Advanced (Beta) - Metric Dashboard Settings

Customize your metric’s settings in the dashboard and add or display more columns and rows as you need. The general settings are described first, followed by two examples. This functionality helps you to:

1. View calculated values without creating a new metric.
2. Display project header information in project dashboards.

Metric settings in the dashboard

• Open the dashboard settings

  Go to your dashboard settings using the edit pencil.

  

• Select the metric

  Select the Dashboard Setup tab and click the metric.

  

• Choose a settings option

  The submenu offers three settings options.

  

• Dashboard Default

  Dashboard Default is defined on the Basic Settings tab. It is the same setup for all metrics used in the dashboard, unless a metric is customized with the simple or advanced options.

  

• Simple

  Simple settings let you set up specific fields of the metric differently than in the basic settings (e.g. different triggers for RCCA alerts for the metrics of your choice, other to-date values to show, etc.).

  

• Advanced (Beta)

  Advanced (Beta) lets you add metric rows and columns as you prefer (e.g. the status of your project, an extra calculation, etc.).

  If you set up the Advanced (Beta) settings and then change them to Simple or Dashboard Default, all the advanced settings are removed.

Example 1: Calculated values

1. Add a column. Let’s say you want to calculate the Actual vs Plan value and display it as a column. Go to your metric in the dashboard settings, select the Advanced (Beta) settings and add a column by clicking the green plus button (Add Column).

   

2. Add a formula. Your Column #2 is created (the active column is underlined). Go to the Calculation Formulas tab and click Add Formula.

   

3. Define the formula. Select one of the preset formulas in the first field, Calculation Formula Template, or enter your own formula in the Formula field. To compare Actual values with Plan or Forecast, you must choose the Actual option in the Calculate field. The formula is set up automatically with a default metric, but you can change it if needed.

   

4. Add a row. Go to the Rows tab and add a row by clicking the green plus button (Add Row).

   

5. Select the formula as the source. Select your formula from the Source menu.

   

6. Define the display settings. Go to the Settings tab and define whether you want to see a row or a column, add a Custom name, choose Show in views, the width, etc.

   

7. Apply the changes. When ready, click the Apply Changes button and save the dashboard settings.

   

8. View the dashboard with several units. In a dashboard that includes several units, the calculated value is displayed like this.

   

9. View a single site as a row. When you click a specific site, the value set up as a row is displayed like this.

   

10. View a single site as a column. If you choose the column view in the settings, it is displayed like this. You have to give your column a different custom name.

    

    

Example 2: Display project header information

• Use action list data as the source

  Follow the same process as above: add columns and set up each column with the rows you need. Then select Action List data as the Source. In the View field, choose what information from your project you want to see (e.g. Overall Status), and customize the name in the settings.

  

  

  

• Other tabs

  You can define other tabs if needed: Tooltip, Summary Row, Background Color, RCCA/8D and Settings.