ClearPoint 11: Even More Excitement

Webinar 30 in the "I Didn't Know ClearPoint Could Do That!?!" Webinar Series

So nice, we had to show it twice. Check out this episode of the “I Didn’t Know ClearPoint Could Do That!?!” webinar for an inside scoop on even more awesome features in our upcoming release of ClearPoint 11.

Take a peek at some new and improved custom charts, simplified calculations and evaluations, exciting additions to the measures library, and more.

Happy reporting!

 

 

Webinar 30 Transcript

Introduction (0:00)

  • Hello everyone and welcome to the “I didn’t know ClearPoint could do that!?!” webinar series
  • Today, we are continuing the excitement of our upcoming release with another round of ClearPoint 11 features.
  • Before we get started, here are your smiling hosts, I’m Catherine
  • Jenna: And I’m Jenna
  • As a few housekeeping announcements,
    • We will be recording this session and will make it available within a week
    • Webinar will last about 25 minutes with time for questions
    • Submit questions to Support@clearpointstrategy.com (answered at the end)
      • We’ll follow up via email
  • On our last installment, we introduced the recycle bin, adjustable column widths, and more upcoming features, so I’d highly recommend checking out that recording on our blog, support center, and vimeo channel – just search ‘webinar’.
  • Today, we’ve got a whole second round of new features to introduce. It’s like how in National Treasure 2 it turned out there was a whole second treasure trove to discover – but better, and with ClearPoint.

 

Agenda (0:50)

  • We’ll tackle some time-saving summary report filters
  • Show you some serious charting upgrades
  • Introduce new features to calculations and evaluations
  • And walk through some new features in the measure library

And we’ll jump right in now to the friendly streets of Metropolis. Jenna, over to you!

 

Dynamic Date Filters (1:33)

  • Jenna: Thanks, Catherine! For those of you who have been tracking initiatives in ClearPoint, feel free to cheer.
  • We’ve heard your requests and we’ve got a major time saver in store.
  • If I click into Initiatives, to my Projects in Progress report, I’ll see my start and end date columns next to Initiative name, owner, and analysis.
  • But, there’s a really wide range here in the start and end dates… there are projects that already ended in 2016, and some that don’t start until November
  • In order to better manage these initiative reports in ClearPoint and keep projects up to date, we’ve added a dynamic date filter.
  • Let’s check it out.
  • I’ll click the edit icon to edit my report, and we’ll go over to the filter tab.
  • This window looks a little different, so don’t worry, Catherine will touch on that in a bit.
  • Let’s click to add a filter,
  • We want this report to show projects that are actually in progress, that is – the start date is before the end of the current period
    • So we’ll choose start date as our Field, and under Comparison, you’ll notice a new option. We’ll choose Date +/- N Days at the bottom of the list.
    • Don’t be intimidated by the dropdowns that appear.
    • First, we’ll choose before or after.
    • We can choose today’s date, or the Period End Date, and then determine how many days before or after that we want to see for the start date field.
    • For this purpose, we’ll choose minus 1.
  • So this will show us anything starting before the end of the period – which we’ll call our projects in progress.
  • Awesome, so now that we’ve got our filter here, let’s click save.
  • So now we see only the projects that have a start date before the end of the period.
  • Catherine: Wow, neat! I see where you’re going with this… BUT – looks like there’s one that already finished in 2016.
  • Jenna: Good catch. Okay, so let’s add another filter for that.
  • I’ll edit my report, and go to the filters tab, and add another filter
  • This time, we want the end date to be after the current date minus 1. So anything that JUST ended or has a future end date is all that we’ll see.
  • If we skip forward a month…..ta da! You see all the projects in progress – but that start date is now 30 days farther in advance.
    • See we have Police Department Master Plan that starts on March 9th now that we’re looking at March.
  • So breathe a sigh of relief, you’ll never have to re-edit a date filter in an existing summary report again.

 

And/Or Filters (5:08)

  • Unless, of course, you’re adding more useful filters. And useful they are in ClearPoint 11.
  • Jenna: How could it get more useful than dynamic dates?!
  • Catherine: It’s not a contest! There’s enough awesomeness to go around, I promise.
  • Let’s click back over to our Filters tab.
    • And we’ll just delete our date filters here.
  • You’ve always been able to assign multiple filters to your summary reports, and have ALL of those criteria apply to each element.
  • Now we’re expanding this capability so that you can view a combination of elements that comply with just one of the filters you select.
  • So for example if a manager wants to see initiatives that are owned by ANY of her team members
    • we’ll just use this dropdown to select “Any of the below are true” rather than “All of the below are true”
  • And then we can add our filters
  • So our first filter, we’ll have Owner > Equals > Rhonda
  • And Owner > Equals > Maggie
  • Great. Now when we click save, we’ll see a mix of initiatives that are owned by one or the other.
  • Jenna: So this is useful for seeing a group of elements that have similar, but maybe not overlapping, criteria in common.
  • Catherine: Right, another example would be showing elements that have a blank analysis field OR a blank recommendations field, for easy, and very complete, updates.
  • The possibilities are really endless.

