Measure Libraries - Adding Peer Data from the Measure Library
Fernando Montenegro
25 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Prerequisites
2
The Measure Library will be enabled for your account by our support team, please contact us at [support@clearpointstrategy.com](mailto:support@clearpointstrategy.com) to request access.
Previewing Measures
3
- From the Control Panel click on **Automation** - Click on **Measure Library** under Data Integrations
4
- Use the **Search Measure Library** to search for a specific Measure - Alternatively, you can use the **dropdown arrow** to the left of the search bar and use the **dropdown menus** to filter the Measures.
5
- Once you have located the desired Peer Measure, click on it to see a Preview
6
- On the **Charts tab**, you can view the graphical data associated with the shared measure
7
- The Measure Data Grid allows you to view the shared measure series and data
8
- The **Measure Definition** provides greater insight into what the measure is tracking and how from the contributing organization
9
- The **Contact Information** is available if you would like to ask further questions or network with the contributor of the measure.
10
- Once you have determined that this is the Measure you want to include in your account, click on **Add to My Account**
Adding a shared Measure to your account
11
We recommend you check the previous steps if you haven’t already.
12
- When you click **Add to My Account**, a new smaller window will open. - Click on the **Destination Scorecard** dropdown menu to select which Scorecard the shared Measure will live in once it has been added to your account.
13
- Click the radio button next to **Add as a new Measure** - You can give the Measure a custom name, though by default it will be the \[name of the contributing organization\] – \[the original measure name\]
14
- You also have the option to link the measure to an Objective in your account, by default it will be set to **Not Linked** - Click the **check box** next to the **shared Series** you would like to include. - You can give the series a custom name here - Once you are done with your configuration, click **Add to My Account**
15
You will then be prompted to view the Measure in your account. The measure will exist in your account with the shared Series you selected grayed out in the Measure Data table. This means that the series is a calculated series that is automatically populated with data from the selected peer organization’s ClearPoint account. You can then add additional series with your own data or edit the Measure however you would like from within your account.
Adding shared series to an existing Measure in your account
Adding from the Measure Library
16
- When you click **Add to My Account**, a new smaller window will open. - Click on the **Destination Scorecard** dropdown menu to select which Scorecard the shared Measure will live in once it has been added to your account.
17
- Click the radio button next to Add series to existing Measure - Select an existing Measure from your account using the dropdown menu
18
- Click the **check box** next to the series you would like to include under **Series to Add** - You can give the series a custom name - Once you are done with your configuration, click **Add to My Account**
19
You will then be prompted to view the Measure in your account. If you scroll down to the data table, the shared series you selected to include will be grayed out in the Measure Data table. This means that the series is a calculated series that is automatically populated with data from the selected peer organization’s ClearPoint account. If you would like to include the newly added shared series to your chart for benchmarking, you can do so in the same way you would normally include additional series in a chart. See our help article on [Adding and ordering chart series](https://support.clearpointstrategy.com/en/articles/8475367-visualize-your-data-add-and-edit-charts) for more information.
Adding from a Measure Detail Page
20
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Locate the Measure you are going to be working with, in this example, ‘Revenue’.
21
- Click on the **edit Pencil icon** - Navigate to the **Series tab** - Click on the **Plus icon** - Enter the name of the new **Measure**, it should probably include some indication of which peer organization you plan to pull data from.
22
- Make sure that the Data Type matches the other series in the Measure, as well as the Peer Data that you plan to include. - Navigate to the Calculations tab
23
- Under **Calculation Type** select Shared Series - Select **Peer group** using the dropdown menu - Select the **Peer** that contributed the data you want to include
24
- Select the **Measure** from the dropdown menu - Select the **Measure Series** using the dropdown menu - Navigate to the **Peer Preview tab** - Once you are done with your configuration, click **Save**
25
If you scroll down to the data table, the shared series you selected to include will be grayed out in the Measure Data table. This means that the series is a calculated series that is automatically populating with data from the selected peer organization’s ClearPoint account.
