Creating measures

To create a measure:

  1. Select Configuration > Common > Measures > Measure.
  2. Click New.
  3. Specify this information in the Details tab:
    Name
    The name of the measure.
    Display Name
    The name to be displayed in the application.
    Type
    The type of measure. Possible values:
    • Currency
    • Units
    • Date
    Unit of Measure
    The appropriate unit defined for the measure.
    Note: This field is displayed only for the measure type 'Units'.
    Unit of Currency
    The currency to be used for the measure.
    Note: This field is displayed only for the measure type 'Currency'.
    Format
    The format in which the measure data must be expressed. The format list is based on the specified Type.
    Natural Sign
    The sign that must be used for default color coding of the numerical values, (Positive or Negative). For example, if you select Positive, the data values < 0 are displayed in RED.
    Note: This field is displayed only if the Type is set to, Currency or Units.
    Tags
    The tag linked to measure. Select from a list of pre-defined tags displayed in the Tags window. You can link one or more tags to a measure. This option is used to group common elements, which can be linked to individual configuration entities such as worksheets.
  4. Define the usage of the Measure for each module (Finance, Demand, Supply, Integrated). Possible values:
    Option Description
    Not defined The measure is not defined for this module.
    Internal The measure is available for this module only with Read/Write access. You cannot subscribe or publish the measure to other modules.
    Subscribe The measure is added to this module, by importing from other module or external system.The measure is available for this module with Read-only access.
    Publish The measure is available for this module with Read/Write access, however can be published to only one other module.
    Note: The type of storage that you select for each module is subject to constraints.
  5. Click the Format tab. This tab is used to populate the format parameters which can be used in worksheets without populating the rv_measure_format parameter in each worksheet.
  6. Click the Calculation tab. This tab is used to populate calculation parameters which can be used in worksheets without populating the rv_measure_calc parameter in each worksheet.
  7. Click Save.
Note: You can use the Edit option to modify the details of a user defined measure.