Visualize Your Data - Managing Charts

Fernando Montenegro
46 steps
10 minutes

Clearpointstrategy

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

Adding a Chart

Adding a Chart to a Measure

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**

Displaying a Chart on a Detail Page

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’.

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**

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

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

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 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

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 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

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 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**

Chart Library

Column Chart

Column Charts use vertical bars to show comparisons between values. A column chart typically displays time along the horizontal axis and values along the vertical axis. Stacked Column, Split Stacked Column, Padded Column – Use these charts when you have multiple data series, and you want to emphasize the total. 100% Stacked Column – Use this chart when you have two or more data series, and you want to emphasize the contributions to the whole.

Bar Chart

Bar Charts use horizontal bars to show comparisons between values. A Bar Chart typically displays values along the horizontal axis and time along the vertical axis. Stacked Bar – Use these charts when you have multiple data series, and you want to emphasize the total. 100% Stacked Bar – Use this chart when you have two or more data series, and you want to emphasize the contributions to the whole.

Area Chart

Area and Area Spline charts can be used to show how values develop over time. An area chart typically displays time along the horizontal axis and values along the vertical axis. Stacked Area, Stacked Area Spline – Use these charts to show the trend of the contribution of each value over time. 100% Stacked Area, 100% Stacked Area Spline – Use this chart to show the trend of the percentage that each value contributes over time.

Line Chart

Line and Spline charts can show continuous data over time and is effective when trying to identify a trend or pattern in your data. A line chart typically displays time along the horizontal axis and values along the vertical axis. Line with Markers, Spline with Markers – Use this chart when tracking over shorter periods of time to draw more attention to specific values.

Combination Chart

Combination charts combine the column and line chart to show actual value with a line that shows a target value. A combination chart typically displays time along the horizontal axis and values along the vertical axis. Stacked Column with Target Line – Use these charts when you have multiple data series, and you want to emphasize the total compared to the Target value.

Pie Chart

Pie and Donut Charts show the contribution of each value to a total for a period. The data points in a pie chart are shown as a percentage of the whole circle.

Gauge Chart

Gauge and Half Circle Gauge charts, also known as dial charts or speedometer charts, use needles to show information as a reading on a dial. The value for the needle is read against the colored status range based on the automatic series evaluation. Solid Gauge – Use this chart when you have a single data series, and you want to emphasize the value.

Radar Chart

Radar and Radar with Markers charts are used to compare three or more variables across different periods. Each variable in the chart has its own axis, that starts at the center. Filled Radar, Filled Radar with Markers – Use these charts to add color to the empty space between the lines and the center of the web.

Waterfall Chart

Waterfall Charts are used to visually illustrate how a starting value of something becomes a final value through a series of intermediate additions and subtractions, often used in financials. A Waterfall Chart typically displays time along the horizontal axis and values along the vertical axis.

Adding and ordering Chart Series

Many chart series can be displayed on the same chart. All you need to do is enable them and pick the order in which you would like them to display.

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 field** to edit\ Navigate to the **Chart Series tab**\ **Series** currently included will be highlighted in blue\ Click the **Plus icon** to add a Series or remove it by clicking the Remove icon\ Change the **Series** order by dragging and dropping to the desired place\ Once you are done with your changes, click **Save**

Selecting Chart Periods

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.

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 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**

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.

Chart series settings

ClearPoint gives you a high level of control over the appearance of chart series. Learn how to customize chart series settings below.

General Options

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 field** to edit\ Navigate to the **Chart Series tab**\ Click the **edit Pencil icon** next to the series\ Using the **Shape** dropdown menu you can change the shape (e.g., Line, Bar, or Area)\ Use **Data Label Style** dropdown menu to choose (e.g., value, row label, or column label)\ You can choose a new color using the **Color** dropdown menu\ Once you are done with your changes, click **Save**

Options for ‘Line’ series only

Line series have some additional customization options that you can leverage when building that 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 field** to edit\ Navigate to the **Chart Series tab**\ Click the **edit Pencil icon** next to the series\ You can pick a new marker (e.g., diamond, circle, or none) using the **Marker dropdown menu**\ Change the line width using the **Line Width**\ Use the **Stroke dropdown** **menu** to change the stroke pattern \ Click **Refresh Preview** to see a preview of your changes\ Once you are done with your changes, click **Save**

Managing chart legends

Adding or Removing the Legend

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 field** to edit\ You can set the chart legend to display by selecting **Enabled** under **Show Legend**\ Under **Chart Title** enter the legend, for example, ‘Variance’.\ Set the position of the legend under **Select Legend Position**\ Click the **Refresh Preview** to see a preview of your changes\ Once you are done with your changes, click **Save**

Using the Legend to Dynamically Hide Series

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 on the **Series Title** in the legend to toggle it on and off

Formatting Y-axis

ClearPoint charts have default Y-axis settings based on the series that are plotted on that chart. If this doesn’t look exactly how you want it, no problem. You have the option to format it until it looks just right.

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 field** to edit\ Navigate to the **Chart Axis Format tab**\ You can add a **Y-Axis Title**\ Enter a **Y-Axis Min Value** or **Max Value**. If left blank, ClearPoint will calculate this for you. \ By default, the **Y-Axis Format** will use whatever number format your series is using. Alternatively, you can select a different number format to apply, ignoring the number format(s) of your series.\ Click **Refresh Preview** you see a preview of your changes\ Once you are done with your changes, click **Save**

Charting on a second Y-axis

ClearPoint charts have the ability to map series on a second Y-axis, which provides a manageable way to track series with different units of measurement on the same 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 field** to edit\ Navigate to the **Chart Series tab**\ Click on the **edit Pencil icon** next to the Series you wish to edit\ Mark the checkbox next to **Second Axis** and click **Save**\ Click **Refresh Preview** to see a preview of your changes\ Once you are done with your changes, click **Save**

Visualize Your Data - Managing Charts

Fernando Montenegro
46 steps
10 minutes

Clearpointstrategy

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

Adding a Chart

Adding a Chart to a Measure

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’.

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

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’.

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

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

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’.

Editing a Chart from the Edit Measure window

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’.

Changing chart type

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’.

Chart Library

Column Chart

Bar Chart

Area Chart

Line Chart

Combination Chart

Pie Chart

Pie and Donut Charts show the contribution of each value to a total for a period. The data points in a pie chart are shown as a percentage of the whole circle.

Gauge Chart

Radar Chart

Waterfall Chart

Adding and ordering Chart Series

Many chart series can be displayed on the same chart. All you need to do is enable them and pick the order in which you would like them to display.

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’.

Selecting Chart Periods

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’.

Chart series settings

ClearPoint gives you a high level of control over the appearance of chart series. Learn how to customize chart series settings below.

General Options

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’.

Options for ‘Line’ series only

Line series have some additional customization options that you can leverage when building that 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’.

Managing chart legends

Adding or Removing the Legend

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’.

Using the Legend to Dynamically Hide Series

Formatting Y-axis

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’.

Charting on a second Y-axis

ClearPoint charts have the ability to map series on a second Y-axis, which provides a manageable way to track series with different units of measurement on the same 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’.