Adding Custom Measures

Depending on the number of custom measures you need to add, perform one of these tasks:

  • A small quantity—Add them directly in the Configure page.

  • A large quantity—Import them by:

    • Exporting the existing set.

    • Modifying the exported spreadsheet to add rows and data for the custom measures.

    • Importing the spreadsheet.

This export and import process speeds up the design and maintenance of the application. When requirements change, you can repeat this process as many times as needed.

To add measures:

  1. Select the configuration task.

  2. Perform a task:

    • To add a measure, select Add from the Actions menu, and then enter details in the new row.

    • To modify a group of measures, or to add many new ones, export the set of predefined measures (select Export from the Actions menu), and then modify the export file in Excel. You can edit predefined measures, make a copy of a measure and modify it to create a new one, or add new measures. Then, import the modified file (select Import from the Actions menu).

    • To export or import all measures, use Batch Export or Batch Import.

Note:

  • Specify unique member names and aliases for custom members so they don’t conflict with any provided members.

  • If you must delete a measure, check the formulas of the other measures in its group to see if they reference the measure that you want to remove. If they do, update their logic accordingly.

  • You can't edit or delete provided measures.

Tutorials

Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

Your Goal Learn How
See how you can enhance the planning process in your organization by adding measures. Learn how you can add custom measures in the dimension hierarchy and include them in dashboards.

video png Adding Measures in Sales Planning