Use calculated fields to create new metrics or ratios not directly stored in your data, such as profit margins, ROI, or Percent of Target.
Creating a Calculated Field
Click the Settings icon in the top-right corner of ClearPoint.
Select Customizations.
Navigate to the Calculated Fields tab.
Click the Add ( + ) button to open the configuration drawer.
Configure the new calculated field
Enter a Calculated Field Name (e.g., Percent of Target).
Choose a Data Type:
Percentage for percent-based results
Default to inherit the data type of each measure
Build the calculation using the operator buttons and series selectors.
Example Formula: Percent of Target
To calculate ( Actual / Target ) * 100 for the Current Period:
Insert
(using operator buttons.Select Actual as the Series and Current Period as the Aggregation, then click Insert.
Choose the Divide operator.
Select Target as the Series and Current Period as the Aggregation, then click Insert.
Close the parenthesis and use the operator buttons to multiply by 100.
Click Save.
Your final formula should resemble:
([Actual][CurrentPeriod] / [Target][CurrentPeriod]) * 100
Edit a Calculated Field
Click the Settings icon in the top-right corner of ClearPoint.
Select Customizations.
Navigate to the Calculated Fields tab.
Click the Kebab menu (⋮) and select Edit Custom Field.
Choose a Scorecard and Period.
When finished, click Save.
Using a Calculated Field in a Summary Report
Calculated fields appear alongside other available fields when configuring report columns.
Navigate to Reports in the left navigation.
Navigate to the Measures report tab.
Click the kebab menu (⋮) and select Edit Measure.
Select the Columns tab.
Locate your calculated field and select it.
Click Add Column.
Click Save.
