Metric Summary List
A Metric Summary List is available in the App Content and Functional Area catalog page. This summary includes metric details such as data type, formula, notes, references, and more. The summary can also be exported.
Overview
The Metric Summary List provides a consolidated view of all metrics within an App or Functional Area, displaying key configuration details in one location.
Location and Access
The Metric Summary List can be accessed from two primary locations:
- App Content Page: Access the Metrics tab to view all metrics within the App
- Functional Area Catalog Page: View metrics specific to a particular Functional Area
From the App Navigate page, users can access the Metrics tab which contains a comprehensive list of all metrics under the App, organized by various attributes for easy navigation and analysis.
Information Displayed
The Metric Summary List provides detailed information about each metric, including:
| Information Type | Description |
|---|---|
| Sheet Name | The sheet where the metric was created |
| Metric Name | The unique identifier for the metric within its sheet |
| Data Type | The type of data the metric contains (Number, Percentage, Integer, Currency, Date, Text, Boolean, List, Field, Document, or Data Status) |
| Formula | The calculation formula for Formula, Parent, and Summary metrics |
| Notes | Any additional documentation or comments about the metric |
| References | Related metrics, fields, or other dependencies |
| Applies To | Field and member combinations where the metric applies |
| Data Protection Rule | Any data protection rules applied to the metric |
| Fields Used | The fields included in the metric configuration |
| Functional Area | The Functional Area to which the sheet belongs |
Key Features
Metric Details Display
The summary list displays metric configuration information including data type, formula, notes, references, and more.
For more information, refer to Metric Details.
Export Capability
The summary can be exported. From the level 2 header, clicking the export option allows users to export the metric list.
Re-calculate Metrics (Secure Apps)
In a secure App, the App Owner will see the option to Re-calculate Metrics in addition to Export.