Getting Started Guide – Managing Data
This article explains how to manage and update measure data in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Measures are designed to track performance data over time, calculate results, set evaluation criteria, and create visualizations.\ Well-defined measures help determine progress toward your organization’s objectives and strategic goals.
Measure Data
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Measure data is stored in the **Data Table**. - The **Period** column lists reporting periods determined by the measure’s reporting frequency. - Each column header represents a **Measure Series**—such as *Actual* or *Target*—which tracks specific data values over time.
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You can add, edit, or paste data directly in the table, similar to working in Excel. 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 edit. 4. Scroll to the **Data Table** card. 5. Double-click the cell you want to edit.
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1. Enter your value. 2. Click **Save**.
Adding and Editing Series
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New measures automatically include two default series—**Actual** and **Target**. You can rename these or add additional series as needed.
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**Add a New Series** 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 edit. 4. Click the **kebab menu (⋮)** and select **Edit Element**.
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1. Click the **Add Series** button in the Series tab. 2. Enter a **Series Name** (e.g., “YTD”). 3. Select a **Data Type** from the dropdown menu. 4. Click **Save**.
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**Edit a Series** 1. Locate the **Edit Series** drawer. 2. Click the **kebab menu (⋮)** and select **Edit Series**. 3. Update the **Name** or **Data Type** (e.g., Integer, Decimal, or Currency). 4. Use visibility toggles to hide the series in Summary Reports or Data Tables. 5. Click **Save**.
Calculations
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You can add **calculated series** to automate data calculations.
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1. Locate the **Edit Series** drawer. 2. Click the **kebab menu (⋮)** and select **Edit Series**. 3. Navigate to the **Calculation** tab. 4. The **AI Assist** button will help you analyze the available data and will propose a use case and a formula. 1. You can always proceed manually with the calculations. 5. Click **Save**. Once saved, calculated data automatically populates and cannot be manually edited to ensure data integrity.
Evaluations
11
Evaluations determine how a measure’s status (e.g., Green, Yellow, Red) is automatically assigned based on defined criteria.
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1. Locate the **Edit Series** drawer. 2. Click the **kebab menu (⋮)** and select **Edit Series**. 3. Navigate to the **Evaluation** tab. 4. The **AI Assist** button will help you analyze the available data and will propose a use case and an evaluation. 1. You can always proceed manually with the evaluation. 5. Click **Save**.
Getting Started Guide – Managing Data
This article explains how to manage and update measure data in ClearPoint.
Fernando Montenegro
12 steps
24 seconds
Clearpointstrategy
1
Measures are designed to track performance data over time, calculate results, set evaluation criteria, and create visualizations.\ Well-defined measures help determine progress toward your organization’s objectives and strategic goals.
Measure Data
2
Measure data is stored in the **Data Table**. - The **Period** column lists reporting periods determined by the measure’s reporting frequency. - Each column header represents a **Measure Series**—such as *Actual* or *Target*—which tracks specific data values over time.
3
You can add, edit, or paste data directly in the table, similar to working in Excel. 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 edit. 4. Scroll to the **Data Table** card. 5. Double-click the cell you want to edit.
4
1. Enter your value. 2. Click **Save**.
Adding and Editing Series
5
New measures automatically include two default series—**Actual** and **Target**. You can rename these or add additional series as needed.
6
**Add a New Series** 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 edit. 4. Click the **kebab menu (⋮)** and select **Edit Element**.
7
1. Click the **Add Series** button in the Series tab. 2. Enter a **Series Name** (e.g., “YTD”). 3. Select a **Data Type** from the dropdown menu. 4. Click **Save**.
8
**Edit a Series** 1. Locate the **Edit Series** drawer. 2. Click the **kebab menu (⋮)** and select **Edit Series**. 3. Update the **Name** or **Data Type** (e.g., Integer, Decimal, or Currency). 4. Use visibility toggles to hide the series in Summary Reports or Data Tables. 5. Click **Save**.
Calculations
9
You can add **calculated series** to automate data calculations.
10
1. Locate the **Edit Series** drawer. 2. Click the **kebab menu (⋮)** and select **Edit Series**. 3. Navigate to the **Calculation** tab. 4. The **AI Assist** button will help you analyze the available data and will propose a use case and a formula. 1. You can always proceed manually with the calculations. 5. Click **Save**. Once saved, calculated data automatically populates and cannot be manually edited to ensure data integrity.
Evaluations
11
Evaluations determine how a measure’s status (e.g., Green, Yellow, Red) is automatically assigned based on defined criteria.
12
1. Locate the **Edit Series** drawer. 2. Click the **kebab menu (⋮)** and select **Edit Series**. 3. Navigate to the **Evaluation** tab. 4. The **AI Assist** button will help you analyze the available data and will propose a use case and an evaluation. 1. You can always proceed manually with the evaluation. 5. Click **Save**.
