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 edit Pencil icon

Navigate to the Series tab

Click on the Plus icon

Under Series Name, enter the name of the new series, in this example, ‘Reference Series’.

Navigate to the Calculations tab

From the Calculation Type dropdown menu select Reference Series

From the Element dropdown menu select Specific Element

Next select what Scorecard you would like to reference data from, in this example ‘Upward Airline Corporate’.

Choose the Element Type you would like to reference data from, in this example ‘Initiative’.

Select the specific Element you would like to reference data from, in this example ‘Create New HR hiring process’.

In the Reference Field dropdown, choose the reference series that you would like to reference data from, in this example ‘Budget’.

Once you are done with your configuration, click Save
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