Creating an Operational Metric
Use the following steps to create an operational metric collection for Customers by Site.
1 Select Create Metric Collection from the Administration menu to create the initial metric collection.
The system prompts you to name the collection:
Create Metric Collection
2 Right-click the collection title, or select Edit|Create Metric Group to create a metric group for the collection.
You are prompted to select the parent browse for the group. Double-click the name of the browse to select it.
Edit, Create Metric Group
Note: You can also select the parent browse by dragging a browse from the Applications area and dropping it onto the metric group area.
3 Enter a name for the metric group (for example, Customers by Site) and click OK.
The system prompts you to create the first metric.
Enter a title for the metric (for example, Customers at site 10000).
The default type is Count. When you select the Count type, the browse filter drop-down is unavailable.
Type options depend on the type of browse. For browses that produce numerical values as results, you can also choose Sum, Average, Maximum, or Minimum as the Type option. When you select a type other than Count, you can then select the value to which you apply the type. For example, if the parent browse is Salespersons, you can choose to select Average as the type, and Commission as the value. This metric displays the average commission of Salespersons, and does not display this value as a percentage of the total.
Select Percent to display the metric as a percentage of the browse total.
Select Range to display the metric as a range of figures. This option lets you increase the granularity of the results. For example, when a metric displays results in low figures. it may be more useful to set the metric to display results within a range 1 to 20, rather than the default percentage range of 1 to 100.
Select the browse filter, operator, and value to define the metric. For example, this metric is based on the number of customers in Customer browse whose site code equals 10000. You therefore select the site code filter to equal 10000. You can set multiple filters for the metric, as you do on a normal browse.
Click Search to find out how many sites meet the criteria (in this case, the number is 33). This information is displayed as a percentage of the total (when you have selected the Percent display option).
4 Use the slider controls on the percentage bar to set the color code for thresholds.
The percentage bar is a visual indicator in up to three colors. There are four sets of slider controls, and you can create up to five separate sections on the slider. In this example, the red section indicates 0% to 33%. Drag the slider controls along the bar to set a percentage range for the yellow section (for example, 33% to 66%), and again for the green section (66% to 100%). You can also manually set a percentage range up to four decimal places by entering the number in the colored number field.
Click OK to view the main screen. Click Refresh to update the metric data.
Metric Group with Totals
The main screen now indicates the total of customers (113), the metric result (33), and the percentage of the total (29%).
Click the linked metric name to view the metric data in browse form.
View Metric Data
5 Add additional operational metrics to this group by right-clicking the metric group name and selecting Create Metric.
Operational Metric Group
You can edit metric details by right-clicking the metric name on the main screen and selecting Edit.
6 Click on the Save button to save the operational metric to the Metrics folder, New to save the metric for the first time, and Replace to replace an existing metric.
The metric is now available in the Metrics folder. You can also add operational metrics to Favorites.
You can change the metric group within a collection. However, this invalidates the metrics within a group, which are based on the initial browse you selected.
To refresh the metric information, re-run the individual browses from within their metrics.