 

Custom Charts (7:06)

  • Jenna: And speaking of endless possibilities, we’ve got some awesome new chart enhancements to introduce today. Let’s click into our trusty Revenue measure.

 

View Chart Types (7:20)

  • I’m going to double click here to edit my chart.
  • Next to our default chart types you’ll see a new button. Let’s click on it, as you should always do with new buttons.
  • Catherine: famous last words right there.
  • Jenna: Well, here goes nothing. Now, that wasn’t so bad, was it?? More like, this is awesome.
  • Here I can preview the series included in my chart in any of our default formats.
  • And this will incorporate any changes you’ve made to series from the chart defaults also. So it’s a great way to preview chart types without having to click on each one and refresh the chart preview.
  • So we can just pick one from this window and watch our new chart pop up right away.

 

Hide in Summary Reports (8:20)

  • And if we scroll down, we’ve heard your requests here as well.
  • You can now hide charts from summary report, just like you can with series.
  • Catherine: So, if you want to track your data in several ways on a detail page, but keep it to one main chart when you summarize your measures, this is the option for you.

 

Series Options (8:40)

  • Excellent. So now, moving on to our Chart series tab – we have a few cool new changes to show.
  • If I expand my series options here, I’ll see a brand new, sort of beehive-looking color picker – this has a more finite set of colors so you know you’re choosing the same one each time.
    • And of course, you can still specify your organization’s hex codes below.
    • Then when I do pick a color, you can see each series labeled with the non-default color that displays on the chart for an easy visual reference
  • Lastly, if you’ve made a ton of changes to series shape, color, marker and more, you can now reset them all at once, by clicking Reset Series Defaults.
  • Then, you can start the fun of editing your series all over again.

 

Custom JSON (9:55)

  • For those of you who dive into more advanced charting, boy do we have some time savers for you.
  • We’re just going to touch on this briefly for now, but stay tuned for a more in-depth webinar on how to leverage these new features in the future.
  • We know that adding code from highcharts from scratch was complicated.
  • So, you now have the ability to Get Chart JSON, which pulls in the current chart’s code, so that you can edit piece by piece instead of having to start with a blank slate.
    • Let’s try it out now.
    • We’ll find the command for “legend”… and switch it from right, to left.
    • Let’s click save, and voila! You can see the legend is right where we want it.
  • That’s not all – ClearPoint 11 also makes it easier to save these custom changes as a new chart type
  • AND, we’ve even got a library available with a few preset changes you can use to upgrade your charts.
  • As I mentioned, we’ll be doing a deep dive into all this at another time.

 

Simplified Calculations (11:20)

  • For now, we’ll move on to our data table.
  • There are a couple of enhancements that it’s important to point out.
  • I’m going to double click to inline edit my table.
  • And just a couple of formatting changes right off the bat:
    • you’ll see the Add Series option has moved to the bottom of the table, and you can also close out of editing from here as well.
    • Now, to edit a series from the data table, all I have to do is to double click on the header.
    • Let’s show that one more time. Just double click to get from the series, to the edit series window.
    • Jenna: so that series dropdown above the data table isn’t going to show, and that’s by design. Just double click on the series header instead.
  • Catherine: Exactly. So for now, we’re going to go ahead and add a new series here, for the Year To Date.
  • And we’ll show you a great shortcut here for advanced calculations. Let’s click on the Calculations tab.
  • Now, if you’re someone who references our Advanced Calculations article every time you need to use SQL – there’s nothing wrong with that. It’s great to double check what commands to use, and we love our help center.
    • But there IS going to be a faster way.
  • We’re adding a handy reference to ClearPoint 11 just for you!
  • See this Function dropdown next to our operator buttons? This lets you insert a few widely used sequel functions right into your calculation!
  • So let’s try one out. We’ll use our case when function so that we can set up a YTD series that is still null when there are no Actual values.
  • So here I’ll use the Functions dropdown to insert CASE WHEN,
  • Followed by my first criteria – the Actual series is not null.
    • So we’ll insert the actual series, current period
    • Then type the qualification here: IS NOT NULL THEN, followed by what will happen
    • Which is that we’ll display Actual calendar YTD sum.
    • Then we can use function for our statement on what happens otherwise
    • Insert ELSE, and we want the series to be NULL in this case.
    • Then, we can use our functions dropdown to END the calculation.
  • So I’ll click save, and see the YTD Actual appear in the Data Table. It’s showing the YTD Sum whenever there’s an Actual value, and is null when there’s no actual value.
    • When I add an Actual value, I can see my YTD update as well.
  • Great, we wanted to bring these advanced calculations right to your fingertips, and there you have it.

