Create Metrics

2025-12-28 07:15:13
Sanplex Content
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Last edited by WANG JING on 2025-12-28 07:15:13
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Summary : Create, implement, publish, and recalculate metrics to manage accurate KPI data across scopes and time periods.

On the Metric Management page, you can manage custom metrics or recalculate metrics that have a time cycle. Key capabilities include:

  • Create metrics.
  • Implement metrics.
  • Recalculate metrics.
  • Unpublish metrics.

1. Manage Metrics

On the Metrics view page, click Manage Metrics to open the Metric Management page.

Switch the Scope to view metrics under different scopes and purposes.

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2. Create a Metric

Click Create Metric to open the Create Metric form.

In the form, enter the basic information, including Metric Scope, Metric Object, Metric Purpose, the metric’s Time Attribute, Name, and Description.


Note: Metric Scope, Metric Object, Metric Purpose, Time Attribute, and the Metric Code affect how the metric value is generated. Once created, these fields cannot be changed.

After completing the basic information, you can choose to Implement Now or return to the Metric Management page and implement it later.

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3. Implement a Metric

  • In the metric list, click Implement, or choose Implement Now right after creating the metric to open the Metric Implementation dialog.
  • Follow the instructions in the dialog to complete the coding work, and place the code file in the correct directory as required.
  • Click Validate File. The system will check whether the code file exists in the directory and whether it is valid.
  • Validation results are displayed in the section below. When all checks pass, the Publish button becomes available.
  • Click Publish. The metric will then appear on the Metrics view page.

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4. Recalculate a Metric

  • For implemented metrics, you can click Recalculate to recompute historical data. For example, after updating a metric’s algorithm, you can recalculate historical data using the new algorithm.

  • Click Recalculate to open the recalculation dialog. Confirm to proceed and configure the recalculation.

  • Two recalculation options are available:

    ① Recalculate all data.

    ② Recalculate only the historical data that was not collected before the metric was implemented.

  • After starting recalculation, the metric enters a waiting state. Once completed, the recalculated results will be reflected in the metric’s data.

Note: Recalculation may consume resources and take a long time. It is recommended to run it during off-hours (for example, at night or outside peak business hours).

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