Metric Details

The Metric Details pane allows you to customize the metric configuration, such as Name, Data Type, Metric Type, and Summary Method. These details are common to all metric types. Additional details will be displayed depending on the metric type. For example, summary, parent, and formula metrics will have a Layout and Input Metrics section to display dimensions and metrics included in the metric calculation logic. Validations for input data are unique to the input metric type.

For how to access the Metric Details pane, see Two Ways.

Metric Name

The name of the metric can contain alphabets, numbers, and special characters, excluding single quotes and dots. The name cannot start with a number or special character. Within a sheet, the name must be unique.

Data Type

The system allows users to choose the data type for metrics from a dropdown menu with the following options:

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.

Metric Type

See Types of Metrics for more information.

Summary Method

Users can select options from a dropdown menu, including:

• Sum: Calculates the total sum of metric values.
• None: No summary method applied.
• Average: Computes the average of metric values.
• Min: Identifies the minimum value among metric values.
• Max: Identifies the maximum value among metric values.
• Ratio: Allows users to define a ratio for metrics.

Data Protection Rule

This section will show if any data protection rule is applied to the metric.

Note: v26.05: This functionality is not supported for metrics within Journals. Data Protection Rules must be configured at the Journal level, not at the individual metric level inside a Journal.

Linked Dimension

If any dimensions are linked to the metric, they are displayed in this section.

Trace

The Trace button is located at the top-right corner of the Metric Details pane. Clicking this button opens a popup containing two reports.

Users can view details such as the sheet name, metric name, data type, formula, and associated dimensions for each dependent or precedent. An option is also available to open the metric details in a new browser tab for easier navigation.

Dependents

Displays all metrics where the current metric is being used. This includes usage as an input metric, within the Add parameters of another input metric, inside the Add - Alias parameters of another input metric, or as a Journal Header Metric (Status/List type only) when used as a filter in another input metric from Journal.

Precedents

Shows all metrics referenced in the formula of the current metric. Only Formula, Parent, Summary, or Linked metrics can have Precedents.

Options for Input Metrics

Input metrics have four types of details depending on the data type used. Basic input types like Number, Integer, Percentage, Currency, etc., will have Validation. List will have Allowed Values. Data Status will have Allowed Values as well as Data Status settings. Dimension will have a slightly different Validation section.

Validations

This is used to restrict input values within a range by comparing the input to the selected Comparer Type. Only values that qualify within the comparer range are allowed.

The Comparer Type are: No Validation, Greater than, Less than, Between, Not Between, Equal to, Not Equal to, Greater than or Equal to, and Less than or Equal to.

The validation type will change according to the metric type. Validation also allows for displaying a custom message to the user when a value violates the validation rule.

Data Type - List

The metric details in the List will include an Allowed Values section that displays all the permitted values and provides options to create new values, delete existing ones, and change their order of appearance.

Data Type - Data Status

Allowed Values: This list displays all the permitted values for Data Status. Any one of these can be set as the default status.

Driver: Driver is a mandatory dimension selection based on which the teams in the data protection rule will be determined.

Data Protection Rule: Specific rules can be created for individual data status members and permissions can be assigned based on these rules.

Rule Description: The name of the rule.

Rules: The rule follows the format "Status allows edits by Team," where Status is the permitted value and Team is the user group.

Applies to: The rule can be applied to a specific metric or an entire functional area.

Restrict Status Change: This option allows the creation of data status changes from one permitted value to another by a specified team.

When Data Type is a Dimension

Allowed members can be selected from the Validation section. The Where property is a dimension, and Equals To is a member of the property.

Options for Parent Metrics

• Layout: The parent metric contains a Layout section where rows display the dimensions included in the metric.
• Input Metrics: Below the layout is the Input Metrics section where metrics used as input to the current parent metric are displayed in order. Each of these metrics needs to be assigned signage based on the parent metric logic. The order of the metrics can be modified.

Options for Formula and Summary Metrics

Some additional functionalities are available to the formula and summary metrics:

• Applies To: Used to restrict formula calculations to specific member values. Users can select dimension and member combinations to limit the calculation to specific values.
• Layout: Used to update the layout required for calculation using preferences. For each dimension, users can select member relations from the dropdown.
• Input Metrics: Used to add input for calculation. Users can import one or more metrics from the same or different sheets into a formula metric. Each imported metric will appear in the Metrics section.

Metric Functions

These 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.

By clicking the ellipsis beside the metric, the following operations can be performed on the metric:

• Move Up: Move the metric up in order.

• Move Down: Move the metric down in order.

• Delete: Delete the metric.

Metric Parameters

Parameters are an additional functionality applicable to linked, formula, and summary metric types. The purpose of parameters is to enable and configure dimension matching when importing metrics with different dimensions. Parameters can also be used to filter values for specific dimension members, thus providing more control over data. Metric parameter functions can be applied to dimensions in the metrics section.

The parameter types and functionality include:

Filter: Dimensions under Filter will be excluded from the matching condition. Hence, data will be imported only for the selected filter member. This is applicable to Linked, Formula, and Summary metrics.

Set: Dimension members under Set will apply to all dimension members in the current dimension. For example, if Time is set to Jan 24 for the input metric, it will apply to all time periods in the output metric, meaning the data from the source metric where Time is Jan 24 will now be copied to all time periods in the current sheet. This is applicable to Formula metrics only.

Assign: If a dimension exists in the output metric but not in the input metric, the system will automatically populate the Assign function for the same dimension to the member Unassigned. Users can always provide additional Assign functions for any dimension if required. Select the member to which you want to apply the value and refresh. The same value will be applied to all selected members. If there is no assigned function for a dimension that exists in the output but not in the input, the system will default assign it to the member # - Unassigned. Users can also assign members for dimensions that exist in both input and output. In this case, the value will be totaled based on the Filter and then assigned to all target members. This is applicable to Linked, Formula, and Summary metrics.

Add: Add helps generate information/combination of specific dimensions from existing data of other input metrics. This function is useful when you want to allocate data from a higher level of detail to a lower one. The input metric will need to add details of specific dimensions from the driver metric.

Advanced Ranking and Sorting in Metric Formula

The Ranking and Sorting in Metric Formula feature introduces the ability to use entire metric data as a range for formula calculations with group functions like RANK. It enables users to perform ranking and sorting operations across complete datasets while maintaining data integrity through comprehensive validation and automated preference management.

Using Ranking and Sorting Functions

1. Enable Group Output Data in the Metric Details pane.

2. Choose a Group Function (such as Rank ASC) from the dropdown menu.

3. Select Group By dimensions from the valid data schema options.

4. The system automatically clears manual Preference settings and makes the field read-only.

5. Configure additional settings as needed for your specific ranking requirements.

6. Publish the metric to apply the ranking formula across the entire data range.