Charts & Displaying Your Data

Webinar 62 in the "I Didn't Know ClearPoint Could Do That!?!" Webinar Series

Want to make a good first impression? So does your data! During this episode, we’ll talk through picking the best chart to represent your data, branding and custom colors, advanced charting options, and much more! Join us on this episode of the “I Didn’t Know ClearPoint Could Do That!?!” to learn more!

Outline

  • Introduction (0:00)
  • Agenda (0:50)
  • Chart Types (2:26)
  • Displaying charts on the detail page (6:15)
  • Chart Series Options (8:16)
  • Creating custom charts (11:55)
  • Charts for Project Evaluations (14:34)
  • Exporting your charts from ClearPoint (16:41)
  • Questions (19:20)

Introduction (0:00)

  • Arah: Hello everyone, and welcome to the “I didn’t know ClearPoint could do that!?!” webinar series.
    • Today, we’ll be sharing everything you need to know about charts and displaying data in ClearPoint.
    • But before we get started, here are your smiling hosts, I’m Arah
    • Michael: And I’m Michael!
  • Arah: As a few housekeeping announcements:
    • We will be recording this session and will make it available within a week
    • The webinar will last about 25 minutes with time for questions at the end
    • So you can submit your questions to the Q&A chat box!! This is located in the toolbar at the bottom of the Zoom window.
    • And as always, anything that we don’t get to, we will follow up with over email!
  • Now, on our last installment, we had our FIRST ever Webinar Workshop where we learned about branding your reports in ClearPoint, so if you’re interested in learning best practices surrounding branding, be sure to check out that recording and transcript on our website or Vimeo channel!

Agenda (0:50)

  • Michael: Today, we wanted to drill down into charts.
    • So first, we’ll start by going through all the different chart types that we offer in ClearPoint.
    • Next, we will go over displaying two charts for one measure.
    • Then, we’ll want to spruce up the way our charts look. So we’ll cover all the tips and tricks to making the most out of your charts.
    • In addition, we will touch base on the more advanced parts of charts and display your data.
    • After that, we will discuss how you display a chart on an non-measure element detail page
    • And finally, we’ll share some simple ways to share your results outside of ClearPoint and wrap it up with any questions the audience may have,
  • Arah: So again, if you have any questions you’d like us to address during the webinar, please be sure to submit them to the Q&A located at the bottom of your Zoom toolbar!
  • Michael: Wow, the weather is really getting heated these days. That must mean summer is right around the corner. Do you have any plans, Arah?
  • Arah: I hear all these Gen Z kids and tiktokers going off about having a hot girl summer. I don’t know about that, but honestly my plans for right now are just giving these fire ClearPoint webinars.
  • Michael: Honestly, that sounds like a solid plan. A fire webinar needs some hot content!
  • Arah: It seems like being able to display your data nicely and showing off cool charts seems to be the move these days with our clients.
  • Michael: I guess we have our hot topic for our fire webinar then!
  • Arah: Alrighty, let’s get right into it then. We should start off with the basics and go through the variety of charts that ClearPoint has to offer.
  • Michael: The bar charts are absolute classics and the easiest place to start.
  • Arah: I guess we’re setting the bar high with all these different types of bar charts. I’m sorry no pun intended.
  • Michael: Ok boomer, enough with the dad jokes.

Chart Types (2:26)

