- Release notes
- Before you begin
- Getting started
- Managing access
- Working with process apps
- Creating process apps
- Loading data
- Customizing process apps
- Data transformations
- TemplateOne app template
- Purchase to Pay app template
- Order to Cash app template
- Basic troubleshooting guide
Metrics
Metrics are used to define a calculation once and reuse it in the entire app. For example, you can make a metric to calculate the number of invoices , or a metric to calculate the average amount. These metrics can then be reused in different charts.
Follow these steps to edit a metric.
- Locate the metric you want to edit and click on .
- Edit the Metric name as desired.
- Click on Save.
See the illustration below for an example.
Below is a description of the elements of the Edit metric dialog.
Element |
Description |
---|---|
Metric name |
The display name of the metric. |
Field used for aggregation |
The field that is used to calculate the metric. |
Aggregation type |
The type of the function that is used to calculate the metric. For example,
SUM is used to calculate a Total value, AVERAGE is used to calculate an Average value.
|
If the metric you want to use is not available by default, you can create new metrics that can be used in your dashboards.
Follow these steps to add a new metric.
The Aggregation drop-down list only contains functions that are applicable for the selected field type.
See the illustration below for an example.