Creating Browse Operational Metrics
The Browse Operational Metrics option lets you create a visible metric from browse data. Operational metrics provide you with a live snapshot of production data, which lets you monitor in real-time how the system is being used. You can use operational metrics to visually track any type of browse data, including data from customized browses created in Browse Maintenance.
You create operational metrics using the following components:
• Metric collection. This is the container for the metric data. Name the collection for the area for which you want to display data (for example, Inventory, Sales, Purchasing, Accounts Receivable). You add one or more metric groups to the metric collection.
• Metric group. Metric groups contain the metrics that display the data. For example, the metric group Customers by Site can contain separate metrics for each site you want to view. The metric group can contain any number of metrics. You select a parent browse (in this case, Customer) when you create the metric group.
Metric. The metric consists of the parent browse filtered for specific data. For example, the metric Customers at Site 10000 is based on the Customer browse results filtered for Site equalled to 10000. When you set the metric result to display by percentage of the total, the metric indicates the number of items for which the status is not Active, this number as a percentage of the total, and the total number of items. See Creating an Operational Metric
You can design a metric collection to contain a single metric group with a number of related metrics. For the example described above, you create a metric collection that contains a metric group based on the parent browse Customer. You then create metrics for each site you want to view.
Customers by Site Operational Metric
A metric collection can also contain multiple metric groups. For example, a metric collection to display item planning statistics can contain metric groups for Item Master, Manufactured Items, Purchased Items, and MPS Items.
In the above example, note that one of the metrics used is Blank Buyer/Planner. This metric indicates the number of items for which no buyer or planner was specified. You can use operational metrics to monitor incomplete records in browses. Metrics are hyperlinked to the original filtered browse, and you can drill down to the actual records to complete or correct them.
You set the thresholds for the colored slider when you create the metric. Thresholds are most useful for setting limits on data beyond which you need to take corrective action (for example, item inventory levels or customer credit limits). The following operational metric displays different views of customer credit limits:
Accounts Receivable Operational Metric
In this case, the color thresholds on the slider are set to acceptable limits for customer credit, and the slider counter indicates immediately when the limit is exceeded.
There are three metric colors: green, red, and yellow. You customize the order in which they appear on the slider, and the limits of each. The Total pie chart indicates the percentage of results for the whole metric group that appear in each color band. In the above example, 75% of results appear in the green band, and 25% in the red.