  • Arah: Michael, who hurt you? Dad jokes never hurt anyone. Anyways, back to the real deal. Let’s start by jumping into ClearPoint.
    • Let’s start with the simple bar chart, this is a great way to compare data between discrete groups or categories. For example, the bar chart is great for when you want to compare the revenue of two different departments within your organization over time.
  • Michael: That seems a little basic and obvious.
  • Arah: Alrighty then, let’s now spice things up by throwing in a target line to that bar chart. This will still allow you to compare values while ALSO allowing you to see where you are in terms of meeting the target value or goal you’re hoping to achieve. In this example, we can see how production is doing and if the production is hitting the target.
  • Michael: Can’t the bars go both ways instead of just vertical?
  • Arah: Yup, getting there! That leads us to our next chart option: the horizontal bar chart. This is an excellent choice for ranking data and sorting data by ascending or descending order. As we can see here, we can see everyone’s music taste preference by laying out all the different genres.
  • Michael: Speaking of music genres, I can’t wait for future summer concerts! It really hits different when you go to one of those concerts and get yourself a popsicle or a cold drink.
  • Arah: Speaking of popsicles, that reminds me of the push pops from my childhood. This next chart actually looks like a push pop! This is our stacked bar chart, which is the best choice for displaying compositional data and the total value matters as well. We can see here that we can easily distinguish the age demographics of this population, while also being able to see the total population.
  • Michael: I assume you can also throw in a target line to this chart as well?
  • Arah: Yup!  It’s the same concept as the “bar with target line” chart. We can take everything we learned about the stacked bar chart and just add a target value. For this example, we can see the total revenue of the two different products while also being able to tell if that total revenue is hitting the target mark.
  • Michael: Alrighty I’m through with the basic charts. We gotta show them the charts that pass the vibe check.
    • That brings us to one of our most commonly used charts, the line chart. The line chart is a better way to track smaller changes than a bar chart. As you can see in the Revenue vs Expense chart, a line chart is great for demonstrating your business’ revenue and expense trends over time.
  • Arah: Hmm.. I thought we were done with being basic.
  • Michael: But wait, you’ve seen nothing yet! One of my favorite charts is up next, the area chart. An area chart is best used for data that relates to a relevant total. For example, the TV Streaming chart shows the total subscribers for each streaming platform, and then stacks them to display the overall number of subscribers across all platforms.
  • Arah: Okay that definitely passed the chart vibe check.
  • Michael: Of course, you can’t talk about charts without mentioning a pie chart. Pie charts are an excellent way to visualize numerical proportion and compare categorical data, as you can see in this example of student grades. If we hover over each slice of the pie, we can see both the number and percentage of students that receive each grade.
  • Arah: Those three percent of students that are failing better study up, school is no place to spend your summer!
  • Michael: Well it’s never too late to improve their performance! Speaking of performance, a gauge chart is an amazing tool to display this information! Gauge charts excel at showing progressive values, and are a great way to visualize the status of your metric. As you can see in the Overall Employee Performance Rating chart, not only does the chart show the rating, but it also displays whether it’s off track, at risk, or on track by using red-amber-green coloring.
  • Arah: Wow! This is actually crazy cool. Is there anything to top these?
  • Michael: Of course, we saved one of the best for last, the spider chart! The spider chart is the perfect way to track the attributes of different elements, and compare their strengths and weaknesses. In the Player Overview chart, we review the skill set of football legend, Tom Brady. As you can see, this chart does a great job displaying how Tom excels with his passing grade but struggles mightily with his running grade.

Displaying charts on the detail page (6:15)

  • Arah: Now that we got our different chart types down, we can utilize them to display data for a metric over multiple charts.
  • Michael: Multiple charts? I don’t know Arah this sounds like trying to captain a boat without any boating experience. Don’t want to get lost out at sea with all of that data.
  • Arah: Shhh… trust the process. Look at me, Michael. I am the captain… for ClearPoint.
  • Michael: If you say so…
  • Arah: So, we’re going to hop into the measure. From this detail page, we are going to click on the edit pencil icon. Now, we’re going to click into the Charts tab. You can already see the  chart built out and in place. So, we’re going to click on the plus icon to add another chart.
    • Okay, now we’re going to the series tab.
  • Michael: Woah that’s a lot of series, but what if I don’t want to see all those series since they’re already charted in the other existing chart.
  • Arah: Here’s where the magic comes in! You can remove and add as many series as you’d like. Just click the X icon to remove the series from the charts. Now let’s save.
  • Michael: You sure this is going to work? You can really have multiple charts on one detail page?
  • Arah: Michael, we can’t be having this kind of negativity! You’ve got to trust the ClearPoint process. It’s in the name. ClearPoint. We will clearly point you in the right direction.
  • Michael: Okay okay I got it.
  • Arah: Okay where were we? Ah yes, we will click on the dropdown menu next to the edit pencil icon. From here, we will edit the layout. You can either scroll and look for your newly made chart or just search for it in the filter list. There she is! Now let’s drag and drop it underneath the first chart! Hit Save.
  • Michael: Wow you weren’t kidding.
  • Arah: Michael, please, the captain never plays games.
  • Michael: You’re right, captain. It is amazing that you can have different variations of charts with a single set of the same data.

