ClearPoint Setup - Tagging
Fernando Montenegro
23 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add a Tag
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click **Tags** under Enterprise Features
3
- Click the **Plus icon** to create a new tag - Under **Tag Name**, enter the name of the new tag, in this example, ‘Financial Metrics’. - Choose a **Tag Color**, you can also enter the color hex code - Once you are done with your changes, click **Save**
Edit a Tag
4
- From the Control Panel click on **System Settings** - Select **System Setup** - Click **Tags** under Enterprise Features
5
- Click the **edit Pencil icon** next to the Tag you want to edit - In the **Edit Tag tab** you can edit the **Tag Name** and the **Tag Color** - Once you are done with your changes, click **Save**
Applying Tags to Elements
6
Once you have added a tag, you can apply it to any element in your account including Scorecards, Objectives, Measures, Initiatives, Milestones, Action items, Risks, Series, or Charts.
Applying Tags to Elements from Admin Options
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click **Tags** under Enterprise Features
8
- Navigate to the **View / Map Elements tab** - Use the **Search bar** to find specific elements or **Filter** by scorecard or element type to make selecting the elements to tag even easier. - Once you have located the elements to tag, simply click the **Link icon** and apply the corresponding **tags** - Once you are done with your changes, click **Save**
9
- You can also tag multiple elements at once by marking the **checkbox** next to the elements and clicking the **Plus icon** - From here you can apply the **tags** to the elements you have previously selected - Once you are done with your changes, click **Save**
Applying Tags to Elements from the Detail Page
10
Users that are Editors and above can edit any element and add a tag that has been added from Admin Options.
11
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
12
- Locate the **Measure** you are going to be working with, in this example, ‘Revenue’ - Click on the **edit Pencil icon** - Navigate to the **Edit Fields tab**
13
- Assign a **Tag** from the dropdown menu - Once you are done with your changes, click **Save**
Filtering Summary Reports by Tags
14
In this example, we are going to create a filter on a Summary Report that contains the Tag ‘Financials’.
15
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports**
16
- Locate the **Measure Report** you are going to be working with, in this example, ‘Summary Report’ - Click on the **edit Pencil icon** - Navigate to the **Filter tab** - Click on **Add Filter**
17
- Select **Measure** as the Element - Find **Tags** under the **Field dropdown menu** - The **Comparison** will be set to **Contains** - Choose the **Tag** from the **Value dropdown menu** - Click **Save** on the Edit Filter window
18
- You will find the newly created filter under **Filters** - Once you are done with your changes, click **Save**
Creating Aggregate Calculations by Tags
19
Aggregate series and aggregate status calculations can be used to sum up series data or element statuses across your account. These elements included in these calculations can be filtered by element name. However, if you need to aggregate elements that do not have similar naming structures, tags can help you group and filter! We recommend you check the following Help Center articles, [Aggregate Series](https://support.clearpointstrategy.com/en/articles/8497742-automate-calculations-evaluations-creating-aggregate-series-calculations) and [Aggregate Status](https://support.clearpointstrategy.com/en/articles/8498545-automate-calculations-evaluations-creating-aggregate-status-calculations).
20
- 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’.
21
- Double-click on the **Measure Data table** - Click on the **Add Series button** - Under **Series Name**, enter the name of the new series, in this example, ‘Financial Series’.
22
- Navigate to the **Calculation tab** - You will be prompted to **Save** - Select **Aggregate Status** from the **Calculation Type dropdown menu**
23
- In this example, we are going to select - **Elements in All Scorecards** - **Measure** as the Element Type - **Measures tagged with** under Select Measures - Select the appropriate **Tag** from the dropdown menu - Choose a **Status indicator** - Once you are done with your changes, click **Save**
ClearPoint Setup - Tagging
Fernando Montenegro
23 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Add a Tag
2
- From the Control Panel click on **System Settings** - Select **System Setup** - Click **Tags** under Enterprise Features
3
- Click the **Plus icon** to create a new tag - Under **Tag Name**, enter the name of the new tag, in this example, ‘Financial Metrics’. - Choose a **Tag Color**, you can also enter the color hex code - Once you are done with your changes, click **Save**
Edit a Tag
4
- From the Control Panel click on **System Settings** - Select **System Setup** - Click **Tags** under Enterprise Features
5
- Click the **edit Pencil icon** next to the Tag you want to edit - In the **Edit Tag tab** you can edit the **Tag Name** and the **Tag Color** - Once you are done with your changes, click **Save**
Applying Tags to Elements
6
Once you have added a tag, you can apply it to any element in your account including Scorecards, Objectives, Measures, Initiatives, Milestones, Action items, Risks, Series, or Charts.
Applying Tags to Elements from Admin Options
7
- From the Control Panel click on **System Settings** - Select **System Setup** - Click **Tags** under Enterprise Features
8
- Navigate to the **View / Map Elements tab** - Use the **Search bar** to find specific elements or **Filter** by scorecard or element type to make selecting the elements to tag even easier. - Once you have located the elements to tag, simply click the **Link icon** and apply the corresponding **tags** - Once you are done with your changes, click **Save**
9
- You can also tag multiple elements at once by marking the **checkbox** next to the elements and clicking the **Plus icon** - From here you can apply the **tags** to the elements you have previously selected - Once you are done with your changes, click **Save**
Applying Tags to Elements from the Detail Page
10
Users that are Editors and above can edit any element and add a tag that has been added from Admin Options.
11
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures**
12
- Locate the **Measure** you are going to be working with, in this example, ‘Revenue’ - Click on the **edit Pencil icon** - Navigate to the **Edit Fields tab**
13
- Assign a **Tag** from the dropdown menu - Once you are done with your changes, click **Save**
Filtering Summary Reports by Tags
14
In this example, we are going to create a filter on a Summary Report that contains the Tag ‘Financials’.
15
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Measure Reports**
16
- Locate the **Measure Report** you are going to be working with, in this example, ‘Summary Report’ - Click on the **edit Pencil icon** - Navigate to the **Filter tab** - Click on **Add Filter**
17
- Select **Measure** as the Element - Find **Tags** under the **Field dropdown menu** - The **Comparison** will be set to **Contains** - Choose the **Tag** from the **Value dropdown menu** - Click **Save** on the Edit Filter window
18
- You will find the newly created filter under **Filters** - Once you are done with your changes, click **Save**
Creating Aggregate Calculations by Tags
19
Aggregate series and aggregate status calculations can be used to sum up series data or element statuses across your account. These elements included in these calculations can be filtered by element name. However, if you need to aggregate elements that do not have similar naming structures, tags can help you group and filter! We recommend you check the following Help Center articles, [Aggregate Series](https://support.clearpointstrategy.com/en/articles/8497742-automate-calculations-evaluations-creating-aggregate-series-calculations) and [Aggregate Status](https://support.clearpointstrategy.com/en/articles/8498545-automate-calculations-evaluations-creating-aggregate-status-calculations).
20
- 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’.
21
- Double-click on the **Measure Data table** - Click on the **Add Series button** - Under **Series Name**, enter the name of the new series, in this example, ‘Financial Series’.
22
- Navigate to the **Calculation tab** - You will be prompted to **Save** - Select **Aggregate Status** from the **Calculation Type dropdown menu**
23
- In this example, we are going to select - **Elements in All Scorecards** - **Measure** as the Element Type - **Measures tagged with** under Select Measures - Select the appropriate **Tag** from the dropdown menu - Choose a **Status indicator** - Once you are done with your changes, click **Save**
