Note: For paid subscriptions, variables are a no-cost measure alternative. Variables are designed for use as disaggregated (child) measures for calculated (aggregated) measures. Variables contain data only - no notes, actions, or file attachments. As with measures, viewing and editing variables can be done from the Variables list (Object / Measures / Variables), or from within the calculated measures to which they are added.
One way to view an indicator or performance measure is to start by viewing a scorecard that contains the measure. Then click the measure name.
Or you can open the Indicators list or Performance Measures list, search for the measure you want to view, and click its name or View button. (If you have long lists of measures, or your lists include multiple measures with similar or identical names, tags enable you to filter your search.)
Note: The rest of this article covers the editing options for indicators. Options for editing performance measures are identical.
At the top left you can see the measure's reporting frequency, polarity, and whether the data is entered manually or calculated. If this is a measure you’ll want to access often, clicking the star icon to the left of the measure name will mark the measure as a favorite. Favorite measures, as well as favorite scorecards, are listed on your Dashboard.
Along the top right are several measure options:
- Edit: Options to edit the measure’s basic properties, formatting or data properties, and view measure history
- Export: Export in Excel format, or display the measure in an exportable view
- Share: Get Embed codes for sharing the measure on a site hosted by you or by Clear Impact
- Add: Options to Add Notes, add the measure to a container, add an aggregated or disaggregated measure, or add a comparison measure
- Options: View related aggregated or disaggregated measures
When editing the measure, there are four tabs along the left.
- Basic Properties: Name, tags, measure type, description
- Formatting Properties: Decimal places, units, polarity
- Data Properties: Data source, frequency, calculation type (if used), manual targets, substituting zero for null values
- History: Creation and modification dates
If you make any changes, be sure to click Save.
For measures that have data entered, the data graph appears below the measure name. Above the graph are several graph options; the options that appear depend on data type and number of data points:
- Sticky Chart: Toggles the left side of the display to include only the graph, or the graph plus several tabs just below
- Show Recent Data / Show All Data: Displays the last few data points, or expands the graph to show all data
- AI Assist: If enabled, offers data interpretation (available when there are 10 or more data points)
- Line / Bar: Toggle between line and bar graph display (admin users can set the default display)
- Comparison: If this measure has a compared measure, you can display trend line or grouped comparison.
- Edit: Add or edit measure data, add or edit forecast values, or edit graph settings
- Aggregate: For measures with less than annual frequency, there are options to show data aggregated annually and / or quarterly. This provides an at-a-glance view of the current year or quarter.
Note: Users with admin permission can change the default colors and line widths used in graphs.
There are also options to print the graph in several formats.
Opening the Data tab displays a table of all data statistics, including average, mode, median, standard deviation sample, and standard deviation population.
Opening the Notes tab displays the note types configured as the default notes for the measure type. To add a new note to the result, in addition to the default notes already included, use the Add / Notes option.
Note: Users with admin permission can configure the default set of notes included with each measure type. Admin users can also edit system-defined notes or create new note types.
When adding a note, choose one of the standard note types in your system. You can fill in the note now or later, and when finished, click Save.
Keep in mind: Note completing is a contributing factor to a scorecard’s engagement score.
To complete, edit, or delete a note, click its Edit icon. Clicking a note’s History icon displays a chronological list of note additions and edits.
Below the data graph are three more tabs:
- Relationships lists all containers that use the measure, as well as aggregated (parent) and disaggregated (child) measures, and comparison measures.
- File Attachments: Any files uploaded to this measure