Organize Your Strategy – Add and Manage Series

Learn how to add, edit, reorder, hide, and lock series in ClearPoint.

Fernando Montenegro
13 steps
26 seconds

Clearpointstrategy

Series represent data columns in your Measure’s data table. Each series stores quantitative information—such as actuals, targets, or year-to-date values—that can be used for calculations, evaluations, and charts.

Adding a Series

Add a Series from the Measure Detail Page

1. From the left navigation, click **Elements**. 2. Select **Measures**.

1. Open the Measure you want to edit. 2. Click the kebab menu (⋮) and select **Edit Element**.

1. Navigate to the **Series** tab in the right-hand drawer. 2. Click **+ Add Series**. 3. Enter a **Series Name** (e.g., *Revenue*). 4. Choose a **Data Type** (e.g., *Currency*). 5. Click **Save**. 💡 *Each Measure can include multiple Series—such as Actual, Target, Forecast, or YTD—depending on how you want to track performance.*

Add Multiple Series at Once

1. From the **Series** tab, click **+ Add Series** 2. Mark **Add Multiple**. 3. In the text box, enter each series name separated by commas (e.g., *Actual, Target, Forecast*). 4. Choose a **Data Type** (e.g., *Percentage*). 5. Click **Save**. 💡 *Bulk adding is ideal when creating new Measures or establishing a consistent data structure across multiple scorecards.*

Editing a Series

Locate the Measure you want to edit. 1. Click the kebab menu (⋮) and select **Edit Element**. 2. Navigate to the **Series** tab.

1. Click the **kebab menu (⋮)** next to the series name and select **Edit**. 2. Update any of the following: - **Series Name** - **Data Type** - **Calculation** (using formulas, tokens, and functions) - **Evaluation** settings - **Hide or Lock** options - **Tags** for organization 3. Click **Save**. 💡 *Each Series includes three configuration tabs — **Series Details**, **Calculation**, and **Evaluation** — for complete control over data behavior.*

Reordering Series

1. Navigate to the **Series** tab. 2. Drag and drop Series to reorder them. 💡 *Reordering affects how Series appear in the Data Table, as well as their order in charts and summary reports.*

Hiding a Series

1. From the **Series** tab, open the Series you want to modify. 2. Check one or both options: - **Hide series in reports.** - **Hide series in reports and data tables.** 3. Click **Save**. 💡 *Hidden Series remain active for calculations and evaluations but do not display in charts or summary reports.*

Locking a Series

Locking a Series prevents updaters from editing its data values. 1. From the **Series** tab, open the Series you want to modify. 2. Check **Lock series for updaters**. 3. Click **Save**. 💡 *Locking Series helps maintain data integrity by preventing unauthorized changes.*

Changing the Number Format

1. From the **Series** tab, open the Series you want to modify. 2. Choose a **Series** **Data Type**: - **Currency** – Select from supported currencies (e.g., USD, EUR, GBP). - **Number** – Standard numeric format (e.g., 100.00). - **Percentage** – Displays values as percentages (e.g., 95.00%). - **Accounting** – Formats negative values in parentheses (e.g., *(100.00)*). - **Integer** – Displays whole numbers only. - **Custom** – Apply a custom format created in **System Setup > Admin Options**. 3. Click **Save**.

💡 *Custom number formats allow you to define decimal places, symbols, and separators to match your reporting standards.*

Deleting a Series

1. Click the **kebab menu (⋮)** next to the series name and select **Delete Series**. 2. Confirm by clicking **Delete**. ⚠️ *Deleting a Series permanently removes it from the Measure and any charts or reports using it.*