Editing/Deleting Metrics

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Owners/Collaborators can edit/delete any shared metric and any private metric for their company.

Participants cannot create/edit/delete metrics. 

Steps:

  1. To edit a metric, go to the Metrics section in an object and navigate to the specific metric that you want to edit. Hovering will enable the pencil icon.
  2. Click to open the metric and edit.
    editsavemetrics.gif
  3. To cancel the updates click on the "Cancel" button, and your Edit Metric form will close without saving any changed values.
  4. Click Save to save the metric.
  5. If any Owner or collaborator user on an object modify an associated view such as re-ordering columns, adding sort/group by, adding or removing columns that are not included in the metric configuration, the user is notified with a warning that says "table is linked to the following metrics and updating filters would affect the value of these calculated metrics".

    metrics-update-GIF.gif

Deleting Metrics

Steps:

  1. To delete a metric, go to the Metrics section in an object and navigate to the specific metric that you want to delete. Hovering will enable the pencil icon.
  2. Click to open the metric.editing_metrics.gif
  3. Click Delete.

    Note: When a view associated with a metric(s) is deleted, the user is notified with a warning message with the list of impacted metrics as the table view is linked to metrics.

    Also see: Setting Up Metrics

 

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