ClearPoint Setup – Creating and Using Calculated Fields

Calculated fields allow you to display calculated values—based on existing series data—as columns in summary views.

Fernando Montenegro
8 steps
16 seconds

Clearpointstrategy

Use calculated fields to create new metrics or ratios not directly stored in your data, such as **profit margins**, **ROI**, or **Percent of Target**.

Creating a Calculated Field

1. Click the **Settings** icon in the top-right corner of ClearPoint. 2. Select **Customizations**.

1. Navigate to the **Calculated Fields** tab. 2. Click the **Add** ( + ) button to open the configuration drawer.

## **Configure the new calculated field** 1. Enter a **Calculated Field Name** (e.g., *Percent of Target*). 2. Choose a **Data Type**: - **Percentage** for percent-based results - **Default** to inherit the data type of each measure 3. Build the calculation using the operator buttons and series selectors. ## **Example Formula: Percent of Target** To calculate `( Actual / Target ) * 100` for the Current Period: 1. Insert `(` using operator buttons. 2. Select **Actual** as the Series and **Current Period** as the Aggregation, then click **Insert**. 3. Choose the **Divide** operator. 4. Select **Target** as the Series and **Current Period** as the Aggregation, then click **Insert**. 5. Close the parenthesis and use the operator buttons to multiply by **100**. 6. Click **Save**. Your final formula should resemble: ``` ([Actual][CurrentPeriod] / [Target][CurrentPeriod]) * 100 ```

Edit a Calculated Field

1. Click the **Settings** icon in the top-right corner of ClearPoint. 2. Select **Customizations**.

1. Navigate to the **Calculated Fields** tab. 2. Click the **Kebab menu (⋮)** and select **Edit Custom Field**. 3. Choose a **Scorecard** and **Period**. 4. When finished, click **Save**.

Using a Calculated Field in a Summary Report

Calculated fields appear alongside other available fields when configuring report columns.

1. Navigate to **Reports** in the left navigation. 2. Navigate to the **Measures** report tab. 3. Click the **kebab menu (⋮)** and select **Edit Measure**. 4. Select the **Columns** tab. 5. Locate your calculated field and select it. 6. Click **Add Column**. 7. Click **Save**.

ClearPoint Setup – Creating and Using Calculated Fields

Calculated fields allow you to display calculated values—based on existing series data—as columns in summary views.

Fernando Montenegro
8 steps
16 seconds

Clearpointstrategy

Use calculated fields to create new metrics or ratios not directly stored in your data, such as **profit margins**, **ROI**, or **Percent of Target**.

Creating a Calculated Field

1. Click the **Settings** icon in the top-right corner of ClearPoint. 2. Select **Customizations**.

1. Navigate to the **Calculated Fields** tab. 2. Click the **Add** ( + ) button to open the configuration drawer.

Edit a Calculated Field

1. Click the **Settings** icon in the top-right corner of ClearPoint. 2. Select **Customizations**.

1. Navigate to the **Calculated Fields** tab. 2. Click the **Kebab menu (⋮)** and select **Edit Custom Field**. 3. Choose a **Scorecard** and **Period**. 4. When finished, click **Save**.

Using a Calculated Field in a Summary Report

Calculated fields appear alongside other available fields when configuring report columns.