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New Metric Comparison Report in 2.16

Scott O'Reilly, August 29, 2016

The latest version of the software has a brand new version of the metric comparison report. As before, you can compare similar metrics across organizations. With the new version of the report you can also choose which metrics you would like to compare.

To start building a metric comparison report, select “Metric Comparison” from the new report menu.

The next step is to choose which organizations you want by selecting them from the organization tree on the left.

By default, only the organizations you click on will be shown in the report, but you can also choose the following options for an organization you select:

  • This organization
  • Only children
  • Only Descendants
  • This organization and its children
  • This organization and its descendants.

Descendants mean any organization under the selected organization. Children mean only the organizations one level below the selected organization.

The second step is to choose which metrics you want to see in the report. You can either choose metrics individually, or you can choose a scorecard object higher up the tree and automatically include all metrics underneath it.

The sub-metrics checkbox allows you to also include metrics underneath other metrics.

The last step is to choose report options. You need to choose which calendar period to show the results for, and there are also several checkboxes on the bottom. These allow you to show the calendar column, the goal column, and to invert the axes.

By default the metric comparison report lists the metrics vertically and the organizations horizontally.

If “invert axes” were chosen earlier, it would list the organizations vertically and the metrics horizontally.

Aggregate Metrics Across Organizations in 2.16

Scott O'Reilly, August 25, 2016

There is a new aggregation type for metrics called “Rollup”. This automatically sums metrics from children organizations that are based on the same organization templates.

To set up these automated rollup metrics, first create an organization to be used as a template. Any metrics that you want to be automatically calculated should have the update type of Rollup. Then create templated copies of that organization in a tree structure. Finally, update the metrics in the organizations at the bottom of the organization tree. The metrics in the organizations higher up the tree will automatically have calculated values based on the metrics in lower organizations.

Organization Templates in 2.16

Scott O'Reilly, August 22, 2016

In addition to being able to copy and paste independent organizations, there is now the ability to create organization templates in the software. You can choose to create a templated copy of an individual organization, or a multi-organization template containing an organization and all of its descendant organizations.

To get started, just right-click the organization you want to use as a template and select “copy”.

Once you’ve chosen the source organization, right-click on the organization that you’d like to create the new templated copy under and select “paste”.

This brings up the paste menu. Choose the right option, which creates an entire templated organization.

In the naming menu you can choose a prefix and/or suffix for the Organizations, Scorecards, Dashboards, and Reports.

After the templated organization copies have been created, you can view them in the organization tree just like any other organizations.

If you want to delete an organization that has templated copies, there is also now an aggressive delete confirmation box. You must type the word “delete” to delete the organization because of the potentially severe ramifications.

Copy and Paste Organizations in 2.16

Scott O'Reilly, August 18, 2016

There is now the ability to copy and paste organizations in the software. You can choose to copy an individual organization, or an organization and all of its descendant organizations. Equations in calculated metrics are even automatically remapped to the new objects when multiple organizations being copied reference each other.

To get started, just right-click the organization you want to copy and select “copy”.

Once you’ve copied the organization, right-click on the organization that you’d like to paste under and select “paste”.

This brings up the paste menu. To create a new, independent copy, click on the left option.

If the organization that you have copied has descendant organizations, you can choose to either paste the single organization or the organization and all of its descendants.

Report Templates in 2.16

Scott O'Reilly, August 15, 2016

The latest version of the software has the ability to create report templates. This matches the existing template functionality of scorecards and dashboards.

To create a report template, right-click on the source report and select “Copy”.

When you paste the report, you now have two choices. You can either create a new, independent copy as before, or you can now link as a template.

If you choose the template option, you can choose a prefix or suffix for the report name, just like you can with scorecards and dashboards.

The new templated report also automatically remaps report filters to the scorecard objects in the new organization.