Measure Libraries - Adding Peer Data from the Measure Library
Fernando Montenegro
25 steps
6 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Prerequisites
2
The Measure Library will be enabled for your account by our support team, please contact us at [support@clearpointstrategy.com](mailto:support@clearpointstrategy.com) to request access.
Previewing Measures
3
- From the Control Panel click on **Automation** - Click on **Measure Library** under Data Integrations
4
- Use the **Search Measure Library** to search for a specific Measure - Alternatively, you can use the **dropdown arrow** to the left of the search bar and use the **dropdown menus** to filter the Measures.
5
- Once you have located the desired Peer Measure, click on it to see a Preview
6
- On the **Charts tab**, you can view the graphical data associated with the shared measure
7
- The Measure Data Grid allows you to view the shared measure series and data
8
- The **Measure Definition** provides greater insight into what the measure is tracking and how from the contributing organization
9
- The **Contact Information** is available if you would like to ask further questions or network with the contributor of the measure.
10
- Once you have determined that this is the Measure you want to include in your account, click on **Add to My Account**
Adding a shared Measure to your account
11
We recommend you check the previous steps if you haven’t already.
12
- When you click **Add to My Account**, a new smaller window will open. - Click on the **Destination Scorecard** dropdown menu to select which Scorecard the shared Measure will live in once it has been added to your account.
13
- Click the radio button next to **Add as a new Measure** - You can give the Measure a custom name, though by default it will be the \[name of the contributing organization\] – \[the original measure name\]
14
- You also have the option to link the measure to an Objective in your account, by default it will be set to **Not Linked** - Click the **check box** next to the **shared Series** you would like to include. - You can give the series a custom name here - Once you are done with your configuration, click **Add to My Account**
15
You will then be prompted to view the Measure in your account. The measure will exist in your account with the shared Series you selected grayed out in the Measure Data table. This means that the series is a calculated series that is automatically populated with data from the selected peer organization’s ClearPoint account. You can then add additional series with your own data or edit the Measure however you would like from within your account.
Adding shared series to an existing Measure in your account
Adding from the Measure Library
16
- When you click **Add to My Account**, a new smaller window will open. - Click on the **Destination Scorecard** dropdown menu to select which Scorecard the shared Measure will live in once it has been added to your account.
17
- Click the radio button next to Add series to existing Measure - Select an existing Measure from your account using the dropdown menu
18
- Click the **check box** next to the series you would like to include under **Series to Add** - You can give the series a custom name - Once you are done with your configuration, click **Add to My Account**
19
You will then be prompted to view the Measure in your account. If you scroll down to the data table, the shared series you selected to include will be grayed out in the Measure Data table. This means that the series is a calculated series that is automatically populated with data from the selected peer organization’s ClearPoint account. If you would like to include the newly added shared series to your chart for benchmarking, you can do so in the same way you would normally include additional series in a chart. See our help article on [Adding and ordering chart series](https://support.clearpointstrategy.com/en/articles/8475367-visualize-your-data-add-and-edit-charts) for more information.
Adding from a Measure Detail Page
20
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Elements** - Open **Measures** - Locate the Measure you are going to be working with, in this example, ‘Revenue’.
21
- Click on the **edit Pencil icon** - Navigate to the **Series tab** - Click on the **Plus icon** - Enter the name of the new **Measure**, it should probably include some indication of which peer organization you plan to pull data from.
22
- Make sure that the Data Type matches the other series in the Measure, as well as the Peer Data that you plan to include. - Navigate to the Calculations tab
23
- Under **Calculation Type** select Shared Series - Select **Peer group** using the dropdown menu - Select the **Peer** that contributed the data you want to include
24
- Select the **Measure** from the dropdown menu - Select the **Measure Series** using the dropdown menu - Navigate to the **Peer Preview tab** - Once you are done with your configuration, click **Save**
25
If you scroll down to the data table, the shared series you selected to include will be grayed out in the Measure Data table. This means that the series is a calculated series that is automatically populating with data from the selected peer organization’s ClearPoint account.
