You can share, filter, tag, approve, rename, copy, delete, export calculated metrics and mark calculated metrics as favorite from a central Calculated metrics management interface. To manage calculated metrics:
The Calculated metrics manager has the following interface elements:
The filters list ➊ displays all the calculated metrics that you own or that have been shared with you. The list has the following columns:
Column | Description |
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Select to favor or un-favor a calculated metric. See Mark calculated metric as favorite | |
Title and description | To edit the calculated metric, select the title link, which opens the Calculated metrics builder. A shared calculated metric is indicated with . |
Data view | The data views that this calculated metric applies to. |
Owner | Owner of the calculated metric. As a user, you only see the annotations that you own or the annotations that are shared with you. |
Tags | Lists the tags for this calculated metric. |
Shared with | Lists how many individuals or groups that you shared the calculated metric with. Select to open the Share Calculated metric dialog. See Share calculated metrics for more information. |
Date modified | The date and time that the calculated metric was last modified. |
Used in | Shows where calculated metrics are currently being used, and how many times they are being used in each area. For example, if the calculated metric is being used in 40 projects and 2 alerts, then the value of this column shows as 42 components. Select the value in this column to see the breakdown of where the calculated metrics are being used (for example, Projects (40), Mobile Scorecards (2)). Furthermore, you can view the list of items where the calculated metrics are being used. For example, so see the list of projects where they are being used, select the Projects (40) link. Each of the following areas shows the number of instances of calculated metrics being used in that area:
This information can help you determine whether a component is valuable to users in your organization, where it is used, and if it needs to be deleted or modified. Consider the following when viewing this column:
You can use the Data Dictionary along with this information to help you keep track of and better understand how components are being used in your organization. |
Last Used | When the calculated metric was last used. |
Use to specify which columns you want to display.
You can action on filters using the action bar ➋. The action bar contains the following actions:
Icon | Action | Description |
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Add | Add another calculated metrics, using the Calculated metric builder. | |
Search by title | When no calculated metric is selected in the list, search for filters using this search field. | |
Tag | Tag the selected calculated metrics. In the Tag Calculated metric dialog, select or de-select the tags for the selected calculated metric. Select Save to save the tags for the selected calculated metrics. See Tag calculated metrics for more information. | |
Share | Share the selected calculated metrics. In the Share Calculated metrics dialog, you can Search individuals or groups or you can select Organization or Groups. Select Save to save share details for the selected calculated metrics. See Share calculated metrics for more information. | |
Delete | Delete the selected calculated metrics. You are prompted for a confirmation. | |
Rename | Rename a single selected calculated metric. When selected, you can rename the calculated metric inline. | |
Approve | Approve the selected calculated metrics. See Approve calculated metrics. | |
Copy | Copy the selected calculated metrics. New calculated metrics are created with the same name and suffix (Copy) |
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Export to CSV | Export the calculated metrics to a Calculated metric List.csv file. |
The filter bar ➌ shows the active filters applied from the filter panel to the list of calculated metrics (if any). You can quickly remove a filter using . If more than one filter is specified, you can remove all filters using Remove all.
You can filter the list of calculated metric using the Filter left panel ➍. The filter panel displays the type of filter and the number of calculated metrics that honor the specific filter. Select to toggle the display of the filter panel.
See Filter the list of calculated metrics for more information.