Charts are visual representations of your measure data, helping you analyze performance trends and communicate insights clearly.
Charts in ClearPoint
Charts are stored within the Measure element. When you update data in the Measure Data Table, your charts automatically reflect the latest values.
New measures include one default chart, but you can edit that chart or add additional ones as needed.
Edit an Existing Chart
From your Control Panel, click the chevron (>) next to Elements.
Click the chevron (>) next to Measures.
Select the measure you want to work with.
Click the kebab menu (⋮) to select Edit Element.
Navigate to the Charts tab.
Click the kebab menu (⋮) to select Edit Chart.
In the Chart tab you will find options to modify your chart.
Adjust other display options such as Show Legend, Legend Position, and Chart Size.
Click Save.
Chart Series
The Series tab lets you choose which data series appear on your chart.
To create a new Chart Series.
In the Charts tab, open the chart you want to update.
Click the Series tab.
Click the Add Charts Series (+).
Use the dropdown menu to select a Chart Series.
Click Save.
To edit an existing Chart Series.
Click the kebab menu (⋮) to select Edit Chart Series.
On this area you can edit a series’ attributes (e.g., color, data labels, or shape).
Click Save.
Chart Periods
Control which reporting periods appear on your chart to focus on the most relevant time frames.
In the Charts tab, open the chart you want to edit.
Click the X-Axis.
Use the Date Range dropdown to adjust the visible reporting periods.
The chart uses the measure’s default Reporting Frequency, but you can select another cadence (e.g., show quarterly data for a monthly measure).
Click Save.
Add a New Chart
You can add multiple charts to a single measure to visualize different perspectives of the data.
In the Charts tab, click Add Chart (+).
Enter a Chart Name (e.g., “Target Comparison”).
Select a Chart Type from the dropdown.
Click Save.
Display the Chart on the Detail Page
After creating a chart, you can add it to your measure’s detail layout.
Click the kebab menu (⋮).
Select Edit Layout.
Find your new chart in the list.
Drag and drop the chart onto your layout.
Click Save.
