Creating Metrics

Creating a metric of the Input, Formula, Parent, or Summary type generally falls into two steps performed in different locations: first, create the metric, then define its details.

Step 1: Create a Metric

1. In a sheet, click on the Edit button in the level 2 header. Expand the Sheet Layout pane and then the Fields pane. Click the Plus icon beside Metric and select Add Metrics.

   Alternatively, in a sheet, click the Sheet Details button in the level 2 header to access the Metrics tab. Then, click the Plus icon in the level 2 header, select a section, and click Add Metrics.

2. In the Add Metrics dialog, enter the metric name and select a data 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.

   The newly created metric(s) will appear in the Metric section of the Fields pane as well as in the Metrics tab.

Step 2: Define Metric Details

After Step 1: Create a Metric, you can configure metric information using the Metric Details pane. You can customize metric details such as name, data type, metric type, and summary method. For more information about the options on the pane, see Metric Details.

Two Ways to Access the Metric Details Pane

From Sheet Details

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

2. Click on a metric. The Metric Details pane is displayed on the right side.

From the Metric Page

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

2. Click the Explore icon on a metric row to open the metric page of the specific metric.

3. Click the Edit button in the level 2 header. The Metric Details pane is displayed.

Create Input Metric

List

Data Status

Create Formula or Summary Metric

1. Create a metric.

2. Access the Metric Details pane in the metric page of the specific metric.

3. Change the Metrics Type to Formula or Summary.

4. Scroll down to the Input Metrics section. Click Add. The SELECTOR dialog opens.

5. 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 Fields pane.

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

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

8. Switch to the Sheet tab and click Refresh. The formula result will appear in the sheet.

Create Parent Metric

1. Create a metric.

2. Access the Metric Details pane in the metric page of the specific metric.

3. Select Metrics Type as Parent. The prompt will ask you to verify if you want to change the metric type; click OKAY.

4. Scroll down to the Input Metrics section. Click Add. The SELECTOR dialog opens.

5. 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.

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

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

Add Linked Metric

1. In the Fields pane of a sheet, click the Plus icon beside Metric. 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 Metric.