Getting Started Guide - Charting Your Data
Fernando Montenegro
16 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
How to create Charts in ClearPoint
2
Charts are data visualizations that live in the Measure Element, when you add new data to a Measure Data Table, your charts will automatically populate with the new information. New Measures automatically come with a chart, you can edit the existing chart and also add more charts to the Measure.
3
From your Control Panel click on Elements\ Select Measures\ Choose the measure you are going to be working with
4
To Edit an existing chart Double-click anywhere on the Chart\ From the Chart Edit window \ Choose a different Chart type from the dropdown menu\ Click Refresh Preview button to view any changes in the chart preview
5
We have 9 categories of Default Charts to choose from Each category has several different variations giving you 30 standard charts
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The Show Legend dropdown lets you control visibility\ Select Legend Position allows you to control the position\ Use the Chart size dropdown to make your chart bigger or smaller
Chart Series
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Navigate to the Chart Series tab \ You can Add, Edit or Remove series from a chart \ Click on the Plus icon next to the series name to add that series to the chart or Click the X icon to remove the series.
8
Click the Pencil icon to Edit Attributes of the series displayed on a chart. \ You can change things like the series Color or whether it should display Data Labels.\ Click Save
Chart Periods
9
Navigate to the Chart Periods tab\ You can control which periods or data are displayed on the chart\ \ The Chart Date Range dropdown controls which periods are shown on the chart\ This can be helpful for limiting a chart for only the most recent and therefore more relevant periods.\ \ The Reporting Frequency is set to use the Measure reporting frequency by default \ However you can choose another reporting frequency from the dropdown menu to display a different reporting cadence on the chart.\ Click Save to see it update on the detail page
10
For example, you may have a monthly measure but want to build a quarterly chart using the same data.
Add a Chart Series
11
If you have multiple Measures Series, you may want to consider adding another chart to your Measure Detail page, splitting the data into more than one chart can help others better understand the narrative around the measure.
12
To Add more charts to your Measure
13
Click the Edit Pencil\ Navigate to the Charts tab\ Click the Plus icon to add a new chart\ Under Chart Name, enter the new chart name, for example, ‘Target.’\ Select the Chart Type
14
Navigate to the Chart Series\ Click the Plus icon to add the recently created Chart
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To add a new Chart to the Measure Detail page
16
Click the dropdown arrow to the right of the Edit pencil\ Select Edit Layout\ Find your new chart on the left hand side\ Click the Plus icon or drag and drop to add the chart to the details page.
Getting Started Guide - Charting Your Data
Fernando Montenegro
16 steps
3 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
How to create Charts in ClearPoint
2
Charts are data visualizations that live in the Measure Element, when you add new data to a Measure Data Table, your charts will automatically populate with the new information. New Measures automatically come with a chart, you can edit the existing chart and also add more charts to the Measure.
3
From your Control Panel click on Elements\ Select Measures\ Choose the measure you are going to be working with
4
To Edit an existing chart Double-click anywhere on the Chart\ From the Chart Edit window \ Choose a different Chart type from the dropdown menu\ Click Refresh Preview button to view any changes in the chart preview
5
We have 9 categories of Default Charts to choose from Each category has several different variations giving you 30 standard charts
6
The Show Legend dropdown lets you control visibility\ Select Legend Position allows you to control the position\ Use the Chart size dropdown to make your chart bigger or smaller
Chart Series
7
Navigate to the Chart Series tab \ You can Add, Edit or Remove series from a chart \ Click on the Plus icon next to the series name to add that series to the chart or Click the X icon to remove the series.
8
Click the Pencil icon to Edit Attributes of the series displayed on a chart. \ You can change things like the series Color or whether it should display Data Labels.\ Click Save
Chart Periods
9
Navigate to the Chart Periods tab\ You can control which periods or data are displayed on the chart\ \ The Chart Date Range dropdown controls which periods are shown on the chart\ This can be helpful for limiting a chart for only the most recent and therefore more relevant periods.\ \ The Reporting Frequency is set to use the Measure reporting frequency by default \ However you can choose another reporting frequency from the dropdown menu to display a different reporting cadence on the chart.\ Click Save to see it update on the detail page
10
For example, you may have a monthly measure but want to build a quarterly chart using the same data.
Add a Chart Series
11
If you have multiple Measures Series, you may want to consider adding another chart to your Measure Detail page, splitting the data into more than one chart can help others better understand the narrative around the measure.
12
To Add more charts to your Measure
13
Click the Edit Pencil\ Navigate to the Charts tab\ Click the Plus icon to add a new chart\ Under Chart Name, enter the new chart name, for example, ‘Target.’\ Select the Chart Type
14
Navigate to the Chart Series\ Click the Plus icon to add the recently created Chart
15
To add a new Chart to the Measure Detail page
16
Click the dropdown arrow to the right of the Edit pencil\ Select Edit Layout\ Find your new chart on the left hand side\ Click the Plus icon or drag and drop to add the chart to the details page.
