ClearPoint Setup - Changing Default Series

- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Default Series and Charts** under Standard Features

- Click on the **Plus icon** - Under **Default Series Name**, enter the name of the new Default Series, for example, ‘Variance’. - Select a **Data Type** from the dropdown menu - By default the data type is Currency

- Use the first two checkboxes to **Hide series in summary reports** or **Hide series in summary reports and data tables**. - Use **Lock series for updaters** so that they cannot input data into the series.

- Navigate to the **Calculation tab** - In this example, we are going to use the following formula (Target - Actual) - You have the option to set a calculation for the series. - This will automatically apply to all new measures that are created. - Check out our Help Center article on [Creating Calculations](https://support.clearpointstrategy.com/en/articles/8483432-automate-calculations-evaluations-creating-calculated-series) for more information on getting this set up.

- Navigate to the **Evaluations tab** - Mark the checkbox next to **Use this series for overall element evaluation**, this criteria will automatically be an Evaluation Option for all new measures that are created. - In this example, the **evaluation criteria** will be when the Variance is Greater than or equal to 1 then its Above Plan - Take a look at our [Series Evaluations](https://support.clearpointstrategy.com/en/articles/8507253-automate-calculations-evaluations-setting-measure-evaluations) Help Center article (in the ‘Automatic measure evaluation’ section) for more specific instructions. - Once you are done with your changes, click **Save**

- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Default Series and Charts** under Standard Features

- Click the **edit Pencil icon** next to the Default Series you want to edit - In this example, we are going to change the **Data Type** to Currency - Once you are done with your changes, click **Save**

- From the Control Panel click on **System Settings** - Select **System Setup** - Click on **Default Series and Charts** under Standard Features

- Click on the **three dots icon** next to the Default Series you want to Delete - Select **Delete Default Series** - Confirm you wish to delete the Default Series by clicking the **Delete red button**