Metric Details

Metric Details displays information about the metric configuration, such as Name, Data Type, Metric Type, and Summary Method. These details are common to all metric types. Additional details will be displayed depending on the metric type. For example, summary, parent, and formula metrics will have a Layout and Metric section to display dimensions and metrics included in the metric calculation logic. Validations for input data are unique to the input metric type.

Metric Name

The name of the metric can contain alphabets, numbers, and special characters, excluding single quotes and dots. The name cannot start with a number or special character. Within a sheet, the name must be unique.

Data Type

The system allows users to choose the data type for metrics from a dropdown menu with the following options:

1. Number: Represents a numerical value with two decimal places.
2. Percentage: Represents a percentage value.
3. Integer: Represents a whole number without decimal places.
4. Currency: Represents a number specifically used for accounting purposes (money).
5. Date: Represents a date value.
6. Text: Represents alphanumeric text.
7. Boolean: Represents a binary value with options for Y (Yes), N (No), or blank.
8. List (Selection): A text metric with data validation in the form of a dropdown list. The system displays all available dimensions within the system. The dropdown list is populated from the master data of the respective dimension.
9. Document: The metric type allows upload of files.
10. Data Status: Enables the creation of data protection rules that can be applied to a specific metric or functional area. This metric is used to display the current status from the allowed values of status.
11. Dimensions: Allows selection from a dropdown to input dimension members as data. The allowed values here can be controlled from the Allowed Members section of the metric.

Users have the flexibility to change the data type between similar data formats:

• Between Number, Percentage, Integer, and Currency.
• Between Text, Boolean, and List (Selection).
• Date metrics cannot be changed.

v25.05: Metric Type

Metric type is a dropdown selection with four available options. Metrics can be of the following types:

• Input: Used for inputting data into the system. Data will be input directly by users or selected from a dropdown.

• Formula: This metric contains a user-defined formula and displays the computed value based on that formula. Data will be calculated using specific logic.

Parent

A parent metric is used to establish a hierarchy between metrics, similar to dimensions. This allows for the creation of multi-layered logic using metrics. A parent metric can only be an aggregation of metrics within the sheet, including input, formula, linked metrics, and other parent metrics in the same sheet. The signage for each metric can be assigned as + or - from the metric section of metric details.

Summary

A summary metric is similar to a formula metric, with the difference being that a formula metric applies calculation logic to leaf members only and simply summarizes the values for non-leaf members according to the summary type. The summary method applies the same calculation logic to all members, irrespective of their position in the dimension hierarchy.

Linked

Linked metrics are metrics imported to the target sheet from the source sheet. This avoids redundancy and enables the reuse of related metrics. The source and target sheets can contain different dimensions. The linked metric name can be given in the target sheet; however, the metric type, data type, and summary method can only be updated in the source sheet. It can only be read in the target sheet. Linked metrics are displayed as SheetName.MetricName in the metrics section of the sheet and the metric list. The option to enable input to a linked metric can be updated in the target sheet using the Allow Input option in metric details.

Summary Method

Users can select options from a dropdown menu, including:

• Sum: Calculates the total sum of metric values.
• None: No summary method applied.
• Average: Computes the average of metric values.
• Min: Identifies the minimum value among metric values.
• Max: Identifies the maximum value among metric values.
• Ratio: Allows users to define a ratio for metrics.

Data Protection Rule

This section will show if any data protection rule is applied to the metric.

Linked Dimension

If any dimensions are linked to the metric, they are displayed in this section.

Trace

When a metric side panel is opened, a new button labeled Trace will appear in the top-right corner of the Metric Details section. Clicking this button opens a popup containing two reports:

Dependents: Displays all metrics where the current metric is being used. This includes usage as an input metric, within the Add parameters of another input metric, inside the Add - Alias parameters of another input metric, or as a Journal Header Metric (Status/List type only) when used as a filter in another input metric from Journal.

Precedents: Shows all metrics referenced in the formula of the current metric. Only Formula, Parent, Summary, or Linked metrics can have Precedents.

Users can view details such as the sheet name, metric name, data type, formula, and associated dimensions for each dependent or precedent. An option is also available to open the metric details in a new browser tab for easier navigation.

Additional Metric details by Metric Type

Input

Input metrics have four types of details depending on the data type used. Basic input types like Number, Integer, Percentage, Currency, etc., will have Validation. List will have Allowed Values. Data Status will have Allowed Values as well as Data Status settings. Dimension will have a slightly different Validation section.

