Disclaimer:

This feature is currently in testing and only available upon request.
If you'd like to see how this feature works and have a say in how it shapes up, please contact us to join the beta testing group.

With your metrics setup, it's time to put them to work. You can have your metrics displayed in your Schedule, exactly where you need them to make informed and data-driven decisions.

If you haven't set up any business metrics yet, check out this article to see which one fits best for you.

Viewing Data - Business Metrics in Schedule

Data - Business metrics can be shown on the Schedule only when included in a Formula - Business metric, when referenced through its ID.

For that, you need to create a new metric: a Formula - Business metric.

Creating a Formula - Business metric is very similar to a Data - Business metric, with the addition of a set of formula options.

In the Formula field, you just need to type the ID for the metric you want to display (e.g #YOUR_ID) or tap on one of the IDs listed under your available metrics.

On the Schedule page, the metric will be placed depending on the structure level it applies for. Also, the unit type you chose for your metric, will determine how it will look.

Please note that if there is data missing from your metrics for an entire week (some cell in the input table are empty), then the metric will not be displayed at all for that week.

The simplest version of a Formula - Business metric is the one that is used only to display a Data - Business metric in your Schedule.

Viewing Formula - Business Metrics in Schedule

Besides simple Data - business metrics, you can use Formula metrics to show the result of operations between different elements.

In order to display your Formula metric in the Schedule, this setting must be toggled on for your metric.

If you're not sure about whether or not the setting is toggled on, you can check from Schedule > Business metrics than find your metric in the list, on the left, and tap on the edit icon ✏️. If the option is not visible on your screen, check out this article about editing metrics.

Once you toggle it on, your metric should automatically display on the Schedule view.

Depending on the unit type and the time setting you chose when you set it up, your metric may appear like a histogram or numbers, for each day/hour.

Please keep in mind that Business metrics visibility in Schedule is related to the permissions and security settings defined for your organization. For instance, if your metrics reference payroll data, you must be an Admin (more details about the permission levels can be found here).

To see and read your metric data correctly, you should take into account:

  • whether your formula uses values that are unique to each position within a specific department. If so, you should make sure to read the formula results for positions in that department. The same formula might show incorrect values (or no values at all) in a different department or at a different level (e.g. section).
  • whether your formula uses values that are global or unique to each department. If that is the case, you may want to include it in other Formula metrics that yield results unique for each position (within a specific department), so that the data carries more meaning and takes the context into account.
  • whether a formula metric is included in another metric. In this case, you might want to show only the latter, to avoid confusion or duplicates on your Schedule.
  • which structural level your metric contains data for.
    As explained in the setup guide for Formula - Business metrics, the rule of thumb is that formulas need to match the level of the lowest structural level contained in your business metric. The order is Global (or portal) → DepartmentSectionPosition, following the structure used in Planday.

The way your Business metrics are shown in your Schedule may change depending on the date range view (Day, Week, or 2 weeks). Your metrics will not be visible in the Month view.

Lastly, if everything is set up correctly but you can't find your metrics in the Schedule, or they don't appear to be correct, you can read through our FAQ article to find possible solutions or you can contact our support team for assistance.

Next: Editing or deleting Business metrics

Previous: Setting up Formula - Business metrics?

Did this answer your question?