Metrics
Metrics play a crucial role in inputting or calculating data, serving as key dimensions within a system. Each metric must be unique and can take on various data types based on its intended use. The available data types for metrics include numeric, percentage, integer, currency, text, date, List, Document, Data Status and any other fields relevant to the workspace.
Metrics can be utilized in two primary ways: as input directly entered by users or as formulas that manipulate values from other metrics based on defined logic. Users can restrict inputs to metrics through validation rules, and data can be entered in numeric, textual, list-based selections, or via file uploads. Permissions to update metric inputs can be controlled using Data Status metrics, which allow specific rules to govern who can modify what.
Types of Metrics
Input
This is the default metric type created when a sheet is initiated. Users can add or clear data within these metrics, which can be entered manually, selected from a dropdown list, or uploaded as files. Input metrics can validate data based on standard conditions, such as less than, greater than, or between specific values. They can support numeric, text, list, or field types. For numeric inputs, validation is possible, while textual inputs are free-form. Custom lists or existing fields can be used for dropdown selections in input cells. Input metrics can also serve as the basis for calculations in calculated metrics. Apart from the usual manual input, some important input metric type include :
Formula
Formula metrics automatically calculate values based on underlying logic without allowing direct user input. Any changes to the input metrics used in the calculation will instantly reflect in the formula metric. Users can create calculation logic using standard Excel functions and can pull metrics from the same or different sheets and functional areas. When formulating calculations, logic can be influenced by various parameters, including field properties. If creating a formula metric using metrics from different sheets, users can configure mismatches in fields using metric parameters.
Parent
Parent metrics aggregate other metrics within the same sheet. The source data for parent metrics can include input metrics, formula metrics, linked metrics, or other parent metrics. These metrics help establish a hierarchical relationship between metrics, allowing for multi-layered logic. The aggregation can involve different types of metrics within the sheet, with each metric's signage (positive or negative) assigned in the metric details.
Summary
Summary metrics perform calculations at the reporting level, applying the same formula to all members, whether they are leaf or parent members. In contrast, formula metrics only calculate values for leaf members, with parent metrics representing an aggregation of their child metrics.
Linked
Linked metrics enable the display of data from other sheets in the current sheet for reporting and presentation purposes. Metrics used from one sheet into another can also have input enabled, allowing for synchronization of input values between the sheets.
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