Don’t see your ideal chart as a default option in ClearPoint? We leverage a charting library that might be able to create exactly what you are looking for. With Custom Charts you can add an extra layer of customization to your charts.
Use a Custom Chart from the JSON Chart Library
The JSON chart library has a collection of charts that cover some of the more popular customizations we see. Use one of these charts as a starting point for your 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 you would like to edit
Select Custom Chart JSON from the Chart Type dropdown menu
Remove the existing JSON that is in the field to start with a blank slate.
Choose one of the existing Custom Chart JSON Templates
Click Save on Edit Chart JSON
Click on Refresh Preview
Once you are done with your changes, click Save
Add a Custom Chart to your predefined 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 you would like to edit
Select Custom Chart JSON from the Chart Type dropdown menu
Select and delete all predefined text on this field
Choose one of the existing Custom Chart JSON Templates
Click on Add Custom Chart Type
Under Name, enter the name of your new Custom Chart
Click the Add button
Click on Save on Add Custom Chart Type
Click Save on Edit Chart JSON
Click on Refresh Preview
Once you are done with your changes, click Save
Moving forward, you will be able to find the new Custom Chart as part of your Chart Library
Edit a Custom Chart
In this example, we are going to change the background color of a Custom 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 you would like to edit
Select Custom Chart JSON from the Chart Type dropdown menu
Locate “backgroundColor” in the JSON file and update the RGBA code to "rgba(211, 211, 211)"
Click Save on Edit Chart JSON
Click on Refresh Preview
Once you are done with your changes, click Save
You will be able to view associated elements, you can easily navigate to the "Elements" tab while editing a custom chart. In that way, you can explore and manage various components that make up the chart. This allows for precise customization and adjustment of each Element to best suit their analytical needs.
How to Create a New Custom Chart from System Setup
Click on System Settings from the Control Panel
Select System setup
Click on Advanced & Custom Charts under Professional Features
Click on the Plus icon
Under Chart Format Name, enter the name of the new Custom Chart, in this example, “New Custom Chart”
From here you can use an existing Custom Chart JSON Template and customize it
You can also enter a Custom JSON Chart, you can use Highcharts to generate your chart.
For example, we are going to use:
{
"chart": {
"borderColor": "#008080",
"borderWidth": 2,
"type": "bar"
}
}
Click Save on Custom Chart Type
Once you are done with your changes, click Save
Editing a Custom Chart in System Setup
Click on System Settings from the Control Panel
Select System setup
Click on Advanced & Custom Charts under Professional Features
Locate the Custom Chart you want to edit
Click the edit Pencil icon
Edit the JSON file, in this example, we are going to change the Type to Line
Click Save on Custom Chart Type
Once you are done with your changes, click Save
Additional Elements Tab in Custom Charts Modal
Admins can now view elements associated with a custom chart type when editing it, enhancing transparency and informed decision-making.
View Associated Elements: When editing a custom chart type, an "Elements" tab displays all elements using that chart type, providing transparency and easy navigation to element detail pages.