Adding Derived Metrics to a Quick Dashboard on-the-fly

You can quickly and easily add simple derived metrics to a quick dashboard on-the-fly. For example, you can create a metric by adding two metrics together, or by ranking the values of an existing metric.

For background information on derived metrics, see About derived metrics. Steps are below to create each type of derived metric in a quick dashboard.

Note: These derived metrics calculate subtotals and dynamic aggregation both for functions that have a default dynamic aggregation (such as sum or minimum) and for functions that do not have a default dynamic aggregation (such as average and count distinct).

Prerequisites

You must have Edit Dashboard and Run Dashboard privileges.
The following procedures assume you have already created the quick dashboard to which you want to add the derived metric.

Task	Steps
Create a new metric based on an arithmetic calculation	Click the name of the quick dashboard to run it. From the visualization's Drop Zones panel, hover the cursor over the name of the metric you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then Arithmetic. From the first drop-down list, select the first metric to include in the calculation. Select the arithmetic operator you want to use to combine the metrics. From the next drop-down list, select the second metric to use in the calculation. Click OK.
Create a new metric by changing the aggregation function used to calculate values in the metric	Click the name of the quick dashboard to run it. From the visualization's Drop Zones panel, hover the cursor over the name of the metric you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then Aggregation. Select the aggregation function you want to use to calculate metric values. The options are: Sum Average Maximum Minimum Count Geometric Mean Median Mode Product Standard deviation Variance
Create a new metric to calculate a running total	Click the name of the quick dashboard to run it. From the visualization's Drop Zones panel, hover the cursor over the name of the metric you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then Running Totals. Select the function you want to use to calculate the running total. For example, to calculate a running sum, select Sum. The options are: Sum Average Count Maximum Minimum Standard Deviation Population Standard Deviation Click OK.
Create a new metric to calculate a moving total	Click the name of the quick dashboard to run it. From the visualization's Drop Zones panel, hover the cursor over the name of the metric you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then Moving Totals. Select the function you want to use to calculate the moving total. For example, to calculate a moving sum, select Sum. The options are: Sum Average Count Difference Maximum Minimum Standard Deviation Population Standard Deviation In the Window Size field, type the window size to use to calculate the moving total. Click OK.
Create a new metric by assigning a numeric rank to each value in a metric You can choose to break the rankings by a specific attribute. For example, a Grid visualization displays revenue data for each Call Center in a Region. If you choose to break the data by Region, the metric values for each Call Center will be assigned a number based on each value’s rank within its region. If you choose to break the data by Country, the metric values for each Call Center will be assigned a number based on its rank within its country.	Click the name of the quick dashboard to run it. From the visualization's Drop Zones panel, hover the cursor over the name of the metric you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then Rank. Select one of the following: To display the metric values by rank in ascending order, select Ascending. To display the metric values by rank in descending order, select Descending. Under Break By, select the check box next to each attribute you want to use to break the ranking data. Click OK.
Create a new metric by displaying metric values as percentages of a cumulative total	Click the name of the quick dashboard to run it. Hover the cursor over the name of the metric you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then Percent to Total. Select one of the following: To display the metric values as percentages of an accumulated row total, select Over Rows. To display the metric values as percentages of a grand total, select Grand Total. To display the metric values as percentages of a cumulative total for each element of an attribute, select the name of the attribute. Click OK.
Create a new metric by combining the values of two or more metrics	Click the name of the quick dashboard to run it. Press CTRL and click the names of each metric you want to combine. Hover the cursor over the name of the last metric you selected, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then select the function you want to use to combine the metrics. The options are: Note: Some of the options below are only available if you have selected two metrics. To add the metrics together, select Add. To calculate the average of the selected metrics, select Average. To calculate the maximum across each of the selected metrics, select Greatest. To calculate the minimum across each of the selected metrics, select Least. To calculate the product of the selected metrics, select Multiply. To divide the first metric you selected by the second, select Metric1/Metric2. To divide the second metric you selected by the first, select Metric2/Metric1. To subtract the second metric you selected from the first, select Metric1-Metric2. To subtract the first metric you selected from the second, select Metric2-Metric1. To calculate the difference between the metrics as a percentage of the second metric you selected, select (Metric1-Metric2)/Metric2. To calculate the difference between the metrics as a percentage of the first metric you selected, select (Metric2-Metric1)/Metric1.
Create a new metric based on an attribute	Click the name of the quick dashboard to run it. Hover the cursor over the name of the attribute you want to use to create the derived metric, then click the arrow icon on the right. A list of options is displayed. Point to Insert Metric, then select one of the following: To perform a count calculation on each element in the attribute, select Count. To calculate the maximum for each element in the attribute, select Maximum. To calculate the minimum for each element in the attribute, select Minimum. To calculate the sum for each element in the attribute, select Sum. To calculate the average for each element in the attribute, select Average. To calculate the standard deviation for each element in the attribute, select Standard Deviation. To calculate the variance for each element in the attribute, select Variance.
Replace a report object in a visualization with a derived metric Note: If the area in the Drop Zones panel in which the report object is placed does not accept metrics, this option is not available.	Click the name of the quick dashboard to open it. In the visualization's Drop Zones panel, click the name of the report object you want to convert. A list of options is displayed. Select one of the following: To replace the report object with a derived metric you want to create on-the fly, select the appropriate options to define the metric you want to add. For detailed steps to create a derived metric, see Adding derived metrics to a quick dashboard. To replace the report object with a derived metric that already exists, select the derived metric to replace the report object with.