Visualize Your Data - Chart Series Settings
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Chart series settings
General Options
2
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’.
3
Double-click on the **Chart field** to edit\ Navigate to the **Chart Series tab**\ Click the **edit Pencil icon** next to the series\ Using the **Shape** dropdown menu you can change the shape (e.g., Line, Bar, or Area)\ Use **Data Label Style** dropdown menu to choose (e.g., value, row label, or column label)\ You can choose a new color using the **Color** dropdown menu\ Once you are done with your changes, click **Save**
Options for ‘Line’ series only
4
Line series have some additional customization options that you can leverage when building that perfect chart.
5
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’.
6
Double-click on the **Chart field** to edit\ Navigate to the **Chart Series tab**\ Click the **edit Pencil icon** next to the series\ You can pick a new marker (e.g., diamond, circle, or none) using the **Marker dropdown menu**\ Change the line width using the **Line Width**\ Use the **Stroke dropdown** **menu** to change the stroke pattern \ Click **Refresh Preview** to see a preview of your changes\ Once you are done with your changes, click **Save**
Adding and ordering Chart Series
7
Many chart series can be displayed on the same chart. All you need to do is enable them and pick the order in which you would like them to display.
8
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’.
9
Double-click on the **Chart field** to edit\ Navigate to the **Chart Series tab**\ **Series** currently included will be highlighted in blue\ Click the **Plus icon** to add a Series or remove it by clicking the Remove icon\ Change the **Series** order by dragging and dropping to the desired place\ Once you are done with your changes, click **Save**
Visualize Your Data - Chart Series Settings
Fernando Montenegro
9 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Chart series settings
General Options
2
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’.
3
Double-click on the **Chart field** to edit\ Navigate to the **Chart Series tab**\ Click the **edit Pencil icon** next to the series\ Using the **Shape** dropdown menu you can change the shape (e.g., Line, Bar, or Area)\ Use **Data Label Style** dropdown menu to choose (e.g., value, row label, or column label)\ You can choose a new color using the **Color** dropdown menu\ Once you are done with your changes, click **Save**
Options for ‘Line’ series only
4
Line series have some additional customization options that you can leverage when building that perfect chart.
5
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’.
6
Double-click on the **Chart field** to edit\ Navigate to the **Chart Series tab**\ Click the **edit Pencil icon** next to the series\ You can pick a new marker (e.g., diamond, circle, or none) using the **Marker dropdown menu**\ Change the line width using the **Line Width**\ Use the **Stroke dropdown** **menu** to change the stroke pattern \ Click **Refresh Preview** to see a preview of your changes\ Once you are done with your changes, click **Save**
Adding and ordering Chart Series
7
Many chart series can be displayed on the same chart. All you need to do is enable them and pick the order in which you would like them to display.
8
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’.
9
Double-click on the **Chart field** to edit\ Navigate to the **Chart Series tab**\ **Series** currently included will be highlighted in blue\ Click the **Plus icon** to add a Series or remove it by clicking the Remove icon\ Change the **Series** order by dragging and dropping to the desired place\ Once you are done with your changes, click **Save**
