Exploring the ClearPoint Chart Library

Webinar 64 in the "I Didn't Know ClearPoint Could Do That!?!" Webinar Series

During this webinar we introduce you to our updated Chart Library in ClearPoint. We’ve add several exciting chart types that we cannot wait to share with you!

Happy Reporting!

Webinar 64 Transcript

Outline

  • Introduction (0:00)
  • Agenda (0:48)
  • Importance of Data Visuals (1:17)
  • Chart Types (3:34)
  • Leveraging Chart Library (5:12)
  • Custom JSON Charts (16:19)
  • Questions (19:41)

Introduction (0:00)

  • RJ: Hello everyone, and welcome to the “I didn’t know ClearPoint could do that!?!” webinar series
  • Today, we’ll be talking about the newly updated ClearPoint Chart Library!!
  • But before we get started, here are your smiling hosts, I’m RJ!
    • Tricia: And I’m Tricia!
  • RJ: As a few housekeeping announcements:
    • We will be recording this session and will make it available within a week
    • The webinar will last about 20 minutes with time for questions at the end
    • So you can submit your questions to… the new Q&A chat box!! This is located in the toolbar at the bottom of the Zoom window.
    • As always, any that we don’t get to, we’ll follow up with over email!
  • Now, on our last installment, we hosted a webinar workshop on tracking data trends, so if you want to learn how to visualize and interpret your data in ClearPoint, be sure to check out that recording and transcript on our website or Vimeo channel!

Agenda (0:48)

  • Tricia: Today, we’ll be talking about the Chart Library. We’ll go over some best practices for charting and data visualizations, then dive into our updated Chart Library to show off some of our awesome new right out of the wizard’s box charts, and tie things up with an awesome dashboard view. So again, if you have any questions you’d like us to address during the webinar, be sure to submit them to the Q&A located at the bottom of your Zoom toolbar!

Importance of Data Visuals (1:17)

  • RJ: We understand the importance of charting and data visualizations, which is why we have focused on making some exciting enchantments… I mean, enhancements, to our chart library.
  • Whether you’re responsible for charting data at your company or you just need to capture the essence of one particular measure, using the right performance management chart is key to getting your message across accurately.
  • It can make a big difference in properly understanding and making good decisions based on the data you are tracking.
  • Tricia: When thinking about data visualizations, it is important to keep in mind a few key things when choosing what chart types to use for a measure.
    • 1. Understanding your audience – The way you visualize data needs to be clear and understandable to the target audience, enabling them to process information efficiently.
    • 2. Emphasize what is truly important – In data visualization, the audience must follow the story you’re trying to convey by looking at your chart. This is why it’s so imperative to direct the reader’s attention through specific visual cues, such as reference lines or highlighted trends.
    • 3. Make use of color – Colors can be a useful tool in data visualization, as you can effectively communicate important information about your data through the use of different color combinations. For example, have your Target line be red to emphasize the importance of reaching that line.
    • 4. Keep visualizations and dashboards simple and digestible – this will help your audience to Quickly understand high-level overview information for the measure without having to dive into every detail.
    • Last but not least – Choose the right visual for your purpose – it is crucial to choose the correct chart type to convey the message your data is reporting.
  • Today – we will help to ensure going forward you are flying through your charting decisions in ClearPoint based on these best practices!
  • Additionally, we have a great article that you can see here that walks through best practices for each chart type that you can reference after the webinar.

Chart Types in ClearPoint (3:34)

