Series are the columns in the data table that contain quantitative information. Series can be used for calculations, evaluations, and to create charts.
In This Article
- Adding a series
- Adding a series in the measure data table
- Adding a series in the Edit Measure window
- Adding multiple series at once
- Editing a series
- Editing a series from the measure data table
- Editing a series from the Edit Measure window
- Editing multiple series at once
- Reordering a series
- Hiding a series
- Locking a series
- Changing series number format
- Deleting a series
From a measure detail page, double-click on the data table. Click on the Add Series icon that appears in the top right of the data table. Once the window opens, give the series a Name, select the appropriate Data Type from the dropdown menu, and then click Save.
From a measure detail page, click on the pencil icon.
Within the window, click on the Series tab. Click on the plus icon to add a series. Give the series a Name, select the appropriate Data Type from the dropdown menu, and then click Save.
From a measure detail page, click the pencil icon.
Within the window, click on the Series tab. Next to the plus icon, click on the dropdown arrow and select Add Multiple Series. Type the Name of each series on a separate line. Choose a Data Type to be applied to all the entered series, and click Save.
From a measure detail page, navigate to the Measure Data Table and double click on the header of the series you would like edit. In the window that appears, the name of the series can be changed as well as the data type, display settings, creating a calculation, and setting up an evaluation. The Revision History can also be accessed. Once edits are complete, click Save.
From a measure detail page, click on the pencil icon. Once the window opens, click on the Measure Series tab. Click the pencil icon to make changes to a series. In the window that appears, the name of the series can be changed as well as the data type, options, calculation, and evaluation. The Revision History for the series can also be accessed. Once edits are complete, click Save.
From a measure detail page, click on the pencil icon. Once the window opens, click on the Measure Series tab. Select the series to bulk edit using the check boxes next to each series. Next to the plus icon, open the dropdown menu and select Edit Multiple Series. The Measure Series section shows all of the series that you will be making changes to. Click the Edit Fields tab. In this tab, the data type can be changed for all series and the series can be tagged, hidden from the data table, hidden from summary views, as well as locked for updaters. To edit the series data type, click Series Data Type. Choose the data type of the series you are editing. Click Save.
Reordering series in your data table not only changes how these series are displayed in the data table, but it also changes the order with which these series appear in charts and summary reports.
From a measure detail page, click on the pencil icon.
In the edit window, click on the Series tab. From here, drag and drop the series into the desired order. The series at the top will be the first series on the left in the data table. Once complete, click Save.
In ClearPoint, we have the option to hide certain series if we do not want them visible in Measure data tables or summary reports. This feature is helpful if you have a series that you don’t necessarily need to ever view, but you do need it to run in the background to help with a series calculation. You can read more about series calculations here.
In the Series edit window, choose Hide series in summary reports and data tables if you want to hide it in both summary reports and data tables, or choose Hide series in summary reports if you want to hide the series in summary reports, but still want it visible in data tables. Be sure to Save.
In ClearPoint, we also have the option to lock certain series from updaters in order to preserve data entries and ensure no changes are made.
In the Series edit window choose Lock series for updaters to remove the ability for updaters to make changes to the series. Be sure to click Save when finished.
Number formats are not a one-size-fits-all, so in ClearPoint, we will also be able to choose which number format we want to use for our specific series. We can choose from a list of default number formats, or even add in our own custom number format, and apply that custom format to our series.
Your options are…
- Currency – Selecting this option enables a second dropdown menu where you can select the Currency you would like to use. The ‘Default Currency’ can be set in Admin Options, following these instructions.
- The currency options currently available in ClearPoint include the Algerian Dinar (DZD), Argentine Peso (ARS), Australian Dollar (AUD), Botswana Pula (BWP), Brazilian Real (BRL), British Pound (GBP), Canadian Dollar (CAD), Chilean Peso (CLP), Chinese Yuan Renminbi (CNY), Colombian Peso (COP), Czech Koruna (CZK), Danish Krone (DKK), Euro (EUR), Guatemala Quetzal (GTQ), Honduran Lempira (HNL), Hong Kong DOllar (HKD), Hungarian Forint (HUF), Indian Rupee (INR), Indonesian Rupiah (IDR), Israeli New Shekel (ILS), Japanese Yen (JPY), Kuwait Dinar (KWD), Malaysian Ringgit (MYR), Mexican Peso (MXN), New Taiwan Dollar (TWD), New Zealand Dollar (NZD), Norwegian Krone (NOK), Philippine Peso (PHP), Polish Zloty (PLN), Qatari Riyal (QAR), Romanian Leu (RON), Russian Ruble (RUB), Saudi Arabian Riyal (SAR), Singapore Dollar (SGD), South African Rand (ZAR), South Korean Won (KRW), Swedish Krona (SEK), Swiss Franc (CHF), Thai Baht (THB), Turkish Lira (TRY), UAE Dirham (AED), United States Dollar (USD).
- Number – This is the basic number format with two digits after the decimal point. Ex: 100.00
- Percentage – Selecting this option will add a percentage sign and two digits after the decimal point to the value entered. Ex: 100.00%
- Accounting – Selecting this option will annotate numbers in the standard accounting format. This means that all numbers will include two digits after the decimal point and negative numbers will be enclosed in parentheses. Ex: If you enter -100 it will appear as (100.00) in the Data table.
- Integer – Selecting this option will display the numbers entered as an integer, with no decimal point or digits following it. Ex: 100
- Custom – Selecting this option enables a second dropdown menu where you can select a Custom Format. Custom Number Formats can be created in Admin Options, following these instructions. Customization options include number of decimal places, negative number display, symbols, and separators (comma, decimal, etc.).
To choose a number format use the Data Type dropdown and then select the appropriate number format for your series. Be sure to Save.
Any series can also be deleted.
From a measure detail page, click on the pencil icon. Click on the Series tab. Click the red trash icon to remove a series from the data table. In the pop-up window, click Delete to confirm you would like to remove the series, then click Save.