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

Adding a chart to a measure can be useful to easily understand your data.

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’.

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**

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**

Chart Date Range
+/- N Periods
N Periods
Show Future Periods
Reporting Frequency
Quarterly
Include Periods Hidden In Measure Data Grid

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**

Revenue Waterfall

Chart

Chart with 2 data series. A waterfall chart is a column chart where each column contributes towards a total end value.
Revenue Waterfall (Chart Type: Waterfall) Plot Bands Q1-21 Target: $ 2,637.00 Actual: 2,740.00 Q2-21 Target: $ 3,025.00 Actual: 2,980.00 Q3-21 Target: $ 3,050.00 Actual: 3,048.00 Q4-21 Target: $ 3,300.00 Actual: 3,150.00 Q1-22 Target: $ 2,637.00 Actual: 2,740.00 Q2-22 Target: $ 3,025.00 Actual: 2,980.00 Q3-22 Target: $ 3,050.00 Actual: 3,048.00 Q4-22 Target: $ 3,150.00 Actual: 2,850.00 Q1-23 Target: $ 2,637.00 Actual: No Value Q2-23 Target: $ 3,025.00 Actual: No Value Q3-23 Target: $ 3,050.00 Actual: No Value
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Range: 0 to 40000.
Target
Actual
Q1-21
Q2-21
Q3-21
Q4-21
Q1-22
Q2-22
Q3-22
Q4-22
Q1-23
Q2-23
Q3-23
$ 0.00
$ 10,000.00
$ 20,000.00
$ 30,000.00
$ 40,000.00
End of interactive chart.

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.

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

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

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**

Clearpointstrategy

Visualize Your Data - Managing Charts

Using the Legend to Dynamically Hide Series

Visualize Your Data - Managing Charts

Adding a Chart

Adding a Chart to a Measure

Displaying a Chart on a Detail Page

Editing a Chart

Editing a Chart from the Measure Detail Page

Editing a Chart from the Edit Measure window

Changing chart type