  • Tricia: Oh no ,as I was pulling up that page, I got an email about an urgent dashboard needed ahead of our presentation to the ministry of magic which is thirty minutes away. There is no way I can get that created in time!
  • RJ: Tricia – with all of the awesome new ClearPoint charting capabilities, getting this dashboard created will be as easy as saying ‘Abra Cadabra’! Now let’s log into ClearPoint and go on a quick magic charting ride to explore the new library!
  • Tricia: Thanks for your help on this! Luckily, all of our data for the month has been uploaded automagically through our Data Loader, so we only need to focus on the data visualizations.
  • RJ: Wand – erful! How about we get started by jumping into the first chart we have here and exploring the updated Chart Library.
  • We can start by double clicking on the Wand Sales chart to edit it. From here we can click our Chart type dropdown to see our default chart types, but before we continue just let me quickly disillusion you – there is one important language change to point out with our recent chart enhancements. To better fit with other charting applications we changed what used to be the ‘Bar Chart’ to read Column Chart – this is the vertical column you will see to the right. We changed the horizontal bar to simply read ‘Bar Chart’….but we also have many more chart types as you can see below transition
  • Tricia: Wow! There are so many Chart Types available to help with data visualizations of different types of measures.
  • Is there a way I can see what my data would actually look like with these different chart types instead of just seeing the list of types?

Leveraging the Chart Library (5:12)

