2017 Summit Presentation: Calculations and Aggregations | ClearPoint Strategy

2017 Summit Presentation: Calculations and Aggregations

Feature available for Professional Plan and above

Calculations are an important aspect of ClearPoint that can save you time, prevent human error, and provide additional insights. This presentation walks through several examples of calculations, demonstrates how to roll data up as well as down, and introduces the aggregation functionality in ClearPoint. Happy Reporting!

This material was originally presented at the 2017 Strategy and Performance Management Summit.

Agenda

  • Basic calculations
  • Pulling data from other measures
  • Prior years and target setting
  • Aggregations