Visualize Your Data – Managing Charts
This article explains how to manage and customize Charts in ClearPoint.
Fernando Montenegro
17 steps
34 seconds
Clearpointstrategy
1
Charts allow you to visualize performance trends, comparisons, and distributions to better analyze data across your Measures and other elements.
Adding a Chart to a Measure
2
Charts can be added directly within a Measure to help visualize its data. 1. From the left navigation click on **Elements** 2. Select **Measures** 3. Choose the Measure you are going to be working with (e.g., *Revenue*). 4. Click the kebab menu (⋮) on the page and select **Edit Element**.
3
1. Go to the **Charts** tab. 2. Click the (+) **Add Chart** button. 3. Enter a **Chart Name** (e.g., *Revenue Distribution*). 4. Select a **Chart Type** from the dropdown (e.g., *Pie*). 5. Click **Save**. 1. Don't forget to Save your changes on the Edit drawer.
Displaying a Chart on a Detail Page
4
You can display any chart linked to a Measure on its Detail Page layout. 1. Open the Measure detail page. 2. Click the **kebab menu (⋮)** and select **Edit Layout**.
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1. Search for the chart you want to add (e.g., *Revenue Distribution*). 2. Drag and drop the chart card onto the layout. 1. Rearrange or resize as needed. 3. Click **Save Layout** when done.
Editing a Chart
6
You can edit Charts from the Measure’s **Detail Page** or the **Charts tab** in the **Edit Drawer**. In the chart editor modal, use the available tabs: - **Chart:** Configure name, title, type, tags, legend position, and general display options. - **Series:** Add, remove, reorder, or edit data series. - **X-Axis / Y-Axis:** Adjust axis titles, min/max values, reporting frequency, and hidden period visibility. - **Plot Bands:** Highlight ranges for better visual context.
Edit from the Detail Page
7
Step
Edit from the Charts Tab
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1. Go to the **Charts** tab in the right-hand drawer. 2. Click the **kebab menu (⋮)** beside the chart name and select **Edit**. 3. Click **Save**. 1. Don't forget to **Save** your changes on the Edit drawer.
Chart Library
9
ClearPoint offers multiple chart types for visualizing data:
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**Column / Bar**\ Compare values across categories or time. Use stacked or 100% stacked versions for totals or contributions. **Area / Line / Spline**\ Display data trends over time. Add markers to emphasize specific data points. **Combination**\ Overlay a line (target) on columns (actuals) for comparison. **Pie / Donut**\ Show proportions of a whole for a given period. **Gauge / Half Circle Gauge / Solid Gauge**\ Use dials to represent progress against thresholds. **Radar**\ Compare three or more variables across dimensions or periods. **Waterfall**\ Show how incremental changes lead to a final value (commonly used in financial data).
Adding Chart Series
11
Open the **Measure detail** **page** and double-click the **chart** card to edit it.
12
1. Navigate to the **Series tab**. 2. Use the **Add Chart Series** button to include more data series. 3. Select a **Chart Series** from the dropdown menu. 1. Drag and drop to reorder them as needed. 4. Click **Save**.
Selecting Chart Periods
13
Open the **Measure detail page** and double-click the **chart** card to edit it.
14
1. Navigate to the **X-Axis** tab (Chart Date Range section). 2. Choose an option from the dropdown menu. 3. Select a **Reporting Frequency** (e.g., monthly, quarterly). 1. Optional: Check **Show Hidden Periods** to display all available data. 4. Click **Save**.
Chart Series Settings
15
You can fully customize the appearance of each chart series.
16
Open the **Measure detail page** and double-click the **chart** card to edit it. 1. Navigate to the **Series** tab. 2. Click the **Edit** icon next to the series you want to modify.
17
On the **Edit Chart Series** you can configure things like: - **Shape:** Line, Bar, or Area. - **Data Label Style:** Value, row label, or column label. - **Color:** Select from your account’s accent colors. - Choose a **Marker** style (diamond, circle, or none). - Adjust **Line Width** and **Stroke Pattern**.
