ClearPoint offers five different calculation types: Calculated Series, Aggregate Series, Aggregate Status, Reference Series, and Shared Series. With these calculation types, you can generate a wide range of reports to make informed decisions.
Types of Calculations
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 Header of the series you would like to add a calculation to, in this example, ‘Target’.
Navigate to the Calculations tab
From the Calculation type dropdown menu select Calculated Series
Default (No Calculation) series will not be automatically calculated. Raw data can be manually entered into these Series.
Calculated Series: Set up automatically calculated series that can reference data throughout your account. For more information on calculated series, please see this article: Creating Series Calculations.
Aggregate Series: Set up aggregate series calculations that can quickly add or average data across multiple measures throughout your account. For more information on aggregate series, please see this article: Creating Aggregate Series.
Aggregate Status: Set up aggregate status calculations that can count the number of element status indicators based on criteria you set up throughout your account. For more information on aggregate status, please see this article: Creating Aggregate Status Calculation.
Reference Series: Set up reference series calculations that reference data in quantitative default or custom fields for any element throughout your account. Reference Series are only available for those on the Enterprise Plan. For more information on reference series, please see this article: Creating Reference Series.
Note: Calculation Diagrams can come in handy to visualize and understand how your calculations work. For more information, check out the Creating Series Calculations support article.