ClearPoint users can easily create visual representations of complex data sets to facilitate understanding and analysis. Customize these charts to display a range of data types, such as trends over time, comparisons between different groups, or the distribution of data.
Add a Chart in ClearPoint
Adding a Chart to a Measure
Adding a chart to a Measure can be useful to easily understand your data.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Click the edit Pencil icon
Navigate to the Charts tab
Click the Plus icon
Under Chart Name, enter the name of the new chart, in this example, ‘Revenue Waterfall’.
Select Waterfall as the Chart Type
Navigate to the Chart Periods tab
Set the desired Reporting Frequency
Also set the number of Periods to Display on the chart
Once you are done with the changes, click Save
Displaying a Chart on a Detail Page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Select Edit Layout from the dropdown menu
Use Filter List to search for the chart you want to add, in this example, ‘Revenue Waterfall’.
Click the Plus icon to add the chart
Drag and drop the chart where you would like it to be displayed on the layout
Once you are done, click Save
Note: These instructions apply to adding Charts to any Element Detail Page. If the Element has a Measure linked to it, the associated Charts can be displayed on the Detail Page.
Editing a Chart
This section walks you through multiple ways to edit a Chart. You can edit a Chart from the Measure Detail Page or from the Charts tab of the Edit Measure window.
Editing a Chart from the Measure Detail Page
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart you want to edit
Select a different Chart Type from the dropdown menu, for example, ‘Bar’.
Navigate to the Chart Periods tab
Change the Number of Periods to 4
Once you are done with your changes, click Save
Editing a Chart from the Edit Measure window
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Click the edit Pencil icon
Navigate to the Charts tab
Click on the three dots icon next to the Chart you want to edit
Select Edit Charts
Choose Bar as the Chart Type
Navigate to the Chart Periods tab
Update the Reporting Frequency, in this example to, ‘Monthly’.
Once you are done with your changes, click Save
Changing chart type
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart you want to edit
Select a different Chart Type from the dropdown menu, for example, ‘Column’.
Click Refresh Preview to see a preview of your changes
Once you are done, click Save
Chart Library
Column Chart
Column Charts use vertical bars to show comparisons between values. A column chart typically displays time along the horizontal axis and values along the vertical axis.
Stacked Column, Split Stacked Column, Padded Column – Use these charts when you have multiple data series, and you want to emphasize the total.
100% Stacked Column – Use this chart when you have two or more data series, and you want to emphasize the contributions to the whole.
Bar Chart
Bar Charts use horizontal bars to show comparisons between values. A Bar Chart typically displays values along the horizontal axis and time along the vertical axis.
Stacked Bar – Use these charts when you have multiple data series, and you want to emphasize the total.
100% Stacked Bar – Use this chart when you have two or more data series, and you want to emphasize the contributions to the whole.
Area Chart
Area and Area Spline charts can be used to show how values develop over time. An area chart typically displays time along the horizontal axis and values along the vertical axis.
Stacked Area, Stacked Area Spline – Use these charts to show the trend of the contribution of each value over time.
100% Stacked Area, 100% Stacked Area Spline – Use this chart to show the trend of the percentage that each value contributes over time.
Line Chart
Line and Spline charts can show continuous data over time and is effective when trying to identify a trend or pattern in your data. A line chart typically displays time along the horizontal axis and values along the vertical axis.
Line with Markers, Spline with Markers – Use this chart when tracking over shorter periods of time to draw more attention to specific values.
Combination Chart
Combination charts combine the column and line chart to show actual value with a line that shows a target value. A combination chart typically displays time along the horizontal axis and values along the vertical axis.
Stacked Column with Target Line – Use these charts when you have multiple data series, and you want to emphasize the total compared to the Target value.
Pie Chart
Pie and Donut Charts show the contribution of each value to a total for a period. The data points in a pie chart are shown as a percentage of the whole circle.
Gauge Chart
Gauge and Half Circle Gauge charts, also known as dial charts or speedometer charts, use needles to show information as a reading on a dial. The value for the needle is read against the colored status range based on the automatic series evaluation.
