Adding Peer Data from the Measure Library | ClearPoint Strategy

Adding Peer Data from the Measure Library

Benchmark with your peers

Feature available for Professional Plan and above

A great benefit of the Measure Library is that it allows you to automatically include other organizations’ measure data directly in your own account through Shared Series.  Peer data can then be used for calculations, charts, and benchmarking. Learn how these features work below!

Instructions

Previewing the measure

1) From the Measure Library, click on the turquoise Preview Screen icon next to the measure you would like to include in your account. A new window will appear.

2) On the Charts tab you can view the graphical data associated with the shared measure.

3) The Measure Data Grid allows you to view the shared measure series and data.

4) The Measure Definition provides greater insight into what the measure is tracking and how from the contributing organization.

5) The Contact Information is available if you would like to ask further questions or network with the contributor of the measure.

6) Once you have determined that this is the measure you would like to include in your own account, click on ‘Add to My Account’.

Adding a shared measure to your account

1) When you click ‘Add to My Account’, a new smaller window will open. Click on the Destination Scorecard dropdown menu to select which scorecard the shared measure will live in in your account.

2) Click the bubble next to ‘Add as a new Measure’

3) You can give the measure a custom name here. By default it will be the [name of the contributing organization] – [the original measure name].

4) You have the option to link the measure to an objective in your account.

5) Click the check box next to the shared series you would like to include.

6) You can give the series a custom name here. By default it will be the [name of the contributing organization] – [the original series name].

7) When you are ready, click ‘Add to My Account’.

You will then be prompted to view the measure in your account. The measure will exist in your account with the shared series you selected gray-ed out in the Measure Data table. This means that the series is a calculated series that is automatically populating with data from the selected peer organization’s ClearPoint account. You can then add additional series with your own data or edit the measure however you would like from within your account.

Adding shared series to an existing measure in your account

Adding from the Measure Library:

1) From the Measure Library, click on the turquoise Preview Screen icon next to the measure you would like to include in your account. A new window will appear.

2) Click on ‘Add To My Account’. Another smaller window will appear.

3) Click on the Destination Scorecard dropdown menu to select which scorecard the shared measure will live in in your account.

4) Click the bubble next to ‘Add series to existing Measure’.

5) Select the name of an existing measure from your account.

6) Click the check box next to the shared series you would like to include.

7) You can give the series a custom name here. By default it will be the [name of the contributing organization] – [the original series name].

8) When you are ready, click ‘Add to My Account’.

You will then be prompted to view the shared series that were added to the measure in your account.

9) If you scroll down to the data table, the shared series you selected to include will be gray-ed out in the Measure Data table. This means that the series is a calculated series that is automatically populating with data from the selected peer organization’s ClearPoint account.

10) If you would like to include the newly added shared series to your chart for benchmarking, you can do so in the same way you would normally include additional series in a chart. See our help article on Adding and ordering chart series for more information.

Adding from a measure detail page:

1) On the detail page of the measure you would like to add the shared peer series to, click on the edit Pencil icon.

2) Click into the ‘Series’ tab.

3) Click the Plus icon to add a new series.

4) Give the new series a name here. It should probably include some indication of which peer organization you plan to pull data from.

5) Make sure that the Data Type matches the other series in the measure, as well as the peer data that you plan to include.

6) Click on the ‘Calculation’ tab.

7) Select ‘Shared Series’ for Series Calculation Type

8) Choose which Peer Group the measure data was contributed to

9) Select the peer that contributed the data you want to include in your measure.

10) Select the name of the measure from the Measure Library.

11) Select the name of the specific series of that measure that you want to include.

12) From here you can click on the ‘Peer Review’ tab to see the same information about the measure that you can view in the Measure Library.

13) When you are done selecting the correct shared series from the Measure Library, click Save.

14) If you scroll down to the data table, the shared series you selected to include will be gray-ed out in the Measure Data table. This means that the series is a calculated series that is automatically populating with data from the selected peer organization’s ClearPoint account.

Related Articles

Accessing the Measure Library

Contributing measures to the Measure Library

Managing the ‘Library Measures’ page

Managing ‘Measures in Use’ in the Measure Library

Return to Measure Library Home Page