Automate Calculations & Evaluations - Creating calculated series | Scribe

    Automate Calculations & Evaluations - Creating calculated series

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

    Adding a Calculation

    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, ‘% of tickets with direct route’.\ Double-click on the **Header** of the series you would like to add a calculation to, in this example, ‘Actual’.\ Navigate to the **Calculations tab**\ From the **Calculation type dropdown** **menu** select **Calculated Series**
    Note: Calculations will not populate for a period that is missing the necessary data. To learn how to create a series that adjusts for this and calculates even when the entered value is null, read the sections below.

    Types of Calculations

    Basic Variance

    Actual minus Target: How far ahead or behind are we on our Target? ClearPoint will calculate this for you.
    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 **Header** of the series you would like to add a calculation to, in this example, ‘Actual’.\ Navigate to the **Calculations tab**\ From the **Calculation Type dropdown menu** select **Calculated Series**\ Use **Series** to select **Actual** and click on the **Insert button**\ Insert the **Minus** **sign** with your keyboard or use the onscreen icons\ Use **Series** again to select **Target** and click on the **Insert button**\ Once you are done with your calculations, click **Save**

    Year/Quarter to Date Average/Sum

    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 **Header** of the series you would like to add a calculation to, in this example, ‘Actual’.\ Navigate to the **Calculations tab**\ From the **Calculation Type dropdown menu** select **Calculated Series**\ Use **Series** to select **Actual**\ From the **Aggregation dropdown menu** select **Calendar YTD Sum**\ Click on the **Insert button**\ Once you are done with your changes, click **Save**

    Percentages

    Users who have issues with percentage calculations usually run into the same issue: forgetting to multiply the end result by 100. See how these are constructed below.
    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 **Header** of the series you would like to add a calculation to, in this example, ‘Actual’.\ Navigate to the **Calculations tab**\ From the **Calculation Type dropdown menu** select **Calculated Series**\ Use **Series** to select **Actual**\ Click on the **Insert button**\ Insert the **Division sign** with your keyboard or use the onscreen icons\ Use **Series** to select **Target**\ Click on the **Insert button**\ Insert the **Multiplication sign** with your keyboard or use the onscreen icons\ Enter ‘100’ with your keyboard as we are working with Percentages\ Once you are done with your changes, click **Save**

    Absolute Value

    Want an absolute value? Just place your value inside of the ABS( ) tag. The list of tags can be found from the Function dropdown.
    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 **Header** of the series you would like to add a calculation to, in this example, ‘Actual’.\ Navigate to the **Calculations tab**\ From the **Calculation Type dropdown menu** select **Calculated Series**\ Use the **Function dropdown menu** to select **ABS( )**\ Insert the rest of your absolute value equation inside of the parentheses\ Use **Series** to select **Actual**\ Click on the **Insert button**\ Insert the **Minus** sign with your keyboard or use the onscreen icons\ Use **Series** to select **Target**\ Click on the **Insert button**\ Once you are done with your changes, click **Save**
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