Metric Trees

In Metrics > Metric trees, you can organize your metrics into a hierarchy and define how they relate to each other—with or without calculations. If a metric is part of an aggregation or relationship, a Metric tree tab will appear in its sidebar. This tab lets you view the full hierarchy and how the metric fits into it.

A few points to note:

• While calculated metrics should have children of the same units, related metrics can have children with different units.

• Calculated metrics cannot have “related” children, and need to have an operator (sum or average) in order to feed data into the metric.

• Metric trees cannot contain loops since multiple trees are not yet supported. That is, the parent of metric A cannot also be it’s child.

• If a metric has children but no parents, then it can be used a child for another metric.

• If a metric has a parent but no children, then it can be a parent for another metric. However, it cannot be a child to another metric since multiple trees are not yet supported.

• If a metric has both parents and children, then it is disabled for use.

Calculated Metric Trees:

In Create Aggregated Metrics with Metrics Calculations, you’ll learn how to build metric trees using calculations like sum of or average of between connected or manual metrics. In an aggregated metric, progress from the child metrics is automatically rolled up to the parent metric.

Average:

Sum:

This is a calculated metrics' sidebar, where you can see the hierarchy, the type of calculation (average or sum), if it's connected to a measure, if the data source of the child metric is manual or connected through integration, and the current value.

Related Metric Trees:

In Create Related Metrics, you’ll learn how to build metric trees that are related to other metrics, but with no calculation. These related metrics don’t roll up progress from child to parent because each metric is already calculated at its source.

This is a related metrics' sidebar:

Click the parent metric in the hierarchy to view or edit the related metrics from its Metric Tree tab.

The icons detail:

• Whether the metric is connected, calculated or manual. This icon here says that the metric is connected to a source.

• The trend of the metric - higher or lower

• Number of child metrics under it. In this case, it says there're 2 child metrics under it.

• Number of measures connected to that metric. Here, it shows 0 as there're no measures connected to the metric.

How to edit or delete a metric in a relationship?

You can edit or delete a metric that is in a relationship (calculation or no calculation) either from the Metric tree tab of its sidebar or from the Metric trees page.

Click the metric and from its Metric tree tab, click Edit metric tree.

• Select the check-boxes of the metrics that you need to remove from the relationship and click Remove selected.

• Or, click the Trash icon against the relevant metrics and remove them.

• If there're also calculations in the metric tree, you can choose to change the option to Sum, Average or Related from the operator dropdown.

• Click Add metric and choose the metrics that you wish to add.

  

• Click View metric tree to revert or click Save to see your changes reflected. 

Or, click View full metric tree. This'll open up the metric in the Metric trees page.

• Click on the metric tile that you wish to remove, and click the Trash icon.

• If there're also calculations in the metric tree, you can choose to change the option to Sum, Average or Related from the operator dropdown.

• To add a new metric to the existing tree, drag and drop the metrics from the left pane and assign the relevant relation to it.

  

• Click Preview and then Save to see your changes reflected.