This is a YouTube video titled "Getting Started - Updating Charts" created on August 14, 2019, providing a tutorial on how to update and customize charts within the ClearPoint software. The content is instructional, explaining step-by-step how to edit chart details, series, and periods for reporting purposes.
Updating your charts in clearpoint is easy. Here's how it works from a Measure Detail page Double click on the chart to open the Chart editor. On the first tab, you can change the name of your chart, turn on the legend and choose your chart type. Click the Refresh Preview button at any time to see what your changes look like before you hit Save. On the Chart Series tab, you can select which series you want to appear on the chart for each series. You can also change the shape, color, and other physical attributes. From the Chart Periods tab, you can select which periods you want to display on the chart. You can show a certain number of periods, all periods to date in the calendar or fiscal year and even future periods. Click Refresh Preview one more time to see what your changes look like. When it's exactly how you want it, click Save and your chart updates on the page. Happy reporting.