Using the Series Status Field | ClearPoint Strategy

Using the Series Status Field

The Series Status field can be used to highlight series values on measure detail pages or in measure summary reports.

The Series Status field is great for showing the current value of measure series. On a detail page, the Series Status pod will display the value for each series for the selected period. In a measure summary report, the series status field can be used to show either the current period value or values over multiple periods. The field can also be used to create a heat map. Learn more about creating heat maps in this article.

To use this field on a measure detail page, click on the arrow to the right of the pencil icon and select Edit Layout.

On the left hand side of the window, you will see a list of fields that can be pulled out onto the layout. Add Series Status to the layout by clicking on the plus icon next to the field. You can learn more about options for editing detail layouts in this article. Click Save to save your changes to the layout.

You can now view the status and values of the measure’s series directly on the detail page from the Series Status pod.

You can also use the Series Status field on summary reports. This field will appear as and option in the Add Columns window. Learn more about adding fields to summary reports here.