How do I link existing Metrics?

Group related metrics together to create roll-up reporting and increase visibility.

If you have pre-existing Metrics that you would like to group together under a single Parent Metric, you can easily link them by following these steps:

1. Create a new Parent Metric.

   • This new metric must be blank (no actuals, no targets entered).

   • It must be the same type as your existing metrics (Count, Measurement, or Flat).

2. Select the existing Metric you want to link.

   • Click on the Metric you want to become a Child Metric (it will highlight green).

3. Assign the Parent Metric.

   • Scroll down to the Parent Metric section on the right-hand side.

   • Click the dropdown arrow and select the new Parent Metric you created.

   • If there are a lot of metrics listed, you can use the search feature by typing the first few letters of the title.

Once linked, the existing Metric will now roll up into the Parent Metric as a Child Metric.

Note:

• You can repeat this process to link multiple existing Metrics to the same Parent.

• Metrics must match the type (Count, Measurement, or Flat) to be linked under the same Parent Metric.