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Setup of Metrics
N.B. this is a general guide for using the Business Metrics feature, see below (“Demand Planning scenario setup”) for more specific details on how to set up for demand planning.
Creating Business Metrics: Data
In the schedule page, click on the “Business metrics” button.
In the Business metrics page, click on “Create business metric”
Now, select the “Data” type, and then enter a name, ID (only capitals and underscores are allow), select a unit, and click “Next”
You will need to select if you want to enter values for each hour or day, and whether these should be global values (that is to say, not connected to anything in the schedule) or unique for each department, or unique for each position/section within a department. Then click “Create”
N.B. It is not possible to create a business metric that only applies to a single position or section, but if you only assign values to one position or section then the results will only be visible there.
Creating Business Metrics: Formulas
In order to view these values in the schedule, compare them with actual data, or transform them in some way, you will also need to create a formula.
After clicking to create a new business metric, choose the “Formula” option, and assign name, ID and unit as outlined above.
Now you will need to enter a formula:
if you only enter a business metric ID from the list (such as the one created in the first step), then the result of this formula will only be to show these values in the schedule
if you would like to compare a metric with actual values, then you can use one of the six examples given in blue:
assignedshiftsdaily() will give you the total number of assigned hours per day per position
assignedshiftshourly() will give you the number of worked hours per hour per position
assignedsectionshiftsdaily() will give you the total number of assigned hours per day per section
assignedsectionshiftshourly() will give you the number of worked hours per hour per section
countAssignedShiftsPerPositionDaily() will give you the number of assigned shifts per position
countAssignedShiftsPerSectionDaily() will give you the number of assigned shifts per section
openshiftsdaily() will give you the total number of open hours per day per position
openshiftshourly() will give you the number of open shift hours per hour per position
opensectionshiftsdaily() will give you the total number of Open hours per day per section
opensectionshiftshourly() will give you the number of open shift hours per hour per section
countOpenShiftsPerPositionDaily() will give you the number of Open shifts per position
countOpenShiftsPerSectionDaily() will give you the number of Open shifts per section
use the operators (+, -, and so on) and numbers to combine and/or modify the business metric values and actuals. For example:
“assignedshiftsdaily() - #TARGET_ASSIGNED_HOURS“ would show the difference between the hours you have scheduled and the target hours (a negative number would indicate you haven’t assigned enough hours, a position one that you have assigned too many hours)
“#TARGET_ASSIGNED_HOURS * 2” would display double the amount of target hours
Click “Next” to contine
Now you’ll need to choose where the results of the formula should be displayed. Be careful to make sure that your formula is displayed in a place that matches with the contents of the formula. As a rule, formulas need to match the level of the lowest level business metric it contains. The order is: global > department > section > position.
If your formula uses values that are unique to each position within department A, you should make sure the formula is also displayed for positions in department A. Showing in sections in department B, for example, would result in no values being shown.
If your formula uses values that are global, or unique to each department, you may wish to combine these with other values that are unique for each position within department A. If so, the formula should be set to be viewed for positions in department A.
You can then select if you wish this formula to be shown in the schedule or not. Remember that a formula can be used within another formula, which is a good reason for not having it be displayed in the schedule along with the formula that uses it.
Note : Actuals only calculate data for Sections and positions in a department. Do not create a formula with scope Global or Department if you wish to use Actuals. This is a currently a limitation.
Adding values to Data-based Business Metrics
In the Business Metrics page, simply select the metric for which you’d like to add values, scroll to the week for which you want to enter data using the date picker, type in the data and click “Save changes”. You can enter for multiple weeks at a time before clicking “Save changes”, but if you click away from this view before saving then you will need to re-enter the data.
Please be aware that there is a difference between entering a zero and keeping the formula blank: a zero will be used in calculations in a formula, whereas a blank space (such as the ones you can see in the bottom positions in the example above) will not be calculated at all.
Editing and deletion of Business Metrics
In the list of metrics you see on the left, you can click on the pencil icon that appears next to them on hover to edit or delete the metric. Keep in mind that at the moment the only elements that can be edited are the name, the unit, and whether a formula is visible or not. You can also delete a metric from here (keep in mind that deleting a metric could result in breaking a formula that is using that metric).
View in Schedule
How and when Business Metrics are displayed
As mentioned above, in order for data to appear in the schedule, it needs to be included in a formula (the simplest version of such a formula is one that only contains the metric tag). If no data is entered for the metric for the week you are looking at in the schedule, then the metric will not be displayed at all.
Demand Planning scenario setup
Please refer to the guide above for details on each step:
Create one data Business Metric for each department:
Unit: number of shifts
Time unit: input data for each day
Assign: Assign different values to individual positions within a department
Create one formula for each department:
Unit: number of shifts
Formula: “assignedshiftsdaily() - #BM” (where BM is the data based business metric for that department)
Assign: Assign different values to individual positions within a department
Toggle visibility: On
Enter demand for positions in each data-based metric
In the schedule you will now start to see the metric and the daily numbers. A negative number means that there are not enough assigned shifts to cover the demand, zero means you have perfectly matched the demand, a positive number means you have exceeded the demand.
What does not count as an assigned shifts: drafts, open shifts, exclusive open shifts (options to include these will be prioritized in future)
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