  • RJ: Of course – let me show you an easy sleight of hand trick that will help! If we want to see what the data would actually look like we can click on View Chart Types and see the different chart types with the data that is currently input for this measure. *Clicks into dropdown to show the different chart types*
  • Tricia: Based on the data for this measure, I think it would make sense to display this as a line with markers so we can easily see the year over year trend for our revenue from wand sales.
  • RJ: That sounds great! From the top dropdown menu we can choose Line Chart and now can easily select the Line with Markers chart, without having to go into the Chart Series tab. This is an awesome way to see what your chart will look like before actually saving it!
  • Tricia: Perfect! Now that we have that chart ready to go, can we jump into Net Profit? I know that is a chart they are going to want to take a look at as it sums the net profit across Gryffindor, Hufflepuff, Ravenclaw, and Slytherin.
  • RJ: Sounds good! Let’s dive into Net Profit.
  • Tricia: So for this measure, we want to illustrate how a starting value of something becomes a final value through a series of additions and subtractions along the way. Is there a chart type that best fits that?
  • RJ: That sounds exactly like a Waterfall chart. Let’s go ahead and edit this bar chart, click into  our chart type dropdown and scroll down to select ‘Waterfall’. When we refresh our preview we can now see a waterfall chart that will highlight the additions and subtractions over time.
  • Tricia: Wow! That looks good. But one thing… I don’t think they are going to love that black magic color based on our other charts. Too bad we can’t change the colors of the chart once the type is set.
  • RJ: Don’t you worry! We can customize down to the color for each individual series and even choose an option to add the data values to the chart. To do this we can click into our chart series tab and then click to edit the series. From here we can use the color option to set our custom series color, and then use the Data Label Style option and select value if we want to display our data values on the chart.
  • Tricia: I cannot wait to enchant the group with these amazing charts! What can ClearPoint not do! Hmm well thinking of that, there was one thing I know we cant do. I have a measure with a pie chart, which is really great to see the current month’s percentage of the whole for these series.
  • However, someone recently asked me if we could see how these series track to a percentage of the whole over multiple periods.
  • RJ: Wait a second! Have you seen our recently added 100% stacked bar chart? If you haven’t, then… prepare to be amazed – I think this will deliver exactly what you want to see! This chart should be used when you have two or more data series and you want to emphasize the contributions to the whole over time.
  • Tricia: I have never heard of that! Can we jump into Number of quidditch tournaments won by House and see what it’ll look like if we change the pie to the 100% stacked bar chart?
  • RJ: Of course! Let’s jump in and make that change. It looks like currently we only have Hufflepuff selected to display in the pie chart now, but not to fear, with a little faith trust and pixie dust I am sure we can show the value of each house over time. Let’s start by editing our chart, and changing the chart type to a 100% stacked bar. This is the chart type that will allow us to compare these values as a percentage of the total over time. Now we can click into our chart series tab, and add in the other houses so we can see how they are stacking up with Hufflepuff. When we refresh the preview we can see Gryffindor is leading the way and Hufflepuff is pulling up the rear.
  • Darn, hopefully hufflepuff has done better in the past. We can take the final step of updating this so we can view more periods to get a sense for trend – how about we do the last 6 periods and see how that looks?
  • Tricia: That is perfect! I had no idea we could do that. This chart is really going to ‘stack up’ now, if you know what I mean!
  • RJ: Speaking of stacked, I noticed you have a chart with multiple columns and a target line, but it appears that the target line should be the target for all of the columns as a whole.
  • Tricia: Ohh are you talking about the Number of Spells casted? I always wondered how I could better show the total number of spells casted in all houses compared with our overall target. Are you saying this is possible?
  • RJ: Yes! We have some pretty cool Combo charts, of course we have the traditional Column with Target line, but we also have a stacked column with Target line chart type available!
  • Tricia: Perfect! Let me just jump in and make that change. I think I will choose the Stacked Column with Target Line – this should really help our team be able to see how close we are to the overall target.
  • RJ: Wow, that one really came together well. I think that’ll be a great change to your dashboard.
  • Tricia: Agreed! Now onto the next one… for this measure % of students enrolled in muggle studies, our focus is really how we are doing compared to the red, yellow, green evaluation we have set up on the Actual series.
  • The chart now shows that we are close to where we want to be for the current period, but I know at the meeting, I am going to get asked where we fall in our evaluation range. Is there anything you know that can help with that?
  • RJ: Yes! I have a couple of tricks up my sleeve for this. Let’s jump in and edit the chart. Under the gauge section, we can see a couple of options that could work here – the gauge or the half circle gauge will both show your actual value and the evaluation ranges for the series. Which one do you think?
  • Tricia: Honestly… I don’t really know what the difference is. Is there any way to see both of them with my current data at the same time so I can choose what would be the best for the dashboard view?
  • RJ: That is a great idea! Let me click into View Chart Types and then click into the Gauge section in the dropdown. Here you can see both the Gauge and the Half Circle Gauge based on your data for the current period.
  • Tricia: Hmm – looking at that, I think it makes sense to use the Half Circle Gauge! I love how large the Actual value is, as I know that is the real focus for this particular measure.
  • RJ: Great! We can choose this one and go ahead and save, so that chart is ready to go.
  • Tricia: Okay RJ – I have to admit to a little illusion I pulled off last meeting. When someone asked me to update our student satisfaction chart to a Radar chart, I said I would and honestly I have no idea what that is. Someone tried to help by calling it a Spider chart, but I was still lost. Any chance that is a chart type option in ClearPoint?
  • RJ: You are in luck! We have a few different Radar chart options available in ClearPoint. These charts can be really useful when comparing three or more variables across different periods, which seems like it would be perfect for your student satisfaction measure since you’re comparing student satisfaction with teachers, coursework, and extracurriculars over time.
  • Why don’t you jump into that measure and we can take a look?
  • Tricia: Sounds great! I will edit that chart and then I am going to take advantage of that magical View Chart Type option again to check out the Radar options.
  • Hmm looks like there are quite a few options in this chart type. I think the traditional Radar does the best job to be able to see how these series compare from period to period.
  • I am going to pick that chart and then we should be good to go. So far, I am thinking this Radar chart might be my favorite chart type I have learned today and everyone will be so excited to learn that student satisfaction is currently at it’s best across all categories this period!
  • RJ: Speaking of favorites, one of my favorite charts that is now so easy to apply is a Donut chart.
  • Tricia: Alright, you are making me hungry!
  • RJ: It is like a Pie chart, but even cooler!
  • Tricia: RJ – stop it with the food references, I’m not sure I can make it to lunch!
  • RJ: Sorry sorry! That is the last one. The Donut chart is a great alternative to the traditional pie chart as a way to visualize the contribution of each value to the total for a single period. We can jump into the % of students receiving disciplinaries breakdown to see the Donut chart applied. Keep in mind for this one we will need to select our other series to display them in our donut chart.
  • To begin we can edit the chart and from the chart type dropdown select the Donut option just beneath Pie. When I refresh the preview, I can see it resembles the Pie chart but with a whole in the middle. Now we can add in our other series and see how they all stack up I think this is a really cool chart that will bring even more to your dashboard view. Unsurprisingly we can see that Slytherin once again led the pack in number of disciplinaries.
  • Tricia: They always have been trouble, and I agree! Let’s go ahead and save that change.
  • RJ: I see here that you are also looking to track the number of classes taught by various Hogwarts professors. I just wanted to give one more option that will really charm the ministry of magic and could be a great way to show the number and percentage of Hogwarts classes taught by each of these teachers over time!
  • Tricia: Wow! I can’t believe there’s more! These really are magical updates to the chart library, let’s see it!
  • RJ: We recently added a few different area charts to clearpoints chart library as well. If we edit the Number of classes taught by professor and scroll down we can see our area chart option. Our regular area chart is a good way to show the comparison of the number of classes taught by each teacher, but we can also choose our 100% stacked area to see the contribution of each on a 100% scale.
  • Tricia: This looks great, but I also see there is an option for each area chart that includes ‘Spline’ – what exactly will this do?
  • RJ: Choosing this spline option is more of a design/display preference, and can be useful to show a fluid trend, as we can see when we select 100% stacked area spline and refresh the preview. This will create a curvature on each of the data point so it displays as a smooth line as opposed to a jagged line!
  • Tricia: Awesome, let’s put this in as 100% Stacked Area Spline!

