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
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.