Creating aggregate series calculations | ClearPoint Strategy

Creating aggregate series calculations

Aggregate Series are a powerful way to quickly add or average data across multiple departments or divisions. Think of it as the “SUM all” function of ClearPoint.

Feature available for Professional Plan and above

Creating an aggregate series calculation is a helpful way to sum, average, or calculate standard deviation across scorecards and elements in your account. ClearPoint can filter elements based on element names, tags, or child relationships.

To create an aggregate series calculation you’ll want to add a new series or edit an existing series. In the example below, we will double click on the Measure Data Table to add a new series. Give the series a name and click on the Calculation tab. From the Series Calculation Type dropdown menu, select Aggregate Series.

Note: Aggregate Series should not be confused with Aggregate Status! Aggregate Status can be used to count element status indicators. Learn how it works by clicking this link.

Select Scorecards you would like to include in the aggregation. You can include all scorecards, your current scorecard, child scorecards, specific scorecards, or filter by tag. Next, select the Elements to include. Once you’ve chosen an element, you can filter for specific elements to include by element name, tags, or child elements. After selecting elements, pick which Series you would like to aggregate. You can filter series on name or tag.

Designate how you want to aggregate the series using the Aggregate Type menu. Your options are Sum, Count, Average (Mean), or Standard Deviation. Finally, tell ClearPoint how to handle cells with Blank Values. When you are finished creating your aggregation, click Save.