App How-To Guide

Create App

1. To create an app, go to Space, click Add and select Create App.

2. In the App Details pane, enter the App Name. The user creating the app will be automatically assigned as the app owner.

3. Click Add to assign more users as app owners.

4. Check the Secure App checkbox to make the app secure.

5. Click Save at the bottom of the pane.

Export metrics

1. Click on the App name from the Explore pane and go to the Metrics tab.

2. From the level 2 header, click the Ellipsis button and select Export. The file will start to download.

Re-calculate metrics

1. Click on the App name from the Explore pane and go to the Metrics tab.

2. From the level 2 header, click the Ellipsis button and select Re-Calculate metrics. The recalculate metrics details will open to the right.

3. Select Version and Time members. Version is a single selection, while Time can have multiple members.

4. Click Calculate at the bottom. The recalculation log will be displayed.

Add Role

1. Click on the App name from Explore pane and go to the Permission tab.

2. From the level 2 header, click New Role.

3. Enter the Role Name and Description.

4. Click Add and assign users to the role.

5. Click Save. Role will be saved and assigned to users.

Assign users to Role

1. Click on the App name from the Explore pane and go to the Permission tab.

2. In the Roles list, under the Actions column, click User Assignment.

3. In the Role details pane, click Add beside Assign User and select users.

4. Click Save.

Add or Update Role permissions

1. Click on the App name from the Explore pane and go to the Permission tab.

2. In the Roles list, under the Actions column, click Role Assignment.

3. In the new tab, go to Permissions and check the Review/Update/Manage checkboxes as required

4. Click Save from the level 2 header.

5. Go to the Data tab and add rows and update members for Functional Area, Dimension, Members and Access. Save from level 2 header.

6. Click Save from the level 2 header.

7. Go to Users, click Add on the level 2 header, and add new users.

v25.10:  VDT View in Metrics Tab

The VDD view in Metrics Tab displays metrics in a hierarchical Value Driver Tree format. The tree view operates at the app level, allowing users to visualize the complete hierarchy of metrics within their application and understand the relationships between different metric types.

The tree view interface includes visual indicators to differentiate between metric types.

• The legend displays color codes and symbols for formula metrics, summary metrics, parent metrics, link metrics, and external metrics.

• The navigation controls include "Collapse All" to fold all nodes back to the app level and "Expand All" to reveal the tree structure.

• The toggle control to show or hide standalone metrics, providing flexibility in viewing metrics that exist independently of the main hierarchy.

  The side panel displays comprehensive information about that metric when users select any metric node in the tree. This side panel operates in read-only mode for analysis purposes, ensuring users cannot inadvertently modify metric configurations while exploring the tree. The panel includes all standard metric properties fetched directly from the metric page, with the notable addition of formula visibility for formula-type metrics.

Using VDT View in Metrics Tab

1. Select Apps from the main navigation menu.

2. Navigate to the Metrics page within your application.

   The Metrics page has a list view by default.

   

3. Select Metric Tree View to switch to the hierarchical visualization.

   

4. Users can view the tree structure with their app name as the root node.

5. Use the legend in the bottom to understand the color coding and symbols:

   Each color and symbol represent formula, summary, parent, link, and external metrics. Each metric type has a distinct visual indicator.

6. Navigate through the hierarchy by expanding and collapsing specific branches as needed.

   • Select Collapse All to fold all nodes back to the app level.

   • Select Expand All to expand nodes up to three levels.

   • Expand individual nodes beyond three levels manually by clicking the expand icon.