What are the best practices for using Cascading Metrics?

A parent metric and all its associated child metrics must be the same kind of metric - Count, Measurement or Flat Metric.

 

A parent metric has the option for the Roll-up Type to be the Summation or the Average of its children's actuals and targets. This means that you should only link together relevant metrics, for example a number of downloads metric and a revenue metric should not be linked. 

 

An existing metric cannot become a parent metric that contains data, as a parent metric pulls all its data from its child metrics. A parent metric is a blank metric with the purpose to add up data from its child metrics. 

 

Although you will not enter actual data into your parent metric, it is important to enter targets in the target value box for Green, Super Green and Yellow to allow the Auto Set Status colour to work. This is to be done at all levels of the cascading metrics to allow the Auto Set Status to work.