This feature is included from the Pro Plan and up.

Reach out to our support team if you'd like to try it out.

As you use the Data center features, you might find that you need to create more Planning metrics or make changes to your Data sets or Formulas.

After you created your first metric, the Data Center page will become an overview page where you can

  • create more metrics

  • edit & save changes for your existing metrics

  • delete the metrics you no longer use.

All your metrics will be under Reports > Data center.

On the left side, you can see all your existing metrics, listed by their name and ID. Your Data metrics will feature an ⊞ icon, while your Formula metrics will feature a ⨍× icon.

As an example the picture below, shows:

  • a Data metric (the one called Demand planning example, with the #DEMAND_PLANNING ID)

  • and a Formula metric (the one called Overview for demand planning, with the #DEMAND_PLANNING_SCHED_VIEW ID)

Editing Data sets and formulas

From the same list of metrics on the left of the overview page, you can edit any metric.

You will need to tap the ✏️ edit icon, that appears when you hover over a metric on the list. Simply selecting the metric, will only allow you to enter data (for a Data - Business metric) or tweak the metric formula (for a Formula - Business metric)

Here's what you can edit:

  • for Data sets: the metric name and the unit type

  • for Formulas: the metric name, the unit type, and whether it should be visible in the Schedule.

When editing a Data set or Formula, you also have the option of deleting it.

If your data set or formula is referenced anywhere else, deleting it will break the Formula that uses it. This means that you will no longer be able to see the metric you deleted or the formula that referenced it, in your Schedule.

Keep in mind that once deleted, the information held by a Planning metric will be lost and not possible to recover. Also, once a metric is deleted, you will be able to reuse its ID for another metric.

Next: Planning use case: demand planning

Previous: Setting up Formulas from Data center

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