Example - Adding metrics to AppOne

Introduction

Metrics are used to define a calculation once and reuse it in the whole application. This is especially useful in places where it is possible to have a different scope of records. Furthermore, metrics can be used to do the calculation for different aggregations

For example, you can define a metric to calculate the average amount. This metric can then be reused in different places, such as in the size of charts, or in aggregate expressions.

Adding metrics

In AppOne a newly created metric needs to be added in two places before it is available to the end-user.

Each metric is added to a Switch selector expression and, depending on where the metric should be available, you need to modify the corresponding switch expression in one of the following levels:

• Cases
• Events
• Tags
• Due dates
• Events_with_reference_models
• Cases_with_reference_models

For the metric to also be displayed on the dashboard, it needs to be added to the Selector items of the corresponding Selector control.

Example

In the example below, a metric Number of users is added to the metric selector of the Process – Process - Analysis dashboard.

See illustration below.

Step 1 Creating the metric

Follow these steps to create a metric.

Step	Action
1	Open AppOne in your developer environment and go to the Data tab.
2	Right-click on the Events table and select the New metric….
3	Enter Number of users in the Name field.
4	Enter Metric_number_of_users in the ID field.
5	Enter in the editor: count(unique(records.User))
6	Click on OK.

A new metric Number of users is created.

Step 2 Adding the metric to the selector control

Follow these steps to add it to the selector control in the dashboard.

Step	Action
1	Go to the Dashboards tab.
2	Locate the Process menu and click on the chart Which activities occur in which cases? . See illustration below.
3	Go to the Chart tab.
4	Double-click on the metric Metric(Selector_metric_filtered_cases) selector in the Header controls of the chart. Note: You can locate this selector by searching for it in the Data tab.
5	Right-click on the Selector items field and select Add….
6	Select the Number of users metric and click on OK. See illustration below.

The selector now contains the new metric as an option.

Step 3 Adding the metric to the corresponding switch

Switches are expressions that are used to determine which attribute or metric is selected. The new metric must also be added to the metric switches. Follow these steps to add the metric to the corresponding metric switch.

Step	Action
1	Go to the Data tab.
2	Right-click on the Metric Selector_metric_filtered_cases) and select Advanced - Show references…. TheTools panel opens showing all the locations where the selector is used. See illustration below.
3	Double-click on Switch metric filtered cases (history) to edit the expression.
4	Add the following lines after the uid(Metric_percentage_of_filtered_cases_comparison) to the Switch metric filtered cases (history): , uid(Metric_number_of_users) , uid(Metric_number_of_users). See illustration below.
5	Repeat step 3 and 4 for all selectors listed in the Tools panel.

The new metric is added to the relevant switches.

The selector for the Activities and the Analysis dashboards in the Process menu now contains an additional metric. See illustration below.