Visualize Your Data – Managing Charts
This article explains how to manage and customize Charts in ClearPoint.
Fernando Montenegro
17 steps
34 seconds
Clearpointstrategy
1
Charts allow you to visualize performance trends, comparisons, and distributions to better analyze data across your Measures and other elements.
Adding a Chart to a Measure
2
Charts can be added directly within a Measure to help visualize its data. 1. From the left navigation click on **Elements** 2. Select **Measures** 3. Choose the Measure you are going to be working with (e.g., *Revenue*). 4. Click the kebab menu (⋮) on the page and select **Edit Element**.
3
1. Go to the **Charts** tab. 2. Click the (+) **Add Chart** button. 3. Enter a **Chart Name** (e.g., *Revenue Distribution*). 4. Select a **Chart Type** from the dropdown (e.g., *Pie*). 5. Click **Save**. 1. Don't forget to Save your changes on the Edit drawer.
Displaying a Chart on a Detail Page
4
You can display any chart linked to a Measure on its Detail Page layout. 1. Open the Measure detail page. 2. Click the **kebab menu (⋮)** and select **Edit Layout**.
5
1. Search for the chart you want to add (e.g., *Revenue Distribution*). 2. Drag and drop the chart card onto the layout. 1. Rearrange or resize as needed. 3. Click **Save Layout** when done.
Editing a Chart
6
You can edit Charts from the Measure’s **Detail Page** or the **Charts tab** in the **Edit Drawer**. In the chart editor modal, use the available tabs: - **Chart:** Configure name, title, type, tags, legend position, and general display options. - **Series:** Add, remove, reorder, or edit data series. - **X-Axis / Y-Axis:** Adjust axis titles, min/max values, reporting frequency, and hidden period visibility. - **Plot Bands:** Highlight ranges for better visual context.
Edit from the Detail Page
7
Step
Edit from the Charts Tab
8
1. Go to the **Charts** tab in the right-hand drawer. 2. Click the **kebab menu (⋮)** beside the chart name and select **Edit**. 3. Click **Save**. 1. Don't forget to **Save** your changes on the Edit drawer.
Chart Library
9
ClearPoint offers multiple chart types for visualizing data:
10
**Column / Bar**\ Compare values across categories or time. Use stacked or 100% stacked versions for totals or contributions. **Area / Line / Spline**\ Display data trends over time. Add markers to emphasize specific data points. **Combination**\ Overlay a line (target) on columns (actuals) for comparison. **Pie / Donut**\ Show proportions of a whole for a given period. **Gauge / Half Circle Gauge / Solid Gauge**\ Use dials to represent progress against thresholds. **Radar**\ Compare three or more variables across dimensions or periods. **Waterfall**\ Show how incremental changes lead to a final value (commonly used in financial data).
Adding Chart Series
11
Open the **Measure detail** **page** and double-click the **chart** card to edit it.
12
1. Navigate to the **Series tab**. 2. Use the **Add Chart Series** button to include more data series. 3. Select a **Chart Series** from the dropdown menu. 1. Drag and drop to reorder them as needed. 4. Click **Save**.
Selecting Chart Periods
13
Open the **Measure detail page** and double-click the **chart** card to edit it.
14
1. Navigate to the **X-Axis** tab (Chart Date Range section). 2. Choose an option from the dropdown menu. 3. Select a **Reporting Frequency** (e.g., monthly, quarterly). 1. Optional: Check **Show Hidden Periods** to display all available data. 4. Click **Save**.
Chart Series Settings
15
You can fully customize the appearance of each chart series.
16
Open the **Measure detail page** and double-click the **chart** card to edit it. 1. Navigate to the **Series** tab. 2. Click the **Edit** icon next to the series you want to modify.
17
On the **Edit Chart Series** you can configure things like: - **Shape:** Line, Bar, or Area. - **Data Label Style:** Value, row label, or column label. - **Color:** Select from your account’s accent colors. - Choose a **Marker** style (diamond, circle, or none). - Adjust **Line Width** and **Stroke Pattern**.
