Create a Plan Metric

Learn how to create a plan metric to analyze plan items in Explore.

Access requirements

Profiles: Advanced Model Developer

Custom profile with these capabilities: Planning (Write, Detailed)

Reach out to your administrator for access.

Note: If you duplicate an existing plan model, the metrics and plan analytic object associated with that plan model will be copied automatically.

Create the plan analytic object

Plan models exist in their own workspace. To make its data visible for analytics in Explore, we must first create a plan analytic object. The plan analytic object acts as the container and bridge for all data within a specific plan model and establishes the connection between the plan model and analytics. If your plan model already has a plan analytic object, skip to the next section.

  1. In a project, on the navigation bar, click Model > Analytic Objects.
  2. Click Create Analytic Object.
  3. In Analytic object type, select Plan Analytic Object.
  4. Type a display name. This typically has the same name as the plan model.
  5. Select your base plan model.
  6. When finished, click Create.

Create and attach a plan metric

  1. In a project, on the navigation bar, navigate to Model > Metrics.
  2. Click Create Metric.
  3. Type a display name and description.
  4. Click Create.
  5. In the Formula box, type a metric formula. For more information on how to write plan metric formulas, see "Plan metric formulas" in Plan Items.
  6. Click Validate. This verifies that the metric formula is valid.

  7. In the Settings tab, set the data type, analytic object, and additive type.

    Tip: Metric setting guidance

    • Data type: What kind of value is it? Is it a currency, a number, or a percentage?
    • Analytic object: Set this to the plan analytic object for the plan model you are editing. This typically has the same name as the plan model.
    • Additive type: How should this value combine across the organization and time? Is it additive (it should be summed up across different territories and time periods)? Is it non-additive (like a ratio or a rate) that requires a different calculation, such as a weighted average?
  8. Optional: In the Basic Information tab, type a description and explanation to provide further guidance about the metric.
  9. Attach the metric to the plan item:
    1. On the navigation bar, navigate to Planning > Plan Models.
    2. Select a plan model.
    3. In the Model tab, select a plan item.
    4. In the Configure tab, under Baseline, select the plan metric you created in the Analytics metric dropdown.
  10. Repeat steps 1-9 for every plan item you want to create a metric for.