Define Your Own Metrics

Define custom metrics to monitor indicators that are meaningful to you and that help you understand the status of your factories and machines.

You must create a new metric before adding it to the Map view toolbar or the factory view toolbar.

Create a new metric:

  1. Click Menu Menu icon and then click Design Center.
  2. Select Organization from the Design Center menu.
  3. Click Metrics Metrics icon.
  4. Click Create Metric Add icon.
  5. Enter a Name to identify the new metric.
  6. Select the Entity Type to which the metric applies.
    The Entity Type is usually the machine type. You have the following options:
    • All Factories: Select if your metric applies to all factories. For example, a metric that calculates the percentage of machines that are down per factory.
    • All Machines: Select if your metric applies to all machines. For example, a metric that calculates the average production quantity per machine.
    • Production Plans: Select if your metric applies to production plans. For example, a metric that calculates the hourly average of actual quantities produced for a particular routing task.
    • Maintenance Schedules: Select if your metric applies to maintenance schedules. For example, a metric that queries the maintenance start times and end times.
    • Machines: Lists the various machine types available. Select the machine type if you are creating a metric that applies to a machine type. For example, a metric that calculates the average dispensation rate for a dispenser machine.
  7. Under Calculate, select an appropriate option.
    • Calculate on Demand: On-demand metrics get calculated when they appear on a page, such as the Map page. On-demand metrics use less computational resources. You cannot use an on-demand metric for anomalies, predictions, and historical analysis.

    • Calculate on Schedule: Scheduled metrics are refreshed at the intervals you specify. You can choose between weekly, daily, hourly, and live metrics. Scheduled metrics can be used in anomalies, predictions, and historical analysis.


    You can choose to convert a metric from on-demand to scheduled, and vice versa, at any point. For example, you may want to use an on-demand metric during testing and development phase, and subsequently convert the metric into a scheduled metric.

  8. Using the Formula editor, define an expression to calculate the new metric.
    You can build your operation using the elements in the Formula editor, or click Advanced to directly edit the SQL-like expression.
    The default formula uses the Count function on the properties you choose. So, for example, you may want a count of the number of factories with pending work orders greater than 10.
    To select a different function or aggregation, click the function name (COUNT), select the function name, and choose from the properties available for the selected function. The following additional functions are available:
    • SUM


    • MIN (Minimum)

    • MAX (Maximum)

    Build your expression using the toolbar in the Formula editor, or by typing in the expression.

    This image shows you how to use the formula editor:

    This image is described in the surrounding text.
    Your expression can contain the following elements:
    • Parenthesis: Use parenthesis to group operations and indicate precedence.
    • Symbols: You can use arithmetic, relational, and logic operators. When you click the Symbol button, the add operator appears in our formula. If you want to select another operator, click the add icon and select an operator from the list.
    • Numbers, text, and boolean values.
    • Properties: A list of predefined indicators that you can use to build your own metrics. This list is based on the business entity that you selected.
    The description for the metric is automatically created based on the properties and operators that you select.
  9. (Optional) Click Validate Formula to validate your expression.
  10. Click Save.
    Your metric is saved and you can add it to the toolbar in the Map view.

Add the new metric to the Metrics toolbar in the Map view:

  1. In the Map view, click the Edit icon located in the Metrics toolbar.
  2. Drag and drop your new metric from the Unused Metrics group to an existing group.
    To drag and drop a metric, click on the ... located above the metric’s value.
    You can add your metric to an existing group, or create a new one by clicking the Add icon next to the existing groups.