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

- From the Control Panel click on **System Settings**
- Select **System Setup**
- Click on **Calculated Fields** under Professional Features

- Click on the **Plus icon**
- Under **Calculated Field Name**, enter the name of the new calculated field, in this example, ‘Percent of Target’.
- We are going to choose **Percentage** as the **Data Type**
  - If ‘Default’ is selected, the values for each measure will retain the data type for that measure.

- We are going to enter the following values in the Calculation field
  - In this example, we are going to start with opening a parenthesis using the operator buttons
  - Select **Actual** as the **Series** and **Current Period** as the **Aggregation**
  - Click on **Insert**
  - Use the operator buttons again to **Divide**

- We will continue with the rest of the calculation
  - Choose **Target** as the **Series** and **Current Period** as the **Aggregation**
  - Close the parenthesis and use the operator button to multiply by 100
  - The completed formula should look like this, ( \[Actual\]\[CurrentPeriod\] / \[Target\]\[CurrentPeriod\] ) \* 100

( [Actual][CurrentPeriod] / [Target][CurrentPeriod]) * 100

You can use the Test button to see how this calculated field would calculate for a particular measure.

- From the Control Panel click on **System Settings**
- Select **System Setup**
- Click on **Calculated Fields** under Professional Features
- Locate the **Calculated Field** you are going to be working with
- Click on the **edit Pencil icon**

- Click on the **Test button**
- Select a **Scorecard** from the dropdown menu
- Choose a **Period** using the dropdown menu
- Click on **Preview**
  - Preview will display up to 25 results from a scorecard for the calculation.
- Once you are done with your changes, click **Save**

Using the calculated field as a column in a Summary Report

- Select **Scorecards & Elements** from the Control Panel
- Choose **Manage Reports**
- Open **Measure Reports**
- Select the **Measure Report** you are going to be working with, in this example, ‘Percent Complete’.

- From the Detail Page click on the **edit Pencil icon**
- Navigate to the **Columns tab**
- Click on **Add Column**
- Locate the custom field and **mark the checkbox** next to it’s name
- Click **Save**
- Once you are done with your changes, click **Save**

ClearPoint Setup - Creating and using calculated fields

Creating the calculated field

Testing the calculated field

Using the calculated field as a column in a Summary Report