Solid Gauge – Use this chart when you have a single data series, and you want to emphasize the value.
Radar Chart
Radar and Radar with Markers charts are used to compare three or more variables across different periods. Each variable in the chart has its own axis, that starts at the center.
Filled Radar, Filled Radar with Markers – Use these charts to add color to the empty space between the lines and the center of the web.
Waterfall Chart
Waterfall Charts are used to visually illustrate how a starting value of something becomes a final value through a series of intermediate additions and subtractions, often used in financials. A Waterfall Chart typically displays time along the horizontal axis and values along the vertical axis.
Adding and ordering Chart Series
Many chart series can be displayed on the same chart. All you need to do is enable them and pick the order in which you would like them to display.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
Navigate to the Chart Series tab
Series currently included will be highlighted in blue
Click the Plus icon to add a Series or remove it by clicking the Remove icon
Change the Series order by dragging and dropping to the desired place
Once you are done with your changes, click Save
Selecting Chart Periods
Chart Periods can be customized to build that perfect chart. It is possible to have a chart display a set of periods different from the reporting frequency used in the measure itself. For example, you might have a quarter-to-date sum value charted in a monthly reported measure.
Displaying the right Periods of data can be key to creating a meaningful chart. ClearPoint allows users to customize the specific Periods and Reporting Frequency displayed on charts.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
Navigate to the Chart Periods tab
From the Chart Date Range dropdown menu, select the desired periods to be displayed on the chart
This example uses Last N Periods to display the last four periods of data
Use the Reporting Frequency dropdown to select the desired reporting frequency
Once you are done with your changes, click Save
Selecting Default uses the periodicity assigned to the Measure. If you have Periods of data that are hidden in the Measure Data Table, that you want to display on the chart, check the box next to Include Periods Hidden in Measure Data Grid.
Chart series settings
ClearPoint gives you a high level of control over the appearance of chart series. Learn how to customize chart series settings below.
General Options
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
Navigate to the Chart Series tab
Click the edit Pencil icon next to the series
Using the Shape dropdown menu you can change the shape (e.g., Line, Bar, or Area)
Use Data Label Style dropdown menu to choose (e.g., value, row label, or column label)
You can choose a new color using the Color dropdown menu
Once you are done with your changes, click Save
Options for ‘Line’ series only
Line series have some additional customization options that you can leverage when building that perfect chart.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
Navigate to the Chart Series tab
Click the edit Pencil icon next to the series
You can pick a new marker (e.g., diamond, circle, or none) using the Marker dropdown menu
Change the line width using the Line Width
Use the Stroke dropdown menu to change the stroke pattern
Click Refresh Preview to see a preview of your changes
Once you are done with your changes, click Save
Managing chart legends
Adding or Removing the Legend
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
You can set the chart legend to display by selecting Enabled under Show Legend
Under Chart Title enter the legend, for example, ‘Variance’.
Set the position of the legend under Select Legend Position
Click the Refresh Preview to see a preview of your changes
Once you are done with your changes, click Save
Using the Legend to Dynamically Hide Series
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Click on the Series Title in the legend to toggle it on and off
Formatting Y-axis
ClearPoint charts have default Y-axis settings based on the series that are plotted on that chart. If this doesn’t look exactly how you want it, no problem. You have the option to format it until it looks just right.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
Navigate to the Chart Axis Format tab
You can add a Y-Axis Title
Enter a Y-Axis Min Value or Max Value. If left blank, ClearPoint will calculate this for you.
By default, the Y-Axis Format will use whatever number format your series is using. Alternatively, you can select a different number format to apply, ignoring the number format(s) of your series.
Click Refresh Preview you see a preview of your changes
Once you are done with your changes, click Save
Charting on a second Y-axis
ClearPoint charts have the ability to map series on a second Y-axis, which provides a manageable way to track series with different units of measurement on the same chart.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Revenue’.
Double-click on the Chart field to edit
Navigate to the Chart Series tab
Click on the edit Pencil icon next to the Series you wish to edit
Mark the checkbox next to Second Axis and click Save
Click Refresh Preview to see a preview of your changes
Once you are done with your changes, click Save
