Visualize Your Data – Add and Edit Charts
Learn how to create and customize Charts in ClearPoint.
Fernando Montenegro
16 steps
32 seconds
Clearpointstrategy
1
Charts in ClearPoint help you transform data into visual insights. You can quickly build, edit, and display charts that highlight performance trends, comparisons, and progress toward goals. Whether you’re visualizing Measure results or combining series data across scorecards, ClearPoint makes it easy to create meaningful visualizations.
Adding a Chart to a Measure
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Adding a chart to a Measure provides an at-a-glance view of performance trends and comparisons.
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1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to visualize (e.g., *Revenue*).
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1. Click the kebab menu (⋮) and select **Edit Element**.
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1. Navigate to the **Charts** tab. 2. Click **+ Add Chart**. 3. Enter a **Chart Name** (e.g., *Revenue Waterfall*). 4. Choose a **Chart Type** (e.g., *Waterfall*, *Bar*, *Line*, *Column*, etc.). 5. Click **Save**. 💡 *Each chart is automatically linked to the Measure’s series data and can be edited or duplicated at any time.*
Setting Chart Periods
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1. Click the kebab menu (⋮) and select **Edit Chart**. 2. Navigate to the **X-Axis** tab. 3. Select **Chart Date Range** (e.g., All Periods, Current Period, Current Calendar Year and ,*Last N Periods*). 4. Choose a **Reporting Frequency** (e.g., *Monthly*, *Quarterly, Annual and Fiscal Year*). 5. Click **Save**.
Displaying a Chart on a Detail Page
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1. Open the **Measure Detail Page**. 2. Click the **kebab menu (⋮)** in the top-right corner and select **Edit Layout**.
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1. Use the **Filter List** to search for the chart you want to display (e.g., *Revenue Waterfall*). 2. Drag and drop the chart into the desired location. 3. Click **Save Layout**. 💡 *Charts can also be displayed on the Detail Pages of linked elements — for example, showing a Measure chart within an Objective or Initiative layout.*
Editing a Chart
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Charts can be edited from either the Measure’s **Detail Page** or the **Charts tab** in the edit drawer.
Edit from the Detail Page
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1. Open the **Measure Detail Page**. 2. Double-click the chart you want to edit.
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1. Choose a new **Chart Type** from the dropdown menu (e.g., change *Waterfall* to *Bar*). 2. Click **Save**. 💡 *Chart updates reflect immediately in the Detail Page and any linked reports.*
Edit from the Charts Tab
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1. From the left navigation, click **Elements > Measures**. 2. Open the Measure you want to update.
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1. Click the kebab menu (⋮) and select **Edit Element**.
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1. Navigate to the **Charts** tab. 2. Click the **kebab menu (⋮)** next to the chart and select **Edit Chart**. 3. Adjust the **Chart Type**, **Reporting Frequency**, or **Number of Periods** as needed. 4. Click **Save**. 💡 *Editing from the Charts tab is useful when you need to configure multiple charts at once for the same Measure.*
Changing Chart Type
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1. Open the **Measure Detail Page**. 2. Double-click the chart you want to modify.
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1. Select a new **Chart Type** (e.g., *Column*, *Line*, *Pie*, or *Combo*). 2. Click **Save**. 💡 *Changing chart type is a quick way to explore different visual perspectives of your data without re-creating the chart.*
Visualize Your Data – Add and Edit Charts
Learn how to create and customize Charts in ClearPoint.
Fernando Montenegro
16 steps
32 seconds
Clearpointstrategy
1
Charts in ClearPoint help you transform data into visual insights. You can quickly build, edit, and display charts that highlight performance trends, comparisons, and progress toward goals. Whether you’re visualizing Measure results or combining series data across scorecards, ClearPoint makes it easy to create meaningful visualizations.
Adding a Chart to a Measure
2
Adding a chart to a Measure provides an at-a-glance view of performance trends and comparisons.
3
1. From the left navigation, click **Elements**. 2. Select **Measures**. 3. Open the Measure you want to visualize (e.g., *Revenue*).
4
1. Click the kebab menu (⋮) and select **Edit Element**.
5
1. Navigate to the **Charts** tab. 2. Click **+ Add Chart**. 3. Enter a **Chart Name** (e.g., *Revenue Waterfall*). 4. Choose a **Chart Type** (e.g., *Waterfall*, *Bar*, *Line*, *Column*, etc.). 5. Click **Save**. 💡 *Each chart is automatically linked to the Measure’s series data and can be edited or duplicated at any time.*
Setting Chart Periods
6
1. Click the kebab menu (⋮) and select **Edit Chart**. 2. Navigate to the **X-Axis** tab. 3. Select **Chart Date Range** (e.g., All Periods, Current Period, Current Calendar Year and ,*Last N Periods*). 4. Choose a **Reporting Frequency** (e.g., *Monthly*, *Quarterly, Annual and Fiscal Year*). 5. Click **Save**.
Displaying a Chart on a Detail Page
7
1. Open the **Measure Detail Page**. 2. Click the **kebab menu (⋮)** in the top-right corner and select **Edit Layout**.
8
1. Use the **Filter List** to search for the chart you want to display (e.g., *Revenue Waterfall*). 2. Drag and drop the chart into the desired location. 3. Click **Save Layout**. 💡 *Charts can also be displayed on the Detail Pages of linked elements — for example, showing a Measure chart within an Objective or Initiative layout.*
Editing a Chart
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Charts can be edited from either the Measure’s **Detail Page** or the **Charts tab** in the edit drawer.
Edit from the Detail Page
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1. Open the **Measure Detail Page**. 2. Double-click the chart you want to edit.
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1. Choose a new **Chart Type** from the dropdown menu (e.g., change *Waterfall* to *Bar*). 2. Click **Save**. 💡 *Chart updates reflect immediately in the Detail Page and any linked reports.*
Edit from the Charts Tab
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1. From the left navigation, click **Elements > Measures**. 2. Open the Measure you want to update.
13
1. Click the kebab menu (⋮) and select **Edit Element**.
14
1. Navigate to the **Charts** tab. 2. Click the **kebab menu (⋮)** next to the chart and select **Edit Chart**. 3. Adjust the **Chart Type**, **Reporting Frequency**, or **Number of Periods** as needed. 4. Click **Save**. 💡 *Editing from the Charts tab is useful when you need to configure multiple charts at once for the same Measure.*
Changing Chart Type
15
1. Open the **Measure Detail Page**. 2. Double-click the chart you want to modify.
16
1. Select a new **Chart Type** (e.g., *Column*, *Line*, *Pie*, or *Combo*). 2. Click **Save**. 💡 *Changing chart type is a quick way to explore different visual perspectives of your data without re-creating the chart.*
