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Administrator Guide
Last Updated: 2024-03-08
Create Custom Metrics

Create Custom Metrics

  • Create a metric set.
  • For metrics sourced from matrix reports, share the reports with authorized groups or users.
  • Security:
    Metric Management
     domain in the System functional area.
You can create custom metrics to include in scorecards that provide business performance information for a specific organization or user group. For each custom metric you create, you can add:
  • Metric sources, including Workday-delivered calculations or custom reports. You can access the
    View Metric Calculation
     report to see descriptions of Workday-delivered calculations.
  • Recommended actions for metric statuses.
  • Report links for drill to detail information.
  • Target benchmarks.
  • Thresholds.
  1. From your analytic scorecard profile, click
    Metrics
    .
  2. Click
    Create Custom Metric
    .
  3. Select the
    Workday Metric Calculation Name
     to use to calculate the metric. Workday displays metric calculations options based on the organization type specified for the metric set.
    You can't use a matrix report that has a
    Lookup Prior Value
     summary calculation in a metric calculation.
  4. Add help text for the metric in
    About This Metric
    .
  5. (Optional) In the
    Report Links
     section, you can set up hypertext links to 5 reports.
    As you complete the
    Report Links
     grid, consider:
    Option Description
    Tag
    Specify a label to display instead of
    Report Link 1
     and so on, for each
    Report Link
     you add in the
    About This Metric
     field.
    Drill To
    Specify the report for each
    Report Link
     you add in the
    About This Metric
     field.
    Map Prompts
    Click to add prompt values for a
    Report Link
    .
  6. On the
    Metric Source
     tab, specify how Workday calculates the metric values.
    As you complete this tab, consider:
    Option Description
    Track Target
    Click to track the target value for the metric.
    Target Source
    If you select
    Online Page
     as the source, you must also:
    • Set values for the metric set on the
      Generate Target and Benchmark Lines
       task.
    • Set target values for each metric on the
      Metric Target Values
       report.
    Track Benchmark
    Click to track the benchmark value for the metric.
    Benchmark Source
    If you select
    Online Page
     as the source, you must also:
    • Set values for the metric set on the
      Generate Target and Benchmark Lines
       task.
    • Set benchmark values for each metric on the
      Metric Target Values
       report.
    Select
    WD Matrix Report
     to use a custom report data as the source for metric calculations.
  7. On the
    Calculation Configuration
     tab, set up the metric calculation configuration for Workday-delivered calculations.
    When setting up
    Actual Amount
    ,
    Target Amount
    , or
    Benchmark Amount
     for metrics sourced from matrix reports, consider:
    Option Description
    Matrix Report
    Select a custom matrix report that groups by the organization type specified for the metric set.
    Value Type
    Specify that you want to add a default value, if available, or use the value from the metric calculation.
    Value
    Specify default values for report prompts.
    Aggregation Field
    Select the
    Summarization
     field from the standard or custom report used to aggregate values.
Set up reports and dashboards for your metrics.