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
Charts can be added directly within a Measure to help visualize its data.
From the left navigation click on Elements
Select Measures
Choose the Measure you are going to be working with (e.g., Revenue).
Click the kebab menu (⋮) on the page and select Edit Element.
Go to the Charts tab.
Click the (+) Add Chart button.
Enter a Chart Name (e.g., Revenue Distribution).
Select a Chart Type from the dropdown (e.g., Pie).
Click Save.
Don't forget to Save your changes on the Edit drawer.
Displaying a Chart on a Detail Page
You can display any chart linked to a Measure on its Detail Page layout.
Open the Measure detail page.
Click the kebab menu (⋮) and select Edit Layout.
Search for the chart you want to add (e.g., Revenue Distribution).
Drag and drop the chart card onto the layout.
Rearrange or resize as needed.
Click Save Layout when done.
Editing a Chart
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
Open the Measure detail page.
Double-click the chart card you want to edit.
Update settings such as Chart Name, Chart Type or Chart Legend.
Click Save to apply changes.
Edit from the Charts Tab
Go to the Charts tab in the right-hand drawer.
Click the kebab menu (⋮) beside the chart name and select Edit.
Click Save.
Don't forget to Save your changes on the Edit drawer.
Chart Library
ClearPoint offers multiple chart types for visualizing data:
Chart Type | Description |
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
Open the Measure detail page and double-click the chart card to edit it.
Navigate to the Series tab.
Use the Add Chart Series button to include more data series.
Select a Chart Series from the dropdown menu.
Drag and drop to reorder them as needed.
Click Save.
Selecting Chart Periods
Open the Measure detail page and double-click the chart card to edit it.
Navigate to the X-Axis tab (Chart Date Range section).
Choose an option from the dropdown menu.
Select a Reporting Frequency (e.g., monthly, quarterly).
Optional: Check Show Hidden Periods to display all available data.
Click Save.
Chart Series Settings
You can fully customize the appearance of each chart series.
Open the Measure detail page and double-click the chart card to edit it.
Navigate to the Series tab.
Click the Edit icon next to the series you want to modify.
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.
