Automate Calculations & Evaluations - Creating aggregate Series Calculations | Scribe

    Automate Calculations & Evaluations - Creating aggregate Series Calculations

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Create an Aggregate Series Calculation

    To create an aggregate series calculation you'll want to add a new series or edit an existing series.
    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’.
    Double-click on the **Measure Data table**\ Click on **Add New Series**\ Under **Series Name**, enter the name of the new series, in this example, ‘Aggregate Series’.\ Navigate to the **Calculations tab**
    From the **Calculation type dropdown** menu select **Aggregate Series**\ Select the **Scorecards** you would like to include in the aggregation. You can include all Scorecards, your current Scorecard, Child scorecards, Specific scorecards, or filter by tag.\ Select the **Aggregate Element** from the dropdown menu\ Select **Measures** from the dropdown menu\ In this example we are going to select **Series name contains** from **Series Name Match Type**\ Enter the **Series Name**, in this example, ‘Actual’.\ Select the **Aggregate Type**, SUM, Count, Average (Mean) or, Standard Deviation\ You can also choose to **Ignore blank values** or **Treat blank values as zeros**\ Once you are done with your configuration, click **Save**
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