ClearPoint Setup - Creating and using calculated fields
Fernando Montenegro
10 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating the calculated field
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Calculated Fields** under Professional Features
3
- Click on the **Plus icon** - Under **Calculated Field Name**, enter the name of the new calculated field, in this example, ‘Percent of Target’. - We are going to choose **Percentage** as the **Data Type** - If ‘Default’ is selected, the values for each measure will retain the data type for that measure.
4
- We are going to enter the following values in the Calculation field - In this example, we are going to start with opening a parenthesis using the operator buttons - Select **Actual** as the **Series** and **Current Period** as the **Aggregation** - Click on **Insert** - Use the operator buttons again to **Divide**
5
- We will continue with the rest of the calculation - Choose **Target** as the **Series** and **Current Period** as the **Aggregation** - Close the parenthesis and use the operator button to multiply by 100 - The completed formula should look like this, ( \[Actual\]\[CurrentPeriod\] / \[Target\]\[CurrentPeriod\] ) \* 100
Testing the calculated field
6
You can use the Test button to see how this calculated field would calculate for a particular measure.
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Calculated Fields** under Professional Features - Locate the **Calculated Field** you are going to be working with - Click on the **edit Pencil icon**
8
- Click on the **Test button** - Select a **Scorecard** from the dropdown menu - Choose a **Period** using the dropdown menu - Click on **Preview** - Preview will display up to 25 results from a scorecard for the calculation. - Once you are done with your changes, click **Save**
Using the calculated field as a column in a Summary Report
9
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Select the **Measure Report** you are going to be working with, in this example, ‘Percent Complete’.
10
- From the Detail Page click on the **edit Pencil icon** - Navigate to the **Columns tab** - Click on **Add Column** - Locate the custom field and **mark the checkbox** next to it’s name - Click **Save** - Once you are done with your changes, click **Save**
ClearPoint Setup - Creating and using calculated fields
Fernando Montenegro
10 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Creating the calculated field
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Calculated Fields** under Professional Features
3
- Click on the **Plus icon** - Under **Calculated Field Name**, enter the name of the new calculated field, in this example, ‘Percent of Target’. - We are going to choose **Percentage** as the **Data Type** - If ‘Default’ is selected, the values for each measure will retain the data type for that measure.
4
- We are going to enter the following values in the Calculation field - In this example, we are going to start with opening a parenthesis using the operator buttons - Select **Actual** as the **Series** and **Current Period** as the **Aggregation** - Click on **Insert** - Use the operator buttons again to **Divide**
5
- We will continue with the rest of the calculation - Choose **Target** as the **Series** and **Current Period** as the **Aggregation** - Close the parenthesis and use the operator button to multiply by 100 - The completed formula should look like this, ( \[Actual\]\[CurrentPeriod\] / \[Target\]\[CurrentPeriod\] ) \* 100
Testing the calculated field
6
You can use the Test button to see how this calculated field would calculate for a particular measure.
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Calculated Fields** under Professional Features - Locate the **Calculated Field** you are going to be working with - Click on the **edit Pencil icon**
8
- Click on the **Test button** - Select a **Scorecard** from the dropdown menu - Choose a **Period** using the dropdown menu - Click on **Preview** - Preview will display up to 25 results from a scorecard for the calculation. - Once you are done with your changes, click **Save**
Using the calculated field as a column in a Summary Report
9
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports** - Select the **Measure Report** you are going to be working with, in this example, ‘Percent Complete’.
10
- From the Detail Page click on the **edit Pencil icon** - Navigate to the **Columns tab** - Click on **Add Column** - Locate the custom field and **mark the checkbox** next to it’s name - Click **Save** - Once you are done with your changes, click **Save**
