Creating Metrics

Input

1. In the sheet, navigate to the Dimensions pane and click the Plus icon on beside Metrics and select Add Metrics. Alternatively, in the Metric list page, on level 2 header, click the Plus icon, select Section, and click Add Metrics.

2. In the popup, enter the metric name and select the type from the dropdown. Multiple metrics can be created at a time. The metric name should be unique within the sheet and should start with a character. Click Okay. A dialog will display "Metric details have been successfully updated." The newly created metric(s) will appear in the Metric section in the Dimensions pane and the Metric List.

3. In the Metric List, click on the metric name; metric details will be displayed on the right side. Here, users can choose:

   • Data Type: Can convert between permitted data types.

   • Metric Type: Will be Input by default but can be changed.

   • Summary Method: Can be selected from the dropdown.

   • Validations: Can be selected from the dropdown.

4. Click Okay to save the changes.

List

1. In the sheet, navigate to the Dimensions pane and click the Plus icon on beside Metrics and select Add Metrics.

   Alternatively, in the Metric list page, on level 2 header, click the Plus icon, select Section, and click Add Metrics.

2. In the popup, enter the metric name and select the type from the dropdown. Multiple metrics can be created at a time. The metric name should be unique within the sheet and should start with a character. Click Okay. A dialog will display "Metric details have been successfully updated." The newly created metric(s) will appear in the Metric section in the Dimensions pane and the Metric List.

3. In the Metric List, click on the metric name; metric details will be displayed on the right side. Here, users can choose:

   • Data Type: Can convert between permitted data types.

   • Metric Type: Will be Input by default but can be changed.

   • Summary Method: Can be selected from the dropdown.

   • Validations: Can be selected from the dropdown.

4. Click Okay to save the changes.

Data Status

Formula/Summary Metric

Steps to create a formula metric will remain the same as for an input metric, with the only change being the Metric Type set to Formula/Summary. The steps below will update the formula in the metric:

1. In the Metric List page, click the Expand icon beside the formula metric to navigate to the metric page. In the metric page, metric details will appear on the right. Click the Plus icon beside the Metrics section.

2. Select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay. The selected metrics will appear as new column(s) in the metric page and also under Metrics in the Dimensions pane.

3. Go to cell *2 where * is the column containing the formula metric, and enter your formula in the cell, ex =F2*G2

4. Click Refresh to view the formula result in all cells, and click Publish to apply formula result to sheet.

5. Move to the Sheet tab and click Refresh. The formula result will appear in the sheet.

Parent Metric

1. In the sheet, navigate to the Dimensions pane and click the Plus icon on beside Metrics and select Add Metrics.

   Alternatively, in the Metric list page, on level 2 header, click the Plus icon, select Section, and click Add Metrics.

2. In the popup, enter metric name and select type from the drop down. The newly created metric(s) will appear in the Metric section in Dimensions pane and Metric list.

3. Go to the Metric List by clicking on the Ellipsis on the level 2 header. In the metric list, click the Expand icon beside the metric name; the metric page will open and metric details will be display on the right side. Here, select Metric type as Parent. The prompt will ask you to verify if you want to change the metric type; click Okay.

4. Select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay. The selected metrics will appear as new column(s) in the metric page. Only metrics from the same sheet can be added to a parent metric.

5. For each input metric, assign signage as either + or -.

6. Click Refresh to view the formula result in all cells, and click Publish to apply formula result to the sheet.

Linked Metric

1. In the Dimensions pane of the sheet, go to Metrics and click the Plus icon. Select Link Metrics.

2. From the popup, select the metric(s) to be taken as input by clicking the checkbox beside them. Click Insert Items and Okay.

3. The newly added metric will appear as SheetName.MetricName under metrics.