Metrics driven by other metrics - Calculated Metrics

You can set up an automatically calculated metric based on the values of other metrics (e.g. On Time Delivery %).

1. Open the metrics list. Go to the Metric Dashboards menu and select Metrics in the submenu.

   

2. Create a new metric. Click the Create New icon if the metric has not been created yet.

   

3. Or edit an existing metric. Click the edit icon if the metric already exists in the system.

   

4. Turn on the calculation. Define all the metric details as for any other metric and tick the Calculated Metric checkbox.

   

5. Choose what to calculate. In Calculate, specify which values to calculate (actual, plan and forecast values, or just actual).

6. Enter the formula. In Formula, enter your formula. See the list of all available functions and examples of how to build a formula, or contact us if you need any assistance.

7. Set the offset. In Offset, set up your offset time period.

8. Set a default value. In Default view, tick the box and use a default value (most likely 0) for cases where an input metric has no value entered and the formula cannot be calculated without it.

9. Test and save. Test your calculation if needed and save.

10. See the calculated value. The ratio value is now calculated automatically in your metric dashboard from the source values.

    

11. Use sources from any dashboard. The source values do not have to be in the same dashboard as the calculated one.

12. Check the calculation. To check how your metric is calculated, click the value cell and go to the Related Metrics field.