Creating reference series

Reference Series can be used to pull quantitative data from default and custom fields from any element. By adding a reference series to a measure, you can track fields like Budget, Percent Complete, etc. over time in a Measure Data table.

From a measure detail page, click the edit pencil icon. A new window will open. Click into the Series tab. Click the plus icon to add a new series. A new window will open.

Give the series a Name. Click on the Calculation tab. From the Series Calculation Type dropdown menu, select Reference Series. From the Element dropdown menu, select Specific Element. In this example, you could also choose ‘Current Element’ to reference a field on this page.  ‘Specific Element’ is for when you need to reference another measure or element altogether.

Next select what Scorecard you would like to reference data from. For this example, we are going to reference data within this measure so we will select the scorecard we are in. Then choose the Element Type you would like to reference data from. For this example, we will choose Measure. Next select the specific Element you would like to reference data from. For this example, we will choose the measure we are in.

In the Reference Field dropdown, choose the reference series that you would like to reference data from. This dropdown will be populated by all of the quantitative fields associated with the element you selected. For this example, we will choose Budget, which is a custom field added to track the budget associated with this measure. Click Save.

You can now see the newly created series on the Series tab with a Reference tag. Click Save. On the Measure Data table, you will see the Budget series populated with data from the Budget field for the measure.  As the Budget field is updated, our new Budget series will recalculate to display the most recent budget number.