Defining Node Metrics

To define the metrics displayed on a node using an EnterpriseOne table or business view:

1. Access the Parent Process tab of your newly created user-defined process and click the Node Metrics and Analytics tab on the right.

2. Click the Add Metrics or Analytic (+) icon.

3. From the Data Provider Type drop-down list, select the data provider as Table-Metrics or View-Metrics.

4. In the Object Name field, enter the data provider ID, and press Enter. The Label field is auto populated with the same value as the Object Name field. You can override the value in the Label field. The system displays the value in the Label field as the name of the Node Metrics and Analytics tab.

   The system also displays the Filter Criteria, Return Fields, Group By, and Context Chart sections on the new Node Metrics and Analytics tab.

5. In the Filter Criteria section, click the Add Filter (+) icon.

6. (Optional) To define the filer criteria, complete these fields:

   • Column: This drop-down list displays the columns from the selected table or business view. Select the required column to filter the fields.

   • Operator:

     This drop-down list displays the available operators based on the data type of the selected column. Select an operator, or select refer to to allow users to specify values at design time or runtime.

     Note: If you select in list as the operator, the system displays the Add More Value (+) icon to add more values to the list.

   • Value:

     Enter a value.

     If you selected refer to in the Operator field, the system displays (new) and the available values under Design Options and Runtime Options in this field. Select the required value to allow users to enter values at design time or runtime.

     Note:

     The value (new) appears in the Value field the first time you define a filter value (runtime or design-time). If a value has already been defined for either option, the system displays the existing value in the Value field under Design Options and Runtime Options along with the (new) value.

     When you select an option under Design Options, the system displays the Open Design Option icon next to the Value field. Click the icon to open the Design Option tab, and then review or enter the Default Value.

     When you select an option under Runtime Options, the system displays the Open Data Filtering and Grouping Options icon next to the Value field. Click the icon to open the Open Data Filtering and Grouping Options tab, and then review or enter the Default Value.

   Note: The values displayed in the Operator field drop-down list depends on the data type of the selected Column value. You can click the Add Filter (+) icon and define more filter criteria for your analytics chart.

7. Click the Parent Process icon to return to the Parent Process tab if you defined runtime or design-time values for your filters.

8. In the Return Field section, you must define at least one returned field. The Include Count option is enabled by default. You can disable this option if you do not want to show the number of records on the charts. Click the Add Return (+) icon and complete these fields:

   • Label: Enter a label text.
   • Column: Select the column from the drop-down list.
   • Label: This field displays the name of the selected Column. You can override and enter a new value.
   • Operator: Select the required operator from the drop-down list. The drop-down list displays the value depending on the data type of the selected column.
   • Decimal Places: Enter the value to specify decimal place.
   • Data Label Format: Enter a data label format using the {0} placeholder. For example, USD{0}, {0}%,{0}days and so on.

9. In the Group By section, from the Node drop-down list, select the appropriate column to group the data for the metric, for example, Status Code - Last (LTTR) in Order to Cash.

10. In the Context Chart section, click the Add Context Chart (+) icon and complete these fields:

    • Groups: Select the required column to group from the drop-down list.

    • Chart Name: The selected value in the Group field (column name) is displayed by default as the chart name. You can override this value and enter a new name.

    • Orientation: Select the orientation as Horizontal or Vertical.

    • Data Label Display: Select an option from the drop-down list. The available options are: Never, Always, and Max Mode only.

    • Data Label Position: This value sets the position of the data label on the chart. Select a value from the drop-down list.

    • Stack Series: This option is disabled by default. Enable this option if you want to stack series on the chart.

    • Show Top: This field limits the chart to the specified number of results (for example, the top 10 customers). Enter a value as required.

    Note: You can click the Add Context Chart (+) icon to define more of context charts.

11. Click Save.