Chart Series Options (8:16)

  • Arah: Right? Okay, now that we got the groundwork in, it’s time to show off all the tips and tricks that ClearPoint has to offer!
  • Michael: Okay, just letting you know that everything is about aesthetics these days. Is there anything we can do to make these charts really pop?
  • Arah: Of course, we have to make sure everything is on brand. Luckily, you can make all the branding magic happen in the chart series tab. You first want to double click into a chart that you would like to edit. Then, you click into the chart series tab. From there, you will notice all of your different series. Let’s edit into a series by clicking on the edit pencil icon.
    • Now, let’s break down all the steps on how to customize your charts. Let’s say that you want the series to be named something very specific, then you can change the label. Let’s type in 70’s Rock.
  • Michael: I’m more of a 90’s fan.
  • Arah: Geez. I guess that’s one way to show an age difference. Anyways, you see that the label at the top has changed. Once you hit save, and then “Refresh Preview”.  Notice how the series is now updated accordingly with its new label.
  • Michael: Sweet, is there more?
  • Arah: Yup, I can do this all day. Let’s try customizing another thing in another chart. In Series Options, we first see shape. This pertains to selecting the chart shape, meaning that you’re choosing to edit a line, column, bar, or more.
  • Michael: Okay cool, but is there any way to make the line chart that I talked about fancy?
  • Arah: You really like that line chart, don’t you? Maybe this chart will help you stay in line and keep you out of trouble this summer.
  • Michael: Arah, I’m sorry, but I don’t think puns are really your thing.
  • Arah: Maybe if I try harder, it’ll stick eventually. Anyways, there’s plenty of things you can customize with these dropdown menus. You can also set the line width by punching in different numbers to emphasize your lines. You can choose what shape you would like your marker to be whether it is a square, circle, or diamond. On top of editing your lines, you can also select how the line shows up in your chart whether it is dashed, solid, or dotted.
  • Michael: What if I want to show the actual data value in the chart?
  • Arah: Great question. You can go to the data label style and select how you like your data to show up. The Value option will show you the actual value label over your bars and lines.    Since you young people are all about that aesthetic. Let’s talk color! At ClearPoint, we will never not stop talking about branding. This is a great opportunity to set your chart series to align with your organization’s branding colors, which will look amazing to present internally and externally. You can also set certain series to specific color codes that help you read your data more efficiently.
  • Michael: Wow! There sure are a lot of ways to customize your charts!
  • Arah: There sure is…I did say I was giving a FIRE webinar my dude.
  • Michael: Oh boy, this webinar may just cause the first heat wave of the summer! Although Arah, you forgot to mention one of our most exciting chart customizations, plot bands!
  • Arah: True, but I always get lost when trying to add them.
  • Michael: Plot bands are actually rather easy to add, and are a great way to visually display the status of your measures!
    • In order to add them, you first will need to double click on the chart you want to edit. This will pop up the edit window for your chart. From here, you will want to click on the “Advanced Options” tab and then check the “Add Plot Bands” box. You will then click on the “Add Plot Band” button, choose the color you will like your plot band to be, and the values it will display for. Once you’re done, all you need to do is click “Save” to apply the changes to your chart.
  • Arah: Oh wow, that is easy!

Creating custom charts (11:55)

  • Michael: But wait, we still haven’t gotten to my favorite chart feature in ClearPoint…creating custom charts!
  • Arah: Oh boy, that sounds kind of wild!
  • Michael: It sure is, but it gives you so much control over which charts you can add to your account.
    • To create a custom chart, you will open the chart edit window, click on the Chart Type dropdown, and then select on “Custom Chart JSON”. This will launch a new window that will show you the JSON of your chart. From here, you can type in the JSON for a variety of unique charts that aren’t a part of the 10 default charts. For example, we can change the alignment of the legend from right to center. Once you are done, you have the option to add the chart to your library by clicking on “Add Custom Chart Type”, giving the chart a name, and clicking “Add”. Now when you click on the Chart Type dropdown, your new chart will appear under “Custom Chart Types”.
  • Arah: This is really cool, Michael, but all of that JSON code is a little intimidating.
  • Michael: I agree, Arah! But that is why we have JSON templates already built out within your account that are very easy to use.
    • To access them, you will want to relaunch the JSON window for your chart. However this time, instead of editing, we are going to delete the JSON. This will then enable you to use the Custom Chart JSON template dropdown. When you click on this dropdown, you have access to a variety of unique charts such as waterfall, plot bands, and donut charts to name a few. If we select one of the options, this will populate the JSON for the chart. All you need to do after that is click Save, and now we have a perfect Donut chart to view our data!
  • Arah: I really wanna eat a donut now. It looks so pretty too. But Michael, what if you end up saving a chart that you no longer use, does it have to stay in your library forever?
  • Michael: Great questions, Arah! To manage your chart library, you first will navigate to Admin Options, and then Advanced & Custom Charts. Here you will be able to see all of the custom charts you have added to your account, plus you are to create new charts from this window as well. If you want to delete a chart, all you need to do is click the red trash can, and it will be taken out of your library. Although if a chart is still in use within your account, you will not be able to delete it.

