Metrics

How to create summary Calculations from your Model

Overview

Metrics are Calculations which are independent of the Timings of a Model. Whereas a Variable calculates a value for each period of the Model, a Metric calculates a single value.

For instance, a Metric might be NPV (the Net Present Value of all cashflows), or the number of customers at a specific point in time.

The Metrics wizard

Metrics can be created and edited in the Metrics wizard, the steps of which are described below.

The Metrics wizard

Setup

Name

Choose a name for your Metric. There are no restrictions to the name, as long as it is not blank.

Dimensions

Optionally choose any Dimensions to apply to the Metric. While a Metric will only produce one value across all periods of the Model, it can have values across several child items (in the example above, the Metric produces one value per Region).

Number Format

Choose a Number Format for the Metric.

Data Type

Choose a Data Type for the Metric. Currently the Validation Data Type is not supported for Metrics.

Tags

Choose any additional Tags to apply to your Metric for search purposes.

Calculation

Create a Calculation for your Metric using the same Formula Entry Bar used in the Variable dialog.

You must make sure that any Variable or Period references in a Metric Calculation reference specific periods of the Model. By default, they will reference all periods of the Model (from first period to last period).