Validations

This is used to restrict input values within a range by comparing the input to the selected Comparer Type. Only values that qualify within the comparer range are allowed.

The Comparer Types are: No Validation, Greater than, Less than, Between, Not Between, Equal to, Not Equal to, Less than or Equal to, and Greater than or Equal to.

The validation type will change according to the metric type. Validation also allows for displaying a custom message to the user when a value violates the validation rule.

List

The metric details in the List will include an Allowed Values section that displays all the permitted values and provides options to create new values, delete existing ones, and change their order of appearance.

Data Status

Allowed Value: This list displays all the permitted values for Data Status. Any one of these can be set as the default status.

Driver: Driver is a mandatory dimension selection based on which the teams in the data protection rule will be determined.

Data Protection Rule: Specific rules can be created for individual data status members and permissions can be assigned based on these rules.

Rule Description: This the name of the rule.

Rules: The rule follows the format "Status allows edits by Team," where Status is the permitted value and Team is the user group.

Applies to: The rule can be applied to a specific metric or an entire functional area.

Restrict Status Change: This option allows the creation of data status changes from one permitted value to another by a specified team.

Dimension

Allowed member can be selected from Validation section, where Allowed member is a selection dropdown, where Property is a dimension, and Equals To is a member of the property.

Parent

• Layout: The parent metric contains a layout section where rows display the dimensions included in the metric.
• Metrics: Below the layout is the metric section where metrics used as input to the current parent metric are displayed in order. Each of these metrics needs to be assigned signage based on the parent metric logic. The order of the metrics can be modified.

Formula and Summary

Some additional functionalities are available to the formula and summary metrics, as described below:

• Applies to: Used to restrict formula calculations to specific member values. Users can select dimension and member combinations to limit the calculation to specific values.
• Layout: Used to update the layout required for calculation using preferences. For each dimension, users can select member relations from the dropdown.
• Metrics (Input Metrics): Used to add input for calculation. Users can import one or more metrics from the same or different sheets into a formula metric. Each imported metric will appear in the Metrics section.

Metric Functions

These functions define how input data is treated. They include:

• Sum (Only for Number/Percentage/Integer/Currency): Calculates the total of source data based on matching conditions.

• Max (Only for Number/Percentage/Integer/Currency): Retrieves the maximum value of source data based on matching conditions.

• Min (Only for Number/Percentage/Integer/Currency): Retrieves the minimum value of source data based on matching conditions.

• Get (Only for Text/Boolean/List (Selection)/Date): Retrieves the exact value of text based on matching conditions.

• Lookup (For all Data Types): Similar to Sum for Number. However, the input metric will act as secondary, where data is only derived if it exists in the primary metric for the same members for dimensions.

By clicking the ellipsis beside the metric, the following operations can be performed on the metric:

• Move Up: Move the metric up in order.

• Move Down: Move the metric down in order.

• Delete: Delete the metric.

Metric Parameters

Parameters are an additional functionality applicable to linked, formula, and summary metric types. The purpose of parameters is to enable and configure dimension matching when importing metrics with different dimensions. Parameters can also be used to filter values for specific dimension members, thus providing more control over data. Metric parameter functions can be applied to dimensions in the metrics section.

The parameter types and functionality include:

Filter: Dimensions under Filter will be excluded from the matching condition. Hence, data will be imported only for the selected filter member. This is applicable to Linked, Formula, and Summary metrics.

Set: Dimension members under Set will apply to all dimension members in the current dimension. For example, if Time is set to Jan 24 for the input metric, it will apply to all time periods in the output metric, meaning the data from the source metric where Time is Jan 24 will now be copied to all time periods in the current sheet. This is applicable to Formula metrics only.

Assign:If a dimension exists in the output metric but not in the input metric, the system will automatically populate the Assign function for the same dimension to the member Unassigned. Users can always provide additional Assign functions for any dimension if required. Select the member to which you want to apply the value and refresh. The same value will be applied to all selected members. If there is no assigned function for a dimension that exists in the output but not in the input, the system will default assign it to the member # - Unassigned. Users can also assign members for dimensions that exist in both input and output. In this case, the value will be totaled based on the Filter and then assigned to all target members. This is applicable to Linked, Formula, and Summary metrics.

Add: Add helps generate information/combination of specific dimensions from existing data of other input metrics. This function is useful when you want to allocate data from a higher level of detail to a lower one. The input metric will need to add details of specific dimensions from the driver metric.