Metric's Advanced Settings

First see the basic metric settings, then follow these instructions to complete the Optional: Advanced Settings of your metric.

• Describe the metric

  • Metric’s full name explains an abbreviation used in the title of the metric (e.g. OTTR – On-Time to Request).
  • The metric’s Definition helps the team understand how to measure and report data correctly.
  • Related Documents link your metric to other documents that provide more details.
  • Metric Definition Owner is an internal system user whom you can contact about the metric’s definition or other reporting details.

• Set the cell width and to-date calculations

  • Cell width in the metric dashboard.
  • The To-Date (YTD, QTD, MTD, WTD) and Full Year Calculation formula fields can be set up as SUM, AVE, last value entered, or calculation according to a formula. You can define plan or forecast in Calculate Full Period from.

  

• Set the chart axis and decimal places

  • Chart axis minimum / maximum defines the values displayed on the chart’s Y-axis. Values below the minimum and above the maximum are hidden.
  • Default no. of decimal places is the number of decimal places shown in a metric dashboard that uses this metric.
  • How to assign weeks to months: select your preference.

• Set up the roll-up

  Set up the Roll-up function to see your daily or weekly values automatically rolled up into the monthly values. Choose the calculation from the submenu (Sum, Average etc.) and select the Calendar type.

  

• Make it a calculated metric

  The last option in the metric’s advanced settings is Calculated metric.

  • See the list of available functions in Calculated Metrics & Advanced Formulas.
  • You can also read Metrics driven by other metrics – Calculated metrics.

  

• Video guide: How to create a new metric