Getting Started Guide - Managing Data | Scribe

    Getting Started Guide - Managing Data

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

    Measure Data

    Data is stored in the **Measure Data table**. In the **Period** column you will see a list of reporting periods. These periods are determined by the measures reporting frequency allowing us to track data over time. Each column header in the data table represents a measure series. Measure series allow you to track different quantitative data within a measure. The measure data table works similarly to Excel, double-clicking to add in data by entering values or copy and paste data from another source. Navigate between cells using keyboard shortcuts like Tab and Enter, the arrow keys or your mouse.
    From your Control Panel click on Elements\ Select Measures\ Choose the measure you are going to be working with
    Click on the Measure Data table\ Double-click on the field you would like to edit\ Enter data, in this example, ‘$2,050.00.'\ Click Save

    Adding and Editing measures

    By default new measures come with two series, Actual and Target, however you can Edit this series or easily add new series to the Data table. Data type controls the number format. For example, Integer means that the series will display data without a decimal place while currency will display your account's default currency symbol.
    To edit an existing series Double-click the Series name on the Column header\ In the Edit window you can make changes to the series name or the data type
    Control the visibility of this series Hide series in Summary Reports and Data Tables\ Hide series in Summary Report
    To Add a new measure series Double-click on the data table\ Click on the Add series button\ Under Name enter your new series name, for example, ‘Actual YTD.’\ Select the Data Type from the dropdown menu

    Calculations

    Add Calculations to new or existing Measure series to help you save time in the reporting process.
    Double-click on the Series\ Navigate to the Calculations Tab\ Choose a Calculation type from the dropdown menu\ Choose Calculated series to build a custom calculation using existing data in your account.\ Use the dropdown menus to reference series data and other measures and even other scorecards.\ The Aggregation dropdown menu allows you to choose a time period for the calculation, you can choose current, other periods or fiscal year to date calculations.
    Click the Insert button to add the reference data to your calculation\ You can also include addition, division and parentheses icons or use the keys on your keyboard to build your calculation further. \ Click the Test button to preview your calculation with existing data and make sure it's working as expected.
    When you save your calculation you will see that data is automatically populated into the measured series, you won’t be able to enter data over a calculation to protect your data from unwanted changes.

    Evaluations

    By default measures are manually evaluated meaning the status can be manually selected from the data table. Because measures track quantitative data, you can also use measures series to define evaluation criteria and automatically assign status indicators to your measure. This helps save time in the reporting process and provides a more objective evaluation of performance. To automatically evaluate a measure you first need to define an evaluation criteria.
    Double-click on a Measure series you would like to define criteria for\ Navigate to the Evaluations tab\ Establish the Evaluation Criteria for each status indicator\ Check Use this series for overall element evaluation to set this evaluation criteria for the overall measure.
    This example shows that if: The ‘Actual’ is greater than or equal to the ‘Target’, it will evaluate as Green or Above Target The ‘Actual’ is 80% or higher of the ‘Target’ value, it will evaluate as Yellow or Caution If the ‘Actual’ is lower than 80% of the ‘Target’, it will evaluate as Red or Below plan

    Data Loader

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