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
New Feature Brief: Big Accounts Management Enhancements
ClearPoint Strategy has implemented several enhancements to improve the management of large accounts. These updates provide admins with greater control over default reports, custom charts, and usage tracking for various components within the system.
1. Deleting Default Reports
Admins and scorecard (SC) admins can now delete default reports, allowing for better customization to meet organizational needs. This functionality aligns with existing processes for deleting, hard-deleting, and undeleting non-default reports.
Delete Default Reports: Admins and SC admins can now delete default reports, with the same flow as deleting non-default reports. However, at least one report must remain per scorecard. Deleted default reports follow the same soft delete/undelete/hard delete flow as non-default reports, with ‘Show Deleted’ and ‘Undelete’ options available.
2. 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.
3. 'Last Updated' Reports for Scorecards, Elements, Custom Fields, and Briefing Book/HTML Export templates
Admins can generate 'last updated' usage reports for scorecards, elements, custom fields, briefing books, and HTML exports tracking activity and usage within the system. The generated report will be sent to their email and will be available in their Alert Inbox.
Scorecards and Elements: From the Manage Scorecards page, Admins can generate a usage report from the main split button dropdown. The report includes a sheet for all scorecards in an account and additional sheets for all the elements in each scorecard, aiding in activity and usage tracking.
The scorecards sheet includes the following fields: Scorecard ID, Scorecard Name, Archived, Last Edited, and Last Updated.
The Elements sheets for each scorecard includes the following fields: Element type, Element ID< Name, Scorecard ID, Scorecard Name, Last Edited, and Last Updated.
Custom Fields: In System Settings, Admins can generate a usage report for custom fields, accessible from the Custom Fields modal.
This report includes the following fields: Custom Field ID, Custom Field Name, Element Type, Scorecards, Field Type, Update/Edit mode, Archive setting, Last Edited, Last Updated, Detail Page Count, and Summary Report Count.
Briefing Books/HTML Reports: Admins can generate usage reports for Briefing Books (from the Briefing Books >> Templates page) and HTML Export Templates (from the HTML Exports >> Templates page).
Both reports include the following fields: Template ID, Template Name, Scorecard ID, Scorecard, Format, Created Date, Updated Date, Privacy settings, Owner, Last Run Date, and Run Count.
These enhancements are designed to streamline administrative processes, provide better insights, and offer more flexibility in managing large accounts within ClearPoint Strategy. By improving functionalities for deleting reports, viewing chart type usage, and generating detailed usage reports, ClearPoint Strategy ensures a more efficient and transparent experience for admins and SC admins.