How To Manage Measure Series | Support Center | ClearPoint Strategy

Manage Measure Series

Every measure in ClearPoint has at least one measure series. The measure series defines the value that you will be tracking for that measure. For example, in a "profitability" measure, you could have an "actual" and "target" series. These series could either be manually updated (or updated from an integration), or they could be calculated. Calculated series can refer to any other measure series in ClearPoint or they can aggregate information (like fiscal year to date). Both calculated and non-calculated series can be evaluated based to set the status of that series, and the series status can be used to define the status of the measure.

Manage Measure Series

Managing series

Creating calculated series

Getting Started – Managing Data

Updating measure data

Setting measure evaluations

Using the Series Status Field

Creating custom number formats

Creating aggregate series calculations

Creating aggregate status calculations

Explaining the types of calculations in ClearPoint

Creating reference series

Setting the maximum number of rows in data tables

Exporting measure data tables

Changing default currency type

Recalculating a measure or scorecard