Strategy One
How to Create a Percent-to-Total Shortcut Metric
Shortcut metrics are a quick way to add new metrics based on the existing metrics of a report, including a report displayed on a document.
Percent-to-total shortcut metrics display the percent in relation to a selected total of each item affected by the metric. Use a percent-to-total shortcut metric to show values as percents of an accumulated row or column total. The metric can also total by page, for each value of the attribute, or the grand total.
The following conditions apply to percent-to-total shortcut metrics:
- Row and column percent totals refer to the uppermost and extreme-left positions, respectively.
- Page percent totals affect all attributes on a page.
- In some cases, two or more percent-to-total calculations at different logical levels yield the same result. For example, Percent-to-Page Total data can be the same as Percent-to-Grand Total data on a single-page report.
- The level of a percent-to-total shortcut metric remains constant once the metric has been calculated; subsequent manipulation does not affect it.
- Percent-to-total shortcut metrics calculate subtotals and dynamic aggregation for functions that have a default dynamic aggregation (such as sum or minimum). If the shortcut metric is based on an attribute, it also calculates correctly for functions that do not have a default dynamic aggregation function (such as average and count distinct). For a complete list of the functions, as well as more details about dynamic aggregation, see the In-memory Analytics Help.
Shortcut metrics are available only if DHTML is enabled. See Enable DHTML in Strategy Web.
The report must be displayed as a grid or as both a grid and a graph.
If a report does not contain attributes at a given percent-to-total level, the level is unavailable for that report.
To Create a Percent-to-Total Shortcut Metric
- To create a shortcut metric on a report, click the report's name to execute it.
- To create a shortcut metric on a report on a document, open the document in Design Mode or Editable Mode.
- To open a document in Design Mode, from a folder, right-click the document and select Edit.
- Right-click the column(s) or row(s) to see displayed as percents of a total.
- Select Insert Metric and point to Percent To Total. Select the portions of the report for which percent-to-total data is to be displayed:
- Over Rows: Displays values in each row of the report as percents of a row total.
- Over Columns: Displays values in each column as percents of a column total.
- Page Total: Displays all values on a page as percents of that page's total. This is only displayed if there is an object in the Page-by field.
- Grand Total: Displays all values in a report as percents of the grand total for that report.
- Total for Each: Displays all values pertaining to a given report component (an attribute, for example) as percents of the total accumulated for that component.
A new column of metric values is displayed on the report.