Customizing Setting

Function in Metrics Management

Define Metrics Groups - Final Value indicator

You can control whether the Final Value indicator is displayed. Select this indicator for metrics that will not be changed any more.

Define Metrics Groups - Data Type

You can group thematically-linked metrics together.

In a metrics group you use the data type to specify whether the values of the metrics that use this group are currencies, units of measure, floating-point values, or dates.

Define Metrics Groups - Metrics Unit

In a metrics group, the settings that you made for metrics units apply to all metrics.

The system displays a column for the currency unit and one for the unit of measure either for each metrics group (indicator selected) or for each metrics value type (indicator deselected).

Define Currencies

You can only use the currencies defined for each object type for your metrics.

Define Quantities

You can only use the units of measure defined for each object type for your metrics.

Define Metrics – assignment to a metrics group

When you assign a metrics group to a metric, the properties you defined in this metrics group, such as data type, metrics unit, and Final Value indicator apply to all metrics in this group.

Define Metrics – changeable metrics text

The metrics text can be changed (indicator is selected).

Define Metrics – changeable unit

The metrics unit can be changed (indicator is selected).

Define Metrics Value Types

You define metrics value types for each object type. The metrics value types enable you to break metrics down into more categories, for example, planned, actual, or target.

Assign Metrics Value Type to Metrics Groups - validation indicator

You can control whether the Validated indicator is displayed.

Once a key figure has been checked and is found to be valid, you can select the Validated indicator.

Assign Metrics Value Type to Metrics Groups - Display Status

You can control within a metrics group whether a status field is shown for each metrics value type.

The status can only be displayed for calculated metrics.

It depends on the values you defined in the value range in the key figure definition in the key figure monitor. The status reflects changes to the key figures of an initiative or portfolio item and uses traffic lights to show whether the threshold values you specified in the key figure definition were exceeded (see Display Status and Trend).

Assign Metrics Value Type to Metrics Groups - Display Trend

You can control within a metrics group whether a trend field is shown for each metrics value type. The trend can only be displayed for calculated metrics. It is dependent on the last two calculated values of the metric, that is, the trend reflects changes made to the key figures of an initiative or portfolio item by displaying the change to the last two values of a key figure as upwards, downwards, or the same (see Display Status and Trend).

Define Metrics-Independent Groups

Metrics-independent groups allow you to group metrics by your own criteria.

Assign Key Figure to Metrics and Metrics Value Types

If you do not want to enter metrics manually but want the system to calculate them, you have to assign a key figure definition. The system takes the parameters that are required to calculate the metric from the key figure definition (see Calculation of Metrics).