Organize Your Strategy - Add and Manage Series

Fernando Montenegro
20 steps
5 minutes

Clearpointstrategy

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

Adding a series

Adding a series in the measure data table

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Measures**\ Open the **Measure** you are going to be working with

Double-click on the **Measure Data table**\ Click on **Add Series**\ Under **Series Name**, enter the new Series name, for example, ‘Delta.’\ Select the appropriate **Data Type**, for example, ‘Number’.\ Click **Save**

From this window, you can also create a series calculation or set measure evaluations to the series from their respective tabs.

Adding a series in the Edit Measure window

From the **Measure Detail Page**\ Click the **Edit Pencil icon**\ Navigate to the **Series tab**\ Click on the **Plus icon**\ Under **Series Name**, enter the new Series name, for example, ‘Revenue.’\ Select **Currency** as the **Data Type**\ Click **Save**

Adding multiple series at once

Click the **Edit Pencil icon**\ Navigate to the **Series tab**\ Select **Add Multiple** from the dropdown menu\ Under **Series Name**, enter the new Series name, for example, ‘YTD and ROI.’\ Select **Percentage** as the **Data Type**\ Click **Save**\ \ Please note that if there are 9 or more Series in the Data Table, the default letter/landscape page export will flip the Data Table to display just a single period of data. Larger page sizes or orientations can accommodate more series.

Editing a series

Editing a series from the measure data table

Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Measures**\ Open the **Measure** you are going to be working with, in this example, ‘Revenue’.

Double-click on the Header of the **Series** you would like to **Edit** From here you can change things like the Series Name, the Data Type, Hide or Lock a Series, you can create a Calculation and even Setting up an Evaluation. Revision History can also be accessed. Once you are done with your changes, click **Save**

Editing a series from the Edit Measure window

Click on **Measures**\ Open the **Measure** you are going to be working with, in this example, ‘Revenue’.\ Click the **Edit Pencil icon**\ Navigate to the **Series tab**\ Click on the three dots icon and select **Edit Measure Series** From here you can change things like the Series Name, the Data Type, Hide or Lock a Series, you can create a Calculation and even Setting up an Evaluation. Revision History can also be accessed. Once you are done with your changes, click **Save**

Editing multiple series at once

Click on **Measures**\ Open the **Measure** you are going to be working with, in this example, ‘Revenue’.\ Click the **Edit Pencil icon**

Navigate to the **Series tab**\ Use the checkboxes to select multiple **Series**\ From the dropdown menu, select **Edit Multiple**\ Navigate to the **Edit Fields tab** In this tab, the Data Type can be changed for all Series and the Series can be Tagged, Hidden from the Data Table, Hidden from summary views, as well as Locked for updaters. Once you are done with your changes, click **Save**

Reordering a series

Reordering series in your data table not only changes how these series are displayed in the data table, but it also changes the order in which these series appear in charts and summary reports.

From the **Measure Detail page**\ Click on the **Edit Pencil icon**\ Navigate to the **Serise tab**\ Drag and drop the **Series** into the desired order.\ The **Series** at the top will be the first series on the left in the **Data Table**\ Click **Save**

Hiding a series

In ClearPoint, we have the option to hide certain series if we do not want them visible in Measure data tables or summary reports. This feature is helpful if you have a series that you don’t necessarily need to ever view, but you do need it to run in the background to help with a series calculation.

From the **Measure Detail page**\ Click on the **Edit Pencil icon**\ Navigate to the **Serise tab**\ Select the **Series** you want to work with, in this example, ‘Target’\ In the **Series edit window**, you can choose **Hide series in summary reports and data tables** if you want to hide it in both Summary Reports and Data Tables. Or **Hide series in summary reports** if you want to hide the series in Summary Reports, but still want it visible in Data Tables. Once you are done with your changes, click **Save**

Locking a series

In ClearPoint, we also have the option to lock certain series from updaters in order to preserve data entries and ensure no changes are made.

Changing series number format

Number formats are not a one-size-fits-all, so in ClearPoint, we will also be able to choose which number format we want to use for our specific series. We can choose from a list of default number formats, or even add in our own custom number format, and apply that custom format to our series. ClearPoint offers the following options: **Currency** – Selecting this option enables a second dropdown menu where you can select the Currency you would like to use. The currency options currently available in ClearPoint include the Algerian Dinar (DZD), Argentine Peso (ARS), Australian Dollar (AUD), Botswana Pula (BWP), Brazilian Real (BRL), British Pound (GBP), Canadian Dollar (CAD), Chilean Peso (CLP), Chinese Yuan Renminbi (CNY), Colombian Peso (COP), Czech Koruna (CZK), Danish Krone (DKK), Euro (EUR), Guatemala Quetzal (GTQ), Honduran Lempira (HNL), Hong Kong DOllar (HKD), Hungarian Forint (HUF), Indian Rupee (INR), Indonesian Rupiah (IDR), Israeli New Shekel (ILS), Japanese Yen (JPY), Kuwait Dinar (KWD), Malaysian Ringgit (MYR), Mexican Peso (MXN), New Taiwan Dollar (TWD), New Zealand Dollar (NZD), Norwegian Krone (NOK), Philippine Peso (PHP), Polish Zloty (PLN), Qatari Riyal (QAR), Romanian Leu (RON), Russian Ruble (RUB), Saudi Arabian Riyal (SAR), Singapore Dollar (SGD), South African Rand (ZAR), South Korean Won (KRW), Swedish Krona (SEK), Swiss Franc (CHF), Thai Baht (THB), Turkish Lira (TRY), UAE Dirham (AED), United States Dollar (USD). **Number** – This is the basic number format with two digits after the decimal point. Ex: 100.00 **Percentage** – Selecting this option will add a percentage sign and two digits after the decimal point to the value entered. Ex: 100.00% **Accounting** – Selecting this option will annotate numbers in the standard accounting format. This means that all numbers will include two digits after the decimal point and negative numbers will be enclosed in parentheses. Ex: If you enter -100 it will appear as (100.00) in the Data table. **Integer** – Selecting this option will display the numbers entered as an integer, with no decimal point or digits following it. Ex: 100 **Custom** – Selecting this option enables a second dropdown menu where you can select a Custom Format. Customization options include number of decimal places, negative number display, symbols, and separators (comma, decimal, etc.).

From the **Measure Detail page**\ Click on the **Edit Pencil icon**\ Navigate to the **Series tab**\ Select the **Series** you want to work with, in this example, ‘Target’\ In the **Series edit window** select the appropriate **Data Type**\ Click **Save**

Deleting a series

From the Measure **Detail page**\ Click on the **Edit Pencil icon**\ Navigate to the **Series tab**\ Click the **Trash icon** to **Delete a Series**\ Confirm you want to **Delete the Series** by clicking the **Delete red button**