Visualize Your Data - Add and Edit Charts
Fernando Montenegro
19 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Chart in ClearPoint
Adding a Chart to a Measure
2
Adding a chart to a measure can be useful to easily understand your data.
3
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’.
4
Click the **edit Pencil icon**\ Navigate to the **Charts tab**\ Click the **Plus icon**\ Under **Chart Name**, enter the name of the new chart, in this example, ‘Revenue Waterfall’.\ Select Waterfall as the **Chart Type**
5
Navigate to the **Chart Periods tab**\ Set the desired **Reporting Frequency**\ Also set the number of **Periods to Display** on the chart\ On you are done with the changes, click **Save**
Displaying a Chart on a Detail Page
6
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’.
7
Select **Edit Layout** from the dropdown menu\ Use **Filter List** to search for the chart you want to add, in this example, ‘Revenue Waterfall’.\ Click the **Plus icon** to add the chart\ **Drag and drop** the chart where you would like it to be displayed on the layout\ Once you are done, click **Save**
8
Note: These instructions apply to adding Charts to any Element Detail Page. If the Element has a Measure linked to it, the associated Charts can be displayed on the Detail Page.
Editing a Chart
9
This section walks you through multiple ways to edit a Chart. You can edit a Chart from the Measure Detail Page or from the Charts tab of the Edit Measure window.
Editing a Chart from the Measure Detail Page
10
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’.
11
Double-click on the **Chart** you want to edit\ Select a different **Chart Type** from the dropdown menu, for example, ‘Bar’.\ Navigate to the **Chart Periods tab**\ Change the **Number of Periods** to 4\ Once you are done with your changes, click **Save**
Editing a Chart from the Edit Measure window
12
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’.
13
Click the **edit Pencil icon**\ Navigate to the **Charts tab**\ Click on the three dots icon next to the **Chart** you want to edit\ Select **Edit Charts**\ Choose Bar as the **Chart Type**\ Navigate to the **Chart Periods tab**\ Update the **Reporting Frequency**, in this example to, ‘Monthly’.\ Once you are done with your changes, click **Save**
Changing chart type
14
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’.
15
Double-click on the **Chart** you want to edit\ Select a different **Chart Type** from the dropdown menu, for example, ‘Column’.\ Click **Refresh Preview** to see a preview of your changes\ Once you are done, click **Save**
Selecting Chart Periods
16
Chart Periods can be customized to build that perfect chart. It is possible to have a chart display a set of periods different from the reporting frequency used in the measure itself. For example, you might have a quarter-to-date sum value charted in a monthly reported measure. Displaying the right Periods of data can be key to creating a meaningful chart. ClearPoint allows users to customize the specific Periods and Reporting Frequency displayed on charts.
17
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’.
18
Double-click on the **Chart field** to edit\ Navigate to the **Chart Periods tab**\ From the **Chart Date Range** dropdown menu, select the desired periods to be displayed on the chart\ This example uses **Last N Periods** to display the last four periods of data\ Use the **Reporting Frequency** dropdown to select the desired reporting frequency\ Once you are done with your changes, click **Save**
19
Selecting Default uses the periodicity assigned to the Measure. If you have Periods of data that are hidden in the Measure Data Table, that you want to display on the chart, check the box next to Include Periods Hidden in Measure Data Grid.
Visualize Your Data - Add and Edit Charts
Fernando Montenegro
19 steps
5 minutes
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
Adding a Chart in ClearPoint
Adding a Chart to a Measure
2
Adding a chart to a measure can be useful to easily understand your data.
3
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’.
4
Click the **edit Pencil icon**\ Navigate to the **Charts tab**\ Click the **Plus icon**\ Under **Chart Name**, enter the name of the new chart, in this example, ‘Revenue Waterfall’.\ Select Waterfall as the **Chart Type**
5
Navigate to the **Chart Periods tab**\ Set the desired **Reporting Frequency**\ Also set the number of **Periods to Display** on the chart\ On you are done with the changes, click **Save**
Displaying a Chart on a Detail Page
6
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’.
7
Select **Edit Layout** from the dropdown menu\ Use **Filter List** to search for the chart you want to add, in this example, ‘Revenue Waterfall’.\ Click the **Plus icon** to add the chart\ **Drag and drop** the chart where you would like it to be displayed on the layout\ Once you are done, click **Save**
8
Note: These instructions apply to adding Charts to any Element Detail Page. If the Element has a Measure linked to it, the associated Charts can be displayed on the Detail Page.
Editing a Chart
9
This section walks you through multiple ways to edit a Chart. You can edit a Chart from the Measure Detail Page or from the Charts tab of the Edit Measure window.
Editing a Chart from the Measure Detail Page
10
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’.
11
Double-click on the **Chart** you want to edit\ Select a different **Chart Type** from the dropdown menu, for example, ‘Bar’.\ Navigate to the **Chart Periods tab**\ Change the **Number of Periods** to 4\ Once you are done with your changes, click **Save**
Editing a Chart from the Edit Measure window
12
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’.
13
Click the **edit Pencil icon**\ Navigate to the **Charts tab**\ Click on the three dots icon next to the **Chart** you want to edit\ Select **Edit Charts**\ Choose Bar as the **Chart Type**\ Navigate to the **Chart Periods tab**\ Update the **Reporting Frequency**, in this example to, ‘Monthly’.\ Once you are done with your changes, click **Save**
Changing chart type
14
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’.
15
Double-click on the **Chart** you want to edit\ Select a different **Chart Type** from the dropdown menu, for example, ‘Column’.\ Click **Refresh Preview** to see a preview of your changes\ Once you are done, click **Save**
Selecting Chart Periods
16
Chart Periods can be customized to build that perfect chart. It is possible to have a chart display a set of periods different from the reporting frequency used in the measure itself. For example, you might have a quarter-to-date sum value charted in a monthly reported measure. Displaying the right Periods of data can be key to creating a meaningful chart. ClearPoint allows users to customize the specific Periods and Reporting Frequency displayed on charts.
17
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’.
18
Double-click on the **Chart field** to edit\ Navigate to the **Chart Periods tab**\ From the **Chart Date Range** dropdown menu, select the desired periods to be displayed on the chart\ This example uses **Last N Periods** to display the last four periods of data\ Use the **Reporting Frequency** dropdown to select the desired reporting frequency\ Once you are done with your changes, click **Save**
19
Selecting Default uses the periodicity assigned to the Measure. If you have Periods of data that are hidden in the Measure Data Table, that you want to display on the chart, check the box next to Include Periods Hidden in Measure Data Grid.
