Metrics

Metric Definition and Purpose

Metrics play a crucial role in inputting or calculating data, serving as key dimensions within a system. Each metric must be unique and can take on various data types based on its intended use.

Metrics can be utilized in two primary ways: as input directly entered by users or as formulas that manipulate values from other metrics based on defined logic. Users can restrict inputs to metrics through validation rules, and data can be entered in numeric, textual, list-based selections, or via file uploads. Permissions to update metric inputs can be controlled using data status metrics, which allow specific rules to govern who can modify what.

Metric Types

Input

This is the default metric type created when a sheet is initiated. Users can add or clear data within these metrics, which can be entered manually, selected from a dropdown list, or uploaded as files. Input metrics can validate data based on standard conditions, such as less than, greater than, or between specific values. They can support numeric, text, list, or dimension types. For numeric inputs, validation is possible, while textual inputs are free-form. Custom lists or existing dimensions can be used for dropdown selections in input cells. Input metrics can also serve as the basis for calculations in calculated metrics.

Apart from the usual manual input, some important input metric types include:

• Document: This metric type allows uploading files.

• List: This type allows the creation of custom allowed values that can be selected from a dropdown.

• Data Status: This special type of input metric designates the current workflow state of a metric. Each status can be restricted to specific rules and user teams using Data Status configurations.

Formula

Formula metrics automatically calculate values based on underlying logic without allowing direct user input. Any changes to the input metrics used in the calculation will instantly reflect in the formula metric. Users can create calculation logic using standard Excel functions and can pull metrics from the same or different sheets and functional areas. When formulating calculations, logic can be influenced by various parameters, including dimension properties. If creating a formula metric using metrics from different sheets, users can configure mismatches in dimensions using metric parameters.

Parent

Parent metrics aggregate other metrics within the same sheet. The source data for parent metrics can include input metrics, formula metrics, linked metrics, or other parent metrics. These metrics help establish a hierarchical relationship between metrics, allowing for multi-layered logic. The aggregation can involve different types of metrics within the sheet, with each metric's signage (positive or negative) assigned in the metric details.

Summary

Summary metrics perform calculations at the reporting level, applying the same formula to all members, whether they are leaf or parent members. In contrast, formula metrics only calculate values for leaf members, with parent metrics representing an aggregation of their child metrics.

Linked

Linked metrics enable the display of data from other sheets in the current sheet for reporting and presentation purposes. Metrics used from one sheet in another can also have input enabled, allowing for synchronization of input values between the sheets.

Data Types

JustPerform supports these data type for metrics:

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.

Aggregation Methods

These metric 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.