so in ClearPoint, we will also be able to choose which number format we want to use for our specific series. We can choose from a list of default number formats, or even add in our own custom number format, and apply that custom format to our series.
ClearPoint offers the following options:
Currency – Selecting this option enables a second dropdown menu where you can select the Currency you would like to use. The ‘Default Currency’ can be set in Admin Options, following these instructions.
The currency options currently available in ClearPoint include the Algerian Dinar (DZD), Argentine Peso (ARS), Australian Dollar (AUD), Botswana Pula (BWP), Brazilian Real (BRL), British Pound (GBP), Canadian Dollar (CAD), Chilean Peso (CLP), Chinese Yuan Renminbi (CNY), Colombian Peso (COP), Czech Koruna (CZK), Danish Krone (DKK), Euro (EUR), Guatemala Quetzal (GTQ), Honduran Lempira (HNL), Hong Kong DOllar (HKD), Hungarian Forint (HUF), Indian Rupee (INR), Indonesian Rupiah (IDR), Israeli New Shekel (ILS), Japanese Yen (JPY), Kuwait Dinar (KWD), Malaysian Ringgit (MYR), Mexican Peso (MXN), New Taiwan Dollar (TWD), New Zealand Dollar (NZD), Norwegian Krone (NOK), Philippine Peso (PHP), Polish Zloty (PLN), Qatari Riyal (QAR), Romanian Leu (RON), Russian Ruble (RUB), Saudi Arabian Riyal (SAR), Singapore Dollar (SGD), South African Rand (ZAR), South Korean Won (KRW), Swedish Krona (SEK), Swiss Franc (CHF), Thai Baht (THB), Turkish Lira (TRY), UAE Dirham (AED), United States Dollar (USD).
Number – This is the basic number format with two digits after the decimal point. Ex: 100.00
Percentage – Selecting this option will add a percentage sign and two digits after the decimal point to the value entered. Ex: 100.00%
Accounting – Selecting this option will annotate numbers in the standard accounting format. This means that all numbers will include two digits after the decimal point and negative numbers will be enclosed in parentheses. Ex: If you enter -100 it will appear as
(100.00) in the Data table.
Integer – Selecting this option will display the numbers entered as an integer, with no decimal point or digits following it. Ex: 100
Custom – Selecting this option enables a second dropdown menu where you can select a Custom Format. Custom Number Formats can be created in Admin Options, following these instructions. Customization options include number of decimal places, negative number display, symbols, and separators (comma, decimal, etc.).
From the Measure Detail page
Click on the Edit Pencil icon
Navigate to the Series tab
Select the Series you want to work with, in this example, ‘Target’
In the Series edit window select the appropriate Data Type
Click Save
Deleting a series
From the Measure Detail page
Click on the Edit Pencil icon
Navigate to the Series tab
Click the Trash icon to Delete a Series
Confirm you want to Delete the Series by clicking the Delete red button