Charts for Project Evaluations (14:34)

  • Arah: Woah that’s cool! I know we’ve been getting deep into the Measure element with these charts. Is it possible to have charts show up in different elements?
  • Michael: Yes! You can add charts to different elements other than measures by enabling project evaluations. First, you will want to navigate to Admin Options – Project Evaluation. Next, you will want to navigate to the element that you wish to display data on.
    • For this example, we will use initiative. From there, you go about adding series like you would for a measure. Make sure to give your series a name, choose its data type, and click save. When you are done adding your series, you will want to make sure you enable them by clicking on the enable evaluations box.
    • Next, you can navigate to the element you just enabled evaluations for, click the Edit icon, and go to the Update Data tab. From here, you can add your data.
    • Once you are done adding your data, you will then navigate to the Chart tab and click the plus icon to add a new chart. Then give your chart a name, choose it’s chart type, which period it will display, and click Save.
    • You will notice after saving that the chart is still not displaying on the detail page. You need to click edit layout and search your chart’s name. Once you found it, drag your chart where you would like it to display on your detail page, and click Save. Now you have a chart display information on your Initiative detail page!

Exporting your charts from ClearPoint (16:41)

  • Arah: Now that we know everything there is to charts, it’s time to share our work! We need let everyone and the people in the back know!
    • On any given chart, if you look closely, there is a very light grey hamburger icon. If you hover over and click on it, it gives you the option to download that specific chart as an image file or pdf document.
    • If you would like to compile all your charts as a collective into one report, you can always create a Dashboard Report. Just go to Measure and into Manage Measure Report. Click the plus icon to add a new summary report. Let’s give it a simple name and all you need to do is make sure that the report type is set to dashboard. From there, you can select the different dashboard sizes. Then you should be good to go.
  • Michael: And we can still export this right?
  • Arah: Yup! Just like all reports and detail pages in ClearPoint, you can just click the dropdown menu next to the edit icon to export to PDF or PowerPoint, or even email the report out to folks.
  • Michael: Wow! I really learned a lot about charts in ClearPoint today.
  • Arah: Right? Let’s now turn to our audience and see which is their favorite graph to use? We are going to open a quick poll for everyone to participate in!

Poll: Which one is your favorite chart?

  • Michael: The winner is…stacked bar chart with target line!

Questions (19:20)

  • Arah: With that, we’d love to use our remaining time today to open up the floor for your questions!

Question 1: How do you set a chart as default?

  • Michael: Great question! So to set up your default chart for measures, you’ll want to go to Systems Settings > Admin Options > Default Series and Charts. From here you are going to go to the Charts tab, and you can select what you want your chart type to be for the default. So say we wanted to use the ‘Stacked Bar’, we can choose that. And then we can choose how we want our legend to show up. So let’s do ‘Bottom Center’. And then once we’ve set up our customizations, we can click Save.
    • Then if we go and add a new measure, and then go to it’s detail page, and click on the chart you can see it takes on the same chart time that we just set as default.

Question 2: Is there a way to customize the information displayed when you hover over a bar in your chart?

  • Michael: That is a great question, John. So we already have in place, with a variety of bar charts you are able to see what the value is. If you have further questions about how that looks, one of our customer success team members will be happy to help you with that and answer that with a follow up email!

Arah: Alright, well it looks like that’s all we have time for today! Thanks for taking the time to check out our charting and displaying data features in ClearPoint! We hope you can now confidently say ‘I DID know ClearPoint could do that!’. See you next time, and Happy Reporting!

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