2018 Summit Presentations: Organization-wide Data Management

It’s a challenge to organize data throughout an organization, so ClearPoint has many features in place that make the process easier. Learn more about aggregating data and creating data visualizations to enable decision making in the two-part presentation below. This material was originally presented at the 2018 Strategy and Performance Management Summit. Happy Reporting!

Part 1

Learn how to get the data you need by aggregating multiple departments for calculations and status counts.

Agenda

• Creating Aggregate Series
• Creating Aggregate Status Calculations

Part 2

In addition to a standard set of customizable chart features, ClearPoint offers a way for users to edit the chart JSON directly. Learn how to edit chart JSON directly and then add your very own custom chart to your account in this training presentation.

Agenda

• Browse JSON Library
• Edit chart JSON
• Get chart JSON
• Saving custom charts