Working With Metrics

Save Metric Data to Sheet

To save metric data, the metric should be of input type.

1. Navigate to the metric and enter data as you would in Excel, or paste values from a source.

2. Click Save to save the input. A dialog will display the number of records updated.

View and Order Metric List in a Sheet

This feature enables changing the sequence of appearance of metrics. Follow the steps below to reorder metrics:

1. In the sheet page, click the Sheet Details button in the level 2 header to access the Metrics tab.

2. Drag a metric to the desired position.

3. On the level 2 header, click Save to save the sequence. This order will now reflect in the sheet.

Delete Metrics

1. In the sheet page, click the Sheet Details button in the level 2 header to access the Metrics tab.

2. Check the box to the left of the metric(s) to be deleted.

3. On the level 2 header, click the Bin icon.

4. In the popup, type in the name of the metric exactly as it is and click OKAY. This will delete the metric.

Export Metrics in App or Functional Area

1. Click on the app or functional area in the Explorer 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 in an App

1. Click on the app in the Explorer and go to the Metrics tab.

2. From the level 2 header, click the ellipsis button and select Re-Calculate Metrics. The Recalculate Metrics pane 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.

v25.06:  Natural Sorting in Metric Dropdowns

To enhance usability and reduce time spent searching, a natural sorting logic is implemented in all metric dropdowns across the platform. This feature ensures a consistent, intuitive order for metric values, improving both navigation and filtering efficiency.

The dropdowns now follow a natural sort order every time they are loaded, refreshed, or filtered. The Autocomplete and search results also follow the same natural sort order. Sorting remains consistent even after adding, editing, or deleting metrics.

• Numeric Metrics First
  Metrics with purely numeric names (e.g., 1, 23, 110) appear at the top, sorted by their actual numeric value rather than as text.
  Example: 1, 23, 110, 456

• Alphabetic/Alphanumeric Metrics Next
  Metrics containing letters (e.g., Revenue, A1, Actuals2023) follow numeric metrics, sorted alphabetically in a case-insensitive manner.
  Example: A1, Actuals2023, Revenue, Target

• Blank or Null Values Last
  Any metrics with blank or null names are always placed at the end of the list.

  The case-insensitive sorting ensures Metric 1 and metric 1 appear together. Alphanumeric values (e.g., A1, B10) are sorted within the alphabetic group. The sorting is deterministic, ensuring there is no randomness or variation when the dropdown is reloaded.

This feature aligns with enterprise UI standards and significantly improves the user experience when interacting with metric dropdowns.