 

Simplified Evaluations (15:20)

  • Now, evaluations haven’t been left out of the equation, if you will…
  • Catherine: Ughhh, I get it….laaaame.
  • Jenna: I learn all my corny jokes from you Catherine.
  • So let’s actually go up to the Edit Measure window, and over to the Series tab.
  • We’ll edit our Actual series, and go over to the Evaluations tab.
    • You’ll notice here that a lot seems to be missing. Don’t worry, that is by design.
    • There were a lot of fields on this page that weren’t always necessary, so we’ve trimmed the fat to only include what you’re really working with when you create an evaluation.
    • So, let’s check the box to select each status we want to include. Maybe that’s just green, red, and blue today.
    • The dropdowns appear for each status indicator that we select
    • Then we have our comparisons to select – On Target as Greater than or equal to and Below Plan as Less Than, while No Information is any remaining values.
  • Maybe we have some static values in mind that we want to use for comparison, and we’ve added a new feature in ClearPoint 11 to make this easier..
    • Catherine: Now keep in mind that a static value isn’t always the BEST option, as targets might change. Sometimes it’s better to specify a percentage of another series for comparison.
    • Jenna: Thanks for that reminder Catherine. But in instances where static values are the most efficient, you can now select Static Value in place of a series name in the next dropdown, and you’ll see the Calculation field change to a Value field.
    • We’ll say our static value equals 2500 in both cases, and click save.
  • Awesome. Now what about setting the Actual Series evaluation as the measure evaluation?
  • Previously, this required switching tabs – not anymore! The Evaluation Option is right here above your series in the Evaluation Tab,
    • We’ve moved the Evaluation Option to the series tab so that you can easily see which series are evaluated, right below which evaluation is being used for the measure.
  • And there you have it!

 

Measure Library (18:11)

  • Let’s switch gears a bit.
  • For those of you using the Measure Library, we have a couple of exciting enhancements for you as well.
  • First and foremost, you can now access 80 Key Performance Indicators that ICMA released just a few weeks ago.
    • These measures and their data were collected through ICMA’s pilot jurisdictions as well as their Performance Management Advisory Committee as a way for cities to continue benchmarking after Insights was no longer available.
    • All you need to do to find them is filter by contributor, and select ICMA.
    • Then, as you can see, the measures span several focus areas
    • And if I click to preview the measure –
      • I can see one series for each municipality that has contributed data.
    • So this is just one more tool in your measures library toolbox to keep engaging with the municipal performance management community and benchmarking against other high-performing organizations.
  • So we’re sure you’re super excited to link all these new measures to your ClearPoint account.
    • Which brings us to another new feature.
  • Previously, you have only been able to link one library measure to a measure in your account. But what if there are multiple cities all tracking that metric?
    • Clearly it would be useful to reference these all in one place.
  • So let’s look at an example
    • If we narrow the focus area to public safety, and search response to see who is tracking emergency response time
    • We can see there is more than one page of associated measures.
  • Now, we can link them all to our own Emergency Response Time measure.
  • Jenna: It’s like they say in the chip commercials – betcha can’t have just one.
    • Catherine: Exactly. So we’ll link Arvada’s metric, and Olathe, Tamarac, and here we have our ICMA measure as well.
  • So when we take a look at our EMS Response Time measure back in our account, you can now see there are several measures here that I can check on to see how my measure compares!
    • And I can click on each to see the associated data.
  • Awesome. We’ll use History to get back to the measures library, and take a look at another area.
  • If we click over to the contributing measure organizations, we organized this into a format that’s easier to compare, so that you can easily find the information you’re looking for.
  • To edit your own information, just click the pencil icon next to your organization’s name.
  • And lastly, we haven’t forgotten your request for more user access to the measure library!
    • You can see that the measure library has moved from within System Settings to sit where non-admins can see it –
  • And that is because your Scorecard Administrators will now be able to access the measure library from the control panel, as well as see the measure library tab in any linked measures they have access to.
  • But don’t worry – only administrators still control what goes into the library.

So, that’s all we have time for today, and we want to make sure to leave time for your questions!

 

Questions (23:12)

  • Do dynamic date filters appear for custom fields also?
    • Yes, any date field can be used with the dynamic date filters, whether it is a custom field or a default field. (Revised End Date example)
    • So another examples of where you might use this are to track projects ending within a certain range, like 30 days or 90 days from the current date, to look at the upcoming month or quarter.
    • And that will keep progressing as your date moves forward.
  • How will ICMA data be kept up to date?
    • We’ll be adding any updates ICMA provides to ClearPoint soon after they are available.
    • Right now, we have the most recent data available from 2016, and any additional updates that are released will be put into the system in a timely manner.

 

Thanks so much for joining us on this episode of the “I Didn’t Know ClearPoint Could Do That!?!” Webinar, we’ll see you next time and Happy Reporting!

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