Automate Calculations & Evaluations - Creating Reference Series
Fernando Montenegro
4 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Create a Reference Series Calculation
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
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**
4
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**
Automate Calculations & Evaluations - Creating Reference Series
Fernando Montenegro
4 steps
2 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Create a Reference Series Calculation
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
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**
4
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**
