Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

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’.

Click on the **edit Pencil icon**\
Navigate to the **Series tab**\
Click on the **Plus icon**\
Under **Series Name**, enter the name of the new series, in this example, ‘Reference Series’.\
Navigate to the **Calculations tab**

From the **Calculation Type dropdown menu** select **Reference Series**\
From the **Element dropdown menu** select **Specific Element**\
Next select what **Scorecard** you would like to reference data from, in this example ‘Upward Airline Corporate’.\
Choose the **Element Type** you would like to reference data from, in this example ‘Initiative’.\
Select the specific **Element** you would like to reference data from, in this example ‘Create New HR hiring process’.\
In the **Reference Field dropdown**, choose the reference series that you would like to reference data from, in this example ‘Budget’.\
Once you are done with your configuration, click **Save**

Click "Reference Series
Element
Specific Element
Select Scorecard
Upward Airlines Corporate
Element Type
Select Element...
This field is required
Eleme..."

Reference Series
Element
Specific Element
Select Scorecard
Upward Airlines Corporate
Element Type
Select Element...
This field is required
Element
Select Measure...
This field is required
Reference Field

Evaluation Option
Use 'Actual' Evaluation
Show Deleted
Target
Actual
Evaluated
Element Evaluation
Variance
Calculated
Evaluated
% of Target
Calculated
Reference
Reference

Automate Calculations & Evaluations - Creating Reference Series

Create a Reference Series Calculation