Visualize Your Data - Creating Custom Charts | Scribe

    Visualize Your Data - Creating Custom Charts

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

    Use a Custom Chart from the JSON Library

    The JSON chart library has a collection of charts that cover some of the more popular customizations we see. Use one of these charts as a starting point for your perfect chart.
    - 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’.
    - Double-click on the **Chart** you would like to edit - Select **Custom Chart JSON** from the **Chart Type** dropdown menu - Remove the existing JSON that is in the field to start with a blank slate. - Choose one of the existing **Custom Chart JSON Templates** - Click Save on **Edit Chart JSON**
    - Click on **Refresh Preview** - Once you are done with your changes, click **Save**

    Add a Custom Chart to your predefined Charts

    - 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’.
    - Double-click on the **Chart** you would like to edit - Select **Custom Chart JSON** from the **Chart Type** dropdown menu - Select and delete all predefined text on this field - Choose one of the existing **Custom Chart JSON Templates**
    - Click on **Add Custom Chart Type** - Under **Name**, enter the name of your new Custom Chart - Click the **Add** button - Click on **Save** on **Add Custom Chart Type** - Click **Save** on **Edit Chart JSON**
    - Click on **Refresh Preview** - Once you are done with your changes, click **Save** - Moving forward, you will be able to find the new Custom Chart as part of your Chart Library

    Edit a Custom Chart

    In this example, we are going to change the background color of a Custom Chart.
    - 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’.
    - Double-click on the **Chart** you would like to edit - Select **Custom Chart JSON** from the **Chart Type** dropdown menu - Locate “backgroundColor” in the JSON file and update the RGBA code to "rgba(211, 211, 211)"
    - Click **Save** on Edit Chart JSON - Click on **Refresh Preview** - Once you are done with your changes, click **Save**

    How to Create a New Custom Chart from System Setup

    - Click on **System Settings** from the Control Panel - Select **System setup** - Click on **Advanced & Custom Charts** under Professional Features - Click on the **Plus icon**
    - Under **Chart Format Name**, enter the name of the new Custom Chart, in this example, “New Custom Chart” - From here you can use an **existing Custom Chart JSON Template** and customize it - You can also enter a **Custom JSON Chart**, you can use [Highcharts](https://api.highcharts.com/highcharts/) to generate your chart. - For example, we are going to use:\ \ { `"chart": {` `"borderColor": "#008080", `\ `"borderWidth": 2, `\ `"type": "bar"` `}` `}`
    - Click **Save** on Custom Chart Type - Once you are done with your changes, click **Save**
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe