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Visualize Your Data - Chart Series Settings
Visualize Your Data - Chart Series Settings

This article walks through how to control the appearance of chart series in ClearPoint.

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Written by Fernando Montenegro
Updated over a year ago

ClearPoint gives you a high level of control over the appearance of chart series. Learn how to customize chart series settings below.


Chart series settings

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


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

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