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
From the left navigation, click Elements.
Select Measures.
Open the Measure you want to edit.
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Series tab in the right-hand drawer.
Click + Add Series.
Enter a Series Name (e.g., Revenue).
Choose a Data Type (e.g., Currency).
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
From the Series tab, click + Add Series
Mark Add Multiple.
In the text box, enter each series name separated by commas (e.g., Actual, Target, Forecast).
Choose a Data Type (e.g., Percentage).
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.
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Series tab.
Click the kebab menu (⋮) next to the series name and select Edit.
Update any of the following:
Series Name
Data Type
Calculation (using formulas, tokens, and functions)
Evaluation settings
Hide or Lock options
Tags for organization
Click Save.
💡 Each Series includes three configuration tabs — Series Details, Calculation, and Evaluation — for complete control over data behavior.
Reordering Series
Navigate to the Series tab.
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
From the Series tab, open the Series you want to modify.
Check one or both options:
Hide series in reports.
Hide series in reports and data tables.
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.
From the Series tab, open the Series you want to modify.
Check Lock series for updaters.
Click Save.
💡 Locking Series helps maintain data integrity by preventing unauthorized changes.
Changing the Number Format
From the Series tab, open the Series you want to modify.
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.
Click Save.
💡 Custom number formats allow you to define decimal places, symbols, and separators to match your reporting standards.
Deleting a Series
Click the kebab menu (⋮) next to the series name and select Delete Series.
Confirm by clicking Delete.
⚠️ Deleting a Series permanently removes it from the Measure and any charts or reports using it.