Working with metrics in documents

Before you begin

This topic assumes that you understand the concepts of metrics, levels of calculation on reports, and document sections. For background information on metrics and reports, see About metrics. For background information on document sections, see Understanding and working with document sections.

You can add metrics to a document in either of the following ways:

• Add metrics from the dataset reports of the document

• Create new metrics in the document if you need:

• Additional calculations on the metrics from the dataset reports (such as multiplying by a constant or using a function)

• Calculations that combine metrics from different dataset reports

• Totals using specific functions

For descriptions of the types of metrics that you can create within a document and instructions on creating each type, see Creating metrics in documents.

The level of calculation for both metrics from dataset reports and metrics created within the document depends on their location in the document, as described in Metric calculation in documents. This allows you to create metric totals in documents, such as a grand total or a group total.

When a metric is placed in a document section other than the Detail section, the metric is calculated using the dynamic aggregation specified in the metric definition. For details on how metrics are aggregated in documents, see Dynamic aggregation in documents.

If you want to use a function other than the metric's dynamic aggregation function, you can create a summary metric. A summary metric allows you to specify the desired function for the total. For instructions, see Creating summary metrics in documents.

Related Topics

• Adding data fields to documents

• Displaying reports in documents: Grid/Graphs

• Metric calculation in documents

• Creating metrics in documents

• Understanding and working with document sections

• About metrics