Custom JSON Charts (16:19)

  • Tricia: Wait… we had a great chart that was saved with our branding colors as a Custom JSON chart. It used to be at the top of this dropdown, but it looks like it has disappeared
  • RJ: Don’t worry, you did not lose any of your custom charts! We updated the Chart Type dropdown to list all 30 default charts first, but you can still find all of your custom JSON charts at the bottom
  • If we edit this chart and then scroll down to the bottom on our chart type field we can see out custom charts. Let’s go ahead and set this measure with the Gryffindor custom charting colors to see the branding pull through.
  • Tricia: Oh perfect! We have some great custom branded charts, so I wanted to make sure we could still apply those. I am looking forward to making a few more with the new charts we just set up as well!
  • Now that we have all of the charts setup for the meeting, let’s review our Large Chart Dashboard, so we can really highlight these key measures with their charts.
  • RJ: Wow, we really got through a lot of charting visualizations in a short time! You have the coolest dashboard view ready for your meeting!
  • We would love to hear from everyone else on what their favorite chart was that we included on our dashboard today. We will give you all a few seconds to submit your favorite!
  • Tricia: Looks like we have a tie between our donut chart and 100% area spline! Those are both new to the chart library so I can see why people are excited to start using them soon!
  • Awesome. And RJ, you know what else is great about this report? I can share it right from ClearPoint by sharing my screen during the meeting, or even email this to the meeting participants as a PDF right from ClearPoint.
  • I am going to go ahead and email this out ahead of time, so everyone can see the really awesome work we have done!
  • RJ: Not only that, but you can also choose some specific charts you want to share externally and use our chart embed codes to easily add them to your organization’s website. If I were you, I would definitely want to show off that awesome radar chart tracking student satisfaction.
  • Tricia: What a great idea! Thank you so much for all your help today on getting this dashboard updated and pulled together so quickly. I now have all the confidence in the world to show off our organization’s data through these enchanting visualizations in ClearPoint.
  • RJ: Awesome! With all of this charting knowledge, you will kill it at your meeting!

Questions (19:41)

RJ: Double double toil and trouble it like we’re nearly out of time! We’d love to use our remaining time today to open up the floor for your questions!

Question 1: Here is one that came in – I noticed the Padded columns chart in the Chart Type dropdown. That’s definitely new! What does that look like and when would you use it?

    • Click into # of Quidditch Tournaments chart and change to Padded Columns
    • This is best used to compare series values over time
    • These are superimposed, so keep in mind you will want to have series with distinct differences in values

Question 2: Another question that came in – In the Wand Sales chart, there is data missing for Jul-20. It looks strange that the line is not continuous on the chart. Anyway around that when you have missing data?

    • Oh yes! That month – Voldemort hit the wand stores, so we lost our data. We can always edit the chart and choose to Interpolate the values to fill in the line. This will use the data from the period before and after to estimate the line in Jul-20.

RJ: Alright, well it looks like that’s all we have time for today! Thanks for taking the time to check out the ClearPoint Chart Library with us! 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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