Working With User-Entered Measures

Reference:

Entering Formulas for User-Entered Measures

Note: This feature is deprecated in PMF 8. Use captured sources instead.

User-entered measures enable users to manually input measures and their targets for any of the following reasons:

Measure data cannot be loaded (no available data source).
The measure will always be entered by a user or manager.
There is no planning system to obtain metric targets.
Loading metrics would require mass-adjustments to correct inaccurate data.

The benefits to creating user-entered measures include:

Determines which groups of end users (by Role settings) entered actuals and data for targets.
Provides an intrinsic data store for metrics components.
A user-entry screen is accessible directly from a URL.
Multi-part calculations are supported.
Archives older measure values.

From the Author or Manage page, select the Measures panel button. To create a new user-entered measure, select New. To view or edit an existing user-entered measure, select the desired measure in the User Entered Measures folder of the tree structure. After measures are created, they are immediately available on all linked scorecards.

If data for a user-entered measure becomes available at a later date for loading from a data source, you can change the measure to be loaded from external data. You can also change a measure currently loaded from external data to a user-entered measure. To do either, edit the Measure Type field in the Edit Measure Metadata panel.

Users can enter data for a user-entered measure by selecting Measures to Input from the drop-down menu near the upper-right corner of the Today page. For more information, see Inputting User-Entered Measures.

Reference: Entering Formulas for User-Entered Measures

Note: This will be deprecated in a future release.

If you create formulas for the actual and target values of user-entered measures, users are presented with a multi-cell calculation screen when entering measures. PMF displays the results of the calculation for user verification.

When creating formulas, all fields must be within square brackets. Supported operators are +, -, *, and /, and you can use parentheses to separate operations to create complex formulas. You must use a semi-colon to terminate a formula. The following is an example of a formula:

([Total Calls]-[Dropped Calls])/[Processed Calls]

You can specify which users have access to enter actuals or targets by setting access for their Functional Role from the Manage page. For more information, see How to Limit Roles to Entering Only Actual or Target Values.

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