Getting Started Guide – Charting Your Data
This article explains how to create and customize charts in ClearPoint.
Fernando Montenegro
14 steps
28 seconds
Clearpointstrategy
1
Charts are visual representations of your measure data, helping you analyze performance trends and communicate insights clearly.
Edit an Existing Chart
2
1. From your Control Panel, click the chevron (>) next to **Elements**. 2. Click the chevron (>) next to **Measures**. 3. Select the measure you want to work with. 4. Click the **kebab menu (⋮)** to select **Edit Element**.
3
1. Navigate to the **Charts** tab. 2. Click the **kebab menu (⋮)** to select **Edit Chart**.
4
1. In the **Chart** tab you will find options to modify your chart. 1. Adjust other display options such as **Show Legend**, **Legend Position**, and **Chart Size**. 2. Click **Save**.
Chart Series
5
The **Series** tab lets you choose which data series appear on your chart.
6
**To create a new Chart Series**. 1. In the **Charts** tab, open the chart you want to update. 2. Click the **Series** tab.
7
1. Click the **Add Charts Series (+)**. 2. Use the dropdown menu to select a **Chart Series**. 3. Click **Save**.
8
**To edit an existing Chart Series**. 1. Click the **kebab menu (⋮)** to select **Edit Chart Series**. 2. On this area you can edit a series’ attributes (e.g., color, data labels, or shape). 3. Click **Save**.
Chart Periods
9
Control which reporting periods appear on your chart to focus on the most relevant time frames.
10
1. In the **Charts** tab, open the chart you want to edit. 2. Click the **X-Axis.** 3. Use the **Date Range** dropdown to adjust the visible reporting periods. 4. The chart uses the measure’s default **Reporting Frequency**, but you can select another cadence (e.g., show quarterly data for a monthly measure). 5. Click **Save**.
Add a New Chart
11
You can add multiple charts to a single measure to visualize different perspectives of the data.
12
1. In the **Charts** tab, click **Add Chart** **(+)**. 2. Enter a **Chart Name** (e.g., “Target Comparison”). 3. Select a **Chart Type** from the dropdown. 4. Click **Save**.
Display the Chart on the Detail Page
13
After creating a chart, you can add it to your measure’s detail layout. 1. Click the **kebab menu (⋮)**. 2. Select **Edit Layout**.
14
1. Find your new chart in the list. 2. **Drag and drop** the chart onto your layout. 3. Click **Save.**
Getting Started Guide – Charting Your Data
This article explains how to create and customize charts in ClearPoint.
Fernando Montenegro
14 steps
28 seconds
Clearpointstrategy
1
Charts are visual representations of your measure data, helping you analyze performance trends and communicate insights clearly.
Edit an Existing Chart
2
1. From your Control Panel, click the chevron (>) next to **Elements**. 2. Click the chevron (>) next to **Measures**. 3. Select the measure you want to work with. 4. Click the **kebab menu (⋮)** to select **Edit Element**.
3
1. Navigate to the **Charts** tab. 2. Click the **kebab menu (⋮)** to select **Edit Chart**.
4
1. In the **Chart** tab you will find options to modify your chart. 1. Adjust other display options such as **Show Legend**, **Legend Position**, and **Chart Size**. 2. Click **Save**.
Chart Series
5
The **Series** tab lets you choose which data series appear on your chart.
6
**To create a new Chart Series**. 1. In the **Charts** tab, open the chart you want to update. 2. Click the **Series** tab.
7
1. Click the **Add Charts Series (+)**. 2. Use the dropdown menu to select a **Chart Series**. 3. Click **Save**.
8
**To edit an existing Chart Series**. 1. Click the **kebab menu (⋮)** to select **Edit Chart Series**. 2. On this area you can edit a series’ attributes (e.g., color, data labels, or shape). 3. Click **Save**.
Chart Periods
9
Control which reporting periods appear on your chart to focus on the most relevant time frames.
10
1. In the **Charts** tab, open the chart you want to edit. 2. Click the **X-Axis.** 3. Use the **Date Range** dropdown to adjust the visible reporting periods. 4. The chart uses the measure’s default **Reporting Frequency**, but you can select another cadence (e.g., show quarterly data for a monthly measure). 5. Click **Save**.
Add a New Chart
11
You can add multiple charts to a single measure to visualize different perspectives of the data.
12
1. In the **Charts** tab, click **Add Chart** **(+)**. 2. Enter a **Chart Name** (e.g., “Target Comparison”). 3. Select a **Chart Type** from the dropdown. 4. Click **Save**.
Display the Chart on the Detail Page
13
After creating a chart, you can add it to your measure’s detail layout. 1. Click the **kebab menu (⋮)**. 2. Select **Edit Layout**.
14
1. Find your new chart in the list. 2. **Drag and drop** the chart onto your layout. 3. Click **Save.**
