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
Adding a chart to a Measure provides an at-a-glance view of performance trends and comparisons.
From the left navigation, click Elements.
Select Measures.
Open the Measure you want to visualize (e.g., Revenue).
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Charts tab.
Click + Add Chart.
Enter a Chart Name (e.g., Revenue Waterfall).
Choose a Chart Type (e.g., Waterfall, Bar, Line, Column, etc.).
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
Click the kebab menu (⋮) and select Edit Chart.
Navigate to the X-Axis tab.
Select Chart Date Range (e.g., All Periods, Current Period, Current Calendar Year and ,Last N Periods).
Choose a Reporting Frequency (e.g., Monthly, Quarterly, Annual and Fiscal Year).
Click Save.
💡 Customizing chart periods lets you build a view that differs from the Measure’s reporting frequency — perfect for showing quarter-to-date or rolling averages.
Displaying a Chart on a Detail Page
Open the Measure Detail Page.
Click the kebab menu (⋮) in the top-right corner and select Edit Layout.
Use the Filter List to search for the chart you want to display (e.g., Revenue Waterfall).
Drag and drop the chart into the desired location.
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
Charts can be edited from either the Measure’s Detail Page or the Charts tab in the edit drawer.
Edit from the Detail Page
Open the Measure Detail Page.
Double-click the chart you want to edit.
Choose a new Chart Type from the dropdown menu (e.g., change Waterfall to Bar).
Click Save.
💡 Chart updates reflect immediately in the Detail Page and any linked reports.
Edit from the Charts Tab
From the left navigation, click Elements > Measures.
Open the Measure you want to update.
Click the kebab menu (⋮) and select Edit Element.
Navigate to the Charts tab.
Click the kebab menu (⋮) next to the chart and select Edit Chart.
Adjust the Chart Type, Reporting Frequency, or Number of Periods as needed.
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
Open the Measure Detail Page.
Double-click the chart you want to modify.
Select a new Chart Type (e.g., Column, Line, Pie, or Combo).
Click Save.
💡 Changing chart type is a quick way to explore different visual perspectives of your data without re-creating the chart.